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 |
|---|---|---|---|---|---|
| Element Wealth, LLC | 4,340 | $2.41M | 1.41% | −6−0.1% | Reduced |
| Winthrop Advisory Group LLC | 4,320 | $2.41M | 0.35% | −625−12.6% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.34M | 0.08% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,202 | $2.34M | 0.11% | −314−7.0% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.31M | 0.65% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,024 | $2.30M | 0.06% | +115+2.3% | Added |
| Transatlantique Private Wealth LLC | 4,134 | $2.30M | 1.00% | −11−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 4,115 | $2.29M | 0.06% | +182+4.6% | Added |
| NorthRock Partners, LLC | 4,105 | $2.29M | 0.09% | −155−3.6% | Reduced |
| Umb Bank N A | 4,085 | $2.27M | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,033 | $2.24M | 0.38% | +91+2.3% | Added |
| Cambridge Advisors Inc. | 4,029 | $2.24M | 0.53% | −80−1.9% | Reduced |
| Horizon Family Wealth, Inc. | 4,007 | $2.23M | 1.72% | +4,007 | New |
| TD Waterhouse Canada Inc. | 3,911 | $2.23M | 0.02% | −325−7.7% | Reduced |
| WealthBridge Capital Management, LLC | 4,001 | $2.23M | 0.75% | +69+1.8% | Added |
| Soltis Investment Advisors LLC | 3,974 | $2.21M | 0.25% | +16+0.4% | Added |
| Old Second National Bank of Aurora | 3,964 | $2.21M | 0.57% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,945 | $2.19M | 1.63% | −3−0.1% | Reduced |
| David Loasby | 3,971 | $2.18M | 0.22% | +118+3.1% | Added |
| TD Private Client Wealth LLC | 3,914 | $2.18M | 0.07% | +587+17.6% | Added |
| Eldridge Investment Advisors, Inc. | 3,911 | $2.18M | 0.56% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,896 | $2.17M | 0.10% | +500+14.7% | Added |
| Lindbrook Capital, LLC | 3,871 | $2.15M | 0.20% | +478+14.1% | Added |
| Lowe Wealth Advisors, LLC | 3,869 | $2.15M | 1.00% | +37+1.0% | Added |
| Intelligent Financial Strategies | 3,857 | $2.15M | 1.33% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.14M | 1.69% | −40−1.0% | Reduced |
| CAPROCK Group, Inc. | 3,822 | $2.13M | 0.12% | +10.0% | Added |
| Jordan Park Group LLC | 3,810 | $2.12M | 0.13% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,789 | $2.11M | 0.32% | +199+5.5% | Added |
| All Terrain Financial Advisors, LLC | 3,765 | $2.09M | 0.90% | −775−17.1% | Reduced |
| Crescent Sterling, Ltd. | 3,757 | $2.09M | 1.91% | +52+1.4% | Added |
| Quantum Private Wealth, LLC | 3,655 | $2.03M | 0.75% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,637 | $2.02M | 1.51% | +10.0% | Added |
| Belpointe Asset Management LLC | 3,618 | $2.01M | 0.15% | −1,108−23.4% | Reduced |
| Northern Oak Wealth Management Inc | 3,586 | $2.00M | 0.24% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,582 | $1.98M | 0.21% | +614+20.7% | Added |
| Embree Financial Group | 3,535 | $1.97M | 0.39% | −105−2.9% | Reduced |
| Harvest Investment Services, LLC | 3,530 | $1.96M | 0.79% | −152−4.1% | Reduced |
| TSFG, LLC | 3,529 | $1.96M | 0.50% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.96M | 0.55% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,510 | $1.95M | 0.81% | −150−4.1% | Reduced |
| Deutsche Bank AG | 3,509 | $1.95M | 0.00% | +11+0.3% | Added |
| Atria Investments LLC | 3,474 | $1.93M | 0.03% | −168−4.6% | Reduced |
| Northwest Bancshares, Inc. | 3,469 | $1.93M | 0.30% | −57−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 3,422 | $1.90M | 0.63% | +41+1.2% | Added |
| Integrated Advisors Network LLC | 3,420 | $1.90M | 0.10% | −37−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,404 | $1.89M | 0.07% | −68−2.0% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.89M | 0.33% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,387 | $1.88M | 0.84% | −129−3.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,384 | $1.88M | 0.37% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.88M | 0.33% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,373 | $1.88M | 1.20% | 00.0% | Unchanged |
