Go Pro

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

SPDR S&P MidCap 400 ETF Trust logo
$693.70 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$693.61 -0.09 (-0.01%)
As of 07/2/2026 07:59 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.

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

Number of
Institutional Buyers
(last 12 months)
750
Total
Institutional Inflows
(last 12 months)
$4.66B
Number of
Institutional Sellers
(last 12 months)
722
Total
Institutional Outflows
(last 12 months)
$2.77B
Get MDY Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P MidCap 400 ETF Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB54,236$38.15M1.0%-4.9%0.136%
7/2/2026 CX Institutional2,285$1.61M0.0%+100.1%0.006%
7/1/2026 First Financial Bank Trust Division17,093$12.02M0.9%+5.0%0.044%
7/1/2026 Eastern Bank5,448$3.83M0.1%+4.9%0.014%
7/1/2026 Trust Co of the South292$205K0.0%N/A0.001%
7/1/2026 Global Wealth Strategies & Associates2,065$1.45M0.3%+14,650.0%0.005%
6/16/2026Steelhead Wealth Management LLC650$401K0.2%N/A0.002%
6/12/2026S&A Financial Services Inc.410$253K0.2%N/A0.001%
6/8/2026First National Bank of Mount Dora Trust Investment Services1,796$1.11M0.2%-1.8%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co1,872$1.16M0.1%-2.6%0.005%
6/3/2026DV Trading LLC2,123$1.31M0.0%-9.6%0.005%
6/3/2026NewEdge Advisors LLC7,402$4.57M0.0%-2.3%0.019%
6/1/2026First Nebraska Trust Co425$262K0.0%N/A0.001%
6/1/2026Financial Solutions Advisory Group Inc.1,657$1.02M0.1%N/A0.004%
6/1/2026Keel Point LLC400$247K0.0%-17.4%0.001%
5/29/2026Asset Dedication LLC572$353K0.0%-8.0%0.001%
5/28/2026Blue Fin Capital Inc.4,219$2.60M0.4%+13.5%0.011%
5/26/2026Glenmede Trust Co. NA22,878$14.11M0.1%-1.3%0.058%
5/22/2026Segall Bryant & Hamill LLC5,120$3.20M0.0%N/A0.013%
5/21/2026Essential Partners LLC100$62K0.0%N/A0.000%
5/21/2026Vestor Capital LLC30,810$19.00M1.4%+3,524.7%0.078%
5/21/2026JDM Financial Group LLC26,960$16.63M3.5%+3,812.9%0.069%
5/20/2026SOA Wealth Advisors LLC.1,903$1.17M0.1%-2.2%0.005%
5/19/2026Bank of America Corp DE2,047,984$1.26B0.1%-3.4%5.212%
5/19/2026Edgestream Partners L.P.377$233K0.0%-10.9%0.001%
5/19/2026Centaurus Financial Inc.5,126$3.16M0.2%-7.2%0.013%
5/19/2026Arkadios Wealth Advisors5,142$3.17M0.1%-8.8%0.013%
5/19/2026Claris Financial LLC186$115K0.1%N/A0.000%
5/18/2026EverSource Wealth Advisors LLC2,095$1.29M0.0%+19.7%0.005%
5/18/2026Royal Bank of Canada299,723$184.86M0.0%-14.9%0.763%
5/18/2026Empowered Funds LLC682$421K0.0%+473.1%0.002%
5/18/2026Estate Counselors LLC425$262K0.0%N/A0.001%
5/18/2026Evercore Wealth Management LLC15,390$9.49M0.1%-1.1%0.039%
5/16/2026KCM Investment Advisors LLC14,012$8.64M0.3%-3.1%0.036%
5/16/2026Measured Risk Portfolios Inc.746$460K0.5%+4.0%0.002%
5/16/2026Glen Eagle Advisors LLC6,250$3.86M0.5%-1.1%0.016%
5/16/2026Quantinno Capital Management LP15,027$9.27M0.0%-7.4%0.038%
5/16/2026SummitTX Capital L.P.53,484$32.99M1.0%+41.2%0.136%
5/15/2026Wealth Watch Advisors INC2,256$1.39M0.6%+5.3%0.006%
5/15/2026Bradley Foster & Sargent Inc. CT2,595$1.60M0.0%-1.1%0.007%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
5/15/2026Waverly Advisors LLC12,125$7.48M0.1%-3.4%0.031%
5/15/2026Asset Management Group Inc.4,800$2.96M0.5%+0.8%0.012%
5/15/2026Wealth Alliance LLC665$410K0.0%-60.5%0.002%
5/15/2026Vivaldi Capital Management LP352$217K0.0%-10.0%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund16,300$10.05M0.0%N/A0.041%
5/14/2026Renaissance Technologies LLC12,720$7.85M0.0%N/A0.032%
5/14/2026Hilltop Holdings Inc.3,767$2.32M0.2%+1.9%0.010%
5/14/2026Compound Planning Inc.1,620$999K0.0%+4.3%0.004%
5/14/2026Klingman & Associates LLC41,668$25.70M1.2%-0.4%0.106%
