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 1,522 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
460
shares
|
$267,563
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
460
shares
|
$267,563
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
460
shares
|
$267,563
0.02% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
460
shares
|
$267,563
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$267,563
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
460
shares
|
$267,563
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
459
shares
|
$266,981
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
457
shares
|
$265,818
0.0% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
451
shares
|
$262,328
0.06% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
451
shares
|
$262,328
0.02% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$261,747
0.05% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
450
shares
|
$261,747
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
449
shares
|
$261,165
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
448
shares
|
$260,583
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
448
shares
|
$260,583
0.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
448
shares
|
$260,583
0.01% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
448
shares
|
$260,583
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
447
shares
|
$260,002
0.09% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
445
shares
|
$258,838
0.03% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
445
shares
|
$258,838
0.03% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$258,257
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
443
shares
|
$257,675
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
442
shares
|
$257,093
0.01% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$256,512
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
440
shares
|
$255,930
0.08% of portfolio
|
Q4 2024
Added 6.28%
|