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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 661 | $335.3K | 0.04% | +29+4.6% | Added |
| S.A. Mason LLC | 660 | $334.9K | 0.22% | 00.0% | Unchanged |
| Plancorp, LLC | 660 | $334.9K | 0.02% | +130+24.5% | Added |
| Dynamic Advisor Solutions LLC | 675 | $334.2K | 0.01% | −42−5.9% | Reduced |
| Bedel Financial Consulting, Inc. | 657 | $333.3K | 0.06% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $332.8K | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 655 | $332.3K | 0.00% | +130+24.8% | Added |
| Merriman Wealth Management, LLC | 651 | $331.5K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 650 | $330.0K | 0.17% | +650 | New |
| Guardian Wealth Advisors, LLC | 650 | $329.9K | 0.05% | −3−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 650 | $329.8K | 0.01% | −3−0.5% | Reduced |
| Ruggaard & Associates LLC | 650 | $329.8K | 0.17% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $329.8K | 0.10% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 650 | $329.8K | 0.00% | +650 | New |
| Monterey Private Wealth, Inc. | 649 | $329.3K | 0.15% | 00.0% | Unchanged |
| Well Done, LLC | 648 | $328.8K | 0.06% | +148+29.6% | Added |
| Cadinha & Co LLC | 648 | $328.8K | 0.05% | −25−3.7% | Reduced |
| Rehmann Capital Advisory Group | 647 | $328.8K | 0.03% | −90−12.2% | Reduced |
| Hall Kathryn A. | 645 | $327.3K | 0.09% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $327.3K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 639 | $325.4K | 0.06% | −129−16.8% | Reduced |
| Guidance Point Advisors, LLC | 638 | $325.0K | 0.12% | +13+2.1% | Added |
| Stablepoint Partners, LLC | 640 | $324.7K | 0.08% | +640 | New |
| Larson Financial Group LLC | 636 | $322.5K | 0.03% | −4,665−88.0% | Reduced |
| CM Wealth Advisors LLC | 629 | $320.3K | 0.14% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $319.1K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 629 | $319.1K | 0.01% | +6+1.0% | Added |
| Ronald Blue Trust, Inc. | 699 | $319.0K | 0.01% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 624 | $317.0K | 0.06% | +624 | New |
| CRA Financial Services, LLC | 624 | $316.6K | 0.08% | −5−0.8% | Reduced |
| Cortland Associates Inc | 619 | $314.0K | 0.05% | +40+6.9% | Added |
| Blue Bell Private Wealth Management, LLC | 617 | $313.1K | 0.07% | +380+160.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 615 | $312.1K | 0.01% | −12−1.9% | Reduced |
| Sapient Capital LLC | 612 | $311.7K | 0.01% | +612 | New |
| Shufro Rose & Co LLC | 681 | $311.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 612 | $310.5K | 0.02% | −318−34.2% | Reduced |
| River Street Advisors LLC | 610 | $309.5K | 0.25% | +1+0.2% | Added |
| Lakeview Capital Partners, LLC | 606 | $307.6K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 604 | $306.6K | 0.21% | +71+13.3% | Added |
| Guyasuta Investment Advisors Inc | 601 | $304.9K | 0.02% | +601 | New |
| MinichMacGregor Wealth Management, LLC | 600 | $304.5K | 0.09% | +600 | New |
| Sym Financial Corp | 600 | $304.4K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $304.4K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $304.4K | 0.15% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 600 | $304.4K | 0.09% | 00.0% | Unchanged |
| Private Capital Management LLC | 600 | $304.3K | 0.07% | −10−1.6% | Reduced |
| Shaker Investments LLC | 599 | $304.2K | 0.14% | −18−2.9% | Reduced |
| AlphaStar Capital Management, LLC | 591 | $299.9K | 0.03% | +9+1.5% | Added |
| Financial & Tax Architects, LLC | 590 | $299.4K | 0.09% | +590 | New |
| Visionary Wealth Advisors | 589 | $299.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 588 | $298.3K | 0.02% | +588 | New |
| Zacks Investment Management | 586 | $297.4K | 0.00% | +2+0.3% | Added |
| Parallel Advisors, LLC | 586 | $297.1K | 0.01% | −174−22.9% | Reduced |
| Paragon Capital Management LLC | 582 | $295.3K | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $294.4K | 0.01% | −87−13.0% | Reduced |
| Summit Asset Management, LLC | 578 | $293.3K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $292.3K | 0.08% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $292.0K | 0.07% | 00.0% | Unchanged |
| Carlson Capital Management | 575 | $291.7K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $290.7K | 0.00% | – | – |
| Dividend Assets Capital, LLC | 571 | $290.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 568 | $288.2K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $286.7K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 564 | $286.2K | 0.02% | +29+5.4% | Added |
| High Net Worth Advisory Group LLC | 562 | $285.1K | 0.11% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $284.6K | 0.14% | 00.0% | Unchanged |
| Etfidea, LLC | 561 | $284.6K | 0.11% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $284.1K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 559 | $284.0K | 0.03% | −245−30.5% | Reduced |
| SNS Financial Group, LLC | 556 | $283.2K | 0.03% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 558 | $283.1K | 0.03% | +7+1.3% | Added |
| Spotlight Asset Group, Inc. | 618 | $282.2K | 0.26% | 00.0% | Unchanged |
| Trust Co | 555 | $281.6K | 0.04% | −60−9.8% | Reduced |
| Waypoint Capital Advisors, LLC | 553 | $280.6K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 551 | $279.6K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 550 | $279.3K | 0.04% | +550 | New |
| Red Lighthouse Investment Management, LLC | 550 | $279.1K | 0.12% | 00.0% | Unchanged |
| First Foundation Advisors | 544 | $276.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $276.0K | 0.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $275.0K | 0.00% | +542 | New |
| ProVise Management Group, LLC | 539 | $273.5K | 0.02% | −300−35.8% | Reduced |
| Per Stirling Capital Management, LLC. | 539 | $273.5K | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 539 | $273.4K | 0.06% | +539 | New |
| Chilton Capital Management LLC | 538 | $273.0K | 0.01% | +1+0.2% | Added |
| Granite Harbor Advisors, Inc. | 537 | $272.4K | 0.20% | −1−0.2% | Reduced |
| Hoese & Co LLP | 580 | $271.9K | 0.27% | −140−19.4% | Reduced |
| Evergreen Capital Management LLC | 532 | $271.0K | 0.01% | +532 | New |
| WealthTrust Axiom LLC | 532 | $270.4K | 0.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 532 | $269.9K | 0.01% | +40+8.1% | Added |
| Wintrust Investments LLC | 529 | $268.0K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 527 | $267.4K | 0.03% | +19+3.7% | Added |
| Heritage Wealth Partners, LLC | 526 | $267.0K | 0.54% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $266.9K | 0.07% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 525 | $266.2K | 0.24% | +525 | New |
| Asset Planning Corporation | 523 | $265.6K | 0.21% | +16+3.2% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $265.4K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $264.9K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 522 | $264.9K | 0.03% | +36+7.4% | Added |
| Aprio Wealth Management, LLC | 521 | $264.3K | 0.06% | 00.0% | Unchanged |
| Mendel Money Management | 520 | $264.0K | 0.13% | −5−1.0% | Reduced |