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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 7,049 | $3.92M | 0.15% | −20.0% | Reduced |
| North Star Investment Management Corp. | 7,051 | $3.92M | 0.28% | +279+4.1% | Added |
| Union Savings Bank | 7,072 | $3.93M | 2.06% | −6−0.1% | Reduced |
| IFP Advisors, Inc | 7,103 | $3.95M | 0.17% | +6,591+1,287.3% | Added |
| Haverford Trust Co | 7,114 | $3.96M | 0.04% | +298+4.4% | Added |
| Stock Yards Bank & Trust Co | 7,224 | $4.02M | 0.13% | −137−1.9% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $4.08M | 0.94% | −92−1.2% | Reduced |
| RVW Wealth, LLC | 7,379 | $4.11M | 0.42% | −884−10.7% | Reduced |
| Keybank National Association | 7,408 | $4.12M | 0.02% | −472−6.0% | Reduced |
| Colony Group, LLC | 7,451 | $4.15M | 0.03% | −3,835−34.0% | Reduced |
| Lynx Capital Group Ltd | 7,454 | $4.15M | 2.80% | +559+8.1% | Added |
| Boston Private Wealth LLC | 7,558 | $4.21M | 0.09% | +885+13.3% | Added |
| Segment Wealth Management, LLC | 7,561 | $4.21M | 0.32% | −295−3.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $4.27M | 1.92% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 7,698 | $4.28M | 0.07% | +740+10.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,720 | $4.30M | 0.25% | −70−0.9% | Reduced |
| Harbour Investments, Inc. | 7,752 | $4.31M | 0.15% | +489+6.7% | Added |
| Madison Asset Management, LLC | 7,769 | $4.32M | 0.05% | −10,524−57.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,783 | $4.33M | 1.65% | −256−3.2% | Reduced |
| Wetherby Asset Management Inc | 7,823 | $4.35M | 0.21% | 00.0% | Unchanged |
| Bay Rivers Group | 7,874 | $4.38M | 2.41% | +345+4.6% | Added |
| HSBC Holdings PLC | 7,885 | $4.39M | 0.00% | −658−7.7% | Reduced |
| Evensky & Katz LLC | 7,998 | $4.45M | 0.31% | −84−1.0% | Reduced |
| Inspire Trust Co, N.A. | 8,022 | $4.46M | 2.49% | +3,190+66.0% | Added |
| Salomon & Ludwin, LLC | 8,036 | $4.47M | 0.38% | −114−1.4% | Reduced |
| CMG Global Holdings, LLC | 8,091 | $4.50M | 3.09% | 00.0% | Unchanged |
| Highview Capital Management LLC | 8,118 | $4.52M | 2.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,131 | $4.52M | 2.63% | +556+7.3% | Added |
| Weil Company, Inc. | 8,198 | $4.56M | 1.81% | −64−0.8% | Reduced |
| Sigma Planning Corp | 8,284 | $4.61M | 0.14% | +7,102+600.8% | Added |
| Barrett & Company, Inc. | 8,353 | $4.65M | 2.20% | +465+5.9% | Added |
| Intrepid Financial Planning Group LLC | 8,410 | $4.68M | 2.02% | −86−1.0% | Reduced |
| Allworth Financial LP | 8,434 | $4.69M | 0.03% | −218−2.5% | Reduced |
| AMG National Trust Bank | 8,456 | $4.70M | 0.14% | +10+0.1% | Added |
| Modera Wealth Management, LLC | 8,499 | $4.73M | 0.07% | −77−0.9% | Reduced |
| Ti-Trust, Inc | 8,566 | $4.77M | 3.50% | +410+5.0% | Added |
| Sonata Capital Group Inc | 8,635 | $4.80M | 2.19% | −486−5.3% | Reduced |
| Court Place Advisors, LLC | 8,646 | $4.81M | 1.55% | −438−4.8% | Reduced |
| KMG Fiduciary Partners, LLC | 8,674 | $4.83M | 0.50% | −55−0.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,751 | $4.87M | 1.27% | −5,640−39.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,779 | $4.89M | 0.12% | +373+4.4% | Added |
| Buckingham Strategic Partners | 8,902 | $4.95M | 0.14% | +3,966+80.3% | Added |
| G&S Capital LLC | 8,963 | $4.99M | 2.22% | +208+2.4% | Added |
| Financial Engines Advisors L.L.C. | 8,999 | $5.02M | 0.01% | −122−1.3% | Reduced |
| Balboa Wealth Partners | 9,111 | $5.07M | 1.61% | −10−0.1% | Reduced |
| Qube Research & Technologies Ltd | 9,249 | $5.15M | 0.01% | −9,023−49.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,432 | $5.25M | 0.06% | −196−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.25M | 0.05% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,506 | $5.29M | 0.34% | −338−3.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,557 | $5.32M | 0.51% | −280−2.8% | Reduced |
