SPDR S&P MIDCAP 400 ETF TRST (MDY) Institutional Ownership Changes & 13F Activity

SPDR S&P MIDCAP 400 ETF TRST (MDY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Mercer Global Advisors Inc, Envestnet Asset Management Inc, Corient Private Wealth Llc, and Empowered Funds, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+151+6.0%2,664$1.87MQ2 2026Oct 27, 2026
Jaffetilchin Investment Partners, LlcBuy+1+0.2%457$321.66KQ2 2026Oct 20, 2026
Mlp3, LlcBuy+1+0.2%624$438.80KQ2 2026Oct 16, 2026
Envestnet Asset Management IncBuy+9,210+11.4%89,737$63.12MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,223+31.2%5,138$3.61MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+149+8.2%1,970$1.39MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+1+0.3%338$237.47KQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+100—100$70.33KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+2,091+120.1%3,832$2.70MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+34,729—34,729$24.43MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-3,423-1.5%226,432$159.26MQ2 2026Aug 27, 2026
Bernard Wealth Management Corp.Sell-2-1.2%169$118.86KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+17,893+66.5%44,808$31.52MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-796-19.5%3,283$2.31MQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+286—286$201.29KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-40-2.0%1,983$1.39MQ2 2026Aug 19, 2026
Rb Capital Management, LlcBuy+1,526—1,526$1.07MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+689—689$484.60KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+265+27.2%1,241$872.84KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+185+1.9%9,893$6.96MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+3,413+500.4%4,095$2.88MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+2,033—2,033$1.43MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+613—613$431.15KQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+324—324$227.88KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-173-1.3%12,960$9.12MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-151-2.5%5,903$4.15MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+116+2.3%5,242$3.69MQ2 2026Aug 17, 2026
Old North State Trust, LlcSell-27-1.6%1,621$1.14MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-17-1.1%1,474$1.04MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-6-0.4%1,478$1.04MQ2 2026Aug 17, 2026
Showing 30 of 1,095

Frequently asked questions about MDY activity

  • Which institutional owners are buying MDY?

    Institutional owners buying MDY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MDY activity?

    "Buy" means an investor increased their reported position in MDY compared to the prior reporting period. This reflects growing exposure to SPDR S&P MIDCAP 400 ETF TRST (MDY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MDY increasing?

    Institutional interest in MDY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.