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

SPDR S&P MidCap 400 ETF Trust logo
$670.65 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$670.06 -0.59 (-0.09%)
As of 05/22/2026 05:05 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
745
Total
Institutional Inflows
(last 12 months)
$4.66B
Number of
Institutional Sellers
(last 12 months)
718
Total
Institutional Outflows
(last 12 months)
$2.77B
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026 Segall Bryant & Hamill LLC5,120$3.20M0.0%N/A0.013%
5/21/2026 Essential Partners LLC100$62K0.0%N/A0.000%
5/21/2026 Vestor Capital LLC30,810$19.00M1.4%+3,524.7%0.078%
5/21/2026 JDM Financial Group LLC26,960$16.63M3.5%+3,812.9%0.069%
5/20/2026 SOA Wealth Advisors LLC.1,903$1.17M0.1%-2.2%0.005%
5/19/2026 Bank of America Corp DE2,047,984$1.26B0.1%-3.4%5.212%
5/19/2026 Edgestream Partners L.P.377$233K0.0%-10.9%0.001%
5/19/2026 Centaurus Financial Inc.5,126$3.16M0.2%-7.2%0.013%
5/19/2026 Arkadios Wealth Advisors5,142$3.17M0.1%-8.8%0.013%
5/19/2026 Claris Financial LLC186$115K0.1%N/A0.000%
5/18/2026 EverSource Wealth Advisors LLC2,095$1.29M0.0%+19.7%0.005%
5/18/2026 Royal Bank of Canada299,723$184.86M0.0%-14.9%0.763%
5/18/2026 Empowered Funds LLC682$421K0.0%+473.1%0.002%
5/18/2026 Estate Counselors LLC425$262K0.0%N/A0.001%
5/18/2026 Evercore Wealth Management LLC15,390$9.49M0.1%-1.1%0.039%
5/16/2026 KCM Investment Advisors LLC14,012$8.64M0.3%-3.1%0.036%
5/16/2026 Measured Risk Portfolios Inc.746$460K0.5%+4.0%0.002%
5/16/2026 Glen Eagle Advisors LLC6,250$3.86M0.5%-1.1%0.016%
5/16/2026 Quantinno Capital Management LP15,027$9.27M0.0%-7.4%0.038%
5/16/2026 SummitTX Capital L.P.53,484$32.99M1.0%+41.2%0.136%
5/15/2026 Wealth Watch Advisors INC2,256$1.39M0.6%+5.3%0.006%
5/15/2026 Bradley Foster & Sargent Inc. CT2,595$1.60M0.0%-1.1%0.007%
5/15/2026 Waverly Advisors LLC12,125$7.48M0.1%-3.4%0.031%
5/15/2026 Asset Management Group Inc.4,800$2.96M0.5%+0.8%0.012%
5/15/2026 Wealth Alliance LLC665$410K0.0%-60.5%0.002%
5/15/2026 Vivaldi Capital Management LP352$217K0.0%-10.0%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund16,300$10.05M0.0%N/A0.041%
5/14/2026 Renaissance Technologies LLC12,720$7.85M0.0%N/A0.032%
5/14/2026 Hilltop Holdings Inc.3,767$2.32M0.2%+1.9%0.010%
5/14/2026 Compound Planning Inc.1,620$999K0.0%+4.3%0.004%
5/14/2026 Klingman & Associates LLC41,668$25.70M1.2%-0.4%0.106%
5/14/2026 Keebeck Wealth Management329$203K0.0%N/A0.001%
5/14/2026 Aspen Grove Capital LLC938$581K0.1%-29.4%0.002%
5/14/2026 RMG Wealth Management LLC78$53K0.0%N/A0.000%
5/14/2026 Bank of Nova Scotia3,311$2.04M0.0%-49.2%0.008%
5/14/2026 Lido Advisors LLC54,342$33.56M0.1%-0.4%0.138%
5/13/2026 Cetera Investment Advisers89,367$55.12M0.1%+2.9%0.227%
5/13/2026 Lavaca Capital LLC3,500$2.16M0.4%-11.2%0.009%
5/13/2026 NewEdge Wealth LLC757$467K0.0%-93.3%0.002%
5/13/2026 Arvest Bank Trust Division227,616$140.38M7.6%-1.9%0.579%
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5/13/2026 First Citizens Bank & Trust Co.6,222$3.84M0.1%-4.0%0.016%
5/13/2026 Alesco Advisors LLC An ESL Co1,400$863K0.0%-1.1%0.004%
5/13/2026 First Trust Advisors LP700$432K0.0%+86.7%0.002%
5/8/2026 PNC Financial Services Group Inc.699,307$431.30M0.2%-0.8%1.780%
5/8/2026 Glenview Trust Co976$602K0.0%+2.5%0.002%
5/8/2026 Madison Asset Management LLC59,247$36.54M0.5%-28.9%0.151%
5/8/2026 JMG Financial Group Ltd.6,786$4.19M0.1%-3.8%0.017%
5/8/2026 Cannon Capital Management Inc.1,691$1.04M0.8%-20.3%0.004%
5/8/2026 JSF Financial LLC449$277K0.1%-4.3%0.001%
5/7/2026 Hopwood Financial Services Inc.10,138$6.25M4.2%-2.5%0.026%
5/7/2026 Grant Street Asset Management Inc.678$418K0.1%N/A0.002%
5/7/2026 Commonwealth Financial Services LLC684$422K0.1%-2.1%0.002%
5/7/2026 Meeder Advisory Services Inc.499$308K0.0%-11.2%0.001%
5/7/2026 Scarborough Advisors LLC580$357K0.0%-3.0%0.001%
5/7/2026 Koss Olinger Consulting LLC1,472$908K0.1%-18.1%0.004%
5/7/2026 True North Advisors LLC689$425K0.0%N/A0.002%
