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 |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
655
shares
|
$391,879
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
654
shares
|
$391,281
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
653
shares
|
$390,683
0.03% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
653
shares
|
$390,683
0.19% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
650
shares
|
$388,888
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
650
shares
|
$388,888
0.1% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
650
shares
|
$388,888
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
650
shares
|
$388,888
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
649
shares
|
$388,290
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
647
shares
|
$387,093
0.04% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
645
shares
|
$385,897
0.03% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
645
shares
|
$385,897
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
645
shares
|
$385,897
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
639
shares
|
$382,307
0.01% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
638
shares
|
$381,709
0.05% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
637
shares
|
$381,110
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
635
shares
|
$379,914
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
635
shares
|
$379,914
0.01% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
635
shares
|
$379,914
0.25% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
630
shares
|
$376,922
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
629
shares
|
$376,324
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
622
shares
|
$372,136
0.02% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
620
shares
|
$370,939
0.18% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
617
shares
|
$369,144
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$368,546
0.08% of portfolio
|
Q1 2024
New holding
|