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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,265 | $3.83M | 1.61% | +154+2.2% | Added |
| Oppenheimer & Co Inc | 6,890 | $3.83M | 0.06% | −1,163−14.4% | Reduced |
| Bailard, Inc. | 6,780 | $3.77M | 0.10% | +60+0.9% | Added |
| United Capital Financial Advisers, LLC | 6,729 | $3.74M | 0.03% | −196−2.8% | Reduced |
| Ieq Capital, LLC | 6,721 | $3.74M | 0.05% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 6,624 | $3.69M | 0.22% | +5,762+668.4% | Added |
| Summit Wealth Partners, LLC | 6,590 | $3.67M | 0.78% | −4−0.1% | Reduced |
| Prospera Financial Services Inc | 6,570 | $3.66M | 0.11% | −1,234−15.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,555 | $3.65M | 0.01% | +1,855+39.5% | Added |
| Glen Eagle Advisors, LLC | 6,535 | $3.64M | 0.69% | −125−1.9% | Reduced |
| Stephenson National Bank & Trust | 6,485 | $3.61M | 1.24% | −3,392−34.3% | Reduced |
| Apollon Wealth Management, LLC | 6,484 | $3.61M | 0.11% | −10−0.2% | Reduced |
| Ballentine Partners, LLC | 6,439 | $3.58M | 0.07% | +10.0% | Added |
| Gould Asset Management LLC | 6,436 | $3.58M | 0.87% | −100−1.5% | Reduced |
| First Citizens Bank & Trust Co | 6,373 | $3.55M | 0.07% | +1,873+41.6% | Added |
| Fiduciary Trust Co | 6,372 | $3.55M | 0.05% | −135−2.1% | Reduced |
| Bristlecone Advisors, LLC | 6,354 | $3.54M | 0.31% | −10−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 6,327 | $3.52M | 2.79% | +20+0.3% | Added |
| Johnson Financial Group, Inc. | 6,314 | $3.52M | 0.19% | +414+7.0% | Added |
| Sepio Capital, LP | 6,300 | $3.51M | 0.30% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,293 | $3.50M | 0.13% | +74+1.2% | Added |
| RSM US Wealth Management LLC | 6,289 | $3.50M | 0.09% | +178+2.9% | Added |
| Clear Point Advisors Inc. | 6,205 | $3.45M | 2.84% | −254−3.9% | Reduced |
| Insigneo Advisory Services, LLC | 6,178 | $3.44M | 0.41% | −1,697−21.5% | Reduced |
| Fifth Third Bancorp | 6,098 | $3.39M | 0.01% | −587−8.8% | Reduced |
| Breakwater Capital Group | 6,037 | $3.36M | 0.84% | +574+10.5% | Added |
| Keystone Financial Group | 5,984 | $3.33M | 0.49% | +127+2.2% | Added |
| Wealthcare Advisory Partners LLC | 5,960 | $3.32M | 0.11% | +277+4.9% | Added |
| Paulson Wealth Management Inc. | 5,909 | $3.29M | 0.97% | +1,230+26.3% | Added |
| Manufacturers Life Insurance Company, The | 5,899 | $3.28M | 0.00% | +215+3.8% | Added |
| Paladin Advisory Group, LLC | 5,890 | $3.25M | 2.57% | −424−6.7% | Reduced |
| Romano Brothers and Company | 5,847 | $3.25M | 0.45% | −10.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,816 | $3.24M | 0.39% | −971−14.3% | Reduced |
| Lionsbridge Wealth Management LLC | 5,800 | $3.23M | 2.50% | −250−4.1% | Reduced |
| Relative Value Partners Group, LLC | 6,467 | $3.22M | 0.20% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,786 | $3.22M | 0.02% | +102+1.8% | Added |
| Audent Global Asset Management, LLC | 5,687 | $3.16M | 3.24% | +149+2.7% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.14M | 0.86% | −204−3.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,619 | $3.13M | 0.02% | +38+0.7% | Added |
| Proficio Capital Partners LLC | 5,605 | $3.12M | 0.34% | +2,190+64.1% | Added |
| Regents of the University of California | 5,600 | $3.12M | 0.91% | 00.0% | Unchanged |
| Sabal Trust CO | 5,565 | $3.10M | 0.18% | −457−7.6% | Reduced |
| Equitable Holdings, Inc. | 5,527 | $3.08M | 0.03% | −361−6.1% | Reduced |
| Pegasus Asset Management, Inc. | 5,520 | $3.07M | 1.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,482 | $3.05M | 0.17% | +13+0.2% | Added |
| Larson Financial Group LLC | 5,465 | $3.04M | 0.23% | +4,829+759.3% | Added |
| Summit Financial, LLC | 5,450 | $3.04M | 0.18% | +955+21.2% | Added |
| IFG Advisory, LLC | 5,434 | $3.02M | 0.23% | −95−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,401 | $3.01M | 0.32% | +60+1.1% | Added |
