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, Q1 2024
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2024. 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
- 1,297
- +73 vs. Q4 2023
- Shares held
- 25.2M
- −2.15M (−7.8%) vs. Q4 2023
- Total value
- $13.9B
- +$134.4M (+1.0%) vs. Q4 2023
- New holders
- 124
- 348 more added
- Sold out
- 51
- 440 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,412,897 | $1.34B | 0.13% | +390,171+19.3% | Added |
| Morgan Stanley | 1,634,748 | $909.6M | 0.07% | +89,808+5.8% | Added |
| Wells Fargo & Company | 1,362,552 | $758.1M | 0.20% | −113,997−7.7% | Reduced |
| Northern Trust Corp | 1,114,521 | $620.1M | 0.11% | −36,182−3.1% | Reduced |
| US Bancorp | 1,069,012 | $594.8M | 0.83% | −12,669−1.2% | Reduced |
| Pathstone Holdings, LLC | 950,260 | $528.7M | 2.49% | −6,224−0.7% | Reduced |
| Royal Bank of Canada | 784,857 | $436.7M | 0.11% | +290,880+58.9% | Added |
| The PNC Financial Services Group, Inc. | 777,272 | $432.5M | 0.30% | −4,432−0.6% | Reduced |
| UBS Group AG | 621,738 | $345.9M | 0.11% | +9,799+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 588,719 | $327.6M | 0.34% | +67,949+13.0% | Added |
| Goldman Sachs Group Inc | 572,912 | $318.8M | 0.07% | +184,977+47.7% | Added |
| Bank of Montreal | 487,591 | $271.5M | 0.14% | −2,374−0.5% | Reduced |
| JPMorgan Chase & Co | 371,678 | $206.8M | 0.02% | +881+0.2% | Added |
| Raymond James & Associates | 356,786 | $198.5M | 0.13% | −43,089−10.8% | Reduced |
| Alliancebernstein L.P. | 289,865 | $161.3M | 0.06% | +142,892+97.2% | Added |
| Creative Planning | 265,473 | $147.7M | 0.16% | +4,590+1.8% | Added |
| Arvest Trust Co N A | 257,439 | $143.2M | 8.14% | −5,525−2.1% | Reduced |
| CI Private Wealth, LLC | 257,105 | $143.1M | 0.25% | −80.0% | Reduced |
| Conservest Capital Advisors, Inc. | 242,106 | $134.7M | 13.74% | −13,126−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 240,374 | $133.7M | 0.16% | −109,037−31.2% | Reduced |
| MAI Capital Management | 206,272 | $114.8M | 1.20% | +3,294+1.6% | Added |
| Citigroup Inc | 188,603 | $104.9M | 0.11% | +24,662+15.0% | Added |
| Bank of New York Mellon Corp | 175,895 | $97.9M | 0.02% | −30,532−14.8% | Reduced |
| Welch & Forbes LLC | 153,690 | $85.5M | 1.17% | −31,438−17.0% | Reduced |
| HighTower Advisors, LLC | 144,208 | $80.3M | 0.13% | −39,377−21.4% | Reduced |
| LPL Financial LLC | 139,244 | $77.5M | 0.04% | −1,287−0.9% | Reduced |
| Whittier Trust Co | 139,144 | $77.4M | 1.13% | −3,124−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 138,712 | $77.2M | 0.11% | −2,121−1.5% | Reduced |
| Waddell & Associates, LLC | 134,867 | $75.0M | 10.14% | −2,455−1.8% | Reduced |
| FineMark National Bank & Trust | 126,646 | $70.5M | 2.62% | −825−0.6% | Reduced |
| Hills Bank & Trust Co | 121,164 | $67.4M | 5.72% | −962−0.8% | Reduced |
| Brown Advisory Inc | 114,660 | $63.8M | 0.09% | −346−0.3% | Reduced |
| Montag A & Associates Inc | 110,359 | $61.5M | 3.08% | +251+0.2% | Added |
| Employees Retirement System of Texas | 108,500 | $60.4M | 0.66% | 00.0% | Unchanged |
| Washington Trust Co | 105,079 | $58.5M | 2.15% | −2,290−2.1% | Reduced |
| Truist Financial Corp | 102,988 | $57.3M | 0.09% | −43,455−29.7% | Reduced |
| SG Americas Securities, LLC | 101,803 | $56.6M | 0.29% | +53,249+109.7% | Added |
| Commonwealth Equity Services, LLC | 101,175 | $56.3M | 0.09% | −14,264−12.4% | Reduced |
| Mariner, LLC | 101,126 | $56.3M | 0.12% | +613+0.6% | Added |
| Sandy Spring Bank | 96,355 | $53.6M | 2.44% | −3,228−3.2% | Reduced |
| Ameriprise Financial Inc | 90,846 | $50.6M | 0.01% | −14,946−14.1% | Reduced |
| Cerity Partners LLC | 90,171 | $50.2M | 0.13% | −3,142−3.4% | Reduced |
| Citadel Advisors LLC | 76,925 | $42.8M | 0.04% | −58,572−43.2% | Reduced |
| Hyman Charles D | 76,737 | $42.7M | 2.36% | +1,039+1.4% | Added |
| Henshaw Capital LLC | 75,050 | $41.8M | 1.95% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 74,443 | $41.4M | 5.65% | −4,480−5.7% | Reduced |
| MetLife Investment Management | 73,400 | $40.8M | 0.27% | +23,700+47.7% | Added |
| Pittenger & Anderson Inc | 68,964 | $38.4M | 1.56% | +111+0.2% | Added |
