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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 946 | $526.4K | 0.09% | +103+12.2% | Added |
| WealthShield Partners, LLC | 950 | $529.5K | 0.09% | −141−12.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 955 | $531.5K | 0.06% | +555+138.8% | Added |
| First National Trust Co | 957 | $532.5K | 0.02% | −30−3.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $534.4K | 0.46% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $536.4K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 974 | $541.9K | 0.02% | −85−8.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,008 | $542.6K | 0.10% | +1+0.1% | Added |
| BSW Wealth Partners | 979 | $544.7K | 0.09% | +314+47.2% | Added |
| Appleton Partners Inc | 982 | $546.0K | 0.04% | −60−5.8% | Reduced |
| Tanager Wealth Management LLP | 988 | $550.7K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 991 | $551.4K | 0.11% | −20−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 992 | $551.9K | 0.08% | −20−2.0% | Reduced |
| Vishria Bird Financial Group, LLC | 992 | $552.0K | 0.24% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 997 | $555.0K | 0.01% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $556.0K | 0.26% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $556.4K | 0.01% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $556.4K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,002 | $557.5K | 0.06% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,005 | $559.0K | 0.23% | +20+2.0% | Added |
| Certified Advisory Corp | 1,008 | $560.7K | 0.08% | +132+15.1% | Added |
| Accredited Investors Inc. | 1,008 | $561.0K | 0.04% | −75−6.9% | Reduced |
| Arrowroot Family Office, LLC | 1,014 | $564.2K | 0.36% | +49+5.1% | Added |
| Baxter Bros Inc | 1,023 | $569.2K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,024 | $569.8K | 0.06% | −12−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,032 | $570.1K | 0.03% | +1,000+3,125.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,027 | $571.4K | 0.01% | +283+38.0% | Added |
| JNBA Financial Advisors | 1,037 | $577.0K | 0.06% | −22−2.1% | Reduced |
| GW&K Investment Management, LLC | 1,039 | $578.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,045 | $581.3K | 0.01% | +86+9.0% | Added |
| Financial Advisory Service, Inc. | 1,046 | $582.2K | 0.05% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,070 | $582.8K | 0.15% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,057 | $588.1K | 0.16% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,064 | $591.8K | 0.02% | −197−15.6% | Reduced |
| Strategic Advisors LLC | 1,083 | $602.6K | 0.12% | +1,083 | New |
| OneAscent Financial Services LLC | 1,087 | $605.0K | 0.07% | −58−5.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,087 | $605.1K | 0.04% | +67+6.6% | Added |
| Legacy Trust | 1,096 | $609.8K | 0.15% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,098 | $611.0K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $612.0K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,102 | $613.1K | 0.08% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,105 | $615.0K | 0.45% | −39−3.4% | Reduced |
| Fortress Wealth Group, LLC | 1,123 | $615.3K | 0.33% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,126 | $618.6K | 0.03% | +2+0.2% | Added |
| Wealth Advisory Solutions, LLC | 1,114 | $619.8K | 0.16% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,115 | $620.3K | 0.05% | −492−30.6% | Reduced |
| Private Ocean, LLC | 1,119 | $622.4K | 0.07% | +37+3.4% | Added |
| Pacific Sun Financial Corp | 1,120 | $623.2K | 0.36% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,125 | $626.0K | 0.10% | +760+208.2% | Added |
| New Hampshire Trust | 1,134 | $631.0K | 0.15% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,140 | $634.3K | 0.23% | −180−13.6% | Reduced |
| Rathbone Brothers plc | 1,140 | $634.3K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,142 | $635.3K | 0.30% | +21+1.9% | Added |
| German American Bancorp, Inc. | 1,142 | $635.8K | 0.08% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,152 | $641.9K | 0.02% | +1,152 | New |
| Capital Investment Advisors, LLC | 1,157 | $643.5K | 0.01% | +151+15.0% | Added |
| WorthPointe, LLC | 1,158 | $644.4K | 0.32% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,160 | $645.4K | 0.05% | −10−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $645.4K | 0.17% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,176 | $654.3K | 0.58% | +10+0.9% | Added |
| L & S Advisors Inc | 1,178 | $655.4K | 0.07% | +2+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,178 | $655.4K | 0.04% | +11+0.9% | Added |
| Hohimer Wealth Management, LLC | 1,183 | $658.2K | 0.15% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,192 | $663.2K | 0.05% | +125+11.7% | Added |
| Duncker Streett & Co Inc | 1,195 | $665.0K | 0.13% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 1,196 | $665.5K | 0.19% | +1,196 | New |
| M3 Advisory Group, LLC | 1,197 | $665.8K | 0.60% | +224+23.0% | Added |
| Independent Advisor Alliance | 1,200 | $667.7K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,202 | $668.8K | 0.17% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,205 | $670.5K | 0.02% | −46−3.7% | Reduced |
| Garrett Investment Advisors LLC | 1,205 | $670.5K | 0.09% | +475+65.1% | Added |
| Congress Wealth Management LLC | 1,212 | $675.3K | 0.01% | −2,336−65.8% | Reduced |
| Trust Co of Vermont | 1,215 | $676.0K | 0.04% | −24−1.9% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $678.2K | 0.05% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,222 | $680.1K | 0.42% | +4+0.3% | Added |
| Parcion Private Wealth LLC | 1,224 | $681.0K | 0.06% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,229 | $683.8K | 0.23% | +68+5.9% | Added |
| Smithfield Trust Co | 1,232 | $686.0K | 0.04% | −18−1.4% | Reduced |
| McIlrath & Eck, LLC | 1,237 | $688.1K | 0.11% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $693.0K | 0.26% | +1+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,246 | $693.3K | 0.06% | +5+0.4% | Added |
| Single Point Partners, LLC | 1,248 | $695.0K | 0.16% | 00.0% | Unchanged |
| Avalon Trust Co | 1,254 | $697.7K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,265 | $704.0K | 0.05% | +25+2.0% | Added |
| TCI Wealth Advisors, Inc. | 1,268 | $705.5K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $709.4K | 0.20% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,275 | $709.4K | 0.13% | +1,275 | New |
| BLB&B Advisors, LLC | 1,276 | $710.0K | 0.04% | +139+12.2% | Added |
| TownSquare Capital, LLC | 1,279 | $711.6K | 0.01% | −340−21.0% | Reduced |
| River Wealth Advisors LLC | 1,282 | $713.3K | 0.10% | −56−4.2% | Reduced |
| Hyperion Partners, LLC | 1,283 | $714.0K | 0.52% | +4+0.3% | Added |
| Flynn Zito Capital Management, LLC | 1,289 | $717.3K | 0.37% | −14−1.1% | Reduced |
| Seelaus Asset Management LLC | 1,294 | $720.0K | 0.72% | −75−5.5% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $722.5K | 0.66% | +1,298 | New |
| AE Wealth Management LLC | 1,302 | $724.2K | 0.01% | −3,107−70.5% | Reduced |
| Exencial Wealth Advisors, LLC | 1,307 | $727.0K | 0.03% | +121+10.2% | Added |
| 3EDGE Asset Management, LP | 1,307 | $727.2K | 0.06% | +1,307 | New |
| Ellerson Group Inc | 1,312 | $730.0K | 0.56% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,339 | $745.0K | 0.01% | −874−39.5% | Reduced |
| WealthPLAN Partners, LLC | 1,339 | $745.0K | 0.08% | +170+14.5% | Added |