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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 35,878 | $18.2M | 1.18% | +35,878 | New |
| Prio Wealth Limited Partnership | 35,580 | $18.1M | 0.62% | −211−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 35,248 | $17.9M | 0.21% | +296+0.8% | Added |
| Pinnacle Financial Partners Inc | 34,706 | $17.6M | 0.42% | −677−1.9% | Reduced |
| Camden Capital, LLC | 33,124 | $16.8M | 1.72% | −378−1.1% | Reduced |
| GYL Financial Synergies, LLC | 32,974 | $16.7M | 1.38% | +215+0.7% | Added |
| Tandem Wealth Advisors LLC | 32,308 | $16.4M | 9.45% | −745−2.3% | Reduced |
| Vestor Capital, LLC | 32,166 | $16.3M | 1.56% | −1,207−3.6% | Reduced |
| Huntington National Bank | – | $16.3M | 0.15% | – | – |
| Trustmark National Bank Trust Department | 31,865 | $16.2M | 1.47% | +43+0.1% | Added |
| Curbstone Financial Management Corp | 30,562 | $15.5M | 3.52% | −160−0.5% | Reduced |
| Hancock Whitney Corp | 30,526 | $15.5M | 0.57% | +1,698+5.9% | Added |
| Wellspring Financial Advisors, LLC | 28,254 | $14.3M | 3.57% | −444−1.5% | Reduced |
| EP Wealth Advisors, LLC | 28,062 | $14.2M | 0.18% | −2,096−7.0% | Reduced |
| Commerce Bank | 27,141 | $13.8M | 0.10% | −597−2.2% | Reduced |
| Lido Advisors, LLC | 26,356 | $13.4M | 0.13% | −2,346−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,122 | $13.3M | 0.45% | −1,022−3.8% | Reduced |
| Simmons Bank | 26,121 | $13.3M | 1.08% | −203−0.8% | Reduced |
| Youngs Advisory Group, Inc. | 25,356 | $12.9M | 6.44% | +336+1.3% | Added |
| RMB Capital Management, LLC | 24,815 | $12.6M | 0.38% | −1,128−4.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,742 | $12.6M | 0.46% | +24,742 | New |
| Atlantic Edge Private Wealth Management, LLC | 24,570 | $12.5M | 5.07% | +24,570 | New |
| Steward Partners Investment Advisory, LLC | 24,512 | $12.4M | 0.17% | +631+2.6% | Added |
| Caldwell Trust Co | 24,479 | $12.4M | 1.57% | −234−0.9% | Reduced |
| Means Investment Co., Inc. | 24,392 | $12.4M | 1.78% | −3,504−12.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,075 | $12.2M | 0.05% | −28,378−54.1% | Reduced |
| MML Investors Services, LLC | 23,935 | $12.1M | 0.06% | −1,618−6.3% | Reduced |
| MCF Advisors LLC | 23,409 | $11.9M | 0.97% | −20.0% | Reduced |
| Cetera Advisor Networks LLC | 23,209 | $11.8M | 0.07% | −3,209−12.1% | Reduced |
| SlateStone Wealth, LLC | 22,950 | $11.6M | 1.51% | +75+0.3% | Added |
| FMR LLC | 22,935 | $11.6M | 0.00% | +1,683+7.9% | Added |
| First Financial Bank - Trust Division | 22,929 | $11.6M | 1.19% | −274−1.2% | Reduced |
| Boothbay Fund Management, LLC | 22,513 | $11.4M | 0.43% | −13,657−37.8% | Reduced |
| American International Group, Inc. | 22,500 | $11.4M | 0.05% | −500−2.2% | Reduced |
| Country Club Bank | 22,171 | $11.4M | 0.86% | −794−3.5% | Reduced |
| Cresset Asset Management, LLC | 22,249 | $11.3M | 0.07% | −993−4.3% | Reduced |
| Exchange Capital Management, Inc. | 22,152 | $11.2M | 2.02% | −530−2.3% | Reduced |
| Cetera Advisors LLC | 21,899 | $11.1M | 0.15% | +402+1.9% | Added |
| Glenmede Trust Co NA | 21,894 | $11.1M | 0.06% | −15−0.1% | Reduced |
| CWM, LLC | 21,217 | $10.8M | 0.06% | +5,749+37.2% | Added |
| Brown Brothers Harriman & Co | 20,912 | $10.6M | 0.09% | −34−0.2% | Reduced |
| Pachira Investments Inc. | 20,875 | $10.6M | 9.35% | +20,875 | New |
| GTS Securities LLC | 20,857 | $10.6M | 0.23% | +6,569+46.0% | Added |
| Dumont & Blake Investment Advisors LLC | 20,743 | $10.5M | 3.26% | −94−0.5% | Reduced |
| Trifecta Capital Advisors, LLC | 20,730 | $10.5M | 2.91% | +1,458+7.6% | Added |
| Linscomb & Williams, Inc. | 20,383 | $10.3M | 0.57% | −746−3.5% | Reduced |
| Avantax Advisory Services, Inc. | 20,370 | $10.3M | 0.10% | +255+1.3% | Added |
| Agf Management Ltd | 20,252 | $10.3M | 0.06% | −12−0.1% | Reduced |
| Old National Bancorp | 20,059 | $10.2M | 0.27% | −55−0.3% | Reduced |
| Evercore Wealth Management, LLC | 20,050 | $10.2M | 0.17% | −201−1.0% | Reduced |
