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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 35,504 | $19.8M | 0.43% | +798+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 34,255 | $19.1M | 0.20% | −993−2.8% | Reduced |
| GYL Financial Synergies, LLC | 33,094 | $18.4M | 1.44% | +120+0.4% | Added |
| Miracle Mile Advisors, LLC | 32,999 | $18.4M | 0.46% | −4,715−12.5% | Reduced |
| Bessemer Group Inc | 32,914 | $18.3M | 0.03% | −47,612−59.1% | Reduced |
| Camden Capital, LLC | 32,796 | $18.2M | 1.62% | −328−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 32,784 | $18.2M | 10.37% | −2,537,256−98.7% | Reduced |
| Vestor Capital, LLC | 32,491 | $18.1M | 1.53% | +325+1.0% | Added |
| Tandem Wealth Advisors LLC | 32,383 | $17.8M | 9.81% | +75+0.2% | Added |
| Huntington National Bank | – | $17.8M | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,880 | $17.7M | 1.45% | +150.0% | Added |
| RMB Capital Management, LLC | 31,644 | $17.6M | 0.40% | +6,829+27.5% | Added |
| Curbstone Financial Management Corp | 30,472 | $17.0M | 3.66% | −90−0.3% | Reduced |
| Hancock Whitney Corp | 28,986 | $16.1M | 0.56% | −1,540−5.0% | Reduced |
| EP Wealth Advisors, LLC | 28,349 | $15.8M | 0.18% | +287+1.0% | Added |
| Commerce Bank | 26,733 | $14.9M | 0.10% | −408−1.5% | Reduced |
| Wellspring Financial Advisors, LLC | 26,500 | $14.7M | 2.33% | −1,754−6.2% | Reduced |
| Youngs Advisory Group, Inc. | 26,081 | $14.5M | 6.48% | +725+2.9% | Added |
| Lido Advisors, LLC | 25,702 | $14.3M | 0.13% | −654−2.5% | Reduced |
| Simmons Bank | 25,722 | $14.3M | 1.08% | −399−1.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,182 | $14.0M | 0.32% | +440+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 25,086 | $14.0M | 0.43% | −1,036−4.0% | Reduced |
| FMR LLC | 24,960 | $13.9M | 0.00% | +2,025+8.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,726 | $13.8M | 0.05% | +651+2.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 24,724 | $13.8M | 4.73% | +154+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 24,539 | $13.7M | 0.15% | +27+0.1% | Added |
| MML Investors Services, LLC | 24,152 | $13.4M | 0.06% | +217+0.9% | Added |
| Caldwell Trust Co | 23,920 | $13.3M | 1.55% | −559−2.3% | Reduced |
| Passaic Partners LLC | 23,861 | $13.3M | 1.91% | +23,861 | New |
| MCF Advisors LLC | 23,316 | $13.0M | 1.01% | −93−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,083 | $12.8M | 2.06% | +4,066+21.4% | Added |
| SlateStone Wealth, LLC | 22,790 | $12.7M | 1.27% | −160−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 22,219 | $12.4M | 0.14% | +4,850+27.9% | Added |
| Country Club Bank | 21,945 | $12.2M | 0.86% | −226−1.0% | Reduced |
| Glenmede Trust Co NA | 21,894 | $12.2M | 0.06% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 21,845 | $12.2M | 1.98% | −307−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 21,291 | $11.8M | 0.11% | +921+4.5% | Added |
| First Financial Bank - Trust Division | 21,223 | $11.8M | 1.13% | −1,706−7.4% | Reduced |
| IMC-Chicago, LLC | 21,175 | $11.8M | 0.41% | −277,818−92.9% | Reduced |
| Trifecta Capital Advisors, LLC | 20,928 | $11.6M | 2.83% | +198+1.0% | Added |
| Dumont & Blake Investment Advisors LLC | 20,474 | $11.4M | 3.28% | −269−1.3% | Reduced |
| Pachira Investments Inc. | 20,368 | $11.3M | 9.26% | −507−2.4% | Reduced |
| CWM, LLC | 20,276 | $11.3M | 0.05% | −941−4.4% | Reduced |
| Brown Brothers Harriman & Co | 20,191 | $11.2M | 0.09% | −721−3.4% | Reduced |
| jvl associates llc | 19,992 | $11.1M | 4.58% | −13−0.1% | Reduced |
| Linscomb & Williams, Inc. | 19,785 | $11.0M | 0.57% | −598−2.9% | Reduced |
| Agf Management Ltd | 19,747 | $11.0M | 0.06% | −505−2.5% | Reduced |
| Old National Bancorp | 19,688 | $11.0M | 0.26% | −371−1.8% | Reduced |
| Lutz Financial Services LLC | 19,597 | $10.9M | 0.95% | −33−0.2% | Reduced |