5/7/2026 Paradigm Strategies in Wealth Management LLC2,845$1.75M1.2%-2.9%0.007%
5/7/2026 Arjuna Capital375$231K0.1%N/A0.001%
5/7/2026 Tandem Wealth Advisors LLC40,661$25.08M11.2%-1.5%0.103%
5/7/2026 Crescent Grove Advisors LLC325$201K0.0%N/A0.001%
5/7/2026 Ascent Wealth Partners LLC41,532$25.62M3.0%-35.4%0.106%
5/6/2026 Jennison Associates LLC1,874$1.16M0.0%-46.9%0.005%
5/6/2026 Audent Global Asset Management LLC4,582$2.83M2.9%-20.9%0.012%
5/6/2026 Bartlett & CO. Wealth Management LLC63,092$41.66M0.6%-0.4%0.161%
5/6/2026 Zhang Financial LLC2,571$1.59M0.1%-0.8%0.007%
5/6/2026 Centennial Bank AR 110$68K0.0%N/A0.000%
5/6/2026 Gryphon Financial Partners LLC2,005$1.24M0.1%-1.8%0.005%
5/6/2026 Modera Wealth Management LLC7,412$4.57M0.1%-18.7%0.019%
5/6/2026 Assetmark Inc.497$307K0.0%+28.1%0.001%
5/6/2026 Gould Asset Management LLC CA2,781$1.72M0.3%-14.6%0.007%
5/6/2026 Main Street Group LTD90$56K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.34,643$21.37M0.0%-61.2%0.088%
5/6/2026 Avalon Trust Co1,250$771K0.1%+25.0%0.003%
5/6/2026 Independent Financial Group LLC2,697$1.66M0.0%N/A0.007%
5/5/2026 Noesis Capital Mangement Corp380$234K0.0%-11.6%0.001%
5/5/2026 D.A. Davidson & CO.1,349$832K0.0%-1.2%0.003%
5/5/2026 RFG Bristol Wealth Advisors LLC1,797$1.11M0.3%+70.5%0.005%
5/5/2026 Beaumont Financial Advisors LLC2,318$1.43M0.1%-1.8%0.006%
5/5/2026 Journey Advisory Group LLC2,202$1.36M0.1%-2.4%0.006%
5/5/2026 Sanctuary Advisors LLC12,193$7.52M0.0%+10.7%0.031%
5/5/2026 Sterling Investment Advisors Ltd.4,076$2.51M0.4%-0.5%0.010%
5/5/2026 Sigma Planning Corp5,101$3.15M0.1%+2.8%0.013%
5/5/2026 Conservest Capital Advisors Inc.211,706$130.58M11.8%-1.2%0.539%
5/5/2026 Roberts Glore & Co. Inc. IL1,740$1.07M0.3%+18.3%0.004%
5/5/2026 Nwam LLC1,008$622K0.0%-54.7%0.003%
5/5/2026 Flynn Zito Capital Management LLC879$542K0.2%-3.5%0.002%
5/5/2026 Avantax Planning Partners Inc.1,671$1.03M0.0%-7.4%0.004%
5/4/2026 AMG National Trust Bank13,814$8.52M0.2%+63.4%0.035%
5/4/2026 Lutz Financial Services LLC18,190$11.22M0.8%-2.1%0.046%
5/4/2026 Bryn Mawr Trust Advisors LLC975$601K0.0%-7.4%0.002%
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5/4/2026 Glassman Wealth Services1,836$1.13M0.2%+5.6%0.005%
5/4/2026 WJ Financial Advisors LLC2,306$1.42M1.1%+3.1%0.006%
5/4/2026 Chicago Partners Investment Group LLC45,646$30.27M0.6%+0.1%0.116%
5/4/2026 GHE LLC51,450$31.73M6.7%+4,187.5%0.131%
5/2/2026 International Assets Investment Management LLC3,892$2.42M0.1%-7.8%0.010%
5/2/2026 Trifecta Capital Advisors LLC18,311$11.29M1.7%-6.4%0.047%
5/2/2026 Associated Banc Corp7,643$4.71M0.1%-0.5%0.019%
5/2/2026 Valmark Advisers Inc.3,092$1.91M0.0%-1.5%0.008%
5/2/2026 Pittenger & Anderson Inc.58,782$36.25M1.4%-9.3%0.150%
5/2/2026 Carnegie Investment Counsel19,010$11.72M0.2%-2.4%0.048%


MDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,471 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 Goldman Sachs Group Inc. ($620.29M).Learn more on SPDR S&P MidCap 400 ETF Trust's institutional investors.

Of the 1,177 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), Granite Bay Wealth Management LLC ($2.10M), GAMMA Investing LLC ($1.23M), Moore Capital Management LP ($794.80K), and Strategic Financial Concepts LLC ($614.40K).

Institutional investors have bought a total of 8,032,820 shares in the last 24 months. This purchase volume represents approximately $4.66B in transactions.

Of the 718 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), SG Americas Securities LLC ($170.82K), and Qube Research & Technologies Ltd ($107.58K).

Institutional investors have sold a total of 4,638,111 shares in the last 24 months. This volume of shares sold represents approximately $2.77B in transactions.


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This page (NYSEARCA:MDY) was last updated on 5/26/2026 by MarketBeat.com Staff.
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