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

SPDR S&P MidCap 400 ETF Trust logo
$534.96 -1.02 (-0.19%)
Closing price 04:10 PM Eastern
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$535.08 +0.12 (+0.02%)
As of 05:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Number of
Institutional Buyers
(last 12 months)
749
Total
Institutional Inflows
(last 12 months)
$6.59B
Number of
Institutional Sellers
(last 12 months)
591
Total
Institutional Outflows
(last 12 months)
$2.25B
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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
5/5/2025Pachira Investments Inc.425$226K0.2%-97.5%0.001%
5/5/2025Conservest Capital Advisors Inc.222,910$118.92M12.5%-0.5%0.547%
5/5/2025Kestra Private Wealth Services LLC3,758$2.01M0.0%+2.0%0.009%
5/5/2025FAS Wealth Partners Inc.1,217$649K0.1%+16.2%0.003%
5/5/2025STAR Financial Bank1,251$667K0.5%-7.3%0.003%
5/5/2025Csenge Advisory Group16,723$8.39M0.5%+15.5%0.041%
5/5/2025AMG National Trust Bank8,361$4.46M0.1%-0.6%0.021%
5/5/2025Washburn Capital Management Inc.60,960$32.52M18.0%-3.2%0.150%
5/5/2025Private Advisor Group LLC12,178$6.50M0.0%-4.9%0.030%
5/5/2025JMG Financial Group Ltd.7,230$3.86M0.1%+0.8%0.018%
5/5/2025Hollencrest Capital Management50$26K0.0%-74.9%0.000%
5/5/2025Jennison Associates LLC2,072$1.11M0.0%-10.3%0.005%
5/2/2025 Sachetta LLC1,629$869K0.4%-4.3%0.004%
5/2/2025 Kingsview Wealth Management LLC2,321$1.24M0.0%-6.9%0.006%
5/2/2025 Members Trust Co966$515K0.0%N/A0.002%
5/2/2025 Bailard Inc.6,381$3.40M0.1%-1.5%0.016%
5/2/2025 Opulen Financial Group LLC1,154$616K0.6%+4.2%0.003%
5/2/2025 Graypoint LLC5,680$3.03M0.2%+26.2%0.014%
5/2/2025 Ascent Wealth Partners LLC61,310$32.71M4.4%+3.1%0.150%
5/2/2025 Mayflower Financial Advisors LLC9,517$5.08M0.8%-1.4%0.023%
5/2/2025 Legacy Capital Wealth Partners LLC1,143$610K0.1%N/A0.003%
5/2/2025 Napatree Capital LLC500$267K0.2%+5.9%0.001%
5/2/2025 Windsor Capital Management LLC434$231K0.1%-6.5%0.001%
5/2/2025 Welch & Forbes LLC169,884$90.63M1.2%-1.1%0.415%
5/2/2025 Pettinga Financial Advisors LLC1,636$873K0.2%+9.0%0.004%
5/2/2025 Cullen Frost Bankers Inc.788$420K0.0%-12.5%0.002%
5/2/2025 Victory Capital Management Inc.14,495$7.73M0.0%-3.0%0.035%
5/2/2025 Bridgewater Advisors Inc.1,278$667K0.1%N/A0.003%
5/2/2025 Sage Mountain Advisors LLC1,190$635K0.0%-43.0%0.003%
5/2/2025 Graybill Wealth Management LTD.165$88K0.0%N/A0.000%
5/2/2025 Firestone Capital Management9,229$4.92M1.3%-4.6%0.023%
5/2/2025 Dakota Wealth Management11,997$6.40M0.1%+0.3%0.029%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd500$267K0.0%N/A0.001%
5/2/2025 Trail Ridge Investment Advisors LLC669$357K0.2%-7.0%0.002%
5/2/2025 Apollon Wealth Management LLC8,414$4.49M0.1%-7.4%0.021%
5/2/2025 Bogart Wealth LLC660$352K0.0%-27.4%0.002%
5/2/2025 Sigma Planning Corp5,092$2.72M0.1%+2.9%0.012%
5/2/2025 Catalyst Financial Partners LLC791$422K0.1%+10.5%0.002%
5/2/2025 Signaturefd LLC591$315K0.0%-3.3%0.001%
5/2/2025 Edgestream Partners L.P.387$206K0.0%N/A0.001%
URGENT: Someone's Moving Gold Out of London... (Ad)

