SPDR S&P Midcap 400 ETF Trust
MDY- Exchange
- NYSE
- SEC CIK
- 0000936958
No open-market purchases or sales by SPDR S&P Midcap 400 ETF Trust insiders were filed in the last 90 days; 1,542 institutions reported holding it in 13F filings for Q2 2026, worth $17.3B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,235
- +97 vs. Q3 2023
- Shares held
- 27.5M
- +1.36M (+5.2%) vs. Q3 2023
- Total value
- $13.9B
- +$1.85B (+15.4%) vs. Q3 2023
- New holders
- 157
- 327 more added
- Sold out
- 60
- 392 more reduced
21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,542 | $17.3B |
| Q1 2026 | 1,455 | $15.3B |
| Q4 2025 | 1,438 | $15.3B |
| Q3 2025 | 1,369 | $15.0B |
| Q2 2025 | 1,351 | $14.2B |
| Q1 2025 | 1,361 | $13.4B |
| Q4 2024 | 1,409 | $15.1B |
| Q3 2024 | 1,319 | $14.1B |
| Q2 2024 | 1,293 | $13.2B |
| Q1 2024 | 1,297 | $13.9B |
| Q4 2023 | 1,235 | $13.9B |
| Q3 2023 | 1,159 | $12.5B |
| Q2 2023 | 1,155 | $11.9B |
| Q1 2023 | 1,137 | $11.3B |
| Q4 2022 | 1,147 | $11.1B |
| Q3 2022 | 1,052 | $9.54B |
| Q2 2022 | 1,040 | $10.1B |
| Q1 2022 | 1,101 | $12.2B |
| Q4 2021 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 2,570,040 | $1.19B | 10.67% | +33,187+1.3% | Added |
| Bank of America Corp | 2,022,726 | $1.03B | 0.12% | −230,342−10.2% | Reduced |
| Morgan Stanley | 1,544,940 | $783.9M | 0.07% | +282,442+22.4% | Added |
| Wells Fargo & Company | 1,476,549 | $749.2M | 0.21% | +21,817+1.5% | Added |
| Northern Trust Corp | 1,150,703 | $583.8M | 0.11% | −3,472−0.3% | Reduced |
| US Bancorp | 1,081,681 | $548.8M | 0.81% | −11,055−1.0% | Reduced |
| Pathstone Holdings, LLC | 956,484 | $485.3M | 2.63% | +956,484 | New |
| The PNC Financial Services Group, Inc. | 781,704 | $396.6M | 0.31% | −10,204−1.3% | Reduced |
| UBS Group AG | 611,939 | $310.5M | 0.12% | +10,387+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 520,770 | $264.2M | 0.30% | +18,944+3.8% | Added |
| Bank of Montreal | 489,965 | $251.2M | 0.14% | −2,646−0.5% | Reduced |
| Royal Bank of Canada | 493,977 | $250.6M | 0.06% | +220,587+80.7% | Added |
| Raymond James & Associates | 399,875 | $202.9M | 0.15% | +35,734+9.8% | Added |
| Goldman Sachs Group Inc | 387,935 | $196.8M | 0.04% | −145,363−27.3% | Reduced |
| JPMorgan Chase & Co | 370,797 | $188.1M | 0.02% | +136,765+58.4% | Added |
| BNP Paribas Arbitrage, SA | 349,411 | $177.3M | 0.32% | +30,619+9.6% | Added |
| IMC-Chicago, LLC | 298,993 | $151.7M | 4.83% | +298,993 | New |
| Arvest Trust Co N A | 262,964 | $133.4M | 8.04% | −5,312−2.0% | Reduced |
| Creative Planning | 260,883 | $132.4M | 0.25% | −10,727−3.9% | Reduced |
| CI Private Wealth, LLC | 257,113 | $130.5M | 0.24% | +3,722+1.5% | Added |
| Conservest Capital Advisors, Inc. | 255,232 | $129.5M | 13.77% | +310+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 249,880 | $126.8M | 0.32% | +181,599+266.0% | Added |
| Bank of New York Mellon Corp | 206,427 | $104.7M | 0.02% | +18,412+9.8% | Added |
| MAI Capital Management | 202,978 | $103.0M | 1.36% | −4,281−2.1% | Reduced |
