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 1,513 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,050
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
2,048
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,043
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
2,038
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,035
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,035
shares
|
$1.15 Million
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,034
shares
|
$1.15 Million
0.59% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
2,024
shares
|
$1.14 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,022
shares
|
$1.14 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
2,019
shares
|
$1.14 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,004
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
2,000
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,000
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,995
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
1,993
shares
|
$1.13 Million
0.61% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
1,988
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
1,988
shares
|
$1.12 Million
0.5% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,981
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
1,979
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,968
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
1,962
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
1,960
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
1,956
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,955
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,949
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.15%
|