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

$527.86
-1.94 (-0.37%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
604
Total
Institutional Inflows
(last 12 months)
$4.58B
Number of
Institutional Sellers
(last 12 months)
552
Total
Institutional Outflows
(last 12 months)
$1.19B
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.

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
4/25/2024IFG Advisors LLC39,132$21.77M5.6%+5.4%0.097%
4/25/2024Summit Financial LLC5,450$3.04M0.2%+21.2%0.014%
4/25/2024IAG Wealth Partners LLC229$127K0.0%+780.8%0.001%
4/24/2024Private Trust Co. NA4,916$2.74M0.3%-1.9%0.012%
4/24/2024Leavell Investment Management Inc.10,190$5.68M0.3%-3.1%0.025%
4/24/2024CENTRAL TRUST Co9,610$5.35M0.1%-2.8%0.024%
4/24/2024Pegasus Partners Ltd.11,366$6.32M0.7%-6.7%0.028%
4/24/2024Blue Bell Private Wealth Management LLC467$260K0.1%-24.3%0.001%
4/24/2024Dakota Wealth Management12,238$6.81M0.2%-5.0%0.030%
4/24/2024SOL Capital Management CO2,045$1.14M0.1%-4.7%0.005%
4/24/2024Simplicity Wealth LLC2,399$1.34M0.0%N/A0.006%
4/24/2024Spire Wealth Management2,415$1.34M0.1%-3.1%0.006%
4/24/2024Essex Financial Services Inc.2,584$1.44M0.1%+25.8%0.006%
4/23/2024 Bell Bank1,485$826K0.1%N/A0.004%
4/23/2024Busey Bank13,623$7.58M0.3%-0.4%0.034%
4/23/2024 Platte River Wealth Advisors LLC385$214K0.1%-11.5%0.001%
4/23/2024 BSW Wealth Partners979$545K0.1%+47.2%0.002%
4/23/2024 Precedent Wealth Partners LLC4,691$2.61M1.1%+2.6%0.012%
4/23/2024 Milestone Asset Management LLC373$208K0.1%-9.0%0.001%
4/23/2024 Global Retirement Partners LLC5,221$2.91M0.1%-1.0%0.013%
4/23/2024 WASHINGTON TRUST Co105,079$58.47M2.1%-2.1%0.261%
4/23/2024 Venturi Wealth Management LLC4,422$2.46M0.2%+4.1%0.011%
4/23/2024 Fifth Third Bancorp6,098$3.39M0.0%-8.8%0.015%
4/23/2024 Summit Trail Advisors LLC1,864$1.04M0.0%-41.2%0.005%
4/23/2024 Stablepoint Partners LLC896$499K0.1%+40.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.138,712$77.18M0.1%-1.5%0.344%
4/23/2024 Crescent Sterling Ltd.3,757$2.09M1.9%+1.4%0.009%
4/22/2024 Nicholas Hoffman & Company LLC.383$213K0.0%N/A0.001%
4/22/2024 Strategic Financial Concepts LLC571$318K0.1%N/A0.001%
4/22/2024 Confluence Wealth Services Inc.377$210K0.0%-66.6%0.001%
4/22/2024 Harbour Trust & Investment Management Co17,744$9.87M1.2%-0.4%0.044%
4/22/2024 Bay Rivers Group7,874$4.38M2.4%+4.6%0.020%
4/22/2024 PFG Investments LLC639$355K0.0%N/A0.002%
4/22/2024 Altfest L J & Co. Inc.2,428$1.35M0.2%-24.4%0.006%
4/22/2024 Raymond James & Associates356,786$198.52M0.1%-10.8%0.886%
4/22/2024 Accordant Advisory Group Inc394$219K0.2%N/A0.001%
4/22/2024Ashton Thomas Private Wealth LLC7,720$4.30M0.2%-0.9%0.019%
4/22/2024 Edge Financial Advisors LLC2,737$1.52M1.3%N/A0.007%
4/22/2024 Benchmark Financial Wealth Advisors LLC7,783$4.33M1.7%-3.2%0.019%
4/22/2024 American Institute for Advanced Investment Management LLP3,853$2.14M1.7%-1.0%0.010%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
4/22/2024 Strategic Advisors LLC1,083$603K0.1%N/A0.003%
4/19/2024 FORVIS Wealth Advisors LLC2,304$1.28M0.0%+27.7%0.006%
