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 1,557 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
392
shares
|
$229,774
0.03% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
388
shares
|
$227,430
0.02% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
387
shares
|
$226,843
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
387
shares
|
$226,843
0.16% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$225,671
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
385
shares
|
$225,671
0.03% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
385
shares
|
$225,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
383
shares
|
$224,499
0.01% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
381
shares
|
$223,326
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
381
shares
|
$223,326
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
380
shares
|
$222,740
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
377
shares
|
$220,982
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
377
shares
|
$220,982
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
377
shares
|
$220,982
0.01% of portfolio
|
Q3 2025
Reduced 22.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
377
shares
|
$220,982
0.02% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
373
shares
|
$218,637
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
373
shares
|
$218,637
0.05% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
372
shares
|
$218,051
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
372
shares
|
$218,051
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
370
shares
|
$216,879
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
370
shares
|
$216,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
368
shares
|
$215,706
0.06% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
368
shares
|
$215,706
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
365
shares
|
$213,948
0.03% of portfolio
|
Q3 2025
Reduced 42.79%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
365
shares
|
$213,948
0.12% of portfolio
|
Q3 2025
Reduced 8.75%
|
|