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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
25
shares
|
$14,654
0.01% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
25
shares
|
$14,654
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$12,895
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$12,895
0.0% of portfolio
|
Q4 2024
Reduced 63.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$11,723
0.0% of portfolio
|
Q1 2024
Reduced 67.21%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$11,723
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
20
shares
|
$11,723
0.0% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
20
shares
|
$11,723
0.02% of portfolio
|
Q3 2025
Reduced 96.71%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
19
shares
|
$11,137
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
18
shares
|
$10,550
0.0% of portfolio
|
Q3 2025
Reduced 98.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$10,550
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
18
shares
|
$10,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$9,964
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
17
shares
|
$9,964
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
16
shares
|
$9,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
16
shares
|
$9,378
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
14
shares
|
$8,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
13
shares
|
$7,620
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
13
shares
|
$7,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
12
shares
|
$7,033
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$6,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
11
shares
|
$6,447
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$5,861
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10
shares
|
$5,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10
shares
|
$5,861
0.0% of portfolio
|
Q2 2025
New holding
|
|