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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,876 | $2.61M | 0.07% | −126−2.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,902 | $2.62M | 0.14% | −51−1.0% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.63M | 0.75% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,921 | $2.63M | 0.06% | −78−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 4,921 | $2.63M | 0.48% | −25−0.5% | Reduced |
| Spinnaker Trust | 5,001 | $2.68M | 0.17% | −74−1.5% | Reduced |
| PFG Advisors | 5,016 | $2.68M | 0.18% | −155−3.0% | Reduced |
| St. Johns Investment Management Company, LLC | 5,019 | $2.69M | 1.27% | −5−0.1% | Reduced |
| National Asset Management, Inc. | 5,008 | $2.69M | 0.07% | −16−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 5,032 | $2.69M | 0.95% | −84−1.6% | Reduced |
| Harvest Investment Services, LLC | 5,046 | $2.70M | 1.07% | +1,516+42.9% | Added |
| IFG Advisory, LLC | 5,076 | $2.72M | 0.17% | −358−6.6% | Reduced |
| Argent Trust Co | 5,098 | $2.73M | 0.12% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,100 | $2.73M | 0.13% | −62−1.2% | Reduced |
| Delta Financial Group, Inc. | 5,113 | $2.74M | 1.15% | +149+3.0% | Added |
| Vanguard Group Inc | 5,116 | $2.74M | 0.00% | −10.0% | Reduced |
| Northstar Asset Management LLC | 5,120 | $2.74M | 0.66% | −135−2.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,190 | $2.78M | 0.16% | −8−0.2% | Reduced |
| Sabal Trust CO | 5,192 | $2.78M | 0.17% | −373−6.7% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.78M | 0.33% | 00.0% | Unchanged |
| Atria Investments LLC | 5,205 | $2.79M | 0.04% | +1,731+49.8% | Added |
| Woodstock Corp | 5,221 | $2.79M | 0.28% | +502+10.6% | Added |
| Greenleaf Trust | 5,246 | $2.81M | 0.03% | +116+2.3% | Added |
| Black Diamond Financial, LLC | 5,264 | $2.82M | 0.54% | +4,562+649.9% | Added |
| Matrix Asset Advisors Inc | 5,266 | $2.82M | 0.34% | −9−0.2% | Reduced |
| Snowden Capital Advisors LLC | 5,322 | $2.86M | 0.08% | −48−0.9% | Reduced |
| Boston Private Wealth LLC | 5,345 | $2.86M | 0.07% | −2,213−29.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,366 | $2.87M | 0.28% | −35−0.6% | Reduced |
| Advisory Services Network, LLC | 5,420 | $2.90M | 0.06% | +719+15.3% | Added |
| Pegasus Asset Management, Inc. | 5,440 | $2.91M | 1.12% | −80−1.4% | Reduced |
| Independent Financial Group, LLC | 5,441 | $2.91M | 0.12% | +3,176+140.2% | Added |
| Joel Isaacson & Co., LLC | 5,489 | $2.94M | 0.15% | +7+0.1% | Added |
| Global Retirement Partners, LLC | 5,503 | $2.94M | 0.09% | +282+5.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,179 | $2.95M | 0.03% | −144−2.7% | Reduced |
| Larson Financial Group LLC | 5,518 | $2.95M | 0.20% | +53+1.0% | Added |
| Signature Securities Group Corporation | 5,548 | $2.98M | 0.82% | +427+8.3% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.02M | 0.81% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 5,689 | $3.04M | 0.39% | +302+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,733 | $3.07M | 0.02% | +114+2.0% | Added |
| Audent Global Asset Management, LLC | 5,745 | $3.07M | 3.20% | +58+1.0% | Added |
| Silvercrest Asset Management Group LLC | 5,778 | $3.09M | 0.02% | −8−0.1% | Reduced |
| Equitable Holdings, Inc. | 5,782 | $3.09M | 0.03% | +255+4.6% | Added |
| Paulson Wealth Management Inc. | 5,839 | $3.12M | 0.91% | −70−1.2% | Reduced |
| Paladin Advisory Group, LLC | 5,919 | $3.13M | 2.44% | +29+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,887 | $3.15M | 0.01% | −668−10.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,899 | $3.16M | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,958 | $3.19M | 0.10% | −20.0% | Reduced |
| Proficio Capital Partners LLC | 5,974 | $3.20M | 0.34% | +369+6.6% | Added |
| Greenup Street Wealth Management LLC | 5,978 | $3.20M | 0.75% | +5,978 | New |