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Go here to learn about my Top Four picks for the coming bull mania.
5/1/2025 Gould Asset Management LLC CA6,551$3.50M0.7%+1.1%0.016%
5/1/2025 LRI Investments LLC324$173K0.0%+39.7%0.001%
5/1/2025 Oldfather Financial Services LLC51,922$27.70M10.5%+0.6%0.127%
5/1/2025 Asset Dedication LLC553$295K0.0%+50.7%0.001%
5/1/2025 CWM LLC14,662$7.82M0.0%+2.8%0.036%
5/1/2025 Pittenger & Anderson Inc.70,075$37.38M1.4%+1.3%0.171%
5/1/2025 TruNorth Capital Management LLC1,393$743K0.2%+3,382.5%0.003%
5/1/2025 Fulton Breakefield Broenniman LLC539$288K0.0%-35.1%0.001%
5/1/2025 Stephens Inc. AR1,941$1.04M0.0%+21.2%0.005%
5/1/2025 3EDGE Asset Management LP932$497K0.0%-14.3%0.002%
5/1/2025 Sentinel Trust Co. LBA6,454$3.44M0.4%-2.1%0.016%
5/1/2025 Mathes Company Inc.700$373K0.2%-17.6%0.002%
5/1/2025 Ballentine Partners LLC6,839$3.65M0.1%+3.1%0.017%
5/1/2025 Coyle Financial Counsel LLC2,506$1.34M0.4%-2.8%0.006%
5/1/2025 Beirne Wealth Consulting Services LLC802$430K0.2%-3.3%0.002%
5/1/2025 Quest 10 Wealth Builders Inc.109$58K0.1%-15.5%0.000%
5/1/2025 Lane & Associates LLC653$349K0.2%+6.7%0.002%
5/1/2025 Cortland Associates Inc. MO542$289K0.0%-11.9%0.001%
5/1/2025 Exchange Capital Management Inc.20,031$10.69M1.7%-1.2%0.049%
5/1/2025 Fifth Third Securities Inc.14,286$7.62M0.6%-5.2%0.035%
5/1/2025 Gateway Wealth Partners LLC471$251K0.1%+4.7%0.001%
5/1/2025 Country Club Bank18,473$9.83M0.7%-3.5%0.045%
5/1/2025 Fidelis Capital Partners LLC7,527$3.90M0.4%+47.3%0.018%
4/30/2025 Weil Company Inc.6,062$3.23M1.0%-21.3%0.015%
4/30/2025 Cerity Partners LLC132,087$70.47M0.1%+30.0%0.323%
4/30/2025 Financial Gravity Asset Management Inc.180$96K0.0%N/A0.000%
4/30/2025 Allworth Financial LP8,352$4.34M0.0%-0.7%0.020%
4/30/2025 Peddock Capital Advisors LLC19,252$10.27M2.6%-1.7%0.047%
4/30/2025 Forza Wealth Management LLC1,876$1.00M0.4%-3.8%0.005%
4/30/2025 Index Fund Advisors Inc.469$250K0.0%-6.8%0.001%
4/30/2025 Leavell Investment Management Inc.10,684$5.71M0.3%+0.5%0.026%
4/30/2025 Bridges Investment Management Inc.660$352K0.0%N/A0.002%
4/30/2025 Topsail Wealth Management LLC3,736$1.99M0.4%+38.1%0.009%
4/30/2025 Moloney Securities Asset Management LLC3,666$1.96M0.3%-4.5%0.009%
4/30/2025 Court Place Advisors LLC9,509$5.07M1.7%+0.4%0.023%
4/30/2025 Greenleaf Trust6,362$3.39M0.0%-0.9%0.016%
4/30/2025 AlphaStar Capital Management LLC2,135$1.14M0.1%+2.5%0.005%
4/30/2025 Valeo Financial Advisors LLC949$506K0.0%+8.0%0.002%
4/30/2025 M&T Bank Corp30,013$16.01M0.1%-7.5%0.073%
4/30/2025 Stratos Wealth Partners LTD.3,945$2.11M0.0%+0.5%0.010%
4/30/2025 Stratos Wealth Advisors LLC2,727$1.46M0.1%+10.2%0.007%
4/30/2025 Investment Partners LTD.383$204K0.1%-32.6%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC6,766$3.61M0.1%+1.2%0.017%
4/29/2025 Jordan Park Group LLC1,664$888K0.1%-41.6%0.004%
4/29/2025 Financial Counselors Inc.65,600$35.00M0.5%+0.1%0.160%
