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 |
|---|---|---|---|---|---|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
78
shares
|
$45,434
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
77
shares
|
$44,851
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
75
shares
|
$43,686
0.03% of portfolio
|
Q3 2022
Reduced 15.73%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
65
shares
|
$37,861
0.02% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
61
shares
|
$35,531
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$34,949
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
60
shares
|
$34,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
56
shares
|
$32,619
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
56
shares
|
$32,619
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
54
shares
|
$31,454
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
51
shares
|
$29,706
0.01% of portfolio
|
Q1 2025
Reduced 71.02%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
51
shares
|
$29,706
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$29,124
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
50
shares
|
$29,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$27,377
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
47
shares
|
$27,377
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
46
shares
|
$26,794
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
45
shares
|
$26,212
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$25,629
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
43
shares
|
$25,047
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|