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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 2,884 | $1.47M | 0.12% | +1,020+54.7% | Added |
| Nwam LLC | 2,884 | $1.46M | 0.12% | −424−12.8% | Reduced |
| AlTi Global, Inc. | 2,849 | $1.45M | 0.04% | +2,849 | New |
| Scotia Capital Inc. | 2,855 | $1.45M | 0.01% | +194+7.3% | Added |
| Providence First Trust Co | 2,831 | $1.44M | 0.71% | −50−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,831 | $1.44M | 0.32% | +625+28.3% | Added |
| Advus Financial Partners, LLC | 2,810 | $1.43M | 0.70% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.41M | 0.19% | −24−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 2,755 | $1.40M | 0.05% | +39+1.4% | Added |
| Harbor Advisory Corp | 2,743 | $1.39M | 0.50% | −1,552−36.1% | Reduced |
| GEM Asset Management, LLC | 2,724 | $1.38M | 0.96% | −529−16.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,713 | $1.38M | 0.03% | −100−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,709 | $1.37M | 0.31% | −178−6.2% | Reduced |
| Bremer Bank National Association | 2,697 | $1.37M | 0.26% | −47−1.7% | Reduced |
| Disciplined Investments, LLC | 2,688 | $1.36M | 0.80% | −444−14.2% | Reduced |
| Thrivent Financial for Lutherans | 2,672 | $1.36M | 0.00% | +1,334+99.7% | Added |
| Beaumont Financial Advisors, LLC | 2,660 | $1.35M | 0.12% | −20−0.7% | Reduced |
| High Falls Advisors, Inc | 2,637 | $1.34M | 0.36% | 00.0% | Unchanged |
| Change Path, LLC | 2,618 | $1.33M | 0.09% | −68−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.32M | 0.16% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,597 | $1.32M | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,596 | $1.32M | 0.04% | +201+8.4% | Added |
| Congress Asset Management Co | 2,594 | $1.32M | 0.01% | +2,105+430.5% | Added |
| Zions Bancorporation, N.A. | 2,583 | $1.31M | 0.09% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.28M | 0.10% | +2+0.1% | Added |
| Blue Fin Capital, Inc. | 2,504 | $1.27M | 0.33% | +710+39.6% | Added |
| Baker Avenue Asset Management, LP | 2,503 | $1.27M | 0.06% | +58+2.4% | Added |
| ARK & TLK Investments, LLC | 2,499 | $1.27M | 0.51% | +2,499 | New |
| Financial Network Wealth Management LLC | 2,500 | $1.27M | 0.55% | +2,500 | New |
| CX Institutional | 2,493 | $1.26M | 0.07% | +21+0.8% | Added |
| Middleton & Co Inc | 2,461 | $1.25M | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 2,491 | $1.25M | 0.04% | −357−12.5% | Reduced |
| CIC Wealth, LLC | 2,439 | $1.24M | 0.39% | +3+0.1% | Added |
| Cozad Asset Management Inc | 2,403 | $1.22M | 0.14% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,402 | $1.22M | 0.26% | −57−2.3% | Reduced |
| Wedbush Securities Inc | 2,356 | $1.20M | 0.05% | +176+8.1% | Added |
| Lyell Wealth Management, LP | 2,352 | $1.19M | 0.14% | −83−3.4% | Reduced |
| Becker Capital Management Inc | 2,334 | $1.19M | 0.04% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 2,335 | $1.19M | 0.05% | +133+6.0% | Added |
| Howe & Rusling Inc | 2,325 | $1.18M | 0.13% | +6+0.3% | Added |
| ARS Investment Partners, LLC | 2,314 | $1.17M | 0.13% | +11+0.5% | Added |
| TruWealth Advisors, LLC | 2,309 | $1.17M | 0.09% | −75−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 2,292 | $1.16M | 0.08% | +20+0.9% | Added |
| Choate Investment Advisors | 2,265 | $1.15M | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,262 | $1.15M | 0.03% | −176−7.2% | Reduced |
| 9258 Wealth Management, LLC | 2,251 | $1.14M | 0.20% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,249 | $1.14M | 1.03% | +565+33.6% | Added |
| Robertson Stephens Wealth Management, LLC | 2,218 | $1.13M | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,224 | $1.13M | 0.10% | −20−0.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,220 | $1.13M | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,213 | $1.12M | 0.01% | +887+66.9% | Added |
