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 |
|---|---|---|---|---|---|
| Graypoint LLC | 4,480 | $2.27M | 0.18% | +490+12.3% | Added |
| Wolverine Trading, LLC | 4,412 | $2.24M | 0.02% | −38,151−89.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,398 | $2.23M | 0.17% | +2,164+96.9% | Added |
| AE Wealth Management LLC | 4,409 | $2.22M | 0.01% | −6,076−57.9% | Reduced |
| Sage Financial Management Group, Inc. | 4,381 | $2.22M | 1.19% | −108−2.4% | Reduced |
| Element Wealth, LLC | 4,346 | $2.21M | 1.38% | −71−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,343 | $2.20M | 0.58% | +1,123+34.9% | Added |
| TD Waterhouse Canada Inc. | 4,236 | $2.19M | 0.02% | +344+8.8% | Added |
| NorthRock Partners, LLC | 4,260 | $2.17M | 0.09% | +1,526+55.8% | Added |
| Tower View Investment Management & Research LLC | 4,263 | $2.16M | 1.34% | +55+1.3% | Added |
| Cambridge Trust Co | 4,257 | $2.16M | 0.09% | +308+7.8% | Added |
| Venturi Wealth Management, LLC | 4,247 | $2.15M | 0.15% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,197 | $2.14M | 0.07% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 4,183 | $2.12M | 0.29% | +4,183 | New |
| Wade G W & Inc | 4,180 | $2.12M | 0.07% | +10.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.11M | 0.64% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,145 | $2.10M | 0.98% | −10−0.2% | Reduced |
| Cambridge Advisors Inc. | 4,109 | $2.08M | 0.52% | 00.0% | Unchanged |
| Umb Bank N A | 4,085 | $2.07M | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,054 | $2.06M | 0.04% | −31−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,964 | $2.01M | 0.03% | +1,610+68.4% | Added |
| Old Second National Bank of Aurora | 3,964 | $2.01M | 0.55% | +219+5.8% | Added |
| Soltis Investment Advisors LLC | 3,958 | $2.01M | 0.23% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,948 | $2.00M | 1.50% | +1,666+73.0% | Added |
| Revolve Wealth Partners, LLC | 3,942 | $2.00M | 0.39% | −51−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,933 | $2.00M | 0.06% | +226+6.1% | Added |
| WealthBridge Capital Management, LLC | 3,932 | $2.00M | 0.75% | +71+1.8% | Added |
| Eldridge Investment Advisors, Inc. | 3,911 | $1.99M | 0.52% | −23−0.6% | Reduced |
| Cannon Global Investment Management, LLC | 3,900 | $1.98M | 14.85% | +3,900 | New |
| American Institute for Advanced Investment Management, LLP | 3,893 | $1.98M | 1.74% | −28−0.7% | Reduced |
| Intelligent Financial Strategies | 3,857 | $1.96M | 1.37% | +6+0.2% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.95M | 0.12% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3,832 | $1.94M | 0.96% | +23+0.6% | Added |
| Advisory Services Network, LLC | 3,816 | $1.94M | 0.05% | −380−9.1% | Reduced |
| Jordan Park Group LLC | 3,810 | $1.93M | 0.13% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,799 | $1.93M | 0.03% | +3,799 | New |
| David Loasby | 3,853 | $1.91M | 0.21% | +3,137+438.1% | Added |
| Crescent Sterling, Ltd. | 3,705 | $1.88M | 1.87% | +43+1.2% | Added |
| Harvest Investment Services, LLC | 3,682 | $1.87M | 0.86% | +1,627+79.2% | Added |
| Investment Advisory Group, LLC | 3,660 | $1.86M | 0.85% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,655 | $1.85M | 0.78% | 00.0% | Unchanged |
| Atria Investments LLC | 3,642 | $1.85M | 0.03% | +998+37.7% | Added |
| Embree Financial Group | 3,640 | $1.85M | 0.39% | +3,640 | New |
| Meridian Financial, LLC | 3,636 | $1.85M | 1.45% | +224+6.6% | Added |
| Moloney Securities Asset Management, LLC | 3,590 | $1.82M | 0.29% | +46+1.3% | Added |
| Northern Oak Wealth Management Inc | 3,586 | $1.82M | 0.22% | −30−0.8% | Reduced |
| Congress Wealth Management LLC | 3,548 | $1.80M | 0.03% | +2,437+219.4% | Added |
| TSFG, LLC | 3,529 | $1.79M | 0.56% | −20−0.6% | Reduced |
