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 1,509 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
655
shares
|
$366,040
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
654
shares
|
$365,481
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
653
shares
|
$364,922
0.19% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
650
shares
|
$363,246
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
650
shares
|
$363,246
0.08% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
650
shares
|
$363,246
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
650
shares
|
$363,246
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
649
shares
|
$362,687
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
647
shares
|
$361,569
0.03% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
645
shares
|
$360,451
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
644
shares
|
$359,892
0.23% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
637
shares
|
$355,981
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
635
shares
|
$354,863
0.02% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
634
shares
|
$354,304
0.2% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
629
shares
|
$351,510
0.0% of portfolio
|
Q1 2025
Reduced 58.65%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
629
shares
|
$351,510
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
626
shares
|
$349,833
0.04% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
623
shares
|
$348,157
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
622
shares
|
$347,598
0.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
620
shares
|
$346,480
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
619
shares
|
$345,921
0.19% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$344,245
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
614
shares
|
$343,127
0.05% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$342,568
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
613
shares
|
$342,568
0.01% of portfolio
|
Q4 2024
Added 7.54%
|