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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 464 | $235.4K | 0.07% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $235.9K | 0.04% | −192−29.2% | Reduced |
| Tradition Wealth Management, LLC | 466 | $236.0K | 0.02% | +14+3.1% | Added |
| Lesa Sroufe & Co | 470 | $238.0K | 0.24% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $241.0K | 0.05% | 00.0% | Unchanged |
| Estate Counselors, LLC | 475 | $241.0K | 0.03% | −24,170−98.1% | Reduced |
| Birch Hill Investment Advisors LLC | 478 | $242.5K | 0.01% | −58−10.8% | Reduced |
| Washington Trust Bank | 480 | $243.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 481 | $244.0K | 0.02% | −90−15.8% | Reduced |
| Arete Wealth Advisors, LLC | 481 | $244.1K | 0.02% | +481 | New |
| Keeler Thomas Management LLC | 483 | $244.9K | 0.10% | −99−17.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 488 | $247.6K | 0.09% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $250.1K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $250.6K | 0.17% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 495 | $251.2K | 0.12% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $251.2K | 0.17% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 496 | $251.9K | 0.04% | −120−19.5% | Reduced |
| Resources Management Corp | 496 | $252.0K | 0.04% | −10−2.0% | Reduced |
| Allegheny Financial Group LTD | 497 | $252.1K | 0.08% | +45+10.0% | Added |
| Ellis Investment Partners, LLC | 498 | $252.5K | 0.06% | +1+0.2% | Added |
| Trivant Custom Portfolio Group, LLC | 498 | $252.7K | 0.17% | −2−0.4% | Reduced |
| Fusion Family Wealth LLC | 500 | $253.7K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $253.7K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $253.7K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $254.6K | 0.05% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 502 | $254.6K | 0.11% | −88−14.9% | Reduced |
| Heritage Trust Co | 504 | $255.7K | 0.04% | +47+10.3% | Added |
| FCG Investment Co | 507 | $257.2K | 0.25% | +507 | New |
| Baker Tilly Wealth Management, LLC | 508 | $257.7K | 0.04% | −38−7.0% | Reduced |
| AA Financial Advisors, LLC | 508 | $257.7K | 0.17% | +508 | New |
| IFP Advisors, Inc | 512 | $259.7K | 0.01% | −108−17.4% | Reduced |
| Libra Wealth LLC | 515 | $261.3K | 0.13% | 00.0% | Unchanged |
| JSF Financial, LLC | 515 | $261.5K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 524 | $262.8K | 0.02% | +524 | New |
| Pinnacle Bancorp, Inc. | 520 | $263.8K | 0.09% | 00.0% | Unchanged |
| Mendel Money Management | 520 | $264.0K | 0.13% | −5−1.0% | Reduced |
| Aprio Wealth Management, LLC | 521 | $264.3K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $264.9K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 522 | $264.9K | 0.03% | +36+7.4% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $265.4K | 0.07% | 00.0% | Unchanged |
| Asset Planning Corporation | 523 | $265.6K | 0.21% | +16+3.2% | Added |
| Lewis Asset Management, LLC | 525 | $266.2K | 0.24% | +525 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $266.9K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 526 | $267.0K | 0.54% | 00.0% | Unchanged |
| KWMG, LLC | 527 | $267.4K | 0.03% | +19+3.7% | Added |
| Wintrust Investments LLC | 529 | $268.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 532 | $269.9K | 0.01% | +40+8.1% | Added |
| WealthTrust Axiom LLC | 532 | $270.4K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 532 | $271.0K | 0.01% | +532 | New |
| Hoese & Co LLP | 580 | $271.9K | 0.27% | −140−19.4% | Reduced |
| Granite Harbor Advisors, Inc. | 537 | $272.4K | 0.20% | −1−0.2% | Reduced |
| Chilton Capital Management LLC | 538 | $273.0K | 0.01% | +1+0.2% | Added |
| Greystone Financial Group, LLC | 539 | $273.4K | 0.06% | +539 | New |
| ProVise Management Group, LLC | 539 | $273.5K | 0.02% | −300−35.8% | Reduced |
| Per Stirling Capital Management, LLC. | 539 | $273.5K | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $275.0K | 0.00% | +542 | New |
| First Foundation Advisors | 544 | $276.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $276.0K | 0.04% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $279.1K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 550 | $279.3K | 0.04% | +550 | New |
| Southland Equity Partners LLC | 551 | $279.6K | 0.09% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 553 | $280.6K | 0.08% | 00.0% | Unchanged |
| Trust Co | 555 | $281.6K | 0.04% | −60−9.8% | Reduced |
| Spotlight Asset Group, Inc. | 618 | $282.2K | 0.26% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 558 | $283.1K | 0.03% | +7+1.3% | Added |
| SNS Financial Group, LLC | 556 | $283.2K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 559 | $284.0K | 0.03% | −245−30.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 560 | $284.1K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $284.6K | 0.14% | 00.0% | Unchanged |
| Etfidea, LLC | 561 | $284.6K | 0.11% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 562 | $285.1K | 0.11% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 564 | $286.2K | 0.02% | +29+5.4% | Added |
| Isthmus Partners, LLC | 565 | $286.7K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 568 | $288.2K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $290.0K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $290.7K | 0.00% | – | – |
| Carlson Capital Management | 575 | $291.7K | 0.01% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $292.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $292.3K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $293.3K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $294.4K | 0.01% | −87−13.0% | Reduced |
| Paragon Capital Management LLC | 582 | $295.3K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 586 | $297.1K | 0.01% | −174−22.9% | Reduced |
| Zacks Investment Management | 586 | $297.4K | 0.00% | +2+0.3% | Added |
| Trust Point Inc. | 588 | $298.3K | 0.02% | +588 | New |
| Visionary Wealth Advisors | 589 | $299.0K | 0.02% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 590 | $299.4K | 0.09% | +590 | New |
| AlphaStar Capital Management, LLC | 591 | $299.9K | 0.03% | +9+1.5% | Added |
| Shaker Investments LLC | 599 | $304.2K | 0.14% | −18−2.9% | Reduced |
| Private Capital Management LLC | 600 | $304.3K | 0.07% | −10−1.6% | Reduced |
| Sym Financial Corp | 600 | $304.4K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $304.4K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $304.4K | 0.15% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 600 | $304.4K | 0.09% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 600 | $304.5K | 0.09% | +600 | New |
| Guyasuta Investment Advisors Inc | 601 | $304.9K | 0.02% | +601 | New |
| Rise Advisors, LLC | 604 | $306.6K | 0.21% | +71+13.3% | Added |
| Lakeview Capital Partners, LLC | 606 | $307.6K | 0.05% | 00.0% | Unchanged |
| River Street Advisors LLC | 610 | $309.5K | 0.25% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 612 | $310.5K | 0.02% | −318−34.2% | Reduced |