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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
Capital Fund Management S.A.0$00.00%−19,232−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−11,152−100.0%Sold out
Chilton Investment Co LLC0$00.00%−7,773−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−5,144−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−4,738−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−3,900−100.0%Sold out
Walleye Trading LLC0$00.00%−3,799−100.0%Sold out
Bank of Nova Scotia0$00.00%−3,166−100.0%Sold out
Financial Network Wealth Management LLC0$00.00%−2,500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,198−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,268−100.0%Sold out
First County Bank0$00.00%−1,110−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−997−100.0%Sold out
Eagle Strategies LLC0$00.00%−860−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−809−100.0%Sold out
Howard Financial Services, Ltd.0$00.00%−790−100.0%Sold out
EHP Funds Inc.0$00.00%−700−100.0%Sold out
ICW Investment Advisors LLC0$00.00%−699−100.0%Sold out
Group One Trading, L.P.0$00.00%−629−100.0%Sold out
CFM Wealth Partners LLC0$00.00%−629−100.0%Sold out
Zevin Asset Management LLC0$00.00%−624−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−600−100.0%Sold out
Manhattan West Asset Management, LLC0$00.00%−600−100.0%Sold out
Private Capital Management LLC0$00.00%−600−100.0%Sold out
Carlson Capital Management0$00.00%−575−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−508−100.0%Sold out
BlueSky Wealth Advisors, LLC0$00.00%−493−100.0%Sold out
Keeler Thomas Management LLC0$00.00%−483−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−481−100.0%Sold out
Washington Trust Bank0$00.00%−480−100.0%Sold out
Estate Counselors, LLC0$00.00%−475−100.0%Sold out
Guardian Capital Advisors LP0$00.00%−460−100.0%Sold out
Southernsun Asset Management, LLC0$00.00%−440−100.0%Sold out
Scissortail Wealth Management, LLC0$00.00%−430−100.0%Sold out
Norway Savings Bank0$00.00%−425−100.0%Sold out
Successful Portfolios LLC0$00.00%−424−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−402−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−402−100.0%Sold out
Blue Zone Wealth Advisors, LLC0$00.00%−400−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−353−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−300−100.0%Sold out
Northwest Financial Advisors0$00.00%−293−100.0%Sold out
O'Dell Group, LLC0$00.00%−235−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−235−100.0%Sold out
West Tower Group, LLC0$00.00%−186−100.0%Sold out
ORG Partners LLC0$00.00%−86−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−45−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−1−100.0%Sold out
Bartlett & Co. LLC––––Not filed
Moreno Evelyn V––––Not filed
Telemus Capital, LLC––––Not filed
Bridgeworth, LLC––––Not filed
Focus Financial Network Inc––––Not filed
Wade G W & Inc––––Not filed
Sawtooth Solutions, LLC––––Not filed
Putnam Investments LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Platform Technology Partners––––Not filed
Live Oak Investment Partners––––Not filed