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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 13,270 | $7.38M | 0.41% | +983+8.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,801 | $7.43M | 4.08% | +323+2.4% | Added |
| Busey Wealth Management | 13,623 | $7.58M | 0.27% | −56−0.4% | Reduced |
| Chesley Taft & Associates LLC | 13,680 | $7.61M | 0.39% | −40−0.3% | Reduced |
| Unionview, LLC | 13,769 | $7.66M | 6.34% | +32+0.2% | Added |
| Smith Anglin Financial, LLC | 13,780 | $7.67M | 0.79% | +7+0.1% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $7.75M | 2.78% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 13,974 | $7.78M | 5.26% | −92−0.7% | Reduced |
| Franklin Resources Inc | 14,049 | $7.82M | 0.00% | +1,904+15.7% | Added |
| RMR Wealth Builders | 14,057 | $7.82M | 0.95% | +78+0.6% | Added |
| Pacific Center for Financial Services | 14,080 | $7.83M | 2.23% | +142+1.0% | Added |
| Legal & General Group Plc | 14,200 | $7.90M | 0.00% | 00.0% | Unchanged |
| Canopy Partners, LLC | 14,273 | $7.94M | 3.88% | +350+2.5% | Added |
| Victory Financial Group, LLC | 14,289 | $7.95M | 4.71% | +1,746+13.9% | Added |
| HRT Financial LP | 14,331 | $7.97M | 0.05% | +14,331 | New |
| Granite FO LLC | 14,731 | $8.24M | 4.84% | +4,900+49.8% | Added |
| Grove Bank & Trust | 14,923 | $8.30M | 1.40% | −421−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 15,754 | $8.70M | 0.02% | +100+0.6% | Added |
| Pensionmark Financial Group, LLC | 10,132 | $8.84M | 1.27% | −5,802−36.4% | Reduced |
| Kestra Advisory Services, LLC | 15,926 | $8.86M | 0.06% | +6,576+70.3% | Added |
| GFS Advisors, LLC | 15,978 | $8.89M | 1.47% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 15,984 | $8.89M | 0.33% | −541−3.3% | Reduced |
| Boston Family Office LLC | 16,111 | $8.96M | 0.64% | −633−3.8% | Reduced |
| Raymond James Trust N.A. | 16,143 | $8.98M | 0.22% | −207−1.3% | Reduced |
| Savant Capital, LLC | 16,160 | $8.99M | 0.10% | −75−0.5% | Reduced |
| Financial & Tax Architects, LLC | 16,163 | $8.99M | 2.47% | +15,573+2,639.5% | Added |
| Tiaa Trust, National Association | 16,216 | $9.02M | 0.03% | +23+0.1% | Added |
| Capstone Financial Advisors, Inc. | 16,229 | $9.03M | 0.61% | −58−0.4% | Reduced |
| Boston Financial Mangement LLC | 16,382 | $9.11M | 0.29% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 16,426 | $9.14M | 1.00% | +216+1.3% | Added |
| GTS Securities LLC | 16,600 | $9.24M | 0.25% | −4,257−20.4% | Reduced |
| Legacy Advisors, LLC | 17,076 | $9.50M | 1.20% | −371−2.1% | Reduced |
| Flow Traders U.S. LLC | 17,352 | $9.65M | 0.52% | +6,608+61.5% | Added |
| Mechanics Bank Trust Department | 17,456 | $9.71M | 1.43% | −562−3.1% | Reduced |
| Peddock Capital Advisors, LLC | 17,464 | $9.72M | 2.55% | +1,067+6.5% | Added |
| Hummer Financial Advisory Services Inc | 17,453 | $9.73M | 8.02% | +480+2.8% | Added |
| Fifth Third Securities, Inc. | 17,617 | $9.82M | 0.95% | +82+0.5% | Added |
| Yousif Capital Management, LLC | 17,702 | $9.85M | 0.11% | +5,936+50.5% | Added |
| Harbour Trust & Investment Management Co | 17,744 | $9.87M | 1.24% | −66−0.4% | Reduced |
| Arvest Investments, Inc. | 17,880 | $9.95M | 1.58% | −381−2.1% | Reduced |
| Kingfisher Capital LLC | 17,981 | $10.0M | 2.41% | +38+0.2% | Added |
| Victory Capital Management Inc | 18,105 | $10.1M | 0.01% | +1,115+6.6% | Added |
| Evercore Wealth Management, LLC | 18,333 | $10.2M | 0.16% | −1,717−8.6% | Reduced |
| Terry L. Blaker | 18,422 | $10.2M | 0.77% | −13−0.1% | Reduced |
| NBT Bank N A | 18,434 | $10.3M | 0.75% | −352−1.9% | Reduced |
| Means Investment Co., Inc. | 18,770 | $10.4M | 1.35% | −5,622−23.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,184 | $10.7M | 3.53% | 00.0% | Unchanged |
| Central Bank & Trust Co | 19,488 | $10.8M | 1.55% | −268−1.4% | Reduced |
| Lutz Financial Services LLC | 19,597 | $10.9M | 0.95% | −33−0.2% | Reduced |
