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

SPDR S&P MidCap 400 ETF Trust logo
$579.42 -0.54 (-0.09%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$579.54 +0.12 (+0.02%)
As of 07/18/2025 05:02 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 Polygon.io. 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)
782
Total
Institutional Inflows
(last 12 months)
$8.66B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$2.56B
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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
7/18/2025 Naples Global Advisors LLC4,382$2.49M0.2%-0.6%0.011%
7/18/2025 jvl associates llc19,801$11.22M4.0%-0.1%0.050%
7/18/2025 SOA Wealth Advisors LLC.2,085$1.18M0.1%-7.4%0.005%
7/18/2025 Bartlett & CO. Wealth Management LLC61,808$35.12M0.5%+0.2%0.155%
7/18/2025 Lowery Thomas LLC367$208K0.1%N/A0.001%
7/18/2025 PFG Investments LLC723$409K0.0%-5.9%0.002%
7/18/2025 Midwest Financial Group LLC8,545$4.84M2.5%-3.8%0.021%
7/18/2025 Institute for Wealth Management LLC.783$444K0.0%-5.9%0.002%
7/18/2025 Truist Financial Corp122,839$69.59M0.1%+4.6%0.308%
7/17/2025 Greenleaf Trust6,249$3.54M0.0%-1.8%0.016%
7/17/2025 Sterling Investment Advisors Ltd.4,304$2.44M0.5%-2.1%0.011%
7/17/2025 HB Wealth Management LLC3,869$2.19M0.0%-37.2%0.010%
7/17/2025 Janney Montgomery Scott LLC50,104$28.38M0.1%+19.7%0.125%
7/17/2025 Venture Visionary Partners LLC1,376$779K0.0%+2.9%0.003%
7/17/2025 Smith Anglin Financial LLC13,071$7.40M0.7%-4.1%0.033%
7/17/2025 Smith Chas P & Associates PA Cpas7,610$4.31M0.2%+14.1%0.019%
7/17/2025 Fifth Third Securities Inc.14,580$8.26M0.6%+2.1%0.036%
7/17/2025 Moss Adams Wealth Advisors LLC601$342K0.0%N/A0.001%
7/17/2025 GC Wealth Management RIA LLC954$540K0.0%N/A0.002%
7/17/2025 Sound Income Strategies LLC1,474$835K0.0%+36,750.0%0.004%
7/17/2025 Clean Yield Group124$70K0.0%+24.0%0.000%
7/17/2025 City Holding Co.240$136K0.0%+166.7%0.001%
7/17/2025 Beacon Capital Management LLC107$60K0.0%-31.4%0.000%
7/17/2025 Patton Albertson Miller Group LLC638$361K0.0%-4.5%0.002%
7/17/2025 Sonora Investment Management Group LLC599$339K0.0%N/A0.001%
7/17/2025 Coastline Trust Co5,086$2.88M0.3%+8.4%0.013%
7/17/2025 Stone Summit Wealth LLC1,663$942K0.3%-62.5%0.004%
7/17/2025 Financial Partners Group LLC1,857$1.05M0.4%+1.4%0.005%
7/17/2025 Keystone Global Partners LLC848$480K0.3%-20.5%0.002%
7/17/2025 Clear Point Advisors Inc.6,146$3.46M2.9%-1.8%0.015%
7/17/2025 XY Planning Network Inc.609$345K0.1%-5.4%0.002%
7/17/2025 Tiller Private Wealth Inc.28,354$16.06M6.1%+1.2%0.071%
7/16/2025 Signaturefd LLC436$247K0.0%-26.2%0.001%
7/16/2025 Howard Capital Management Group LLC715$405K0.0%-2.7%0.002%
7/16/2025 Meridian Investment Counsel Inc.8,750$4.96M1.3%+0.3%0.022%
7/16/2025 FCG Investment Co1,190$674K0.4%+2.7%0.003%
7/16/2025 Beaumont Financial Advisors LLC2,417$1.37M0.1%-3.2%0.006%
7/16/2025 Cambridge Advisors Inc.3,894$2.21M0.5%+0.5%0.010%
7/16/2025 CX Institutional645$365K0.0%-66.7%0.002%
7/16/2025 American National Bank & Trust182$103K0.0%-15.0%0.000%
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7/16/2025 Congress Asset Management Co.1,356$768K0.0%+115.6%0.003%
