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 1,556 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
56
shares
|
$32,824
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
54
shares
|
$31,652
0.01% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
54
shares
|
$31,652
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
51
shares
|
$29,894
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$29,308
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
50
shares
|
$29,308
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
50
shares
|
$29,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
50
shares
|
$29,308
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
50
shares
|
$29,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
50
shares
|
$29,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$27,549
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
47
shares
|
$27,549
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
47
shares
|
$27,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
44
shares
|
$25,791
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
43
shares
|
$25,204
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
41
shares
|
$24,032
0.01% of portfolio
|
Q2 2025
Added 1950.0%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$20,515
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
32
shares
|
$18,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
30
shares
|
$17,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
30
shares
|
$17,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$16,998
0.0% of portfolio
|
Q3 2025
Reduced 35.56%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
28
shares
|
$16,412
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
27
shares
|
$15,826
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
27
shares
|
$15,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
25
shares
|
$14,654
0.0% of portfolio
|
Q3 2025
New holding
|
|