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

SPDR S&P MidCap 400 ETF Trust logo
$658.93 -9.19 (-1.38%)
As of 12:47 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)
667
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$2.46B
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MDY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026First Citizens Bank & Trust Co.5,983$3.93M0.1%-1.1%0.016%
10/14/2026Focus Financial Network Inc.2,429$1.60M0.0%-0.7%0.006%
10/14/2026Stone Summit Wealth LLC846$556K0.2%-4.9%0.002%
10/14/2026KMG Fiduciary Partners LLC7,394$4.86M0.5%-2.0%0.019%
10/14/2026Salem Investment Counselors Inc.4,840$3.19M0.1%+15.4%0.013%
10/14/2026GEM Asset Management LLC1,958$1.29M0.5%+12.5%0.005%
10/14/2026B. Riley Wealth Advisors Inc.2,578$1.69M0.1%+31.1%0.007%
10/13/2026Mechanics Bank Trust Department10,714$7.04M0.9%-0.7%0.028%
10/13/2026Fagan Associates Inc.1,096$720K0.1%+1.7%0.003%
10/13/2026Forvis Mazars Wealth Advisors LLC2,426$1.59M0.0%-1.4%0.006%
10/13/2026Contravisory Investment Management Inc.661$434K0.1%-26.8%0.002%
10/13/2026Financial Futures Ltd Liability Co.342$225K0.1%-7.1%0.001%
10/13/2026Steel Grove Capital Advisors LLC4,151$2.73M0.2%+2.8%0.011%
10/13/2026Sax Wealth Advisors LLC1,645$1.08M0.0%+53.3%0.004%
10/13/2026Avior Wealth Management LLC858$563K0.0%+2.3%0.002%
10/13/2026Paller Financial Services Inc5,596$3.68M2.8%-6.0%0.015%
10/10/2026Roan Capital Partners5,883$3.86M2.8%+5.9%0.015%
10/10/2026Montz Harcus Wealth Management LLC15,157$9.95M3.9%-4.8%0.039%
10/10/2026Marquette Asset Management LLC854$561K0.1%+6.8%0.002%
10/10/2026Sherry Group Inc.318$209K0.2%-6.5%0.001%
10/10/2026Davidson Trust Co.3,965$2.60M1.0%+6.1%0.010%
10/9/2026RFG Bristol Wealth Advisors LLC3,275$2.15M0.5%+76.7%0.009%
10/9/2026Castle Rock Wealth Management LLC1,801$1.22M0.2%-13.2%0.005%
10/9/2026Shulman DeMeo Asset Management LLC17,627$11.85M4.1%-1.4%0.046%
10/9/2026Avity Investment Management Inc.621$408K0.0%-2.4%0.002%
10/9/2026Wedmont Private Capital754$503K0.0%+33.2%0.002%
10/9/2026Paragon Capital Management Ltd1,486$976K0.2%-1.7%0.004%
10/9/2026Breakwater Capital Group7,339$4.82M0.6%+0.6%0.019%
10/9/2026Diversified Management Inc.10,982$7.21M1.3%+0.6%0.029%
10/9/2026First Heartland Consultants Inc.516$339K0.0%+36.1%0.001%
10/8/2026Grove Bank & Trust11,389$7.48M0.7%-10.4%0.030%
10/8/2026Farther Finance Advisors LLC5,358$3.52M0.0%+48.0%0.014%
10/8/2026CoreCap Advisors LLC824$541K0.0%+4.6%0.002%
10/8/2026Apeiron RIA LLC1,463$970K0.2%+6.3%0.004%
10/8/2026Titleist Asset Management LLC845$555K0.0%-5.8%0.002%
10/8/2026Apella Capital LLC5,523$3.67M0.0%+4.6%0.014%
10/8/2026Tactive Advisors LLC373$245K0.1%+26.9%0.001%
10/8/2026Kaydan Wealth Management Inc.1,156$759K0.3%-2.8%0.003%
10/8/2026Toth Financial Advisory Corp1,604$1.05M0.1%-61.7%0.004%
10/8/2026Winebrenner Capital Management LLC410$270K0.2%+32.3%0.001%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
10/7/2026Venture Visionary Partners LLC1,022$671K0.0%-4.0%0.003%
10/7/2026Steph & Co.3,800$2.50M0.6%-19.7%0.010%
10/7/2026North Point Portfolio Managers Corp OH85$56K0.0%N/A0.000%
10/6/2026Bangor Savings Bank232$152K0.0%-55.6%0.001%
10/6/2026Bank of New Hampshire7,164$4.71M1.0%-4.0%0.019%
10/5/2026Horizons Wealth Management164$108K0.1%N/A0.000%
10/5/2026Eastern Bank5,378$3.53M0.1%-1.3%0.014%
10/5/2026MassMutual Private Wealth & Trust FSB51,162$33.60M0.9%-5.7%0.133%
10/2/2026 Polaris Financial Partners2,006$1.32M0.6%N/A0.005%
10/2/2026 CX Institutional2,472$1.62M0.0%+8.2%0.006%
10/2/2026 Versant Capital Management Inc126$83K0.0%+250.0%0.000%
10/1/2026 Noble Wealth Management PBC257$169K0.1%-12.0%0.001%
10/1/2026 First Financial Bank Trust Division17,010$11.17M0.9%-0.5%0.044%
10/1/2026 Coastline Trust Co3,203$2.10M0.2%-38.9%0.008%
9/23/2026QRG Capital Management Inc.1,970$1.39M0.0%+8.2%0.005%
9/23/2026Envestnet Portfolio Solutions Inc.5,138$3.61M0.0%+31.2%0.013%
9/23/2026Envestnet Asset Management Inc.89,737$63.12M0.0%+11.4%0.234%
