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 |
|---|---|---|---|---|---|
| Colorado Capital Management, Inc. | 13,337 | $6.77M | 4.44% | −100−0.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,242 | $6.72M | 0.20% | +16+0.1% | Added |
| Private Advisor Group, LLC | 13,130 | $6.66M | 0.05% | −97−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 12,996 | $6.59M | 1.44% | −709−5.2% | Reduced |
| Dakota Wealth Management | 12,881 | $6.54M | 0.25% | −1,945−13.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,818 | $6.50M | 0.09% | −335−2.5% | Reduced |
| Goelzer Investment Management, Inc. | 12,715 | $6.45M | 0.41% | −230−1.8% | Reduced |
| Wealthspire Advisors, LLC | 12,583 | $6.38M | 0.09% | −151−1.2% | Reduced |
| Victory Financial Group, LLC | 12,543 | $6.36M | 4.30% | +12,543 | New |
| Rhumbline Advisers | 12,500 | $6.34M | 0.01% | +6,300+101.6% | Added |
| Community Bank, N.A. | 12,430 | $6.31M | 0.82% | −171−1.4% | Reduced |
| Csenge Advisory Group | 12,287 | $6.23M | 0.39% | +321+2.7% | Added |
| Staley Capital Advisers Inc | 12,267 | $6.22M | 0.31% | −105−0.8% | Reduced |
| Pegasus Partners Ltd. | 12,188 | $6.18M | 0.72% | −3,432−22.0% | Reduced |
| Franklin Resources Inc | 12,145 | $6.16M | 0.00% | −170−1.4% | Reduced |
| Sand Hill Global Advisors, LLC | 11,876 | $6.03M | 0.29% | −12−0.1% | Reduced |
| Yousif Capital Management, LLC | 11,766 | $5.97M | 0.07% | −5,480−31.8% | Reduced |
| Adirondack Trust Co | 11,142 | $5.88M | 2.54% | +368+3.4% | Added |
| Scarborough Advisors, LLC | 11,547 | $5.86M | 1.21% | +524+4.8% | Added |
| Madison Park Capital Advisors, LLC | 11,507 | $5.84M | 5.63% | +11,507 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 11,450 | $5.81M | 0.68% | −24−0.2% | Reduced |
| Retirement Income Solutions, Inc | 11,419 | $5.79M | 1.44% | −241−2.1% | Reduced |
| Lincoln National Corp | 11,371 | $5.77M | 0.10% | +89+0.8% | Added |
| Colony Group, LLC | 11,286 | $5.73M | 0.08% | +11,286 | New |
| Journey Strategic Wealth LLC | 11,152 | $5.66M | 0.27% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 11,071 | $5.62M | 0.35% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 11,046 | $5.60M | 0.88% | −106−1.0% | Reduced |
| Peak Asset Management, LLC | 11,026 | $5.59M | 1.23% | −74−0.7% | Reduced |
| Hanover Advisors Inc | 10,986 | $5.57M | 2.72% | +10,986 | New |
| Latigo Investments, LLC | 10,962 | $5.56M | 3.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,751 | $5.46M | 0.08% | +168+1.6% | Added |
| Flow Traders U.S. LLC | 10,744 | $5.45M | 0.17% | −25,217−70.1% | Reduced |
| Cetera Investment Advisers | 10,609 | $5.38M | 0.04% | +2,113+24.9% | Added |
| Leavell Investment Management, Inc. | 10,516 | $5.36M | 0.34% | +3,484+49.5% | Added |
| TKG Advisors, LLC | 10,547 | $5.35M | 3.19% | +293+2.9% | Added |
| Bokf, NA | 10,369 | $5.26M | 0.10% | −389−3.6% | Reduced |
| Gries Financial LLC | 10,304 | $5.23M | 1.15% | −15−0.1% | Reduced |
| Firestone Capital Management | 10,281 | $5.22M | 1.61% | −31−0.3% | Reduced |
| First Horizon Advisors, Inc. | 10,185 | $5.17M | 0.17% | −1,758−14.7% | Reduced |
| Bridgeworth, LLC | 10,169 | $5.16M | 0.51% | −44−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 10,143 | $5.15M | 0.71% | −6−0.1% | Reduced |
| Callan Family Office, LLC | 10,128 | $5.14M | 1.27% | 00.0% | Unchanged |
| Bank of New Hampshire | 10,104 | $5.13M | 1.45% | −291−2.8% | Reduced |
| Lodestar Private Asset Management LLC | 10,038 | $5.09M | 0.78% | −31−0.3% | Reduced |
| Associated Banc-Corp | 10,031 | $5.09M | 0.18% | −301−2.9% | Reduced |
| RBF Capital, LLC | 10,000 | $5.07M | 0.32% | 00.0% | Unchanged |
| Central Trust Co | 9,883 | $5.01M | 0.13% | −198−2.0% | Reduced |
| Stephenson National Bank & Trust | 9,877 | $5.01M | 2.46% | +3,300+50.2% | Added |
