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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,239 | $628.6K | 0.04% | +152+14.0% | Added |
| McIlrath & Eck, LLC | 1,237 | $627.5K | 0.11% | −25−2.0% | Reduced |
| Parcion Private Wealth LLC | 1,224 | $621.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $618.4K | 0.05% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,218 | $617.9K | 0.47% | +1,218 | New |
| Roberts Glore & Co Inc | 1,211 | $614.4K | 0.19% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,202 | $609.9K | 0.16% | +598+99.0% | Added |
| Independent Advisor Alliance | 1,200 | $608.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,195 | $606.4K | 0.13% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,186 | $601.5K | 0.02% | −10−0.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,183 | $600.2K | 0.15% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,182 | $599.7K | 0.05% | −1,421−54.6% | Reduced |
| Foundations Investment Advisors, LLC | 1,185 | $599.0K | 0.02% | +383+47.8% | Added |
| L & S Advisors Inc | 1,176 | $596.7K | 0.07% | −51−4.2% | Reduced |
| Western Wealth Management, LLC | 1,170 | $593.6K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,169 | $593.1K | 0.06% | −5−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $592.1K | 0.04% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,166 | $591.6K | 0.57% | +1,166 | New |
| Kaydan Wealth Management, Inc. | 1,161 | $589.1K | 0.24% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $588.6K | 0.18% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,158 | $587.5K | 0.30% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,145 | $581.0K | 0.07% | +1,145 | New |
| SJA Financial Advisory, LLC | 1,144 | $580.4K | 0.45% | −6−0.5% | Reduced |
| German American Bancorp, Inc. | 1,142 | $579.7K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $578.4K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,137 | $576.9K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $575.4K | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,128 | $572.3K | 0.06% | +1,128 | New |
| Samalin Investment Counsel, LLC | 1,121 | $569.0K | 0.29% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,120 | $568.3K | 0.36% | −10−0.9% | Reduced |
| Wealth Advisory Solutions, LLC | 1,114 | $565.2K | 0.20% | −1,114−50.0% | Reduced |
| Fortress Wealth Group, LLC | 1,123 | $563.2K | 0.34% | −160−12.5% | Reduced |
| First County Bank | 1,110 | $563.2K | 0.27% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,102 | $559.1K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,101 | $558.6K | 0.05% | +432+64.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $558.1K | 0.02% | +1,100 | New |
| Advisors Capital Management, LLC | 1,098 | $557.0K | 0.01% | 00.0% | Unchanged |
| Legacy Trust | 1,096 | $556.1K | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,091 | $555.6K | 0.09% | −15−1.4% | Reduced |
| Brookstone Capital Management | 1,093 | $554.5K | 0.01% | −6−0.5% | Reduced |
| Apella Capital, LLC | 1,124 | $554.5K | 0.03% | +2+0.2% | Added |
| Baystate Wealth Management LLC | 1,092 | $554.5K | 0.04% | −4−0.4% | Reduced |
| D.A. Davidson & Co. | 1,087 | $551.7K | 0.01% | −105−8.8% | Reduced |
| Accredited Investors Inc. | 1,083 | $549.6K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,082 | $549.2K | 0.05% | −37−3.3% | Reduced |
| Miramar Capital, LLC | 1,070 | $542.9K | 0.14% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,067 | $541.4K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 1,062 | $538.8K | 0.09% | −3,315−75.7% | Reduced |
| JNBA Financial Advisors | 1,059 | $537.4K | 0.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,059 | $537.3K | 0.03% | −8−0.7% | Reduced |
| Progressive Investment Management Corp | 1,057 | $536.3K | 0.15% | −23−2.1% | Reduced |
| Financial Advisory Service, Inc. | 1,046 | $530.7K | 0.05% | −5−0.5% | Reduced |
| IHT Wealth Management, LLC | 1,045 | $530.1K | 0.02% | −91−8.0% | Reduced |
| Appleton Partners Inc | 1,042 | $529.0K | 0.04% | −20−1.9% | Reduced |
| Koss-Olinger Consulting, LLC | 1,040 | $528.0K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,039 | $527.0K | 0.00% | +9+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 1,036 | $525.6K | 0.06% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $519.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $517.8K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,012 | $513.5K | 0.13% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,011 | $513.0K | 0.11% | +1,011 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 1,007 | $510.8K | 0.10% | +2+0.2% | Added |
| Delap Wealth Advisory, LLC | 1,006 | $510.4K | 0.23% | +503+100.0% | Added |
| Capital Investment Advisors, LLC | 1,006 | $510.3K | 0.01% | +30+3.1% | Added |
| Great Lakes Advisors, LLC | 1,005 | $509.7K | 0.00% | +4+0.4% | Added |
| Marion Wealth Management | 1,004 | $509.3K | 0.16% | −19−1.9% | Reduced |
| DT Investment Partners, LLC | 1,002 | $508.9K | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $507.4K | 0.01% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $507.4K | 0.07% | +1,000 | New |
| Ghe, LLC | 1,000 | $507.0K | 0.32% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 997 | $506.0K | 0.01% | −83−7.7% | Reduced |
| Nuveen Asset Management, LLC | 997 | $505.9K | 0.00% | +997 | New |
| Silvia McColl Wealth Management, LLC | 994 | $504.3K | 0.45% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $503.2K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 992 | $503.0K | 0.24% | −1−0.1% | Reduced |
| Ledyard National Bank | 991 | $502.8K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 987 | $500.8K | 0.02% | −27−2.7% | Reduced |
| WSFS Capital Management, LLC | 984 | $499.3K | 0.03% | +140+16.6% | Added |
| Great Valley Advisor Group, Inc. | 975 | $494.9K | 0.02% | −59−5.7% | Reduced |
| M3 Advisory Group, LLC | 973 | $493.5K | 0.58% | +973 | New |
| Long Road Investment Counsel, LLC | 985 | $491.0K | 0.20% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 965 | $489.6K | 0.35% | −71−6.9% | Reduced |
| Maren Capital LLC | 964 | $489.1K | 0.06% | +964 | New |
| Stephens Inc | 959 | $486.3K | 0.01% | −319−25.0% | Reduced |
| Ameritas Advisory Services, LLC | 933 | $481.3K | 0.03% | −1,225−56.8% | Reduced |
| Gladstone Institutional Advisory LLC | 947 | $480.5K | 0.03% | −13−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 944 | $479.0K | 0.02% | −45−4.6% | Reduced |
| Vertex Planning Partners, LLC | 938 | $476.0K | 0.14% | −26−2.7% | Reduced |
| Canal Capital Management, LLC | 938 | $475.9K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 935 | $474.4K | 0.01% | +93+11.0% | Added |
| Cullen/Frost Bankers, Inc. | 933 | $473.4K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 930 | $471.7K | 0.03% | +310+50.0% | Added |
| Trail Ridge Investment Advisors, LLC | 929 | $471.4K | 0.29% | −112−10.8% | Reduced |
| HBK Sorce Advisory LLC | 929 | $471.3K | 0.02% | −815−46.7% | Reduced |
| Fagan Associates, Inc. | 926 | $469.6K | 0.10% | −26−2.7% | Reduced |
| Trillium Asset Management, LLC | 920 | $467.0K | 0.01% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 941 | $466.3K | 0.28% | +941 | New |
| SevenBridge Financial Group, LLC | 917 | $465.3K | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $464.0K | 0.05% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 914 | $463.7K | 0.39% | −161−15.0% | Reduced |