| Northwest Bancshares, Inc. | 3,526 | $1.79M | 0.33% | −241−6.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.78M | 0.57% | −85−2.4% | Reduced |
| Tiemann Investment Advisors, LLC | 3,516 | $1.78M | 0.87% | +122+3.6% | Added |
| Deutsche Bank AG | 3,498 | $1.77M | 0.00% | +803+29.8% | Added |
| Freestone Capital Holdings, LLC | 3,472 | $1.76M | 0.08% | −58−1.6% | Reduced |
| Integrated Advisors Network LLC | 3,457 | $1.75M | 0.10% | +590+20.6% | Added |
| Connectus Wealth, LLC | 3,430 | $1.74M | 0.04% | −4−0.1% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.73M | 0.21% | 00.0% | Unchanged |
| Farrow Financial Inc. | 3,408 | $1.73M | 1.30% | +3,408 | New |
| Lake Street Advisors Group, LLC | 3,396 | $1.73M | 0.09% | +3,396 | New |
| Paragon Capital Management Ltd | 3,400 | $1.73M | 0.35% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,393 | $1.72M | 0.17% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,393 | $1.72M | 0.95% | +720+26.9% | Added |
| Wesbanco Bank Inc | 3,386 | $1.72M | 0.10% | −10.0% | Reduced |
| Kelman-Lazarov, Inc. | 3,384 | $1.72M | 0.37% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,381 | $1.72M | 0.59% | +10.0% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.71M | 0.32% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,373 | $1.71M | 1.21% | +3,373 | New |
| Compass Wealth Management LLC | 3,363 | $1.71M | 0.48% | −158−4.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,356 | $1.70M | 0.52% | −507−13.1% | Reduced |
| GenTrust, LLC | 3,342 | $1.70M | 0.11% | −161−4.6% | Reduced |
| TD Private Client Wealth LLC | 3,327 | $1.69M | 0.06% | +407+13.9% | Added |
| Sunflower Bank, N.A. | 3,322 | $1.69M | 0.38% | −98−2.9% | Reduced |
| Oxford Financial Group Ltd | 3,319 | $1.68M | 0.12% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,309 | $1.68M | 0.00% | +289+9.6% | Added |
| McKinley Carter Wealth Services, Inc. | 3,267 | $1.66M | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,240 | $1.64M | 0.15% | −216−6.3% | Reduced |
| Altfest L J & Co Inc | 3,213 | $1.63M | 0.24% | +1,171+57.3% | Added |
| Cyndeo Wealth Partners, LLC | 3,187 | $1.62M | 0.15% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,172 | $1.62M | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,166 | $1.61M | 0.00% | −4,460−58.5% | Reduced |
| Regions Financial Corp | 3,166 | $1.61M | 0.01% | −24−0.8% | Reduced |
| Founders Financial Securities LLC | 3,158 | $1.60M | 0.18% | +72+2.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,150 | $1.60M | 0.80% | +1,060+50.7% | Added |
| Mathes Company, Inc. | 3,150 | $1.60M | 0.66% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,138 | $1.59M | 0.04% | +146+4.9% | Added |
| Allred Capital Management, LLC | 3,132 | $1.59M | 0.69% | +3,132 | New |
| Darrow Company, Inc. | 3,128 | $1.59M | 1.22% | −389−11.1% | Reduced |
| Wunderlich Capital Managemnt | 3,114 | $1.58M | 0.71% | −37−1.2% | Reduced |
| L.M. Kohn & Company | 3,097 | $1.57M | 0.50% | +15+0.5% | Added |
| Aspiriant, LLC | 3,071 | $1.56M | 0.07% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,062 | $1.55M | 1.02% | −48−1.5% | Reduced |
| GM Advisory Group, Inc. | 3,037 | $1.54M | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,985 | $1.51M | 0.06% | −34−1.1% | Reduced |
| Horizon Investments, LLC | 2,979 | $1.51M | 0.04% | −45−1.5% | Reduced |
| International Assets Investment Management, LLC | 2,968 | $1.51M | 0.19% | −228−7.1% | Reduced |
| XML Financial, LLC | 2,958 | $1.50M | 0.16% | −10.0% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.49M | 0.20% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,917 | $1.48M | 0.57% | +2+0.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,912 | $1.48M | 0.89% | +2,912 | New |
| Sentinel Trust Co Lba | 2,903 | $1.47M | 0.19% | +1,700+141.3% | Added |
| Financial Services Advisory Inc | 2,894 | $1.47M | 0.42% | +2,894 | New |