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

SPDR S&P MidCap 400 ETF Trust logo
$716.91 +2.31 (+0.32%)
Closing price 04:10 PM Eastern
Extended Trading
$716.69 -0.22 (-0.03%)
As of 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.
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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)
670
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
637
Total
Institutional Outflows
(last 12 months)
$2.48B
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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
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%
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%
8/6/2026 Meridian Wealth Management LLC4,687$3.30M0.1%-3.9%0.012%
8/6/2026 Donaldson Capital Management LLC426$300K0.0%N/A0.001%
8/5/2026 HighTower Advisors LLC234,897$165.21M0.2%0.0%0.610%
8/5/2026 Advisor OS LLC342$240K0.0%N/A0.001%
8/5/2026 Weil Company Inc.3,685$2.59M0.5%-5.8%0.010%
8/5/2026 Paragon Capital Management LLC372$262K0.1%-33.9%0.001%
8/5/2026 BLB&B Advisors LLC1,076$757K0.0%-2.8%0.003%
8/5/2026 Pacific Center for Financial Services12,312$8.66M1.9%-0.3%0.032%
8/5/2026 Gryphon Financial Partners LLC3,470$2.44M0.2%+73.1%0.009%
8/5/2026 Montag A & Associates Inc.101,656$71.67M3.0%-2.4%0.264%
8/5/2026 Lionsbridge Wealth Management LLC3,643$2.56M2.5%-4.8%0.009%
8/5/2026 Marin Bay Wealth Advisors LLC3,524$2.48M0.7%-0.6%0.009%
8/5/2026 Janney Montgomery Scott LLC44,841$31.54M0.1%+0.9%0.117%
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8/5/2026 Beacon Bridge Wealth Partners LLC564$397K0.1%-76.2%0.001%
8/5/2026 Fifth Third Bancorp49,926$35.12M0.1%+4.3%0.130%
8/5/2026 Midwest Trust Co62,409$43.90M0.5%-2.1%0.162%
8/5/2026 Audent Global Asset Management LLC5,472$3.86M4.3%+19.4%0.014%
8/5/2026 Cascade Financial Partners LLC1,116$785K0.1%-5.0%0.003%
8/5/2026 Joel Isaacson & Co. LLC6,042$4.25M0.1%+3.4%0.016%
8/4/2026 Flagship Private Wealth LLC313$220K0.1%-10.3%0.001%
8/4/2026 Heritage Investors Management Corp45,654$32.11M0.9%-7.1%0.119%
8/4/2026 Journey Advisory Group LLC2,328$1.64M0.1%+5.7%0.006%
8/4/2026 River Wealth Advisors LLC1,015$714K0.1%-2.0%0.003%
8/4/2026 BCGM Wealth Management LLC312$219K0.0%N/A0.001%
8/4/2026 Choreo LLC53,516$37.64M0.4%-1.0%0.139%
8/4/2026 St. Johns Investment Management Company LLC3,819$2.69M1.0%-1.2%0.010%
8/4/2026 Eagle Bay Advisors LLC612$430K0.3%N/A0.002%
8/3/2026 Trifecta Capital Advisors LLC18,137$12.76M1.6%-1.0%0.047%
8/3/2026 Elyxium Wealth LLC11,270$7.93M0.8%+81.8%0.029%
8/3/2026 Citizens Business Bank1,255$883K0.1%+20.6%0.003%
8/3/2026 Pinnacle Associates Ltd.56,215$39.54M0.4%-2.0%0.146%
8/3/2026 Summit Wealth Partners LLC2,613$1.84M0.3%-3.0%0.007%
8/3/2026 Oppenheimer & Co. Inc.8,039$5.65M0.1%-2.8%0.021%
8/3/2026 Strategent Financial LLC312$219K0.1%-6.6%0.001%
8/3/2026 Jennison Associates LLC561$395K0.0%-70.1%0.001%
8/3/2026 Hohimer Wealth Management LLC1,366$961K0.1%+3.8%0.004%
8/3/2026 Firestone Capital Management8,893$6.26M1.2%-1.2%0.023%
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%
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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%


MDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,465 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 1,161 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 3,924,161 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

Of the 632 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), BNP Paribas Financial Markets ($104.49K), and Bank of America Corp DE ($87.66K).

Institutional investors have sold a total of 4,127,447 shares in the last 24 months. This volume of shares sold represents approximately $2.48B in transactions.


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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 8/8/2026. New 13F filings are added each quarter as they're published.
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