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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$29,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
50
shares
|
$29,914
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
50
shares
|
$29,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
50
shares
|
$29,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$28,119
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
47
shares
|
$28,119
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
45
shares
|
$26,923
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
44
shares
|
$26,324
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
43
shares
|
$25,726
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
41
shares
|
$24,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
41
shares
|
$24,529
0.01% of portfolio
|
Q2 2025
Added 1950.0%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
35
shares
|
$20,940
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
33
shares
|
$19,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
32
shares
|
$19,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
30
shares
|
$17,948
0.0% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
28
shares
|
$16,752
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
27
shares
|
$16,153
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
27
shares
|
$16,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
25
shares
|
$14,957
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
25
shares
|
$14,957
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
25
shares
|
$14,957
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
25
shares
|
$14,957
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$14,358
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$13,162
0.01% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$13,162
0.0% of portfolio
|
Q4 2022
New holding
|