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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 2,019 | $1.04M | 0.45% | 00.0% | Unchanged |
| Man Group plc | 1,877 | $1.04M | 0.00% | −3,060−62.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,879 | $1.05M | 0.08% | +778+70.7% | Added |
| Private Wealth Group, LLC | 1,887 | $1.05M | 0.54% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,904 | $1.06M | 0.12% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,907 | $1.06M | 0.02% | +116+6.5% | Added |
| LCNB Corp | 1,930 | $1.07M | 0.39% | −35−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,931 | $1.07M | 0.03% | −28−1.4% | Reduced |
| Maltin Wealth Management, Inc. | 1,935 | $1.08M | 0.61% | +6+0.3% | Added |
| ZRC Wealth Management, LLC | 1,936 | $1.08M | 0.54% | −9−0.5% | Reduced |
| Evanson Asset Management, LLC | 1,939 | $1.08M | 0.08% | +7+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,067 | $1.08M | 0.42% | +16+0.8% | Added |
| Sebold Capital Management, Inc. | 1,948 | $1.08M | 0.73% | −28−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 2,082 | $1.09M | 0.30% | +129+6.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,959 | $1.09M | 0.04% | −20−1.0% | Reduced |
| Forza Wealth Management, LLC | 1,960 | $1.09M | 0.57% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,972 | $1.10M | 0.03% | −293−12.9% | Reduced |
| Frisch Financial Group, Inc. | 1,979 | $1.10M | 0.37% | +6+0.3% | Added |
| Mason Investment Advisory Services, Inc. | 1,980 | $1.10M | 0.08% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,983 | $1.10M | 0.45% | +13+0.7% | Added |
| STAR Financial Bank | 1,985 | $1.10M | 0.94% | −20−1.0% | Reduced |
| J. Goldman & Co LP | 1,985 | $1.10M | 0.05% | +1,985 | New |
| NCM Capital Management, LLC | 1,988 | $1.11M | 0.62% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,993 | $1.11M | 0.02% | +627+45.9% | Added |
| White Pine Capital LLC | 2,132 | $1.11M | 0.42% | +10+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,022 | $1.13M | 0.27% | −25−1.2% | Reduced |
| We Are One Seven, LLC | 2,030 | $1.13M | 0.06% | −18−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $1.13M | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,037 | $1.13M | 0.04% | +1,362+201.8% | Added |
| SOL Capital Management CO | 2,045 | $1.14M | 0.14% | −100−4.7% | Reduced |
| Glassman Wealth Services | 2,049 | $1.14M | 0.23% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 2,122 | $1.15M | 0.67% | 00.0% | Unchanged |
| Bank of Hawaii | 2,087 | $1.16M | 0.06% | +577+38.2% | Added |
| Taylor Financial Group, Inc. | 2,099 | $1.17M | 0.89% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,099 | $1.17M | 0.22% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,101 | $1.17M | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,111 | $1.17M | 0.20% | +1,330+170.3% | Added |
| United Bank | 2,128 | $1.18M | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,158 | $1.20M | 0.04% | +1,183+121.3% | Added |
| Financial Partners Group, LLC | 2,167 | $1.21M | 0.47% | +1,739+406.3% | Added |
| Pacific Financial Group Inc | 2,175 | $1.21M | 0.83% | +109+5.3% | Added |
| Stratos Wealth Advisors, LLC | 2,180 | $1.21M | 0.07% | +197+9.9% | Added |
| Warner Financial, Inc | 2,183 | $1.22M | 0.61% | +10.0% | Added |
| LM Advisors LLC | 2,185 | $1.22M | 0.19% | +794+57.1% | Added |
| Peterson Wealth Management | 2,188 | $1.22M | 0.88% | −61−2.7% | Reduced |
| Roberts Glore & Co Inc | 2,195 | $1.22M | 0.37% | +984+81.3% | Added |
| Rhumbline Advisers | 2,200 | $1.22M | 0.00% | −10,300−82.4% | Reduced |
