Free Trial

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

→ Urgent Nvidia Warning (From Altimetry) (Ad)
Free MDY Stock Alerts
$530.06
+6.85 (+1.31%)
(As of 05/2/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsSEC Filings

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

Number of
Institutional Buyers
(last 12 months)
605
Total
Institutional Inflows
(last 12 months)
$4.58B
Number of
Institutional Sellers
(last 12 months)
557
Total
Institutional Outflows
(last 12 months)
$2.56B
Get MDY Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P MidCap 400 ETF Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MDY Institutional Buying and Selling by Quarter

SPDR S&P MidCap 400 ETF Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Central Pacific Bank Trust Division920$508K0.1%N/A0.002%
5/2/2024Salomon & Ludwin LLC8,036$4.47M0.4%-1.4%0.020%
5/2/2024Financial Counselors Inc.64,783$36.05M0.6%-5.3%0.159%
5/2/2024Shoker Investment Counsel Inc.5,116$2.83M1.0%-1.1%0.013%
5/2/2024Farrow Financial Inc.3,324$1.85M1.3%-2.5%0.008%
5/2/2024Jennison Associates LLC666$371K0.0%-63.7%0.002%
5/2/2024Conservest Capital Advisors Inc.242,106$134.71M13.7%-5.1%0.595%
5/2/2024Summit Financial Wealth Advisors LLC385$214K0.0%N/A0.001%
5/2/2024Lionsbridge Wealth Management LLC5,800$3.23M2.5%-4.1%0.014%
5/2/2024Pittenger & Anderson Inc.68,964$38.37M1.6%+0.2%0.169%
5/2/2024Thompson Davis & CO. Inc.622$346K0.2%-31.9%0.002%
5/2/2024Lincoln National Corp12,403$6.90M0.1%+9.1%0.030%
5/2/2024Bryn Mawr Capital Management LLC834$464K0.0%-15.2%0.002%
5/2/2024Mendel Money Management532$296K0.1%-202.3%0.001%
5/2/2024Fidelis Capital Partners LLC2,395$1.33M0.2%-15.4%0.006%
5/2/2024Goelzer Investment Management Inc.12,462$6.93M0.4%-2.0%0.031%
5/2/2024Choreo LLC6,289$3.50M0.1%+2.9%0.015%
5/2/2024 Seelaus Asset Management LLC1,294$720K0.7%-5.5%0.003%
5/2/2024 Moloney Securities Asset Management LLC3,789$2.11M0.3%+5.5%0.009%
5/2/2024 Palisade Asset Management LLC12,562$6.99M0.7%-15.4%0.031%
5/1/2024 Stone Point Wealth LLC2,269$1.26M0.4%N/A0.006%
5/1/2024 Connecticut Wealth Management LLC4,953$2.76M0.1%-0.9%0.012%
5/1/2024 Janney Montgomery Scott LLC40,650$22.62M0.1%-5.6%0.100%
5/1/2024 TKG Advisors LLC11,305$6.29M3.5%+7.2%0.028%
5/1/2024 Klingman & Associates LLC44,646$24.84M1.7%-1.8%0.110%
5/1/2024 Ascent Wealth Partners LLC59,203$32.94M4.9%+2.4%0.145%
5/1/2024 Braun Stacey Associates Inc.2,307$1.28M0.1%-1.2%0.006%
5/1/2024 Mission Wealth Management LP566$315K0.0%+6.4%0.001%
5/1/2024 ORBA Wealth Advisors L.L.C.2,758$1.54M0.8%-5.3%0.007%
5/1/2024 McCarthy & Cox757$421K0.2%N/A0.002%
5/1/2024 Sequoia Financial Advisors LLC1,339$745K0.0%-39.5%0.003%
4/30/2024 Private Advisor Group LLC12,893$7.17M0.1%-1.8%0.032%
4/30/2024 J.W. Cole Advisors Inc.5,162$2.87M0.1%-32.7%0.013%
4/30/2024 Retirement Systems of Alabama46,952$26.12M0.1%+0.1%0.115%
4/30/2024 Hartline Investment Corp1,548$861K0.2%N/A0.004%
4/30/2024 North Star Investment Management Corp.7,051$3.92M0.3%+4.1%0.017%
4/30/2024 Fairman Group LLC304$169K0.2%-7.9%0.001%
4/30/2024 Norden Group LLC731$407K0.0%-31.2%0.002%
4/30/2024 Cordatus Wealth Management LLC400$223K0.2%-75.2%0.001%
4/30/2024 Granite Bay Wealth Management LLC32,784$18.24M10.4%-98.7%0.081%
The AI Stock that’s Disrupting Every Industry (Ad)

