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

SPDR S&P MidCap 400 ETF Trust logo
$668.83 +8.51 (+1.29%)
Closing price 04:10 PM Eastern
Extended Trading
$669.91 +1.08 (+0.16%)
As of 08:00 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)
787
Total
Institutional Inflows
(last 12 months)
$6.33B
Number of
Institutional Sellers
(last 12 months)
747
Total
Institutional Outflows
(last 12 months)
$2.99B
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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
5/5/2026Beaumont Financial Advisors LLC2,318$1.43M0.1%-1.8%0.006%
5/5/2026Journey Advisory Group LLC2,202$1.36M0.1%-2.4%0.006%
5/5/2026Sanctuary Advisors LLC12,193$7.52M0.0%+10.7%0.031%
5/5/2026 Sterling Investment Advisors Ltd.4,076$2.51M0.4%-0.5%0.010%
5/5/2026 Sigma Planning Corp5,101$3.15M0.1%+2.8%0.013%
5/5/2026 Conservest Capital Advisors Inc.211,706$130.58M11.8%-1.2%0.539%
5/5/2026 Roberts Glore & Co. Inc. IL1,740$1.07M0.3%+18.3%0.004%
5/5/2026 Nwam LLC1,008$622K0.0%-54.7%0.003%
5/5/2026 Flynn Zito Capital Management LLC879$542K0.2%-3.5%0.002%
5/5/2026 Avantax Planning Partners Inc.1,671$1.03M0.0%-7.4%0.004%
5/4/2026 AMG National Trust Bank13,814$8.52M0.2%+63.4%0.035%
5/4/2026 Lutz Financial Services LLC18,190$11.22M0.8%-2.1%0.046%
5/4/2026 Bryn Mawr Trust Advisors LLC975$601K0.0%-7.4%0.002%
5/4/2026 Glassman Wealth Services1,836$1.13M0.2%+5.6%0.005%
5/4/2026 WJ Financial Advisors LLC2,306$1.42M1.1%+3.1%0.006%
5/4/2026 Chicago Partners Investment Group LLC45,646$30.27M0.6%+0.1%0.116%
5/4/2026 GHE LLC51,450$31.73M6.7%+4,187.5%0.131%
5/2/2026 International Assets Investment Management LLC3,892$2.42M0.1%-7.8%0.010%
5/2/2026 Trifecta Capital Advisors LLC18,311$11.29M1.7%-6.4%0.047%
5/2/2026 Associated Banc Corp7,643$4.71M0.1%-0.5%0.019%
5/2/2026 Valmark Advisers Inc.3,092$1.91M0.0%-1.5%0.008%
5/2/2026 Pittenger & Anderson Inc.58,782$36.25M1.4%-9.3%0.150%
5/2/2026 Carnegie Investment Counsel19,010$11.72M0.2%-2.4%0.048%
5/1/2026 Welch & Forbes LLC161,554$99.64M1.3%-3.1%0.411%
5/1/2026 Citizens Financial Group Inc. RI59,036$36.41M0.5%-0.3%0.150%
5/1/2026 Midwest Trust Co63,739$39.31M0.5%-2.0%0.162%
5/1/2026 Fifth Third Bancorp47,882$29.53M0.1%+506.3%0.122%
5/1/2026 Sachetta LLC1,433$884K0.5%-7.5%0.004%
5/1/2026 Financial Counselors Inc.450$278K0.4%-20.8%0.001%
5/1/2026 Simplicity Wealth LLC609$376K0.0%+41.0%0.002%
5/1/2026 Conning Inc.38,022$23.45M0.8%-1.5%0.097%
5/1/2026 Sequoia Financial Advisors LLC2,316$1.43M0.0%+60.1%0.006%
5/1/2026 Paladin Advisory Group LLC4,734$2.92M2.2%-9.8%0.012%
4/30/2026 Hsbc Holdings PLC7,831$4.82M0.0%-9.8%0.020%
4/30/2026 Accredited Investors Inc.2,468$1.52M0.1%+1.0%0.006%
4/30/2026 Sonata Capital Group Inc.7,620$4.70M1.7%+2.4%0.019%
4/30/2026 Peterson Wealth Services1,769$1.09M0.3%+16.8%0.005%
4/30/2026 Team Hewins LLC373$231K0.1%N/A0.001%
4/30/2026 First Horizon Corp11,079$6.83M0.3%-0.9%0.028%
4/30/2026 Kestra Advisory Services LLC37,293$23.00M0.1%+42.8%0.095%
4/30/2026 Money Concepts Capital Corp585$361K0.0%-16.5%0.001%
4/30/2026 Seelaus Asset Management LLC814$502K0.4%-13.3%0.002%
4/29/2026 Richmond Investment Services LLC328$202K0.0%N/A0.001%
4/29/2026 Cvfg LLC475$293K0.0%N/A0.001%
4/29/2026 Arbor Trust Wealth Advisors LLC9,933$6.14M2.7%-2.9%0.025%
4/29/2026 Saxon Interests Inc.1,860$1.15M0.4%-21.7%0.005%
4/29/2026 Montag A & Associates Inc.104,126$64.38M3.0%+0.6%0.265%
4/29/2026 WealthPLAN Partners LLC683$421K0.1%-41.4%0.002%
4/29/2026 ArborFi Advisors LLC541$334K0.3%-3.0%0.001%
4/29/2026 Mirae Asset Securities USA Inc.83,318$51.39M1.9%-25.0%0.212%
4/29/2026 Resonant Capital Advisors LLC9,339$5.77M0.3%+1.5%0.024%
4/29/2026 Montz Harcus Wealth Management LLC16,071$9.91M4.0%+0.2%0.041%
4/29/2026 Integrated Advisors Network LLC2,836$1.75M0.1%-12.0%0.007%
4/29/2026 Dumont & Blake Investment Advisors LLC17,585$10.85M2.7%-3.4%0.045%
4/29/2026 Canvas Wealth Advisors LLC816$503K0.1%N/A0.002%
4/28/2026 Cypress Capital LLC1,261$777K0.2%+19.6%0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.63,514$39.71M0.8%-6.4%0.162%