| Motco | 9,568 | $5.32M | 0.32% | −95−1.0% | Reduced |
| Central Trust Co | 9,610 | $5.35M | 0.13% | −273−2.8% | Reduced |
| Associated Banc-Corp | 9,752 | $5.43M | 0.17% | −279−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 9,759 | $5.44M | 0.47% | +19+0.2% | Added |
| Flputnam Investment Management Co | 9,818 | $5.46M | 0.12% | +566+6.1% | Added |
| Bokf, NA | 9,993 | $5.52M | 0.10% | −376−3.6% | Reduced |
| First Horizon Advisors, Inc. | 9,927 | $5.52M | 0.17% | −258−2.5% | Reduced |
| Bank of New Hampshire | 9,962 | $5.54M | 1.46% | −142−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 9,995 | $5.56M | 0.79% | −43−0.4% | Reduced |
| RBF Capital, LLC | 10,000 | $5.56M | 0.31% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,005 | $5.57M | 0.93% | −138−1.4% | Reduced |
| Leavell Investment Management, Inc. | 10,190 | $5.68M | 0.33% | −326−3.1% | Reduced |
| Firestone Capital Management | 10,211 | $5.68M | 1.58% | −70−0.7% | Reduced |
| Gries Financial LLC | 10,244 | $5.70M | 0.95% | −60−0.6% | Reduced |
| American International Group, Inc. | 10,400 | $5.79M | 0.02% | −12,100−53.8% | Reduced |
| Peak Asset Management, LLC | 10,409 | $5.79M | 1.15% | −617−5.6% | Reduced |
| Cercano Management LLC | 10,598 | $5.90M | 0.16% | +10,598 | New |
| HB Wealth Management, LLC | 10,736 | $5.97M | 0.08% | −15−0.1% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.10M | 3.13% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,988 | $6.11M | 0.86% | −58−0.5% | Reduced |
| Highland Capital Management, LLC | 11,071 | $6.16M | 0.35% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,099 | $6.18M | 2.58% | −43−0.4% | Reduced |
| TKG Advisors, LLC | 11,305 | $6.29M | 3.51% | +758+7.2% | Added |
| Pegasus Partners Ltd. | 11,366 | $6.32M | 0.67% | −822−6.7% | Reduced |
| Retirement Income Solutions, Inc | 11,377 | $6.33M | 1.44% | −42−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,482 | $6.39M | 0.69% | +32+0.3% | Added |
| Boothbay Fund Management, LLC | 11,546 | $6.42M | 0.19% | −10,967−48.7% | Reduced |
| Callan Family Office, LLC | 11,639 | $6.48M | 1.52% | +1,511+14.9% | Added |
| Wexford Capital LP | 11,710 | $6.52M | 1.33% | +11,710 | New |
| Madison Park Capital Advisors, LLC | 11,774 | $6.55M | 5.71% | +267+2.3% | Added |
| Synovus Financial Corp | 11,808 | $6.57M | 0.09% | +5,487+86.8% | Added |
| Sand Hill Global Advisors, LLC | 11,815 | $6.57M | 0.31% | −61−0.5% | Reduced |
| Green Square Capital Advisors LLC | 11,822 | $6.58M | 0.88% | −2,591−18.0% | Reduced |
| Dakota Wealth Management | 12,238 | $6.81M | 0.17% | −643−5.0% | Reduced |
| Community Bank, N.A. | 12,245 | $6.81M | 0.89% | −185−1.5% | Reduced |
| Staley Capital Advisers Inc | 12,267 | $6.83M | 0.32% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,323 | $6.86M | 0.09% | −260−2.1% | Reduced |
| Scarborough Advisors, LLC | 12,356 | $6.87M | 3.18% | +809+7.0% | Added |
| Lincoln National Corp | 12,403 | $6.90M | 0.11% | +1,032+9.1% | Added |
| Goelzer Investment Management, Inc. | 12,462 | $6.93M | 0.39% | −253−2.0% | Reduced |
| Palisade Asset Management, LLC | 12,562 | $6.99M | 0.68% | −2,284−15.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,642 | $7.03M | 0.09% | +12,642 | New |
| Hanover Advisors Inc | 12,692 | $7.06M | 2.96% | +1,706+15.5% | Added |
| Williams Jones Wealth Management, LLC. | 12,802 | $7.12M | 0.09% | −16−0.1% | Reduced |
| Private Advisor Group, LLC | 12,893 | $7.17M | 0.05% | −237−1.8% | Reduced |
| Meridian Wealth Advisors, LLC | 12,906 | $7.18M | 1.35% | −90−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 13,045 | $7.26M | 0.25% | −5,000−27.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,126 | $7.30M | 0.20% | −116−0.9% | Reduced |
| Mercer Global Advisors Inc | 12,305 | $7.33M | 0.02% | +3,491+39.6% | Added |
| Colorado Capital Management, Inc. | 13,197 | $7.34M | 4.25% | −140−1.0% | Reduced |