| Keeley-Teton Advisors, LLC | 5,387 | $3.00M | 0.37% | +378+7.5% | Added |
| Snowden Capital Advisors LLC | 5,370 | $2.99M | 0.09% | +3,448+179.4% | Added |
| Adviser Investments LLC | 5,321 | $2.96M | 0.04% | +10.0% | Added |
| Matrix Asset Advisors Inc | 5,275 | $2.94M | 0.35% | −224−4.1% | Reduced |
| Northstar Asset Management LLC | 5,255 | $2.92M | 0.72% | +120+2.3% | Added |
| Global Retirement Partners, LLC | 5,221 | $2.91M | 0.11% | −54−1.0% | Reduced |
| GWM Advisors LLC | 5,211 | $2.90M | 0.03% | +604+13.1% | Added |
| Miller Investment Management, LP | 5,201 | $2.89M | 0.37% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,198 | $2.89M | 0.18% | −222−4.1% | Reduced |
| PFG Advisors | 5,171 | $2.88M | 0.21% | −47−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,162 | $2.87M | 0.14% | −2,512−32.7% | Reduced |
| Signature Securities Group Corporation | 5,121 | $2.85M | 0.79% | +306+6.4% | Added |
| Greenleaf Trust | 5,130 | $2.85M | 0.03% | −210−3.9% | Reduced |
| Vanguard Group Inc | 5,117 | $2.85M | 0.00% | +130+2.6% | Added |
| Argent Trust Co | 5,098 | $2.84M | 0.13% | −49−1.0% | Reduced |
| Shoker Investment Counsel, Inc. | 5,116 | $2.83M | 1.01% | −55−1.1% | Reduced |
| Spinnaker Trust | 5,075 | $2.82M | 0.18% | +311+6.5% | Added |
| Money Concepts Capital Corp | 5,038 | $2.80M | 0.26% | +5,038 | New |
| St. Johns Investment Management Company, LLC | 5,024 | $2.80M | 1.34% | −554−9.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,014 | $2.79M | 0.78% | −281−5.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,323 | $2.79M | 0.03% | −16−0.3% | Reduced |
| Diversified Trust Co | 5,002 | $2.78M | 0.08% | +459+10.1% | Added |
| Delta Financial Group, Inc. | 4,964 | $2.76M | 0.81% | +251+5.3% | Added |
| Connecticut Wealth Management, LLC | 4,953 | $2.76M | 0.15% | −44−0.9% | Reduced |
| Gilman Hill Asset Management, LLC | 4,946 | $2.75M | 0.49% | −55−1.1% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.74M | 0.81% | −4,917−50.0% | Reduced |
| Private Trust Co NA | 4,916 | $2.74M | 0.30% | −96−1.9% | Reduced |
| Asset Management Group, Inc. | 4,845 | $2.70M | 0.51% | −3−0.1% | Reduced |
| Cambridge Trust Co | 4,841 | $2.69M | 0.10% | +584+13.7% | Added |
| Courier Capital LLC | 4,832 | $2.69M | 0.19% | −25−0.5% | Reduced |
| Merit Financial Group, LLC | 4,999 | $2.68M | 0.06% | +141+2.9% | Added |
| New England Private Wealth Advisors LLC | 4,720 | $2.63M | 0.46% | 00.0% | Unchanged |
| Woodstock Corp | 4,719 | $2.63M | 0.27% | +232+5.2% | Added |
| Moneta Group Investment Advisors LLC | 4,710 | $2.62M | 0.04% | +656+16.2% | Added |
| Advisory Services Network, LLC | 4,701 | $2.62M | 0.06% | +885+23.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,695 | $2.61M | 0.04% | +731+18.4% | Added |
| Precedent Wealth Partners, LLC | 4,691 | $2.61M | 1.12% | +118+2.6% | Added |
| Naples Global Advisors, LLC | 4,675 | $2.61M | 0.27% | −910−16.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,598 | $2.56M | 1.21% | −58−1.2% | Reduced |
| Hoylecohen, LLC | 4,595 | $2.56M | 0.20% | +8+0.2% | Added |
| West Paces Advisors Inc. | 4,562 | $2.54M | 0.67% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,549 | $2.53M | 0.02% | +3,462+318.5% | Added |
| Sage Financial Management Group, Inc. | 4,519 | $2.52M | 1.19% | +138+3.1% | Added |
| Coastline Trust Co | 4,504 | $2.51M | 0.30% | −332−6.9% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.50M | 0.64% | 00.0% | Unchanged |
| Graypoint LLC | 4,496 | $2.50M | 0.18% | +16+0.4% | Added |
| Davidson Trust Co | 4,495 | $2.50M | 1.46% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,422 | $2.46M | 0.16% | +175+4.1% | Added |
| Baron Financial Group, LLC | 4,413 | $2.46M | 1.52% | −200−4.3% | Reduced |
| Tower View Investment Management & Research LLC | 4,395 | $2.45M | 1.43% | +132+3.1% | Added |
| Veracity Capital LLC | 4,359 | $2.43M | 0.94% | −2,548−36.9% | Reduced |