4/19/2024 GenTrust LLC3,317$1.85M0.1%-0.7%0.008%
4/19/2024 Veracity Capital LLC4,359$2.43M0.9%-36.9%0.011%
4/19/2024 FCG Investment Co725$403K0.3%+43.0%0.002%
4/19/2024 Pachira Investments Inc.20,368$11.33M9.3%-2.4%0.051%
4/19/2024 Norden Group LLC13,158$7.32M0.1%+1,139.0%0.033%
4/19/2024 Arvest Investments Inc.17,880$9.95M1.6%-2.1%0.044%
4/18/2024 SeaCrest Wealth Management LLC379$211K0.0%N/A0.001%
4/18/2024 Eagle Ridge Investment Management402$224K0.0%N/A0.001%
4/18/2024 Exchange Capital Management Inc.21,845$12.16M2.0%-1.4%0.054%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,958$1.65M0.4%-31.9%0.007%
4/18/2024 Steele Capital Management Inc.35,904$20.01M1.1%+0.1%0.089%
4/18/2024 Miracle Mile Advisors LLC32,999$18.36M0.5%-12.5%0.082%
4/18/2024 Kowal Investment Group LLC42,568$23.69M5.1%+0.3%0.106%
4/18/2024 Diversified Trust Co5,002$2.78M0.1%+10.1%0.012%
4/18/2024 Fifth Third Securities Inc.17,617$9.82M1.0%+0.5%0.044%
4/18/2024 Mirador Capital Partners LP991$551K0.1%-2.0%0.002%
4/18/2024 Omega Financial Group LLC1,531$852K0.3%-6.2%0.004%
4/18/2024 Koss Olinger Consulting LLC790$440K0.2%-24.0%0.002%
4/18/2024 Financial Partners Group LLC2,167$1.21M0.5%+406.3%0.005%
4/18/2024 Breakwater Capital Group6,037$3.36M0.8%+10.5%0.015%
4/17/2024 Dumont & Blake Investment Advisors LLC20,474$11.39M3.3%-1.3%0.051%
4/17/2024 Cornerstone Wealth Group LLC448$249K0.0%N/A0.001%
4/17/2024 River Street Advisors LLC362$201K0.1%-40.7%0.001%
4/17/2024 Founders Financial Securities LLC2,590$1.44M0.2%-18.0%0.006%
4/17/2024 Fox Hill Wealth Management361$201K0.1%N/A0.001%
4/17/2024 Winthrop Advisory Group LLC4,320$2.41M0.3%-12.6%0.011%
4/17/2024 Private Ocean LLC1,119$622K0.1%+3.4%0.003%
4/17/2024 Trivant Custom Portfolio Group LLC438$244K0.2%-12.0%0.001%
4/16/2024 MCF Advisors LLC23,316$12.98M1.0%-0.4%0.058%
4/16/2024 Toth Financial Advisory Corp74$41K0.0%+68.2%0.000%
4/16/2024 Trifecta Capital Advisors LLC20,928$11.64M2.8%+1.0%0.052%
4/16/2024 OneAscent Financial Services LLC1,087$605K0.1%-5.1%0.003%
4/16/2024 Cambridge Advisors Inc.4,029$2.24M0.5%-1.9%0.010%
4/16/2024 Register Financial Advisors LLC94$52K0.0%N/A0.000%
4/16/2024 Courier Capital LLC4,832$2.69M0.2%-0.5%0.012%
4/16/2024 Cypress Wealth Services LLC485$270K0.1%N/A0.001%
4/16/2024 Chesley Taft & Associates LLC13,680$7.61M0.4%-0.3%0.034%
4/16/2024 Colorado Capital Management Inc.13,197$7.34M4.3%-1.0%0.033%
4/16/2024 Wealth Enhancement Advisory Services LLC37,275$20.74M0.1%-1.7%0.093%
4/15/2024 Cumberland Advisors Inc.44,867$24.96M9.3%+2.1%0.111%
4/15/2024 Orgel Wealth Management LLC1,205$670K0.0%-3.7%0.003%
4/15/2024 Wealthcare Advisory Partners LLC5,960$3.32M0.1%+4.9%0.015%
4/15/2024 S.A. Mason LLC706$393K0.2%+7.0%0.002%
4/15/2024 Revolve Wealth Partners LLC4,033$2.24M0.4%+2.3%0.010%
4/15/2024 Matrix Asset Advisors Inc. NY5,275$2.94M0.4%-4.1%0.013%
4/15/2024 St. Johns Investment Management Company LLC5,024$2.80M1.3%-9.9%0.012%
4/15/2024 G&S Capital LLC8,963$4.99M2.2%+2.4%0.022%
4/15/2024 Brookstone Capital Management822$457K0.0%-24.8%0.002%
The World's First "$20 Trillion Drug?" (Ad)

