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 |
|---|---|---|---|---|---|
| IFG Advisors, LLC | 40,525 | $21.7M | 5.12% | +1,393+3.6% | Added |
| Janney Montgomery Scott LLC | 40,911 | $21.9M | 0.07% | +261+0.6% | Added |
| Dumont & Blake Investment Advisors LLC | 41,061 | $22.0M | 3.11% | +20,587+100.6% | Added |
| Kowal Investment Group, LLC | 42,095 | $22.5M | 4.49% | −473−1.1% | Reduced |
| LCM Capital Management Inc | 42,280 | $22.6M | 14.11% | +482+1.2% | Added |
| Citigroup Inc | 43,096 | $23.1M | 0.02% | −145,507−77.1% | Reduced |
| Klingman & Associates, LLC | 44,395 | $23.8M | 1.61% | −251−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 44,784 | $24.0M | 0.07% | −94−0.2% | Reduced |
| Conning Inc. | 45,422 | $24.3M | 0.88% | −1,331−2.8% | Reduced |
| Retirement Systems of Alabama | 47,099 | $25.2M | 0.10% | +147+0.3% | Added |
| Cumberland Advisors Inc | 47,102 | $25.2M | 10.32% | +2,235+5.0% | Added |
| Crewe Advisors LLC | 48,517 | $26.0M | 2.91% | +69+0.1% | Added |
| Citadel Advisors LLC | 49,303 | $26.4M | 0.03% | −27,622−35.9% | Reduced |
| Passaic Partners LLC | 50,258 | $26.9M | 3.95% | +26,397+110.6% | Added |
| First Hawaiian Bank | 50,291 | $26.9M | 0.90% | +1,330+2.7% | Added |
| Citizens Financial Group Inc | 50,665 | $27.1M | 0.60% | +4,781+10.4% | Added |
| Cresset Asset Management, LLC | 51,007 | $27.4M | 0.12% | +14,568+40.0% | Added |
| Oldfather Financial Services, LLC | 52,028 | $27.8M | 11.42% | +127+0.2% | Added |
| Chicago Partners Investment Group LLC | 50,378 | $28.4M | 1.10% | +2,693+5.6% | Added |
| Clearstead Advisors, LLC | 53,676 | $28.7M | 0.49% | +625+1.2% | Added |
| Heritage Investors Management Corp | 53,957 | $28.9M | 1.01% | −639−1.2% | Reduced |
| Baird Financial Group, Inc. | 54,743 | $29.3M | 0.06% | −1,523−2.7% | Reduced |
| BlackRock Inc. | 56,045 | $30.0M | 0.00% | +20,310+56.8% | Added |
| Stifel Financial Corp | 56,409 | $30.2M | 0.03% | +4,378+8.4% | Added |
| Peapack Gladstone Financial Corp | 57,004 | $30.5M | 0.47% | −267−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 58,786 | $31.5M | 4.61% | −417−0.7% | Reduced |
| Massmutual Trust Co FSB | 60,074 | $32.1M | 0.98% | +1,886+3.2% | Added |
| Smith, Moore & Co. | 60,428 | $32.3M | 3.33% | +521+0.9% | Added |
| Divergent Planning, LLC | 61,926 | $33.0M | 13.15% | +1,868+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 61,690 | $33.1M | 0.50% | −160−0.3% | Reduced |
| Captrust Financial Advisors | 61,999 | $33.2M | 0.11% | −130−0.2% | Reduced |
| MetLife Investment Management | 62,700 | $33.5M | 0.20% | −10,700−14.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 63,618 | $34.0M | 5.23% | +63,618 | New |
| Pinnacle Associates Ltd | 64,629 | $34.6M | 0.54% | −268−0.4% | Reduced |
| Financial Counselors Inc | 65,886 | $35.3M | 0.57% | +1,103+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 66,036 | $35.3M | 0.98% | +770+1.2% | Added |
| Advisor Group Holdings, Inc. | 67,053 | $35.9M | 0.08% | +8,717+14.9% | Added |
| Blair William & Co | 68,429 | $36.6M | 0.11% | +1,661+2.5% | Added |
| Pittenger & Anderson Inc | 69,340 | $37.1M | 1.52% | +376+0.5% | Added |
| Envestnet Asset Management Inc | 70,453 | $37.7M | 0.01% | +5,105+7.8% | Added |
| Barclays PLC | 70,462 | $37.7M | 0.02% | +32,702+86.6% | Added |
| Portland Global Advisors LLC | 72,330 | $38.7M | 5.25% | −2,113−2.8% | Reduced |
| Henshaw Capital LLC | 75,050 | $40.2M | 1.81% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 76,178 | $40.8M | 3.01% | +76,178 | New |
| Cetera Investment Advisers | 76,990 | $41.2M | 0.09% | +13,471+21.2% | Added |
| Hyman Charles D | 77,241 | $41.3M | 2.30% | +504+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,602 | $43.7M | 0.10% | +44,327+118.9% | Added |
| Cercano Management LLC | 83,934 | $45.0M | 1.20% | +73,336+692.0% | Added |
| Sandy Spring Bank | 94,344 | $50.5M | 2.23% | −2,011−2.1% | Reduced |