| Regions Financial Corp | 3,370 | $1.88M | 0.01% | +204+6.4% | Added |
| Focus Financial Network, Inc. | 3,622 | $1.87M | 0.09% | +3,622 | New |
| Beacon Bridge Wealth Partners, LLC | 3,362 | $1.87M | 0.88% | +212+6.7% | Added |
| Sovereign Financial Group, Inc. | 3,360 | $1.87M | 0.50% | +4+0.1% | Added |
| Compass Wealth Management LLC | 3,341 | $1.86M | 0.47% | −22−0.7% | Reduced |
| Two Sigma Securities, LLC | 3,338 | $1.86M | 0.09% | +2,084+166.2% | Added |
| Farrow Financial Inc. | 3,324 | $1.85M | 1.30% | −84−2.5% | Reduced |
| GenTrust, LLC | 3,317 | $1.85M | 0.11% | −25−0.7% | Reduced |
| Oxford Financial Group Ltd | 3,319 | $1.85M | 0.13% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,317 | $1.85M | 0.07% | −69−2.0% | Reduced |
| Sunflower Bank, N.A. | 3,297 | $1.83M | 0.41% | −25−0.8% | Reduced |
| Neuberger Berman Group LLC | 3,179 | $1.77M | 0.00% | −130−3.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,167 | $1.76M | 0.12% | −100−3.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,162 | $1.76M | 0.15% | −25−0.8% | Reduced |
| Scotia Capital Inc. | 3,156 | $1.76M | 0.01% | +301+10.5% | Added |
| Mathes Company, Inc. | 3,150 | $1.75M | 0.66% | 00.0% | Unchanged |
| Darrow Company, Inc. | 3,128 | $1.74M | 1.14% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,097 | $1.72M | 0.48% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,075 | $1.71M | 0.16% | +3,075 | New |
| Texas Permanent School Fund | 3,074 | $1.71M | 0.01% | −4,350−58.6% | Reduced |
| Aspiriant, LLC | 3,071 | $1.71M | 0.07% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,065 | $1.71M | 1.05% | +3+0.1% | Added |
| Warren Averett Asset Management, LLC | 3,064 | $1.70M | 0.04% | +309+11.2% | Added |
| Avantax Planning Partners, Inc. | 3,064 | $1.70M | 0.06% | +79+2.6% | Added |
| Kestra Private Wealth Services, LLC | 3,056 | $1.70M | 0.04% | −82−2.6% | Reduced |
| GM Advisory Group, Inc. | 3,037 | $1.69M | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,004 | $1.67M | 0.05% | +155+5.4% | Added |
| Credit Suisse AG | 3,002 | $1.67M | 0.00% | −12,278−80.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.65M | 0.41% | −1,385−31.9% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.63M | 0.20% | 00.0% | Unchanged |
| XML Financial, LLC | 2,919 | $1.62M | 0.17% | −39−1.3% | Reduced |
| Blue Fin Capital, Inc. | 2,906 | $1.62M | 0.36% | +402+16.1% | Added |
| Financial Services Advisory Inc | 2,894 | $1.61M | 0.40% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,872 | $1.60M | 0.57% | −45−1.5% | Reduced |
| Providence First Trust Co | 2,831 | $1.58M | 0.68% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 2,789 | $1.55M | 0.70% | −325−10.4% | 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 |
| Advus Financial Partners, LLC | 2,769 | $1.54M | 0.69% | −41−1.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,758 | $1.53M | 0.85% | −154−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,935 | $1.53M | 0.12% | −305−9.4% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.53M | 0.52% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,737 | $1.52M | 1.34% | +2,737 | New |
| Osborne Partners Capital Management, LLC | 2,726 | $1.52M | 0.09% | +434+18.9% | Added |
| Stratos Wealth Partners, LTD. | 2,673 | $1.49M | 0.02% | −40−1.5% | Reduced |
| Emprise Bank | 2,669 | $1.49M | 1.00% | +2,669 | New |
| Change Path, LLC | 2,668 | $1.49M | 0.06% | +50+1.9% | Added |
| Disciplined Investments, LLC | 2,665 | $1.48M | 0.81% | −23−0.9% | Reduced |