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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
180
shares
|
$107,692
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
180
shares
|
$107,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
180
shares
|
$107,692
0.03% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$105,897
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
172
shares
|
$102,905
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
168
shares
|
$100,512
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
164
shares
|
$98,119
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
164
shares
|
$98,119
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$95,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
157
shares
|
$93,931
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
157
shares
|
$93,931
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
156
shares
|
$93,333
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
155
shares
|
$92,734
0.07% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
151
shares
|
$90,341
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
150
shares
|
$89,743
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$89,743
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
147
shares
|
$87,948
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
145
shares
|
$86,752
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
145
shares
|
$86,752
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
143
shares
|
$85,555
0.05% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
142
shares
|
$84,957
0.04% of portfolio
|
Q1 2025
Added 173.08%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
135
shares
|
$80,769
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
134
shares
|
$80,170
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
133
shares
|
$79,572
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
132
shares
|
$78,974
0.02% of portfolio
|
Q2 2025
Added 0.76%
|