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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
21,376
shares
|
$12.8 Million
0.22% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,292
shares
|
$12.7 Million
13.38% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
20,434
shares
|
$12.2 Million
0.74% of portfolio
|
Q4 2022
Added 12.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
20,254
shares
|
$12.1 Million
1.91% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,102
shares
|
$12 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
20,045
shares
|
$12 Million
0.37% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
19,875
shares
|
$11.9 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
19,852
shares
|
$11.9 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
19,801
shares
|
$11.8 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
19,714
shares
|
$11.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
19,295
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,234
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
19,107
shares
|
$11.4 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
18,911
shares
|
$11.3 Million
0.7% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
18,711
shares
|
$11.2 Million
2.96% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,535
shares
|
$11.1 Million
0.96% of portfolio
|
Q4 2022
Added 97.71%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
17,830
shares
|
$10.7 Million
4.34% of portfolio
|
Q4 2023
Reduced 67.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
17,368
shares
|
$10.4 Million
0.05% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
17,228
shares
|
$10.3 Million
7.6% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
17,212
shares
|
$10.3 Million
0.51% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
17,211
shares
|
$10.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,136
shares
|
$10.3 Million
2.25% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
17,127
shares
|
$10.2 Million
3.56% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
17,075
shares
|
$10.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
17,031
shares
|
$10.2 Million
0.22% of portfolio
|
Q2 2025
Added 12.86%
|