| Blair William & Co | 66,768 | $37.1M | 0.12% | +2,659+4.1% | Added |
| Envestnet Asset Management Inc | 65,348 | $36.4M | 0.01% | −830−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 65,266 | $36.3M | 1.04% | +1,951+3.1% | Added |
| Pinnacle Associates Ltd | 64,897 | $36.1M | 0.57% | −245−0.4% | Reduced |
| Financial Counselors Inc | 64,783 | $36.0M | 0.61% | −3,629−5.3% | Reduced |
| Cetera Investment Advisers | 63,519 | $35.3M | 0.08% | +52,910+498.7% | Added |
| Captrust Financial Advisors | 62,129 | $34.6M | 0.13% | −12,651−16.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,850 | $34.5M | 0.53% | −201−0.3% | Reduced |
| Smith, Moore & Co. | 59,907 | $33.3M | 3.55% | +615+1.0% | Added |
| Divergent Planning, LLC | 60,058 | $33.2M | 14.02% | +2,601+4.5% | Added |
| Ascent Wealth Partners, LLC | 59,203 | $32.9M | 4.89% | +1,408+2.4% | Added |
| Advisor Group Holdings, Inc. | 58,336 | $32.5M | 0.07% | +5,838+11.1% | Added |
| Massmutual Trust Co FSB | 58,188 | $32.4M | 1.01% | +1,695+3.0% | Added |
| Peapack Gladstone Financial Corp | 57,271 | $31.9M | 0.50% | −1,982−3.3% | Reduced |
| Baird Financial Group, Inc. | 56,266 | $31.3M | 0.07% | −1,306−2.3% | Reduced |
| Heritage Investors Management Corp | 54,596 | $30.4M | 1.07% | −1,105−2.0% | Reduced |
| Clearstead Advisors, LLC | 53,051 | $29.0M | 1.44% | −757−1.4% | Reduced |
| Stifel Financial Corp | 52,031 | $28.9M | 0.03% | −11,360−17.9% | Reduced |
| Oldfather Financial Services, LLC | 51,901 | $28.9M | 11.89% | +483+0.9% | Added |
| Susquehanna International Group, LLP | 49,977 | $27.8M | 0.04% | −16,239−24.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 49,924 | $27.8M | 0.06% | −199,956−80.0% | Reduced |
| First Hawaiian Bank | 48,961 | $27.2M | 0.84% | −390−0.8% | Reduced |
| Crewe Advisors LLC | 48,448 | $27.0M | 3.14% | −342−0.7% | Reduced |
| Comerica Bank | 47,053 | $26.2M | 0.11% | +7,947+20.3% | Added |
| Retirement Systems of Alabama | 46,952 | $26.1M | 0.10% | +65+0.1% | Added |
| Conning Inc. | 46,753 | $26.0M | 0.85% | −1,079−2.3% | Reduced |
| Citizens Financial Group Inc | 45,884 | $25.5M | 0.85% | −1,983−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 47,685 | $25.3M | 1.07% | +805+1.7% | Added |
| Financial Advisory Group | 45,304 | $25.2M | 4.45% | −513−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 44,878 | $25.0M | 0.07% | −1,135−2.5% | Reduced |
| Cumberland Advisors Inc | 44,867 | $25.0M | 9.28% | +943+2.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,857 | $25.0M | 4.11% | −106−0.2% | Reduced |
| Klingman & Associates, LLC | 44,646 | $24.8M | 1.73% | −804−1.8% | Reduced |
| Kowal Investment Group, LLC | 42,568 | $23.7M | 5.12% | +124+0.3% | Added |
| LCM Capital Management Inc | 41,798 | $23.3M | 15.03% | +456+1.1% | Added |
| Edge Capital Group, LLC | 41,363 | $23.0M | 1.14% | −1,945−4.5% | Reduced |
| Nixon Peabody Trust Co | 41,149 | $22.9M | 2.10% | −9,750−19.2% | Reduced |
| Janney Montgomery Scott LLC | 40,650 | $22.6M | 0.07% | −2,420−5.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 39,752 | $22.1M | 5.13% | +1,608+4.2% | Added |
| Shapiro Capital Management LLC | 39,250 | $21.8M | 0.59% | +39,250 | New |
| IFG Advisors, LLC | 39,132 | $21.8M | 5.63% | +2,016+5.4% | Added |
| Waldron Private Wealth LLC | 38,184 | $21.3M | 0.96% | −4,457−10.5% | Reduced |
| Barclays PLC | 37,760 | $21.0M | 0.01% | +1,865+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,275 | $20.7M | 0.05% | −644−1.7% | Reduced |
| Johnson Investment Counsel Inc | 36,934 | $20.6M | 0.22% | −291−0.8% | Reduced |
| Cresset Asset Management, LLC | 36,439 | $20.3M | 0.10% | +14,190+63.8% | Added |
| 1st Source Bank | 36,366 | $20.2M | 1.18% | −104−0.3% | Reduced |
| M&T Bank Corp | 36,211 | $20.1M | 0.07% | −4,228−10.5% | Reduced |
| Steele Capital Management, Inc. | 35,904 | $20.0M | 1.15% | +26+0.1% | Added |
| Balyasny Asset Management LLC | 35,840 | $19.9M | 0.05% | +35,840 | New |
| BlackRock Inc. | 35,735 | $19.9M | 0.00% | −3,939−9.9% | Reduced |
| Prio Wealth Limited Partnership | 35,734 | $19.9M | 0.57% | +154+0.4% | Added |