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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 1,864 | $1.04M | 0.03% | −1,308−41.2% | Reduced |
| SFM, LLC | 1,866 | $1.04M | 0.79% | 00.0% | Unchanged |
| Sachetta, LLC | 2,043 | $1.04M | 0.49% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,855 | $1.03M | 0.36% | −11−0.6% | Reduced |
| Old Mission Capital LLC | 1,849 | $1.03M | 0.03% | +129+7.5% | Added |
| FF Advisors,LLC | 1,840 | $1.02M | 0.71% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,830 | $1.02M | 0.07% | +4+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 1,821 | $1.01M | 0.21% | +2+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,805 | $1.01M | 0.08% | −1,079−37.4% | Reduced |
| Parsons Capital Management Inc | 1,790 | $996.0K | 0.07% | +9+0.5% | Added |
| Moors & Cabot, Inc. | 1,786 | $993.7K | 0.05% | −60−3.3% | Reduced |
| Beacon Financial Advisory LLC | 1,779 | $990.1K | 0.48% | −221−11.1% | Reduced |
| Dana Investment Advisors, Inc. | 1,773 | $986.7K | 0.03% | +1+0.1% | Added |
| Journey Advisory Group, LLC | 1,752 | $974.8K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,737 | $968.3K | 0.19% | 00.0% | Unchanged |
| Lynch & Associates | 1,740 | $968.1K | 0.22% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,846 | $966.4K | 0.36% | +1,846 | New |
| Vista Wealth Management Group, LLC | 1,734 | $964.8K | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,734 | $964.8K | 0.01% | +1,734 | New |
| RFG Advisory, LLC | 1,722 | $958.0K | 0.03% | −6−0.3% | Reduced |
| Price T Rowe Associates Inc | 1,720 | $958.0K | 0.00% | +920+115.0% | Added |
| Old North State Trust, LLC | 1,711 | $952.0K | 0.80% | +1,711 | New |
| M. Kraus & Co | 1,700 | $945.9K | 0.29% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,863 | $945.0K | 0.53% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,677 | $933.0K | 0.13% | +28+1.7% | Added |
| HM Payson & Co | 1,673 | $930.9K | 0.02% | −28−1.6% | Reduced |
| Midland Wealth Advisors LLC | 1,672 | $930.3K | 0.06% | −5−0.3% | Reduced |
| Watershed Private Wealth LLC | 1,668 | $928.1K | 0.41% | −1,725−50.8% | Reduced |
| Rockland Trust Co | 1,667 | $927.5K | 0.05% | −45−2.6% | Reduced |
| Legacy Private Trust Co. | 1,666 | $927.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,662 | $924.7K | 0.07% | −115−6.5% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $920.8K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,655 | $920.6K | 0.07% | −18−1.1% | Reduced |
| Quadrant Capital Group LLC | 1,651 | $918.6K | 0.07% | +9+0.5% | Added |
| InterOcean Capital Group, LLC | 1,645 | $915.3K | 0.02% | −400−19.6% | Reduced |
| Peak Planning Group, LLC | 1,643 | $914.1K | 0.57% | −63−3.7% | Reduced |
| Daymark Wealth Partners, LLC | 1,640 | $912.5K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,641 | $910.9K | 0.33% | +1,181+256.7% | Added |
| Prudential Financial Inc | 1,637 | $910.6K | 0.00% | +149+10.0% | Added |
| Gen-Wealth Partners Inc | 1,630 | $906.9K | 0.45% | +1,630 | New |
| Brighton Jones LLC | 1,630 | $906.8K | 0.03% | +107+7.0% | Added |
| Gator Capital Management, LLC | 1,607 | $894.1K | 0.48% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,604 | $892.5K | 0.03% | −35−2.1% | Reduced |
| Hilltop Holdings Inc. | 1,600 | $890.2K | 0.10% | +80+5.3% | Added |
| Quantbot Technologies LP | 1,600 | $890.2K | 0.05% | +1,600 | New |
| Howland Capital Management LLC | 1,597 | $890.2K | 0.04% | −180−10.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,593 | $886.3K | 0.14% | +274+20.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,569 | $873.0K | 0.07% | −20−1.3% | Reduced |
| Crestwood Advisors Group LLC | 1,568 | $872.4K | 0.02% | +3+0.2% | Added |