5/14/2026Keebeck Wealth Management329$203K0.0%N/A0.001%
5/14/2026Aspen Grove Capital LLC938$581K0.1%-29.4%0.002%
5/14/2026RMG Wealth Management LLC78$53K0.0%N/A0.000%
5/14/2026Bank of Nova Scotia3,311$2.04M0.0%-49.2%0.008%
5/14/2026Lido Advisors LLC54,342$33.56M0.1%-0.4%0.138%
5/13/2026Cetera Investment Advisers89,367$55.12M0.1%+2.9%0.227%
5/13/2026Lavaca Capital LLC3,500$2.16M0.4%-11.2%0.009%
5/13/2026NewEdge Wealth LLC757$467K0.0%-93.3%0.002%
5/13/2026Arvest Bank Trust Division227,616$140.38M7.6%-1.9%0.579%
5/13/2026First Citizens Bank & Trust Co.6,222$3.84M0.1%-4.0%0.016%
5/13/2026Alesco Advisors LLC An ESL Co1,400$863K0.0%-1.1%0.004%
5/13/2026First Trust Advisors LP700$432K0.0%+86.7%0.002%
5/8/2026PNC Financial Services Group Inc.699,307$431.30M0.2%-0.8%1.780%
5/8/2026Glenview Trust Co976$602K0.0%+2.5%0.002%
5/8/2026Madison Asset Management LLC59,247$36.54M0.5%-28.9%0.151%
5/8/2026JMG Financial Group Ltd.6,786$4.19M0.1%-3.8%0.017%
5/8/2026Cannon Capital Management Inc.1,691$1.04M0.8%-20.3%0.004%
5/8/2026JSF Financial LLC449$277K0.1%-4.3%0.001%
5/7/2026Hopwood Financial Services Inc.10,138$6.25M4.2%-2.5%0.026%
5/7/2026Grant Street Asset Management Inc.678$418K0.1%N/A0.002%
5/7/2026Commonwealth Financial Services LLC684$422K0.1%-2.1%0.002%
5/7/2026Meeder Advisory Services Inc.499$308K0.0%-11.2%0.001%
5/7/2026Scarborough Advisors LLC580$357K0.0%-3.0%0.001%
5/7/2026Koss Olinger Consulting LLC1,472$908K0.1%-18.1%0.004%
5/7/2026True North Advisors LLC689$425K0.0%N/A0.002%
5/7/2026Paradigm Strategies in Wealth Management LLC2,845$1.75M1.2%-2.9%0.007%
5/7/2026Arjuna Capital375$231K0.1%N/A0.001%
5/7/2026Tandem Wealth Advisors LLC40,661$25.08M11.2%-1.5%0.103%
5/7/2026Crescent Grove Advisors LLC325$201K0.0%N/A0.001%
5/7/2026Ascent Wealth Partners LLC41,532$25.62M3.0%-35.4%0.106%
5/6/2026Jennison Associates LLC1,874$1.16M0.0%-46.9%0.005%
5/6/2026Audent Global Asset Management LLC4,582$2.83M2.9%-20.9%0.012%
5/6/2026Bartlett & CO. Wealth Management LLC63,092$41.66M0.6%-0.4%0.161%
5/6/2026Zhang Financial LLC2,571$1.59M0.1%-0.8%0.007%
5/6/2026Centennial Bank AR 110$68K0.0%N/A0.000%
5/6/2026Gryphon Financial Partners LLC2,005$1.24M0.1%-1.8%0.005%
5/6/2026Modera Wealth Management LLC7,412$4.57M0.1%-18.7%0.019%
5/6/2026Assetmark Inc.497$307K0.0%+28.1%0.001%
5/6/2026Gould Asset Management LLC CA2,781$1.72M0.3%-14.6%0.007%
5/6/2026Main Street Group LTD90$56K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.34,643$21.37M0.0%-61.2%0.088%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
5/6/2026Avalon Trust Co1,250$771K0.1%+25.0%0.003%
5/6/2026Independent Financial Group LLC2,697$1.66M0.0%N/A0.007%
5/5/2026Noesis Capital Mangement Corp380$234K0.0%-11.6%0.001%
5/5/2026D.A. Davidson & CO.1,349$832K0.0%-1.2%0.003%
5/5/2026RFG Bristol Wealth Advisors LLC1,797$1.11M0.3%+70.5%0.005%
5/5/2026Beaumont Financial Advisors LLC2,318$1.43M0.1%-1.8%0.006%
5/5/2026Journey Advisory Group LLC2,202$1.36M0.1%-2.4%0.006%
5/5/2026Sanctuary Advisors LLC12,193$7.52M0.0%+10.7%0.031%
5/5/2026Sterling Investment Advisors Ltd.4,076$2.51M0.4%-0.5%0.010%
5/5/2026Sigma Planning Corp5,101$3.15M0.1%+2.8%0.013%


MDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,475 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 1,179 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 8,040,112 shares in the last 24 months. This purchase volume represents approximately $4.66B in transactions.

Of the 722 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 4,641,105 shares in the last 24 months. This volume of shares sold represents approximately $2.77B in transactions.



This page (NYSEARCA:MDY) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners