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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 1,607 | $815.3K | 0.08% | +1+0.1% | Added |
| Gator Capital Management, LLC | 1,607 | $815.4K | 0.45% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 1,615 | $819.0K | 0.68% | +1,615 | New |
| TownSquare Capital, LLC | 1,619 | $821.6K | 0.01% | −3,997−71.2% | Reduced |
| Harmony Asset Management LLC | 1,629 | $826.5K | 0.35% | +1,629 | New |
| Omega Financial Group, LLC | 1,633 | $828.6K | 0.35% | −39−2.3% | Reduced |
| Alesco Advisors LLC | 1,639 | $831.6K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 1,640 | $832.1K | 0.24% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,640 | $832.1K | 0.05% | +80+5.1% | Added |
| Quadrant Capital Group LLC | 1,642 | $833.1K | 0.07% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,649 | $836.5K | 0.14% | +262+18.9% | Added |
| Sawgrass Asset Management LLC | 1,655 | $839.7K | 0.09% | 00.0% | Unchanged |
| Viawealth, LLC | 1,662 | $843.3K | 0.58% | −379−18.6% | Reduced |
| Legacy Private Trust Co. | 1,666 | $845.3K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,673 | $848.7K | 0.07% | −15−0.9% | Reduced |
| Midland Wealth Advisors LLC | 1,677 | $850.9K | 0.06% | +1,677 | New |
| M. Kraus & Co | 1,700 | $862.5K | 0.28% | 00.0% | Unchanged |
| HM Payson & Co | 1,701 | $863.1K | 0.02% | −451−21.0% | Reduced |
| Peak Planning Group, LLC | 1,706 | $865.8K | 0.62% | −25−1.4% | Reduced |
| Rockland Trust Co | 1,712 | $868.6K | 0.05% | −283−14.2% | Reduced |
| Old Mission Capital LLC | 1,720 | $872.7K | 0.02% | −1,080−38.6% | Reduced |
| RFG Advisory, LLC | 1,728 | $876.5K | 0.03% | −625−26.6% | Reduced |
| Vista Wealth Management Group, LLC | 1,734 | $879.8K | 0.07% | +100+6.1% | Added |
| Lynch & Associates | 1,740 | $882.8K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,737 | $884.4K | 0.19% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,748 | $887.1K | 0.24% | −165−8.6% | Reduced |
| ZRC Wealth Management, LLC | 1,945 | $888.3K | 0.53% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,752 | $888.9K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,772 | $898.9K | 0.04% | +2+0.1% | Added |
| Baldwin Brothers Inc | 1,777 | $901.6K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,781 | $903.6K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,777 | $905.0K | 0.05% | −100−5.3% | Reduced |
| Valmark Advisers, Inc. | 1,791 | $908.6K | 0.02% | +139+8.4% | Added |
| BKD Wealth Advisors, LLC | 1,804 | $915.3K | 0.03% | +77+4.5% | Added |
| Arthur M. Cohen & Associates, LLC | 1,819 | $923.6K | 0.22% | +2+0.1% | Added |
| BancorpSouth Bank | 1,826 | $926.5K | 0.08% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,835 | $931.3K | 0.00% | +1,002+120.3% | Added |
| FF Advisors,LLC | 1,840 | $933.6K | 0.78% | +1,840 | New |
| Moors & Cabot, Inc. | 1,846 | $936.6K | 0.06% | +146+8.6% | Added |
| LaSalle St. Investment Advisors, LLC | 1,863 | $945.6K | 0.63% | +6+0.3% | Added |
| Prosperity Planning, Inc. | 1,866 | $946.8K | 0.35% | −8−0.4% | Reduced |
| SFM, LLC | 1,866 | $946.8K | 0.78% | +1,866 | New |
| Putnam Investments LLC | 1,875 | $951.3K | 0.00% | −1,986−51.4% | Reduced |
| Private Wealth Group, LLC | 1,887 | $957.4K | 0.54% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,953 | $964.6K | 0.29% | +1,953 | New |
| Tompkins Financial Corp | 1,904 | $966.1K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,922 | $975.1K | 0.04% | +1,410+275.4% | Added |
| Maltin Wealth Management, Inc. | 1,929 | $978.8K | 0.62% | +6+0.3% | Added |
| Evanson Asset Management, LLC | 1,932 | $980.3K | 0.08% | +6+0.3% | Added |
| Axxcess Wealth Management, LLC | 1,959 | $994.0K | 0.03% | +251+14.7% | Added |
