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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 3,810 | $1.93M | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,816 | $1.94M | 0.05% | −380−9.1% | Reduced |
| Lowe Wealth Advisors, LLC | 3,832 | $1.94M | 0.96% | +23+0.6% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.95M | 0.12% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,857 | $1.96M | 1.37% | +6+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 3,893 | $1.98M | 1.74% | −28−0.7% | Reduced |
| Cannon Global Investment Management, LLC | 3,900 | $1.98M | 14.85% | +3,900 | New |
| Eldridge Investment Advisors, Inc. | 3,911 | $1.99M | 0.52% | −23−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,932 | $2.00M | 0.75% | +71+1.8% | Added |
| Kingsview Wealth Management, LLC | 3,933 | $2.00M | 0.06% | +226+6.1% | Added |
| Revolve Wealth Partners, LLC | 3,942 | $2.00M | 0.39% | −51−1.3% | Reduced |
| InTrack Investment Management Inc | 3,948 | $2.00M | 1.50% | +1,666+73.0% | Added |
| Soltis Investment Advisors LLC | 3,958 | $2.01M | 0.23% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,964 | $2.01M | 0.55% | +219+5.8% | Added |
| Prime Capital Investment Advisors, LLC | 3,964 | $2.01M | 0.03% | +1,610+68.4% | Added |
| Moneta Group Investment Advisors LLC | 4,054 | $2.06M | 0.04% | −31−0.8% | Reduced |
| Umb Bank N A | 4,085 | $2.07M | 0.03% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,109 | $2.08M | 0.52% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,145 | $2.10M | 0.98% | −10−0.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.11M | 0.64% | 00.0% | Unchanged |
| Wade G W & Inc | 4,180 | $2.12M | 0.07% | +10.0% | Added |
| Spectrum Wealth Counsel, LLC | 4,183 | $2.12M | 0.29% | +4,183 | New |
| Salem Investment Counselors Inc | 4,197 | $2.14M | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,247 | $2.15M | 0.15% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,257 | $2.16M | 0.09% | +308+7.8% | Added |
| Tower View Investment Management & Research LLC | 4,263 | $2.16M | 1.34% | +55+1.3% | Added |
| NorthRock Partners, LLC | 4,260 | $2.17M | 0.09% | +1,526+55.8% | Added |
| TD Waterhouse Canada Inc. | 4,236 | $2.19M | 0.02% | +344+8.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,343 | $2.20M | 0.58% | +1,123+34.9% | Added |
| Element Wealth, LLC | 4,346 | $2.21M | 1.38% | −71−1.6% | Reduced |
| Sage Financial Management Group, Inc. | 4,381 | $2.22M | 1.19% | −108−2.4% | Reduced |
| AE Wealth Management LLC | 4,409 | $2.22M | 0.01% | −6,076−57.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,398 | $2.23M | 0.17% | +2,164+96.9% | Added |
| Wolverine Trading, LLC | 4,412 | $2.24M | 0.02% | −38,151−89.6% | Reduced |
| Graypoint LLC | 4,480 | $2.27M | 0.18% | +490+12.3% | Added |
| Woodstock Corp | 4,487 | $2.28M | 0.26% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $2.28M | 1.47% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,500 | $2.28M | 0.04% | +633+16.4% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.28M | 0.65% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,495 | $2.29M | 0.15% | +9+0.2% | Added |
| ZWJ Investment Counsel Inc | 4,516 | $2.29M | 0.12% | +17+0.4% | Added |
| All Terrain Financial Advisors, LLC | 4,540 | $2.30M | 1.06% | −159−3.4% | Reduced |
| Diversified Trust Co | 4,543 | $2.31M | 0.08% | +84+1.9% | Added |
| West Paces Advisors Inc. | 4,562 | $2.31M | 0.65% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 4,573 | $2.32M | 1.18% | +4,573 | New |
| GWM Advisors LLC | 4,607 | $2.32M | 0.02% | +2,124+85.5% | Added |
| Hoylecohen, LLC | 4,587 | $2.33M | 0.19% | +6+0.1% | Added |
| Baron Financial Group, LLC | 4,613 | $2.34M | 1.49% | −139−2.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,656 | $2.36M | 1.27% | +88+1.9% | Added |
