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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 7,051 | $3.58M | 0.15% | +1,710+32.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,111 | $3.56M | 1.49% | +523+7.9% | Added |
| Resources Investment Advisors, LLC. | 6,958 | $3.53M | 0.06% | −175−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 6,925 | $3.51M | 0.03% | −2,055−22.9% | Reduced |
| Veracity Capital LLC | 6,907 | $3.50M | 1.41% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 6,895 | $3.50M | 2.60% | +6,895 | New |
| Haverford Trust Co | 6,816 | $3.46M | 0.04% | −1,825−21.1% | Reduced |
| North Star Investment Management Corp. | 6,772 | $3.44M | 0.26% | +236+3.6% | Added |
| Midwest Financial Group LLC | 6,723 | $3.41M | 2.55% | −315−4.5% | Reduced |
| Ieq Capital, LLC | 6,721 | $3.41M | 0.06% | −182−2.6% | Reduced |
| Bailard, Inc. | 6,720 | $3.41M | 0.10% | +20.0% | Added |
| Hudson Valley Investment Advisors Inc | 6,787 | $3.40M | 0.47% | −1,226−15.3% | Reduced |
| Fifth Third Bancorp | 6,685 | $3.39M | 0.01% | −27−0.4% | Reduced |
| Boston Private Wealth LLC | 6,673 | $3.39M | 0.08% | −5,831−46.6% | Reduced |
| Glen Eagle Advisors, LLC | 6,660 | $3.38M | 0.70% | +126+1.9% | Added |
| Summit Wealth Partners, LLC | 6,594 | $3.35M | 0.78% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,536 | $3.32M | 0.86% | −485−6.9% | Reduced |
| Fiduciary Trust Co | 6,507 | $3.30M | 0.06% | −75−1.1% | Reduced |
| Apollon Wealth Management, LLC | 6,494 | $3.30M | 0.11% | +137+2.2% | Added |
| Relative Value Partners Group, LLC | 6,467 | $3.28M | 0.20% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 6,459 | $3.28M | 2.90% | +6,459 | New |
| Ballentine Partners, LLC | 6,438 | $3.27M | 0.07% | −250−3.7% | Reduced |
| Bristlecone Advisors, LLC | 6,364 | $3.23M | 0.33% | +44+0.7% | Added |
| Synovus Financial Corp | 6,321 | $3.21M | 0.05% | +116+1.9% | Added |
| Paladin Advisory Group, LLC | 6,314 | $3.20M | 2.64% | −445−6.6% | Reduced |
| Charter Research & Investment Group, Inc. | 6,307 | $3.20M | 2.66% | +12+0.2% | Added |
| Sepio Capital, LP | 6,300 | $3.20M | 0.27% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,219 | $3.16M | 0.13% | +2,621+72.8% | Added |
| RSM US Wealth Management LLC | 6,111 | $3.10M | 0.08% | +3,892+175.4% | Added |
| Lionsbridge Wealth Management LLC | 6,050 | $3.07M | 2.45% | +222+3.8% | Added |
| Sabal Trust CO | 6,022 | $3.06M | 0.19% | +4,486+292.1% | Added |
| Johnson Financial Group, Inc. | 5,900 | $3.00M | 0.16% | +1,715+41.0% | Added |
| Equitable Holdings, Inc. | 5,888 | $2.99M | 0.04% | −14−0.2% | Reduced |
| Keystone Financial Group | 5,857 | $2.97M | 0.52% | −452−7.2% | Reduced |
| Whalerock Point Partners, LLC | 5,849 | $2.97M | 0.92% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,848 | $2.97M | 0.44% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,684 | $2.88M | 0.00% | +2,869+101.9% | Added |
| Silvercrest Asset Management Group LLC | 5,684 | $2.88M | 0.02% | −32−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,683 | $2.88M | 0.11% | −283−4.7% | Reduced |
| Naples Global Advisors, LLC | 5,585 | $2.84M | 0.31% | −110−1.9% | Reduced |
| Regents of the University of California | 5,600 | $2.84M | 0.36% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,581 | $2.83M | 0.03% | +5,077+1,007.3% | Added |
| St. Johns Investment Management Company, LLC | 5,578 | $2.83M | 1.45% | −7−0.1% | Reduced |
| Audent Global Asset Management, LLC | 5,538 | $2.81M | 3.35% | +640+13.1% | Added |
| IFG Advisory, LLC | 5,529 | $2.81M | 0.21% | −37−0.7% | Reduced |
| Pegasus Asset Management, Inc. | 5,520 | $2.80M | 1.20% | −330−5.6% | Reduced |
| Matrix Asset Advisors Inc | 5,499 | $2.79M | 0.35% | −16−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,469 | $2.78M | 0.17% | +139+2.6% | Added |
