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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 14,416 | $7.71M | 0.56% | −1,695−10.5% | Reduced |
| HSBC Holdings PLC | 14,459 | $7.74M | 0.00% | +6,574+83.4% | Added |
| Granite FO LLC | 14,641 | $7.83M | 5.01% | −90−0.6% | Reduced |
| Means Investment Co., Inc. | 14,766 | $7.90M | 0.94% | −4,004−21.3% | Reduced |
| Grove Bank & Trust | 14,813 | $7.93M | 1.27% | −110−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 15,107 | $8.08M | 1.17% | +11,318+298.7% | Added |
| CIBC Private Wealth Group, LLC | 15,602 | $8.28M | 0.02% | −152−1.0% | Reduced |
| KCM Investment Advisors LLC | 15,758 | $8.43M | 0.30% | −226−1.4% | Reduced |
| Victory Financial Group, LLC | 15,799 | $8.45M | 3.96% | +1,510+10.6% | Added |
| GTS Securities LLC | 15,816 | $8.46M | 0.18% | −784−4.7% | Reduced |
| Tiaa Trust, National Association | 15,935 | $8.53M | 0.03% | −281−1.7% | Reduced |
| GFS Advisors, LLC | 15,458 | $8.55M | 1.41% | −520−3.3% | Reduced |
| Raymond James Trust N.A. | 16,104 | $8.62M | 0.20% | −39−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 16,216 | $8.68M | 0.57% | −13−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 16,289 | $8.72M | 0.54% | +6,157+60.8% | Added |
| Boston Financial Mangement LLC | 16,382 | $8.77M | 0.28% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 16,507 | $8.83M | 0.11% | +8,738+112.5% | Added |
| Howard Capital Management Inc. | 16,642 | $8.90M | 0.88% | +216+1.3% | Added |
| Evercore Wealth Management, LLC | 16,726 | $8.95M | 0.14% | −1,607−8.8% | Reduced |
| Legacy Advisors, LLC | 17,056 | $9.13M | 1.11% | −20−0.1% | Reduced |
| Agf Management Ltd | 17,062 | $9.13M | 0.05% | −2,685−13.6% | Reduced |
| Hummer Financial Advisory Services Inc | 17,138 | $9.20M | 7.95% | −315−1.8% | Reduced |
| Brown Brothers Harriman & Co | 17,212 | $9.21M | 0.07% | −2,979−14.8% | Reduced |
| Mechanics Bank Trust Department | 17,215 | $9.21M | 1.32% | −241−1.4% | Reduced |
| Fifth Third Securities, Inc. | 17,553 | $9.43M | 0.87% | −64−0.4% | Reduced |
| Harbour Trust & Investment Management Co | 17,662 | $9.45M | 1.13% | −82−0.5% | Reduced |
| Arvest Investments, Inc. | 17,714 | $9.48M | 1.52% | −166−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 17,722 | $9.48M | 2.44% | +258+1.5% | Added |
| Kingfisher Capital LLC | 17,832 | $9.54M | 2.23% | −149−0.8% | Reduced |
| Central Bank & Trust Co | 17,899 | $9.58M | 1.33% | −1,589−8.2% | Reduced |
| Terry L. Blaker | 17,958 | $9.61M | 0.39% | −464−2.5% | Reduced |
| Shapiro Capital Management LLC | 18,100 | $9.68M | 0.29% | −21,150−53.9% | Reduced |
| NBT Bank N A | 18,185 | $9.73M | 0.70% | −249−1.4% | Reduced |
| Nixon Peabody Trust Co | 18,611 | $9.96M | 0.88% | −22,538−54.8% | Reduced |
| Linscomb & Williams, Inc. | 19,112 | $10.2M | 0.53% | −673−3.4% | Reduced |
| Callan Family Office, LLC | 19,118 | $10.2M | 1.96% | +7,479+64.3% | Added |
| Bordeaux Wealth Advisors LLC | 19,184 | $10.3M | 1.96% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 19,216 | $10.3M | 0.34% | +19,216 | New |
| Lutz Financial Services LLC | 19,572 | $10.5M | 0.91% | −25−0.1% | Reduced |
| Old National Bancorp | 19,679 | $10.5M | 0.25% | −90.0% | Reduced |
| Country Club Bank | 19,802 | $10.6M | 0.73% | −2,143−9.8% | Reduced |
| First Financial Bank - Trust Division | 19,873 | $10.6M | 1.05% | −1,350−6.4% | Reduced |
| jvl associates llc | 19,912 | $10.7M | 4.27% | −80−0.4% | Reduced |
| CWM, LLC | 20,693 | $11.1M | 0.05% | +417+2.1% | Added |
| Exchange Capital Management, Inc. | 20,769 | $11.1M | 1.81% | −1,076−4.9% | Reduced |
| Trifecta Capital Advisors, LLC | 20,828 | $11.1M | 2.47% | −100−0.5% | Reduced |
| First Heartland Consultants, Inc. | 20,956 | $11.2M | 1.11% | +20,400+3,669.1% | Added |
| Kestra Advisory Services, LLC | 21,109 | $11.3M | 0.06% | +5,183+32.5% | Added |
| Mill Creek Capital Advisors, LLC | 21,231 | $11.4M | 0.29% | +8,105+61.7% | Added |