| Welch & Forbes LLC | 185,128 | $93.9M | 1.42% | +22,569+13.9% | Added |
| HighTower Advisors, LLC | 183,585 | $93.2M | 0.16% | −313−0.2% | Reduced |
| Citigroup Inc | 163,941 | $83.2M | 0.11% | −20,723−11.2% | Reduced |
| Alliancebernstein L.P. | 146,973 | $74.6M | 0.03% | +1,340+0.9% | Added |
| Truist Financial Corp | 146,443 | $74.3M | 0.12% | −476−0.3% | Reduced |
| Whittier Trust Co | 142,268 | $72.2M | 1.17% | −2,929−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 140,833 | $71.5M | 0.12% | −6,543−4.4% | Reduced |
| LPL Financial LLC | 140,531 | $71.3M | 0.04% | +545+0.4% | Added |
| Waddell & Associates, LLC | 137,322 | $69.9M | 9.41% | −548−0.4% | Reduced |
| Citadel Advisors LLC | 135,497 | $68.7M | 0.07% | −189,400−58.3% | Reduced |
| FineMark National Bank & Trust | 127,471 | $64.7M | 2.65% | −1,809−1.4% | Reduced |
| Hills Bank & Trust Co | 122,126 | $62.0M | 6.06% | −19,692−13.9% | Reduced |
| Commonwealth Equity Services, LLC | 115,439 | $58.6M | 0.11% | −43,068−27.2% | Reduced |
| Brown Advisory Inc | 115,006 | $58.4M | 0.08% | −2,400−2.0% | Reduced |
| Montag A & Associates Inc | 110,108 | $56.1M | 3.13% | +398+0.4% | Added |
| Employees Retirement System of Texas | 108,500 | $55.1M | 0.65% | 00.0% | Unchanged |
| Washington Trust Co | 107,369 | $54.5M | 2.16% | +382+0.4% | Added |
| Ameriprise Financial Inc | 105,792 | $53.7M | 0.02% | −14,013−11.7% | Reduced |
| Mariner, LLC | 100,513 | $51.0M | 0.12% | +4,233+4.4% | Added |
| Sandy Spring Bank | 99,583 | $50.5M | 2.51% | +1,086+1.1% | Added |
| Cerity Partners LLC | 93,313 | $47.4M | 0.16% | +22,125+31.1% | Added |
| Bessemer Group Inc | 80,526 | $40.9M | 0.08% | +47,461+143.5% | Added |
| Portland Global Advisors LLC | 78,923 | $40.0M | 6.00% | −2,300−2.8% | Reduced |
| Hyman Charles D | 75,698 | $38.4M | 2.30% | −239−0.3% | Reduced |
| Henshaw Capital LLC | 75,050 | $38.1M | 1.98% | 00.0% | Unchanged |
| Captrust Financial Advisors | 74,780 | $37.9M | 0.13% | +544+0.7% | Added |
| Tower Research Capital LLC (TRC) | 71,912 | $36.5M | 0.45% | +4,601+6.8% | Added |
| Pittenger & Anderson Inc | 68,853 | $34.9M | 1.57% | −963−1.4% | Reduced |
| Financial Counselors Inc | 68,412 | $34.7M | 0.62% | −1,972−2.8% | Reduced |
| Susquehanna International Group, LLP | 66,216 | $33.6M | 0.06% | +13,019+24.5% | Added |
| Envestnet Asset Management Inc | 66,178 | $33.6M | 0.01% | +2,477+3.9% | Added |
| Pinnacle Associates Ltd | 65,142 | $33.1M | 0.56% | −622−0.9% | Reduced |
| Blair William & Co | 64,109 | $32.5M | 0.11% | −2,435−3.7% | Reduced |
| Stifel Financial Corp | 63,391 | $32.2M | 0.04% | +5,663+9.8% | Added |
| Whittier Trust Co of Nevada Inc | 63,315 | $32.1M | 1.03% | −4,146−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 62,051 | $31.9M | 0.52% | +18,930+43.9% | Added |
| Bartlett & Co. LLC | 62,051 | $31.9M | 0.52% | +18,930+43.9% | Added |
| Peapack Gladstone Financial Corp | 59,253 | $30.1M | 0.51% | −4,073−6.4% | Reduced |
| Smith, Moore & Co. | 59,292 | $29.5M | 3.47% | +648+1.1% | Added |
| Ascent Wealth Partners, LLC | 57,795 | $29.3M | 4.79% | +1,994+3.6% | Added |
| Baird Financial Group, Inc. | 57,572 | $29.2M | 0.07% | −1,341−2.3% | Reduced |
| Divergent Planning, LLC | 57,457 | $29.1M | 14.03% | +1,778+3.2% | Added |
| Massmutual Trust Co FSB | 56,493 | $28.7M | 0.96% | +22,027+63.9% | Added |
| Heritage Investors Management Corp | 55,701 | $28.3M | 1.07% | −99−0.2% | Reduced |
| Clearstead Advisors, LLC | 53,808 | $27.3M | 1.45% | −47−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 52,498 | $26.6M | 0.05% | −32,596−38.3% | Reduced |
| Oldfather Financial Services, LLC | 51,418 | $26.1M | 11.63% | +789+1.6% | Added |
| Nixon Peabody Trust Co | 50,899 | $25.8M | 2.90% | +48,513+2,033.2% | Added |
| MetLife Investment Management | 49,700 | $25.2M | 0.18% | −4,200−7.8% | Reduced |
| First Hawaiian Bank | 49,351 | $25.0M | 0.79% | +1,256+2.6% | Added |
| Crewe Advisors LLC | 48,790 | $24.8M | 3.92% | −77−0.2% | Reduced |
| SG Americas Securities, LLC | 48,554 | $24.6M | 0.27% | −15,100−23.7% | Reduced |
| Citizens Financial Group Inc | 47,867 | $24.3M | 0.84% | −442−0.9% | Reduced |
| Conning Inc. | 47,832 | $24.3M | 0.84% | −775−1.6% | Reduced |
| Retirement Systems of Alabama | 46,887 | $23.8M | 0.10% | −220.0% | Reduced |
| Chicago Partners Investment Group LLC | 46,880 | $23.5M | 1.09% | +642+1.4% | Added |
| Rockefeller Capital Management L.P. | 46,013 | $23.3M | 0.08% | +5,148+12.6% | Added |
| Financial Advisory Group | 45,817 | $23.2M | 4.41% | −137−0.3% | Reduced |
| Klingman & Associates, LLC | 45,450 | $23.1M | 1.69% | −299−0.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,963 | $22.8M | 4.08% | +531+1.2% | Added |
| Cumberland Advisors Inc | 43,924 | $22.3M | 9.57% | +75+0.2% | Added |
| Edge Capital Group, LLC | 43,308 | $22.0M | 1.22% | −7,026−14.0% | Reduced |
| Janney Montgomery Scott LLC | 43,070 | $21.9M | 0.07% | +5,572+14.9% | Added |
| Waldron Private Wealth LLC | 42,641 | $21.6M | 1.03% | −23,449−35.5% | Reduced |
| Kowal Investment Group, LLC | 42,444 | $21.5M | 5.03% | +1,753+4.3% | Added |
| LCM Capital Management Inc | 41,342 | $21.0M | 15.17% | +496+1.2% | Added |
| M&T Bank Corp | 40,439 | $20.5M | 0.08% | −1,460−3.5% | Reduced |
| BlackRock Inc. | 39,674 | $20.1M | 0.00% | +8,811+28.5% | Added |
| Comerica Bank | 39,106 | $19.8M | 0.09% | −9,943−20.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 38,144 | $19.4M | 5.05% | +1,319+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,919 | $19.2M | 0.06% | −2,886−7.1% | Reduced |
| Miracle Mile Advisors, LLC | 37,714 | $19.1M | 0.52% | −3,882−9.3% | Reduced |
| Johnson Investment Counsel Inc | 37,225 | $18.9M | 0.22% | −53−0.1% | Reduced |
| IFG Advisors, LLC | 37,116 | $18.8M | 5.52% | +2,561+7.4% | Added |
| 1st Source Bank | 36,470 | $18.5M | 1.12% | +55+0.2% | Added |
| Barclays PLC | 35,895 | $18.2M | 0.01% | −41,253−53.5% | Reduced |