One small biotech holds the key to a revolution in treating Alzheimer's disease. Jeff Bezos, Goldman Sachs & Big Pharma giants have invested billions into this unknown biotech. Our research proves that anyone who gets in today could see gains as high as 113,000%!

Get the name of the stock here >>>
4/15/2024 Sunbelt Securities Inc.178$99K0.0%-23.9%0.000%
4/15/2024 RMR Wealth Builders14,057$7.82M0.9%+0.6%0.035%
4/15/2024 Flagstar Advisors Inc.5,121$2.86M0.8%+6.4%0.013%
4/15/2024 Kingswood Wealth Advisors LLC742$413K0.0%-5.1%0.002%
4/15/2024 Disciplined Investments LLC2,665$1.48M0.8%-0.9%0.007%
4/15/2024 Kwmg LLC508$283K0.0%-3.6%0.001%
4/13/2024 Retirement Planning Group LLC444$247K0.0%+8.3%0.001%
4/12/2024 Mechanics Bank Trust Department17,456$9.71M1.4%-3.1%0.043%
4/12/2024 Gilman Hill Asset Management LLC4,946$2.75M0.5%-1.1%0.012%
4/12/2024 Jacobs & Co. CA370$205K0.0%N/A0.001%
(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, 1,208 institutional investors and hedge funds held shares of SPDR S&P MidCap 400 ETF Trust. The most heavily invested institutionals were Arete Wealth Advisors LLC ($252.59B), Whalerock Point Partners LLC ($2.27B), Granite Bay Wealth Management LLC ($1.19B), Bank of America Corp DE ($985.70M), Wells Fargo & Company MN ($749.17M), Northern Trust Corp ($583.84M), and Morgan Stanley ($576.51M).Learn more on MDY's institutional investors.

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

Of the 956 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 ($2.55M), International Assets Investment Management LLC ($1.52M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Bank of Montreal Can ($587.29K), Beirne Wealth Consulting Services LLC ($512.43K), and Scarborough Advisors LLC ($390.54K).

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

Institutional investors have bought a total of 13,900,086 shares in the last 24 months. This purchase volume represents approximately $6.49B in transactions.

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

Of the 765 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: Healthcare of Ontario Pension Plan Trust Fund ($412K), Houlihan Financial Resource Group Ltd. ($208.88K), JPMorgan Chase & Co. ($202.35K), Creative Planning ($201.62K), PNC Financial Services Group Inc. ($181.83K), Barclays PLC ($175.82K), and Raymond James & Associates ($164.84K).

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

Institutional investors have sold a total of 4,613,243 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.


This page (NYSEARCA:MDY) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners