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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 541 | $300.9K | 0.06% | +2+0.4% | Added |
| American National Bank | 544 | $302.7K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 546 | $304.0K | 0.04% | +50+10.1% | Added |
| TD Asset Management Inc | 547 | $304.4K | 0.00% | +5+0.9% | Added |
| Guyasuta Investment Advisors Inc | 601 | $304.9K | 0.02% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $306.0K | 0.12% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 551 | $306.6K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 556 | $309.0K | 0.03% | −3−0.5% | Reduced |
| CapWealth Advisors, LLC | 558 | $310.5K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $311.6K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $312.1K | 0.14% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 562 | $312.7K | 0.10% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 562 | $312.7K | 0.05% | +23+4.3% | Added |
| Schechter Investment Advisors, LLC | 564 | $313.8K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $314.4K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 566 | $314.9K | 0.01% | +34+6.4% | Added |
| Investment Partners, Ltd. | 568 | $316.0K | 0.14% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 571 | $317.9K | 0.08% | +571 | New |
| Dividend Assets Capital, LLC | 571 | $318.0K | 0.07% | 00.0% | Unchanged |
| Etfidea, LLC | 575 | $319.9K | 0.11% | +14+2.5% | Added |
| Empowered Funds, LLC | 575 | $319.9K | 0.01% | +575 | New |
| Heritage Investment Group, Inc. | 575 | $320.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $320.5K | 0.08% | 00.0% | Unchanged |
| BIP Wealth, LLC | 576 | $320.5K | 0.02% | +576 | New |
| Merriman Wealth Management, LLC | 576 | $321.1K | 0.01% | −75−11.5% | Reduced |
| Lakeview Capital Partners, LLC | 577 | $321.3K | 0.05% | −29−4.8% | Reduced |
| Summit Asset Management, LLC | 578 | $321.6K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $322.8K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 581 | $323.3K | 0.03% | −10−1.7% | Reduced |
| Paragon Capital Management LLC | 582 | $323.8K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 584 | $324.7K | 0.01% | +126+27.5% | Added |
| Atomi Financial Group, Inc. | 587 | $326.3K | 0.03% | +37+6.7% | Added |
| Trust Point Inc. | 588 | $327.2K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 589 | $327.5K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 589 | $327.6K | 0.10% | +92+18.5% | Added |
| Coordinated Financial Services, Inc. | 590 | $328.0K | 0.29% | +590 | New |
| Well Done, LLC | 590 | $328.3K | 0.06% | −58−9.0% | Reduced |
| NWF Advisory Services Inc. | 592 | $329.4K | 0.06% | +592 | New |
| Waypoint Capital Advisors, LLC | 593 | $329.9K | 0.09% | +40+7.2% | Added |
| Sym Financial Corp | 600 | $333.8K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $333.8K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $333.8K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 600 | $334.0K | 0.04% | −50−7.7% | Reduced |
| Shaker Investments LLC | 602 | $334.8K | 0.14% | +3+0.5% | Added |
| Apexium Financial, LP | 606 | $337.1K | 0.03% | −324−34.8% | Reduced |
| Zacks Investment Management | 606 | $337.2K | 0.00% | +20+3.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 608 | $338.5K | 0.01% | −7−1.1% | Reduced |
| Shufro Rose & Co LLC | 611 | $340.0K | 0.03% | −70−10.3% | Reduced |
| Imprint Wealth LLC | 616 | $340.3K | 0.08% | +616 | New |
| Sapient Capital LLC | 612 | $341.1K | 0.01% | 00.0% | Unchanged |
| Cortland Associates Inc | 615 | $342.0K | 0.04% | −4−0.6% | Reduced |
| CM Wealth Advisors LLC | 629 | $342.6K | 0.10% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 618 | $343.9K | 0.25% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 622 | $346.1K | 0.23% | −292−31.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 623 | $346.6K | 0.10% | +302+94.1% | Added |
| CRA Financial Services, LLC | 624 | $347.2K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 626 | $348.3K | 0.01% | −419−40.1% | Reduced |
| Wolverine Trading, LLC | 631 | $351.1K | 0.00% | −3,781−85.7% | Reduced |
| Rise Advisors, LLC | 634 | $353.0K | 0.19% | +30+5.0% | Added |
| Anchor Capital Advisors LLC | 635 | $353.3K | 0.01% | −35−5.2% | Reduced |
| PFG Investments, LLC | 639 | $355.3K | 0.02% | +639 | New |
| Black Diamond Financial, LLC | 702 | $356.2K | 0.10% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 702 | $356.4K | 0.08% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 639 | $357.1K | 0.12% | +1+0.2% | Added |
| Aptus Capital Advisors, LLC | 642 | $357.2K | 0.01% | −8−1.2% | Reduced |
| Level Four Advisory Services, LLC | 706 | $358.2K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $358.9K | 0.00% | 00.0% | Unchanged |
| Cadinha & Co LLC | 646 | $359.4K | 0.06% | −2−0.3% | Reduced |
| Monterey Private Wealth, Inc. | 649 | $361.1K | 0.14% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $361.7K | 0.10% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $361.7K | 0.17% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 651 | $362.5K | 0.17% | +1+0.2% | Added |
| First Financial Bankshares Inc | 654 | $363.9K | 0.01% | +654 | New |
| Clearwater Capital Advisors, LLC | 656 | $365.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 657 | $365.5K | 0.01% | +71+12.1% | Added |
| Bedel Financial Consulting, Inc. | 657 | $365.6K | 0.06% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 661 | $367.7K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 661 | $367.8K | 0.03% | −30−4.3% | Reduced |
| Rehmann Capital Advisory Group | 663 | $369.1K | 0.03% | +16+2.5% | Added |
| Wealth Alliance | 665 | $370.0K | 0.05% | 00.0% | Unchanged |
| Jennison Associates LLC | 666 | $370.5K | 0.00% | −1,169−63.7% | Reduced |
| Flagship Private Wealth, LLC | 667 | $371.4K | 0.24% | −44−6.2% | Reduced |
| Patton Albertson Miller Group, LLC | 668 | $371.7K | 0.06% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 669 | $372.2K | 0.30% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $375.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 682 | $375.7K | 0.15% | +2+0.3% | Added |
| NewEdge Wealth, LLC | 710 | $376.5K | 0.01% | −51−6.7% | Reduced |
| Quantinno Capital Management LP | 682 | $379.0K | 0.01% | +682 | New |
| Orion Capital Management LLC | 684 | $380.3K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 685 | $381.1K | 0.03% | 00.0% | Unchanged |
| Berkeley, Inc | 686 | $381.7K | 0.23% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $383.5K | 0.28% | −51−6.9% | Reduced |
| Carret Asset Management, LLC | 695 | $386.7K | 0.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 698 | $388.4K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 699 | $388.9K | 0.02% | +155+28.5% | Added |
| North Star Asset Management Inc | 700 | $389.5K | 0.02% | −100−12.5% | Reduced |
| Aberdeen Wealth Management LLC | 701 | $390.0K | 0.23% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $390.2K | 0.04% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 770 | $391.0K | 0.05% | +60+8.5% | Added |
| Brand Asset Management Group, Inc. | 705 | $392.3K | 0.17% | 00.0% | Unchanged |