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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 2,402 | $1.22M | 0.26% | −57−2.3% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.22M | 0.14% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,439 | $1.24M | 0.39% | +3+0.1% | Added |
| Spire Wealth Management | 2,491 | $1.25M | 0.04% | −357−12.5% | Reduced |
| Middleton & Co Inc | 2,461 | $1.25M | 0.16% | 00.0% | Unchanged |
| CX Institutional | 2,493 | $1.26M | 0.07% | +21+0.8% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.27M | 0.55% | +2,500 | New |
| ARK & TLK Investments, LLC | 2,499 | $1.27M | 0.51% | +2,499 | New |
| Baker Avenue Asset Management, LP | 2,503 | $1.27M | 0.06% | +58+2.4% | Added |
| Blue Fin Capital, Inc. | 2,504 | $1.27M | 0.33% | +710+39.6% | Added |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.28M | 0.10% | +2+0.1% | Added |
| Zions Bancorporation, N.A. | 2,583 | $1.31M | 0.09% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,594 | $1.32M | 0.01% | +2,105+430.5% | Added |
| Sawtooth Solutions, LLC | 2,596 | $1.32M | 0.04% | +201+8.4% | Added |
| TCTC Holdings, LLC | 2,597 | $1.32M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.32M | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 2,618 | $1.33M | 0.09% | −68−2.5% | Reduced |
| High Falls Advisors, Inc | 2,637 | $1.34M | 0.36% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,660 | $1.35M | 0.12% | −20−0.7% | Reduced |
| Thrivent Financial for Lutherans | 2,672 | $1.36M | 0.00% | +1,334+99.7% | Added |
| Disciplined Investments, LLC | 2,688 | $1.36M | 0.80% | −444−14.2% | Reduced |
| Bremer Bank National Association | 2,697 | $1.37M | 0.26% | −47−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 2,709 | $1.37M | 0.31% | −178−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,713 | $1.38M | 0.03% | −100−3.6% | Reduced |
| GEM Asset Management, LLC | 2,724 | $1.38M | 0.96% | −529−16.3% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.39M | 0.50% | −1,552−36.1% | Reduced |
| Warren Averett Asset Management, LLC | 2,755 | $1.40M | 0.05% | +39+1.4% | Added |
| Hardy Reed LLC | 2,775 | $1.41M | 0.19% | −24−0.9% | Reduced |
| Advus Financial Partners, LLC | 2,810 | $1.43M | 0.49% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,831 | $1.44M | 0.32% | +625+28.3% | Added |
| Providence First Trust Co | 2,831 | $1.44M | 0.71% | −50−1.7% | Reduced |
| Scotia Capital Inc. | 2,855 | $1.45M | 0.01% | +194+7.3% | Added |
| AlTi Global, Inc. | 2,849 | $1.45M | 0.04% | +2,849 | New |
| Nwam LLC | 2,884 | $1.46M | 0.12% | −424−12.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,884 | $1.47M | 0.12% | +1,020+54.7% | Added |
| Financial Services Advisory Inc | 2,894 | $1.47M | 0.42% | +2,894 | New |
| Sentinel Trust Co Lba | 2,903 | $1.47M | 0.19% | +1,700+141.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,912 | $1.48M | 0.89% | +2,912 | New |
| Coyle Financial Counsel LLC | 2,917 | $1.48M | 0.57% | +2+0.1% | Added |
| Manchester Capital Management LLC | 2,928 | $1.49M | 0.20% | 00.0% | Unchanged |
| XML Financial, LLC | 2,958 | $1.50M | 0.16% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 2,968 | $1.51M | 0.19% | −228−7.1% | Reduced |
| Horizon Investments, LLC | 2,979 | $1.51M | 0.04% | −45−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,985 | $1.51M | 0.06% | −34−1.1% | Reduced |
| GM Advisory Group, Inc. | 3,037 | $1.54M | 0.12% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,062 | $1.55M | 1.02% | −48−1.5% | Reduced |
| Aspiriant, LLC | 3,071 | $1.56M | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,097 | $1.57M | 0.50% | +15+0.5% | Added |
| Wunderlich Capital Managemnt | 3,114 | $1.58M | 0.71% | −37−1.2% | Reduced |
