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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 13,045 | $7.26M | 0.25% | −5,000−27.7% | Reduced |
| Meridian Wealth Advisors, LLC | 12,906 | $7.18M | 1.35% | −90−0.7% | Reduced |
| Private Advisor Group, LLC | 12,893 | $7.17M | 0.05% | −237−1.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,802 | $7.12M | 0.09% | −16−0.1% | Reduced |
| Hanover Advisors Inc | 12,692 | $7.06M | 2.96% | +1,706+15.5% | Added |
| Kovitz Investment Group Partners, LLC | 12,642 | $7.03M | 0.09% | +12,642 | New |
| Palisade Asset Management, LLC | 12,562 | $6.99M | 0.68% | −2,284−15.4% | Reduced |
| Goelzer Investment Management, Inc. | 12,462 | $6.93M | 0.39% | −253−2.0% | Reduced |
| Lincoln National Corp | 12,403 | $6.90M | 0.11% | +1,032+9.1% | Added |
| Scarborough Advisors, LLC | 12,356 | $6.87M | 3.18% | +809+7.0% | Added |
| Wealthspire Advisors, LLC | 12,323 | $6.86M | 0.09% | −260−2.1% | Reduced |
| Staley Capital Advisers Inc | 12,267 | $6.83M | 0.32% | 00.0% | Unchanged |
| Community Bank, N.A. | 12,245 | $6.81M | 0.89% | −185−1.5% | Reduced |
| Dakota Wealth Management | 12,238 | $6.81M | 0.17% | −643−5.0% | Reduced |
| Green Square Capital Advisors LLC | 11,822 | $6.58M | 0.88% | −2,591−18.0% | Reduced |
| Sand Hill Global Advisors, LLC | 11,815 | $6.57M | 0.31% | −61−0.5% | Reduced |
| Synovus Financial Corp | 11,808 | $6.57M | 0.09% | +5,487+86.8% | Added |
| Madison Park Capital Advisors, LLC | 11,774 | $6.55M | 5.71% | +267+2.3% | Added |
| Wexford Capital LP | 11,710 | $6.52M | 1.33% | +11,710 | New |
| Callan Family Office, LLC | 11,639 | $6.48M | 1.52% | +1,511+14.9% | Added |
| Boothbay Fund Management, LLC | 11,546 | $6.42M | 0.19% | −10,967−48.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,482 | $6.39M | 0.69% | +32+0.3% | Added |
| Retirement Income Solutions, Inc | 11,377 | $6.33M | 1.44% | −42−0.4% | Reduced |
| Pegasus Partners Ltd. | 11,366 | $6.32M | 0.67% | −822−6.7% | Reduced |
| TKG Advisors, LLC | 11,305 | $6.29M | 3.51% | +758+7.2% | Added |
| Adirondack Trust Co | 11,099 | $6.18M | 2.58% | −43−0.4% | Reduced |
| Highland Capital Management, LLC | 11,071 | $6.16M | 0.35% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,988 | $6.11M | 0.86% | −58−0.5% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.10M | 3.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,736 | $5.97M | 0.08% | −15−0.1% | Reduced |
| Cercano Management LLC | 10,598 | $5.90M | 0.16% | +10,598 | New |
| Peak Asset Management, LLC | 10,409 | $5.79M | 1.15% | −617−5.6% | Reduced |
| American International Group, Inc. | 10,400 | $5.79M | 0.02% | −12,100−53.8% | Reduced |
| Gries Financial LLC | 10,244 | $5.70M | 0.95% | −60−0.6% | Reduced |
| Firestone Capital Management | 10,211 | $5.68M | 1.58% | −70−0.7% | Reduced |
| Leavell Investment Management, Inc. | 10,190 | $5.68M | 0.33% | −326−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,005 | $5.57M | 0.93% | −138−1.4% | Reduced |
| RBF Capital, LLC | 10,000 | $5.56M | 0.31% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 9,995 | $5.56M | 0.79% | −43−0.4% | Reduced |
| Bank of New Hampshire | 9,962 | $5.54M | 1.46% | −142−1.4% | Reduced |
| First Horizon Advisors, Inc. | 9,927 | $5.52M | 0.17% | −258−2.5% | Reduced |
| Bokf, NA | 9,993 | $5.52M | 0.10% | −376−3.6% | Reduced |
| Flputnam Investment Management Co | 9,818 | $5.46M | 0.12% | +566+6.1% | Added |
| Resonant Capital Advisors, LLC | 9,759 | $5.44M | 0.47% | +19+0.2% | Added |
| Associated Banc-Corp | 9,752 | $5.43M | 0.17% | −279−2.8% | Reduced |
| Central Trust Co | 9,610 | $5.35M | 0.13% | −273−2.8% | Reduced |
| Motco | 9,568 | $5.32M | 0.32% | −95−1.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,557 | $5.32M | 0.51% | −280−2.8% | Reduced |