9/18/2026Security National Bank of Sioux City Iowa IA100$70K0.0%N/A0.000%
9/9/2026Capstone Financial Advisors Inc.14,956$10.52M0.5%-1.5%0.039%
9/9/2026Sequoia Financial Advisors LLC1,427$1.00M0.0%-38.4%0.004%
9/9/2026MCF Advisors LLC20,669$14.56M0.5%-1.7%0.054%
9/9/2026Lotus Asset Management LLC370$260K0.2%N/A0.001%
9/9/2026SVB Wealth LLC1,742$1.23M0.1%-6.7%0.005%
9/9/2026Capital Advantage Inc.1,696$1.19M0.1%-4.9%0.004%
9/9/2026NorthRock Partners LLC4,090$2.88M0.0%+0.8%0.011%
9/9/2026Integrated Wealth Concepts LLC3,832$2.70M0.0%+120.1%0.010%
9/9/2026RFG Advisory LLC1,887$1.33M0.0%-76.2%0.005%
9/9/2026NewEdge Advisors LLC7,708$5.42M0.0%+4.1%0.020%
9/9/2026IFP Advisors Inc1,602$1.13M0.0%+13.6%0.004%
9/9/2026Squarepoint Ops LLC3,548$2.50M0.0%N/A0.009%
9/9/2026Sterling Investment Advisors Ltd.4,026$2.83M0.4%-1.2%0.010%
9/8/2026Allworth Financial LP9,668$6.80M0.0%-1.8%0.025%
9/8/2026Waverly Advisors LLC14,018$9.86M0.1%+15.6%0.036%
9/8/2026Paragon Capital Management Ltd1,511$1.06M0.2%-11.1%0.004%
8/27/2026Corient Private Wealth LP226,432$159.26M0.2%-1.5%0.588%
8/27/2026Tucker Asset Management LLC356$250K0.1%N/A0.001%
8/26/2026HighTower Advisors LLC234,897$165.21M0.2%0.0%0.610%
8/23/2026Ameritas Advisory Services LLC8,908$6.27M0.1%+350.4%0.023%
8/23/2026Guardian Wealth Advisors LLC NC329$232K0.0%-4.4%0.001%
8/23/2026Kintra Wealth LLC1,719$1.23M0.1%+91.4%0.004%
8/23/2026Passaic Partners LLC27,485$19.33M1.4%N/A0.071%
8/23/2026Beaird Harris Wealth Management LLC301$212K0.0%+7.1%0.001%
8/23/2026HB Wealth Management LLC5,326$3.75M0.0%+1.5%0.014%
8/23/2026Semitam Bonam LLC2,484$1.75M1.3%-1.5%0.006%
8/23/2026Kaydan Wealth Management Inc.1,189$836K0.3%-2.5%0.003%
8/22/2026Beacon Hill Wealth Management LTD.300$211K0.1%N/A0.001%
8/22/2026NBH Bank521$366K0.2%N/A0.001%
8/22/2026Gainline Financial Partners LLC559$393K0.4%N/A0.001%
8/22/2026Markowski Investments950$668K0.1%N/A0.002%
8/22/2026Highland Investment Advisors LLC81$57K0.0%N/A0.000%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
8/22/2026Cooke Wealth Management LLC301$212K0.2%N/A0.001%
8/22/2026Rogco LP55$39K0.0%N/A0.000%
8/22/2026Syon Capital LLC345$243K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.5,366$3.74M0.0%+1.5%0.014%
8/22/2026United Community Bank1,582$1.11M0.4%+14.9%0.004%
8/22/2026Concurrent Investment Advisors LLC6,722$4.73M0.0%+10.3%0.017%
8/21/2026Mason & Associates Inc319$224K0.0%N/A0.001%
8/21/2026Montz Harcus Wealth Management LLC15,925$11.20M3.7%-0.9%0.041%
8/21/2026Mayport LLC1,430$1.01M0.2%N/A0.004%
8/21/2026Continuum Advisory LLC116$82K0.0%N/A0.000%


MDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,474 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 ($1.26B), Wells Fargo & Company MN ($810.39M), Morgan Stanley ($673.05M), Northern Trust Corp ($648.52M), and Northwestern Mutual Wealth Management Co. ($635.36M).Learn more on SPDR S&P MidCap 400 ETF Trust's institutional investors.

Of the 1,168 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: Hancock Prospecting Pty Ltd ($2.88M), Kingstone Capital Partners Texas LLC ($2.80M), International Assets Investment Management LLC ($2.17M), GAMMA Investing LLC ($1.23M), Moore Capital Management LP ($794.80K), Raymond James Financial Inc. ($608.05K), and Proficio Capital Partners LLC ($574.93K).

Institutional investors have bought a total of 2,927,337 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Of the 630 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: Northwestern Mutual Wealth Management Co. ($751.57K), Morgan Stanley ($664.75K), Tableaux LLC ($560.60K), Gridiron Partners LLC ($302.44K), Moore Capital Management LP ($293.73K), JPMorgan Chase & Co. ($80.60K), and Bank of America Corp DE ($72.35K).

Institutional investors have sold a total of 4,061,106 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MDY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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