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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $508 | 0.00% | +1 | New |
| AllSquare Wealth Management LLC | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.55K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $5.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $6.09K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $6.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $6.60K | 0.00% | +13 | New |
| Delta Asset Management LLC | 15 | $7.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $7.68K | 0.01% | +15 | New |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $8.12K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 16 | $8.12K | 0.00% | +16 | New |
| Live Oak Investment Partners | – | $9.64K | 0.01% | – | – |
| Stephens Consulting, LLC | 19 | $9.64K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $10.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $12.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $12.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $13.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $14.3K | 0.01% | +11+64.7% | Added |
| Financial Connections Group, Inc. | 31 | $15.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $15.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $15.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $15.2K | 0.01% | +13+76.5% | Added |
| Sofos Investments, Inc. | 32 | $16.2K | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 32 | $16.2K | 0.00% | +32 | New |
| Amundi | 35 | $17.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $21.0K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 42 | $21.3K | 0.01% | +42 | New |
| Tidemark, LLC | 43 | $21.8K | 0.01% | +43 | New |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $22.0K | 0.01% | −302−87.3% | Reduced |
| Toth Financial Advisory Corp | 44 | $22.3K | 0.00% | +44 | New |
| Bourgeon Capital Management LLC | 45 | $22.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $22.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $22.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 46 | $23.3K | 0.00% | +1+2.2% | Added |
| Concord Wealth Partners | 46 | $23.4K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 47 | $23.8K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 50 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $25.4K | 0.00% | +50 | New |
| West Branch Capital LLC | 50 | $25.4K | 0.01% | +50 | New |
| Richardson Capital Management LLC | 52 | $26.4K | 0.03% | +52 | New |
| Evolution Advisers, Inc. | 54 | $27.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $27.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $28.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $28.4K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 57 | $29.0K | 0.02% | +30+111.1% | Added |
| Annapolis Financial Services, LLC | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $32.0K | 0.00% | −30−32.3% | Reduced |
| SRS Capital Advisors, Inc. | 63 | $32.0K | 0.00% | −2−3.1% | Reduced |
| Country Trust Bank | 66 | $33.5K | 0.00% | −42−38.9% | Reduced |
| CoreFirst Bank & Trust | 70 | $35.5K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 74 | $37.5K | 0.00% | +2+2.8% | Added |
| Winch Advisory Services, LLC | 79 | $40.1K | 0.01% | −75−48.7% | Reduced |
| Bollard Group LLC | 80 | $41.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $43.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $43.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 87 | $44.1K | 0.04% | +87 | New |
| FinTrust Capital Advisors, LLC | 88 | $44.6K | 0.01% | −12−12.0% | Reduced |
| Smartleaf Asset Management LLC | 88 | $45.1K | 0.01% | +88 | New |
| First Community Trust NA | 90 | $45.7K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $45.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $45.7K | 0.02% | +90 | New |
| Newbridge Financial Services Group, Inc. | 90 | $45.8K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 98 | $49.7K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $50.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $50.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $50.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 100 | $50.7K | 0.01% | +100 | New |
| Assetmark, Inc | 100 | $50.9K | 0.00% | −1,096−91.6% | Reduced |
| Toronto Dominion Bank | 107 | $54.3K | 0.00% | −17−13.7% | Reduced |
| Jones Financial Companies LLLP | 113 | $57.5K | 0.00% | +5+4.6% | Added |
| Activest Wealth Management | 114 | $57.8K | 0.03% | +90+375.0% | Added |
| Criterion Capital Advisors, LLC | 114 | $57.8K | 0.04% | +114 | New |
| Canton Hathaway, LLC | 115 | $58.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 121 | $61.4K | 0.03% | +1+0.8% | Added |
| Washington Trust Advisors, Inc. | 125 | $63.4K | 0.01% | −399−76.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 125 | $63.7K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $67.2K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 135 | $68.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 136 | $69.0K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 139 | $70.0K | 0.01% | −11−7.3% | Reduced |
| FSA Wealth Management LLC | 145 | $74.0K | 0.04% | +145 | New |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $76.1K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $76.4K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 160 | $81.2K | 0.02% | −30−15.8% | Reduced |
| Horizons Wealth Management | 164 | $83.2K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $87.3K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $89.8K | 0.01% | −43−19.5% | Reduced |
| Gables Capital Management Inc. | 177 | $89.8K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 182 | $92.0K | 0.00% | −11−5.7% | Reduced |
| Godsey & Gibb Associates | 185 | $93.9K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 186 | $94.4K | 0.19% | +186 | New |
| Beacon Capital Management, LLC | 208 | $95.0K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 195 | $98.9K | 0.09% | +195 | New |
| TD Capital Management LLC | 196 | $99.5K | 0.01% | +95+94.1% | Added |