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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 5,849 | $2.97M | 0.92% | 00.0% | Unchanged |
| Keystone Financial Group | 5,857 | $2.97M | 0.52% | −452−7.2% | Reduced |
| Equitable Holdings, Inc. | 5,888 | $2.99M | 0.04% | −14−0.2% | Reduced |
| Johnson Financial Group, Inc. | 5,900 | $3.00M | 0.16% | +1,715+41.0% | Added |
| Sabal Trust CO | 6,022 | $3.06M | 0.19% | +4,486+292.1% | Added |
| Lionsbridge Wealth Management LLC | 6,050 | $3.07M | 2.45% | +222+3.8% | Added |
| RSM US Wealth Management LLC | 6,111 | $3.10M | 0.08% | +3,892+175.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,219 | $3.16M | 0.13% | +2,621+72.8% | Added |
| Sepio Capital, LP | 6,300 | $3.20M | 0.27% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,307 | $3.20M | 2.66% | +12+0.2% | Added |
| Paladin Advisory Group, LLC | 6,314 | $3.20M | 2.64% | −445−6.6% | Reduced |
| Synovus Financial Corp | 6,321 | $3.21M | 0.05% | +116+1.9% | Added |
| Bristlecone Advisors, LLC | 6,364 | $3.23M | 0.33% | +44+0.7% | Added |
| Ballentine Partners, LLC | 6,438 | $3.27M | 0.07% | −250−3.7% | Reduced |
| Clear Point Advisors Inc. | 6,459 | $3.28M | 2.90% | +6,459 | New |
| Relative Value Partners Group, LLC | 6,467 | $3.28M | 0.20% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,494 | $3.30M | 0.11% | +137+2.2% | Added |
| Fiduciary Trust Co | 6,507 | $3.30M | 0.06% | −75−1.1% | Reduced |
| Gould Asset Management LLC | 6,536 | $3.32M | 0.86% | −485−6.9% | Reduced |
| Summit Wealth Partners, LLC | 6,594 | $3.35M | 0.78% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,660 | $3.38M | 0.70% | +126+1.9% | Added |
| Boston Private Wealth LLC | 6,673 | $3.39M | 0.08% | −5,831−46.6% | Reduced |
| Fifth Third Bancorp | 6,685 | $3.39M | 0.01% | −27−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,787 | $3.40M | 0.47% | −1,226−15.3% | Reduced |
| Bailard, Inc. | 6,720 | $3.41M | 0.10% | +20.0% | Added |
| Ieq Capital, LLC | 6,721 | $3.41M | 0.06% | −182−2.6% | Reduced |
| Midwest Financial Group LLC | 6,723 | $3.41M | 2.55% | −315−4.5% | Reduced |
| North Star Investment Management Corp. | 6,772 | $3.44M | 0.26% | +236+3.6% | Added |
| Haverford Trust Co | 6,816 | $3.46M | 0.04% | −1,825−21.1% | Reduced |
| Lynx Capital Group Ltd | 6,895 | $3.50M | 2.60% | +6,895 | New |
| Veracity Capital LLC | 6,907 | $3.50M | 1.41% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,925 | $3.51M | 0.03% | −2,055−22.9% | Reduced |
| Resources Investment Advisors, LLC. | 6,958 | $3.53M | 0.06% | −175−2.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,111 | $3.56M | 1.49% | +523+7.9% | Added |
| JMG Financial Group, Ltd. | 7,051 | $3.58M | 0.15% | +1,710+32.0% | Added |
| Union Savings Bank | 7,078 | $3.59M | 2.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,263 | $3.69M | 0.15% | +116+1.6% | Added |
| Davis R M Inc | 7,319 | $3.71M | 0.09% | −64−0.9% | Reduced |
| Salomon & Ludwin, LLC | 8,150 | $3.72M | 0.39% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,361 | $3.73M | 0.13% | −45−0.6% | Reduced |
| Texas Permanent School Fund | 7,424 | $3.77M | 0.03% | +3,687+98.7% | Added |
| Renaissance Investment Group LLC | 7,432 | $3.77M | 0.94% | −139−1.8% | Reduced |
| Bay Rivers Group | 7,529 | $3.82M | 2.40% | +126+1.7% | Added |
| Perigon Wealth Management, LLC | 7,549 | $3.83M | 0.13% | +1,067+16.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,575 | $3.84M | 2.37% | −68−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 7,674 | $3.89M | 0.23% | +1,331+21.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $3.89M | 1.89% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.91M | 0.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 7,773 | $3.94M | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,790 | $3.95M | 0.25% | −60−0.8% | Reduced |