4/28/2026 Whittier Trust Co.133,073$83.20M0.9%+4.0%0.339%
4/28/2026 Bogart Wealth LLC422$260K0.0%-36.1%0.001%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC8,200$5.45M1.6%+1.2%0.021%
4/28/2026 Ascentis Independent Advisors66$41K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR2,048$1.26M0.0%+6.2%0.005%
4/28/2026 GM Advisory Group LLC2,369$1.46M0.1%+7.5%0.006%
4/28/2026 Astoria Portfolio Advisors LLC.609$405K0.1%+10.5%0.002%
4/28/2026 TI Trust Inc.9,595$5.92M3.5%+1.5%0.024%
4/28/2026 St. Johns Investment Management Company LLC3,866$2.38M1.0%-2.7%0.010%
4/28/2026 Paller Financial Services Inc8,671$5.35M4.4%-5.6%0.022%
4/28/2026 Cumberland Advisors Inc.44,807$27.64M10.8%+2.0%0.114%
4/28/2026 Nixon Peabody Trust Co.7,556$4.66M0.4%-49.4%0.019%
4/28/2026 QRG Capital Management Inc.1,821$1.12M0.0%+11.4%0.005%
4/27/2026 Apeiron RIA LLC1,289$795K0.2%+13.9%0.003%
4/27/2026 HB Wealth Management LLC5,248$3.24M0.0%+5.5%0.013%
4/27/2026 Osborne Partners Capital Management LLC1,843$1.14M0.1%-9.4%0.005%
4/27/2026 PFG Investments LLC722$445K0.0%-2.6%0.002%
4/27/2026 BIP Wealth LLC757$467K0.0%+40.7%0.002%
4/27/2026 Kelman Lazarov Inc.3,039$1.88M0.3%-1.7%0.008%
4/27/2026 Baer Investment Advisory LLC4,236$2.61M0.3%N/A0.011%
4/27/2026 World Investment Advisors16,225$10.01M0.2%-2.4%0.041%
4/27/2026 Counterweight Ventures LLC522$322K0.2%+30.5%0.001%
4/27/2026 Lodestar Private Asset Management LLC11,361$7.01M0.7%+0.3%0.029%
4/27/2026 Canal Capital Management LLC785$484K0.1%-6.2%0.002%
4/27/2026 Bedminster LLC2,457$1.52M1.4%-10.0%0.006%
4/27/2026 Private Advisor Group LLC11,148$6.88M0.0%-1.7%0.028%
4/27/2026 Elevation Point Wealth Partners LLC3,229$2.00M0.0%+721.6%0.008%
4/25/2026 Keybank National Association OH7,007$4.32M0.0%-4.4%0.018%
4/25/2026 Heritage Investors Management Corp49,152$30.32M0.9%-1.5%0.125%
4/25/2026 TSG Advice Partners LLC35,383$21.82M3.3%-65.7%0.090%
4/25/2026 Smithbridge Asset Management Inc. DE435$268K0.0%N/A0.001%
4/25/2026 Eagle Bluffs Wealth Management LLC327$202K0.1%N/A0.001%
4/24/2026 Stock Yards Bank & Trust Co.2,023$1.25M0.0%-19.8%0.005%
4/24/2026 Essex Financial Services Inc.2,686$1.66M0.1%-0.8%0.007%
4/24/2026 Deltec Asset Management LLC780$481K0.1%N/A0.002%
4/24/2026 TKG Advisors LLC13,235$8.16M3.4%-0.6%0.034%
4/24/2026 Financial Life Planners3,808$2.35M1.8%-1.9%0.010%
4/24/2026 Flagship Private Wealth LLC349$215K0.1%-19.0%0.001%
4/24/2026 Alexis Investment Partners LLC14,164$8.49M5.8%+22.4%0.036%
4/24/2026 Bayban273$168K0.1%-19.7%0.001%
4/23/2026 Financial & Tax Architects LLC7,690$4.74M1.1%N/A0.020%
4/23/2026 Caliber Wealth Management LLC KS3,157$1.95M0.2%-3.2%0.008%
4/23/2026 Mayflower Financial Advisors LLC6,823$4.21M0.4%-1.4%0.017%


MDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDY shares?

During the previous two years, 1,474 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 ($1.27B), 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.

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

Of the 1,178 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), Granite Bay Wealth Management LLC ($2.10M), GAMMA Investing LLC ($1.23M), Moore Capital Management LP ($794.80K), and Strategic Financial Concepts LLC ($614.40K).

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

Institutional investors have bought a total of 11,189,173 shares in the last 24 months. This purchase volume represents approximately $6.33B in transactions.

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

Of the 744 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), Goldman Sachs Group Inc. ($329.86K), Gridiron Partners LLC ($302.44K), Moore Capital Management LP ($293.73K), and SG Americas Securities LLC ($170.82K).

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

Institutional investors have sold a total of 5,095,504 shares in the last 24 months. This volume of shares sold represents approximately $2.99B in transactions.



This page (NYSEARCA:MDY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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