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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
30,806
shares
|
$18.4 Million
3.63% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
30,380
shares
|
$18.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
29,707
shares
|
$17.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 74.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,627
shares
|
$17.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
29,579
shares
|
$17.7 Million
2.92% of portfolio
|
Q2 2025
Reduced 34.94%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
29,164
shares
|
$17.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
28,879
shares
|
$17.3 Million
2.77% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
28,354
shares
|
$17 Million
6.12% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,377
shares
|
$16.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
27,098
shares
|
$16.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
26,454
shares
|
$15.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
25,606
shares
|
$15.3 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
25,464
shares
|
$15.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
24,944
shares
|
$14.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
24,826
shares
|
$14.9 Million
0.11% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
24,825
shares
|
$14.9 Million
3.08% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,839
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,784
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
23,750
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,526
shares
|
$14.1 Million
0.08% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
23,146
shares
|
$13.8 Million
3.59% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,925
shares
|
$13.7 Million
0.07% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
22,257
shares
|
$13.3 Million
7.53% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
21,391
shares
|
$12.8 Million
1.99% of portfolio
|
Q2 2025
Added 2398.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
21,391
shares
|
$12.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.71%
|