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MDY · Insider trading · 13F holders · Congress trades

SPDR S&P MidCap 400 ETF Trust (MDY)

Who is buying and selling MDY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
349
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
2

MDY at a glance

  • No open-market insider purchases or sales of MDY were filed in the last 90 days.
  • 349 13F filers hold MDY among their 50 largest positions, worth $5.6B combined, including David Katz and Derek Pilecki. The biggest bets by portfolio weight are LCM Capital Management Inc (12.5%), Conservest Capital Advisors, Inc. (11.7%) and Tandem Wealth Advisors LLC (11.5%). In their latest 13Fs, 3 managers opened a new position and 18 added to one.
  • Members of Congress have disclosed 11 MDY trades since 2017, 1 purchase and 1 sale in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Jan 23, 2026.
  • MDY last closed at $669.80 on Oct 30, 2026.

MDY insider trading

No open-market insider purchases or sales of MDY were filed in the last 90 days.

Who owns MDY? Hedge funds and superinvestors

349 13F filers hold MDY among their 50 largest positions, worth $5.6B combined, including David Katz and Derek Pilecki. The biggest bets by portfolio weight are LCM Capital Management Inc (12.5%), Conservest Capital Advisors, Inc. (11.7%) and Tandem Wealth Advisors LLC (11.5%). In their latest 13Fs, 3 managers opened a new position and 18 added to one.

Superinvestors holding MDY: David Katz 0.3% · Derek Pilecki 0.3%

13F filers holding MDY
Manager% of portfolioValueSharesLast quarter13F
US Bancorp \de\Bank & trust0.7%$677.9M963,812-0.6% sharesQ2 2026
Northwestern Mutual Wealth Management CoWealth manager0.3%$635.4M903,341+4.5% sharesQ2 2026
Pathstone Holdings, LLCWealth manager1.7%$597.5M849,491+1.1% sharesQ2 2026
Meitav Investment House LtdInvestment manager1.7%$270.6M412,045-0.2% sharesQ3 2026
MAI Capital ManagementWealth manager0.7%$190.6M271,019+2.6% sharesQ2 2026
Arvest Bank Trust DivisionBank & trust7.7%$157.8M224,334-1.4% sharesQ2 2026
Conservest Capital Advisors, Inc.Wealth manager11.7%$146.6M208,394-1.6% sharesQ2 2026
Generali Asset Management SPA SGRAsset manager2.1%$118.2M179,949+9.2% sharesQ3 2026
Waddell & Associates, LLCInvestment manager5.4%$108.8M154,726+0.7% sharesQ2 2026
Welch & Forbes LLCWealth manager1.2%$100.0M142,173-12.0% sharesQ2 2026
Whittier Trust CoBank & trust0.9%$91.5M131,409-1.3% sharesQ2 2026
EP Wealth Advisors, LLCWealth manager0.3%$84.0M119,454+6.9% sharesQ2 2026
Hills Bank & Trust CoBank & trust3.3%$78.5M111,587-3.3% sharesQ2 2026
Montag A & Associates IncWealth manager2.8%$65.8M99,916-1.7% sharesQ3 2026
Atlantic Union Bankshares CorpBank & trust1.0%$58.7M83,440-1.1% sharesQ2 2026
WASHINGTON TRUST CoBank & trust1.6%$52.5M79,945-1.8% sharesQ3 2026
Henshaw Capital LLCAsset manager1.7%$51.3M73,000-2.7% sharesQ2 2026
Mirae Asset Securities (USA) Inc.Broker-dealer2.2%$51.0M77,729+55.2% sharesQ3 2026
Portland Global Advisors LLCWealth manager4.3%$44.9M63,792-2.5% sharesQ2 2026
Bartlett & Co. Wealth Management LLCWealth manager0.6%$44.5M63,175—Q2 2026
Whittier Trust Co of Nevada IncBank & trust0.8%$42.8M62,245-2.0% sharesQ2 2026
Smith, Moore & Co.Wealth manager2.8%$42.8M60,828-1.1% sharesQ2 2026
Pittenger & Anderson IncWealth manager1.5%$41.3M58,735-0.1% sharesQ2 2026
Citizens Financial Group Inc/riBank & trust0.5%$40.2M61,225+2.9% sharesQ3 2026
OFS Enterprise LLCWealth manager9.7%$37.3M56,725-0.2% sharesQ3 2026
Crewe Advisors LLCWealth manager2.6%$35.3M50,124-0.0% sharesQ2 2026
MassMutual Private Wealth & Trust, FSBWealth manager0.9%$33.6M51,162-5.7% sharesQ3 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Asset manager3.6%$31.0M44,041-0.6% sharesQ2 2026
SCS Capital Management LLCWealth manager0.3%$30.9M43,991-12.6% sharesQ2 2026
Chicago Partners Investment Group LLCWealth manager0.5%$29.8M45,114-0.8% sharesQ3 2026

The 30 largest of 349 positions, by value. Each manager counts with its latest 13F (Q3 2026: 163, Q2 2026: 185, Q1 2026: 1). Screen MDY in the grand portfolio →

MDY stock trades by members of Congress

Members of Congress have disclosed 11 MDY trades since 2017, 1 purchase and 1 sale in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Jan 23, 2026.

Congress trades in MDY
FiledMemberTradeAmountTradedSince
Feb 15, 2026John BoozmanR-AR · SenateSale$1K–15KJan 23, 2026+5.3%
Dec 8, 2025John BoozmanR-AR · SenateBuy$1K–15KNov 21, 2025+15.0%
Oct 18, 2024John BoozmanR-AR · SenateSale$1K–15KSep 9, 2024+24.0%
Aug 6, 2024John BoozmanR-AR · SenateSale$1K–15KJul 18, 2024+20.8%
Jul 11, 2024John BoozmanR-AR · SenateSale$1K–15KJun 4, 2024+25.4%
Sep 30, 2021David P. JoyceR-OH · HouseBuy$1K–15KSep 14, 2021+37.3%
Jul 30, 2020David P. JoyceR-OH · HouseBuy$1K–15KSep 20, 2019+89.5%
May 8, 2019David P. JoyceR-OH · HouseSale$15K–50KSep 5, 2018+80.4%
May 8, 2019David P. JoyceR-OH · HouseSale$1K–15KJul 12, 2017+109.5%
Jan 11, 2019Thomas MacArthurR-NJ · HouseBuy$250K–500KDec 7, 2018+106.5%
Jul 26, 2017David P. JoyceR-OH · HouseSale$1K–15KJul 7, 2017+110.7%

3 members have traded MDY: John Boozman, David P. Joyce, Thomas MacArthur.

MDY questions and answers

Are insiders buying MDY stock?

No open-market insider purchases or sales of MDY were filed in the last 90 days.

Which hedge funds own MDY?

349 13F filers hold MDY among their 50 largest positions, worth $5.6B combined, including David Katz and Derek Pilecki. The biggest bets by portfolio weight are LCM Capital Management Inc (12.5%), Conservest Capital Advisors, Inc. (11.7%) and Tandem Wealth Advisors LLC (11.5%). In their latest 13Fs, 3 managers opened a new position and 18 added to one.

Has Congress traded MDY?

Members of Congress have disclosed 11 MDY trades since 2017, 1 purchase and 1 sale in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Jan 23, 2026.

Who is the largest holder of MDY?

Among 13F filers, US Bancorp \de\ reports the largest MDY position, $677.9M (963,812 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is LCM Capital Management Inc's: 12.5% of its portfolio.

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