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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.

Institutional holdersQ2 2024: 1,293 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ2 2024: $13.2B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners1$00.00%00.0%Unchanged
Transcendent Capital Group LLC1$5350.00%−161−99.4%Reduced
Tucker Asset Management LLC4$2.14K0.00%−7−63.6%Reduced
Caldwell Sutter Capital, Inc.7$3.75K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.55K0.00%+8New
Russell Investments Group, Ltd.9$4.82K0.00%−1−10.0%Reduced
WR Wealth Planners, LLC9$4.82K0.00%00.0%Unchanged
Triad Wealth Partners, LLC9$4.82K0.00%+9New
Solstein Capital, LLC10$5.35K0.00%00.0%Unchanged
Key Financial Inc10$5.35K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$6.42K0.00%00.0%Unchanged
Castleview Partners, LLC13$6.96K0.00%−11−45.8%Reduced
Northwest Capital Management Inc13$6.96K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC13$6.96K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC14$7.49K0.00%+14New
Delta Asset Management LLC15$8.03K0.00%00.0%Unchanged
REAP Financial Group, LLC16$8.56K0.00%00.0%Unchanged
Global Financial Private Client, LLC16$8.56K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.16$8.72K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc19$10.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC19$10.2K0.01%00.0%Unchanged
Stephens Consulting, LLC19$10.2K0.00%00.0%Unchanged
Live Oak Investment Partners–$10.2K0.01%–New
Annapolis Financial Services, LLC20$10.7K0.00%00.0%Unchanged
CKW Financial Group20$11.0K0.00%00.0%Unchanged
Arlington Trust Co LLC22$11.8K0.00%+22New
Activest Wealth Management24$12.8K0.00%00.0%Unchanged
City State Bank25$13.4K0.01%00.0%Unchanged
Arrow Financial Corp25$13.4K0.00%00.0%Unchanged
Painted Porch Advisors LLC25$13.4K0.01%+25New
Opal Wealth Advisors, LLC26$13.9K0.00%+26New
Burkett Financial Services, LLC26$14.0K0.01%00.0%Unchanged
Gables Capital Management Inc.27$14.4K0.01%−150−84.7%Reduced
Financial Connections Group, Inc.31$16.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$16.1K0.01%00.0%Unchanged
Tidemark, LLC31$16.6K0.01%−12−27.9%Reduced
Highline Wealth Partners LLC32$17.1K0.01%−31−49.2%Reduced
Atlantic Trust, LLC32$17.1K0.00%00.0%Unchanged
Amundi35$18.7K0.00%00.0%Unchanged
Capital Analysts, LLC39$21.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC44$23.0K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$23.5K0.01%−1−2.2%Reduced
Redwood Wealth Management Group, LLC44$23.5K0.02%+44New
SRS Capital Advisors, Inc.45$24.3K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.46$24.6K0.01%00.0%Unchanged
Concord Wealth Partners46$24.8K0.00%00.0%Unchanged
Ridgewood Investments LLC47$25.0K0.01%+47New
CBIZ Investment Advisory Services, LLC49$26.6K0.00%00.0%Unchanged
Colonial Trust Advisors50$26.8K0.00%−50−50.0%Reduced
TruNorth Capital Management, LLC50$26.8K0.01%00.0%Unchanged
West Branch Capital LLC50$26.8K0.01%00.0%Unchanged
City Holding Co50$26.8K0.00%00.0%Unchanged
Continuum Advisory, LLC50$26.8K0.00%00.0%Unchanged
Addison Advisors LLC50$26.8K0.01%+50New
Dogwood Wealth Management LLC51$27.3K0.02%+51New
Richardson Capital Management LLC52$27.8K0.02%00.0%Unchanged
Evolution Advisers, Inc.54$28.0K0.02%00.0%Unchanged
National Bank of Canada53$28.0K0.00%−2−3.6%Reduced
Webster Bank, N. A.55$29.4K0.00%00.0%Unchanged
Global Trust Asset Management, LLC56$30.0K0.01%00.0%Unchanged
Piscataqua Savings Bank56$30.0K0.03%00.0%Unchanged
AllSquare Wealth Management LLC56$30.0K0.02%+50+833.3%Added
Chris Bulman Inc57$30.5K0.02%+57New
Chilton Capital Management LLC61$32.6K0.00%−817−93.1%Reduced
Signaturefd, LLC63$33.8K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC70$37.5K0.01%−35−33.3%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.70$37.9K0.01%+70New
Toth Financial Advisory Corp74$39.6K0.01%00.0%Unchanged
Family Firm, Inc.79$42.2K0.01%+79New
Winch Advisory Services, LLC79$42.3K0.01%00.0%Unchanged
Bollard Group LLC80$43.0K0.00%00.0%Unchanged
Perkins Coie Trust Co85$45.5K0.01%00.0%Unchanged
ORG Partners LLC86$45.9K0.01%+86New
Smartleaf Asset Management LLC88$47.0K0.01%00.0%Unchanged
Main Street Group, LTD90$47.7K0.02%00.0%Unchanged
First Community Trust NA90$48.2K0.04%00.0%Unchanged
AdvisorNet Financial, Inc90$48.2K0.00%00.0%Unchanged
Ransom Advisory, Ltd90$48.2K0.02%00.0%Unchanged
Cypress Capital, LLC91$48.7K0.01%+91New
Islay Capital Management, LLC98$52.4K0.04%00.0%Unchanged
Register Financial Advisors LLC99$53.1K0.03%+5+5.3%Added
Toronto Dominion Bank100$53.5K0.00%−7−6.5%Reduced
Clean Yield Group100$53.5K0.02%00.0%Unchanged
Anchor Investment Management, LLC100$53.5K0.01%00.0%Unchanged
Security National Bank100$53.5K0.01%00.0%Unchanged
Rothschild Investment LLC100$53.5K0.00%+50+100.0%Added
Criterion Capital Advisors, LLC114$61.0K0.04%00.0%Unchanged
Canton Hathaway, LLC115$62.0K0.02%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.119$63.7K0.04%+119New
Newton One Investments LLC121$64.9K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.125$66.9K0.01%00.0%Unchanged
Hilltop National Bank125$66.9K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC125$66.9K0.01%+125New
Sugarloaf Wealth Management, LLC125$67.1K0.01%00.0%Unchanged
Rogco, LP130$69.6K0.03%−70−35.0%Reduced
Semmax Financial Advisors Inc.133$71.8K0.02%00.0%Unchanged
RFP Financial Group LLC135$72.2K0.03%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC136$72.8K0.04%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.150$80.3K0.03%00.0%Unchanged