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

SPDR S&P MidCap 400 ETF Trust logo
$570.42
+3.63 (+0.64%)
(As of 12:38 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Number of
Institutional Buyers
(last 12 months)
599
Total
Institutional Inflows
(last 12 months)
$5.52B
Number of
Institutional Sellers
(last 12 months)
511
Total
Institutional Outflows
(last 12 months)
$2.38B
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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
11/4/2024Sigma Planning Corp6,636$3.78M0.1%-30.6%0.017%
11/2/2024Houlihan Financial Resource Group Ltd.7,595$4.33M1.8%-1.1%0.019%
11/2/2024Mesirow Financial Investment Management Inc.25,493$14.52M0.3%+3.4%0.065%
11/2/2024XML Financial LLC3,157$1.80M0.2%+10.4%0.008%
11/1/2024Proficio Capital Partners LLC6,960$3.97M0.4%+16.5%0.018%
11/1/2024Atria Investments Inc1,654$942K0.0%-68.2%0.004%
11/1/2024Objective Capital Management LLC392$223K0.1%N/A0.001%
11/1/2024TCTC Holdings LLC2,686$1.53M0.1%+3.4%0.007%
11/1/2024Klingman & Associates LLC43,599$24.84M1.5%-1.8%0.110%
11/1/2024Assetmark Inc.92$52K0.0%-61.8%0.000%
11/1/2024Pegasus Partners Ltd.11,032$6.28M0.6%-0.8%0.028%
11/1/2024Lionsbridge Wealth Management LLC4,080$2.32M1.8%-0.9%0.010%
11/1/2024SpiderRock Advisors LLC1,257$716K0.0%-1.8%0.003%
11/1/2024Leavell Investment Management Inc.10,690$6.11M0.3%+4.9%0.027%
11/1/2024Fiera Capital Corp1,725$983K0.0%+102.2%0.004%
11/1/2024Sonata Capital Group Inc.7,583$4.32M1.8%-7.1%0.019%
11/1/2024 Heritage Wealth Management Inc.414$236K0.1%-4.6%0.001%
11/1/2024 Stone Point Wealth LLC3,891$2.22M0.7%+41.0%0.010%
11/1/2024 Winthrop Advisory Group LLC4,707$2.69M0.3%+9.0%0.012%
11/1/2024 Lewis Asset Management LLC463$264K0.2%-12.1%0.001%
10/31/2024 MontVue Capital Management Inc.1,463$833K0.6%-7.3%0.004%
10/31/2024 Ascent Wealth Partners LLC59,438$33.86M4.7%+1.1%0.150%
10/31/2024 Woodmont Investment Counsel LLC803$457K0.0%-2.7%0.002%
10/31/2024 Wealth Architects LLC765$436K0.0%-30.6%0.002%
10/31/2024 JNBA Financial Advisors970$553K0.1%-3.4%0.002%
10/31/2024 American Capital Advisory LLC2,113$1.20M0.7%+4.7%0.005%
10/31/2024 Concurrent Investment Advisors LLC490$279K0.0%-97.5%0.001%
10/30/2024 Benchmark Financial Wealth Advisors LLC8,053$4.59M1.5%+2.4%0.020%
10/30/2024 Flagship Private Wealth LLC608$347K0.2%-3.3%0.002%
10/30/2024 North Star Investment Management Corp.7,396$4.21M0.3%+3.2%0.019%
10/30/2024 Crestwood Advisors Group LLC1,341$764K0.0%-9.8%0.003%
10/30/2024 NorthRock Partners LLC1,779$1.01M0.1%-29.3%0.005%
10/30/2024 Heritage Investors Management Corp52,313$29.80M1.0%-3.0%0.132%
10/30/2024 Pittenger & Anderson Inc.69,160$39.40M1.5%-0.3%0.175%
10/30/2024 Central Bank & Trust Co.17,799$10.14M1.4%-0.6%0.045%
10/30/2024 FSM Wealth Advisors LLC439$250K0.1%-16.4%0.001%
10/30/2024 Moloney Securities Asset Management LLC3,787$2.16M0.3%-74.9%0.010%
10/30/2024 TKG Advisors LLC11,652$6.64M3.3%+3.0%0.029%
