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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,328
shares
|
$9.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,741
shares
|
$8.82 Million
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
14,686
shares
|
$8.79 Million
0.77% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,637
shares
|
$8.76 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
14,580
shares
|
$8.72 Million
0.64% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
14,545
shares
|
$8.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
14,409
shares
|
$8.62 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
14,258
shares
|
$8.53 Million
1.37% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,217
shares
|
$8.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
14,200
shares
|
$8.5 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
14,071
shares
|
$8.42 Million
1.47% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
14,027
shares
|
$8.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
13,936
shares
|
$8.34 Million
2.54% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,794
shares
|
$8.25 Million
0.08% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
13,789
shares
|
$8.25 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
13,733
shares
|
$8.22 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
13,636
shares
|
$8.16 Million
1.08% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
13,534
shares
|
$8.1 Million
5.67% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
13,509
shares
|
$8.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 43.28%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
13,250
shares
|
$7.93 Million
1.02% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
13,240
shares
|
$7.92 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13,210
shares
|
$7.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,071
shares
|
$7.82 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
13,030
shares
|
$7.8 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
13,010
shares
|
$7.78 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.45%
|