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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 434 | $229.5K | 0.08% | +434 | New |
| Hall Kathryn A. | 430 | $230.1K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $230.1K | 0.08% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 433 | $232.6K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 437 | $233.8K | 0.06% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 438 | $234.4K | 0.14% | 00.0% | Unchanged |
| Hoese & Co LLP | 430 | $234.9K | 0.20% | −60−12.2% | Reduced |
| South State Corp. | 440 | $235.4K | 0.02% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $236.0K | 0.05% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $237.0K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Group | 444 | $237.6K | 0.02% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $237.6K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 447 | $239.2K | 0.10% | −10−2.2% | Reduced |
| Financial Partners Group, Inc | 448 | $239.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $239.7K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $240.8K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $240.8K | 0.06% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $240.8K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 452 | $241.9K | 0.04% | +452 | New |
| Empower Advisory Group, LLC | 454 | $242.7K | 0.00% | +23+5.3% | Added |
| Patten & Patten Inc | 455 | $243.5K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $246.1K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $246.1K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $246.1K | 0.08% | +460 | New |
| First Pacific Financial | 463 | $247.9K | 0.06% | +1+0.2% | Added |
| Essex Savings Bank | 464 | $248.3K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 465 | $248.8K | 0.03% | −100−17.7% | Reduced |
| Bensler, LLC | 465 | $248.8K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 465 | $248.9K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 466 | $249.3K | 0.02% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $251.0K | 0.24% | 00.0% | Unchanged |
| Capital Advisors Inc | 470 | $251.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $254.0K | 0.04% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 476 | $254.9K | 0.18% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 475 | $255.1K | 0.29% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 477 | $255.5K | 0.01% | +109+29.6% | Added |
| Birch Hill Investment Advisors LLC | 478 | $255.8K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 478 | $256.0K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 480 | $256.8K | 0.02% | +480 | New |
| Signet Financial Management, LLC | 480 | $257.1K | 0.03% | −16−3.2% | Reduced |
| Shufro Rose & Co LLC | 481 | $257.4K | 0.02% | −130−21.3% | Reduced |
| Oppenheimer Asset Management Inc. | 482 | $257.9K | 0.00% | +482 | New |
| Avidian Wealth Solutions, LLC | 482 | $258.0K | 0.01% | +482 | New |
| Cypress Wealth Services, LLC | 485 | $259.5K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 485 | $259.5K | 0.03% | +485 | New |
| Burney Co | 490 | $262.2K | 0.01% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $263.8K | 0.04% | +493 | New |
| Morris Retirement Advisors, LLC | 494 | $264.3K | 0.15% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $264.9K | 0.14% | 00.0% | Unchanged |
| Cadinha & Co LLC | 496 | $265.4K | 0.05% | −150−23.2% | Reduced |
| Creative Financial Designs Inc | 497 | $265.9K | 0.02% | +96+23.9% | Added |
| Marcum Wealth, LLC | 497 | $265.9K | 0.03% | −36−6.8% | Reduced |
| Arete Wealth Advisors, LLC | 500 | $267.0K | 0.02% | +500 | New |
| Fusion Family Wealth LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $267.5K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 500 | $267.6K | 0.01% | +500 | New |
| Windsor Capital Management, LLC | 501 | $267.8K | 0.08% | +501 | New |
| Apexium Financial, LP | 501 | $268.1K | 0.02% | −105−17.3% | Reduced |
| Pachira Investments Inc. | 503 | $269.1K | 0.24% | −19,865−97.5% | Reduced |
| Delap Wealth Advisory, LLC | 503 | $269.1K | 0.12% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $271.8K | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 508 | $271.8K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 513 | $274.5K | 0.01% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $275.6K | 0.12% | 00.0% | Unchanged |
| JSF Financial, LLC | 516 | $276.2K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 498 | $276.8K | 0.00% | +184+58.6% | Added |
| SNS Financial Group, LLC | 518 | $278.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $278.2K | 0.08% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $278.3K | 0.18% | −11−2.1% | Reduced |
| Aprio Wealth Management, LLC | 521 | $278.8K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 521 | $278.8K | 0.03% | +140+36.7% | Added |
| Tarbox Family Office, Inc. | 522 | $279.3K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 523 | $279.8K | 0.13% | −9−1.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $279.8K | 0.06% | 00.0% | Unchanged |
| Asset Planning Corporation | 524 | $280.5K | 0.21% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 525 | $281.1K | 0.09% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $281.5K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 526 | $281.6K | 0.41% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 527 | $282.1K | 0.22% | +1+0.2% | Added |
| Wintrust Investments LLC | 530 | $284.0K | 0.02% | +1+0.2% | Added |
| Pure Financial Advisors, Inc. | 533 | $285.2K | 0.01% | +1+0.2% | Added |
| Congress Asset Management Co | 533 | $285.2K | 0.00% | +50+10.4% | Added |
| Evergreen Capital Management LLC | 532 | $286.0K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 535 | $286.3K | 0.06% | +535 | New |
| Per Stirling Capital Management, LLC. | 539 | $288.4K | 0.05% | −23−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 539 | $288.5K | 0.03% | −61−10.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 541 | $289.4K | 0.13% | +1+0.2% | Added |
| Wedmont Private Capital | 524 | $289.4K | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $290.0K | 0.00% | −5−0.9% | Reduced |
| Heritage Trust Co | 544 | $291.1K | 0.04% | +40+7.9% | Added |
| First Foundation Advisors | 544 | $291.1K | 0.01% | −155−22.2% | Reduced |
| American National Bank | 544 | $291.1K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 545 | $291.7K | 0.08% | −44−7.5% | Reduced |
| Resources Management Corp | 546 | $292.0K | 0.04% | 00.0% | Unchanged |
| HTLF Bank | 546 | $292.2K | 0.03% | +182+50.0% | Added |
| Clarius Group, LLC | 546 | $292.2K | 0.02% | +546 | New |
| Summit Asset Management, LLC | 548 | $293.2K | 0.06% | −30−5.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $294.3K | 0.12% | 00.0% | Unchanged |