10/30/2024 QRG Capital Management Inc.566$322K0.0%-12.1%0.001%
10/30/2024 Lutz Financial Services LLC19,518$11.12M0.9%-0.3%0.049%
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10/30/2024 Vestor Capital LLC32,302$18.40M1.4%-1.7%0.082%
10/29/2024 Northeast Investment Management372$212K0.0%N/A0.001%
10/29/2024 Ground Swell Capital LLC1,392$793K0.7%N/A0.004%
10/29/2024 Kanawha Capital Management LLC1,292$736K0.1%+4.0%0.003%
10/29/2024 Forum Financial Management LP650$370K0.0%+12.1%0.002%
10/29/2024 IAG Wealth Partners LLC392$223K0.0%+43.6%0.001%
10/29/2024 BSW Wealth Partners1,118$637K0.1%+14.2%0.003%
10/29/2024 GFS Advisors LLC16,143$9.20M2.0%+4.4%0.041%
10/29/2024 Janney Montgomery Scott LLC40,495$23.07M0.1%-1.0%0.102%
10/29/2024 Conservest Capital Advisors Inc.240,646$133.90M13.6%+3.7%0.609%
10/29/2024 Pure Financial Advisors LLC593$338K0.0%+11.3%0.002%
10/29/2024 Arcadia Investment Management Corp MI540$308K0.1%-22.0%0.001%
10/29/2024 Conning Inc.39,768$22.65M0.7%-12.4%0.101%
10/29/2024 Clear Creek Financial Management LLC969$552K0.1%-96.2%0.002%
10/29/2024 Chicago Partners Investment Group LLC49,565$28.25M1.0%-1.6%0.125%
10/29/2024 Farther Finance Advisors LLC1,469$837K0.0%+42.1%0.004%
10/28/2024 Hills Bank & Trust Co120,979$68.92M5.2%-0.3%0.306%
10/28/2024 Focus Financial Network Inc.3,402$1.94M0.1%-6.1%0.009%
10/28/2024 Stephens Inc. AR1,262$719K0.0%+22.9%0.003%
10/28/2024 LCM Capital Management Inc43,156$24.59M14.1%+2.1%0.109%
10/28/2024 US Bancorp DE1,063,964$606.10M0.8%+1.1%2.692%
10/28/2024 Congress Asset Management Co.484$276K0.0%-9.2%0.001%
10/28/2024 HM Payson & Co.1,373$782K0.0%-11.2%0.003%
10/28/2024 Oldfather Financial Services LLC51,789$29.50M11.4%-0.5%0.131%
10/28/2024 Catalyst Financial Partners LLC716$408K0.1%+68.9%0.002%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV4,579$2.61M0.3%-32.5%0.012%
10/25/2024 Fiducient Advisors LLC2,589$1.48M0.2%+8.5%0.007%
10/25/2024 Pinnacle Associates Ltd.65,142$37.11M0.6%+0.8%0.165%
10/25/2024 WASHINGTON TRUST Co96,211$54.81M1.9%-2.6%0.243%
10/25/2024 Edge Financial Advisors LLC2,746$1.56M1.4%N/A0.007%
10/25/2024 Mutual Advisors LLC3,736$2.13M0.1%+348.0%0.009%
10/25/2024 Highview Capital Management LLC DE8,133$4.63M1.9%+0.3%0.021%
10/25/2024 Lodestar Private Asset Management LLC10,121$5.77M0.7%+1.4%0.026%
10/25/2024 Valmark Advisers Inc.3,082$1.76M0.0%+19.2%0.008%
10/25/2024 Bay Rivers Group7,969$4.54M2.3%+0.4%0.020%
10/25/2024 Integrated Advisors Network LLC3,539$2.02M0.1%+1.4%0.009%
10/25/2024 Boston Financial Mangement LLC16,180$9.22M0.3%-1.2%0.041%
10/24/2024 Barrett & Company Inc.8,038$4.58M2.0%-1.1%0.020%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,555$886K0.1%+1.2%0.004%
10/24/2024 Tower View Wealth Management LLC4,657$2.65M1.5%+2.3%0.012%
10/24/2024 FCG Investment Co1,027$585K0.4%+11.0%0.003%
10/24/2024 Salomon & Ludwin LLC5,606$3.19M0.3%-15.7%0.014%