| Romano Brothers and Company | 5,982 | $3.20M | 0.44% | +135+2.3% | Added |
| Fifth Third Bancorp | 6,030 | $3.23M | 0.01% | −68−1.1% | Reduced |
| Fiduciary Trust Co | 6,096 | $3.26M | 0.05% | −276−4.3% | Reduced |
| Belpointe Asset Management LLC | 6,127 | $3.28M | 0.23% | +2,509+69.3% | Added |
| Charter Research & Investment Group, Inc. | 6,189 | $3.31M | 2.61% | −138−2.2% | Reduced |
| Clear Point Advisors Inc. | 6,220 | $3.33M | 2.73% | +15+0.2% | Added |
| Summit Financial, LLC | 6,240 | $3.35M | 0.15% | +790+14.5% | Added |
| Johnson Financial Group, Inc. | 6,243 | $3.35M | 0.16% | −71−1.1% | Reduced |
| Ballentine Partners, LLC | 6,291 | $3.37M | 0.06% | −148−2.3% | Reduced |
| Sepio Capital, LP | 6,300 | $3.37M | 0.31% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,336 | $3.39M | 0.78% | −100−1.6% | Reduced |
| First Citizens Bank & Trust Co | 6,338 | $3.39M | 0.06% | −35−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,787 | $3.40M | 0.44% | +971+16.7% | Added |
| Bristlecone Advisors, LLC | 6,374 | $3.41M | 0.29% | +20+0.3% | Added |
| Stephenson National Bank & Trust | 6,392 | $3.42M | 1.17% | −93−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,405 | $3.43M | 0.13% | +112+1.8% | Added |
| RFG Advisory, LLC | 6,486 | $3.47M | 0.11% | +4,764+276.7% | Added |
| Summit Wealth Partners, LLC | 6,495 | $3.48M | 0.72% | −95−1.4% | Reduced |
| Breakwater Capital Group | 6,505 | $3.48M | 0.79% | +468+7.8% | Added |
| Apollon Wealth Management, LLC | 6,514 | $3.49M | 0.11% | +30+0.5% | Added |
| GWM Advisors LLC | 6,523 | $3.49M | 0.03% | +1,312+25.2% | Added |
| Glen Eagle Advisors, LLC | 6,555 | $3.51M | 0.64% | +20+0.3% | Added |
| Prospera Financial Services Inc | 6,595 | $3.53M | 0.10% | +25+0.4% | Added |
| Smith Chas P & Associates Pa Cpas | 6,624 | $3.54M | 0.21% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 6,624 | $3.54M | 0.21% | +6,124+1,224.8% | Added |
| Salomon & Ludwin, LLC | 6,647 | $3.56M | 0.40% | −1,389−17.3% | Reduced |
| Jordan Park Group LLC | 6,660 | $3.56M | 0.27% | +2,850+74.8% | Added |
| RVW Wealth, LLC | 6,695 | $3.58M | 0.36% | −684−9.3% | Reduced |
| United Capital Financial Advisers, LLC | 6,715 | $3.59M | 0.03% | −14−0.2% | Reduced |
| Bailard, Inc. | 6,758 | $3.62M | 0.10% | −22−0.3% | Reduced |
| Sharp Financial Services, LLC | 6,783 | $3.63M | 3.11% | +6,783 | New |
| Perigon Wealth Management, LLC | 6,819 | $3.65M | 0.11% | −83−1.2% | Reduced |
| Sentinel Trust Co Lba | 6,825 | $3.65M | 0.45% | +4,194+159.4% | Added |
| IFP Advisors, Inc | 6,906 | $3.70M | 0.15% | −197−2.8% | Reduced |
| Davis R M Inc | 6,909 | $3.70M | 0.08% | −53−0.8% | Reduced |
| Union Savings Bank | 7,003 | $3.75M | 1.97% | −69−1.0% | Reduced |
| JMG Financial Group, Ltd. | 7,049 | $3.77M | 0.14% | 00.0% | Unchanged |
| Haverford Trust Co | 7,099 | $3.80M | 0.04% | −15−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,105 | $3.80M | 0.05% | −593−7.7% | Reduced |
| Midwest Financial Group LLC | 7,164 | $3.83M | 2.44% | +172+2.5% | Added |
| North Star Investment Management Corp. | 7,166 | $3.83M | 0.28% | +115+1.6% | Added |
| Stock Yards Bank & Trust Co | 7,166 | $3.83M | 0.13% | −58−0.8% | Reduced |
| Buckingham Strategic Partners | 7,200 | $3.85M | 0.10% | −1,702−19.1% | Reduced |
| Renaissance Investment Group LLC | 7,323 | $3.86M | 0.84% | −17−0.2% | Reduced |
| Mirabella Financial Services LLP | 7,400 | $3.96M | 0.29% | +7,400 | New |
| Segment Wealth Management, LLC | 7,561 | $4.05M | 0.30% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 7,603 | $4.07M | 2.81% | +149+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,630 | $4.08M | 0.23% | −90−1.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $4.11M | 2.80% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,796 | $4.17M | 0.20% | −27−0.3% | Reduced |
| Sanctuary Advisors, LLC | 7,882 | $4.17M | 0.03% | +7,882 | New |