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 1,523 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
110
shares
|
$64,073
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$63,491
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
109
shares
|
$63,491
0.06% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
107
shares
|
$62,326
0.01% of portfolio
|
Q2 2025
Reduced 31.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
107
shares
|
$62,326
0.01% of portfolio
|
Q4 2024
Added 114.0%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
102
shares
|
$59,413
0.02% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$58,249
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
100
shares
|
$58,249
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
100
shares
|
$58,249
0.0% of portfolio
|
Q4 2024
Reduced 91.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
100
shares
|
$58,249
0.0% of portfolio
|
Q1 2017
Reduced 25.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
100
shares
|
$58,249
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
98
shares
|
$57,084
0.04% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
98
shares
|
$57,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
95
shares
|
$55,336
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
94
shares
|
$54,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
91
shares
|
$53,006
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
90
shares
|
$52,424
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
90
shares
|
$52,424
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
90
shares
|
$52,424
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
88
shares
|
$51,259
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
87
shares
|
$50,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
85
shares
|
$49,511
0.01% of portfolio
|
Q3 2021
Reduced 10.53%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
80
shares
|
$46,599
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
80
shares
|
$46,599
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
79
shares
|
$46,016
0.01% of portfolio
|
Q4 2023
Reduced 48.7%
|