| Paulson Wealth Management Inc. | 4,679 | $2.37M | 0.76% | +708+17.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,700 | $2.38M | 0.01% | +828+21.4% | Added |
| Delta Financial Group, Inc. | 4,713 | $2.39M | 0.75% | +87+1.9% | Added |
| New England Private Wealth Advisors LLC | 4,720 | $2.39M | 0.44% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,726 | $2.40M | 0.21% | +3,507+287.7% | Added |
| Point72 Europe (London) LLP | 4,738 | $2.40M | 0.30% | +4,738 | New |
| Spinnaker Trust | 4,764 | $2.42M | 0.16% | −20.0% | Reduced |
| Inspire Trust Co, N.A. | 4,832 | $2.45M | 2.53% | +4,832 | New |
| Signature Securities Group Corporation | 4,815 | $2.45M | 0.78% | +1,061+28.3% | Added |
| Coastline Trust Co | 4,836 | $2.45M | 0.33% | +366+8.2% | Added |
| Asset Management Group, Inc. | 4,848 | $2.46M | 0.49% | +17+0.4% | Added |
| Courier Capital LLC | 4,857 | $2.46M | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,858 | $2.46M | 0.07% | −122−2.4% | Reduced |
| Millennium Management LLC | 4,867 | $2.47M | 0.00% | +3,748+334.9% | Added |
| Focus Financial Network Inc | 4,850 | $2.47M | 0.09% | +4,850 | New |
| National Asset Management, Inc. | 4,909 | $2.50M | 0.07% | −115−2.3% | Reduced |
| Buckingham Strategic Partners | 4,936 | $2.50M | 0.12% | +573+13.1% | Added |
| Man Group plc | 4,937 | $2.50M | 0.01% | +4,937 | New |
| Winthrop Advisory Group LLC | 4,945 | $2.51M | 0.39% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,987 | $2.53M | 0.00% | +50+1.0% | Added |
| Connecticut Wealth Management, LLC | 4,997 | $2.54M | 0.15% | +10.0% | Added |
| Gilman Hill Asset Management, LLC | 5,001 | $2.54M | 0.48% | −30−0.6% | Reduced |
| Keeley-Teton Advisors, LLC | 5,009 | $2.54M | 0.33% | +720+16.8% | Added |
| Private Trust Co NA | 5,012 | $2.54M | 0.30% | −4−0.1% | Reduced |
| Northstar Asset Management LLC | 5,135 | $2.61M | 0.69% | −365−6.6% | Reduced |
| Meridian Wealth Management, LLC | 5,144 | $2.61M | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,275 | $2.61M | 0.11% | +63+1.2% | Added |
| Argent Trust Co | 5,147 | $2.61M | 0.13% | −25−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 5,171 | $2.62M | 1.01% | −63−1.2% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.64M | 0.38% | +5,201 | New |
| PFG Advisors | 5,218 | $2.65M | 0.21% | +1,776+51.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,339 | $2.66M | 0.03% | −236−4.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,295 | $2.69M | 0.84% | +49+0.9% | Added |
| Adviser Investments LLC | 5,320 | $2.70M | 0.04% | +539+11.3% | Added |
| Greenleaf Trust | 5,340 | $2.71M | 0.03% | +452+9.2% | Added |
| Penobscot Investment Management Company, Inc. | 5,341 | $2.71M | 0.32% | −17−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,420 | $2.75M | 0.19% | −354−6.1% | Reduced |
| Breakwater Capital Group | 5,463 | $2.76M | 0.78% | +340+6.6% | Added |
| Joel Isaacson & Co., LLC | 5,469 | $2.78M | 0.17% | +139+2.6% | Added |
| Matrix Asset Advisors Inc | 5,499 | $2.79M | 0.35% | −16−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 5,520 | $2.80M | 1.20% | −330−5.6% | Reduced |
| IFG Advisory, LLC | 5,529 | $2.81M | 0.21% | −37−0.7% | Reduced |
| Audent Global Asset Management, LLC | 5,538 | $2.81M | 3.35% | +640+13.1% | Added |
| St. Johns Investment Management Company, LLC | 5,578 | $2.83M | 1.45% | −7−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,581 | $2.83M | 0.03% | +5,077+1,007.3% | Added |
| Regents of the University of California | 5,600 | $2.84M | 0.36% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,585 | $2.84M | 0.31% | −110−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 5,683 | $2.88M | 0.11% | −283−4.7% | Reduced |
| Silvercrest Asset Management Group LLC | 5,684 | $2.88M | 0.02% | −32−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 5,684 | $2.88M | 0.00% | +2,869+101.9% | Added |
| Romano Brothers and Company | 5,848 | $2.97M | 0.44% | 00.0% | Unchanged |