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

SPDR S&P MidCap 400 ETF Trust logo
$549.46 -1.61 (-0.29%)
Closing price 03/25/2025 04:10 PM Eastern
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$549.46 +0.00 (+0.00%)
As of 03/25/2025 06:56 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)
733
Total
Institutional Inflows
(last 12 months)
$6.03B
Number of
Institutional Sellers
(last 12 months)
559
Total
Institutional Outflows
(last 12 months)
$3.64B
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MDY Institutional Buying and Selling by Quarter

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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
3/19/2025Northeast Planning Associates INC. NH570$325K0.3%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC86,535$49.29M0.1%+6.6%0.209%
3/17/2025 NorthCrest Asset Manangement LLC6,312$3.60M0.1%+0.9%0.015%
3/17/2025Members Wealth LLC566$328K0.2%N/A0.001%
3/12/2025 Centaurus Financial Inc.3,731$2.13M0.1%+45.7%0.009%
3/10/2025 Old North State Trust LLC1,671$952K0.6%-2.9%0.004%
3/7/2025 Alpha Wealth Funds LLC4,338$2.47M2.4%N/A0.010%
3/6/2025 Wood Tarver Financial Group LLC1,755$999K0.3%N/A0.004%
3/5/2025 Castle Rock Wealth Management LLC2,409$1.41M0.3%+7.8%0.006%
3/4/2025 Audent Global Asset Management LLC7,347$4.20M2.7%+28.6%0.017%
2/28/2025 Employees Retirement System of Texas141,500$80.60M0.7%+30.4%0.336%
2/27/2025 Bernard Wealth Management Corp.281$160K0.1%N/A0.001%
2/27/2025 XY Planning Network Inc.631$359K0.3%N/A0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.541$308K0.0%N/A0.001%
2/26/2025 Financial Advisory Corp407$232K0.0%N/A0.001%
2/26/2025 LM Advisors LLC2,829$1.62M0.3%+25.6%0.007%
2/25/2025 Heck Capital Advisors LLC1,163$662K0.0%N/A0.003%
2/25/2025 B. Riley Wealth Advisors Inc.5,837$3.34M0.1%-5.0%0.014%
2/25/2025 Shufro Rose & Co. LLC456$260K0.0%-5.2%0.001%
2/25/2025 Integrated Advisors Network LLC3,374$1.92M0.1%-4.7%0.008%
2/24/2025 Ameriflex Group Inc.83$49K0.0%N/A0.000%
2/24/2025 Sunbeam Capital Management LLC2,514$1.44M1.3%N/A0.006%
2/21/2025 Prescott Group Capital Management L.L.C.34,323$19.55M2.6%+100.9%0.081%
2/21/2025 Kayne Anderson Rudnick Investment Management LLC378,239$215.39M0.5%+246.8%0.898%
2/21/2025 Vermillion Wealth Management Inc.201$114K0.1%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC2,514$1.44M3.1%N/A0.006%
2/19/2025 Pinney & Scofield Inc.134$76K0.1%N/A0.000%
2/18/2025 Pacific Point Advisors LLC2,742$1.61M1.0%N/A0.007%
2/18/2025 Sunbelt Securities Inc.215$122K0.0%+13.2%0.001%
2/18/2025 GTS Securities LLC5,288$3.01M0.1%-70.7%0.013%
2/18/2025 Alpine Global Management LLC639$364K0.1%N/A0.002%
2/18/2025 Pettinga Financial Advisors LLC1,501$855K0.2%+7.1%0.004%
2/18/2025 Blue Fin Capital Inc.3,559$2.03M0.4%+1.4%0.009%
2/18/2025 Connecticut Wealth Management LLC4,596$2.62M0.1%-2.0%0.012%
2/18/2025 City National Bank of Florida MSD1,264$720K0.7%N/A0.003%
2/18/2025 Pacific Center for Financial Services13,322$7.59M2.0%-1.8%0.034%
2/18/2025 Inspire Trust Co. N.A.10,500$5.98M1.5%-11.2%0.027%
2/18/2025 Harmony Asset Management LLC1,369$780K0.3%+11.4%0.003%
2/18/2025 McIlrath & Eck LLC1,139$649K0.1%-7.7%0.003%
2/18/2025 Focus Partners Advisor Solutions LLC8,877$5.06M0.1%-6.5%0.022%
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2/18/2025 First Heartland Consultants Inc.362$206K0.0%-27.9%0.001%
2/18/2025 Kolinsky Wealth Management LLC397$226K0.1%N/A0.001%
2/18/2025 Continuum Advisory LLC107$61K0.0%+114.0%0.000%
2/18/2025 Glen Eagle Advisors LLC6,571$3.74M0.6%-0.4%0.017%
2/18/2025 Mpwm Advisory Solutions LLC80$46K0.0%N/A0.000%
2/17/2025 US Financial Advisors LLC705$402K0.1%-2.8%0.002%
2/17/2025 Waverly Advisors LLC5,164$2.94M0.0%+66.8%0.013%
2/17/2025 Williams Jones Wealth Management LLC.8,612$4.91M0.1%-24.8%0.022%
2/17/2025 Visionary Wealth Advisors633$361K0.0%+7.5%0.002%
2/17/2025 TrinityPoint Wealth LLC1,613$919K0.1%+2.8%0.004%
2/17/2025 Strategic Wealth Partners Ltd.1,205$704K0.1%+14.5%0.003%
2/17/2025 Sentinus LLC2,430$1.38M0.4%-97.6%0.006%
2/17/2025 Snowden Capital Advisors LLC6,964$3.98M0.1%+29.1%0.018%
2/17/2025 Royal Bank of Canada491,661$280.04M0.1%-32.9%1.244%
2/17/2025 Quantinno Capital Management LP1,636$932K0.0%N/A0.004%
2/17/2025 Pathstone Holdings LLC906,139$516.12M2.3%-1.4%2.293%
2/17/2025 NorthRock Partners LLC3,511$2M0.1%+97.4%0.009%
