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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 35,904 | $20.0M | 1.15% | +26+0.1% | Added |
| M&T Bank Corp | 36,211 | $20.1M | 0.07% | −4,228−10.5% | Reduced |
| 1st Source Bank | 36,366 | $20.2M | 1.18% | −104−0.3% | Reduced |
| Cresset Asset Management, LLC | 36,439 | $20.3M | 0.10% | +14,190+63.8% | Added |
| Johnson Investment Counsel Inc | 36,934 | $20.6M | 0.22% | −291−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,275 | $20.7M | 0.05% | −644−1.7% | Reduced |
| Barclays PLC | 37,760 | $21.0M | 0.01% | +1,865+5.2% | Added |
| Waldron Private Wealth LLC | 38,184 | $21.3M | 0.96% | −4,457−10.5% | Reduced |
| IFG Advisors, LLC | 39,132 | $21.8M | 5.63% | +2,016+5.4% | Added |
| Shapiro Capital Management LLC | 39,250 | $21.8M | 0.59% | +39,250 | New |
| Wealth Alliance Advisory Group, LLC | 39,752 | $22.1M | 5.13% | +1,608+4.2% | Added |
| Janney Montgomery Scott LLC | 40,650 | $22.6M | 0.07% | −2,420−5.6% | Reduced |
| Nixon Peabody Trust Co | 41,149 | $22.9M | 2.10% | −9,750−19.2% | Reduced |
| Edge Capital Group, LLC | 41,363 | $23.0M | 1.14% | −1,945−4.5% | Reduced |
| LCM Capital Management Inc | 41,798 | $23.3M | 15.03% | +456+1.1% | Added |
| Kowal Investment Group, LLC | 42,568 | $23.7M | 5.12% | +124+0.3% | Added |
| Klingman & Associates, LLC | 44,646 | $24.8M | 1.73% | −804−1.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,857 | $25.0M | 4.11% | −106−0.2% | Reduced |
| Cumberland Advisors Inc | 44,867 | $25.0M | 9.28% | +943+2.1% | Added |
| Rockefeller Capital Management L.P. | 44,878 | $25.0M | 0.07% | −1,135−2.5% | Reduced |
| Financial Advisory Group | 45,304 | $25.2M | 4.45% | −513−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 47,685 | $25.3M | 1.07% | +805+1.7% | Added |
| Citizens Financial Group Inc | 45,884 | $25.5M | 0.85% | −1,983−4.1% | Reduced |
| Conning Inc. | 46,753 | $26.0M | 0.85% | −1,079−2.3% | Reduced |
| Retirement Systems of Alabama | 46,952 | $26.1M | 0.10% | +65+0.1% | Added |
| Comerica Bank | 47,053 | $26.2M | 0.11% | +7,947+20.3% | Added |
| Crewe Advisors LLC | 48,448 | $27.0M | 3.14% | −342−0.7% | Reduced |
| First Hawaiian Bank | 48,961 | $27.2M | 0.84% | −390−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 49,924 | $27.8M | 0.06% | −199,956−80.0% | Reduced |
| Susquehanna International Group, LLP | 49,977 | $27.8M | 0.04% | −16,239−24.5% | Reduced |
| Oldfather Financial Services, LLC | 51,901 | $28.9M | 11.89% | +483+0.9% | Added |
| Stifel Financial Corp | 52,031 | $28.9M | 0.03% | −11,360−17.9% | Reduced |
| Clearstead Advisors, LLC | 53,051 | $29.0M | 1.44% | −757−1.4% | Reduced |
| Heritage Investors Management Corp | 54,596 | $30.4M | 1.07% | −1,105−2.0% | Reduced |
| Baird Financial Group, Inc. | 56,266 | $31.3M | 0.07% | −1,306−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 57,271 | $31.9M | 0.50% | −1,982−3.3% | Reduced |
| Massmutual Trust Co FSB | 58,188 | $32.4M | 1.01% | +1,695+3.0% | Added |
| Advisor Group Holdings, Inc. | 58,336 | $32.5M | 0.07% | +5,838+11.1% | Added |
| Ascent Wealth Partners, LLC | 59,203 | $32.9M | 4.89% | +1,408+2.4% | Added |
| Divergent Planning, LLC | 60,058 | $33.2M | 14.02% | +2,601+4.5% | Added |
| Smith, Moore & Co. | 59,907 | $33.3M | 3.55% | +615+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 61,850 | $34.5M | 0.53% | −201−0.3% | Reduced |
| Captrust Financial Advisors | 62,129 | $34.6M | 0.13% | −12,651−16.9% | Reduced |
| Cetera Investment Advisers | 63,519 | $35.3M | 0.08% | +52,910+498.7% | Added |
| Financial Counselors Inc | 64,783 | $36.0M | 0.61% | −3,629−5.3% | Reduced |
| Pinnacle Associates Ltd | 64,897 | $36.1M | 0.57% | −245−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 65,266 | $36.3M | 1.04% | +1,951+3.1% | Added |
| Envestnet Asset Management Inc | 65,348 | $36.4M | 0.01% | −830−1.3% | Reduced |
| Blair William & Co | 66,768 | $37.1M | 0.12% | +2,659+4.1% | Added |
