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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 1,348 | $750.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,358 | $755.6K | 0.01% | −6,348−82.4% | Reduced |
| Round Rock Advisors, LLC | 1,360 | $756.9K | 0.18% | +2+0.1% | Added |
| Fca Corp | 1,380 | $767.8K | 0.25% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,384 | $770.1K | 0.43% | −11−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,385 | $770.6K | 0.10% | −49−3.4% | Reduced |
| American Capital Advisory, LLC | 1,682 | $771.0K | 0.67% | −337−16.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $771.2K | 0.19% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,387 | $772.9K | 0.20% | −19−1.4% | Reduced |
| Leisure Capital Management | 1,390 | $773.4K | 0.39% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,399 | $778.4K | 0.40% | +4+0.3% | Added |
| Grimes & Company, Inc. | 1,399 | $778.5K | 0.02% | +5+0.4% | Added |
| Lam Group, Inc. | 1,400 | $779.0K | 0.64% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 1,405 | $781.9K | 0.09% | +1,405 | New |
| Coldstream Capital Management Inc | 1,407 | $782.9K | 0.02% | −180−11.3% | Reduced |
| McGuire Investment Group, LLC | 1,417 | $788.4K | 0.12% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,418 | $789.0K | 0.20% | +15+1.1% | Added |
| Marion Wealth Management | 1,419 | $789.3K | 0.24% | +415+41.3% | Added |
| Tritonpoint Wealth, LLC | 1,530 | $790.4K | 0.08% | −22−1.4% | Reduced |
| Aspen Investment Management Inc | 1,430 | $796.0K | 0.40% | +172+13.7% | Added |
| Viawealth, LLC | 1,432 | $796.8K | 0.50% | −230−13.8% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $799.5K | 0.48% | 00.0% | Unchanged |
| First Western Trust Bank | 1,442 | $802.3K | 0.04% | −1−0.1% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $802.7K | 0.25% | +1,440 | New |
| Brinker Capital Investments, LLC | 1,447 | $805.4K | 0.01% | +101+7.5% | Added |
| Orion Portfolio Solutions, LLC | 1,447 | $805.4K | 0.01% | +101+7.5% | Added |
| Bank of Stockton | 1,453 | $808.4K | 0.25% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,469 | $817.3K | 0.58% | −134−8.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,471 | $817.5K | 0.09% | +2+0.1% | Added |
| Tennessee Valley Asset Management Partners | 1,469 | $817.8K | 0.20% | −279−16.0% | Reduced |
| Park National Corp | 1,477 | $821.8K | 0.03% | +110+8.0% | Added |
| General Partner, Inc. | 1,484 | $825.7K | 0.52% | +1,484 | New |
| Bell Bank | 1,485 | $826.3K | 0.07% | +1,485 | New |
| Retirement Capital Strategies | 1,502 | $835.7K | 0.34% | 00.0% | Unchanged |
| Vista Investment Management | 1,512 | $841.3K | 0.34% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,513 | $841.7K | 0.07% | −5−0.3% | Reduced |
| Cascade Financial Partners, LLC | 1,598 | $846.8K | 0.12% | +1,598 | New |
| Harmony Asset Management LLC | 1,529 | $850.7K | 0.35% | −100−6.1% | Reduced |
| Omega Financial Group, LLC | 1,531 | $851.8K | 0.35% | −102−6.2% | Reduced |
| American Money Management, LLC | 1,534 | $853.5K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,537 | $854.9K | 0.01% | +3+0.2% | Added |
| VeraBank, N.A. | 1,545 | $859.6K | 0.27% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,548 | $861.1K | 0.15% | +38+2.5% | Added |
| Hartline Investment Corp | 1,548 | $861.1K | 0.15% | +1,548 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,552 | $863.5K | 1.41% | +37+2.4% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $868.0K | 0.12% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,564 | $870.5K | 0.45% | +185+13.4% | Added |
| Halpern Financial, Inc. | 1,593 | $871.9K | 0.25% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,568 | $872.4K | 0.02% | +3+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,569 | $873.0K | 0.07% | −20−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,593 | $886.3K | 0.14% | +274+20.8% | Added |