10/24/2024 Montz Harcus Wealth Management LLC14,189$8.08M4.7%+0.8%0.036%
10/24/2024 Sterling Investment Advisors Ltd.4,755$2.71M0.7%-2.0%0.012%
10/24/2024 J.W. Cole Advisors Inc.5,022$2.86M0.1%-1.5%0.013%
10/24/2024 Bristlecone Advisors LLC6,754$3.85M0.3%+6.0%0.017%
10/24/2024 Modera Wealth Management LLC8,152$4.64M0.1%-3.4%0.021%
10/24/2024 MCF Advisors LLC23,017$13.13M0.9%-0.1%0.058%
10/24/2024 Farrow Financial Inc.3,295$1.88M1.2%-1.7%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC81,142$46.22M0.1%-0.6%0.205%
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10/24/2024 Arkadios Wealth Advisors1,306$744K0.0%-3.2%0.003%
10/24/2024 NorthCrest Asset Manangement LLC6,254$3.56M0.1%+144.0%0.016%
10/24/2024 Sageworth Trust Co9,582$5.46M0.3%+0.8%0.024%
10/23/2024 St. Johns Investment Management Company LLC4,870$2.77M1.3%-3.0%0.012%
10/23/2024 Lyell Wealth Management LP2,128$1.21M0.1%-3.6%0.005%
10/23/2024 Allworth Financial LP8,415$4.79M0.0%+0.7%0.021%
10/23/2024 Country Club Bank19,366$11.02M0.7%-2.2%0.049%
10/23/2024 Joel Isaacson & Co. LLC5,456$3.11M0.1%-0.6%0.014%
10/23/2024 Sigma Investment Counselors Inc.804$458K0.0%-3.6%0.002%
10/23/2024 Pettinga Financial Advisors LLC1,401$798K0.2%-3.4%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, 1,211 institutional investors and hedge funds held shares of SPDR S&P MidCap 400 ETF Trust. The most heavily invested institutionals were Arete Wealth Advisors LLC ($252.59B), International Assets Investment Management LLC ($1.24B), Bank of America Corp DE ($985.70M), Wells Fargo & Company MN ($749.17M), US Bancorp DE ($606.10M), Northern Trust Corp ($583.84M), and Morgan Stanley ($576.51M).Learn more on MDY's institutional investors.

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

Of the 942 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 ($4.62M), International Assets Investment Management LLC ($3.69M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Bank of Montreal Can ($563.09K), Beirne Wealth Consulting Services LLC ($512.43K), and Scarborough Advisors LLC ($390.54K).

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

Institutional investors have bought a total of 17,387,078 shares in the last 24 months. This purchase volume represents approximately $8.64B in transactions.

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

Of the 754 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), Healthcare of Ontario Pension Plan Trust Fund ($337K), Houlihan Financial Resource Group Ltd. ($208.96K), Creative Planning ($180.25K), Bessemer Group Inc. ($180.06K), JPMorgan Chase & Co. ($177K), and SG Americas Securities LLC ($149.06K).

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

Institutional investors have sold a total of 6,844,226 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.



This page (NYSEARCA:MDY) was last updated on 11/4/2024 by MarketBeat.com Staff
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