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SPDR S&P MidCap 400 ETF Trust (MDY) Institutional Ownership

SPDR S&P MidCap 400 ETF Trust logo
$579.23 -5.17 (-0.88%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$567.91 -11.32 (-1.95%)
As of 07/11/2025 07:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Number of
Institutional Buyers
(last 12 months)
778
Total
Institutional Inflows
(last 12 months)
$9.81B
Number of
Institutional Sellers
(last 12 months)
651
Total
Institutional Outflows
(last 12 months)
$2.57B
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MDY Institutional Buying and Selling by Quarter

SPDR S&P MidCap 400 ETF Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Annex Advisory Services LLC526$298K0.0%-3.8%0.001%
7/11/2025Arthur M. Cohen & Associates LLC1,988$1.13M0.2%-9.1%0.005%
7/11/2025Colorado Capital Management Inc.8,824$5.00M2.1%-6.4%0.022%
7/11/2025Capital Advantage Inc.1,792$1.02M0.2%-71.7%0.004%
7/11/2025Farther Finance Advisors LLC2,137$1.21M0.0%+20.3%0.005%
7/11/2025CX Institutional645$365K0.0%-66.7%0.002%
7/11/2025Windsor Capital Management LLC393$222K0.1%-9.4%0.001%
7/11/2025Andrews Lucia Wealth Management LLC1,381$782K0.5%-6.1%0.003%
7/11/2025Adirondack Trust Co.10,399$5.89M2.1%-3.4%0.026%
7/11/2025Marshall & Sullivan Inc. WA157$89K0.0%N/A0.000%
7/11/2025Essex Savings Bank487$276K0.1%+17.3%0.001%
7/11/2025Diversified Trust Co4,398$2.49M0.1%-0.7%0.011%
7/11/2025Bell Bank1,135$643K0.0%-15.0%0.003%
7/11/2025Kingstone Capital Partners Texas LLC2,797,139$1.58B0.2%N/A7.016%
7/11/2025Grove Bank & Trust12,325$6.98M0.9%-3.2%0.031%
7/10/2025 Pachira Investments Inc.359$203K0.2%-15.5%0.001%
7/10/2025 Oldfather Financial Services LLC53,275$30.18M10.4%+2.6%0.134%
7/10/2025 Trust Point Inc.3,593$2.04M0.2%-3.0%0.009%
7/10/2025 YHB Investment Advisors Inc.378$214K0.0%N/A0.001%
7/10/2025 Contravisory Investment Management Inc.395$224K0.0%-24.9%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC80,953$47.15M0.1%-0.8%0.203%
7/10/2025 Capital Advisory Group Advisory Services LLC5,060$2.87M1.0%+3.8%0.013%
7/10/2025 Tompkins Financial Corp2,241$1.27M0.1%+2.3%0.006%
7/10/2025 Stonekeep Investments LLC359$203K0.1%N/A0.001%
7/10/2025 KMG Fiduciary Partners LLC7,616$4.31M0.3%-3.8%0.019%
7/10/2025 Focus Financial Network Inc.2,753$1.56M0.1%-4.1%0.007%
7/10/2025 Sunflower Bank N.A.2,334$1.32M0.3%-6.0%0.006%
7/9/2025 Finley Financial LLC7,810$4.42M2.2%-1.4%0.020%
7/9/2025 Dynamic Advisor Solutions LLC3,068$1.74M0.1%-3.9%0.008%
7/9/2025 Gilman Hill Asset Management LLC5,052$2.86M0.5%+11.1%0.013%
7/9/2025 Chesley Taft & Associates LLC13,733$7.78M0.3%-1.0%0.034%
7/9/2025 Sunpointe LLC1,762$1.00M0.4%+145.7%0.004%
7/9/2025 Sapient Capital LLC457$260K0.0%-25.3%0.001%
7/9/2025 Goelzer Investment Management Inc.11,088$6.28M0.3%-2.4%0.028%
7/9/2025 Thrive Wealth Management LLC21,391$12.12M2.0%+2,398.9%0.054%
7/9/2025 Breakwater Capital Group8,169$4.63M0.8%+1.5%0.020%
7/9/2025 Fiduciary Alliance LLC1,258$713K0.1%-2.9%0.003%
7/9/2025 Parkside Advisors LLC460$261K0.1%N/A0.001%
7/9/2025 Triumph Capital Management1,842$1.04M0.3%N/A0.005%
7/9/2025 GEM Asset Management LLC2,622$1.51M0.8%-3.7%0.007%
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7/9/2025 Central Bank & Trust Co.14,258$8.08M1.3%-6.1%0.036%
7/9/2025 Renaissance Investment Group LLC2,273$1.29M0.3%-4.2%0.006%
7/9/2025 Woodstock Corp6,352$3.60M0.3%+2.6%0.016%
7/9/2025 Baron Financial Group LLC4,007$2.27M1.3%-3.0%0.010%
7/9/2025 Lifestyle Asset Management Inc.364$206K0.1%N/A0.001%
