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 |
|---|---|---|---|---|---|
| Waypoint Capital Advisors, LLC | 553 | $295.9K | 0.07% | −40−6.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $297.1K | 0.03% | −400−41.9% | Reduced |
| CapWealth Advisors, LLC | 558 | $298.6K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $299.6K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $300.2K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $300.7K | 0.05% | −30−5.1% | Reduced |
| High Net Worth Advisory Group LLC | 562 | $300.7K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 564 | $301.8K | 0.02% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 565 | $301.9K | 0.16% | −178−24.0% | Reduced |
| Investment Partners, Ltd. | 568 | $303.9K | 0.14% | 00.0% | Unchanged |
| Everpar Advisors LLC | 568 | $303.9K | 0.15% | +568 | New |
| Paragon Capital Management LLC | 570 | $305.0K | 0.16% | −12−2.1% | Reduced |
| Dividend Assets Capital, LLC | 571 | $305.5K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 572 | $306.1K | 0.03% | +572 | New |
| Apeiron RIA LLC | 573 | $306.6K | 0.09% | +108+23.2% | Added |
| Legacy Financial Strategies, LLC | 576 | $306.9K | 0.07% | 00.0% | Unchanged |
| Etfidea, LLC | 575 | $307.7K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $308.0K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 576 | $308.2K | 0.02% | −12−2.0% | Reduced |
| Merriman Wealth Management, LLC | 576 | $309.6K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $310.5K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 581 | $310.9K | 0.03% | 00.0% | Unchanged |
| Berkeley, Inc | 586 | $313.6K | 0.19% | −100−14.6% | Reduced |
| Visionary Wealth Advisors | 589 | $315.0K | 0.02% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 590 | $315.5K | 0.27% | 00.0% | Unchanged |
| Well Done, LLC | 590 | $315.7K | 0.07% | 00.0% | Unchanged |
| Novare Capital Management LLC | 591 | $316.2K | 0.03% | −70−10.6% | Reduced |
| Aptus Capital Advisors, LLC | 592 | $316.8K | 0.01% | −50−7.8% | Reduced |
| Sym Financial Corp | 600 | $321.0K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $321.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $321.0K | 0.12% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 577 | $321.3K | 0.05% | 00.0% | Unchanged |
| Shaker Investments LLC | 603 | $322.6K | 0.14% | +1+0.2% | Added |
| IHT Wealth Management, LLC | 605 | $323.7K | 0.01% | −21−3.4% | Reduced |
| Principal Securities, Inc. | 612 | $327.3K | 0.01% | +28+4.8% | Added |
| United Community Bank | 612 | $327.5K | 0.13% | −70−10.3% | Reduced |
| Spotlight Asset Group, Inc. | 613 | $328.0K | 0.23% | −5−0.8% | Reduced |
| Sapient Capital LLC | 612 | $328.7K | 0.01% | 00.0% | Unchanged |
| Cortland Associates Inc | 615 | $329.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 620 | $331.7K | 0.01% | −37−5.6% | Reduced |
| Thompson Davis & Co., Inc. | 622 | $332.8K | 0.29% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 623 | $333.4K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 624 | $333.9K | 0.07% | 00.0% | Unchanged |
| Rise Advisors, LLC | 628 | $336.1K | 0.18% | −6−0.9% | Reduced |
| Flagship Private Wealth, LLC | 629 | $336.8K | 0.20% | −38−5.7% | Reduced |
| Members Wealth LLC | 583 | $337.5K | 0.23% | +583 | New |
| CM Wealth Advisors LLC | 629 | $337.8K | 0.16% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 635 | $339.8K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 638 | $341.3K | 0.01% | +72+12.7% | Added |
| PFG Investments, LLC | 639 | $341.8K | 0.02% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 643 | $343.8K | 0.11% | +4+0.6% | Added |
| QRG Capital Management, Inc. | 644 | $344.6K | 0.00% | +147+29.6% | Added |
| Boston Trust Walden Corp | 645 | $345.1K | 0.00% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $347.3K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $347.8K | 0.16% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $349.9K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $350.5K | 0.01% | −43−6.2% | Reduced |
| Clearwater Capital Advisors, LLC | 656 | $351.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $351.5K | 0.05% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 661 | $353.7K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 663 | $355.0K | 0.03% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 668 | $357.4K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $360.4K | 0.19% | −10−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 675 | $361.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 682 | $364.9K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 685 | $366.5K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $368.7K | 0.25% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 692 | $370.3K | 0.06% | +350+102.3% | Added |
| Sunpointe, LLC | 691 | $371.3K | 0.24% | +691 | New |
| Carret Asset Management, LLC | 695 | $371.9K | 0.04% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 703 | $373.5K | 0.08% | +1+0.1% | Added |
| North Star Asset Management Inc | 700 | $374.6K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $375.0K | 0.04% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $375.1K | 0.25% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $377.2K | 0.16% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $377.8K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 707 | $378.3K | 0.21% | 00.0% | Unchanged |
| Ledyard National Bank | 709 | $379.4K | 0.04% | −141−16.6% | Reduced |
| Atomi Financial Group, Inc. | 713 | $381.3K | 0.03% | +126+21.5% | Added |
| Brookstone Capital Management | 687 | $385.2K | 0.01% | −135−16.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 723 | $386.9K | 0.20% | −32−4.2% | Reduced |
| US Financial Advisors, LLC | 725 | $387.9K | 0.13% | 00.0% | Unchanged |
| Napa Wealth Management | 730 | $390.6K | 0.26% | −20−2.7% | Reduced |
| John W. Brooker & Co., CPAs | 732 | $391.8K | 0.20% | 00.0% | Unchanged |
| StoneX Group Inc. | 740 | $397.4K | 0.03% | +7+1.0% | Added |
| Pioneer Trust Bank N A | 743 | $397.6K | 0.11% | −9−1.2% | Reduced |
| Howard Capital Management Group, LLC | 745 | $398.6K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 744 | $399.6K | 0.05% | +4+0.5% | Added |
| Clark Capital Management Group, Inc. | 747 | $399.7K | 0.00% | −40−5.1% | Reduced |
| Rodgers Brothers Inc. | 748 | $400.2K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 748 | $400.2K | 0.22% | +748 | New |
| Colonial Trust Co | 748 | $400.4K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 752 | $402.4K | 0.00% | +752 | New |
| Valeo Financial Advisors, LLC | 755 | $404.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 727 | $404.5K | 0.01% | 00.0% | Unchanged |
| McCarthy & Cox | 758 | $405.3K | 0.16% | +1+0.1% | Added |
| Beach Investment Counsel Inc | 770 | $412.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 773 | $413.6K | 0.05% | +108+16.2% | Added |
| Lifeworks Advisors, LLC | 775 | $414.7K | 0.12% | −39−4.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 772 | $414.9K | 0.17% | +17+2.3% | Added |