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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 681 | $311.0K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 612 | $311.7K | 0.01% | +612 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 615 | $312.1K | 0.01% | −12−1.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 617 | $313.1K | 0.07% | +380+160.3% | Added |
| Cortland Associates Inc | 619 | $314.0K | 0.05% | +40+6.9% | Added |
| CRA Financial Services, LLC | 624 | $316.6K | 0.08% | −5−0.8% | Reduced |
| Zevin Asset Management LLC | 624 | $317.0K | 0.06% | +624 | New |
| Ronald Blue Trust, Inc. | 699 | $319.0K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $319.1K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 629 | $319.1K | 0.01% | +6+1.0% | Added |
| CM Wealth Advisors LLC | 629 | $320.3K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 636 | $322.5K | 0.03% | −4,665−88.0% | Reduced |
| Stablepoint Partners, LLC | 640 | $324.7K | 0.08% | +640 | New |
| Guidance Point Advisors, LLC | 638 | $325.0K | 0.12% | +13+2.1% | Added |
| Octavia Wealth Advisors, LLC | 639 | $325.4K | 0.06% | −129−16.8% | Reduced |
| Hall Kathryn A. | 645 | $327.3K | 0.09% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $327.3K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 647 | $328.8K | 0.03% | −90−12.2% | Reduced |
| Cadinha & Co LLC | 648 | $328.8K | 0.05% | −25−3.7% | Reduced |
| Well Done, LLC | 648 | $328.8K | 0.06% | +148+29.6% | Added |
| Monterey Private Wealth, Inc. | 649 | $329.3K | 0.15% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 650 | $329.8K | 0.01% | −3−0.5% | Reduced |
| Ruggaard & Associates LLC | 650 | $329.8K | 0.17% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $329.8K | 0.10% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 650 | $329.8K | 0.00% | +650 | New |
| Guardian Wealth Advisors, LLC | 650 | $329.9K | 0.05% | −3−0.5% | Reduced |
| Saxon Interests, Inc. | 650 | $330.0K | 0.17% | +650 | New |
| Merriman Wealth Management, LLC | 651 | $331.5K | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 655 | $332.3K | 0.00% | +130+24.8% | Added |
| Clearwater Capital Advisors, LLC | 656 | $332.8K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $333.3K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 675 | $334.2K | 0.01% | −42−5.9% | Reduced |
| S.A. Mason LLC | 660 | $334.9K | 0.22% | 00.0% | Unchanged |
| Plancorp, LLC | 660 | $334.9K | 0.02% | +130+24.5% | Added |
| Heartwood Wealth Advisors LLC | 661 | $335.3K | 0.04% | +29+4.6% | Added |
| BSW Wealth Partners | 665 | $337.4K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $337.4K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 668 | $338.9K | 0.06% | −80−10.7% | Reduced |
| Brightwater Advisory LLC | 669 | $339.4K | 0.29% | +669 | New |
| Anchor Capital Advisors LLC | 670 | $339.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $339.9K | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $342.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 680 | $345.0K | 0.15% | −25−3.5% | Reduced |
| Orion Capital Management LLC | 684 | $346.8K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 685 | $347.6K | 0.03% | −303−30.7% | Reduced |
| Berkeley, Inc | 686 | $348.1K | 0.22% | −50−6.8% | Reduced |
| Novare Capital Management LLC | 691 | $350.6K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 695 | $352.6K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 698 | $354.2K | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 699 | $354.8K | 0.17% | +2+0.3% | Added |
| EHP Funds Inc. | 700 | $355.2K | 0.18% | +700 | New |
| Aberdeen Wealth Management LLC | 701 | $355.7K | 0.26% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $356.2K | 0.10% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 702 | $356.4K | 0.08% | −22−3.0% | Reduced |
| Bouchey Financial Group Ltd | 700 | $356.5K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 703 | $356.7K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $357.7K | 0.16% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 706 | $358.2K | 0.02% | +114+19.3% | Added |
| Retirement Planning Co of New England, Inc. | 707 | $358.6K | 0.16% | +707 | New |
| Beach Investment Counsel Inc | 710 | $360.0K | 0.04% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $361.0K | 0.28% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $362.8K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $367.9K | 0.14% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 730 | $368.0K | 0.15% | +1+0.1% | Added |
| Garrett Investment Advisors LLC | 730 | $370.4K | 0.05% | +730 | New |
| John W. Brooker & Co., CPAs | 731 | $371.0K | 0.21% | 00.0% | Unchanged |
| JDM Financial Group LLC | 740 | $375.5K | 0.31% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 744 | $377.5K | 0.01% | +300+67.6% | Added |
| Rodgers Brothers Inc. | 748 | $379.5K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $379.6K | 0.08% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 752 | $381.6K | 0.11% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 749 | $381.7K | 0.19% | +266+55.1% | Added |
| Napa Wealth Management | 755 | $383.2K | 0.21% | +755 | New |
| Lifeworks Advisors, LLC | 757 | $384.1K | 0.13% | −62−7.6% | Reduced |
| NewEdge Wealth, LLC | 761 | $386.2K | 0.01% | +114+17.6% | Added |
| Objectivity Squared, LLC | 762 | $386.6K | 0.38% | +762 | New |
| Eagle Global Advisors LLC | 775 | $393.2K | 0.02% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $395.8K | 0.26% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $395.8K | 0.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $396.3K | 0.12% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 781 | $396.3K | 0.07% | +781 | New |
| Kingswood Wealth Advisors, LLC | 782 | $396.8K | 0.05% | +282+56.4% | Added |
| D. Scott Neal, Inc. | 780 | $397.2K | 0.35% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 784 | $397.8K | 0.07% | −26−3.2% | Reduced |
| Howard Capital Management Group, LLC | 785 | $398.3K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $398.8K | 0.03% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 790 | $400.8K | 0.08% | 00.0% | Unchanged |
| REDW Wealth LLC | 790 | $400.9K | 0.11% | +4+0.5% | Added |
| Capital Group Private Client Services, Inc. | 796 | $403.7K | 0.00% | −2−0.3% | Reduced |
| Missouri Trust & Investment Co | 796 | $403.9K | 0.16% | 00.0% | Unchanged |
| StoneX Group Inc. | 794 | $404.3K | 0.04% | −18−2.2% | Reduced |
| LS Investment Advisors, LLC | 798 | $404.9K | 0.07% | −3−0.4% | Reduced |
| Roof Eidam & Maycock | 798 | $404.9K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $405.4K | 0.08% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $405.9K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $405.9K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $405.9K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $406.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $406.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 786 | $407.0K | 0.16% | −25−3.1% | Reduced |