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 1,557 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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
89,998
shares
|
$52.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
88,088
shares
|
$51.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
87,927
shares
|
$51.5 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
85,625
shares
|
$50.2 Million
0.08% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
77,622
shares
|
$45.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
77,241
shares
|
$45.3 Million
2.3% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
77,101
shares
|
$45.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
75,101
shares
|
$44 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
74,284
shares
|
$43.5 Million
12.17% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
71,760
shares
|
$42.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
70,018
shares
|
$41 Million
1.58% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
67,859
shares
|
$39.8 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
67,000
shares
|
$39.3 Million
4.48% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
66,230
shares
|
$38.8 Million
0.51% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
63,632
shares
|
$37.3 Million
4.47% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
62,181
shares
|
$36.4 Million
0.71% of portfolio
|
Q4 2022
Added 1.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,051
shares
|
$36.4 Million
0.52% of portfolio
|
Q4 2023
Added 43.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
61,713
shares
|
$36.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
60,281
shares
|
$35.3 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
59,962
shares
|
$35.1 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
59,770
shares
|
$35 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
58,366
shares
|
$34.2 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
57,069
shares
|
$33.5 Million
0.11% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
56,045
shares
|
$32.9 Million
0.0% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
54,950
shares
|
$32.2 Million
10.22% of portfolio
|
Q3 2025
Added 3.14%
|
|