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, Q2 2024
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,293
- +6 vs. Q1 2024
- Shares held
- 24.7M
- −500.6K (−2.0%) vs. Q1 2024
- Total value
- $13.2B
- −$721.3M (−5.2%) vs. Q1 2024
- New holders
- 87
- 347 more added
- Sold out
- 81
- 426 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,391,267 | $1.28B | 0.12% | −21,630−0.9% | Reduced |
| Wells Fargo & Company | 1,336,943 | $715.4M | 0.18% | −25,609−1.9% | Reduced |
| Morgan Stanley | 1,147,877 | $614.2M | 0.05% | −486,871−29.8% | Reduced |
| Northern Trust Corp | 1,113,109 | $595.6M | 0.10% | −1,412−0.1% | Reduced |
| US Bancorp | 1,052,245 | $563.0M | 0.77% | −16,767−1.6% | Reduced |
| Pathstone Holdings, LLC | 925,886 | $495.4M | 2.24% | −24,374−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 763,017 | $408.3M | 0.27% | −14,255−1.8% | Reduced |
| UBS Group AG | 610,216 | $326.5M | 0.10% | −11,522−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 533,690 | $285.6M | 0.28% | −55,029−9.3% | Reduced |
| Bank of Montreal | 504,716 | $269.7M | 0.14% | +17,125+3.5% | Added |
| Goldman Sachs Group Inc | 487,235 | $260.7M | 0.05% | −85,677−15.0% | Reduced |
| Raymond James & Associates | 367,233 | $196.5M | 0.13% | +10,447+2.9% | Added |
| Royal Bank of Canada | 338,531 | $181.1M | 0.04% | −446,326−56.9% | Reduced |
| JPMorgan Chase & Co | 321,106 | $171.8M | 0.01% | −50,572−13.6% | Reduced |
| Alliancebernstein L.P. | 291,710 | $156.1M | 0.05% | +1,845+0.6% | Added |
| BNP Paribas Arbitrage, SA | 266,552 | $142.6M | 0.15% | +26,178+10.9% | Added |
| Creative Planning | 259,522 | $138.9M | 0.15% | −5,951−2.2% | Reduced |
| CI Private Wealth, LLC | 259,509 | $138.9M | 0.24% | +2,404+0.9% | Added |
| Arvest Trust Co N A | 244,564 | $130.9M | 7.78% | −12,875−5.0% | Reduced |
| Conservest Capital Advisors, Inc. | 231,963 | $129.1M | 13.92% | −10,143−4.2% | Reduced |
| MAI Capital Management | 233,055 | $124.7M | 1.23% | +26,783+13.0% | Added |
| Bank of New York Mellon Corp | 173,470 | $92.8M | 0.02% | −2,425−1.4% | Reduced |
| Strategic Financial Concepts, LLC | 237,663 | $80.7M | 0.29% | +237,092+41,522.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 146,894 | $78.6M | 0.11% | +8,182+5.9% | Added |
| HighTower Advisors, LLC | 141,170 | $75.5M | 0.12% | −3,038−2.1% | Reduced |
| LPL Financial LLC | 139,608 | $74.7M | 0.04% | +364+0.3% | Added |
| Whittier Trust Co | 139,504 | $74.6M | 1.06% | +360+0.3% | Added |
| Welch & Forbes LLC | 139,912 | $74.3M | 0.99% | −13,778−9.0% | Reduced |
| Waddell & Associates, LLC | 136,396 | $73.0M | 9.60% | +1,529+1.1% | Added |
| USA Financial Portformulas Corp | 131,970 | $70.6M | 11.45% | +131,970 | New |
| Ameriprise Financial Inc | 125,670 | $67.2M | 0.02% | +34,824+38.3% | Added |
| FineMark National Bank & Trust | 125,231 | $67.0M | 2.47% | −1,415−1.1% | Reduced |
| Brown Advisory Inc | 122,276 | $65.4M | 0.09% | +7,616+6.6% | Added |
| Hills Bank & Trust Co | 121,386 | $65.0M | 5.26% | +222+0.2% | Added |
| Montag A & Associates Inc | 109,077 | $58.6M | 2.96% | −1,282−1.2% | Reduced |
| Employees Retirement System of Texas | 108,500 | $58.1M | 0.54% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 108,302 | $58.0M | 0.09% | +7,127+7.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 107,037 | $57.3M | 0.14% | +57,113+114.4% | Added |
| Truist Financial Corp | 103,975 | $55.6M | 0.08% | +987+1.0% | Added |
| Mariner, LLC | 102,280 | $54.7M | 0.11% | +1,154+1.1% | Added |
| SG Americas Securities, LLC | 99,448 | $53.2M | 0.34% | −2,355−2.3% | Reduced |
| Susquehanna International Group, LLP | 98,865 | $52.9M | 0.09% | +48,888+97.8% | Added |
| Washington Trust Co | 98,816 | $52.9M | 1.93% | −6,263−6.0% | Reduced |
| Cerity Partners LLC | 95,528 | $51.2M | 0.14% | +5,357+5.9% | Added |
| Sandy Spring Bank | 94,344 | $50.5M | 2.23% | −2,011−2.1% | Reduced |
| Cercano Management LLC | 83,934 | $45.0M | 1.20% | +73,336+692.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,602 | $43.7M | 0.10% | +44,327+118.9% | Added |
| Hyman Charles D | 77,241 | $41.3M | 2.30% | +504+0.7% | Added |
| Cetera Investment Advisers | 76,990 | $41.2M | 0.09% | +13,471+21.2% | Added |
| Modern Wealth Management, LLC | 76,178 | $40.8M | 3.01% | +76,178 | New |
| Henshaw Capital LLC | 75,050 | $40.2M | 1.81% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 72,330 | $38.7M | 5.25% | −2,113−2.8% | Reduced |
| Barclays PLC | 70,462 | $37.7M | 0.02% | +32,702+86.6% | Added |
| Envestnet Asset Management Inc | 70,453 | $37.7M | 0.01% | +5,105+7.8% | Added |
| Pittenger & Anderson Inc | 69,340 | $37.1M | 1.52% | +376+0.5% | Added |
| Blair William & Co | 68,429 | $36.6M | 0.11% | +1,661+2.5% | Added |
| Advisor Group Holdings, Inc. | 67,053 | $35.9M | 0.08% | +8,717+14.9% | Added |
| Whittier Trust Co of Nevada Inc | 66,036 | $35.3M | 0.98% | +770+1.2% | Added |
| Financial Counselors Inc | 65,886 | $35.3M | 0.57% | +1,103+1.7% | Added |
| Pinnacle Associates Ltd | 64,629 | $34.6M | 0.54% | −268−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 63,618 | $34.0M | 5.23% | +63,618 | New |
| MetLife Investment Management | 62,700 | $33.5M | 0.20% | −10,700−14.6% | Reduced |
| Captrust Financial Advisors | 61,999 | $33.2M | 0.11% | −130−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,690 | $33.1M | 0.50% | −160−0.3% | Reduced |
| Divergent Planning, LLC | 61,926 | $33.0M | 13.15% | +1,868+3.1% | Added |
| Smith, Moore & Co. | 60,428 | $32.3M | 3.33% | +521+0.9% | Added |
| Massmutual Trust Co FSB | 60,074 | $32.1M | 0.98% | +1,886+3.2% | Added |
| Ascent Wealth Partners, LLC | 58,786 | $31.5M | 4.61% | −417−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 57,004 | $30.5M | 0.47% | −267−0.5% | Reduced |
| Stifel Financial Corp | 56,409 | $30.2M | 0.03% | +4,378+8.4% | Added |
| BlackRock Inc. | 56,045 | $30.0M | 0.00% | +20,310+56.8% | Added |
| Baird Financial Group, Inc. | 54,743 | $29.3M | 0.06% | −1,523−2.7% | Reduced |
| Heritage Investors Management Corp | 53,957 | $28.9M | 1.01% | −639−1.2% | Reduced |
| Clearstead Advisors, LLC | 53,676 | $28.7M | 0.49% | +625+1.2% | Added |
| Chicago Partners Investment Group LLC | 50,378 | $28.4M | 1.10% | +2,693+5.6% | Added |
| Oldfather Financial Services, LLC | 52,028 | $27.8M | 11.42% | +127+0.2% | Added |
| Cresset Asset Management, LLC | 51,007 | $27.4M | 0.12% | +14,568+40.0% | Added |
| Citizens Financial Group Inc | 50,665 | $27.1M | 0.60% | +4,781+10.4% | Added |
| First Hawaiian Bank | 50,291 | $26.9M | 0.90% | +1,330+2.7% | Added |
| Passaic Partners LLC | 50,258 | $26.9M | 3.95% | +26,397+110.6% | Added |
| Citadel Advisors LLC | 49,303 | $26.4M | 0.03% | −27,622−35.9% | Reduced |
| Crewe Advisors LLC | 48,517 | $26.0M | 2.91% | +69+0.1% | Added |
| Cumberland Advisors Inc | 47,102 | $25.2M | 10.32% | +2,235+5.0% | Added |
| Retirement Systems of Alabama | 47,099 | $25.2M | 0.10% | +147+0.3% | Added |
| Conning Inc. | 45,422 | $24.3M | 0.88% | −1,331−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 44,784 | $24.0M | 0.07% | −94−0.2% | Reduced |
| Klingman & Associates, LLC | 44,395 | $23.8M | 1.61% | −251−0.6% | Reduced |
| Citigroup Inc | 43,096 | $23.1M | 0.02% | −145,507−77.1% | Reduced |
| LCM Capital Management Inc | 42,280 | $22.6M | 14.11% | +482+1.2% | Added |
| Kowal Investment Group, LLC | 42,095 | $22.5M | 4.49% | −473−1.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 41,061 | $22.0M | 3.11% | +20,587+100.6% | Added |
| Janney Montgomery Scott LLC | 40,911 | $21.9M | 0.07% | +261+0.6% | Added |
| IFG Advisors, LLC | 40,525 | $21.7M | 5.12% | +1,393+3.6% | Added |
| Edge Capital Group, LLC | 39,738 | $21.3M | 1.03% | −1,625−3.9% | Reduced |
| Comerica Bank | 39,283 | $21.0M | 0.09% | −7,770−16.5% | Reduced |
| Millennium Management LLC | 38,825 | $20.8M | 0.02% | +36,546+1,603.6% | Added |
| Waldron Private Wealth LLC | 37,845 | $20.3M | 0.91% | −339−0.9% | Reduced |
| Johnson Investment Counsel Inc | 36,794 | $19.7M | 0.21% | −140−0.4% | Reduced |
| Qube Research & Technologies Ltd | 36,345 | $19.4M | 0.04% | +27,096+293.0% | Added |
| Granite Bay Wealth Management, LLC | 36,117 | $19.3M | 10.35% | +3,333+10.2% | Added |