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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 2,673 | $1.49M | 0.02% | −40−1.5% | Reduced |
| Osborne Partners Capital Management, LLC | 2,726 | $1.52M | 0.09% | +434+18.9% | Added |
| Edge Financial Advisors LLC | 2,737 | $1.52M | 1.34% | +2,737 | New |
| Harbor Advisory Corp | 2,743 | $1.53M | 0.52% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,935 | $1.53M | 0.12% | −305−9.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,758 | $1.53M | 0.85% | −154−5.3% | Reduced |
| Advus Financial Partners, LLC | 2,769 | $1.54M | 0.48% | −41−1.5% | Reduced |
| Hardy Reed LLC | 2,775 | $1.54M | 0.19% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 2,775 | $1.54M | 0.10% | +2,775 | New |
| Wunderlich Capital Managemnt | 2,789 | $1.55M | 0.70% | −325−10.4% | Reduced |
| Providence First Trust Co | 2,831 | $1.58M | 0.68% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,872 | $1.60M | 0.57% | −45−1.5% | Reduced |
| Financial Services Advisory Inc | 2,894 | $1.61M | 0.40% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,906 | $1.62M | 0.36% | +402+16.1% | Added |
| XML Financial, LLC | 2,919 | $1.62M | 0.17% | −39−1.3% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.63M | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.65M | 0.41% | −1,385−31.9% | Reduced |
| Credit Suisse AG | 3,002 | $1.67M | 0.00% | −12,278−80.4% | Reduced |
| AlTi Global, Inc. | 3,004 | $1.67M | 0.05% | +155+5.4% | Added |
| GM Advisory Group, Inc. | 3,037 | $1.69M | 0.12% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,056 | $1.70M | 0.04% | −82−2.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,064 | $1.70M | 0.06% | +79+2.6% | Added |
| Warren Averett Asset Management, LLC | 3,064 | $1.70M | 0.04% | +309+11.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,065 | $1.71M | 1.05% | +3+0.1% | Added |
| Aspiriant, LLC | 3,071 | $1.71M | 0.07% | 00.0% | Unchanged |
| Texas Permanent School Fund | 3,074 | $1.71M | 0.01% | −4,350−58.6% | Reduced |
| Brevan Howard Capital Management LP | 3,075 | $1.71M | 0.16% | +3,075 | New |
| L.M. Kohn & Company | 3,097 | $1.72M | 0.48% | 00.0% | Unchanged |
| Darrow Company, Inc. | 3,128 | $1.74M | 1.14% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.75M | 0.66% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,156 | $1.76M | 0.01% | +301+10.5% | Added |
| Cyndeo Wealth Partners, LLC | 3,162 | $1.76M | 0.15% | −25−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,167 | $1.76M | 0.12% | −100−3.1% | Reduced |
| Neuberger Berman Group LLC | 3,179 | $1.77M | 0.00% | −130−3.9% | Reduced |
| Sunflower Bank, N.A. | 3,297 | $1.83M | 0.41% | −25−0.8% | Reduced |
| Wesbanco Bank Inc | 3,317 | $1.85M | 0.07% | −69−2.0% | Reduced |
| Oxford Financial Group Ltd | 3,319 | $1.85M | 0.13% | 00.0% | Unchanged |
| GenTrust, LLC | 3,317 | $1.85M | 0.11% | −25−0.7% | Reduced |
| Farrow Financial Inc. | 3,324 | $1.85M | 1.30% | −84−2.5% | Reduced |
| Two Sigma Securities, LLC | 3,338 | $1.86M | 0.09% | +2,084+166.2% | Added |
| Compass Wealth Management LLC | 3,341 | $1.86M | 0.47% | −22−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,360 | $1.87M | 0.50% | +4+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,362 | $1.87M | 0.88% | +212+6.7% | Added |
| Focus Financial Network, Inc. | 3,622 | $1.87M | 0.09% | +3,622 | New |
| Regions Financial Corp | 3,370 | $1.88M | 0.01% | +204+6.4% | Added |
| Gridiron Partners, LLC | 3,373 | $1.88M | 1.20% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.88M | 0.33% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,384 | $1.88M | 0.37% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,387 | $1.88M | 0.84% | −129−3.7% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.89M | 0.33% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,404 | $1.89M | 0.07% | −68−2.0% | Reduced |
