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 |
|---|---|---|---|---|---|
| Country Club Bank | 22,171 | $11.4M | 0.86% | −794−3.5% | Reduced |
| American International Group, Inc. | 22,500 | $11.4M | 0.05% | −500−2.2% | Reduced |
| Boothbay Fund Management, LLC | 22,513 | $11.4M | 0.43% | −13,657−37.8% | Reduced |
| First Financial Bank - Trust Division | 22,929 | $11.6M | 1.19% | −274−1.2% | Reduced |
| FMR LLC | 22,935 | $11.6M | 0.00% | +1,683+7.9% | Added |
| SlateStone Wealth, LLC | 22,950 | $11.6M | 1.51% | +75+0.3% | Added |
| Cetera Advisor Networks LLC | 23,209 | $11.8M | 0.07% | −3,209−12.1% | Reduced |
| MCF Advisors LLC | 23,409 | $11.9M | 0.97% | −20.0% | Reduced |
| MML Investors Services, LLC | 23,935 | $12.1M | 0.06% | −1,618−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,075 | $12.2M | 0.05% | −28,378−54.1% | Reduced |
| Means Investment Co., Inc. | 24,392 | $12.4M | 1.78% | −3,504−12.6% | Reduced |
| Caldwell Trust Co | 24,479 | $12.4M | 1.57% | −234−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,512 | $12.4M | 0.17% | +631+2.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 24,570 | $12.5M | 5.07% | +24,570 | New |
| Mesirow Financial Investment Management, Inc. | 24,742 | $12.6M | 0.46% | +24,742 | New |
| RMB Capital Management, LLC | 24,815 | $12.6M | 0.38% | −1,128−4.3% | Reduced |
| Youngs Advisory Group, Inc. | 25,356 | $12.9M | 6.44% | +336+1.3% | Added |
| Simmons Bank | 26,121 | $13.3M | 1.08% | −203−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,122 | $13.3M | 0.45% | −1,022−3.8% | Reduced |
| Lido Advisors, LLC | 26,356 | $13.4M | 0.13% | −2,346−8.2% | Reduced |
| Commerce Bank | 27,141 | $13.8M | 0.10% | −597−2.2% | Reduced |
| EP Wealth Advisors, LLC | 28,062 | $14.2M | 0.18% | −2,096−7.0% | Reduced |
| Wellspring Financial Advisors, LLC | 28,254 | $14.3M | 3.57% | −444−1.5% | Reduced |
| Hancock Whitney Corp | 30,526 | $15.5M | 0.57% | +1,698+5.9% | Added |
| Curbstone Financial Management Corp | 30,562 | $15.5M | 3.52% | −160−0.5% | Reduced |
| Trustmark National Bank Trust Department | 31,865 | $16.2M | 1.47% | +43+0.1% | Added |
| Huntington National Bank | – | $16.3M | 0.15% | – | – |
| Vestor Capital, LLC | 32,166 | $16.3M | 1.56% | −1,207−3.6% | Reduced |
| Tandem Wealth Advisors LLC | 32,308 | $16.4M | 9.45% | −745−2.3% | Reduced |
| GYL Financial Synergies, LLC | 32,974 | $16.7M | 1.38% | +215+0.7% | Added |
| Camden Capital, LLC | 33,124 | $16.8M | 1.72% | −378−1.1% | Reduced |
| Pinnacle Financial Partners Inc | 34,706 | $17.6M | 0.42% | −677−1.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 35,248 | $17.9M | 0.21% | +296+0.8% | Added |
| Prio Wealth Limited Partnership | 35,580 | $18.1M | 0.62% | −211−0.6% | Reduced |
| Steele Capital Management, Inc. | 35,878 | $18.2M | 1.18% | +35,878 | New |
| Barclays PLC | 35,895 | $18.2M | 0.01% | −41,253−53.5% | Reduced |
| 1st Source Bank | 36,470 | $18.5M | 1.12% | +55+0.2% | Added |
| IFG Advisors, LLC | 37,116 | $18.8M | 5.52% | +2,561+7.4% | Added |
| Johnson Investment Counsel Inc | 37,225 | $18.9M | 0.22% | −53−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 37,714 | $19.1M | 0.52% | −3,882−9.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,919 | $19.2M | 0.06% | −2,886−7.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 38,144 | $19.4M | 5.05% | +1,319+3.6% | Added |
| Comerica Bank | 39,106 | $19.8M | 0.09% | −9,943−20.3% | Reduced |
| BlackRock Inc. | 39,674 | $20.1M | 0.00% | +8,811+28.5% | Added |
| M&T Bank Corp | 40,439 | $20.5M | 0.08% | −1,460−3.5% | Reduced |
| LCM Capital Management Inc | 41,342 | $21.0M | 15.17% | +496+1.2% | Added |
| Kowal Investment Group, LLC | 42,444 | $21.5M | 5.03% | +1,753+4.3% | Added |
| Waldron Private Wealth LLC | 42,641 | $21.6M | 1.03% | −23,449−35.5% | Reduced |
| Janney Montgomery Scott LLC | 43,070 | $21.9M | 0.07% | +5,572+14.9% | Added |
| Edge Capital Group, LLC | 43,308 | $22.0M | 1.22% | −7,026−14.0% | Reduced |
