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 |
|---|---|---|---|---|---|
| Evensky & Katz LLC | 7,806 | $4.18M | 0.29% | −192−2.4% | Reduced |
| Harbour Investments, Inc. | 7,809 | $4.18M | 0.14% | +57+0.7% | Added |
| Keybank National Association | 7,861 | $4.21M | 0.02% | +453+6.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,866 | $4.21M | 1.56% | +83+1.1% | Added |
| Ieq Capital, LLC | 7,921 | $4.24M | 0.06% | +1,200+17.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,541 | $4.24M | 1.66% | +276+3.8% | Added |
| Bay Rivers Group | 7,936 | $4.25M | 2.21% | +62+0.8% | Added |
| NBW Capital LLC | 7,961 | $4.26M | 0.84% | +7,961 | New |
| Weil Company, Inc. | 8,028 | $4.30M | 1.57% | −170−2.1% | Reduced |
| Victory Capital Management Inc | 8,100 | $4.33M | 0.00% | −10,005−55.3% | Reduced |
| Highview Capital Management LLC | 8,111 | $4.34M | 1.80% | −7−0.1% | Reduced |
| Barrett & Company, Inc. | 8,128 | $4.35M | 1.97% | −225−2.7% | Reduced |
| Sonata Capital Group Inc | 8,159 | $4.37M | 2.24% | −476−5.5% | Reduced |
| CMG Global Holdings, LLC | 8,299 | $4.44M | 2.94% | +208+2.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,304 | $4.44M | 2.59% | +173+2.1% | Added |
| Intrepid Financial Planning Group LLC | 8,414 | $4.50M | 1.93% | +40.0% | Added |
| Modera Wealth Management, LLC | 8,439 | $4.52M | 0.07% | −60−0.7% | Reduced |
| Boothbay Fund Management, LLC | 8,571 | $4.59M | 0.15% | −2,975−25.8% | Reduced |
| RSM US Wealth Management LLC | 8,658 | $4.59M | 0.08% | +2,369+37.7% | Added |
| Green Square Capital Advisors LLC | 8,596 | $4.60M | 0.64% | −3,226−27.3% | Reduced |
| Allworth Financial LP | 8,356 | $4.60M | 0.03% | −78−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 8,627 | $4.62M | 0.45% | −47−0.5% | Reduced |
| Ti-Trust, Inc | 8,784 | $4.70M | 3.62% | +218+2.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,788 | $4.72M | 0.12% | +9+0.1% | Added |
| Newport Capital Group, LLC | 8,826 | $4.72M | 3.74% | +8,826 | New |
| Court Place Advisors, LLC | 8,827 | $4.72M | 1.48% | +181+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 9,106 | $4.87M | 0.47% | −451−4.7% | Reduced |
| Associated Banc-Corp | 9,141 | $4.89M | 0.15% | −611−6.3% | Reduced |
| Financial Engines Advisors L.L.C. | 9,175 | $4.93M | 0.01% | +176+2.0% | Added |
| G&S Capital LLC | 8,888 | $4.93M | 2.15% | −75−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.05M | 0.05% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,506 | $5.09M | 0.32% | 00.0% | Unchanged |
| Motco | 9,511 | $5.09M | 0.30% | −57−0.6% | Reduced |
| Central Trust Co | 9,528 | $5.10M | 0.12% | −82−0.9% | Reduced |
| Sigma Planning Corp | 9,559 | $5.11M | 0.16% | +1,275+15.4% | Added |
| Daymark Wealth Partners, LLC | 9,615 | $5.14M | 0.24% | +7,975+486.3% | Added |
| HB Wealth Management, LLC | 9,678 | $5.18M | 0.06% | −1,058−9.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,681 | $5.18M | 0.06% | +249+2.6% | Added |
| Resonant Capital Advisors, LLC | 9,719 | $5.22M | 0.42% | −40−0.4% | Reduced |
| Flow Traders U.S. LLC | 9,802 | $5.25M | 0.26% | −7,550−43.5% | Reduced |
| Bokf, NA | 9,821 | $5.26M | 0.09% | −172−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 9,882 | $5.29M | 0.87% | −123−1.2% | Reduced |
| Inspire Trust Co, N.A. | 9,922 | $5.31M | 1.75% | +1,900+23.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,941 | $5.32M | 1.32% | +1,190+13.6% | Added |
| Bank of New Hampshire | 9,961 | $5.33M | 1.39% | −10.0% | Reduced |
| Lodestar Private Asset Management LLC | 9,985 | $5.34M | 0.74% | −10−0.1% | Reduced |
| RBF Capital, LLC | 10,000 | $5.35M | 0.31% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 10,047 | $5.38M | 1.05% | −362−3.5% | Reduced |
| Firestone Capital Management | 10,084 | $5.40M | 1.47% | −127−1.2% | Reduced |
| Flputnam Investment Management Co | 10,103 | $5.41M | 0.10% | +285+2.9% | Added |
