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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 4,422 | $2.46M | 0.16% | +175+4.1% | Added |
| Davidson Trust Co | 4,495 | $2.50M | 1.46% | 00.0% | Unchanged |
| Graypoint LLC | 4,496 | $2.50M | 0.18% | +16+0.4% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.50M | 0.64% | 00.0% | Unchanged |
| Coastline Trust Co | 4,504 | $2.51M | 0.30% | −332−6.9% | Reduced |
| Sage Financial Management Group, Inc. | 4,519 | $2.52M | 1.19% | +138+3.1% | Added |
| D.A. Davidson & Co. | 4,549 | $2.53M | 0.02% | +3,462+318.5% | Added |
| West Paces Advisors Inc. | 4,562 | $2.54M | 0.67% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,595 | $2.56M | 0.20% | +8+0.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,598 | $2.56M | 1.21% | −58−1.2% | Reduced |
| Naples Global Advisors, LLC | 4,675 | $2.61M | 0.27% | −910−16.3% | Reduced |
| Precedent Wealth Partners, LLC | 4,691 | $2.61M | 1.12% | +118+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 4,695 | $2.61M | 0.04% | +731+18.4% | Added |
| Advisory Services Network, LLC | 4,701 | $2.62M | 0.06% | +885+23.2% | Added |
| Moneta Group Investment Advisors LLC | 4,710 | $2.62M | 0.04% | +656+16.2% | Added |
| Woodstock Corp | 4,719 | $2.63M | 0.27% | +232+5.2% | Added |
| New England Private Wealth Advisors LLC | 4,720 | $2.63M | 0.46% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,999 | $2.68M | 0.06% | +141+2.9% | Added |
| Courier Capital LLC | 4,832 | $2.69M | 0.19% | −25−0.5% | Reduced |
| Cambridge Trust Co | 4,841 | $2.69M | 0.10% | +584+13.7% | Added |
| Asset Management Group, Inc. | 4,845 | $2.70M | 0.51% | −3−0.1% | Reduced |
| Private Trust Co NA | 4,916 | $2.74M | 0.30% | −96−1.9% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.74M | 0.81% | −4,917−50.0% | Reduced |
| Gilman Hill Asset Management, LLC | 4,946 | $2.75M | 0.49% | −55−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 4,953 | $2.76M | 0.15% | −44−0.9% | Reduced |
| Delta Financial Group, Inc. | 4,964 | $2.76M | 0.81% | +251+5.3% | Added |
| Diversified Trust Co | 5,002 | $2.78M | 0.08% | +459+10.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,323 | $2.79M | 0.03% | −16−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,014 | $2.79M | 0.78% | −281−5.3% | Reduced |
| St. Johns Investment Management Company, LLC | 5,024 | $2.80M | 1.34% | −554−9.9% | Reduced |
| Money Concepts Capital Corp | 5,038 | $2.80M | 0.26% | +5,038 | New |
| Spinnaker Trust | 5,075 | $2.82M | 0.18% | +311+6.5% | Added |
| Shoker Investment Counsel, Inc. | 5,116 | $2.83M | 1.01% | −55−1.1% | Reduced |
| Argent Trust Co | 5,098 | $2.84M | 0.13% | −49−1.0% | Reduced |
| Vanguard Group Inc | 5,117 | $2.85M | 0.00% | +130+2.6% | Added |
| Greenleaf Trust | 5,130 | $2.85M | 0.03% | −210−3.9% | Reduced |
| Signature Securities Group Corporation | 5,121 | $2.85M | 0.79% | +306+6.4% | Added |
| J.W. Cole Advisors, Inc. | 5,162 | $2.87M | 0.14% | −2,512−32.7% | Reduced |
| PFG Advisors | 5,171 | $2.88M | 0.21% | −47−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,198 | $2.89M | 0.18% | −222−4.1% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.89M | 0.37% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,211 | $2.90M | 0.03% | +604+13.1% | Added |
| Global Retirement Partners, LLC | 5,221 | $2.91M | 0.11% | −54−1.0% | Reduced |
| Northstar Asset Management LLC | 5,255 | $2.92M | 0.72% | +120+2.3% | Added |
| Matrix Asset Advisors Inc | 5,275 | $2.94M | 0.35% | −224−4.1% | Reduced |
| Adviser Investments LLC | 5,321 | $2.96M | 0.04% | +10.0% | Added |
| Snowden Capital Advisors LLC | 5,370 | $2.99M | 0.09% | +3,448+179.4% | Added |
| Keeley-Teton Advisors, LLC | 5,387 | $3.00M | 0.37% | +378+7.5% | Added |
| Penobscot Investment Management Company, Inc. | 5,401 | $3.01M | 0.32% | +60+1.1% | Added |
| IFG Advisory, LLC | 5,434 | $3.02M | 0.23% | −95−1.7% | Reduced |