| Old National Bancorp | 19,688 | $11.0M | 0.26% | −371−1.8% | Reduced |
| Agf Management Ltd | 19,747 | $11.0M | 0.06% | −505−2.5% | Reduced |
| Linscomb & Williams, Inc. | 19,785 | $11.0M | 0.57% | −598−2.9% | Reduced |
| jvl associates llc | 19,992 | $11.1M | 4.58% | −13−0.1% | Reduced |
| Brown Brothers Harriman & Co | 20,191 | $11.2M | 0.09% | −721−3.4% | Reduced |
| CWM, LLC | 20,276 | $11.3M | 0.05% | −941−4.4% | Reduced |
| Pachira Investments Inc. | 20,368 | $11.3M | 9.26% | −507−2.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,474 | $11.4M | 3.28% | −269−1.3% | Reduced |
| Trifecta Capital Advisors, LLC | 20,928 | $11.6M | 2.83% | +198+1.0% | Added |
| IMC-Chicago, LLC | 21,175 | $11.8M | 0.41% | −277,818−92.9% | Reduced |
| First Financial Bank - Trust Division | 21,223 | $11.8M | 1.13% | −1,706−7.4% | Reduced |
| Avantax Advisory Services, Inc. | 21,291 | $11.8M | 0.11% | +921+4.5% | Added |
| Exchange Capital Management, Inc. | 21,845 | $12.2M | 1.98% | −307−1.4% | Reduced |
| Glenmede Trust Co NA | 21,894 | $12.2M | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 21,945 | $12.2M | 0.86% | −226−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 22,219 | $12.4M | 0.14% | +4,850+27.9% | Added |
| SlateStone Wealth, LLC | 22,790 | $12.7M | 1.27% | −160−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,083 | $12.8M | 2.06% | +4,066+21.4% | Added |
| MCF Advisors LLC | 23,316 | $13.0M | 1.01% | −93−0.4% | Reduced |
| Passaic Partners LLC | 23,861 | $13.3M | 1.91% | +23,861 | New |
| Caldwell Trust Co | 23,920 | $13.3M | 1.55% | −559−2.3% | Reduced |
| MML Investors Services, LLC | 24,152 | $13.4M | 0.06% | +217+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 24,539 | $13.7M | 0.15% | +27+0.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 24,724 | $13.8M | 4.73% | +154+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,726 | $13.8M | 0.05% | +651+2.7% | Added |
| FMR LLC | 24,960 | $13.9M | 0.00% | +2,025+8.8% | Added |
| Carnegie Capital Asset Management, LLC | 25,086 | $14.0M | 0.43% | −1,036−4.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,182 | $14.0M | 0.32% | +440+1.8% | Added |
| Simmons Bank | 25,722 | $14.3M | 1.08% | −399−1.5% | Reduced |
| Lido Advisors, LLC | 25,702 | $14.3M | 0.13% | −654−2.5% | Reduced |
| Youngs Advisory Group, Inc. | 26,081 | $14.5M | 6.48% | +725+2.9% | Added |
| Wellspring Financial Advisors, LLC | 26,500 | $14.7M | 2.33% | −1,754−6.2% | Reduced |
| Commerce Bank | 26,733 | $14.9M | 0.10% | −408−1.5% | Reduced |
| EP Wealth Advisors, LLC | 28,349 | $15.8M | 0.18% | +287+1.0% | Added |
| Hancock Whitney Corp | 28,986 | $16.1M | 0.56% | −1,540−5.0% | Reduced |
| Curbstone Financial Management Corp | 30,472 | $17.0M | 3.66% | −90−0.3% | Reduced |
| RMB Capital Management, LLC | 31,644 | $17.6M | 0.40% | +6,829+27.5% | Added |
| Trustmark National Bank Trust Department | 31,880 | $17.7M | 1.45% | +150.0% | Added |
| Huntington National Bank | – | $17.8M | 0.14% | – | – |
| Tandem Wealth Advisors LLC | 32,383 | $17.8M | 9.81% | +75+0.2% | Added |
| Vestor Capital, LLC | 32,491 | $18.1M | 1.53% | +325+1.0% | Added |
| Granite Bay Wealth Management, LLC | 32,784 | $18.2M | 10.37% | −2,537,256−98.7% | Reduced |
| Camden Capital, LLC | 32,796 | $18.2M | 1.62% | −328−1.0% | Reduced |
| Bessemer Group Inc | 32,914 | $18.3M | 0.03% | −47,612−59.1% | Reduced |
| Miracle Mile Advisors, LLC | 32,999 | $18.4M | 0.46% | −4,715−12.5% | Reduced |
| GYL Financial Synergies, LLC | 33,094 | $18.4M | 1.44% | +120+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 34,255 | $19.1M | 0.20% | −993−2.8% | Reduced |
| Pinnacle Financial Partners Inc | 35,504 | $19.8M | 0.43% | +798+2.3% | Added |
| Prio Wealth Limited Partnership | 35,734 | $19.9M | 0.57% | +154+0.4% | Added |
| BlackRock Inc. | 35,735 | $19.9M | 0.00% | −3,939−9.9% | Reduced |
| Balyasny Asset Management LLC | 35,840 | $19.9M | 0.05% | +35,840 | New |