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

SPDR S&P MidCap 400 ETF Trust logo
$591.11 +2.51 (+0.43%)
As of 01/17/2025 04:10 PM Eastern
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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)
631
Total
Institutional Inflows
(last 12 months)
$5.28B
Number of
Institutional Sellers
(last 12 months)
512
Total
Institutional Outflows
(last 12 months)
$3.41B
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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
1/17/2025New Century Financial Group LLC6,384$3.67M1.6%N/A0.016%
1/17/2025FCG Investment Co1,087$619K0.4%+5.8%0.003%
1/17/2025Red Door Wealth Management LLC1,233$702K0.1%-7.2%0.003%
1/17/2025Capital Planning Advisors LLC2,000$1.14M0.2%-40.7%0.005%
1/17/2025Avior Wealth Management LLC593$338K0.0%+24.3%0.002%
1/17/2025Adirondack Trust Co.10,836$6.17M2.4%+0.4%0.027%
1/17/2025Mutual Advisors LLC3,757$2.21M0.1%+0.6%0.010%
1/17/2025Janney Montgomery Scott LLC43,930$25.02M0.1%+8.5%0.111%
1/17/2025Bartlett & CO. Wealth Management LLC61,850$35.36M0.5%+0.3%0.157%
1/17/2025SG Americas Securities LLC265,731$151.36M0.6%+1,411.1%0.672%
1/17/2025Evolution Wealth Advisors LLC675$384K0.1%N/A0.002%
1/17/2025Magnus Financial Group LLC358$204K0.0%N/A0.001%
1/17/2025Daymark Wealth Partners LLC10,168$5.79M0.2%+2.9%0.026%
1/17/2025Investment Advisory Group LLC3,359$1.91M0.6%-2.5%0.008%
1/17/2025Finley Financial LLC8,150$4.76M2.5%N/A0.021%
1/17/2025Madison Park Capital Advisors LLC11,079$6.31M5.0%-23.6%0.028%
1/17/2025Missouri Trust & Investment Co881$502K0.2%+12.8%0.002%
1/17/2025Dakota Wealth Management11,960$6.81M0.2%-1.4%0.030%
1/17/2025XML Financial LLC2,828$1.61M0.1%-10.4%0.007%
1/17/2025Beaumont Financial Advisors LLC2,517$1.43M0.1%-1.1%0.006%
1/17/2025MCF Advisors LLC22,941$13.09M0.9%-0.3%0.058%
1/17/2025Atomi Financial Group Inc.1,551$883K0.0%+90.5%0.004%
1/17/2025Chesley Taft & Associates LLC14,011$7.98M0.4%-0.5%0.035%
1/17/2025Alpha Cubed Investments LLC459$261K0.0%N/A0.001%
1/17/2025Prosperity Planning Inc.1,643$936K0.3%-9.1%0.004%
1/17/2025Segment Wealth Management LLC7,380$4.20M0.3%-1.5%0.019%
1/16/2025ARS Investment Partners LLC2,535$1.44M0.1%+1.2%0.006%
1/16/2025Royal Fund Management LLC1,075$612K0.1%-50.5%0.003%
1/16/2025Davies Financial Advisors Inc.492$280K0.2%-7.5%0.001%
1/16/2025Ballentine Partners LLC6,631$3.78M0.1%+5.4%0.017%
1/16/2025Atwood & Palmer Inc.373$212K0.0%-4.8%0.001%
1/16/2025ZWJ Investment Counsel Inc.4,200$2.39M0.1%+3.4%0.011%
1/16/2025Pure Financial Advisors LLC620$353K0.0%+4.6%0.002%
1/16/2025Tudor Financial Inc.2,496$1.42M0.8%+1.0%0.006%
1/16/2025Central Bank & Trust Co.18,074$10.30M1.6%+1.5%0.046%
1/16/2025Colorado Capital Management Inc.9,671$5.51M2.7%-24.4%0.024%
1/16/2025Lionsbridge Wealth Management LLC3,822$2.18M1.8%-6.3%0.010%
1/16/2025MassMutual Private Wealth & Trust FSB60,087$34.22M1.0%-1.6%0.152%
1/16/2025Bremer Bank National Association1,858$1.06M0.2%+29.3%0.005%
1/16/2025UMB Bank n.a.285$162K0.0%-93.0%0.001%
1/16/2025Oldfather Financial Services LLC51,589$29.38M11.2%-0.4%0.131%
1/16/2025Thrive Wealth Management LLC1,183$674K0.1%N/A0.003%
1/16/2025Divergent Planning LLC64,928$36.72M12.6%+1.7%0.164%
1/16/2025Mechanics Bank Trust Department16,378$9.33M1.2%-3.2%0.041%
1/16/2025Annex Advisory Services LLC546$311K0.0%N/A0.001%
1/16/2025Grove Bank & Trust12,879$7.34M1.0%-0.2%0.033%
1/16/2025Renaissance Investment Group LLC6,879$3.92M0.8%-3.1%0.017%
1/16/2025Murphy Middleton Hinkle & Parker Inc.8,439$4.81M2.7%+2.6%0.021%
1/16/2025Arbor Trust Wealth Advisors LLC13,638$7.80M3.7%-1.7%0.035%
1/16/2025Cadinha & Co. LLC742$423K0.1%+49.6%0.002%
1/15/2025 Meridian Financial LLC3,448$1.96M1.4%-4.5%0.009%
1/15/2025 Wealth Alliance Advisory Group LLC32,078$18.27M3.9%-0.5%0.081%
1/15/2025 Orgel Wealth Management LLC1,637$932K0.0%+1.9%0.004%
1/15/2025 TruWealth Advisors LLC2,101$1.20M0.1%-7.3%0.005%
1/15/2025 Ameritas Advisory Services LLC3,989$2.27M0.1%+90.7%0.010%
1/15/2025 HB Wealth Management LLC6,457$3.68M0.0%-33.3%0.016%
1/15/2025 Sanibel Captiva Trust Company Inc.2,112$1.20M0.0%+46.0%0.005%
1/15/2025 Integrated Investment Consultants LLC27,514$160K0.0%N/A0.070%