| Cerity Partners LLC | 95,528 | $51.2M | 0.14% | +5,357+5.9% | Added |
| Washington Trust Co | 98,816 | $52.9M | 1.93% | −6,263−6.0% | Reduced |
| Susquehanna International Group, LLP | 98,865 | $52.9M | 0.09% | +48,888+97.8% | Added |
| SG Americas Securities, LLC | 99,448 | $53.2M | 0.34% | −2,355−2.3% | Reduced |
| Mariner, LLC | 102,280 | $54.7M | 0.11% | +1,154+1.1% | Added |
| Truist Financial Corp | 103,975 | $55.6M | 0.08% | +987+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 107,037 | $57.3M | 0.14% | +57,113+114.4% | Added |
| Commonwealth Equity Services, LLC | 108,302 | $58.0M | 0.09% | +7,127+7.0% | Added |
| Employees Retirement System of Texas | 108,500 | $58.1M | 0.54% | 00.0% | Unchanged |
| Montag A & Associates Inc | 109,077 | $58.6M | 2.96% | −1,282−1.2% | Reduced |
| Hills Bank & Trust Co | 121,386 | $65.0M | 5.26% | +222+0.2% | Added |
| Brown Advisory Inc | 122,276 | $65.4M | 0.09% | +7,616+6.6% | Added |
| FineMark National Bank & Trust | 125,231 | $67.0M | 2.47% | −1,415−1.1% | Reduced |
| Ameriprise Financial Inc | 125,670 | $67.2M | 0.02% | +34,824+38.3% | Added |
| USA Financial Portformulas Corp | 131,970 | $70.6M | 11.45% | +131,970 | New |
| Waddell & Associates, LLC | 136,396 | $73.0M | 9.60% | +1,529+1.1% | Added |
| Welch & Forbes LLC | 139,912 | $74.3M | 0.99% | −13,778−9.0% | Reduced |
| Whittier Trust Co | 139,504 | $74.6M | 1.06% | +360+0.3% | Added |
| LPL Financial LLC | 139,608 | $74.7M | 0.04% | +364+0.3% | Added |
| HighTower Advisors, LLC | 141,170 | $75.5M | 0.12% | −3,038−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 146,894 | $78.6M | 0.11% | +8,182+5.9% | Added |
| Strategic Financial Concepts, LLC | 237,663 | $80.7M | 0.29% | +237,092+41,522.2% | Added |
| Bank of New York Mellon Corp | 173,470 | $92.8M | 0.02% | −2,425−1.4% | Reduced |
| MAI Capital Management | 233,055 | $124.7M | 1.23% | +26,783+13.0% | Added |
| Conservest Capital Advisors, Inc. | 231,963 | $129.1M | 13.92% | −10,143−4.2% | Reduced |
| Arvest Trust Co N A | 244,564 | $130.9M | 7.78% | −12,875−5.0% | Reduced |
| CI Private Wealth, LLC | 259,509 | $138.9M | 0.24% | +2,404+0.9% | Added |
| Creative Planning | 259,522 | $138.9M | 0.15% | −5,951−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 266,552 | $142.6M | 0.15% | +26,178+10.9% | Added |
| Alliancebernstein L.P. | 291,710 | $156.1M | 0.05% | +1,845+0.6% | Added |
| JPMorgan Chase & Co | 321,106 | $171.8M | 0.01% | −50,572−13.6% | Reduced |
| Royal Bank of Canada | 338,531 | $181.1M | 0.04% | −446,326−56.9% | Reduced |
| Raymond James & Associates | 367,233 | $196.5M | 0.13% | +10,447+2.9% | Added |
| Goldman Sachs Group Inc | 487,235 | $260.7M | 0.05% | −85,677−15.0% | Reduced |
| Bank of Montreal | 504,716 | $269.7M | 0.14% | +17,125+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 533,690 | $285.6M | 0.28% | −55,029−9.3% | Reduced |
| UBS Group AG | 610,216 | $326.5M | 0.10% | −11,522−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 763,017 | $408.3M | 0.27% | −14,255−1.8% | Reduced |
| Pathstone Holdings, LLC | 925,886 | $495.4M | 2.24% | −24,374−2.6% | Reduced |
| US Bancorp | 1,052,245 | $563.0M | 0.77% | −16,767−1.6% | Reduced |
| Northern Trust Corp | 1,113,109 | $595.6M | 0.10% | −1,412−0.1% | Reduced |
| Morgan Stanley | 1,147,877 | $614.2M | 0.05% | −486,871−29.8% | Reduced |
| Wells Fargo & Company | 1,336,943 | $715.4M | 0.18% | −25,609−1.9% | Reduced |
| Bank of America Corp | 2,391,267 | $1.28B | 0.12% | −21,630−0.9% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,840−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,175−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −16,163−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,331−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −12,403−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −11,071−100.0% | Sold out |