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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,101 | $558.6K | 0.05% | +432+64.6% | Added |
| Wealth Architects, LLC | 1,102 | $559.1K | 0.08% | 00.0% | Unchanged |
| First County Bank | 1,110 | $563.2K | 0.27% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,123 | $563.2K | 0.34% | −160−12.5% | Reduced |
| Wealth Advisory Solutions, LLC | 1,114 | $565.2K | 0.20% | −1,114−50.0% | Reduced |
| Pacific Sun Financial Corp | 1,120 | $568.3K | 0.36% | −10−0.9% | Reduced |
| Samalin Investment Counsel, LLC | 1,121 | $569.0K | 0.29% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,128 | $572.3K | 0.06% | +1,128 | New |
| New Hampshire Trust | 1,134 | $575.4K | 0.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,137 | $576.9K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $578.4K | 0.00% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,142 | $579.7K | 0.08% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,144 | $580.4K | 0.45% | −6−0.5% | Reduced |
| OneAscent Financial Services LLC | 1,145 | $581.0K | 0.07% | +1,145 | New |
| WorthPointe, LLC | 1,158 | $587.5K | 0.30% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $588.6K | 0.18% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,161 | $589.1K | 0.24% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,166 | $591.6K | 0.57% | +1,166 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $592.1K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,169 | $593.1K | 0.06% | −5−0.4% | Reduced |
| Western Wealth Management, LLC | 1,170 | $593.6K | 0.04% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,176 | $596.7K | 0.07% | −51−4.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,185 | $599.0K | 0.02% | +383+47.8% | Added |
| Sigma Planning Corp | 1,182 | $599.7K | 0.05% | −1,421−54.6% | Reduced |
| Hohimer Wealth Management, LLC | 1,183 | $600.2K | 0.15% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,186 | $601.5K | 0.02% | −10−0.8% | Reduced |
| Duncker Streett & Co Inc | 1,195 | $606.4K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,200 | $608.9K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,202 | $609.9K | 0.16% | +598+99.0% | Added |
| Roberts Glore & Co Inc | 1,211 | $614.4K | 0.19% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,218 | $617.9K | 0.47% | +1,218 | New |
| Simon Quick Advisors, LLC | 1,219 | $618.4K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,224 | $621.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,237 | $627.5K | 0.11% | −25−2.0% | Reduced |
| Trust Co of Vermont | 1,239 | $628.6K | 0.04% | +152+14.0% | Added |
| Centaurus Financial, Inc. | 1,240 | $629.0K | 0.05% | −64−4.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,241 | $629.7K | 0.06% | +50+4.2% | Added |
| Nicollet Investment Management, Inc. | 1,244 | $631.0K | 0.26% | +3+0.2% | Added |
| Single Point Partners, LLC | 1,248 | $633.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $634.0K | 0.04% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,251 | $634.7K | 0.02% | +4+0.3% | Added |
| Two Sigma Securities, LLC | 1,254 | $636.3K | 0.03% | −7,292−85.3% | Reduced |
| Avalon Trust Co | 1,254 | $636.3K | 0.06% | +1,254 | New |
| Aspen Investment Management Inc | 1,258 | $638.0K | 0.36% | −25−1.9% | Reduced |
| Bleakley Financial Group, LLC | 1,261 | $640.0K | 0.02% | +204+19.3% | Added |
| TCI Wealth Advisors, Inc. | 1,268 | $643.4K | 0.07% | −18−1.4% | Reduced |
| Headlands Technologies LLC | 1,268 | $643.4K | 0.19% | +973+329.8% | Added |
| GSB Wealth Management, LLC | 1,275 | $646.9K | 0.20% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,279 | $648.7K | 0.51% | +5+0.4% | Added |
| Flynn Zito Capital Management, LLC | 1,303 | $661.2K | 0.45% | −142−9.8% | Reduced |