Move over Nvidia. There’s a new hot AI play that has soared 960% in the past year. One high-flying artificial intelligence stock has soared 960% over the past year and may soon become as familiar as Nvidia…

Here's the Ticker >>>
4/30/2024 WealthBridge Capital Management LLC4,001$2.23M0.7%+1.8%0.010%
4/30/2024 Delta Financial Group Inc.4,964$2.76M0.8%+5.3%0.012%
4/30/2024 Garrett Wealth Advisory Group LLC373$208K0.1%N/A0.001%
4/30/2024 Camden National Bank418$233K0.0%N/A0.001%
4/30/2024 Naples Global Advisors LLC4,675$2.61M0.3%-16.3%0.011%
4/30/2024 Perigon Wealth Management LLC6,902$3.84M0.1%-8.6%0.017%
4/30/2024 Mayflower Financial Advisors LLC10,005$5.57M0.4%-1.4%0.025%
4/30/2024 M3 Advisory Group LLC1,197$666K0.6%+23.0%0.003%
4/30/2024 Investment Advisory Group LLC3,510$1.95M0.8%-4.1%0.009%
4/30/2024 Unionview LLC13,769$7.66M6.3%+0.2%0.034%
4/30/2024 Renaissance Investment Group LLC7,340$4.08M0.9%-1.2%0.018%
4/30/2024 Stock Yards Bank & Trust Co.7,224$4.02M0.1%-1.9%0.018%
4/29/2024Commonwealth Equity Services LLC101,175$56.29M0.1%-12.4%0.249%
4/29/2024 Greenleaf Trust5,130$2.85M0.0%-3.9%0.013%
4/29/2024 Heritage Investors Management Corp54,596$30.38M1.1%-2.0%0.134%
4/29/2024 American Capital Advisory LLC1,682$936K0.7%-16.7%0.004%
4/29/2024 Baxter Bros Inc.1,023$569K0.1%N/A0.003%
4/27/2024 White Pine Investment CO397$221K0.1%-80.9%0.001%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC5,255$2.92M0.7%+2.3%0.013%
4/27/2024 Conning Inc.46,753$26.01M0.9%-2.3%0.115%
4/26/2024 Pinnacle Associates Ltd.64,897$36.11M0.6%-0.4%0.159%
4/26/2024 Aspen Investment Management Inc1,430$796K0.4%+13.7%0.004%
4/26/2024 BLB&B Advisors LLC1,276$710K0.0%+12.2%0.003%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC7,265$3.84M1.6%+2.2%0.018%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.500$278K0.2%-42.0%0.001%
4/26/2024 Northwest Bancshares Inc.3,469$1.93M0.3%-1.6%0.009%
4/26/2024 JNBA Financial Advisors1,037$577K0.1%-2.1%0.003%
4/26/2024 Yousif Capital Management LLC17,702$9.85M0.1%+50.5%0.044%
4/26/2024 YHB Investment Advisors Inc.360$200K0.0%-17.2%0.001%
4/26/2024 SlateStone Wealth LLC22,790$12.68M1.3%-0.7%0.056%
4/26/2024 ZWJ Investment Counsel Inc.4,202$2.34M0.1%-7.0%0.010%
4/26/2024 First National Trust Co957$532K0.0%-3.0%0.002%
4/26/2024 Guild Investment Management Inc.475$264K0.3%N/A0.001%
4/26/2024 McKinley Carter Wealth Services Inc.3,167$1.76M0.1%-3.1%0.008%
4/26/2024 Chicago Partners Investment Group LLC47,685$25.26M1.1%+1.7%0.117%
4/26/2024 Mesirow Financial Investment Management Inc.25,182$14.01M0.3%N/A0.062%
4/26/2024 TI Trust Inc.8,566$4.77M3.5%+5.0%0.021%
4/26/2024 Tritonpoint Wealth LLC1,530$790K0.1%-1.4%0.004%
4/25/2024 Lindbrook Capital LLC3,871$2.15M0.2%+14.1%0.010%
4/25/2024 Lodestar Private Asset Management LLC9,995$5.56M0.8%-0.4%0.025%
4/25/2024 Osborne Partners Capital Management LLC2,726$1.52M0.1%+18.9%0.007%
4/25/2024 Smith Chas P & Associates PA Cpas6,624$3.69M0.2%+668.4%0.016%
4/25/2024 Oldfather Financial Services LLC51,901$28.88M11.9%+0.9%0.129%
4/25/2024 HTLF Bank364$203K0.0%N/A0.001%
4/25/2024 Capital Investment Advisory Services LLC2,622$1.46M0.2%+24.6%0.007%
4/25/2024 Triumph Capital Management2,357$1.30M0.5%+53.2%0.006%
4/25/2024 Valeo Financial Advisors LLC755$400K0.0%+7.4%0.002%
4/25/2024 IFG Advisors LLC39,132$21.77M5.6%+5.4%0.097%
4/25/2024 Summit Financial LLC5,450$3.04M0.2%+21.2%0.014%
4/25/2024 IAG Wealth Partners LLC229$127K0.0%+780.8%0.001%
Could Your Accounts Be Frozen? (Ad)