2/17/2025 OMERS ADMINISTRATION Corp30,400$17.32M0.2%N/A0.077%
2/17/2025 Measured Risk Portfolios Inc.743$423K0.4%N/A0.002%
2/17/2025 Napa Wealth Management749$427K0.2%+3.0%0.002%
2/17/2025 Moore Capital Management LP527,000$300.17M3.5%N/A1.334%
2/17/2025 LRI Investments LLC232$132K0.0%-76.3%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC7,793$4.44M0.2%-0.2%0.020%
2/17/2025 Guardian Wealth Advisors LLC NC451$257K0.0%-12.6%0.001%
2/17/2025 Gen Wealth Partners Inc1,995$1.14M0.5%+3.2%0.005%
2/17/2025 Greenline Partners LLC94$54K0.0%N/A0.000%
2/17/2025 Focus Partners Wealth85,367$51.20M0.1%+102.3%0.216%
2/17/2025 Evensky & Katz LLC7,683$4.38M0.3%-0.9%0.019%
2/17/2025 Fiduciary Trust Co6,054$3.45M0.0%-0.6%0.015%
2/17/2025 Eagle Global Advisors LLC945$538K0.0%+14.5%0.002%
2/17/2025 EP Wealth Advisors LLC30,798$17.54M0.1%-7.4%0.078%
2/17/2025 Colonial Trust Co SC691$393K0.1%-7.6%0.002%
2/17/2025 CoreCap Advisors LLC556$317K0.0%-8.7%0.001%
2/17/2025 Cresset Asset Management LLC36,133$20.63M0.1%-28.2%0.091%
2/17/2025 Capital Advantage Inc.6,327$3.60M0.7%N/A0.016%
2/17/2025 Cetera Investment Advisers62,875$35.81M0.1%-4.8%0.159%
2/17/2025 Cercano Management LLC41,196$23.46M0.6%N/A0.104%
2/17/2025 BOKF NA9,371$5.30M0.1%-2.4%0.024%
2/17/2025 Brevan Howard Capital Management LP13,377$7.62M0.0%+254.1%0.034%
2/17/2025 Captrust Financial Advisors61,863$35.24M0.1%-0.6%0.157%
2/17/2025 Cary Street Partners Financial LLC2,576$1.47M0.0%N/A0.007%
2/17/2025 Brown Advisory Inc.118,181$67.31M0.1%-3.1%0.299%
2/17/2025 BW Gestao de Investimentos Ltda.221,400$126.11M4.0%N/A0.560%
2/17/2025 Baird Financial Group Inc.53,075$30.23M0.1%-1.5%0.134%
2/17/2025 Baker Avenue Asset Management LP2,350$1.34M0.0%-7.0%0.006%
2/17/2025 Black Maple Capital Management LP3,000$1.71M0.9%N/A0.008%
2/17/2025 Bank of America Corp DE2,082,895$1.19B0.1%-2.0%5.270%
2/17/2025 Bearing Point Capital LLC14,357$8.18M1.7%N/A0.036%
2/17/2025 Ameriprise Financial Inc.133,729$76.16M0.0%+46.6%0.338%
2/17/2025 Ancora Advisors LLC827$471K0.0%+5.6%0.002%
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2/17/2025 Aptus Capital Advisors LLC1,446$826K0.0%+154.1%0.004%
2/17/2025 Accredited Wealth Management LLC155$89K0.1%N/A0.000%
2/17/2025 AlTi Global Inc.3,178$1.82M0.0%+5.8%0.008%
2/17/2025 All Terrain Financial Advisors LLC3,709$2.11M0.7%-1.5%0.009%
2/14/2025 South Plains Financial Inc.298$170K0.1%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV15,088$8.59M0.0%-9.0%0.038%
2/14/2025 BlueCrest Capital Management Ltd16,200$9.23M0.3%+29.6%0.041%
2/14/2025 ArborFi Advisors LLC807$460K0.5%N/A0.002%
2/14/2025 Keel Point LLC502$286K0.0%+34.6%0.001%
2/14/2025 Peterson Wealth Management1,756$1M0.6%+3.8%0.004%
(Data available from 1/1/2016 forward)

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MDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDY shares?

During the previous two years, 1,320 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 ($1.19B), Wells Fargo & Company MN ($780.54M), Northern Trust Corp ($634.53M), US Bancorp DE ($595.76M), Morgan Stanley ($576.51M), Pathstone Holdings LLC ($516.12M), 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 1,042 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 ($3.67M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Strategic Financial Concepts LLC ($615.54K), Kayne Anderson Rudnick Investment Management LLC ($598.51K), and Proficio Capital Partners LLC ($577.06K).

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

Institutional investors have bought a total of 20,167,576 shares in the last 24 months. This purchase volume represents approximately $10.52B in transactions.

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

Of the 797 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), Royal Bank of Canada ($241.07K), Houlihan Financial Resource Group Ltd. ($209.12K), Creative Planning ($180.25K), Bessemer Group Inc. ($180.06K), and Barclays PLC ($164.52K).

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

Institutional investors have sold a total of 8,996,300 shares in the last 24 months. This volume of shares sold represents approximately $4.82B in transactions.


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This page (NYSEARCA:MDY) was last updated on 3/26/2025 by MarketBeat.com Staff
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