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 |
|---|---|---|---|---|---|
| Lane & Associates LLC | 410 | $228.1K | 0.14% | +410 | New |
| Geneos Wealth Management Inc. | 411 | $228.8K | 0.01% | −35−7.8% | Reduced |
| Financial Insights, Inc. | 414 | $230.3K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 418 | $232.6K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 418 | $232.6K | 0.09% | 00.0% | Unchanged |
| Camden National Bank | 418 | $232.6K | 0.04% | +418 | New |
| Inspirion Wealth Advisors, LLC | 420 | $233.7K | 0.04% | −10−2.3% | Reduced |
| Brookmont Capital Management | 420 | $233.7K | 0.12% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 420 | $233.7K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 420 | $233.8K | 0.03% | −41−8.9% | Reduced |
| Brown Miller Wealth Management, LLC | 422 | $234.8K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 464 | $235.4K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $236.5K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $237.2K | 0.06% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 430 | $239.3K | 0.00% | −225−34.4% | Reduced |
| Hall Kathryn A. | 430 | $239.3K | 0.06% | −215−33.3% | Reduced |
| Van Strum & Towne Inc. | 430 | $239.3K | 0.09% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 431 | $239.8K | 0.00% | −21−4.6% | Reduced |
| Naviter Wealth, LLC | 433 | $241.4K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 434 | $241.8K | 0.06% | +434 | New |
| J. W. Coons Advisors, LLC | 437 | $243.1K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 438 | $243.7K | 0.16% | −60−12.0% | Reduced |
| Exeter Financial, LLC | 450 | $243.8K | 0.11% | 00.0% | Unchanged |
| South State Corp. | 440 | $244.8K | 0.02% | −41−8.5% | Reduced |
| High Probability Advisors, LLC | 440 | $244.8K | 0.05% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $245.4K | 0.06% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $246.5K | 0.23% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $247.0K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Group | 444 | $247.0K | 0.02% | +34+8.3% | Added |
| Financial Partners Group, Inc | 448 | $249.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $249.3K | 0.02% | +448 | New |
| Westside Investment Management, Inc. | 450 | $249.5K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 449 | $249.8K | 0.03% | −5−1.1% | Reduced |
| Gateway Wealth Partners, LLC | 450 | $250.4K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 455 | $253.2K | 0.02% | +455 | New |
| Excalibur Management Corp | 457 | $254.3K | 0.11% | +457 | New |
| Mystic Asset Management, Inc. | 460 | $255.9K | 0.11% | −35−7.1% | Reduced |
| Investment Advisory Services Inc | 460 | $255.9K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $255.9K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 462 | $257.3K | 0.07% | +1+0.2% | Added |
| Atwood & Palmer Inc | 463 | $257.3K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $257.6K | 0.00% | – | – |
| Soundmark Wealth Management, LLC | 464 | $258.3K | 0.11% | +2+0.4% | Added |
| Hoese & Co LLP | 490 | $258.7K | 0.24% | −90−15.5% | Reduced |
| Bensler, LLC | 465 | $258.7K | 0.04% | 00.0% | Unchanged |
| Apeiron RIA LLC | 465 | $258.7K | 0.07% | +465 | New |
| WealthTrust Axiom LLC | 465 | $258.8K | 0.08% | −67−12.6% | Reduced |
| Tradition Wealth Management, LLC | 466 | $259.2K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 467 | $259.8K | 0.06% | −150−24.3% | Reduced |
| Capital Advisors Inc | 470 | $261.5K | 0.01% | +470 | New |
| Lesa Sroufe & Co | 470 | $262.0K | 0.25% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $264.0K | 0.05% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 475 | $264.3K | 0.34% | +475 | New |
| Lantern Wealth Advisors, LLC | 476 | $264.6K | 0.19% | +27+6.0% | Added |
| Birch Hill Investment Advisors LLC | 478 | $266.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 478 | $266.1K | 0.06% | −20−4.0% | Reduced |
| Heritage Wealth Partners, LLC | 526 | $267.0K | 0.54% | 00.0% | Unchanged |
| Congress Asset Management Co | 483 | $268.7K | 0.00% | −2,111−81.4% | Reduced |
| Vise Technologies, Inc. | 483 | $268.7K | 0.05% | +483 | New |
| Cypress Wealth Services, LLC | 485 | $269.9K | 0.06% | +485 | New |
| Measured Wealth Private Client Group, LLC | 488 | $271.5K | 0.09% | 00.0% | Unchanged |
| Burney Co | 490 | $272.6K | 0.01% | +490 | New |
| Morris Retirement Advisors, LLC | 494 | $274.9K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $275.4K | 0.17% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 496 | $276.2K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 497 | $276.5K | 0.00% | +71+16.7% | Added |
| Gunn & Co Investment Management, Inc. | 500 | $278.0K | 0.21% | −362−42.0% | Reduced |
| PAX Financial Group, LLC | 500 | $278.2K | 0.06% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $278.2K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $278.2K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $278.2K | 0.03% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $279.9K | 0.11% | −503−50.0% | Reduced |
| Heritage Trust Co | 504 | $280.4K | 0.04% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $282.7K | 0.03% | −19−3.6% | Reduced |
| AA Financial Advisors, LLC | 508 | $282.7K | 0.11% | 00.0% | Unchanged |
| Trust Co | 509 | $283.2K | 0.04% | −46−8.3% | Reduced |
| Northeast Financial Consultants Inc | 513 | $285.4K | 0.01% | +513 | New |
| Libra Wealth LLC | 515 | $286.5K | 0.13% | 00.0% | Unchanged |
| Investment House LLC | 515 | $286.5K | 0.02% | +515 | New |
| JSF Financial, LLC | 516 | $287.1K | 0.09% | +1+0.2% | Added |
| Wedmont Private Capital | 524 | $287.7K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 518 | $288.7K | 0.03% | −38−6.8% | Reduced |
| Pinnacle Bancorp, Inc. | 520 | $289.3K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $289.9K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 522 | $290.2K | 0.15% | +262+100.8% | Added |
| Tarbox Family Office, Inc. | 522 | $290.4K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $291.0K | 0.07% | 00.0% | Unchanged |
| Asset Planning Corporation | 524 | $291.5K | 0.21% | +1+0.2% | Added |
| FSM Wealth Advisors, LLC | 525 | $292.2K | 0.10% | +23+4.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $292.7K | 0.07% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 526 | $292.9K | 0.24% | +1+0.2% | Added |
| Wintrust Investments LLC | 529 | $294.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 530 | $294.9K | 0.02% | +530 | New |
| Granite Harbor Advisors, Inc. | 531 | $295.5K | 0.20% | −6−1.1% | Reduced |
| ProVise Management Group, LLC | 532 | $296.0K | 0.03% | −7−1.3% | Reduced |
| Mendel Money Management | 532 | $296.0K | 0.14% | +12+2.3% | Added |
| Pure Financial Advisors, Inc. | 532 | $296.0K | 0.01% | +532 | New |
| Marcum Wealth, LLC | 533 | $296.6K | 0.03% | +11+2.1% | Added |
| Evergreen Capital Management LLC | 532 | $296.7K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 540 | $296.7K | 0.14% | −190−26.0% | Reduced |