| Cumberland Advisors Inc | 43,924 | $22.3M | 9.57% | +75+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,963 | $22.8M | 4.08% | +531+1.2% | Added |
| Klingman & Associates, LLC | 45,450 | $23.1M | 1.69% | −299−0.7% | Reduced |
| Financial Advisory Group | 45,817 | $23.2M | 4.41% | −137−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 46,013 | $23.3M | 0.08% | +5,148+12.6% | Added |
| Chicago Partners Investment Group LLC | 46,880 | $23.5M | 1.09% | +642+1.4% | Added |
| Retirement Systems of Alabama | 46,887 | $23.8M | 0.10% | −220.0% | Reduced |
| Conning Inc. | 47,832 | $24.3M | 0.84% | −775−1.6% | Reduced |
| Citizens Financial Group Inc | 47,867 | $24.3M | 0.84% | −442−0.9% | Reduced |
| SG Americas Securities, LLC | 48,554 | $24.6M | 0.27% | −15,100−23.7% | Reduced |
| Crewe Advisors LLC | 48,790 | $24.8M | 3.92% | −77−0.2% | Reduced |
| First Hawaiian Bank | 49,351 | $25.0M | 0.79% | +1,256+2.6% | Added |
| MetLife Investment Management | 49,700 | $25.2M | 0.18% | −4,200−7.8% | Reduced |
| Nixon Peabody Trust Co | 50,899 | $25.8M | 2.90% | +48,513+2,033.2% | Added |
| Oldfather Financial Services, LLC | 51,418 | $26.1M | 11.63% | +789+1.6% | Added |
| Advisor Group Holdings, Inc. | 52,498 | $26.6M | 0.05% | −32,596−38.3% | Reduced |
| Clearstead Advisors, LLC | 53,808 | $27.3M | 1.45% | −47−0.1% | Reduced |
| Heritage Investors Management Corp | 55,701 | $28.3M | 1.07% | −99−0.2% | Reduced |
| Massmutual Trust Co FSB | 56,493 | $28.7M | 0.96% | +22,027+63.9% | Added |
| Divergent Planning, LLC | 57,457 | $29.1M | 14.03% | +1,778+3.2% | Added |
| Baird Financial Group, Inc. | 57,572 | $29.2M | 0.07% | −1,341−2.3% | Reduced |
| Ascent Wealth Partners, LLC | 57,795 | $29.3M | 4.79% | +1,994+3.6% | Added |
| Smith, Moore & Co. | 59,292 | $29.5M | 3.47% | +648+1.1% | Added |
| Peapack Gladstone Financial Corp | 59,253 | $30.1M | 0.51% | −4,073−6.4% | Reduced |
| Bartlett & Co. LLC | 62,051 | $31.9M | 0.52% | +18,930+43.9% | Added |
| Bartlett & Co. Wealth Management LLC | 62,051 | $31.9M | 0.52% | +18,930+43.9% | Added |
| Whittier Trust Co of Nevada Inc | 63,315 | $32.1M | 1.03% | −4,146−6.1% | Reduced |
| Stifel Financial Corp | 63,391 | $32.2M | 0.04% | +5,663+9.8% | Added |
| Blair William & Co | 64,109 | $32.5M | 0.11% | −2,435−3.7% | Reduced |
| Pinnacle Associates Ltd | 65,142 | $33.1M | 0.56% | −622−0.9% | Reduced |
| Envestnet Asset Management Inc | 66,178 | $33.6M | 0.01% | +2,477+3.9% | Added |
| Susquehanna International Group, LLP | 66,216 | $33.6M | 0.06% | +13,019+24.5% | Added |
| Financial Counselors Inc | 68,412 | $34.7M | 0.62% | −1,972−2.8% | Reduced |
| Pittenger & Anderson Inc | 68,853 | $34.9M | 1.57% | −963−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 71,912 | $36.5M | 0.45% | +4,601+6.8% | Added |
| Captrust Financial Advisors | 74,780 | $37.9M | 0.13% | +544+0.7% | Added |
| Henshaw Capital LLC | 75,050 | $38.1M | 1.98% | 00.0% | Unchanged |
| Hyman Charles D | 75,698 | $38.4M | 2.30% | −239−0.3% | Reduced |
| Portland Global Advisors LLC | 78,923 | $40.0M | 6.00% | −2,300−2.8% | Reduced |
| Bessemer Group Inc | 80,526 | $40.9M | 0.08% | +47,461+143.5% | Added |
| Cerity Partners LLC | 93,313 | $47.4M | 0.16% | +22,125+31.1% | Added |
| Sandy Spring Bank | 99,583 | $50.5M | 2.51% | +1,086+1.1% | Added |
| Mariner, LLC | 100,513 | $51.0M | 0.12% | +4,233+4.4% | Added |
| Ameriprise Financial Inc | 105,792 | $53.7M | 0.02% | −14,013−11.7% | Reduced |
| Washington Trust Co | 107,369 | $54.5M | 2.16% | +382+0.4% | Added |
| Employees Retirement System of Texas | 108,500 | $55.1M | 0.65% | 00.0% | Unchanged |
| Montag A & Associates Inc | 110,108 | $56.1M | 3.13% | +398+0.4% | Added |
| Brown Advisory Inc | 115,006 | $58.4M | 0.08% | −2,400−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 115,439 | $58.6M | 0.11% | −43,068−27.2% | Reduced |
| Hills Bank & Trust Co | 122,126 | $62.0M | 6.06% | −19,692−13.9% | Reduced |