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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 10,547 | $5.35M | 3.19% | +293+2.9% | Added |
| Leavell Investment Management, Inc. | 10,516 | $5.36M | 0.34% | +3,484+49.5% | Added |
| Cetera Investment Advisers | 10,609 | $5.38M | 0.04% | +2,113+24.9% | Added |
| Flow Traders U.S. LLC | 10,744 | $5.45M | 0.17% | −25,217−70.1% | Reduced |
| HB Wealth Management, LLC | 10,751 | $5.46M | 0.08% | +168+1.6% | Added |
| Latigo Investments, LLC | 10,962 | $5.56M | 3.07% | 00.0% | Unchanged |
| Hanover Advisors Inc | 10,986 | $5.57M | 2.72% | +10,986 | New |
| Peak Asset Management, LLC | 11,026 | $5.59M | 1.23% | −74−0.7% | Reduced |
| Diversified Portfolios, Inc. | 11,046 | $5.60M | 0.88% | −106−1.0% | Reduced |
| Highland Capital Management, LLC | 11,071 | $5.62M | 0.35% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,152 | $5.66M | 0.27% | 00.0% | Unchanged |
| Colony Group, LLC | 11,286 | $5.73M | 0.08% | +11,286 | New |
| Lincoln National Corp | 11,371 | $5.77M | 0.10% | +89+0.8% | Added |
| Retirement Income Solutions, Inc | 11,419 | $5.79M | 1.44% | −241−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,450 | $5.81M | 0.68% | −24−0.2% | Reduced |
| Madison Park Capital Advisors, LLC | 11,507 | $5.84M | 5.63% | +11,507 | New |
| Scarborough Advisors, LLC | 11,547 | $5.86M | 1.21% | +524+4.8% | Added |
| Adirondack Trust Co | 11,142 | $5.88M | 2.54% | +368+3.4% | Added |
| Yousif Capital Management, LLC | 11,766 | $5.97M | 0.07% | −5,480−31.8% | Reduced |
| Sand Hill Global Advisors, LLC | 11,876 | $6.03M | 0.29% | −12−0.1% | Reduced |
| Franklin Resources Inc | 12,145 | $6.16M | 0.00% | −170−1.4% | Reduced |
| Pegasus Partners Ltd. | 12,188 | $6.18M | 0.72% | −3,432−22.0% | Reduced |
| Staley Capital Advisers Inc | 12,267 | $6.22M | 0.31% | −105−0.8% | Reduced |
| Csenge Advisory Group | 12,287 | $6.23M | 0.39% | +321+2.7% | Added |
| Community Bank, N.A. | 12,430 | $6.31M | 0.82% | −171−1.4% | Reduced |
| Rhumbline Advisers | 12,500 | $6.34M | 0.01% | +6,300+101.6% | Added |
| Victory Financial Group, LLC | 12,543 | $6.36M | 4.30% | +12,543 | New |
| Wealthspire Advisors, LLC | 12,583 | $6.38M | 0.09% | −151−1.2% | Reduced |
| Goelzer Investment Management, Inc. | 12,715 | $6.45M | 0.41% | −230−1.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,818 | $6.50M | 0.09% | −335−2.5% | Reduced |
| Dakota Wealth Management | 12,881 | $6.54M | 0.25% | −1,945−13.1% | Reduced |
| Meridian Wealth Advisors, LLC | 12,996 | $6.59M | 1.44% | −709−5.2% | Reduced |
| Private Advisor Group, LLC | 13,130 | $6.66M | 0.05% | −97−0.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,242 | $6.72M | 0.20% | +16+0.1% | Added |
| Colorado Capital Management, Inc. | 13,337 | $6.77M | 4.44% | −100−0.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,478 | $6.86M | 4.09% | −7−0.1% | Reduced |
| Busey Wealth Management | 13,679 | $6.94M | 0.27% | +220+1.6% | Added |
| Chesley Taft & Associates LLC | 13,720 | $6.96M | 0.39% | +230+1.7% | Added |
| Unionview, LLC | 13,737 | $6.97M | 6.26% | −717−5.0% | Reduced |
| Smith Anglin Financial, LLC | 13,773 | $6.99M | 0.80% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13,930 | $7.07M | 2.79% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13,938 | $7.07M | 2.23% | −517−3.6% | Reduced |
| Canopy Partners, LLC | 13,923 | $7.09M | 4.32% | +13,923 | New |
| RMR Wealth Builders | 13,979 | $7.09M | 1.00% | +1,099+8.5% | Added |
| Montz Harcus Wealth Management LLC | 14,066 | $7.14M | 5.45% | −77−0.5% | Reduced |
| Legal & General Group Plc | 14,200 | $7.20M | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 14,391 | $7.30M | 2.22% | +160+1.1% | Added |
| Green Square Capital Advisors LLC | 14,413 | $7.31M | 0.99% | −5,014−25.8% | Reduced |
| Telemus Capital, LLC | 14,637 | $7.43M | 0.61% | −70.0% | Reduced |
| Palisade Asset Management, LLC | 14,846 | $7.53M | 0.83% | −112−0.7% | Reduced |
