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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 1,819 | $923.6K | 0.22% | +2+0.1% | Added |
| BKD Wealth Advisors, LLC | 1,804 | $915.3K | 0.03% | +77+4.5% | Added |
| Valmark Advisers, Inc. | 1,791 | $908.6K | 0.02% | +139+8.4% | Added |
| Howland Capital Management LLC | 1,777 | $905.0K | 0.05% | −100−5.3% | Reduced |
| Parsons Capital Management Inc | 1,781 | $903.6K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,777 | $901.6K | 0.07% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,772 | $898.9K | 0.04% | +2+0.1% | Added |
| Journey Advisory Group, LLC | 1,752 | $888.9K | 0.12% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,945 | $888.3K | 0.53% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,748 | $887.1K | 0.24% | −165−8.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,737 | $884.4K | 0.19% | 00.0% | Unchanged |
| Lynch & Associates | 1,740 | $882.8K | 0.21% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,734 | $879.8K | 0.07% | +100+6.1% | Added |
| RFG Advisory, LLC | 1,728 | $876.5K | 0.03% | −625−26.6% | Reduced |
| Old Mission Capital LLC | 1,720 | $872.7K | 0.02% | −1,080−38.6% | Reduced |
| Rockland Trust Co | 1,712 | $868.6K | 0.05% | −283−14.2% | Reduced |
| Peak Planning Group, LLC | 1,706 | $865.8K | 0.62% | −25−1.4% | Reduced |
| HM Payson & Co | 1,701 | $863.1K | 0.02% | −451−21.0% | Reduced |
| M. Kraus & Co | 1,700 | $862.5K | 0.28% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,677 | $850.9K | 0.06% | +1,677 | New |
| Arkadios Wealth Advisors | 1,673 | $848.7K | 0.07% | −15−0.9% | Reduced |
| Legacy Private Trust Co. | 1,666 | $845.3K | 0.07% | 00.0% | Unchanged |
| Viawealth, LLC | 1,662 | $843.3K | 0.58% | −379−18.6% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $839.7K | 0.09% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,649 | $836.5K | 0.14% | +262+18.9% | Added |
| Quadrant Capital Group LLC | 1,642 | $833.1K | 0.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,640 | $832.1K | 0.05% | +80+5.1% | Added |
| Petix & Botte Co | 1,640 | $832.1K | 0.24% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,639 | $831.6K | 0.03% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,633 | $828.6K | 0.35% | −39−2.3% | Reduced |
| Harmony Asset Management LLC | 1,629 | $826.5K | 0.35% | +1,629 | New |
| TownSquare Capital, LLC | 1,619 | $821.6K | 0.01% | −3,997−71.2% | Reduced |
| Cordatus Wealth Management LLC | 1,615 | $819.0K | 0.68% | +1,615 | New |
| Gator Capital Management, LLC | 1,607 | $815.4K | 0.45% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,607 | $815.3K | 0.08% | +1+0.1% | Added |
| Andrews, Lucia Wealth Management LLC | 1,603 | $813.5K | 0.63% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,589 | $806.2K | 0.07% | −10−0.6% | Reduced |
| Coldstream Capital Management Inc | 1,587 | $805.2K | 0.02% | −37−2.3% | Reduced |
| Crestwood Advisors Group LLC | 1,565 | $794.0K | 0.02% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,560 | $791.5K | 0.11% | −10−0.6% | Reduced |
| Tritonpoint Wealth, LLC | 1,552 | $790.4K | 0.08% | +1,552 | New |
| Halpern Financial, Inc. | 1,593 | $787.2K | 0.24% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,551 | $786.9K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,546 | $784.4K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $783.9K | 0.26% | 00.0% | Unchanged |
| Triumph Capital Management | 1,539 | $780.7K | 0.33% | −13−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,534 | $778.5K | 0.01% | +440+40.2% | Added |
| American Money Management, LLC | 1,534 | $778.3K | 0.18% | −50−3.2% | Reduced |
| Brighton Jones LLC | 1,523 | $773.0K | 0.03% | +71+4.9% | Added |
