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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
386
shares
|
$230,939
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$230,341
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
385
shares
|
$230,341
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
383
shares
|
$229,145
0.08% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
381
shares
|
$227,948
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
381
shares
|
$227,948
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
380
shares
|
$227,350
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$226,153
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
378
shares
|
$226,153
0.04% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
377
shares
|
$225,555
0.09% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
377
shares
|
$225,555
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
377
shares
|
$225,555
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
373
shares
|
$223,162
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
372
shares
|
$222,563
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
372
shares
|
$222,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
370
shares
|
$221,367
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
370
shares
|
$221,367
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
367
shares
|
$219,572
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
364
shares
|
$217,777
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
364
shares
|
$217,777
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
363
shares
|
$217,179
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
363
shares
|
$217,179
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
361
shares
|
$215,982
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
360
shares
|
$215,384
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
359
shares
|
$214,786
0.17% of portfolio
|
Q2 2025
Reduced 15.53%
|