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

SPDR S&P MidCap 400 ETF Trust logo
$690.71 +2.78 (+0.40%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$690.71 0.00 (0.00%)
As of 07/24/2026 07:34 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)
728
Total
Institutional Inflows
(last 12 months)
$3.05B
Number of
Institutional Sellers
(last 12 months)
692
Total
Institutional Outflows
(last 12 months)
$2.73B
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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
7/10/2026 Canvas Wealth Advisors LLC878$618K0.1%+7.6%0.002%
7/10/2026 Rise Advisors LLC2,011$1.41M0.4%+55.5%0.005%
7/10/2026 William Mack & Associates Inc.431$303K0.1%N/A0.001%
7/10/2026 G&S Capital LLC10,704$7.53M2.2%+1.1%0.027%
7/10/2026 Prosperity Planning Inc.1,404$987K0.2%-3.8%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.15,755$11.08M1.1%N/A0.040%
7/10/2026 Fulton Bank N.A.313$220K0.0%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC3,513$2.47M0.0%-6.1%0.009%
7/9/2026 Bay Rivers Group8,290$5.83M2.0%+1.5%0.021%
7/9/2026 Financial Advisory Corp297$209K0.0%N/A0.001%
7/9/2026 Friday Financial477$328K0.1%N/A0.001%
7/9/2026 Contravisory Investment Management Inc.903$635K0.1%+156.5%0.002%
7/9/2026 Focus Financial Network Inc.2,445$1.72M0.1%-4.5%0.006%
7/9/2026 Tactive Advisors LLC294$207K0.1%N/A0.001%
7/9/2026 Roan Capital Partners5,554$3.91M3.2%+6.5%0.014%
7/9/2026 Sax Wealth Advisors LLC1,073$755K0.0%+15.9%0.003%
7/9/2026 Everpar Advisors LLC297$209K0.1%N/A0.001%
7/9/2026 Avity Investment Management Inc.636$447K0.0%+10.6%0.002%
7/9/2026 Breakwater Capital Group7,297$5.13M0.6%-1.8%0.019%
7/8/2026 Beaird Harris Wealth Management LLC301$212K0.0%+7.1%0.001%
7/8/2026 Atwood & Palmer Inc.223$156K0.0%-40.2%0.001%
7/8/2026 Colorado Capital Management Inc.7,098$4.99M1.7%-10.2%0.018%
7/8/2026 Shulman DeMeo Asset Management LLC17,873$12.57M2.3%-0.5%0.045%
7/8/2026 Chesley Taft & Associates LLC14,342$10.09M0.4%-0.1%0.036%
7/8/2026 First Heartland Consultants Inc.379$267K0.0%N/A0.001%
7/8/2026 OFS Enterprise LLC56,835$39.98M10.2%+1.3%0.145%
7/8/2026 Finley Financial LLC3,475$2.44M1.0%-4.1%0.009%
7/8/2026 Renaissance Investment Group LLC1,273$895K0.2%-8.2%0.003%
7/8/2026 Factor Wealth Management LTD409$287K0.0%-6.4%0.001%
7/8/2026 Castle Rock Wealth Management LLC2,076$1.45M0.3%+8.2%0.005%
7/8/2026 NerdWallet Wealth Partners LLC293$206K0.1%N/A0.001%
7/8/2026 Elevation Wealth Partners LLC1,405$988K0.3%-1.7%0.004%
7/8/2026 Apella Capital LLC5,280$3.63M0.1%-1.2%0.013%
7/8/2026 Evanson Financial LLC2,237$1.57M0.1%N/A0.006%
7/8/2026 Thrive Wealth Management LLC18,001$12.66M1.6%+1.4%0.046%
7/7/2026 SFM LLC1,728$1.22M0.6%-2.0%0.004%
7/7/2026 Paller Financial Services Inc5,952$4.19M3.1%-31.4%0.015%
7/7/2026 Mechanics Bank Trust Department10,786$7.59M0.9%-4.8%0.027%
7/7/2026 Madison Park Capital Advisors LLC10,644$7.49M4.0%+0.9%0.027%
7/7/2026 Mirador Capital Partners LP1,250$879K0.1%+11.2%0.003%
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7/7/2026 Dynamic Advisor Solutions LLC1,727$1.22M0.0%-5.8%0.004%
7/7/2026 GAMMA Investing LLC2,151$1.51M0.1%-0.7%0.005%
7/7/2026 Avior Wealth Management LLC839$590K0.0%+13.1%0.002%
7/7/2026 Crescent Sterling Ltd.5,163$3.63M3.3%+0.9%0.013%
7/7/2026 Sandy Cove Advisors LLC361$254K0.1%N/A0.001%
7/7/2026 Grove Bank & Trust12,709$8.94M0.9%+4.3%0.032%
7/7/2026 CoreCap Advisors LLC788$554K0.0%-3.8%0.002%
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%
6/8/2026 First 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%
6/1/2026 Financial 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%
5/20/2026 SOA 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%
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%
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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%


MDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,478 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), GAMMA Investing LLC ($1.23M), Moore Capital Management LP ($794.80K), Strategic Financial Concepts LLC ($614.40K), and Raymond James Financial Inc. ($608.05K).

Institutional investors have bought a total of 5,183,352 shares in the last 24 months. This purchase volume represents approximately $3.05B in transactions.

Of the 687 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 4,562,169 shares in the last 24 months. This volume of shares sold represents approximately $2.73B in transactions.



This page (NYSEARCA:MDY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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