| Halpern Financial, Inc. | 1,593 | $871.9K | 0.25% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,564 | $870.5K | 0.45% | +185+13.4% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $868.0K | 0.12% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,552 | $863.5K | 1.41% | +37+2.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,548 | $861.1K | 0.15% | +38+2.5% | Added |
| Hartline Investment Corp | 1,548 | $861.1K | 0.15% | +1,548 | New |
| VeraBank, N.A. | 1,545 | $859.6K | 0.27% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,537 | $854.9K | 0.01% | +3+0.2% | Added |
| American Money Management, LLC | 1,534 | $853.5K | 0.18% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,531 | $851.8K | 0.35% | −102−6.2% | Reduced |
| Harmony Asset Management LLC | 1,529 | $850.7K | 0.35% | −100−6.1% | Reduced |
| Cascade Financial Partners, LLC | 1,598 | $846.8K | 0.12% | +1,598 | New |
| Cornerstone Wealth Management, LLC | 1,513 | $841.7K | 0.07% | −5−0.3% | Reduced |
| Vista Investment Management | 1,512 | $841.3K | 0.34% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $835.7K | 0.34% | 00.0% | Unchanged |
| Bell Bank | 1,485 | $826.3K | 0.07% | +1,485 | New |
| General Partner, Inc. | 1,484 | $825.7K | 0.52% | +1,484 | New |
| Park National Corp | 1,477 | $821.8K | 0.03% | +110+8.0% | Added |
| Tennessee Valley Asset Management Partners | 1,469 | $817.8K | 0.20% | −279−16.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,471 | $817.5K | 0.09% | +2+0.1% | Added |
| Andrews, Lucia Wealth Management LLC | 1,469 | $817.3K | 0.58% | −134−8.4% | Reduced |
| Bank of Stockton | 1,453 | $808.4K | 0.25% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,447 | $805.4K | 0.01% | +101+7.5% | Added |
| Orion Portfolio Solutions, LLC | 1,447 | $805.4K | 0.01% | +101+7.5% | Added |
| BigSur Wealth Management LLC | 1,440 | $802.7K | 0.25% | +1,440 | New |
| First Western Trust Bank | 1,442 | $802.3K | 0.04% | −1−0.1% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $799.5K | 0.48% | 00.0% | Unchanged |
| Viawealth, LLC | 1,432 | $796.8K | 0.50% | −230−13.8% | Reduced |
| Aspen Investment Management Inc | 1,430 | $796.0K | 0.40% | +172+13.7% | Added |
| Tritonpoint Wealth, LLC | 1,530 | $790.4K | 0.08% | −22−1.4% | Reduced |
| Marion Wealth Management | 1,419 | $789.3K | 0.24% | +415+41.3% | Added |
| Pettinga Financial Advisors, LLC | 1,418 | $789.0K | 0.20% | +15+1.1% | Added |
| McGuire Investment Group, LLC | 1,417 | $788.4K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,407 | $782.9K | 0.02% | −180−11.3% | Reduced |
| Berkshire Money Management, Inc. | 1,405 | $781.9K | 0.09% | +1,405 | New |
| Lam Group, Inc. | 1,400 | $779.0K | 0.64% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,399 | $778.5K | 0.02% | +5+0.4% | Added |
| Holistic Financial Partners | 1,399 | $778.4K | 0.40% | +4+0.3% | Added |
| Leisure Capital Management | 1,390 | $773.4K | 0.39% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,387 | $772.9K | 0.20% | −19−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $771.2K | 0.19% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,682 | $771.0K | 0.67% | −337−16.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,385 | $770.6K | 0.10% | −49−3.4% | Reduced |
| Blue Barn Wealth, LLC | 1,384 | $770.1K | 0.43% | −11−0.8% | Reduced |
| Fca Corp | 1,380 | $767.8K | 0.25% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,360 | $756.9K | 0.18% | +2+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,358 | $755.6K | 0.01% | −6,348−82.4% | Reduced |
| CIBC World Markets Inc. | 1,348 | $750.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,339 | $745.0K | 0.01% | −874−39.5% | Reduced |
| WealthPLAN Partners, LLC | 1,339 | $745.0K | 0.08% | +170+14.5% | Added |
| Ellerson Group Inc | 1,312 | $730.0K | 0.56% | 00.0% | Unchanged |