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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 706 | $392.8K | 0.24% | +46+7.0% | Added |
| Retirement Planning Co of New England, Inc. | 707 | $393.4K | 0.22% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 708 | $393.7K | 0.02% | +96+15.7% | Added |
| One Capital Management, LLC | 715 | $397.8K | 0.01% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 743 | $399.7K | 0.23% | −198−21.0% | Reduced |
| Valeo Financial Advisors, LLC | 755 | $400.0K | 0.01% | +52+7.4% | Added |
| US Financial Advisors, LLC | 725 | $403.4K | 0.14% | 00.0% | Unchanged |
| FCG Investment Co | 725 | $403.4K | 0.32% | +218+43.0% | Added |
| Ronald Blue Trust, Inc. | 727 | $404.5K | 0.01% | +28+4.0% | Added |
| Mutual Advisors, LLC | 729 | $405.6K | 0.01% | −79−9.8% | Reduced |
| Norden Group LLC | 731 | $406.7K | 0.08% | −331−31.2% | Reduced |
| John W. Brooker & Co., CPAs | 732 | $407.2K | 0.22% | +1+0.1% | Added |
| StoneX Group Inc. | 733 | $408.8K | 0.04% | −61−7.7% | Reduced |
| Objectivity Squared, LLC | 765 | $411.2K | 0.36% | +3+0.4% | Added |
| Octavia Wealth Advisors, LLC | 740 | $412.5K | 0.06% | +101+15.8% | Added |
| Kingswood Wealth Advisors, LLC | 742 | $412.8K | 0.05% | −40−5.1% | Reduced |
| Howard Capital Management Group, LLC | 745 | $414.5K | 0.03% | −40−5.1% | Reduced |
| Rodgers Brothers Inc. | 748 | $416.2K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $416.3K | 0.08% | 00.0% | Unchanged |
| Napa Wealth Management | 750 | $417.4K | 0.22% | −5−0.7% | Reduced |
| Pioneer Trust Bank N A | 752 | $418.4K | 0.12% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 755 | $420.1K | 0.24% | −174−18.7% | Reduced |
| McCarthy & Cox | 757 | $421.4K | 0.16% | +757 | New |
| Beirne Wealth Consulting Services, LLC | 755 | $421.6K | 0.18% | +6+0.8% | Added |
| Great Lakes Advisors, LLC | 769 | $427.8K | 0.00% | −236−23.5% | Reduced |
| Foundations Investment Advisors, LLC | 772 | $429.6K | 0.01% | −413−34.9% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $434.0K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $434.0K | 0.22% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 781 | $434.5K | 0.17% | −15−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 781 | $434.5K | 0.12% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $434.8K | 0.28% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 784 | $436.2K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $437.3K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 787 | $437.9K | 0.00% | +137+21.1% | Added |
| Plancorp, LLC | 789 | $439.0K | 0.02% | +129+19.5% | Added |
| Koss-Olinger Consulting, LLC | 790 | $439.6K | 0.24% | −250−24.0% | Reduced |
| Ayrshire Capital Management LLC | 790 | $439.6K | 0.24% | −20−2.5% | Reduced |
| CenterStar Asset Management, LLC | 792 | $440.9K | 0.91% | +792 | New |
| REDW Wealth LLC | 794 | $441.9K | 0.12% | +4+0.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 797 | $443.5K | 0.05% | −7−0.9% | Reduced |
| Abbrea Capital, LLC | 797 | $444.0K | 0.06% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $444.0K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $444.0K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $444.6K | 0.08% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 799 | $444.6K | 0.00% | +3+0.4% | Added |
| Marquette Asset Management, LLC | 800 | $445.1K | 0.08% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $445.1K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 805 | $447.9K | 0.03% | +30+3.9% | Added |
| Woodmont Investment Counsel LLC | 813 | $452.1K | 0.04% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 814 | $452.9K | 0.13% | +57+7.5% | Added |
| Seascape Capital Management | 818 | $455.0K | 0.17% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $455.0K | 0.06% | 00.0% | Unchanged |
| Petix & Botte Co | 820 | $456.2K | 0.11% | −820−50.0% | Reduced |
| Brookstone Capital Management | 822 | $457.4K | 0.01% | −271−24.8% | Reduced |
| Jane Street Group, LLC | 826 | $459.6K | 0.00% | +826 | New |
| TFG Advisers LLC | 828 | $460.5K | 0.18% | +21+2.6% | Added |
| WSFS Capital Management, LLC | 834 | $464.0K | 0.03% | −150−15.2% | Reduced |
| Sigma Investment Counselors Inc | 834 | $464.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $464.5K | 0.22% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $465.4K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 845 | $469.9K | 0.05% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $471.3K | 0.22% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 849 | $472.4K | 0.05% | +1+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 850 | $472.7K | 0.04% | −5−0.6% | Reduced |
| Ledyard National Bank | 850 | $472.9K | 0.05% | −141−14.2% | Reduced |
| Fiera Capital Corp | 853 | $474.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 855 | $475.7K | 0.22% | +185+27.6% | Added |
| Ancora Advisors, LLC | 857 | $476.6K | 0.01% | +31+3.8% | Added |
| Denver Wealth Management, Inc. | 857 | $476.8K | 0.24% | −1−0.1% | Reduced |
| Litman Gregory Asset Management LLC | 857 | $476.8K | 0.04% | +857 | New |
| Cullen/Frost Bankers, Inc. | 858 | $477.4K | 0.01% | −75−8.0% | Reduced |
| Leo Wealth, LLC | 868 | $482.8K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 869 | $483.5K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 871 | $484.6K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $485.7K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $486.0K | 0.20% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $486.1K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 882 | $487.2K | 0.09% | +5+0.6% | Added |
| Pitcairn Co | 878 | $488.5K | 0.03% | +878 | New |
| Chilton Capital Management LLC | 878 | $488.5K | 0.02% | +340+63.2% | Added |
| SevenBridge Financial Group, LLC | 917 | $491.0K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 884 | $491.9K | 0.03% | −63−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 895 | $498.0K | 0.02% | −10−1.1% | Reduced |
| Stablepoint Partners, LLC | 896 | $498.5K | 0.10% | +256+40.0% | Added |
| Clear Creek Financial Management, LLC | 897 | $499.1K | 0.06% | +9+1.0% | Added |
| Buck Wealth Strategies, LLC | 898 | $499.6K | 0.17% | +898 | New |
| Vertex Planning Partners, LLC | 900 | $500.9K | 0.14% | −38−4.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 905 | $503.5K | 0.12% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 920 | $508.2K | 0.06% | +920 | New |
| Connors Investor Services Inc | 915 | $509.1K | 0.05% | 00.0% | Unchanged |
| WP Advisors, LLC | 915 | $509.3K | 0.17% | +86+10.4% | Added |
| HCR Wealth Advisors | 916 | $510.1K | 0.08% | +20+2.2% | Added |
| First Business Financial Services, Inc. | 917 | $510.2K | 0.05% | −634−40.9% | Reduced |
| Trillium Asset Management, LLC | 920 | $512.0K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 926 | $515.1K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 928 | $516.3K | 0.02% | −1−0.1% | Reduced |
| Gratus Capital LLC | 930 | $517.5K | 0.02% | +930 | New |
| Canal Capital Management, LLC | 938 | $521.9K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 941 | $523.6K | 0.02% | +941 | New |
| Glenview Trust Co | 945 | $525.8K | 0.01% | +10+1.1% | Added |