| Credit Suisse AG | 15,280 | $7.75M | 0.01% | −5,446−26.3% | Reduced |
| Grove Bank & Trust | 15,344 | $7.79M | 1.43% | −531−3.3% | Reduced |
| CIBC Private Wealth Group, LLC | 15,654 | $7.94M | 0.02% | −487−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 15,934 | $8.08M | 1.05% | +15,934 | New |
| GFS Advisors, LLC | 15,978 | $8.11M | 1.19% | +4,050+34.0% | Added |
| Tiaa Trust, National Association | 16,193 | $8.22M | 0.03% | −563−3.4% | Reduced |
| Howard Capital Management Inc. | 16,210 | $8.22M | 1.02% | +690+4.4% | Added |
| Savant Capital, LLC | 16,235 | $8.24M | 0.11% | +6,124+60.6% | Added |
| Capstone Financial Advisors, Inc. | 16,287 | $8.26M | 0.59% | −31−0.2% | Reduced |
| Raymond James Trust N.A. | 16,350 | $8.30M | 0.22% | +729+4.7% | Added |
| Boston Financial Mangement LLC | 16,382 | $8.31M | 0.28% | +77+0.5% | Added |
| Peddock Capital Advisors, LLC | 16,397 | $8.32M | 2.53% | +589+3.7% | Added |
| KCM Investment Advisors LLC | 16,525 | $8.38M | 0.33% | −66−0.4% | Reduced |
| Boston Family Office LLC | 16,744 | $8.50M | 0.64% | +24+0.1% | Added |
| Victory Capital Management Inc | 16,990 | $8.62M | 0.01% | +9,110+115.6% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $8.64M | 7.90% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,369 | $8.84M | 0.11% | +621+3.7% | Added |
| Legacy Advisors, LLC | 17,447 | $8.85M | 1.14% | +517+3.1% | Added |
| Fifth Third Securities, Inc. | 17,535 | $8.93M | 0.92% | −91−0.5% | Reduced |
| Harbour Trust & Investment Management Co | 17,810 | $9.04M | 1.27% | +17,810 | New |
| Moreno Evelyn V | 17,830 | $9.05M | 4.27% | −37,581−67.8% | Reduced |
| Kingfisher Capital LLC | 17,943 | $9.10M | 2.37% | +14,385+404.3% | Added |
| Mechanics Bank Trust Department | 18,018 | $9.14M | 1.43% | −1,448−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 18,045 | $9.16M | 0.33% | +8,000+79.6% | Added |
| Arvest Investments, Inc. | 18,261 | $9.27M | 1.51% | +18,261 | New |
| Qube Research & Technologies Ltd | 18,272 | $9.27M | 0.02% | +8,646+89.8% | Added |
| Madison Asset Management, LLC | 18,293 | $9.28M | 0.13% | +13,047+248.7% | Added |
| Terry L. Blaker | 18,435 | $9.35M | 0.77% | −77−0.4% | Reduced |
| NBT Bank N A | 18,786 | $9.53M | 0.75% | +479+2.6% | Added |
| Prescott Group Capital Management, L.L.C. | 19,017 | $9.65M | 1.69% | +3,017+18.9% | Added |
| Bordeaux Wealth Advisors LLC | 19,184 | $9.73M | 3.31% | −295−1.5% | Reduced |
| Capital Fund Management S.A. | 19,232 | $9.76M | 0.12% | −6,900−26.4% | Reduced |
| Lutz Financial Services LLC | 19,630 | $9.96M | 0.93% | −104−0.5% | Reduced |
| Central Bank & Trust Co | 19,756 | $10.0M | 1.55% | −1,225−5.8% | Reduced |
| jvl associates llc | 20,005 | $10.2M | 4.59% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 20,050 | $10.2M | 0.17% | −201−1.0% | Reduced |
| Old National Bancorp | 20,059 | $10.2M | 0.27% | −55−0.3% | Reduced |
| Agf Management Ltd | 20,252 | $10.3M | 0.06% | −12−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 20,370 | $10.3M | 0.10% | +255+1.3% | Added |
| Linscomb & Williams, Inc. | 20,383 | $10.3M | 0.57% | −746−3.5% | Reduced |
| Trifecta Capital Advisors, LLC | 20,730 | $10.5M | 2.91% | +1,458+7.6% | Added |
| Dumont & Blake Investment Advisors LLC | 20,743 | $10.5M | 3.26% | −94−0.5% | Reduced |
| GTS Securities LLC | 20,857 | $10.6M | 0.23% | +6,569+46.0% | Added |
| Pachira Investments Inc. | 20,875 | $10.6M | 9.35% | +20,875 | New |
| Brown Brothers Harriman & Co | 20,912 | $10.6M | 0.09% | −34−0.2% | Reduced |
| CWM, LLC | 21,217 | $10.8M | 0.06% | +5,749+37.2% | Added |
| Glenmede Trust Co NA | 21,894 | $11.1M | 0.06% | −15−0.1% | Reduced |
| Cetera Advisors LLC | 21,899 | $11.1M | 0.15% | +402+1.9% | Added |
| Exchange Capital Management, Inc. | 22,152 | $11.2M | 2.02% | −530−2.3% | Reduced |
| Cresset Asset Management, LLC | 22,249 | $11.3M | 0.07% | −993−4.3% | Reduced |