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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
131
shares
|
$78,375
0.01% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
130
shares
|
$77,777
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
129
shares
|
$77,179
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
125
shares
|
$74,786
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
125
shares
|
$74,786
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
125
shares
|
$74,786
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
124
shares
|
$74,187
0.02% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
121
shares
|
$72,393
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$71,196
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$71,196
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$69,999
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
116
shares
|
$69,401
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
115
shares
|
$68,803
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$68,803
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
114
shares
|
$68,205
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
110
shares
|
$65,811
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$65,213
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
109
shares
|
$65,213
0.06% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
107
shares
|
$64,017
0.01% of portfolio
|
Q2 2025
Reduced 31.41%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
102
shares
|
$61,025
0.02% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$59,829
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$59,829
0.01% of portfolio
|
Q2 2025
Reduced 43.5%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$59,829
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
100
shares
|
$59,829
0.0% of portfolio
|
Q1 2017
Reduced 25.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
100
shares
|
$59,829
0.06% of portfolio
|
Q4 2024
New holding
|