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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −5,984−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Soundmark Wealth Management, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| High Probability Advisors, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Texas Capital Bancshares Inc | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Brookmont Capital Management | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Eagle Ridge Investment Management | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| White Pine Investment CO | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Gimbal Financial | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Jacobs & Co | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Lowery Thomas, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Girard Partners Ltd. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Fox Hill Wealth Management | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Palisades Hudson Asset Management, L.P. | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −220,952−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Financial Advisory Group | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| Credit Suisse AG | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |
| Imprint Wealth LLC | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Objective Capital Management, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |