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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
Transcendent Capital Group LLC162$90.1K0.05%+162New
Jones Financial Companies LLLP162$90.4K0.00%+49+43.4%Added
Assetmark, Inc163$90.6K0.00%+63+63.0%Added
Costello Asset Management, INC172$95.7K0.07%00.0%Unchanged
Tortoise Investment Management, LLC177$98.5K0.01%00.0%Unchanged
Gables Capital Management Inc.177$98.5K0.05%00.0%Unchanged
Sunbelt Securities, Inc.178$99.2K0.01%−56−23.9%Reduced
EnRich Financial Partners LLC180$100.2K0.04%+180New
Banque Cantonale Vaudoise182$101.0K0.00%00.0%Unchanged
LRI Investments, LLC182$101.3K0.03%+182New
Northwest Bank & Trust Co195$101.9K0.09%00.0%Unchanged
Godsey & Gibb Associates185$102.9K0.01%00.0%Unchanged
Palisades Hudson Asset Management, L.P.188$105.0K0.05%+188New
TD Capital Management LLC197$109.5K0.01%+1+0.5%Added
Mascoma Wealth Management LLC198$110.2K0.03%00.0%Unchanged
PFG Private Wealth Management, LLC199$110.7K0.07%00.0%Unchanged
Rogco, LP200$111.3K0.05%−11−5.2%Reduced
Blue Chip Partners, Inc.200$111.3K0.01%+200New
Indiana Trust & Investment Management CO202$112.4K0.05%00.0%Unchanged
NBC Securities, Inc.189$115.0K0.01%+50+36.0%Added
Beacon Capital Management, LLC208$115.7K0.02%00.0%Unchanged
Hollencrest Capital Management209$116.3K0.01%+10+5.0%Added
Icon Wealth Advisors, LLC226$125.7K0.01%00.0%Unchanged
IAG Wealth Partners, LLC229$127.4K0.03%+203+780.8%Added
Monetary Management Group Inc230$128.0K0.04%00.0%Unchanged
CNB Bank235$130.8K0.06%00.0%Unchanged
Evermay Wealth Management LLC250$139.4K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC250$139.4K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.271$140.0K0.08%−1−0.4%Reduced
Archer Investment Corp256$142.4K0.04%00.0%Unchanged
SJS Investment Consulting Inc.262$145.8K0.03%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.265$147.4K0.06%+1+0.4%Added
Proequities, Inc.265$147.7K0.01%−8−2.9%Reduced
Contravisory Investment Management, Inc.272$151.4K0.03%−10−3.5%Reduced
Mather Group, LLC.314$159.3K0.00%−126−28.6%Reduced
JJJ Advisors Inc.290$161.6K0.03%00.0%Unchanged
Fairman Group, LLC304$169.3K0.16%−26−7.9%Reduced
Operose Advisors LLC329$183.1K0.06%00.0%Unchanged
Silicon Valley Capital Partners329$183.1K0.03%+1+0.3%Added
Tyler-Stone Wealth Management335$186.4K0.08%00.0%Unchanged
Arcadia Investment Management Corp342$190.3K0.03%00.0%Unchanged
Pingora Partners LLC350$194.7K0.14%−25−6.7%Reduced
Blackhill Capital Inc351$195.3K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC355$197.5K0.03%−97−21.5%Reduced
Bangor Savings Bank358$199.2K0.02%00.0%Unchanged
YHB Investment Advisors, Inc.360$200.3K0.02%−75−17.2%Reduced
Lumbard & Kellner, LLC360$200.3K0.10%+360New
Fox Hill Wealth Management361$200.9K0.14%+361New
Girard Partners Ltd.361$200.9K0.02%+361New
Garde Capital, Inc.362$201.0K0.01%00.0%Unchanged
Lowery Thomas, LLC362$201.4K0.15%+362New
Northeast Investment Management362$201.4K0.01%+362New
River Street Advisors LLC362$201.4K0.14%−248−40.7%Reduced
Cora Capital Advisors LLC363$202.0K0.11%+363New
HTLF Bank364$202.5K0.02%+364New
Rappaport Reiches Capital Management, LLC367$203.9K0.06%+367New
Asset Dedication, LLC367$204.0K0.02%00.0%Unchanged
Ellevest, Inc.367$204.2K0.01%+367New
Charles Schwab Trust Co368$204.6K0.02%+368New
Jacobs & Co370$205.0K0.02%+370New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC368$205.1K0.01%+10+2.8%Added
Milestone Asset Management, LLC373$207.5K0.06%−37−9.0%Reduced
Garrett Wealth Advisory Group, LLC373$207.5K0.08%+373New
Confluence Wealth Services, Inc.377$209.8K0.02%−751−66.6%Reduced
One Charles Private Wealth Services, LLC377$209.8K0.09%+377New
Gimbal Financial379$210.9K0.17%+379New
SeaCrest Wealth Management, LLC379$211.0K0.03%+379New
Fayez Sarofim & Co380$211.4K0.00%+380New
Breakwater Investment Management380$211.4K0.10%+380New
Sax Wealth Advisors, LLC381$212.0K0.02%+381New
Nicholas Hoffman & Company, LLC.383$213.1K0.01%+383New
Regal Investment Advisors LLC383$213.1K0.01%+383New
Platte River Wealth Advisors, LLC385$214.2K0.06%−50−11.5%Reduced
Private Capital Management, LLC385$214.2K0.02%+385New
Aries Wealth Management385$214.2K0.07%+385New
Summit Financial Wealth Advisors, LLC385$214.3K0.04%+385New
Maxwell Wealth Strategies Inc.400$215.6K0.11%+400New
Objective Capital Management, LLC389$216.7K0.15%+389New
Accordant Advisory Group Inc394$219.2K0.16%+394New
Catalyst Financial Partners LLC424$219.3K0.06%00.0%Unchanged
Wambolt & Associates, LLC400$221.0K0.07%00.0%Unchanged
White Pine Investment CO397$221.0K0.07%−1,679−80.9%Reduced
Green Harvest Asset Management LLC398$221.4K0.01%+398New
Empirical Asset Management, LLC400$222.5K0.11%+400New
Pictet & Cie (Europe) SA400$222.6K0.01%00.0%Unchanged
Icapital Wealth LLC400$222.6K0.13%00.0%Unchanged
Rockwood Wealth Management, LLC400$222.6K0.03%00.0%Unchanged
Counterweight Ventures, LLC400$222.6K0.18%00.0%Unchanged
Creative Financial Designs Inc401$223.0K0.02%+11+2.8%Added
Cordatus Wealth Management LLC400$223.0K0.16%−1,215−75.2%Reduced
Boston Common Asset Management, LLC400$223.0K0.01%00.0%Unchanged
Grassi Investment Management401$223.0K0.02%+1+0.3%Added
Eagle Ridge Investment Management402$223.7K0.02%+402New
Alexander Randolph Advisory, Inc.404$224.8K0.20%00.0%Unchanged
WNY Asset Management, LLC404$224.8K0.03%+404New
Root Financial Partners, LLC405$225.3K0.07%+405New
Aull & Monroe Investment Management Corp406$225.9K0.10%00.0%Unchanged
Madden Advisory Services, Inc.407$226.5K0.12%00.0%Unchanged
Cynosure Management, LLC408$227.0K0.04%00.0%Unchanged
Vantage Financial Partners, LLC409$227.8K0.06%+8+2.0%Added