7/16/2025 Dakota Wealth Management11,889$6.74M0.1%-0.9%0.030%
7/16/2025 Perigon Wealth Management LLC8,105$4.59M0.1%-2.7%0.020%
7/16/2025 Meridian Financial LLC3,243$1.84M1.2%-3.0%0.008%
7/15/2025 First City Capital Management Inc.1,428$809K0.5%+1.9%0.004%
7/15/2025 Cora Capital Advisors LLC363$206K0.1%N/A0.001%
7/15/2025 North Star Investment Management Corp.8,061$4.57M0.3%+4.8%0.020%
7/15/2025 Genesis Wealth Advisors LLC1,001$567K0.4%-7.4%0.002%
7/15/2025 Signal Tree Financial Partners LLC2,193$1.24M1.1%N/A0.005%
7/15/2025 TD Private Client Wealth LLC4,212$2.39M0.1%+59.7%0.011%
7/15/2025 McCarthy & Cox867$491K0.1%-3.3%0.002%
7/15/2025 Evanson Asset Management LLC2,061$1.17M0.1%+5.7%0.005%
7/15/2025 Peddock Capital Advisors LLC17,136$9.71M2.2%-11.0%0.043%
7/15/2025 Ballentine Partners LLC6,816$3.86M0.1%-0.3%0.017%
7/15/2025 Norden Group LLC701$397K0.0%-3.0%0.002%
7/15/2025 Accurate Wealth Management LLC378$220K0.0%-9.8%0.001%
7/15/2025 Maseco LLP241$137K0.0%N/A0.001%
7/15/2025 Fifth Third Bancorp7,326$4.15M0.0%-0.8%0.018%
7/15/2025 Retirement Income Solutions Inc10,388$5.89M1.1%-2.8%0.026%
7/15/2025 MCF Advisors LLC21,391$12.14M0.8%-1.7%0.053%
7/15/2025 GSB Wealth Management LLC1,038$588K0.1%-7.5%0.003%
7/14/2025 E&G Advisors LP1,784$1.01M0.3%+2.9%0.004%
7/14/2025 Mechanics Bank Trust Department12,657$7.17M1.0%-19.8%0.032%
7/14/2025 GAMMA Investing LLC2,254$1.28M0.1%-2.1%0.006%
7/14/2025 Clear Harbor Asset Management LLC2,373$1.34M0.1%+3.3%0.006%
7/14/2025 U.S. Capital Wealth Advisors LLC6,937$3.93M0.1%+2.5%0.017%
7/14/2025 LCM Capital Management Inc43,891$24.86M12.9%+0.2%0.110%
7/14/2025 Lewis Asset Management LLC3,191$1.81M0.9%N/A0.008%
7/14/2025 Flagstar Advisors Inc.5,697$3.24M0.9%-1.6%0.014%
7/14/2025 Toth Financial Advisory Corp730$414K0.0%+16.6%0.002%
7/14/2025 Park Avenue Securities LLC562$318K0.0%+34.1%0.001%
7/14/2025 Sowell Financial Services LLC5,153$2.92M0.1%+2.1%0.013%
7/11/2025 Annex Advisory Services LLC526$298K0.0%-3.8%0.001%
7/11/2025 Arthur M. Cohen & Associates LLC1,988$1.13M0.2%-9.1%0.005%
7/11/2025 Colorado Capital Management Inc.8,824$5.00M2.1%-6.4%0.022%
7/11/2025 Capital Advantage Inc.1,792$1.02M0.2%-71.7%0.004%
7/11/2025 Farther Finance Advisors LLC2,137$1.21M0.0%+20.3%0.005%
7/11/2025 CX Institutional645$365K0.0%-66.7%0.002%
7/11/2025 Windsor Capital Management LLC393$222K0.1%-9.4%0.001%
7/11/2025 Andrews Lucia Wealth Management LLC1,381$782K0.5%-6.1%0.003%
7/11/2025 Adirondack Trust Co.10,399$5.89M2.1%-3.4%0.026%
7/11/2025 Marshall & Sullivan Inc. WA157$89K0.0%N/A0.000%
7/11/2025 Essex Savings Bank487$276K0.1%+17.3%0.001%
7/11/2025 Diversified Trust Co4,398$2.49M0.1%-0.7%0.011%
7/11/2025 Bell Bank1,135$643K0.0%-15.0%0.003%
7/11/2025 Kingstone Capital Partners Texas LLC2,797,139$1.58B0.2%N/A7.016%
7/11/2025 Grove Bank & Trust12,325$6.98M0.9%-3.2%0.031%
7/10/2025 Pachira Investments Inc.359$203K0.2%-15.5%0.001%
7/10/2025 Oldfather Financial Services LLC53,275$30.18M10.4%+2.6%0.134%
7/10/2025 Trust Point Inc.3,593$2.04M0.2%-3.0%0.009%
Steve Jobs' Deathbed Secret Finally Leaked (Ad)

