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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 151 | $80.6K | 0.01% | +1+0.7% | Added |
| M&R Capital Management Inc | 160 | $85.6K | 0.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 166 | $89.2K | 0.01% | +166 | New |
| Horizons Wealth Management | 164 | $90.3K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $91.0K | 0.01% | −19−10.1% | Reduced |
| Costello Asset Management, INC | 172 | $92.0K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $94.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 178 | $95.5K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 180 | $96.3K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 182 | $97.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $99.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 192 | $102.7K | 0.02% | −16−7.7% | Reduced |
| Northwest Bank & Trust Co | 195 | $104.3K | 0.09% | 00.0% | Unchanged |
| TD Capital Management LLC | 197 | $105.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $105.9K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $106.5K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $106.5K | 0.00% | −10−4.8% | Reduced |
| Blue Chip Partners, Inc. | 200 | $107.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 201 | $107.6K | 0.02% | +113+128.4% | Added |
| Indiana Trust & Investment Management CO | 202 | $108.1K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 204 | $115.6K | 0.01% | −22−9.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 216 | $116.0K | 0.06% | +159+278.9% | Added |
| PrairieView Partners, LLC | 225 | $120.0K | 0.01% | +225 | New |
| Monetary Management Group Inc | 230 | $123.1K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 232 | $124.1K | 0.01% | +50+27.5% | Added |
| GAMMA Investing LLC | 233 | $124.7K | 0.02% | +233 | New |
| CNB Bank | 235 | $125.7K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 241 | $129.2K | 0.00% | +78+47.9% | Added |
| Eagle Bay Advisors LLC | 250 | $133.8K | 0.08% | +240+2,400.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 250 | $134.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $134.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $137.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 259 | $138.7K | 0.03% | −13−4.8% | Reduced |
| SJS Investment Consulting Inc. | 262 | $140.2K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 265 | $142.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 265 | $142.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 273 | $146.1K | 0.03% | +44+19.2% | Added |
| Wetzel Investment Advisors, Inc. | 271 | $150.8K | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 300 | $160.5K | 0.03% | +300 | New |
| Laurel Wealth Advisors LLC | 305 | $163.2K | 0.03% | −50−14.1% | Reduced |
| Fairman Group, LLC | 304 | $163.4K | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 317 | $169.6K | 0.01% | −1,345−80.9% | Reduced |
| Operose Advisors LLC | 329 | $176.0K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 330 | $176.4K | 0.02% | +1+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 332 | $177.6K | 0.04% | −135−28.9% | Reduced |
| Tyler-Stone Wealth Management | 344 | $184.1K | 0.08% | +9+2.7% | Added |
| Pingora Partners LLC | 350 | $187.3K | 0.13% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $187.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $190.0K | 0.02% | −94−20.9% | Reduced |
| Bangor Savings Bank | 358 | $191.6K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 362 | $194.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $196.4K | 0.01% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 376 | $201.2K | 0.09% | +376 | New |
| Keel Point, LLC | 373 | $201.5K | 0.02% | +373 | New |
| One Charles Private Wealth Services, LLC | 377 | $201.7K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 377 | $201.7K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 379 | $202.9K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $203.3K | 0.09% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 383 | $204.9K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $205.8K | 0.05% | −434−100.0% | Reduced |
| Private Capital Management, LLC | 385 | $206.0K | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 385 | $206.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 386 | $206.4K | 0.04% | +1+0.3% | Added |
| Atwood & Palmer Inc | 392 | $209.5K | 0.02% | −71−15.3% | Reduced |
| Wambolt & Associates, LLC | 400 | $211.9K | 0.06% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 397 | $212.4K | 0.08% | +24+6.4% | Added |
| Green Harvest Asset Management LLC | 398 | $213.0K | 0.00% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 400 | $214.0K | 0.01% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $214.0K | 0.08% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 400 | $214.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $214.0K | 0.12% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $214.0K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $214.0K | 0.16% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $214.0K | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 401 | $214.3K | 0.08% | +1+0.3% | Added |
| Grassi Investment Management | 401 | $215.0K | 0.02% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $216.2K | 0.20% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 405 | $216.9K | 0.03% | −15−3.6% | Reduced |
| Aull & Monroe Investment Management Corp | 406 | $217.2K | 0.11% | 00.0% | Unchanged |
| Cynosure Management, LLC | 408 | $218.3K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 409 | $218.8K | 0.09% | −51−11.1% | Reduced |
| Trust Co | 411 | $219.9K | 0.03% | −98−19.3% | Reduced |
| Geneos Wealth Management Inc. | 411 | $220.1K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $221.0K | 0.00% | – | – |
| Root Financial Partners, LLC | 413 | $221.0K | 0.05% | +8+2.0% | Added |
| Lane & Associates LLC | 415 | $222.1K | 0.13% | +5+1.2% | Added |
| Measured Wealth Private Client Group, LLC | 417 | $223.1K | 0.08% | −71−14.5% | Reduced |
| Camden National Bank | 418 | $223.7K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 418 | $223.7K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 418 | $223.7K | 0.09% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 420 | $224.7K | 0.03% | 00.0% | Unchanged |
| Napatree Capital LLC | 420 | $224.7K | 0.18% | +420 | New |
| Brown Miller Wealth Management, LLC | 422 | $225.8K | 0.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 424 | $226.9K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 425 | $227.4K | 0.02% | −107−20.1% | Reduced |
| First Nebraska Trust Co | 425 | $227.4K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $227.5K | 0.04% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 426 | $227.9K | 0.12% | +19+4.7% | Added |
| Founders Financial Alliance, LLC | 427 | $228.4K | 0.07% | +427 | New |
| Vantage Financial Partners, LLC | 428 | $229.1K | 0.06% | +19+4.6% | Added |