4/29/2025 Wood Tarver Financial Group LLC1,730$923K0.3%-1.4%0.004%
4/29/2025 TD Private Client Wealth LLC2,637$1.41M0.0%-31.3%0.006%
4/29/2025 Capital Advisors Inc. OK683$364K0.0%-6.8%0.002%
4/29/2025 Envestnet Asset Management Inc.76,412$40.76M0.0%+4.1%0.187%
4/29/2025 Cloud Capital Management LLC91$48K0.0%N/A0.000%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
4/29/2025 Meridian Investment Counsel Inc.8,723$4.65M1.4%+4.5%0.021%
4/29/2025 Atlantic Edge Private Wealth Management LLC24,446$13.04M4.0%-0.8%0.060%
4/29/2025 Lee Danner & Bass Inc.925$493K0.0%+23.0%0.002%
4/29/2025 NORTHSTAR ASSET MANAGEMENT Co LLC4,820$2.57M0.6%-0.4%0.012%
4/29/2025 Concurrent Investment Advisors LLC897$478K0.0%-55.1%0.002%
4/29/2025 Braun Stacey Associates Inc.2,123$1.13M0.0%-10.1%0.005%
4/29/2025 Simmons Bank26,716$14.25M1.1%-6.1%0.065%
4/29/2025 Bank of New York Mellon Corp169,477$90.41M0.0%-0.8%0.414%
4/29/2025 World Investment Advisors16,207$8.65M0.2%+2.3%0.040%
4/29/2025 Sonata Capital Group Inc.7,596$4.05M1.8%-4.2%0.019%
(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, 1,342 institutional investors and hedge funds held shares of SPDR S&P MidCap 400 ETF Trust. The most heavily invested institutionals were Bank of America Corp DE ($1.19B), Wells Fargo & Company MN ($780.54M), Northern Trust Corp ($634.53M), US Bancorp DE ($595.76M), Morgan Stanley ($576.51M), Pathstone Holdings LLC ($516.12M), and Veritable L.P. ($462.75M).Learn more on MDY's institutional investors.

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

Of the 1,054 institutional investors that purchased SPDR S&P MidCap 400 ETF Trust 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), GAMMA Investing LLC ($1.23M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Strategic Financial Concepts LLC ($615.54K), and Kayne Anderson Rudnick Investment Management LLC ($598.51K).

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

Institutional investors have bought a total of 21,292,299 shares in the last 24 months. This purchase volume represents approximately $11.14B in transactions.

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

Of the 820 institutional investors that sold SPDR S&P MidCap 400 ETF Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Granite Bay Wealth Management LLC ($2.54M), International Assets Investment Management LLC ($2.17M), Royal Bank of Canada ($241.07K), Houlihan Financial Resource Group Ltd. ($209.12K), Bessemer Group Inc. ($191.36K), Creative Planning ($180.25K), and Barclays PLC ($164.52K).

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

Institutional investors have sold a total of 8,837,162 shares in the last 24 months. This volume of shares sold represents approximately $4.77B in transactions.



This page (NYSEARCA:MDY) was last updated on 5/5/2025 by MarketBeat.com Staff
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