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

SPDR S&P MidCap 400 ETF Trust logo
$597.29 -0.25 (-0.04%)
Closing price 04:10 PM Eastern
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$597.42 +0.13 (+0.02%)
As of 04:37 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)
818
Total
Institutional Inflows
(last 12 months)
$9.46B
Number of
Institutional Sellers
(last 12 months)
715
Total
Institutional Outflows
(last 12 months)
$2.81B
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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
9/4/2025Osaic Holdings Inc.73,872$41.91M0.1%+0.4%0.186%
8/29/2025Total Investment Management Inc.227$129K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.4,756$2.69M0.2%+21.5%0.012%
8/28/2025Lavaca Capital LLC4,200$2.38M0.9%N/A0.011%
8/27/2025Cypress Capital Advisors LLC913$517K0.3%+9.9%0.002%
8/27/2025Orion Porfolio Solutions LLC5,560$3.15M0.0%+82.5%0.014%
8/26/2025Thrivent Financial for Lutherans1,173$664K0.0%-93.9%0.003%
8/19/2025B. Riley Wealth Advisors Inc.3,561$2.02M0.1%N/A0.009%
8/19/2025Advisory Services Network LLC6,089$3.51M0.1%+9.8%0.015%
8/19/2025Asset Dedication LLC653$370K0.0%+18.1%0.002%
8/19/2025Hohimer Wealth Management LLC1,316$745K0.1%+6.6%0.003%
8/19/2025Pitcairn Co.2,433$1.38M0.1%N/A0.006%
8/18/2025Old North State Trust LLC1,601$907K0.6%-4.2%0.004%
8/18/2025Tyler Stone Wealth Management658$373K0.1%-4.4%0.002%
8/18/2025Geneos Wealth Management Inc.4,409$2.50M0.1%+5.5%0.011%
8/18/2025Pacific Center for Financial Services13,010$7.37M2.0%-0.5%0.033%
8/16/2025Headlands Technologies LLC2,604$1.48M0.2%N/A0.007%
8/15/2025High Falls Advisors Inc2,002$1.13M0.3%-1.8%0.005%
8/15/2025Tower Research Capital LLC TRC 4,755$2.69M0.1%+27,870.6%0.012%
8/15/2025Blue Edge Capital LLC11,036$6.25M0.9%+0.4%0.028%
8/15/2025Corient Private Wealth LLC484,834$274.65M0.4%+98.3%1.224%
8/15/2025Equitable Holdings Inc.7,127$4.04M0.0%-9.6%0.018%
8/15/2025Captrust Financial Advisors73,269$41.51M0.1%-3.4%0.185%
8/15/2025Keel Point LLC483$273K0.0%+5.0%0.001%
8/15/2025Lantern Wealth Advisors LLC481$273K0.2%N/A0.001%
8/15/2025Visionary Wealth Advisors578$327K0.0%-3.2%0.001%
8/15/2025Tandem Wealth Advisors LLC31,828$18.03M8.9%+8.8%0.080%
8/15/2025Snowden Capital Advisors LLC5,442$3.09M0.1%-19.8%0.014%
8/15/2025Riggs Asset Managment Co. Inc.196$111K0.0%-68.5%0.000%
8/15/2025Orion Porfolio Solutions LLC96,099$54.44M0.4%+3,054.9%0.243%
8/15/2025MML Investors Services LLC23,839$13.50M0.0%-11.9%0.060%
8/15/2025Moore Capital Management LP633,725$358.99M4.5%+73.2%1.600%
8/15/2025Man Group plc733$415K0.0%-833.0%0.002%
8/15/2025McIlrath & Eck LLC1,095$620K0.1%-2.2%0.003%
8/15/2025LM Advisors LLC2,844$1.61M0.2%-37.0%0.007%
8/15/2025HRT Financial LP108,920$61.70M0.3%+3,581.0%0.275%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.29,579$16.76M2.9%-34.9%0.075%
8/15/2025Houlihan Financial Resource Group Ltd.6,965$3.98M1.6%-3.9%0.018%
8/15/2025IHT Wealth Management LLC440$249K0.0%-6.0%0.001%
8/15/2025Great Valley Advisor Group Inc.1,968$1.12M0.0%-7.4%0.005%
8/15/2025Garden State Investment Advisory Services LLC5,200$2.95M0.7%-11.1%0.013%
8/15/2025EP Wealth Advisors LLC29,627$16.78M0.1%-5.4%0.075%
8/15/2025Curi Capital LLC37,933$21.56M0.4%+33.7%0.096%
8/15/2025BNP Paribas Financial Markets203,192$115.10M0.1%-21.5%0.513%
8/15/2025Bank of America Corp DE2,237,977$1.27B0.1%-0.7%5.649%
8/15/2025Ameriprise Financial Inc.77,255$43.74M0.0%+11.6%0.195%
8/15/2025AQR Capital Management LLC12,714$7.20M0.0%+98.1%0.032%
8/14/2025Basswood Capital Management L.L.C.38,082$21.57M1.0%-5,170.8%0.096%
8/14/2025Sentinel Wealth Management Inc.1,260$716K0.7%N/A0.003%
8/14/2025Raymond James Financial Inc.526,538$298.27M0.1%-4.9%1.329%
8/14/2025Darwin Wealth Management LLC304$172K0.1%N/A0.001%
8/14/2025Peak Asset Management LLC9,402$5.33M1.0%-1.7%0.024%