| Darrow Company, Inc. | 3,128 | $1.59M | 1.22% | −389−11.1% | Reduced |
| Allred Capital Management, LLC | 3,132 | $1.59M | 0.69% | +3,132 | New |
| Kestra Private Wealth Services, LLC | 3,138 | $1.59M | 0.04% | +146+4.9% | Added |
| Mathes Company, Inc. | 3,150 | $1.60M | 0.66% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 3,150 | $1.60M | 0.80% | +1,060+50.7% | Added |
| Founders Financial Securities LLC | 3,158 | $1.60M | 0.18% | +72+2.3% | Added |
| Regions Financial Corp | 3,166 | $1.61M | 0.01% | −24−0.8% | Reduced |
| Bank of Nova Scotia | 3,166 | $1.61M | 0.00% | −4,460−58.5% | Reduced |
| Summit Trail Advisors, LLC | 3,172 | $1.62M | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,187 | $1.62M | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,213 | $1.63M | 0.24% | +1,171+57.3% | Added |
| EverSource Wealth Advisors, LLC | 3,240 | $1.64M | 0.15% | −216−6.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,267 | $1.66M | 0.12% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,309 | $1.68M | 0.00% | +289+9.6% | Added |
| Oxford Financial Group Ltd | 3,319 | $1.68M | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,322 | $1.69M | 0.38% | −98−2.9% | Reduced |
| TD Private Client Wealth LLC | 3,327 | $1.69M | 0.06% | +407+13.9% | Added |
| GenTrust, LLC | 3,342 | $1.70M | 0.11% | −161−4.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,356 | $1.70M | 0.52% | −507−13.1% | Reduced |
| Compass Wealth Management LLC | 3,363 | $1.71M | 0.48% | −158−4.5% | Reduced |
| Gridiron Partners, LLC | 3,373 | $1.71M | 1.21% | +3,373 | New |
| Capital Planning Advisors, LLC | 3,375 | $1.71M | 0.32% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,381 | $1.72M | 0.59% | +10.0% | Added |
| Kelman-Lazarov, Inc. | 3,384 | $1.72M | 0.37% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,386 | $1.72M | 0.10% | −10.0% | Reduced |
| Watershed Private Wealth LLC | 3,393 | $1.72M | 0.95% | +720+26.9% | Added |
| Lindbrook Capital, LLC | 3,393 | $1.72M | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,400 | $1.73M | 0.35% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,396 | $1.73M | 0.09% | +3,396 | New |
| Farrow Financial Inc. | 3,408 | $1.73M | 1.30% | +3,408 | New |
| Proficio Capital Partners LLC | 3,415 | $1.73M | 0.21% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 3,430 | $1.74M | 0.04% | −4−0.1% | Reduced |
| Integrated Advisors Network LLC | 3,457 | $1.75M | 0.10% | +590+20.6% | Added |
| Freestone Capital Holdings, LLC | 3,472 | $1.76M | 0.08% | −58−1.6% | Reduced |
| Deutsche Bank AG | 3,498 | $1.77M | 0.00% | +803+29.8% | Added |
| Tiemann Investment Advisors, LLC | 3,516 | $1.78M | 0.87% | +122+3.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.78M | 0.57% | −85−2.4% | Reduced |
| Northwest Bancshares, Inc. | 3,526 | $1.79M | 0.33% | −241−6.4% | Reduced |
| TSFG, LLC | 3,529 | $1.79M | 0.56% | −20−0.6% | Reduced |
| Congress Wealth Management LLC | 3,548 | $1.80M | 0.03% | +2,437+219.4% | Added |
| Northern Oak Wealth Management Inc | 3,586 | $1.82M | 0.22% | −30−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 3,590 | $1.82M | 0.29% | +46+1.3% | Added |
| Meridian Financial, LLC | 3,636 | $1.85M | 1.45% | +224+6.6% | Added |
| Embree Financial Group | 3,640 | $1.85M | 0.39% | +3,640 | New |
| Atria Investments LLC | 3,642 | $1.85M | 0.03% | +998+37.7% | Added |
| Quantum Private Wealth, LLC | 3,655 | $1.85M | 0.78% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,660 | $1.86M | 0.85% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,682 | $1.87M | 0.86% | +1,627+79.2% | Added |
| Crescent Sterling, Ltd. | 3,705 | $1.88M | 1.87% | +43+1.2% | Added |
| David Loasby | 3,853 | $1.91M | 0.21% | +3,137+438.1% | Added |
| Walleye Trading LLC | 3,799 | $1.93M | 0.03% | +3,799 | New |