| Howland Capital Management LLC | 1,597 | $890.2K | 0.04% | −180−10.1% | Reduced |
| Hilltop Holdings Inc. | 1,600 | $890.2K | 0.10% | +80+5.3% | Added |
| Quantbot Technologies LP | 1,600 | $890.2K | 0.05% | +1,600 | New |
| Alesco Advisors LLC | 1,604 | $892.5K | 0.03% | −35−2.1% | Reduced |
| Gator Capital Management, LLC | 1,607 | $894.1K | 0.48% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,630 | $906.8K | 0.03% | +107+7.0% | Added |
| Gen-Wealth Partners Inc | 1,630 | $906.9K | 0.45% | +1,630 | New |
| Prudential Financial Inc | 1,637 | $910.6K | 0.00% | +149+10.0% | Added |
| Garden State Investment Advisory Services LLC | 1,641 | $910.9K | 0.33% | +1,181+256.7% | Added |
| Daymark Wealth Partners, LLC | 1,640 | $912.5K | 0.05% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,643 | $914.1K | 0.57% | −63−3.7% | Reduced |
| InterOcean Capital Group, LLC | 1,645 | $915.3K | 0.02% | −400−19.6% | Reduced |
| Quadrant Capital Group LLC | 1,651 | $918.6K | 0.07% | +9+0.5% | Added |
| Arkadios Wealth Advisors | 1,655 | $920.6K | 0.07% | −18−1.1% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $920.8K | 0.10% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,662 | $924.7K | 0.07% | −115−6.5% | Reduced |
| Legacy Private Trust Co. | 1,666 | $927.0K | 0.07% | 00.0% | Unchanged |
| Rockland Trust Co | 1,667 | $927.5K | 0.05% | −45−2.6% | Reduced |
| Watershed Private Wealth LLC | 1,668 | $928.1K | 0.41% | −1,725−50.8% | Reduced |
| Midland Wealth Advisors LLC | 1,672 | $930.3K | 0.06% | −5−0.3% | Reduced |
| HM Payson & Co | 1,673 | $930.9K | 0.02% | −28−1.6% | Reduced |
| Nemes Rush Group LLC | 1,677 | $933.0K | 0.13% | +28+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 1,863 | $945.0K | 0.53% | 00.0% | Unchanged |
| M. Kraus & Co | 1,700 | $945.9K | 0.29% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,711 | $952.0K | 0.80% | +1,711 | New |
| Price T Rowe Associates Inc | 1,720 | $958.0K | 0.00% | +920+115.0% | Added |
| RFG Advisory, LLC | 1,722 | $958.0K | 0.03% | −6−0.3% | Reduced |
| Vista Wealth Management Group, LLC | 1,734 | $964.8K | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,734 | $964.8K | 0.01% | +1,734 | New |
| Roman Butler Fullerton & Co | 1,846 | $966.4K | 0.36% | +1,846 | New |
| Lynch & Associates | 1,740 | $968.1K | 0.22% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,737 | $968.3K | 0.19% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,752 | $974.8K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,773 | $986.7K | 0.03% | +1+0.1% | Added |
| Beacon Financial Advisory LLC | 1,779 | $990.1K | 0.48% | −221−11.1% | Reduced |
| Moors & Cabot, Inc. | 1,786 | $993.7K | 0.05% | −60−3.3% | Reduced |
| Parsons Capital Management Inc | 1,790 | $996.0K | 0.07% | +9+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 1,805 | $1.01M | 0.08% | −1,079−37.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,821 | $1.01M | 0.21% | +2+0.1% | Added |
| BancorpSouth Bank | 1,830 | $1.02M | 0.07% | +4+0.2% | Added |
| FF Advisors,LLC | 1,840 | $1.02M | 0.71% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,849 | $1.03M | 0.03% | +129+7.5% | Added |
| Prosperity Planning, Inc. | 1,855 | $1.03M | 0.36% | −11−0.6% | Reduced |
| Sachetta, LLC | 2,043 | $1.04M | 0.49% | 00.0% | Unchanged |
| SFM, LLC | 1,866 | $1.04M | 0.79% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,864 | $1.04M | 0.03% | −1,308−41.2% | Reduced |
| Connectus Wealth, LLC | 1,866 | $1.04M | 0.03% | −1,564−45.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,871 | $1.04M | 0.03% | +325+21.0% | Added |
| Truepoint, Inc. | 1,872 | $1.04M | 0.03% | −390−17.2% | Reduced |