8/14/2025Quantinno Capital Management LP16,021$9.08M0.0%-10.6%0.040%
8/14/2025Lavaca Capital LLC108,877$67.27M2.2%N/A0.275%
8/14/2025Alliancebernstein L.P.264,972$150.10M0.0%+4.2%0.669%
8/14/2025Peapack Gladstone Financial Corp53,596$30.36M0.4%-0.2%0.135%
8/14/2025HUB Investment Partners LLC1,105$626K0.0%+2.4%0.003%
8/14/2025Ieq Capital LLC14,217$8.05M0.0%-0.8%0.036%
8/14/2025Becker Capital Management Inc.3,345$1.90M0.1%-3.1%0.008%
8/14/2025Squarepoint Ops LLC82,480$46.72M0.0%+140.2%0.208%
8/14/2025Frisch Financial Group Inc.2,050$1.17M0.3%-1.9%0.005%
8/14/2025NewEdge Advisors LLC6,484$3.67M0.0%+8.5%0.016%
8/14/2025Qube Research & Technologies Ltd29,707$16.83M0.0%-74.1%0.075%
8/14/2025CoreFirst Bank & Trust70$40K0.0%N/A0.000%
8/14/2025Sentinus LLC3,518$1.99M0.5%+42.5%0.009%
8/14/2025Acorn Wealth Advisors LLC1,648$934K0.3%+5.2%0.004%
8/14/2025SVB Wealth LLC2,341$1.33M0.1%-56.7%0.006%
8/14/2025Bank of Nova Scotia11,017$6.24M0.0%-20.2%0.028%
8/14/2025Baker Avenue Asset Management LP1,627$922K0.0%-11.2%0.004%
8/14/2025Cary Street Partners Financial LLC2,508$1.42M0.0%-1.9%0.006%
8/14/2025Cerity Partners LLC128,923$73.04M0.1%-2.4%0.325%
8/13/2025Gamco Investors INC. ET AL5,507$3.12M0.0%N/A0.014%
8/13/2025Jump Financial LLC4,404$2.50M0.0%N/A0.011%
8/13/2025PGIM Custom Harvest LLC607$344K0.0%+37.3%0.002%
8/13/2025Victory Financial Group LLC7,946$4.50M0.7%-16.7%0.020%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA3,596$2.04M0.5%+2.9%0.009%
8/13/2025StoneX Group Inc.981$558K0.0%-6.3%0.002%
8/13/2025Cresset Asset Management LLC23,784$13.52M0.1%+2.5%0.060%
8/13/2025Gateway Wealth Partners LLC450$255K0.0%-4.5%0.001%
8/13/2025Brown Advisory Inc.118,721$67.25M0.1%+0.5%0.300%
8/13/2025SCS Capital Management LLC55,547$31.53M0.3%-9.7%0.140%
8/13/2025Portland Global Advisors LLC68,185$38.63M4.5%-1.6%0.172%
8/13/2025Walleye Capital LLC560$317K0.0%N/A0.001%
8/13/2025Baird Financial Group Inc.51,176$28.99M0.1%-1.1%0.129%
8/13/2025Miramar Capital LLC1,248$707K0.2%+8.0%0.003%
8/13/2025EverSource Wealth Advisors LLC1,866$1.06M0.0%-5.2%0.005%
8/13/2025CW Advisors LLC13,794$7.81M0.1%+20.2%0.035%
8/13/2025Elios Financial Group Inc.724$410K0.2%-3.5%0.002%
8/13/2025Isthmus Partners LLC518$293K0.0%+11.4%0.001%
8/13/2025Beacon Pointe Advisors LLC8,839$5.01M0.1%-3.6%0.022%
8/13/2025Wellspring Financial Advisors LLC19,714$11.17M0.2%-13.7%0.050%
8/13/2025NBW Capital LLC7,083$4.01M0.9%+1.8%0.018%
8/13/2025Quantbot Technologies LP2,390$1.35M0.0%N/A0.006%
8/13/2025M&T Bank Corp27,098$15.35M0.1%-9.7%0.068%
8/13/2025Smith Moore & CO.60,296$34.16M2.9%-0.3%0.152%
8/13/2025Lumbard & Kellner LLC360$204K0.1%N/A0.001%
8/13/2025Trustmark Bank Trust Department32,237$18.26M1.3%-0.2%0.081%
8/13/2025Lido Advisors LLC38,084$21.62M0.1%-0.8%0.096%
8/13/2025Legacy Capital Wealth Partners LLC897$508K0.1%-21.5%0.002%
8/13/2025Gator Capital Management LLC1,624$920K0.3%+21.3%0.004%
(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, 1,387 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 ($780.54M), Northern Trust Corp ($595.45M), Morgan Stanley ($576.51M), and US Bancorp DE ($575.42M).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 1,093 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 16,928,419 shares in the last 24 months. This purchase volume represents approximately $9.46B in transactions.

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

Of the 715 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), SG Americas Securities LLC ($242.75K), Royal Bank of Canada ($241.07K), Kayne Anderson Rudnick Investment Management LLC ($160.26K), 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 4,999,677 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.



This page (NYSEARCA:MDY) was last updated on 9/10/2025 by MarketBeat.com Staff
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