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

SPDR S&P MidCap 400 ETF Trust logo
$666.33 -4.16 (-0.62%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$664.73 -1.60 (-0.24%)
As of 05:11 AM 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.
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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)
$1.97B
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
9/23/2026 QRG Capital Management Inc.1,970$1.39M0.0%+8.2%0.005%
9/23/2026 Envestnet Portfolio Solutions Inc.5,138$3.61M0.0%+31.2%0.013%
9/23/2026 Envestnet Asset Management Inc.89,737$63.12M0.0%+11.4%0.234%
9/18/2026 Security National Bank of Sioux City Iowa IA100$70K0.0%N/A0.000%
9/9/2026 Capstone Financial Advisors Inc.14,956$10.52M0.5%-1.5%0.039%
9/9/2026 Sequoia Financial Advisors LLC1,427$1.00M0.0%-38.4%0.004%
9/9/2026 MCF Advisors LLC20,669$14.56M0.5%-1.7%0.054%
9/9/2026 Lotus Asset Management LLC370$260K0.2%N/A0.001%
9/9/2026 SVB Wealth LLC1,742$1.23M0.1%-6.7%0.005%
9/9/2026 Capital Advantage Inc.1,696$1.19M0.1%-4.9%0.004%
9/9/2026 NorthRock Partners LLC4,090$2.88M0.0%+0.8%0.011%
9/9/2026 Integrated Wealth Concepts LLC3,832$2.70M0.0%+120.1%0.010%
9/9/2026 RFG Advisory LLC1,887$1.33M0.0%-76.2%0.005%
9/9/2026 NewEdge Advisors LLC7,708$5.42M0.0%+4.1%0.020%
9/9/2026 IFP Advisors Inc1,602$1.13M0.0%+13.6%0.004%
9/9/2026 Squarepoint Ops LLC3,548$2.50M0.0%N/A0.009%
9/9/2026 Sterling Investment Advisors Ltd.4,026$2.83M0.4%-1.2%0.010%
9/8/2026 Allworth Financial LP9,668$6.80M0.0%-1.8%0.025%
9/8/2026 Waverly Advisors LLC14,018$9.86M0.1%+15.6%0.036%
9/8/2026 Paragon Capital Management Ltd1,511$1.06M0.2%-11.1%0.004%
8/27/2026 Corient Private Wealth LP226,432$159.26M0.2%-1.5%0.588%
8/27/2026 Tucker Asset Management LLC356$250K0.1%N/A0.001%
8/26/2026 HighTower Advisors LLC234,897$165.21M0.2%0.0%0.610%
8/23/2026 Ameritas Advisory Services LLC8,908$6.27M0.1%+350.4%0.023%
8/23/2026 Guardian Wealth Advisors LLC NC329$232K0.0%-4.4%0.001%
8/23/2026 Kintra Wealth LLC1,719$1.23M0.1%+91.4%0.004%
8/23/2026 Passaic Partners LLC27,485$19.33M1.4%N/A0.071%
8/23/2026 Beaird Harris Wealth Management LLC301$212K0.0%+7.1%0.001%
8/23/2026 HB Wealth Management LLC5,326$3.75M0.0%+1.5%0.014%
8/23/2026 Semitam Bonam LLC2,484$1.75M1.3%-1.5%0.006%
8/23/2026 Kaydan Wealth Management Inc.1,189$836K0.3%-2.5%0.003%
8/22/2026 Beacon Hill Wealth Management LTD.300$211K0.1%N/A0.001%
8/22/2026 NBH Bank521$366K0.2%N/A0.001%
8/22/2026 Gainline Financial Partners LLC559$393K0.4%N/A0.001%
8/22/2026 Markowski Investments950$668K0.1%N/A0.002%
8/22/2026 Highland Investment Advisors LLC81$57K0.0%N/A0.000%
8/22/2026 Cooke Wealth Management LLC301$212K0.2%N/A0.001%
8/22/2026 Rogco LP55$39K0.0%N/A0.000%
8/22/2026 Syon Capital LLC345$243K0.0%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.5,366$3.74M0.0%+1.5%0.014%
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8/22/2026 United Community Bank1,582$1.11M0.4%+14.9%0.004%
8/22/2026 Concurrent Investment Advisors LLC6,722$4.73M0.0%+10.3%0.017%
8/21/2026 Mason & Associates Inc319$224K0.0%N/A0.001%
8/21/2026 Montz Harcus Wealth Management LLC15,925$11.20M3.7%-0.9%0.041%
8/21/2026 Mayport LLC1,430$1.01M0.2%N/A0.004%
8/21/2026 Continuum Advisory LLC116$82K0.0%N/A0.000%
8/21/2026 Round Rock Advisors LLC1,085$763K0.1%-1.5%0.003%
8/21/2026 InTrack Investment Management Inc692$486K0.2%-22.2%0.002%
8/21/2026 Firestone Capital Management8,893$6.26M1.2%-1.2%0.023%
8/21/2026 XML Financial LLC2,504$1.76M0.1%-2.0%0.007%
8/21/2026 Beacon Financial Advisory LLC1,562$1.10M0.2%-1.7%0.004%
