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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 804 | $407.9K | 0.05% | −1,271−61.3% | Reduced |
| TFG Advisers LLC | 807 | $409.5K | 0.17% | +37+4.8% | Added |
| Mutual Advisors, LLC | 808 | $410.0K | 0.01% | −6,195−88.5% | Reduced |
| SageView Advisory Group, LLC | 809 | $410.6K | 0.02% | +1+0.1% | Added |
| Ayrshire Capital Management LLC | 810 | $411.0K | 0.24% | +1+0.1% | Added |
| Woodmont Investment Counsel LLC | 813 | $412.3K | 0.04% | +228+39.0% | Added |
| Seascape Capital Management | 818 | $415.0K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $415.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 826 | $419.2K | 0.01% | 00.0% | Unchanged |
| WP Advisors, LLC | 829 | $420.4K | 0.16% | +14+1.7% | Added |
| Sigma Investment Counselors Inc | 834 | $423.2K | 0.03% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $424.3K | 0.22% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $425.2K | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 843 | $427.9K | 0.08% | +65+8.4% | Added |
| WBH Advisory Inc | 844 | $428.2K | 0.05% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $429.8K | 0.22% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 848 | $430.1K | 0.05% | +2+0.2% | Added |
| Fiera Capital Corp | 853 | $432.8K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 855 | $433.6K | 0.03% | −10−1.2% | Reduced |
| Denver Wealth Management, Inc. | 858 | $435.3K | 0.25% | 00.0% | Unchanged |
| Eagle Strategies LLC | 860 | $436.5K | 0.09% | −88−9.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 862 | $437.0K | 0.03% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 862 | $437.0K | 0.03% | +362+72.4% | Added |
| Red Door Wealth Management, LLC | 869 | $440.9K | 0.10% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 871 | $441.9K | 0.04% | +32+3.8% | Added |
| Leo Wealth, LLC | 868 | $442.7K | 0.05% | +868 | New |
| Bogart Wealth, LLC | 873 | $442.9K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $443.0K | 0.20% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $444.1K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 876 | $444.6K | 0.07% | −246−21.9% | Reduced |
| Fiduciary Alliance LLC | 877 | $444.7K | 0.09% | +49+5.9% | Added |
| Clear Creek Financial Management, LLC | 888 | $448.2K | 0.07% | −41−4.4% | Reduced |
| HCR Wealth Advisors | 896 | $454.8K | 0.07% | +896 | New |
| Mitchell McLeod Pugh & Williams Inc | 905 | $459.0K | 0.12% | +1+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 905 | $459.2K | 0.02% | −140−13.4% | Reduced |
| Thompson Davis & Co., Inc. | 914 | $463.7K | 0.39% | −161−15.0% | Reduced |
| Connors Investor Services Inc | 915 | $464.0K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $465.3K | 0.11% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 941 | $466.3K | 0.28% | +941 | New |
| Trillium Asset Management, LLC | 920 | $467.0K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 926 | $469.6K | 0.10% | −26−2.7% | Reduced |
| HBK Sorce Advisory LLC | 929 | $471.3K | 0.02% | −815−46.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 929 | $471.4K | 0.29% | −112−10.8% | Reduced |
| Apexium Financial, LP | 930 | $471.7K | 0.03% | +310+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 933 | $473.4K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 935 | $474.4K | 0.01% | +93+11.0% | Added |
| Canal Capital Management, LLC | 938 | $475.9K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 938 | $476.0K | 0.14% | −26−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 944 | $479.0K | 0.02% | −45−4.6% | Reduced |
| Gladstone Institutional Advisory LLC | 947 | $480.5K | 0.03% | −13−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 933 | $481.3K | 0.03% | −1,225−56.8% | Reduced |
| Stephens Inc | 959 | $486.3K | 0.01% | −319−25.0% | Reduced |
| Maren Capital LLC | 964 | $489.1K | 0.06% | +964 | New |
| Arrowroot Family Office, LLC | 965 | $489.6K | 0.35% | −71−6.9% | Reduced |
| Long Road Investment Counsel, LLC | 985 | $491.0K | 0.20% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 973 | $493.5K | 0.58% | +973 | New |
| Great Valley Advisor Group, Inc. | 975 | $494.9K | 0.02% | −59−5.7% | Reduced |
| WSFS Capital Management, LLC | 984 | $499.3K | 0.03% | +140+16.6% | Added |
| First National Trust Co | 987 | $500.8K | 0.02% | −27−2.7% | Reduced |
| Ledyard National Bank | 991 | $502.8K | 0.05% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 992 | $503.0K | 0.24% | −1−0.1% | Reduced |
| Tanager Wealth Management LLP | 988 | $503.2K | 0.09% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $504.3K | 0.45% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 997 | $505.9K | 0.00% | +997 | New |
| Benjamin F. Edwards & Company, Inc. | 997 | $506.0K | 0.01% | −83−7.7% | Reduced |
| Ghe, LLC | 1,000 | $507.0K | 0.32% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $507.4K | 0.01% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $507.4K | 0.07% | +1,000 | New |
| DT Investment Partners, LLC | 1,002 | $508.9K | 0.06% | 00.0% | Unchanged |
| Marion Wealth Management | 1,004 | $509.3K | 0.16% | −19−1.9% | Reduced |
| Great Lakes Advisors, LLC | 1,005 | $509.7K | 0.00% | +4+0.4% | Added |
| Capital Investment Advisors, LLC | 1,006 | $510.3K | 0.01% | +30+3.1% | Added |
| Delap Wealth Advisory, LLC | 1,006 | $510.4K | 0.23% | +503+100.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,007 | $510.8K | 0.10% | +2+0.2% | Added |
| Mirador Capital Partners LP | 1,011 | $513.0K | 0.11% | +1,011 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,012 | $513.5K | 0.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $517.8K | 0.04% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $519.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,036 | $525.6K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,039 | $527.0K | 0.00% | +9+0.9% | Added |
| Koss-Olinger Consulting, LLC | 1,040 | $528.0K | 0.05% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,042 | $529.0K | 0.04% | −20−1.9% | Reduced |
| IHT Wealth Management, LLC | 1,045 | $530.1K | 0.02% | −91−8.0% | Reduced |
| Financial Advisory Service, Inc. | 1,046 | $530.7K | 0.05% | −5−0.5% | Reduced |
| Progressive Investment Management Corp | 1,057 | $536.3K | 0.15% | −23−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,059 | $537.3K | 0.03% | −8−0.7% | Reduced |
| JNBA Financial Advisors | 1,059 | $537.4K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 1,062 | $538.8K | 0.09% | −3,315−75.7% | Reduced |
| Kanawha Capital Management LLC | 1,067 | $541.4K | 0.05% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,070 | $542.9K | 0.14% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,082 | $549.2K | 0.05% | −37−3.3% | Reduced |
| Accredited Investors Inc. | 1,083 | $549.6K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,087 | $551.7K | 0.01% | −105−8.8% | Reduced |
| Baystate Wealth Management LLC | 1,092 | $554.5K | 0.04% | −4−0.4% | Reduced |
| Apella Capital, LLC | 1,124 | $554.5K | 0.03% | +2+0.2% | Added |
| Brookstone Capital Management | 1,093 | $554.5K | 0.01% | −6−0.5% | Reduced |
| WealthShield Partners, LLC | 1,091 | $555.6K | 0.09% | −15−1.4% | Reduced |
| Legacy Trust | 1,096 | $556.1K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,098 | $557.0K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $558.1K | 0.02% | +1,100 | New |