| Hilltop Holdings Inc. | 1,520 | $771.2K | 0.09% | +15+1.0% | Added |
| Cornerstone Wealth Management, LLC | 1,518 | $770.1K | 0.07% | −66−4.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,515 | $768.7K | 1.40% | +1,515 | New |
| Vista Investment Management | 1,512 | $767.2K | 0.36% | −15−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,510 | $766.3K | 0.15% | +90+6.3% | Added |
| Bank of Hawaii | 1,510 | $766.1K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $762.1K | 0.33% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,488 | $754.9K | 0.00% | +170+12.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,469 | $747.2K | 0.08% | +170+13.1% | Added |
| First Western Trust Bank | 1,443 | $732.1K | 0.04% | −429−22.9% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $729.1K | 0.49% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,434 | $727.8K | 0.12% | 00.0% | Unchanged |
| Bank of Stockton | 1,453 | $726.8K | 0.24% | −165−10.2% | Reduced |
| McGuire Investment Group, LLC | 1,417 | $719.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,406 | $715.9K | 0.20% | +59+4.4% | Added |
| Pettinga Financial Advisors, LLC | 1,403 | $711.9K | 0.19% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $710.3K | 0.65% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,395 | $708.0K | 0.42% | −4−0.3% | Reduced |
| Holistic Financial Partners | 1,395 | $707.9K | 0.43% | +4+0.3% | Added |
| Grimes & Company, Inc. | 1,394 | $707.3K | 0.02% | +5+0.4% | Added |
| LM Advisors LLC | 1,391 | $705.8K | 0.14% | +1,391 | New |
| Leisure Capital Management | 1,390 | $705.3K | 0.38% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $703.2K | 0.21% | +1,386 | New |
| Fca Corp | 1,380 | $700.2K | 0.24% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,379 | $699.6K | 0.41% | +30+2.2% | Added |
| Seelaus Asset Management LLC | 1,369 | $694.6K | 0.68% | 00.0% | Unchanged |
| Park National Corp | 1,367 | $693.6K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,366 | $693.1K | 0.02% | −4,421−76.4% | Reduced |
| Round Rock Advisors, LLC | 1,358 | $688.8K | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,348 | $684.0K | 0.00% | −127−8.6% | Reduced |
| River Wealth Advisors LLC | 1,338 | $678.9K | 0.11% | −19−1.4% | Reduced |
| Brinker Capital Investments, LLC | 1,346 | $675.2K | 0.01% | +309+29.8% | Added |
| Orion Portfolio Solutions, LLC | 1,346 | $675.2K | 0.01% | +309+29.8% | Added |
| Neumann Capital Management, LLC | 1,320 | $669.7K | 0.27% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,319 | $669.2K | 0.22% | +540+69.3% | Added |
| Ellerson Group Inc | 1,312 | $665.7K | 0.58% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,303 | $661.2K | 0.45% | −142−9.8% | Reduced |
| Hyperion Partners, LLC | 1,279 | $648.7K | 0.51% | +5+0.4% | Added |
| GSB Wealth Management, LLC | 1,275 | $646.9K | 0.20% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,268 | $643.4K | 0.07% | −18−1.4% | Reduced |
| Headlands Technologies LLC | 1,268 | $643.4K | 0.19% | +973+329.8% | Added |
| Bleakley Financial Group, LLC | 1,261 | $640.0K | 0.02% | +204+19.3% | Added |
| Aspen Investment Management Inc | 1,258 | $638.0K | 0.36% | −25−1.9% | Reduced |
| Two Sigma Securities, LLC | 1,254 | $636.3K | 0.03% | −7,292−85.3% | Reduced |
| Avalon Trust Co | 1,254 | $636.3K | 0.06% | +1,254 | New |
| Orgel Wealth Management, LLC | 1,251 | $634.7K | 0.02% | +4+0.3% | Added |
| Smithfield Trust Co | 1,250 | $634.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $633.0K | 0.16% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,244 | $631.0K | 0.26% | +3+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,241 | $629.7K | 0.06% | +50+4.2% | Added |
| Centaurus Financial, Inc. | 1,240 | $629.0K | 0.05% | −64−4.9% | Reduced |