8/21/2026 Chesapeake Wealth Management285$200K0.1%N/A0.001%
8/21/2026 Retirement Income Solutions Inc.10,145$7.14M1.1%-0.8%0.026%
8/21/2026 Acorn Wealth Advisors LLC3,555$2.50M0.6%+12.1%0.009%
8/21/2026 Triumph Capital Management1,907$1.34M0.2%-9.6%0.005%
8/20/2026 Nwam LLC1,445$1.02M0.1%+43.4%0.004%
8/20/2026 Orgel Wealth Management LLC2,050$1.44M0.0%+8.4%0.005%
8/20/2026 Ancora Advisors LLC705$496K0.0%-10.8%0.002%
8/20/2026 Sigma Planning Corp5,384$3.79M0.1%+5.5%0.014%
8/20/2026 Benjamin Edwards Inc.1,568$1.10M0.0%+15.4%0.004%
8/20/2026 GTS Securities LLC7,546$5.31M0.1%-84.3%0.020%
8/20/2026 Flputnam Investment Management Co.8,453$5.95M0.1%-0.7%0.022%
8/20/2026 Northwestern Mutual Wealth Management Co.903,341$635.36M0.3%+4.5%2.347%
8/19/2026 Trustmark Bank Trust Department31,534$22.18M1.3%-0.6%0.082%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC761$535K0.0%-22.6%0.002%
8/19/2026 Toth Financial Advisory Corp4,183$2.94M0.3%+383.0%0.011%
8/19/2026 Northstar Asset Management Inc.435$306K0.1%-4.6%0.001%
8/19/2026 Braun Stacey Associates Inc.1,676$1.18M0.0%-10.4%0.004%
8/19/2026 Hsbc Holdings PLC5,968$4.20M0.0%-23.8%0.016%
8/19/2026 Field & Main Bank714$502K0.1%N/A0.002%
8/17/2026 Blue Edge Capital LLC7,029$4.94M0.6%-18.4%0.018%
8/15/2026 American Capital Management Inc.353$248K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME121$85K0.0%N/A0.000%
8/8/2026 First National Bank of Omaha17,947$12.53M0.4%-1.4%0.047%
8/8/2026 Meeder Advisory Services Inc.589$414K0.0%+18.0%0.002%
8/7/2026 Citizens Financial Group Inc. RI59,492$41.84M0.5%+0.8%0.155%
8/7/2026 UNIVEST FINANCIAL Corp301$212K0.0%N/A0.001%
8/7/2026 BlackRock Inc.31,797$22.36M0.0%+37.7%0.083%
8/7/2026 Perigon Wealth Management LLC7,597$5.34M0.1%-2.5%0.020%
8/7/2026 Trust Co. of Vermont2,466$1.73M0.1%N/A0.006%
8/7/2026 OneDigital Investment Advisors LLC6,083$4.28M0.0%+0.3%0.016%
8/7/2026 AMG National Trust Bank8,449$5.94M0.1%-38.8%0.022%
8/7/2026 Simplicity Wealth LLC537$378K0.0%-11.8%0.001%
8/7/2026 N.E.W. Advisory Services LLC57$40K0.0%+111.1%0.000%
8/7/2026 HBK Sorce Advisory LLC818$574K0.0%-7.6%0.002%
8/7/2026 Continuum Advisory LLC116$82K0.0%N/A0.000%
8/6/2026 Gould Asset Management LLC CA2,766$1.95M0.3%-0.5%0.007%
8/6/2026 Arrowroot Family Office LLC687$483K0.1%-5.0%0.002%
8/6/2026 Argent Trust Co6,009$4.23M0.1%+11.7%0.016%
8/6/2026 Flputnam Investment Management Co.8,453$5.95M0.1%-0.7%0.022%
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8/6/2026 Global Retirement Partners LLC3,483$2.45M0.0%N/A0.009%
8/6/2026 1ST Source Bank36,184$25.45M1.2%+0.6%0.094%
8/6/2026 SCS Capital Management LLC43,991$30.94M0.3%-12.6%0.114%
8/6/2026 Sound Portfolio Advisors LLC456$321K0.2%-5.6%0.001%
8/6/2026 Focus Partners Advisor Solutions LLC9,224$6.49M0.1%-26.3%0.024%
8/6/2026 GSA Capital Partners LLP4,759$3.35M0.2%+50.2%0.012%
8/6/2026 Avalon Trust Co950$668K0.0%-24.0%0.002%
8/6/2026 Blue Bell Private Wealth Management LLC282$198K0.0%-15.1%0.001%
8/6/2026 Cowa LLC290$204K0.1%N/A0.001%
8/6/2026 VeraBank N.A.1,550$1.09M0.2%-3.1%0.004%


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 Northwestern Mutual Wealth Management Co. ($635.36M).Learn more on SPDR S&P MidCap 400 ETF Trust's institutional investors.

Of the 1,170 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 3,250,404 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 634 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 4,066,828 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 9/23/2026. New 13F filings are added each quarter as they're published.
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