| Pittenger & Anderson Inc | 68,964 | $38.4M | 1.56% | +111+0.2% | Added |
| MetLife Investment Management | 73,400 | $40.8M | 0.27% | +23,700+47.7% | Added |
| Portland Global Advisors LLC | 74,443 | $41.4M | 5.65% | −4,480−5.7% | Reduced |
| Henshaw Capital LLC | 75,050 | $41.8M | 1.95% | 00.0% | Unchanged |
| Hyman Charles D | 76,737 | $42.7M | 2.36% | +1,039+1.4% | Added |
| Citadel Advisors LLC | 76,925 | $42.8M | 0.04% | −58,572−43.2% | Reduced |
| Cerity Partners LLC | 90,171 | $50.2M | 0.13% | −3,142−3.4% | Reduced |
| Ameriprise Financial Inc | 90,846 | $50.6M | 0.01% | −14,946−14.1% | Reduced |
| Sandy Spring Bank | 96,355 | $53.6M | 2.44% | −3,228−3.2% | Reduced |
| Mariner, LLC | 101,126 | $56.3M | 0.12% | +613+0.6% | Added |
| Commonwealth Equity Services, LLC | 101,175 | $56.3M | 0.09% | −14,264−12.4% | Reduced |
| SG Americas Securities, LLC | 101,803 | $56.6M | 0.29% | +53,249+109.7% | Added |
| Truist Financial Corp | 102,988 | $57.3M | 0.09% | −43,455−29.7% | Reduced |
| Washington Trust Co | 105,079 | $58.5M | 2.15% | −2,290−2.1% | Reduced |
| Employees Retirement System of Texas | 108,500 | $60.4M | 0.66% | 00.0% | Unchanged |
| Montag A & Associates Inc | 110,359 | $61.5M | 3.08% | +251+0.2% | Added |
| Brown Advisory Inc | 114,660 | $63.8M | 0.09% | −346−0.3% | Reduced |
| Hills Bank & Trust Co | 121,164 | $67.4M | 5.72% | −962−0.8% | Reduced |
| FineMark National Bank & Trust | 126,646 | $70.5M | 2.62% | −825−0.6% | Reduced |
| Waddell & Associates, LLC | 134,867 | $75.0M | 10.14% | −2,455−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 138,712 | $77.2M | 0.11% | −2,121−1.5% | Reduced |
| Whittier Trust Co | 139,144 | $77.4M | 1.13% | −3,124−2.2% | Reduced |
| LPL Financial LLC | 139,244 | $77.5M | 0.04% | −1,287−0.9% | Reduced |
| HighTower Advisors, LLC | 144,208 | $80.3M | 0.13% | −39,377−21.4% | Reduced |
| Welch & Forbes LLC | 153,690 | $85.5M | 1.17% | −31,438−17.0% | Reduced |
| Bank of New York Mellon Corp | 175,895 | $97.9M | 0.02% | −30,532−14.8% | Reduced |
| Citigroup Inc | 188,603 | $104.9M | 0.11% | +24,662+15.0% | Added |
| MAI Capital Management | 206,272 | $114.8M | 1.20% | +3,294+1.6% | Added |
| BNP Paribas Arbitrage, SA | 240,374 | $133.7M | 0.16% | −109,037−31.2% | Reduced |
| Conservest Capital Advisors, Inc. | 242,106 | $134.7M | 13.74% | −13,126−5.1% | Reduced |
| CI Private Wealth, LLC | 257,105 | $143.1M | 0.25% | −80.0% | Reduced |
| Arvest Trust Co N A | 257,439 | $143.2M | 8.14% | −5,525−2.1% | Reduced |
| Creative Planning | 265,473 | $147.7M | 0.16% | +4,590+1.8% | Added |
| Alliancebernstein L.P. | 289,865 | $161.3M | 0.06% | +142,892+97.2% | Added |
| Raymond James & Associates | 356,786 | $198.5M | 0.13% | −43,089−10.8% | Reduced |
| JPMorgan Chase & Co | 371,678 | $206.8M | 0.02% | +881+0.2% | Added |
| Bank of Montreal | 487,591 | $271.5M | 0.14% | −2,374−0.5% | Reduced |
| Goldman Sachs Group Inc | 572,912 | $318.8M | 0.07% | +184,977+47.7% | Added |
| Northwestern Mutual Wealth Management Co | 588,719 | $327.6M | 0.34% | +67,949+13.0% | Added |
| UBS Group AG | 621,738 | $345.9M | 0.11% | +9,799+1.6% | Added |
| The PNC Financial Services Group, Inc. | 777,272 | $432.5M | 0.30% | −4,432−0.6% | Reduced |
| Royal Bank of Canada | 784,857 | $436.7M | 0.11% | +290,880+58.9% | Added |
| Pathstone Holdings, LLC | 950,260 | $528.7M | 2.49% | −6,224−0.7% | Reduced |
| US Bancorp | 1,069,012 | $594.8M | 0.83% | −12,669−1.2% | Reduced |
| Northern Trust Corp | 1,114,521 | $620.1M | 0.11% | −36,182−3.1% | Reduced |
| Wells Fargo & Company | 1,362,552 | $758.1M | 0.20% | −113,997−7.7% | Reduced |
| Morgan Stanley | 1,634,748 | $909.6M | 0.07% | +89,808+5.8% | Added |
| Bank of America Corp | 2,412,897 | $1.34B | 0.13% | +390,171+19.3% | Added |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −71,912−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −23,209−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |