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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.

Institutional holdersQ1 2024: 1,297 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ1 2024: $13.9B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners1$00.00%00.0%Unchanged
Gradient Investments LLC0$190.00%−45−100.0%Reduced
Global Assets Advisory, LLC220,952$4000.02%+220,952New
AllSquare Wealth Management LLC6$3.34K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$3.90K0.00%00.0%Unchanged
WR Wealth Planners, LLC9$5.01K0.00%+9New
Solstein Capital, LLC10$5.56K0.00%00.0%Unchanged
Key Financial Inc10$5.56K0.00%00.0%Unchanged
Russell Investments Group, Ltd.10$5.56K0.00%+10New
Eagle Bay Advisors LLC10$5.57K0.00%−20−66.7%Reduced
Tucker Asset Management LLC11$6.12K0.00%+11New
GHP Investment Advisors, Inc.12$6.68K0.00%00.0%Unchanged
Northwest Capital Management Inc13$7.23K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC13$7.23K0.00%00.0%Unchanged
Delta Asset Management LLC15$8.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC15$8.46K0.01%00.0%Unchanged
Global Financial Private Client, LLC16$8.84K0.00%00.0%Unchanged
REAP Financial Group, LLC16$8.90K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.16$9.05K0.00%−74−82.2%Reduced
Sound Income Strategies, LLC17$9.46K0.00%+17New
Stephens Consulting, LLC19$10.6K0.00%00.0%Unchanged
CKW Financial Group20$11.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc19$11.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC19$11.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC20$11.1K0.00%−41−67.2%Reduced
Activest Wealth Management24$13.4K0.01%−90−78.9%Reduced
Castleview Partners, LLC24$13.4K0.01%−4−14.3%Reduced
Arrow Financial Corp25$13.9K0.00%00.0%Unchanged
NewSquare Capital LLC25$13.9K0.00%00.0%Unchanged
City State Bank25$14.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC26$14.5K0.01%−16−38.1%Reduced
Cornerstone Planning Group LLC30$16.1K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$16.7K0.01%00.0%Unchanged
Atlantic Trust, LLC32$17.8K0.00%+32New
Financial Connections Group, Inc.31$18.0K0.02%00.0%Unchanged
Amundi35$18.1K0.00%00.0%Unchanged
Capital Analysts, LLC39$22.0K0.00%−3−7.1%Reduced
Tidemark, LLC43$23.9K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC44$24.5K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC45$25.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.45$25.2K0.00%−18−28.6%Reduced
Ruedi Wealth Management, Inc.46$25.6K0.01%+46New
Concord Wealth Partners46$25.7K0.00%00.0%Unchanged
Norwood Financial Corp47$26.1K0.04%00.0%Unchanged
Continuum Advisory, LLC50$27.4K0.00%+50New
CBIZ Investment Advisory Services, LLC49$27.5K0.00%+49New
City Holding Co50$27.8K0.00%00.0%Unchanged
Rothschild Investment LLC50$27.8K0.00%00.0%Unchanged
West Branch Capital LLC50$27.8K0.01%00.0%Unchanged
TruNorth Capital Management, LLC50$27.8K0.01%+50New
Richardson Capital Management LLC52$28.9K0.02%00.0%Unchanged
National Bank of Canada55$30.1K0.00%+9+19.6%Added
Webster Bank, N. A.55$30.6K0.00%00.0%Unchanged
Evolution Advisers, Inc.54$31.0K0.02%00.0%Unchanged
Piscataqua Savings Bank56$31.2K0.03%00.0%Unchanged
Global Trust Asset Management, LLC56$31.2K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.57$32.0K0.02%00.0%Unchanged
Sofos Investments, Inc.64$34.0K0.00%+32+100.0%Added
Signaturefd, LLC63$35.1K0.00%00.0%Unchanged
Highline Wealth Partners LLC63$35.1K0.01%+63New
Country Trust Bank66$36.7K0.00%00.0%Unchanged
CoreFirst Bank & Trust70$38.9K0.02%00.0%Unchanged
Toth Financial Advisory Corp74$41.2K0.01%+30+68.2%Added
Winch Advisory Services, LLC79$44.0K0.01%00.0%Unchanged
Bollard Group LLC80$45.0K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd100$45.8K0.00%+100New
Perkins Coie Trust Co85$47.3K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC87$48.6K0.04%00.0%Unchanged
Smartleaf Asset Management LLC88$48.8K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC88$49.0K0.01%00.0%Unchanged
Main Street Group, LTD90$49.7K0.02%00.0%Unchanged
First Community Trust NA90$50.1K0.05%00.0%Unchanged
AdvisorNet Financial, Inc90$50.1K0.00%00.0%Unchanged
Ransom Advisory, Ltd90$50.1K0.03%+90New
Register Financial Advisors LLC94$52.3K0.03%+94New
Islay Capital Management, LLC98$54.5K0.04%00.0%Unchanged
Clean Yield Group100$55.6K0.02%00.0%Unchanged
Colonial Trust Advisors100$55.6K0.01%00.0%Unchanged
Anchor Investment Management, LLC100$55.6K0.01%00.0%Unchanged
Security National Bank100$55.6K0.01%00.0%Unchanged
Gilliland Jeter Wealth Management LLC105$58.4K0.02%+105New
Toronto Dominion Bank107$59.5K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC114$63.4K0.04%00.0%Unchanged
Canton Hathaway, LLC115$64.0K0.02%00.0%Unchanged
First Manhattan Co119$66.2K0.00%+45+60.8%Added
Newton One Investments LLC121$67.5K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.125$69.5K0.01%00.0%Unchanged
Hilltop National Bank125$69.5K0.02%+125New
Sugarloaf Wealth Management, LLC125$69.8K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.133$72.8K0.02%00.0%Unchanged
RFP Financial Group LLC135$75.1K0.03%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC136$75.7K0.04%00.0%Unchanged
FSA Wealth Management LLC145$80.7K0.04%00.0%Unchanged
Mma Asset Management LLC148$82.3K0.04%+148New
Horizons Wealth Management164$83.2K0.05%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.150$83.5K0.03%00.0%Unchanged
Atlas Capital Advisors LLC150$83.8K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC159$88.3K0.02%+159New
M&R Capital Management Inc160$89.0K0.02%00.0%Unchanged