Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,526 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
407
shares
|
$243,504
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
406
shares
|
$242,905
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
405
shares
|
$242,307
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
404
shares
|
$241,709
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
404
shares
|
$241,709
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$239,316
0.18% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$239,316
0.05% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
400
shares
|
$239,316
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
400
shares
|
$239,316
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$239,316
0.06% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$239,316
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$239,316
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
400
shares
|
$239,316
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
399
shares
|
$238,717
0.02% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
397
shares
|
$237,521
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
397
shares
|
$237,521
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
396
shares
|
$236,922
0.02% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
395
shares
|
$236,324
0.27% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$236,324
0.05% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
395
shares
|
$236,324
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
394
shares
|
$235,726
0.05% of portfolio
|
Q2 2025
Reduced 43.95%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
393
shares
|
$235,127
0.07% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
392
shares
|
$234,529
0.03% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
390
shares
|
$233,333
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
387
shares
|
$231,538
0.01% of portfolio
|
Q2 2025
Added 2.65%
|