| Summit Financial, LLC | 5,450 | $3.04M | 0.18% | +955+21.2% | Added |
| Larson Financial Group LLC | 5,465 | $3.04M | 0.23% | +4,829+759.3% | Added |
| Joel Isaacson & Co., LLC | 5,482 | $3.05M | 0.17% | +13+0.2% | Added |
| Pegasus Asset Management, Inc. | 5,520 | $3.07M | 1.19% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,527 | $3.08M | 0.03% | −361−6.1% | Reduced |
| Sabal Trust CO | 5,565 | $3.10M | 0.18% | −457−7.6% | Reduced |
| Regents of the University of California | 5,600 | $3.12M | 0.91% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,605 | $3.12M | 0.34% | +2,190+64.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,619 | $3.13M | 0.02% | +38+0.7% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.14M | 0.86% | −204−3.5% | Reduced |
| Audent Global Asset Management, LLC | 5,687 | $3.16M | 3.24% | +149+2.7% | Added |
| Silvercrest Asset Management Group LLC | 5,786 | $3.22M | 0.02% | +102+1.8% | Added |
| Relative Value Partners Group, LLC | 6,467 | $3.22M | 0.20% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 5,800 | $3.23M | 2.50% | −250−4.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,816 | $3.24M | 0.39% | −971−14.3% | Reduced |
| Romano Brothers and Company | 5,847 | $3.25M | 0.45% | −10.0% | Reduced |
| Paladin Advisory Group, LLC | 5,890 | $3.25M | 2.57% | −424−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 5,899 | $3.28M | 0.00% | +215+3.8% | Added |
| Paulson Wealth Management Inc. | 5,909 | $3.29M | 0.97% | +1,230+26.3% | Added |
| Wealthcare Advisory Partners LLC | 5,960 | $3.32M | 0.11% | +277+4.9% | Added |
| Keystone Financial Group | 5,984 | $3.33M | 0.49% | +127+2.2% | Added |
| Breakwater Capital Group | 6,037 | $3.36M | 0.84% | +574+10.5% | Added |
| Fifth Third Bancorp | 6,098 | $3.39M | 0.01% | −587−8.8% | Reduced |
| Insigneo Advisory Services, LLC | 6,178 | $3.44M | 0.41% | −1,697−21.5% | Reduced |
| Clear Point Advisors Inc. | 6,205 | $3.45M | 2.84% | −254−3.9% | Reduced |
| RSM US Wealth Management LLC | 6,289 | $3.50M | 0.09% | +178+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,293 | $3.50M | 0.13% | +74+1.2% | Added |
| Sepio Capital, LP | 6,300 | $3.51M | 0.30% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,314 | $3.52M | 0.19% | +414+7.0% | Added |
| Charter Research & Investment Group, Inc. | 6,327 | $3.52M | 2.79% | +20+0.3% | Added |
| Bristlecone Advisors, LLC | 6,354 | $3.54M | 0.31% | −10−0.2% | Reduced |
| Fiduciary Trust Co | 6,372 | $3.55M | 0.05% | −135−2.1% | Reduced |
| First Citizens Bank & Trust Co | 6,373 | $3.55M | 0.07% | +1,873+41.6% | Added |
| Gould Asset Management LLC | 6,436 | $3.58M | 0.87% | −100−1.5% | Reduced |
| Ballentine Partners, LLC | 6,439 | $3.58M | 0.07% | +10.0% | Added |
| Apollon Wealth Management, LLC | 6,484 | $3.61M | 0.11% | −10−0.2% | Reduced |
| Stephenson National Bank & Trust | 6,485 | $3.61M | 1.24% | −3,392−34.3% | Reduced |
| Glen Eagle Advisors, LLC | 6,535 | $3.64M | 0.69% | −125−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,555 | $3.65M | 0.01% | +1,855+39.5% | Added |
| Prospera Financial Services Inc | 6,570 | $3.66M | 0.11% | −1,234−15.8% | Reduced |
| Summit Wealth Partners, LLC | 6,590 | $3.67M | 0.78% | −4−0.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,624 | $3.69M | 0.22% | +5,762+668.4% | Added |
| Ieq Capital, LLC | 6,721 | $3.74M | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,729 | $3.74M | 0.03% | −196−2.8% | Reduced |
| Bailard, Inc. | 6,780 | $3.77M | 0.10% | +60+0.9% | Added |
| Oppenheimer & Co Inc | 6,890 | $3.83M | 0.06% | −1,163−14.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,265 | $3.83M | 1.61% | +154+2.2% | Added |
| Perigon Wealth Management, LLC | 6,902 | $3.84M | 0.12% | −647−8.6% | Reduced |
| Davis R M Inc | 6,962 | $3.87M | 0.08% | −357−4.9% | Reduced |
| Midwest Financial Group LLC | 6,992 | $3.89M | 2.61% | +269+4.0% | Added |