| Ellerson Group Inc | 1,312 | $665.7K | 0.58% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,319 | $669.2K | 0.22% | +540+69.3% | Added |
| Neumann Capital Management, LLC | 1,320 | $669.7K | 0.27% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,346 | $675.2K | 0.01% | +309+29.8% | Added |
| Orion Portfolio Solutions, LLC | 1,346 | $675.2K | 0.01% | +309+29.8% | Added |
| River Wealth Advisors LLC | 1,338 | $678.9K | 0.11% | −19−1.4% | Reduced |
| CIBC World Markets Inc. | 1,348 | $684.0K | 0.00% | −127−8.6% | Reduced |
| Round Rock Advisors, LLC | 1,358 | $688.8K | 0.17% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,366 | $693.1K | 0.02% | −4,421−76.4% | Reduced |
| Park National Corp | 1,367 | $693.6K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,369 | $694.6K | 0.68% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,379 | $699.6K | 0.41% | +30+2.2% | Added |
| Fca Corp | 1,380 | $700.2K | 0.24% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $703.2K | 0.21% | +1,386 | New |
| Leisure Capital Management | 1,390 | $705.3K | 0.38% | 00.0% | Unchanged |
| LM Advisors LLC | 1,391 | $705.8K | 0.14% | +1,391 | New |
| Grimes & Company, Inc. | 1,394 | $707.3K | 0.02% | +5+0.4% | Added |
| Holistic Financial Partners | 1,395 | $707.9K | 0.43% | +4+0.3% | Added |
| Blue Barn Wealth, LLC | 1,395 | $708.0K | 0.42% | −4−0.3% | Reduced |
| Lam Group, Inc. | 1,400 | $710.3K | 0.65% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $711.9K | 0.19% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,406 | $715.9K | 0.20% | +59+4.4% | Added |
| McGuire Investment Group, LLC | 1,417 | $719.0K | 0.12% | 00.0% | Unchanged |
| Bank of Stockton | 1,453 | $726.8K | 0.24% | −165−10.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,434 | $727.8K | 0.12% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,437 | $729.1K | 0.49% | 00.0% | Unchanged |
| First Western Trust Bank | 1,443 | $732.1K | 0.04% | −429−22.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,469 | $747.2K | 0.08% | +170+13.1% | Added |
| Prudential Financial Inc | 1,488 | $754.9K | 0.00% | +170+12.9% | Added |
| Retirement Capital Strategies | 1,502 | $762.1K | 0.33% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $766.1K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,510 | $766.3K | 0.15% | +90+6.3% | Added |
| Vista Investment Management | 1,512 | $767.2K | 0.36% | −15−1.0% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,515 | $768.7K | 1.40% | +1,515 | New |
| Cornerstone Wealth Management, LLC | 1,518 | $770.1K | 0.07% | −66−4.2% | Reduced |
| Hilltop Holdings Inc. | 1,520 | $771.2K | 0.09% | +15+1.0% | Added |
| Brighton Jones LLC | 1,523 | $773.0K | 0.03% | +71+4.9% | Added |
| American Money Management, LLC | 1,534 | $778.3K | 0.18% | −50−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,534 | $778.5K | 0.01% | +440+40.2% | Added |
| Triumph Capital Management | 1,539 | $780.7K | 0.33% | −13−0.8% | Reduced |
| VeraBank, N.A. | 1,545 | $783.9K | 0.26% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,546 | $784.4K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,551 | $786.9K | 0.09% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,593 | $787.2K | 0.24% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,552 | $790.4K | 0.08% | +1,552 | New |
| RTD Financial Advisors, Inc. | 1,560 | $791.5K | 0.11% | −10−0.6% | Reduced |
| Crestwood Advisors Group LLC | 1,565 | $794.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,587 | $805.2K | 0.02% | −37−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,589 | $806.2K | 0.07% | −10−0.6% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,603 | $813.5K | 0.63% | 00.0% | Unchanged |