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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 905 | $459.2K | 0.02% | −140−13.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 905 | $459.0K | 0.12% | +1+0.1% | Added |
| HCR Wealth Advisors | 896 | $454.8K | 0.07% | +896 | New |
| Clear Creek Financial Management, LLC | 888 | $448.2K | 0.07% | −41−4.4% | Reduced |
| Fiduciary Alliance LLC | 877 | $444.7K | 0.09% | +49+5.9% | Added |
| Certified Advisory Corp | 876 | $444.6K | 0.07% | −246−21.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $444.1K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $443.0K | 0.20% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $442.9K | 0.02% | 00.0% | Unchanged |
| Leo Wealth, LLC | 868 | $442.7K | 0.05% | +868 | New |
| Verdence Capital Advisors LLC | 871 | $441.9K | 0.04% | +32+3.8% | Added |
| Red Door Wealth Management, LLC | 869 | $440.9K | 0.10% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 862 | $437.0K | 0.03% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 862 | $437.0K | 0.03% | +362+72.4% | Added |
| Eagle Strategies LLC | 860 | $436.5K | 0.09% | −88−9.3% | Reduced |
| Denver Wealth Management, Inc. | 858 | $435.3K | 0.25% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 855 | $433.6K | 0.03% | −10−1.2% | Reduced |
| Fiera Capital Corp | 853 | $432.8K | 0.00% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 848 | $430.1K | 0.05% | +2+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $429.8K | 0.22% | 00.0% | Unchanged |
| WBH Advisory Inc | 844 | $428.2K | 0.05% | +1+0.1% | Added |
| TrinityPoint Wealth, LLC | 843 | $427.9K | 0.08% | +65+8.4% | Added |
| Monograph Wealth Advisors, LLC | 835 | $425.2K | 0.08% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $424.3K | 0.22% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $423.2K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 829 | $420.4K | 0.16% | +14+1.7% | Added |
| Ancora Advisors, LLC | 826 | $419.2K | 0.01% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $415.0K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $415.0K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 813 | $412.3K | 0.04% | +228+39.0% | Added |
| Ayrshire Capital Management LLC | 810 | $411.0K | 0.24% | +1+0.1% | Added |
| SageView Advisory Group, LLC | 809 | $410.6K | 0.02% | +1+0.1% | Added |
| Mutual Advisors, LLC | 808 | $410.0K | 0.01% | −6,195−88.5% | Reduced |
| TFG Advisers LLC | 807 | $409.5K | 0.17% | +37+4.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 804 | $407.9K | 0.05% | −1,271−61.3% | Reduced |
| Platform Technology Partners | 786 | $407.0K | 0.16% | −25−3.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $406.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $406.0K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $405.9K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $405.9K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $405.9K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $405.4K | 0.08% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $404.9K | 0.07% | −3−0.4% | Reduced |
| Roof Eidam & Maycock | 798 | $404.9K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 794 | $404.3K | 0.04% | −18−2.2% | Reduced |
| Missouri Trust & Investment Co | 796 | $403.9K | 0.16% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 796 | $403.7K | 0.00% | −2−0.3% | Reduced |
| REDW Wealth LLC | 790 | $400.9K | 0.11% | +4+0.5% | Added |
| Howard Financial Services, Ltd. | 790 | $400.8K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $398.8K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 785 | $398.3K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 784 | $397.8K | 0.07% | −26−3.2% | Reduced |
| D. Scott Neal, Inc. | 780 | $397.2K | 0.35% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 782 | $396.8K | 0.05% | +282+56.4% | Added |
| Newman Dignan & Sheerar, Inc. | 781 | $396.3K | 0.12% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 781 | $396.3K | 0.07% | +781 | New |
| Summit Place Financial Advisors, LLC | 780 | $395.8K | 0.26% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $395.8K | 0.21% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 775 | $393.2K | 0.02% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 762 | $386.6K | 0.38% | +762 | New |
| NewEdge Wealth, LLC | 761 | $386.2K | 0.01% | +114+17.6% | Added |
| Lifeworks Advisors, LLC | 757 | $384.1K | 0.13% | −62−7.6% | Reduced |
| Napa Wealth Management | 755 | $383.2K | 0.21% | +755 | New |
| Beirne Wealth Consulting Services, LLC | 749 | $381.7K | 0.19% | +266+55.1% | Added |
| Pioneer Trust Bank N A | 752 | $381.6K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $379.6K | 0.08% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $379.5K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 744 | $377.5K | 0.01% | +300+67.6% | Added |
| JDM Financial Group LLC | 740 | $375.5K | 0.31% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 731 | $371.0K | 0.21% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 730 | $370.4K | 0.05% | +730 | New |
| Grant/GrossMendelsohn, LLC | 730 | $368.0K | 0.15% | +1+0.1% | Added |
| US Financial Advisors, LLC | 725 | $367.9K | 0.14% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $362.8K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $361.0K | 0.28% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $360.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 707 | $358.6K | 0.16% | +707 | New |
| Level Four Advisory Services, LLC | 706 | $358.2K | 0.02% | +114+19.3% | Added |
| Brand Asset Management Group, Inc. | 705 | $357.7K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 703 | $356.7K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $356.5K | 0.04% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 702 | $356.4K | 0.08% | −22−3.0% | Reduced |
| Black Diamond Financial, LLC | 702 | $356.2K | 0.10% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $355.7K | 0.26% | 00.0% | Unchanged |
| EHP Funds Inc. | 700 | $355.2K | 0.18% | +700 | New |
| ICW Investment Advisors LLC | 699 | $354.8K | 0.17% | +2+0.3% | Added |
| Spears Abacus Advisors LLC | 698 | $354.2K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 695 | $352.6K | 0.04% | 00.0% | Unchanged |
| Novare Capital Management LLC | 691 | $350.6K | 0.04% | 00.0% | Unchanged |
| Berkeley, Inc | 686 | $348.1K | 0.22% | −50−6.8% | Reduced |
| Charter Trust Co | 685 | $347.6K | 0.03% | −303−30.7% | Reduced |
| Orion Capital Management LLC | 684 | $346.8K | 0.20% | 00.0% | Unchanged |
| United Community Bank | 680 | $345.0K | 0.15% | −25−3.5% | Reduced |
| Farmers & Merchants Investments Inc | 675 | $342.5K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 670 | $339.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $339.9K | 0.17% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 669 | $339.4K | 0.29% | +669 | New |
| Patton Albertson Miller Group, LLC | 668 | $338.9K | 0.06% | −80−10.7% | Reduced |
| BSW Wealth Partners | 665 | $337.4K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $337.4K | 0.05% | 00.0% | Unchanged |