Leaked: Jobs’ Final Apple Project Exposed Bloomberg just leaked details of a secret project Steve Jobs set in motion before his death. After more than a decade under wraps, Apple is finally preparing to unleash this breakthrough — one that could reshape a $9 trillion industry overnight.

Its secret codename… Project Mulberry. 
7/10/2025 YHB Investment Advisors Inc.378$214K0.0%N/A0.001%
7/10/2025 Contravisory Investment Management Inc.395$224K0.0%-24.9%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC80,953$47.15M0.1%-0.8%0.203%
7/10/2025 Capital Advisory Group Advisory Services LLC5,060$2.87M1.0%+3.8%0.013%
7/10/2025 Tompkins Financial Corp2,241$1.27M0.1%+2.3%0.006%
7/10/2025 Stonekeep Investments LLC359$203K0.1%N/A0.001%
7/10/2025 KMG Fiduciary Partners LLC7,616$4.31M0.3%-3.8%0.019%
7/10/2025 Focus Financial Network Inc.2,753$1.56M0.1%-4.1%0.007%
7/10/2025 Sunflower Bank N.A.2,334$1.32M0.3%-6.0%0.006%
7/9/2025 Finley Financial LLC7,810$4.42M2.2%-1.4%0.020%
(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, 1,366 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 ($1.19B), Wells Fargo & Company MN ($780.54M), Northern Trust Corp ($595.45M), Morgan Stanley ($576.51M), and US Bancorp DE ($552.50M).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 1,070 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: Granite Bay Wealth Management LLC ($4.63M), International Assets Investment Management LLC ($3.67M), Hancock Prospecting Pty Ltd ($2.88M), Kingstone Capital Partners Texas LLC ($2.80M), GAMMA Investing LLC ($1.23M), Pathstone Family Office LLC ($961.21K), and Pathstone Holdings LLC ($956.48K).

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

Institutional investors have bought a total of 15,566,175 shares in the last 24 months. This purchase volume represents approximately $8.66B in transactions.

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

Of the 658 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: International Assets Investment Management LLC ($2.17M), Goldman Sachs Group Inc. ($301.18K), Royal Bank of Canada ($241.07K), Kayne Anderson Rudnick Investment Management LLC ($160.26K), SG Americas Securities LLC ($139.75K), USA Financial Formulas ($131.92K), and Sentinus LLC ($98.42K).

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

Institutional investors have sold a total of 4,562,485 shares in the last 24 months. This volume of shares sold represents approximately $2.56B in transactions.


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This page (NYSEARCA:MDY) was last updated on 7/20/2025 by MarketBeat.com Staff
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