| Sageworth Trust Co | 9,506 | $5.29M | 0.34% | −338−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.25M | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,432 | $5.25M | 0.06% | −196−2.0% | Reduced |
| Qube Research & Technologies Ltd | 9,249 | $5.15M | 0.01% | −9,023−49.4% | Reduced |
| Balboa Wealth Partners | 9,111 | $5.07M | 1.61% | −10−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 8,999 | $5.02M | 0.01% | −122−1.3% | Reduced |
| G&S Capital LLC | 8,963 | $4.99M | 2.22% | +208+2.4% | Added |
| Buckingham Strategic Partners | 8,902 | $4.95M | 0.14% | +3,966+80.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,779 | $4.89M | 0.12% | +373+4.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,751 | $4.87M | 1.27% | −5,640−39.2% | Reduced |
| KMG Fiduciary Partners, LLC | 8,674 | $4.83M | 0.50% | −55−0.6% | Reduced |
| Court Place Advisors, LLC | 8,646 | $4.81M | 1.55% | −438−4.8% | Reduced |
| Sonata Capital Group Inc | 8,635 | $4.80M | 2.19% | −486−5.3% | Reduced |
| Ti-Trust, Inc | 8,566 | $4.77M | 3.50% | +410+5.0% | Added |
| Modera Wealth Management, LLC | 8,499 | $4.73M | 0.07% | −77−0.9% | Reduced |
| AMG National Trust Bank | 8,456 | $4.70M | 0.14% | +10+0.1% | Added |
| Allworth Financial LP | 8,434 | $4.69M | 0.03% | −218−2.5% | Reduced |
| Intrepid Financial Planning Group LLC | 8,410 | $4.68M | 2.02% | −86−1.0% | Reduced |
| Barrett & Company, Inc. | 8,353 | $4.65M | 2.20% | +465+5.9% | Added |
| Sigma Planning Corp | 8,284 | $4.61M | 0.14% | +7,102+600.8% | Added |
| Weil Company, Inc. | 8,198 | $4.56M | 1.81% | −64−0.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,131 | $4.52M | 2.63% | +556+7.3% | Added |
| Highview Capital Management LLC | 8,118 | $4.52M | 2.03% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 8,091 | $4.50M | 3.09% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8,036 | $4.47M | 0.38% | −114−1.4% | Reduced |
| Inspire Trust Co, N.A. | 8,022 | $4.46M | 2.49% | +3,190+66.0% | Added |
| Evensky & Katz LLC | 7,998 | $4.45M | 0.31% | −84−1.0% | Reduced |
| HSBC Holdings PLC | 7,885 | $4.39M | 0.00% | −658−7.7% | Reduced |
| Bay Rivers Group | 7,874 | $4.38M | 2.41% | +345+4.6% | Added |
| Wetherby Asset Management Inc | 7,823 | $4.35M | 0.21% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,783 | $4.33M | 1.65% | −256−3.2% | Reduced |
| Madison Asset Management, LLC | 7,769 | $4.32M | 0.05% | −10,524−57.5% | Reduced |
| Harbour Investments, Inc. | 7,752 | $4.31M | 0.15% | +489+6.7% | Added |
| Ashton Thomas Private Wealth, LLC | 7,720 | $4.30M | 0.25% | −70−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,698 | $4.28M | 0.07% | +740+10.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $4.27M | 1.92% | +10.0% | Added |
| Segment Wealth Management, LLC | 7,561 | $4.21M | 0.32% | −295−3.8% | Reduced |
| Boston Private Wealth LLC | 7,558 | $4.21M | 0.09% | +885+13.3% | Added |
| Lynx Capital Group Ltd | 7,454 | $4.15M | 2.80% | +559+8.1% | Added |
| Colony Group, LLC | 7,451 | $4.15M | 0.03% | −3,835−34.0% | Reduced |
| Keybank National Association | 7,408 | $4.12M | 0.02% | −472−6.0% | Reduced |
| RVW Wealth, LLC | 7,379 | $4.11M | 0.42% | −884−10.7% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $4.08M | 0.94% | −92−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 7,224 | $4.02M | 0.13% | −137−1.9% | Reduced |
| Haverford Trust Co | 7,114 | $3.96M | 0.04% | +298+4.4% | Added |
| IFP Advisors, Inc | 7,103 | $3.95M | 0.17% | +6,591+1,287.3% | Added |
| Union Savings Bank | 7,072 | $3.93M | 2.06% | −6−0.1% | Reduced |
| North Star Investment Management Corp. | 7,051 | $3.92M | 0.28% | +279+4.1% | Added |
| JMG Financial Group, Ltd. | 7,049 | $3.92M | 0.15% | −20.0% | Reduced |
| Midwest Financial Group LLC | 6,992 | $3.89M | 2.61% | +269+4.0% | Added |
| Davis R M Inc | 6,962 | $3.87M | 0.08% | −357−4.9% | Reduced |
| Perigon Wealth Management, LLC | 6,902 | $3.84M | 0.12% | −647−8.6% | Reduced |