The US Dollar Is "Finished" A deteriorating economy, global instability, and a weakened banking system have pushed the U.S. financial system to the brink, imperiling the value of your savings and investments.

Get your Free Wealth Protection Kit
4/24/2024 Private Trust Co. NA4,916$2.74M0.3%-1.9%0.012%
4/24/2024 Leavell Investment Management Inc.10,190$5.68M0.3%-3.1%0.025%
4/24/2024 CENTRAL TRUST Co9,610$5.35M0.1%-2.8%0.024%
4/24/2024 Pegasus Partners Ltd.11,366$6.32M0.7%-6.7%0.028%
4/24/2024 Blue Bell Private Wealth Management LLC467$260K0.1%-24.3%0.001%
4/24/2024 Dakota Wealth Management12,238$6.81M0.2%-5.0%0.030%
4/24/2024 SOL Capital Management CO2,045$1.14M0.1%-4.7%0.005%
4/24/2024 Simplicity Wealth LLC2,399$1.34M0.0%N/A0.006%
4/24/2024 Spire Wealth Management2,415$1.34M0.1%-3.1%0.006%
4/24/2024 Essex Financial Services Inc.2,584$1.44M0.1%+25.8%0.006%
(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, 1,212 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), Whalerock Point Partners LLC ($2.27B), Bank of America Corp DE ($985.70M), Wells Fargo & Company MN ($749.17M), Northern Trust Corp ($583.84M), Morgan Stanley ($576.51M), and US Bancorp DE ($548.82M).Learn more on MDY's institutional investors.

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

Of the 961 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 ($2.53M), International Assets Investment Management LLC ($1.52M), Pathstone Family Office LLC ($961.21K), Pathstone Holdings LLC ($956.48K), Bank of Montreal Can ($587.29K), 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 13,884,003 shares in the last 24 months. This purchase volume represents approximately $6.49B in transactions.

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

Of the 769 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 ($412K), Houlihan Financial Resource Group Ltd. ($208.88K), JPMorgan Chase & Co. ($202.35K), Creative Planning ($201.62K), PNC Financial Services Group Inc. ($181.83K), and Barclays PLC ($175.82K).

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

Institutional investors have sold a total of 7,142,764 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.


Related Companies:
This page (NYSEARCA:MDY) was last updated on 5/3/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
The AI stock to buy right now
StockEarnings
Could Your Accounts Be Frozen?
Allegiance Gold
Have You Seen Elon’s New A.I. Device? (Picture Inside)
InvestorPlace
Urgent Nvidia Warning
Altimetry
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
$5,000 Gold?
Stansberry Research
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press