| Prospera Financial Services Inc | 7,804 | $3.96M | 0.13% | −1,658−17.5% | Reduced |
| Wetherby Asset Management Inc | 7,823 | $3.97M | 0.21% | +559+7.7% | Added |
| Segment Wealth Management, LLC | 7,856 | $3.99M | 0.35% | −15−0.2% | Reduced |
| Keybank National Association | 7,880 | $4.00M | 0.02% | −362−4.4% | Reduced |
| Barrett & Company, Inc. | 7,888 | $4.00M | 2.17% | −347−4.2% | Reduced |
| Insigneo Advisory Services, LLC | 7,875 | $4.01M | 0.56% | +658+9.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,039 | $4.08M | 1.76% | −60−0.7% | Reduced |
| Oppenheimer & Co Inc | 8,053 | $4.09M | 0.08% | −517−6.0% | Reduced |
| Evensky & Katz LLC | 8,082 | $4.10M | 0.31% | +21+0.3% | Added |
| Highview Capital Management LLC | 8,118 | $4.12M | 2.19% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,156 | $4.14M | 3.65% | +506+6.6% | Added |
| Weil Company, Inc. | 8,262 | $4.19M | 1.84% | +7,404+862.9% | Added |
| RVW Wealth, LLC | 8,263 | $4.19M | 0.46% | −473−5.4% | Reduced |
| CMG Global Holdings, LLC | 8,091 | $4.22M | 3.06% | −40−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,406 | $4.28M | 0.12% | +126+1.5% | Added |
| AMG National Trust Bank | 8,446 | $4.29M | 0.13% | +95+1.1% | Added |
| Intrepid Financial Planning Group LLC | 8,496 | $4.31M | 2.06% | −378−4.3% | Reduced |
| HSBC Holdings PLC | 8,543 | $4.34M | 0.00% | −12,193−58.8% | Reduced |
| Modera Wealth Management, LLC | 8,576 | $4.35M | 0.07% | −589−6.4% | Reduced |
| Allworth Financial LP | 8,652 | $4.39M | 0.03% | −46−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 8,729 | $4.43M | 0.52% | −112−1.3% | Reduced |
| G&S Capital LLC | 8,755 | $4.44M | 2.11% | +196+2.3% | Added |
| Mercer Global Advisors Inc | 8,814 | $4.47M | 0.01% | +22+0.3% | Added |
| Court Place Advisors, LLC | 9,084 | $4.61M | 1.51% | +302+3.4% | Added |
| Sonata Capital Group Inc | 9,121 | $4.63M | 2.30% | −55−0.6% | Reduced |
| Balboa Wealth Partners | 9,121 | $4.63M | 1.54% | −354−3.7% | Reduced |
| Financial Engines Advisors L.L.C. | 9,121 | $4.65M | 0.01% | −464−4.8% | Reduced |
| Flputnam Investment Management Co | 9,252 | $4.69M | 0.11% | −1,117−10.8% | Reduced |
| Kestra Advisory Services, LLC | 9,350 | $4.74M | 0.04% | −16,001−63.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.79M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,628 | $4.89M | 0.06% | −412−4.1% | Reduced |
| Motco | 9,663 | $4.90M | 0.31% | −51−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,740 | $4.96M | 0.48% | −12−0.1% | Reduced |
| Granite FO LLC | 9,831 | $4.99M | 3.34% | +1,033+11.7% | Added |
| Raffa Wealth Management, LLC | 9,834 | $4.99M | 1.52% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,837 | $4.99M | 0.51% | −10,789−52.3% | Reduced |
| Sageworth Trust Co | 9,844 | $4.99M | 0.34% | −87−0.9% | Reduced |
| Stephenson National Bank & Trust | 9,877 | $5.01M | 2.46% | +3,300+50.2% | Added |
| Central Trust Co | 9,883 | $5.01M | 0.13% | −198−2.0% | Reduced |
| RBF Capital, LLC | 10,000 | $5.07M | 0.32% | 00.0% | Unchanged |
| Associated Banc-Corp | 10,031 | $5.09M | 0.18% | −301−2.9% | Reduced |
| Lodestar Private Asset Management LLC | 10,038 | $5.09M | 0.78% | −31−0.3% | Reduced |
| Bank of New Hampshire | 10,104 | $5.13M | 1.45% | −291−2.8% | Reduced |
| Callan Family Office, LLC | 10,128 | $5.14M | 1.27% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,143 | $5.15M | 0.71% | −6−0.1% | Reduced |
| Bridgeworth, LLC | 10,169 | $5.16M | 0.51% | −44−0.4% | Reduced |
| First Horizon Advisors, Inc. | 10,185 | $5.17M | 0.17% | −1,758−14.7% | Reduced |
| Firestone Capital Management | 10,281 | $5.22M | 1.61% | −31−0.3% | Reduced |
| Gries Financial LLC | 10,304 | $5.23M | 1.15% | −15−0.1% | Reduced |
| Bokf, NA | 10,369 | $5.26M | 0.10% | −389−3.6% | Reduced |