| Leavell Investment Management, Inc. | 10,190 | $5.47M | 0.30% | 00.0% | Unchanged |
| Gries Financial LLC | 10,230 | $5.47M | 1.13% | −14−0.1% | Reduced |
| Oppenheimer & Co Inc | 10,449 | $5.59M | 0.09% | +3,559+51.7% | Added |
| Colony Group, LLC | 10,536 | $5.64M | 0.02% | +3,085+41.4% | Added |
| Norden Group LLC | 10,691 | $5.72M | 1.16% | +9,960+1,362.5% | Added |
| Retirement Income Solutions, Inc | 10,785 | $5.77M | 1.39% | −592−5.2% | Reduced |
| First Horizon Advisors, Inc. | 10,886 | $5.82M | 0.18% | +959+9.7% | Added |
| Diversified Portfolios, Inc. | 10,909 | $5.84M | 0.77% | −79−0.7% | Reduced |
| Adirondack Trust Co | 10,915 | $5.84M | 2.38% | −184−1.7% | Reduced |
| Hanover Advisors Inc | 10,960 | $5.86M | 2.61% | −1,732−13.6% | Reduced |
| Latigo Investments, LLC | 10,962 | $5.87M | 3.00% | 00.0% | Unchanged |
| Dohj, LLC | 11,087 | $5.93M | 1.48% | +10,437+1,605.7% | Added |
| Pegasus Partners Ltd. | 11,125 | $5.95M | 0.60% | −241−2.1% | Reduced |
| Balboa Wealth Partners | 11,145 | $5.96M | 1.57% | +2,034+22.3% | Added |
| Yousif Capital Management, LLC | 11,229 | $6.01M | 0.07% | −6,473−36.6% | Reduced |
| TownSquare Capital, LLC | 11,268 | $6.03M | 0.08% | +9,989+781.0% | Added |
| TKG Advisors, LLC | 11,315 | $6.05M | 3.29% | +10+0.1% | Added |
| Palisade Asset Management, LLC | 11,462 | $6.13M | 0.63% | −1,100−8.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,487 | $6.15M | 0.63% | +50.0% | Added |
| Kovitz Investment Group Partners, LLC | 11,497 | $6.15M | 0.05% | −1,145−9.1% | Reduced |
| Wealthspire Advisors, LLC | 11,680 | $6.25M | 0.08% | −643−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,773 | $6.30M | 0.08% | −1,029−8.0% | Reduced |
| Scarborough Advisors, LLC | 11,777 | $6.30M | 2.59% | −579−4.7% | Reduced |
| Synovus Financial Corp | 11,810 | $6.32M | 0.08% | +20.0% | Added |
| Goelzer Investment Management, Inc. | 11,936 | $6.39M | 0.36% | −526−4.2% | Reduced |
| Community Bank, N.A. | 11,957 | $6.40M | 0.84% | −288−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $6.45M | 0.22% | −1,000−7.7% | Reduced |
| Dakota Wealth Management | 12,204 | $6.53M | 0.15% | −34−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 12,283 | $6.57M | 0.30% | +468+4.0% | Added |
| Mercer Global Advisors Inc | 17,003 | $6.70M | 0.02% | +4,698+38.2% | Added |
| Staley Capital Advisers Inc | 12,702 | $6.80M | 0.31% | +435+3.5% | Added |
| Meridian Wealth Advisors, LLC | 12,793 | $6.85M | 1.22% | −113−0.9% | Reduced |
| Private Advisor Group, LLC | 13,007 | $6.96M | 0.05% | +114+0.9% | Added |
| AE Wealth Management LLC | 13,128 | $7.02M | 0.07% | +11,826+908.3% | Added |
| Colorado Capital Management, Inc. | 13,156 | $7.04M | 3.96% | −41−0.3% | Reduced |
| Busey Wealth Management | 13,589 | $7.27M | 0.25% | −34−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 13,680 | $7.32M | 2.09% | −250−1.8% | Reduced |
| Unionview, LLC | 13,694 | $7.33M | 5.98% | −75−0.5% | Reduced |
| Csenge Advisory Group | 13,727 | $7.35M | 0.42% | +457+3.4% | Added |
| AMG National Trust Bank | 13,766 | $7.37M | 0.20% | +5,310+62.8% | Added |
| Smith Anglin Financial, LLC | 13,816 | $7.39M | 0.75% | +36+0.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,873 | $7.45M | 3.91% | +72+0.5% | Added |
| Montz Harcus Wealth Management LLC | 14,082 | $7.54M | 4.89% | +108+0.8% | Added |
| Pacific Center for Financial Services | 14,115 | $7.55M | 2.12% | +35+0.2% | Added |
| Chesley Taft & Associates LLC | 14,126 | $7.56M | 0.38% | +446+3.3% | Added |
| RMR Wealth Builders | 14,189 | $7.59M | 0.87% | +132+0.9% | Added |
| Legal & General Group Plc | 14,200 | $7.60M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,270 | $7.64M | 0.00% | +221+1.6% | Added |
| Canopy Partners, LLC | 14,273 | $7.64M | 3.55% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 14,396 | $7.70M | 6.44% | +2,622+22.3% | Added |