| jvl associates llc | 20,005 | $10.2M | 4.59% | 00.0% | Unchanged |
| Central Bank & Trust Co | 19,756 | $10.0M | 1.55% | −1,225−5.8% | Reduced |
| Lutz Financial Services LLC | 19,630 | $9.96M | 0.93% | −104−0.5% | Reduced |
| Capital Fund Management S.A. | 19,232 | $9.76M | 0.12% | −6,900−26.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,184 | $9.73M | 3.31% | −295−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 19,017 | $9.65M | 1.69% | +3,017+18.9% | Added |
| NBT Bank N A | 18,786 | $9.53M | 0.75% | +479+2.6% | Added |
| Terry L. Blaker | 18,435 | $9.35M | 0.77% | −77−0.4% | Reduced |
| Madison Asset Management, LLC | 18,293 | $9.28M | 0.13% | +13,047+248.7% | Added |
| Qube Research & Technologies Ltd | 18,272 | $9.27M | 0.02% | +8,646+89.8% | Added |
| Arvest Investments, Inc. | 18,261 | $9.27M | 1.51% | +18,261 | New |
| Ameritas Investment Partners, Inc. | 18,045 | $9.16M | 0.33% | +8,000+79.6% | Added |
| Mechanics Bank Trust Department | 18,018 | $9.14M | 1.43% | −1,448−7.4% | Reduced |
| Kingfisher Capital LLC | 17,943 | $9.10M | 2.37% | +14,385+404.3% | Added |
| Moreno Evelyn V | 17,830 | $9.05M | 4.27% | −37,581−67.8% | Reduced |
| Harbour Trust & Investment Management Co | 17,810 | $9.04M | 1.27% | +17,810 | New |
| Fifth Third Securities, Inc. | 17,535 | $8.93M | 0.92% | −91−0.5% | Reduced |
| Legacy Advisors, LLC | 17,447 | $8.85M | 1.14% | +517+3.1% | Added |
| Atria Wealth Solutions, Inc. | 17,369 | $8.84M | 0.11% | +621+3.7% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $8.64M | 7.90% | 00.0% | Unchanged |
| Victory Capital Management Inc | 16,990 | $8.62M | 0.01% | +9,110+115.6% | Added |
| Boston Family Office LLC | 16,744 | $8.50M | 0.64% | +24+0.1% | Added |
| KCM Investment Advisors LLC | 16,525 | $8.38M | 0.33% | −66−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 16,397 | $8.32M | 2.53% | +589+3.7% | Added |
| Boston Financial Mangement LLC | 16,382 | $8.31M | 0.28% | +77+0.5% | Added |
| Raymond James Trust N.A. | 16,350 | $8.30M | 0.22% | +729+4.7% | Added |
| Capstone Financial Advisors, Inc. | 16,287 | $8.26M | 0.59% | −31−0.2% | Reduced |
| Savant Capital, LLC | 16,235 | $8.24M | 0.11% | +6,124+60.6% | Added |
| Howard Capital Management Inc. | 16,210 | $8.22M | 1.02% | +690+4.4% | Added |
| Tiaa Trust, National Association | 16,193 | $8.22M | 0.03% | −563−3.4% | Reduced |
| GFS Advisors, LLC | 15,978 | $8.11M | 1.19% | +4,050+34.0% | Added |
| Pensionmark Financial Group, LLC | 15,934 | $8.08M | 1.05% | +15,934 | New |
| CIBC Private Wealth Group, LLC | 15,654 | $7.94M | 0.02% | −487−3.0% | Reduced |
| Grove Bank & Trust | 15,344 | $7.79M | 1.43% | −531−3.3% | Reduced |
| Credit Suisse AG | 15,280 | $7.75M | 0.01% | −5,446−26.3% | Reduced |
| Palisade Asset Management, LLC | 14,846 | $7.53M | 0.83% | −112−0.7% | Reduced |
| Telemus Capital, LLC | 14,637 | $7.43M | 0.61% | −70.0% | Reduced |
| Green Square Capital Advisors LLC | 14,413 | $7.31M | 0.99% | −5,014−25.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 14,391 | $7.30M | 2.22% | +160+1.1% | Added |
| Legal & General Group Plc | 14,200 | $7.20M | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 14,066 | $7.14M | 5.45% | −77−0.5% | Reduced |
| RMR Wealth Builders | 13,979 | $7.09M | 1.00% | +1,099+8.5% | Added |
| Canopy Partners, LLC | 13,923 | $7.09M | 4.32% | +13,923 | New |
| Pacific Center for Financial Services | 13,938 | $7.07M | 2.23% | −517−3.6% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $7.07M | 2.79% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 13,773 | $6.99M | 0.80% | 00.0% | Unchanged |
| Unionview, LLC | 13,737 | $6.97M | 6.26% | −717−5.0% | Reduced |
| Chesley Taft & Associates LLC | 13,720 | $6.96M | 0.39% | +230+1.7% | Added |
| Busey Wealth Management | 13,679 | $6.94M | 0.27% | +220+1.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,478 | $6.86M | 4.09% | −7−0.1% | Reduced |