| Integrated Advisors Network LLC | 3,420 | $1.90M | 0.10% | −37−1.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,422 | $1.90M | 0.63% | +41+1.2% | Added |
| Northwest Bancshares, Inc. | 3,469 | $1.93M | 0.30% | −57−1.6% | Reduced |
| Atria Investments LLC | 3,474 | $1.93M | 0.03% | −168−4.6% | Reduced |
| Deutsche Bank AG | 3,509 | $1.95M | 0.00% | +11+0.3% | Added |
| Investment Advisory Group, LLC | 3,510 | $1.95M | 0.81% | −150−4.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.96M | 0.55% | 00.0% | Unchanged |
| TSFG, LLC | 3,529 | $1.96M | 0.50% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,530 | $1.96M | 0.79% | −152−4.1% | Reduced |
| Embree Financial Group | 3,535 | $1.97M | 0.39% | −105−2.9% | Reduced |
| International Assets Investment Management, LLC | 3,582 | $1.98M | 0.21% | +614+20.7% | Added |
| Northern Oak Wealth Management Inc | 3,586 | $2.00M | 0.24% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,618 | $2.01M | 0.15% | −1,108−23.4% | Reduced |
| Meridian Financial, LLC | 3,637 | $2.02M | 1.51% | +10.0% | Added |
| Quantum Private Wealth, LLC | 3,655 | $2.03M | 0.75% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 3,757 | $2.09M | 1.91% | +52+1.4% | Added |
| All Terrain Financial Advisors, LLC | 3,765 | $2.09M | 0.90% | −775−17.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,789 | $2.11M | 0.32% | +199+5.5% | Added |
| Jordan Park Group LLC | 3,810 | $2.12M | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,822 | $2.13M | 0.12% | +10.0% | Added |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.14M | 1.69% | −40−1.0% | Reduced |
| Intelligent Financial Strategies | 3,857 | $2.15M | 1.33% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3,869 | $2.15M | 1.00% | +37+1.0% | Added |
| Lindbrook Capital, LLC | 3,871 | $2.15M | 0.20% | +478+14.1% | Added |
| Lake Street Advisors Group, LLC | 3,896 | $2.17M | 0.10% | +500+14.7% | Added |
| Eldridge Investment Advisors, Inc. | 3,911 | $2.18M | 0.56% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,914 | $2.18M | 0.07% | +587+17.6% | Added |
| David Loasby | 3,971 | $2.18M | 0.22% | +118+3.1% | Added |
| InTrack Investment Management Inc | 3,945 | $2.19M | 1.63% | −3−0.1% | Reduced |
| Old Second National Bank of Aurora | 3,964 | $2.21M | 0.57% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,974 | $2.21M | 0.25% | +16+0.4% | Added |
| WealthBridge Capital Management, LLC | 4,001 | $2.23M | 0.75% | +69+1.8% | Added |
| TD Waterhouse Canada Inc. | 3,911 | $2.23M | 0.02% | −325−7.7% | Reduced |
| Horizon Family Wealth, Inc. | 4,007 | $2.23M | 1.72% | +4,007 | New |
| Cambridge Advisors Inc. | 4,029 | $2.24M | 0.53% | −80−1.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,033 | $2.24M | 0.38% | +91+2.3% | Added |
| Umb Bank N A | 4,085 | $2.27M | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,105 | $2.29M | 0.09% | −155−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,115 | $2.29M | 0.06% | +182+4.6% | Added |
| Transatlantique Private Wealth LLC | 4,134 | $2.30M | 1.00% | −11−0.3% | Reduced |
| National Asset Management, Inc. | 5,024 | $2.30M | 0.06% | +115+2.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.31M | 0.65% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,202 | $2.34M | 0.11% | −314−7.0% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.34M | 0.08% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,320 | $2.41M | 0.35% | −625−12.6% | Reduced |
| Element Wealth, LLC | 4,340 | $2.41M | 1.41% | −6−0.1% | Reduced |
| Veracity Capital LLC | 4,359 | $2.43M | 0.94% | −2,548−36.9% | Reduced |
| Tower View Investment Management & Research LLC | 4,395 | $2.45M | 1.43% | +132+3.1% | Added |
| Baron Financial Group, LLC | 4,413 | $2.46M | 1.52% | −200−4.3% | Reduced |