1/15/2025 Arkadios Wealth Advisors1,368$779K0.0%+4.7%0.003%
1/15/2025 InTrack Investment Management Inc5,034$2.90M2.0%+11.0%0.013%
1/15/2025 Brooklyn Investment Group64$36K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC4,916$2.80M0.1%+4.2%0.012%
1/15/2025 First National Bank of Mount Dora Trust Investment Services1,910$1.09M0.3%-4.0%0.005%
1/15/2025 Wealthcare Advisory Partners LLC5,681$3.24M0.1%-0.5%0.014%
1/15/2025 FF Advisors LLC1,515$908K0.6%-17.7%0.004%
1/15/2025 Everpar Advisors LLC455$259K0.1%N/A0.001%
1/15/2025 First Pacific Financial446$254K0.1%-4.1%0.001%
1/15/2025 KMG Fiduciary Partners LLC8,085$4.61M0.4%-2.2%0.020%
1/15/2025 Certified Advisory Corp1,064$606K0.1%+7.7%0.003%
1/15/2025 Ullmann Wealth Partners Group LLC2,504$1.43M0.2%-0.9%0.006%
1/15/2025 Carnegie Investment Counsel23,520$13.40M0.4%-2.3%0.060%
1/15/2025 Sanders Morris Harris LLC1,192$682K0.1%-6.5%0.003%
1/15/2025 Mirador Capital Partners LP971$553K0.1%+6.8%0.002%
1/14/2025 Paradigm Strategies in Wealth Management LLC2,990$1.70M1.1%-2.5%0.008%
1/14/2025 Steph & Co.6,310$3.59M1.2%-1.3%0.016%
1/14/2025 West Financial Advisors LLC49$28K0.0%N/A0.000%
1/14/2025 Contravisory Investment Management Inc.590$336K0.1%+125.2%0.001%
1/14/2025 Essex Savings Bank415$236K0.1%-10.6%0.001%
1/14/2025 Smith Anglin Financial LLC13,696$7.80M0.7%-0.3%0.035%
1/14/2025 Apella Capital LLC1,196$681K0.0%+5.5%0.003%
1/14/2025 Founders Grove Wealth Partners LLC778$443K0.1%N/A0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.534$304K0.1%+662.9%0.001%
1/14/2025 Park Avenue Securities LLC398$227K0.0%-8.9%0.001%
1/14/2025 Rockland Trust Co.1,601$912K0.0%-1.7%0.004%
1/14/2025 Fifth Third Wealth Advisors LLC3,780$2.15M0.1%+4.2%0.010%
1/14/2025 Accurate Wealth Management LLC362$207K0.0%N/A0.001%
1/13/2025 Granite Bay Wealth Management LLC44,326$25.25M9.4%+3.7%0.112%
1/13/2025 Tsfg LLC3,280$1.87M0.4%-0.5%0.008%
1/13/2025 Signet Financial Management LLC775$442K0.1%+61.5%0.002%
1/13/2025 Peddock Capital Advisors LLC19,583$11.15M2.7%+2.7%0.050%
1/13/2025 Courier Capital LLC4,552$2.59M0.2%-1.4%0.012%
1/13/2025 Miracle Mile Advisors LLC30,065$17.12M0.3%-5.6%0.076%
1/13/2025 Sunflower Bank N.A.2,501$1.43M0.4%-14.9%0.006%
1/13/2025 Bar Harbor Wealth Management504$287K0.0%-26.4%0.001%
1/13/2025 Eastern Bank5,830$3.32M0.1%-0.6%0.015%
1/13/2025 Eagle Bay Advisors LLC332$189K0.1%N/A0.001%
1/13/2025 Emprise Bank2,096$1.19M0.7%-13.7%0.005%
1/13/2025 Brookstone Capital Management17,092$9.74M0.1%+1,816.1%0.043%
1/13/2025 Fiduciary Alliance LLC1,304$743K0.1%-1.9%0.003%
1/13/2025 Crescent Sterling Ltd.4,123$2.35M2.4%+3.8%0.010%
(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, 1,226 institutional investors and hedge funds held shares of SPDR S&P MidCap 400 ETF Trust. The most heavily invested institutionals were Bank of America Corp DE ($985.70M), Wells Fargo & Company MN ($749.17M), US Bancorp DE ($606.10M), Northern Trust Corp ($583.84M), Morgan Stanley ($576.51M), Pathstone Holdings LLC ($523.69M), and Veritable L.P. ($462.75M).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 ($4.63M), International Assets Investment Management LLC ($3.69M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Bank of Montreal Can ($555.66K), 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 17,837,574 shares in the last 24 months. This purchase volume represents approximately $8.95B in transactions.

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

Of the 769 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: Granite Bay Wealth Management LLC ($2.54M), International Assets Investment Management LLC ($2.17M), Houlihan Financial Resource Group Ltd. ($208.96K), Barclays PLC ($186.68K), Creative Planning ($180.25K), Bessemer Group Inc. ($180.06K), and JPMorgan Chase & Co. ($177K).

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

Institutional investors have sold a total of 8,737,578 shares in the last 24 months. This volume of shares sold represents approximately $4.62B in transactions.


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This page (NYSEARCA:MDY) was last updated on 1/18/2025 by MarketBeat.com Staff
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