| Forza Wealth Management, LLC | 1,960 | $994.5K | 0.55% | −180−8.4% | Reduced |
| LCNB Corp | 1,965 | $997.0K | 0.39% | +190+10.7% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $999.1K | 0.42% | +2,019 | New |
| Bill Few Associates, Inc. | 1,970 | $999.5K | 0.46% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,973 | $1.00M | 0.38% | +7+0.4% | Added |
| Sebold Capital Management, Inc. | 1,976 | $1.00M | 0.74% | +595+43.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,979 | $1.00M | 0.04% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,980 | $1.00M | 0.07% | −48−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,983 | $1.01M | 0.06% | +140+7.6% | Added |
| NCM Capital Management, LLC | 1,988 | $1.01M | 0.61% | −100−4.8% | Reduced |
| Beacon Financial Advisory LLC | 2,000 | $1.01M | 0.49% | −105−5.0% | Reduced |
| STAR Financial Bank | 2,005 | $1.02M | 0.93% | −27−1.3% | Reduced |
| American Capital Advisory, LLC | 2,019 | $1.02M | 0.73% | +2,019 | New |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.03M | 0.42% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,032 | $1.03M | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 2,043 | $1.04M | 0.49% | +2,043 | New |
| InterOcean Capital Group, LLC | 2,045 | $1.04M | 0.03% | −30−1.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,047 | $1.04M | 0.28% | −25−1.2% | Reduced |
| We Are One Seven, LLC | 2,048 | $1.04M | 0.06% | +118+6.1% | Added |
| Glassman Wealth Services | 2,049 | $1.04M | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,054 | $1.04M | 0.11% | +65+3.3% | Added |
| Pacific Financial Group Inc | 2,066 | $1.05M | 0.78% | +74+3.7% | Added |
| White Pine Investment CO | 2,076 | $1.05M | 0.34% | −222−9.7% | Reduced |
| Taylor Financial Group, Inc. | 2,099 | $1.06M | 0.88% | +2,099 | New |
| Frank, Rimerman Advisors LLC | 2,099 | $1.07M | 0.22% | +185+9.7% | Added |
| Bradley Foster & Sargent Inc | 2,101 | $1.07M | 0.02% | +286+15.8% | Added |
| Capital Investment Advisory Services, LLC | 2,104 | $1.07M | 0.10% | +19+0.9% | Added |
| Walden Wealth Partners LLC | 2,122 | $1.08M | 0.68% | +2,122 | New |
| White Pine Capital LLC | 2,122 | $1.08M | 0.41% | −352−14.2% | Reduced |
| United Bank | 2,128 | $1.08M | 0.14% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,145 | $1.09M | 0.15% | −330−13.3% | Reduced |
| Warner Financial, Inc | 2,182 | $1.11M | 0.62% | +21+1.0% | Added |
| Independent Financial Group, LLC | 2,183 | $1.11M | 0.06% | −358−14.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,198 | $1.12M | 0.01% | +165+8.1% | Added |
| Sequoia Financial Advisors, LLC | 2,213 | $1.12M | 0.01% | +887+66.9% | Added |
| LBMC Investment Advisors, LLC | 2,220 | $1.13M | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,224 | $1.13M | 0.10% | −20−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,218 | $1.13M | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,249 | $1.14M | 1.03% | +565+33.6% | Added |
| 9258 Wealth Management, LLC | 2,251 | $1.14M | 0.20% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,262 | $1.15M | 0.03% | −176−7.2% | Reduced |
| Choate Investment Advisors | 2,265 | $1.15M | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,292 | $1.16M | 0.08% | +20+0.9% | Added |
| TruWealth Advisors, LLC | 2,309 | $1.17M | 0.09% | −75−3.1% | Reduced |
| ARS Investment Partners, LLC | 2,314 | $1.17M | 0.13% | +11+0.5% | Added |
| Howe & Rusling Inc | 2,325 | $1.18M | 0.13% | +6+0.3% | Added |
| Braun Stacey Associates Inc | 2,335 | $1.19M | 0.05% | +133+6.0% | Added |
| Becker Capital Management Inc | 2,334 | $1.19M | 0.04% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,352 | $1.19M | 0.14% | −83−3.4% | Reduced |
| Wedbush Securities Inc | 2,356 | $1.20M | 0.05% | +176+8.1% | Added |