| Breakwater Capital Group | 5,463 | $2.76M | 0.78% | +340+6.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,420 | $2.75M | 0.19% | −354−6.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,341 | $2.71M | 0.32% | −17−0.3% | Reduced |
| Greenleaf Trust | 5,340 | $2.71M | 0.03% | +452+9.2% | Added |
| Adviser Investments LLC | 5,320 | $2.70M | 0.04% | +539+11.3% | Added |
| Sterling Investment Advisors, Ltd. | 5,295 | $2.69M | 0.84% | +49+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,339 | $2.66M | 0.03% | −236−4.2% | Reduced |
| PFG Advisors | 5,218 | $2.65M | 0.21% | +1,776+51.6% | Added |
| Miller Investment Management, LP | 5,201 | $2.64M | 0.38% | +5,201 | New |
| Shoker Investment Counsel, Inc. | 5,171 | $2.62M | 1.01% | −63−1.2% | Reduced |
| Argent Trust Co | 5,147 | $2.61M | 0.13% | −25−0.5% | Reduced |
| Global Retirement Partners, LLC | 5,275 | $2.61M | 0.11% | +63+1.2% | Added |
| Meridian Wealth Management, LLC | 5,144 | $2.61M | 0.17% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 5,135 | $2.61M | 0.69% | −365−6.6% | Reduced |
| Private Trust Co NA | 5,012 | $2.54M | 0.30% | −4−0.1% | Reduced |
| Keeley-Teton Advisors, LLC | 5,009 | $2.54M | 0.33% | +720+16.8% | Added |
| Gilman Hill Asset Management, LLC | 5,001 | $2.54M | 0.48% | −30−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,997 | $2.54M | 0.15% | +10.0% | Added |
| Vanguard Group Inc | 4,987 | $2.53M | 0.00% | +50+1.0% | Added |
| Winthrop Advisory Group LLC | 4,945 | $2.51M | 0.39% | 00.0% | Unchanged |
| Man Group plc | 4,937 | $2.50M | 0.01% | +4,937 | New |
| Buckingham Strategic Partners | 4,936 | $2.50M | 0.12% | +573+13.1% | Added |
| National Asset Management, Inc. | 4,909 | $2.50M | 0.07% | −115−2.3% | Reduced |
| Focus Financial Network Inc | 4,850 | $2.47M | 0.09% | +4,850 | New |
| Millennium Management LLC | 4,867 | $2.47M | 0.00% | +3,748+334.9% | Added |
| Merit Financial Group, LLC | 4,858 | $2.46M | 0.07% | −122−2.4% | Reduced |
| Courier Capital LLC | 4,857 | $2.46M | 0.19% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,848 | $2.46M | 0.49% | +17+0.4% | Added |
| Coastline Trust Co | 4,836 | $2.45M | 0.33% | +366+8.2% | Added |
| Signature Securities Group Corporation | 4,815 | $2.45M | 0.78% | +1,061+28.3% | Added |
| Inspire Trust Co, N.A. | 4,832 | $2.45M | 2.53% | +4,832 | New |
| Spinnaker Trust | 4,764 | $2.42M | 0.16% | −20.0% | Reduced |
| Point72 Europe (London) LLP | 4,738 | $2.40M | 0.30% | +4,738 | New |
| Belpointe Asset Management LLC | 4,726 | $2.40M | 0.21% | +3,507+287.7% | Added |
| New England Private Wealth Advisors LLC | 4,720 | $2.39M | 0.44% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,713 | $2.39M | 0.75% | +87+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,700 | $2.38M | 0.01% | +828+21.4% | Added |
| Paulson Wealth Management Inc. | 4,679 | $2.37M | 0.76% | +708+17.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,656 | $2.36M | 1.27% | +88+1.9% | Added |
| Baron Financial Group, LLC | 4,613 | $2.34M | 1.49% | −139−2.9% | Reduced |
| Hoylecohen, LLC | 4,587 | $2.33M | 0.19% | +6+0.1% | Added |
| GWM Advisors LLC | 4,607 | $2.32M | 0.02% | +2,124+85.5% | Added |
| Precedent Wealth Partners, LLC | 4,573 | $2.32M | 1.18% | +4,573 | New |
| West Paces Advisors Inc. | 4,562 | $2.31M | 0.65% | 00.0% | Unchanged |
| Diversified Trust Co | 4,543 | $2.31M | 0.08% | +84+1.9% | Added |
| All Terrain Financial Advisors, LLC | 4,540 | $2.30M | 1.06% | −159−3.4% | Reduced |
| ZWJ Investment Counsel Inc | 4,516 | $2.29M | 0.12% | +17+0.4% | Added |
| Summit Financial, LLC | 4,495 | $2.29M | 0.15% | +9+0.2% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.28M | 0.65% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,500 | $2.28M | 0.04% | +633+16.4% | Added |
| Davidson Trust Co | 4,495 | $2.28M | 1.47% | 00.0% | Unchanged |
| Woodstock Corp | 4,487 | $2.28M | 0.26% | 00.0% | Unchanged |