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 1,556 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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
21,492
shares
|
$12.6 Million
1.96% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,292
shares
|
$12.5 Million
13.38% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
21,225
shares
|
$12.4 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
21,099
shares
|
$12.4 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
20,775
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
20,434
shares
|
$12 Million
0.74% of portfolio
|
Q4 2022
Added 12.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
20,189
shares
|
$11.8 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
19,893
shares
|
$11.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
19,852
shares
|
$11.6 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Jvl Associates LLC
|
Oct 10, 2025 Q3 2025 |
19,786
shares
|
$11.6 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
19,643
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
18,998
shares
|
$11.1 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
18,969
shares
|
$11.1 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
18,852
shares
|
$11.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
18,663
shares
|
$10.9 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
18,580
shares
|
$10.9 Million
5.96% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,535
shares
|
$10.9 Million
0.96% of portfolio
|
Q4 2022
Added 97.71%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,418
shares
|
$10.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,414
shares
|
$10.8 Million
0.55% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
17,830
shares
|
$10.5 Million
4.34% of portfolio
|
Q4 2023
Reduced 67.82%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,289
shares
|
$10.1 Million
2.23% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
17,189
shares
|
$10.1 Million
7.89% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
17,129
shares
|
$10 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17,097
shares
|
$10 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
17,092
shares
|
$10 Million
3.4% of portfolio
|
Q3 2025
Reduced 0.2%
|
|