| Sageworth Trust Co | 9,844 | $4.99M | 0.34% | −87−0.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,837 | $4.99M | 0.51% | −10,789−52.3% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.99M | 1.52% | 00.0% | Unchanged |
| Granite FO LLC | 9,831 | $4.99M | 3.34% | +1,033+11.7% | Added |
| Resonant Capital Advisors, LLC | 9,740 | $4.96M | 0.48% | −12−0.1% | Reduced |
| Motco | 9,663 | $4.90M | 0.31% | −51−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 9,628 | $4.89M | 0.06% | −412−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.79M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,350 | $4.74M | 0.04% | −16,001−63.1% | Reduced |
| Flputnam Investment Management Co | 9,252 | $4.69M | 0.11% | −1,117−10.8% | Reduced |
| Financial Engines Advisors L.L.C. | 9,121 | $4.65M | 0.01% | −464−4.8% | Reduced |
| Balboa Wealth Partners | 9,121 | $4.63M | 1.54% | −354−3.7% | Reduced |
| Sonata Capital Group Inc | 9,121 | $4.63M | 2.30% | −55−0.6% | Reduced |
| Court Place Advisors, LLC | 9,084 | $4.61M | 1.51% | +302+3.4% | Added |
| Mercer Global Advisors Inc | 8,814 | $4.47M | 0.01% | +22+0.3% | Added |
| G&S Capital LLC | 8,755 | $4.44M | 2.11% | +196+2.3% | Added |
| KMG Fiduciary Partners, LLC | 8,729 | $4.43M | 0.52% | −112−1.3% | Reduced |
| Allworth Financial LP | 8,652 | $4.39M | 0.03% | −46−0.5% | Reduced |
| Modera Wealth Management, LLC | 8,576 | $4.35M | 0.07% | −589−6.4% | Reduced |
| HSBC Holdings PLC | 8,543 | $4.34M | 0.00% | −12,193−58.8% | Reduced |
| Intrepid Financial Planning Group LLC | 8,496 | $4.31M | 2.06% | −378−4.3% | Reduced |
| AMG National Trust Bank | 8,446 | $4.29M | 0.13% | +95+1.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,406 | $4.28M | 0.12% | +126+1.5% | Added |
| CMG Global Holdings, LLC | 8,091 | $4.22M | 3.06% | −40−0.5% | Reduced |
| RVW Wealth, LLC | 8,263 | $4.19M | 0.46% | −473−5.4% | Reduced |
| Weil Company, Inc. | 8,262 | $4.19M | 1.84% | +7,404+862.9% | Added |
| Ti-Trust, Inc | 8,156 | $4.14M | 3.65% | +506+6.6% | Added |
| Highview Capital Management LLC | 8,118 | $4.12M | 2.19% | 00.0% | Unchanged |
| Evensky & Katz LLC | 8,082 | $4.10M | 0.31% | +21+0.3% | Added |
| Oppenheimer & Co Inc | 8,053 | $4.09M | 0.08% | −517−6.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,039 | $4.08M | 1.76% | −60−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 7,875 | $4.01M | 0.56% | +658+9.1% | Added |
| Barrett & Company, Inc. | 7,888 | $4.00M | 2.17% | −347−4.2% | Reduced |
| Keybank National Association | 7,880 | $4.00M | 0.02% | −362−4.4% | Reduced |
| Segment Wealth Management, LLC | 7,856 | $3.99M | 0.35% | −15−0.2% | Reduced |
| Wetherby Asset Management Inc | 7,823 | $3.97M | 0.21% | +559+7.7% | Added |
| Prospera Financial Services Inc | 7,804 | $3.96M | 0.13% | −1,658−17.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,790 | $3.95M | 0.25% | −60−0.8% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.94M | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.91M | 0.07% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $3.89M | 1.89% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,674 | $3.89M | 0.23% | +1,331+21.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,575 | $3.84M | 2.37% | −68−0.9% | Reduced |
| Perigon Wealth Management, LLC | 7,549 | $3.83M | 0.13% | +1,067+16.5% | Added |
| Bay Rivers Group | 7,529 | $3.82M | 2.40% | +126+1.7% | Added |
| Renaissance Investment Group LLC | 7,432 | $3.77M | 0.94% | −139−1.8% | Reduced |
| Texas Permanent School Fund | 7,424 | $3.77M | 0.03% | +3,687+98.7% | Added |
| Stock Yards Bank & Trust Co | 7,361 | $3.73M | 0.13% | −45−0.6% | Reduced |
| Salomon & Ludwin, LLC | 8,150 | $3.72M | 0.39% | 00.0% | Unchanged |
| Davis R M Inc | 7,319 | $3.71M | 0.09% | −64−0.9% | Reduced |
| Harbour Investments, Inc. | 7,263 | $3.69M | 0.15% | +116+1.6% | Added |
| Union Savings Bank | 7,078 | $3.59M | 2.04% | 00.0% | Unchanged |