| LBMC Investment Advisors, LLC | 2,220 | $1.24M | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,218 | $1.24M | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,224 | $1.24M | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,231 | $1.24M | 0.19% | −20−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.24M | 0.08% | −2,164−49.2% | Reduced |
| Wedbush Securities Inc | 2,260 | $1.26M | 0.05% | −96−4.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,361 | $1.26M | 0.05% | +1,428+153.1% | Added |
| Allred Capital Management, LLC | 2,263 | $1.26M | 0.49% | −869−27.7% | Reduced |
| Independent Financial Group, LLC | 2,265 | $1.26M | 0.06% | +82+3.8% | Added |
| ARS Investment Partners, LLC | 2,269 | $1.26M | 0.13% | −45−1.9% | Reduced |
| Stone Point Wealth LLC | 2,269 | $1.26M | 0.44% | +2,269 | New |
| Sentinus, LLC | 2,277 | $1.27M | 0.45% | +2,277 | New |
| Howe & Rusling Inc | 2,278 | $1.27M | 0.12% | −47−2.0% | Reduced |
| Millennium Management LLC | 2,279 | $1.27M | 0.00% | −2,588−53.2% | Reduced |
| Lyell Wealth Management, LP | 2,300 | $1.28M | 0.13% | −52−2.2% | Reduced |
| Becker Capital Management Inc | 2,299 | $1.28M | 0.04% | −35−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,304 | $1.28M | 0.03% | +500+27.7% | Added |
| Braun Stacey Associates Inc | 2,307 | $1.28M | 0.05% | −28−1.2% | Reduced |
| TruWealth Advisors, LLC | 2,309 | $1.28M | 0.09% | 00.0% | Unchanged |
| Triumph Capital Management | 2,357 | $1.30M | 0.53% | +818+53.2% | Added |
| Thrivent Financial for Lutherans | 2,343 | $1.30M | 0.00% | −329−12.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,395 | $1.33M | 0.20% | −436−15.4% | Reduced |
| Simplicity Wealth,LLC | 2,399 | $1.33M | 0.03% | +2,399 | New |
| Spectrum Wealth Counsel, LLC | 2,400 | $1.34M | 0.16% | −1,783−42.6% | Reduced |
| Montecito Bank & Trust | 2,402 | $1.34M | 0.27% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.34M | 0.14% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,408 | $1.34M | 0.05% | −95−3.8% | Reduced |
| Spire Wealth Management | 2,415 | $1.34M | 0.04% | −76−3.1% | Reduced |
| Altfest L J & Co Inc | 2,428 | $1.35M | 0.20% | −785−24.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,429 | $1.35M | 0.06% | +1,485+157.3% | Added |
| CIC Wealth, LLC | 2,439 | $1.36M | 0.39% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,461 | $1.37M | 0.16% | 00.0% | Unchanged |
| CX Institutional | 2,493 | $1.39M | 0.07% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 2,500 | $1.39M | 0.54% | +10.0% | Added |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.40M | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,521 | $1.40M | 0.05% | +2,521 | New |
| GEM Asset Management, LLC | 2,724 | $1.41M | 0.95% | 00.0% | Unchanged |
| Nwam LLC | 2,579 | $1.42M | 0.11% | −305−10.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,563 | $1.43M | 0.12% | −97−3.6% | Reduced |
| Horizon Investments, LLC | 2,568 | $1.43M | 0.04% | −411−13.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,573 | $1.43M | 0.30% | −136−5.0% | Reduced |
| Bremer Bank National Association | 2,583 | $1.44M | 0.27% | −114−4.2% | Reduced |
| Zions Bancorporation, N.A. | 2,583 | $1.44M | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,584 | $1.44M | 0.13% | +530+25.8% | Added |
| Founders Financial Securities LLC | 2,590 | $1.44M | 0.15% | −568−18.0% | Reduced |
| TCTC Holdings, LLC | 2,597 | $1.44M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.45M | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,622 | $1.46M | 0.16% | +518+24.6% | Added |
| Sentinel Trust Co Lba | 2,631 | $1.46M | 0.19% | −272−9.4% | Reduced |
| High Falls Advisors, Inc | 2,638 | $1.47M | 0.37% | +10.0% | Added |
| Disciplined Investments, LLC | 2,665 | $1.48M | 0.81% | −23−0.9% | Reduced |
| Change Path, LLC | 2,668 | $1.49M | 0.06% | +50+1.9% | Added |
| Emprise Bank | 2,669 | $1.49M | 1.00% | +2,669 | New |