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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.

Institutional holdersQ4 2023: 1,235 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2023: $13.9B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mascoma Wealth Management LLC198$100.5K0.03%00.0%Unchanged
Hollencrest Capital Management199$100.9K0.01%+49+32.7%Added
PFG Private Wealth Management, LLC199$101.0K0.07%00.0%Unchanged
Indiana Trust & Investment Management CO202$102.5K0.05%00.0%Unchanged
Rogco, LP211$107.1K0.05%−191−47.5%Reduced
Icon Wealth Advisors, LLC226$114.7K0.01%+226New
Monetary Management Group Inc230$116.7K0.04%00.0%Unchanged
Sunbelt Securities, Inc.234$118.6K0.01%−49−17.3%Reduced
McGlone Suttner Wealth Management, Inc.235$119.2K0.02%+235New
CNB Bank235$119.2K0.06%00.0%Unchanged
O'Dell Group, LLC235$119.2K0.03%+235New
Evermay Wealth Management LLC250$127.3K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC250$127.3K0.01%+250New
Archer Investment Corp256$129.9K0.04%00.0%Unchanged
Resurgent Financial Advisors LLC260$131.8K0.08%+1+0.4%Added
SJS Investment Consulting Inc.262$132.9K0.03%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.264$133.9K0.06%+1+0.4%Added
Wetzel Investment Advisors, Inc.272$138.0K0.08%+272New
Proequities, Inc.273$139.0K0.01%+66+31.9%Added
Contravisory Investment Management, Inc.282$143.0K0.04%+3+1.1%Added
JJJ Advisors Inc.290$147.7K0.04%00.0%Unchanged
Northwest Financial Advisors293$148.7K0.13%+293New
Systematic Alpha Investments, LLC300$152.2K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.321$162.9K0.05%−39−10.8%Reduced
Silicon Valley Capital Partners328$166.3K0.03%+1+0.3%Added
Operose Advisors LLC329$166.9K0.07%+329New
Fairman Group, LLC330$168.3K0.16%+330New
Tyler-Stone Wealth Management335$170.0K0.09%00.0%Unchanged
Arcadia Investment Management Corp342$173.5K0.03%00.0%Unchanged
Blackhill Capital Inc351$178.1K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC353$179.2K0.00%+11+3.2%Added
Bangor Savings Bank358$181.6K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC358$181.9K0.01%00.0%Unchanged
Garde Capital, Inc.362$184.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust365$185.2K0.03%00.0%Unchanged
Asset Dedication, LLC367$186.0K0.02%+130+54.9%Added
Pingora Partners LLC375$190.3K0.17%+375New
Creative Financial Designs Inc390$197.7K0.02%−38−8.9%Reduced
Pictet & Cie (Europe) SA400$203.0K0.01%+400New
Wambolt & Associates, LLC400$203.0K0.07%+400New
Blue Zone Wealth Advisors, LLC400$203.0K0.08%+400New
Icapital Wealth LLC400$203.0K0.13%+400New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors400$203.0K0.02%+400New
Rockwood Wealth Management, LLC400$203.0K0.03%+400New
Counterweight Ventures, LLC400$203.0K0.18%+400New
Boston Common Asset Management, LLC400$203.0K0.00%+400New
Grassi Investment Management400$203.0K0.02%+400New
Vantage Financial Partners, LLC401$203.5K0.06%+401New
Oarsman Capital, Inc.402$204.0K0.05%+402New
Thrive Wealth Management, LLC402$204.0K0.05%+402New
Alexander Randolph Advisory, Inc.404$205.0K0.19%+404New
Aull & Monroe Investment Management Corp406$206.0K0.10%+406New
Madden Advisory Services, Inc.407$206.5K0.12%+407New
Cynosure Management, LLC408$207.0K0.04%+408New
Retirement Planning Group410$208.0K0.02%−242−37.1%Reduced
Milestone Asset Management, LLC410$208.0K0.07%+410New
Financial Insights, Inc.414$210.1K0.07%+414New
Symphony Financial, Ltd. Co.426$211.0K0.05%+426New
Tranquility Partners, LLC418$212.1K0.09%−406−49.3%Reduced
Ritholtz Wealth Management418$212.1K0.01%+418New
Texas Capital Bancshares Inc420$213.1K0.11%+420New
Brookmont Capital Management420$213.1K0.12%+420New
Brown Miller Wealth Management, LLC422$214.1K0.11%+422New
Successful Portfolios LLC424$215.1K0.16%+424New
Catalyst Financial Partners LLC424$215.1K0.06%+424New
Norway Savings Bank425$215.6K0.10%+425New
First Nebraska Trust Co425$215.6K0.02%+425New
QRG Capital Management, Inc.426$216.1K0.00%−206−32.6%Reduced
Financial Partners Group, LLC428$217.2K0.10%−18−4.0%Reduced
Inspirion Wealth Advisors, LLC430$217.5K0.04%−80−15.7%Reduced
Van Strum & Towne Inc.430$218.2K0.09%+430New
Scissortail Wealth Management, LLC430$219.0K0.07%+430New
Naviter Wealth, LLC433$220.5K0.04%+433New
YHB Investment Advisors, Inc.435$220.7K0.02%−5−1.1%Reduced
Platte River Wealth Advisors, LLC435$220.7K0.07%+435New
J. W. Coons Advisors, LLC437$221.7K0.06%+437New
Mather Group, LLC.440$223.0K0.00%−15−3.3%Reduced
Southernsun Asset Management, LLC440$223.2K0.03%+440New
High Probability Advisors, LLC440$223.2K0.05%00.0%Unchanged
LWMG, LLC441$223.8K0.05%00.0%Unchanged
Exeter Financial, LLC450$224.1K0.11%00.0%Unchanged
Oder Investment Management, LLC443$224.8K0.22%00.0%Unchanged
Aquire Wealth Advisors, LLC444$225.3K0.09%00.0%Unchanged
Geneos Wealth Management Inc.446$226.4K0.01%−150−25.2%Reduced
Financial Partners Group, Inc448$227.3K0.04%+448New
Lantern Wealth Advisors, LLC449$227.8K0.18%+449New
Westside Investment Management, Inc.450$228.3K0.06%00.0%Unchanged
Gateway Wealth Partners, LLC450$228.3K0.09%+450New
Laurel Wealth Advisors LLC452$229.0K0.04%00.0%Unchanged
Empower Advisory Group, LLC452$229.3K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC454$230.4K0.03%00.0%Unchanged
Guardian Capital Advisors LP460$230.7K0.02%+460New
Principal Securities, Inc.458$232.5K0.01%+458New
Investment Advisory Services Inc460$233.4K0.09%00.0%Unchanged
Concentric Wealth Management, LLC460$233.4K0.07%00.0%Unchanged
First Pacific Financial461$233.7K0.07%+2+0.4%Added
Sheets Smith Wealth Management461$233.9K0.03%+461New
Soundmark Wealth Management, LLC462$234.6K0.12%+1+0.2%Added
Atwood & Palmer Inc463$234.7K0.02%−62−11.8%Reduced
Garden State Investment Advisory Services LLC460$234.7K0.10%+16+3.6%Added