| Schonfeld Strategic Advisors LLC | 2,198 | $1.12M | 0.01% | +165+8.1% | Added |
| Independent Financial Group, LLC | 2,183 | $1.11M | 0.06% | −358−14.1% | Reduced |
| Warner Financial, Inc | 2,182 | $1.11M | 0.62% | +21+1.0% | Added |
| SOL Capital Management CO | 2,145 | $1.09M | 0.15% | −330−13.3% | Reduced |
| United Bank | 2,128 | $1.08M | 0.14% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,122 | $1.08M | 0.41% | −352−14.2% | Reduced |
| Walden Wealth Partners LLC | 2,122 | $1.08M | 0.68% | +2,122 | New |
| Capital Investment Advisory Services, LLC | 2,104 | $1.07M | 0.10% | +19+0.9% | Added |
| Bradley Foster & Sargent Inc | 2,101 | $1.07M | 0.02% | +286+15.8% | Added |
| Frank, Rimerman Advisors LLC | 2,099 | $1.07M | 0.22% | +185+9.7% | Added |
| Taylor Financial Group, Inc. | 2,099 | $1.06M | 0.88% | +2,099 | New |
| White Pine Investment CO | 2,076 | $1.05M | 0.34% | −222−9.7% | Reduced |
| Pacific Financial Group Inc | 2,066 | $1.05M | 0.78% | +74+3.7% | Added |
| Essex Financial Services, Inc. | 2,054 | $1.04M | 0.11% | +65+3.3% | Added |
| Glassman Wealth Services | 2,049 | $1.04M | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,048 | $1.04M | 0.06% | +118+6.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,047 | $1.04M | 0.28% | −25−1.2% | Reduced |
| InterOcean Capital Group, LLC | 2,045 | $1.04M | 0.03% | −30−1.4% | Reduced |
| Sachetta, LLC | 2,043 | $1.04M | 0.49% | +2,043 | New |
| Clear Harbor Asset Management, LLC | 2,032 | $1.03M | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.03M | 0.42% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,019 | $1.02M | 0.73% | +2,019 | New |
| STAR Financial Bank | 2,005 | $1.02M | 0.93% | −27−1.3% | Reduced |
| Beacon Financial Advisory LLC | 2,000 | $1.01M | 0.49% | −105−5.0% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.01M | 0.61% | −100−4.8% | Reduced |
| Stratos Wealth Advisors, LLC | 1,983 | $1.01M | 0.06% | +140+7.6% | Added |
| Mason Investment Advisory Services, Inc. | 1,980 | $1.00M | 0.07% | −48−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,979 | $1.00M | 0.04% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,976 | $1.00M | 0.74% | +595+43.1% | Added |
| Frisch Financial Group, Inc. | 1,973 | $1.00M | 0.38% | +7+0.4% | Added |
| Bill Few Associates, Inc. | 1,970 | $999.5K | 0.46% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2,019 | $999.1K | 0.42% | +2,019 | New |
| LCNB Corp | 1,965 | $997.0K | 0.39% | +190+10.7% | Added |
| Forza Wealth Management, LLC | 1,960 | $994.5K | 0.55% | −180−8.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,959 | $994.0K | 0.03% | +251+14.7% | Added |
| Evanson Asset Management, LLC | 1,932 | $980.3K | 0.08% | +6+0.3% | Added |
| Maltin Wealth Management, Inc. | 1,929 | $978.8K | 0.62% | +6+0.3% | Added |
| Snowden Capital Advisors LLC | 1,922 | $975.1K | 0.04% | +1,410+275.4% | Added |
| Tompkins Financial Corp | 1,904 | $966.1K | 0.12% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,953 | $964.6K | 0.29% | +1,953 | New |
| Private Wealth Group, LLC | 1,887 | $957.4K | 0.54% | 00.0% | Unchanged |
| Putnam Investments LLC | 1,875 | $951.3K | 0.00% | −1,986−51.4% | Reduced |
| Prosperity Planning, Inc. | 1,866 | $946.8K | 0.35% | −8−0.4% | Reduced |
| SFM, LLC | 1,866 | $946.8K | 0.78% | +1,866 | New |
| LaSalle St. Investment Advisors, LLC | 1,863 | $945.6K | 0.63% | +6+0.3% | Added |
| Moors & Cabot, Inc. | 1,846 | $936.6K | 0.06% | +146+8.6% | Added |
| FF Advisors,LLC | 1,840 | $933.6K | 0.78% | +1,840 | New |
| Jennison Associates LLC | 1,835 | $931.3K | 0.00% | +1,002+120.3% | Added |
| BancorpSouth Bank | 1,826 | $926.5K | 0.08% | 00.0% | Unchanged |