| Avantax Advisory Services, Inc. | 22,031 | $11.8M | 0.08% | +740+3.5% | Added |
| SlateStone Wealth, LLC | 22,715 | $12.2M | 1.32% | −75−0.3% | Reduced |
| MCF Advisors LLC | 23,035 | $12.3M | 0.93% | −281−1.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,083 | $12.4M | 1.93% | 00.0% | Unchanged |
| Caldwell Trust Co | 23,310 | $12.5M | 1.38% | −610−2.6% | Reduced |
| MML Investors Services, LLC | 23,866 | $12.8M | 0.05% | −286−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,263 | $13.0M | 0.14% | −276−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 24,319 | $13.0M | 0.41% | −767−3.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 24,649 | $13.2M | 4.41% | −75−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,662 | $13.2M | 0.30% | −520−2.1% | Reduced |
| Savant Capital, LLC | 25,230 | $13.5M | 0.14% | +9,070+56.1% | Added |
| Clear Creek Financial Management, LLC | 25,619 | $13.7M | 1.66% | +24,722+2,756.1% | Added |
| Wellspring Financial Advisors, LLC | 25,690 | $13.7M | 1.87% | −810−3.1% | Reduced |
| Youngs Advisory Group, Inc. | 26,091 | $14.0M | 6.13% | +100.0% | Added |
| FMR LLC | 26,305 | $14.1M | 0.00% | +1,345+5.4% | Added |
| Commerce Bank | 26,624 | $14.2M | 0.09% | −109−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 26,819 | $14.4M | 0.02% | +26,819 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,901 | $14.4M | 3.07% | −17,956−40.0% | Reduced |
| Squarepoint Ops LLC | 27,537 | $14.7M | 0.05% | +27,537 | New |
| Hancock Whitney Corp | 28,336 | $15.2M | 0.51% | −650−2.2% | Reduced |
| BW Gestao de Investimentos Ltda. | 28,645 | $15.3M | 2.02% | +28,645 | New |
| Atria Wealth Solutions, Inc. | 28,985 | $15.6M | 0.17% | +6,766+30.5% | Added |
| Simmons Bank | 29,501 | $15.8M | 1.19% | +3,779+14.7% | Added |
| EP Wealth Advisors, LLC | 30,236 | $16.2M | 0.17% | +1,887+6.7% | Added |
| Glenmede Trust Co NA | 30,432 | $16.3M | 0.08% | +8,538+39.0% | Added |
| Curbstone Financial Management Corp | 30,436 | $16.3M | 3.54% | −36−0.1% | Reduced |
| RMB Capital Management, LLC | 31,517 | $16.9M | 0.40% | −127−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 31,761 | $17.0M | 3.83% | −7,991−20.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,812 | $17.0M | 0.06% | +7,086+28.7% | Added |
| Trustmark National Bank Trust Department | 31,878 | $17.1M | 1.37% | −20.0% | Reduced |
| Miracle Mile Advisors, LLC | 32,017 | $17.1M | 0.42% | −982−3.0% | Reduced |
| Huntington National Bank | – | $17.2M | 0.13% | – | – |
| Camden Capital, LLC | 32,162 | $17.2M | 1.37% | −634−1.9% | Reduced |
| Lido Advisors, LLC | 32,116 | $17.2M | 0.14% | +6,414+25.0% | Added |
| Tandem Wealth Advisors LLC | 32,711 | $17.5M | 9.38% | +328+1.0% | Added |
| Bessemer Group Inc | 32,732 | $17.5M | 0.03% | −182−0.6% | Reduced |
| Vestor Capital, LLC | 32,876 | $17.6M | 1.42% | +385+1.2% | Added |
| GYL Financial Synergies, LLC | 32,999 | $17.7M | 1.36% | −95−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,401 | $17.9M | 0.18% | −854−2.5% | Reduced |
| Prio Wealth Limited Partnership | 33,661 | $18.0M | 0.54% | −2,073−5.8% | Reduced |
| Steele Capital Management, Inc. | 34,372 | $18.5M | 1.03% | −1,532−4.3% | Reduced |
| Pinnacle Financial Partners Inc | 35,154 | $18.8M | 0.40% | −350−1.0% | Reduced |
| M&T Bank Corp | 35,414 | $19.0M | 0.06% | −797−2.2% | Reduced |
| 1st Source Bank | 36,007 | $19.3M | 1.13% | −359−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 36,117 | $19.3M | 10.35% | +3,333+10.2% | Added |
| Qube Research & Technologies Ltd | 36,345 | $19.4M | 0.04% | +27,096+293.0% | Added |
| Johnson Investment Counsel Inc | 36,794 | $19.7M | 0.21% | −140−0.4% | Reduced |
| Waldron Private Wealth LLC | 37,845 | $20.3M | 0.91% | −339−0.9% | Reduced |
| Millennium Management LLC | 38,825 | $20.8M | 0.02% | +36,546+1,603.6% | Added |
| Comerica Bank | 39,283 | $21.0M | 0.09% | −7,770−16.5% | Reduced |
| Edge Capital Group, LLC | 39,738 | $21.3M | 1.03% | −1,625−3.9% | Reduced |