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 1,522 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
653
shares
|
$379,823
0.19% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
650
shares
|
$378,079
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
650
shares
|
$378,079
0.08% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
650
shares
|
$378,079
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
650
shares
|
$378,079
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
649
shares
|
$377,497
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
647
shares
|
$376,334
0.03% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
645
shares
|
$375,170
0.03% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
645
shares
|
$375,170
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
645
shares
|
$375,170
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
644
shares
|
$374,589
0.23% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
637
shares
|
$370,517
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
635
shares
|
$369,354
0.01% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
635
shares
|
$369,354
0.02% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
634
shares
|
$368,772
0.2% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
629
shares
|
$365,864
0.0% of portfolio
|
Q1 2025
Reduced 58.65%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
629
shares
|
$365,864
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
626
shares
|
$364,119
0.04% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
623
shares
|
$362,374
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
622
shares
|
$361,792
0.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
620
shares
|
$360,629
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
619
shares
|
$360,047
0.19% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
617
shares
|
$358,884
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$358,302
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
614
shares
|
$357,139
0.05% of portfolio
|
Q1 2025
Reduced 16.58%
|