| Central Bank & Trust Co | 19,488 | $10.8M | 1.55% | −268−1.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,184 | $10.7M | 3.53% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 18,770 | $10.4M | 1.35% | −5,622−23.0% | Reduced |
| NBT Bank N A | 18,434 | $10.3M | 0.75% | −352−1.9% | Reduced |
| Terry L. Blaker | 18,422 | $10.2M | 0.77% | −13−0.1% | Reduced |
| Evercore Wealth Management, LLC | 18,333 | $10.2M | 0.16% | −1,717−8.6% | Reduced |
| Victory Capital Management Inc | 18,105 | $10.1M | 0.01% | +1,115+6.6% | Added |
| Kingfisher Capital LLC | 17,981 | $10.0M | 2.41% | +38+0.2% | Added |
| Arvest Investments, Inc. | 17,880 | $9.95M | 1.58% | −381−2.1% | Reduced |
| Harbour Trust & Investment Management Co | 17,744 | $9.87M | 1.24% | −66−0.4% | Reduced |
| Yousif Capital Management, LLC | 17,702 | $9.85M | 0.11% | +5,936+50.5% | Added |
| Fifth Third Securities, Inc. | 17,617 | $9.82M | 0.95% | +82+0.5% | Added |
| Hummer Financial Advisory Services Inc | 17,453 | $9.73M | 8.02% | +480+2.8% | Added |
| Peddock Capital Advisors, LLC | 17,464 | $9.72M | 2.55% | +1,067+6.5% | Added |
| Mechanics Bank Trust Department | 17,456 | $9.71M | 1.43% | −562−3.1% | Reduced |
| Flow Traders U.S. LLC | 17,352 | $9.65M | 0.52% | +6,608+61.5% | Added |
| Legacy Advisors, LLC | 17,076 | $9.50M | 1.20% | −371−2.1% | Reduced |
| GTS Securities LLC | 16,600 | $9.24M | 0.25% | −4,257−20.4% | Reduced |
| Howard Capital Management Inc. | 16,426 | $9.14M | 1.00% | +216+1.3% | Added |
| Boston Financial Mangement LLC | 16,382 | $9.11M | 0.29% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 16,229 | $9.03M | 0.61% | −58−0.4% | Reduced |
| Tiaa Trust, National Association | 16,216 | $9.02M | 0.03% | +23+0.1% | Added |
| Financial & Tax Architects, LLC | 16,163 | $8.99M | 2.47% | +15,573+2,639.5% | Added |
| Savant Capital, LLC | 16,160 | $8.99M | 0.10% | −75−0.5% | Reduced |
| Raymond James Trust N.A. | 16,143 | $8.98M | 0.22% | −207−1.3% | Reduced |
| Boston Family Office LLC | 16,111 | $8.96M | 0.64% | −633−3.8% | Reduced |
| KCM Investment Advisors LLC | 15,984 | $8.89M | 0.33% | −541−3.3% | Reduced |
| GFS Advisors, LLC | 15,978 | $8.89M | 1.47% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,926 | $8.86M | 0.06% | +6,576+70.3% | Added |
| Pensionmark Financial Group, LLC | 10,132 | $8.84M | 1.27% | −5,802−36.4% | Reduced |
| CIBC Private Wealth Group, LLC | 15,754 | $8.70M | 0.02% | +100+0.6% | Added |
| Grove Bank & Trust | 14,923 | $8.30M | 1.40% | −421−2.7% | Reduced |
| Granite FO LLC | 14,731 | $8.24M | 4.84% | +4,900+49.8% | Added |
| HRT Financial LP | 14,331 | $7.97M | 0.05% | +14,331 | New |
| Victory Financial Group, LLC | 14,289 | $7.95M | 4.71% | +1,746+13.9% | Added |
| Canopy Partners, LLC | 14,273 | $7.94M | 3.88% | +350+2.5% | Added |
| Legal & General Group Plc | 14,200 | $7.90M | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14,080 | $7.83M | 2.23% | +142+1.0% | Added |
| RMR Wealth Builders | 14,057 | $7.82M | 0.95% | +78+0.6% | Added |
| Franklin Resources Inc | 14,049 | $7.82M | 0.00% | +1,904+15.7% | Added |
| Montz Harcus Wealth Management LLC | 13,974 | $7.78M | 5.26% | −92−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $7.75M | 2.78% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 13,780 | $7.67M | 0.79% | +7+0.1% | Added |
| Unionview, LLC | 13,769 | $7.66M | 6.34% | +32+0.2% | Added |
| Chesley Taft & Associates LLC | 13,680 | $7.61M | 0.39% | −40−0.3% | Reduced |
| Busey Wealth Management | 13,623 | $7.58M | 0.27% | −56−0.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,801 | $7.43M | 4.08% | +323+2.4% | Added |
| Csenge Advisory Group | 13,270 | $7.38M | 0.41% | +983+8.0% | Added |
| Colorado Capital Management, Inc. | 13,197 | $7.34M | 4.25% | −140−1.0% | Reduced |
| Mercer Global Advisors Inc | 12,305 | $7.33M | 0.02% | +3,491+39.6% | Added |
| Mill Creek Capital Advisors, LLC | 13,126 | $7.30M | 0.20% | −116−0.9% | Reduced |