7/9/2025 Bay Rivers Group7,861$4.45M2.0%+0.7%0.020%
7/9/2025 MassMutual Private Wealth & Trust FSB60,125$34.06M0.9%-0.2%0.151%
7/8/2025 Elevation Wealth Partners LLC1,582$896K0.4%-15.8%0.004%
7/8/2025 Avity Investment Management Inc.645$365K0.0%+15.2%0.002%
7/8/2025 Rise Advisors LLC846$479K0.2%+7.9%0.002%
7/8/2025 Granite Bay Wealth Management LLC51,486$29.17M9.4%+2.2%0.129%
7/8/2025 RMR Wealth Builders14,686$8.32M0.8%+2.2%0.037%
7/8/2025 Parallel Advisors LLC635$360K0.0%-18.7%0.002%
7/8/2025 Lowe Wealth Advisors LLC4,335$2.46M1.0%-0.6%0.011%
7/8/2025 Madison Park Capital Advisors LLC10,672$6.05M5.1%-7.1%0.027%
7/7/2025 Wealth Alliance Advisory Group LLC24,825$14.06M2.7%+3.7%0.062%
7/7/2025 Accelerate Investment Advisors LLC386$219K0.2%N/A0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.607$345K0.0%+11.2%0.002%
7/3/2025 Arvest Investments Inc.16,171$9.16M1.4%+0.6%0.040%
7/2/2025 Dentgroup LLC744$422K0.3%+46.5%0.002%
7/2/2025 First Financial Bank Trust Division16,282$9.22M0.8%-0.8%0.041%
7/2/2025 Jacobs & Co. CA370$209K0.0%N/A0.001%
6/16/2025Peterson Wealth Management1,816$969K0.7%+3.4%0.005%
6/4/2025 First Hawaiian Bank47,327$25.25M1.2%-1.3%0.118%
5/29/2025Apeiron RIA LLC874$466K0.1%+18.3%0.002%
5/21/2025Geneos Wealth Management Inc.4,180$2.23M0.1%+1,275.0%0.010%
5/20/2025Belpointe Asset Management LLC607$324K0.0%-57.8%0.001%
5/20/2025Focus Partners Wealth83,158$44.37M0.1%-2.6%0.204%
5/20/2025Flaharty Asset Management LLC278$148K0.0%N/A0.001%
5/20/2025Glenview Trust co887$473K0.0%-2.1%0.002%
5/20/2025Aspen Investment Management Inc2,831$1.51M0.7%-3.9%0.007%
5/19/2025SCS Capital Management LLC61,505$32.86M0.4%N/A0.151%
5/16/2025Hancock Prospecting Pty Ltd2,875,190$1.53B32.9%N/A7.061%
5/16/2025McIlrath & Eck LLC1,120$597K0.1%-1.7%0.003%
5/16/2025Arete Wealth Advisors LLC472$252K0.0%+5.1%0.001%
5/16/2025Goldman Sachs Group Inc.631,644$336.97M0.1%-32.3%1.574%
5/16/2025Jones Financial Companies Lllp2,762$1.47M0.0%-48.4%0.007%
5/16/2025Coordinated Financial Services Inc. CO545$291K0.2%N/A0.001%
5/16/2025 Rise Advisors LLC784$418K0.2%+15.1%0.002%
5/16/2025Pacific Center for Financial Services13,069$6.97M1.8%-1.9%0.032%
5/16/2025Plancorp LLC2,163$1.15M0.0%+115.7%0.005%
5/16/2025NewEdge Advisors LLC5,976$3.19M0.0%-19.4%0.015%
5/16/2025Integrated Wealth Concepts LLC1,023$546K0.0%+4.3%0.003%
5/16/2025Hancock Whitney Corp29,252$15.61M0.5%+0.1%0.072%
5/16/2025Curi RMB Capital LLC28,362$15.17M0.4%-5.2%0.070%
5/16/2025Alliancebernstein L.P.254,171$135.60M0.0%-2.4%0.624%
5/16/2025AQR Capital Management LLC6,417$3.42M0.0%+27.9%0.016%
5/16/2025AlTi Global Inc.3,004$1.61M0.0%-5.5%0.007%
5/16/2025Alexis Investment Partners LLC11,229$5.98M2.9%+4.8%0.028%
5/16/2025Ancora Advisors LLC862$460K0.0%+4.2%0.002%
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5/16/20251 North Wealth Services LLC98$52K0.0%N/A0.000%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.45,467$24.26M3.7%+1.5%0.112%
5/15/2025EP Wealth Advisors LLC31,311$16.70M0.1%+1.7%0.077%
5/15/2025Capital Investment Counsel LLC465$248K0.0%N/A0.001%
5/15/2025Paloma Partners Management Co1,189$634K0.1%N/A0.003%
5/15/2025Focus Partners Advisor Solutions LLC14,700$7.84M0.1%+65.6%0.036%
5/15/2025Flputnam Investment Management Co.10,077$5.38M0.1%+3.7%0.025%
5/15/2025MAI Capital Management244,385$130.37M1.0%-1.2%0.600%
5/15/2025DRW Securities LLC3,000$1.60M0.0%+103.1%0.007%
5/15/2025Connecticut Wealth Management LLC4,567$2.44M0.1%-0.6%0.011%
(Data available from 1/1/2016 forward)

MDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDY shares?

During the previous two years, 1,362 institutional investors and hedge funds held shares of SPDR S&P MidCap 400 ETF Trust. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($1.58B), Hancock Prospecting Pty Ltd ($1.53B), Bank of America Corp DE ($1.19B), Wells Fargo & Company MN ($780.54M), Northern Trust Corp ($595.45M), Morgan Stanley ($576.51M), and US Bancorp DE ($552.50M).Learn more on SPDR S&P MidCap 400 ETF Trust's institutional investors.

Which institutional investors have been buying SPDR S&P MidCap 400 ETF Trust's stock?

Of the 1,069 institutional investors that purchased SPDR S&P MidCap 400 ETF Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Granite Bay Wealth Management LLC ($4.63M), International Assets Investment Management LLC ($3.67M), Hancock Prospecting Pty Ltd ($2.88M), Kingstone Capital Partners Texas LLC ($2.80M), GAMMA Investing LLC ($1.23M), Pathstone Family Office LLC ($961.21K), and Pathstone Holdings LLC ($956.48K).

How much institutional buying is happening at SPDR S&P MidCap 400 ETF Trust?

Institutional investors have bought a total of 17,702,334 shares in the last 24 months. This purchase volume represents approximately $9.81B in transactions.

Which of SPDR S&P MidCap 400 ETF Trust's major shareholders have been selling company stock?

Of the 650 institutional investors that sold SPDR S&P MidCap 400 ETF Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($2.17M), Goldman Sachs Group Inc. ($301.18K), Royal Bank of Canada ($241.07K), Kayne Anderson Rudnick Investment Management LLC ($160.26K), SG Americas Securities LLC ($139.75K), USA Financial Formulas ($131.92K), and Sentinus LLC ($98.42K).

How much institutional selling is happening at SPDR S&P MidCap 400 ETF Trust?

Institutional investors have sold a total of 4,587,422 shares in the last 24 months. This volume of shares sold represents approximately $2.57B in transactions.



This page (NYSEARCA:MDY) was last updated on 7/14/2025 by MarketBeat.com Staff
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