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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 773 | $415.2K | 0.02% | −1,445−65.1% | Reduced |
| Ayrshire Capital Management LLC | 780 | $417.4K | 0.21% | −10−1.3% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $417.4K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $417.4K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $417.9K | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 781 | $417.9K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 783 | $418.9K | 0.01% | −74−8.6% | Reduced |
| D. Scott Neal, Inc. | 780 | $418.9K | 0.23% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 784 | $419.5K | 0.06% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 785 | $420.0K | 0.32% | +116+17.3% | Added |
| River Street Advisors LLC | 787 | $421.1K | 0.26% | +425+117.4% | Added |
| Orleans Capital Management Corp | 791 | $423.2K | 0.27% | +791 | New |
| Leo Wealth, LLC | 793 | $424.3K | 0.04% | −75−8.6% | Reduced |
| WSFS Capital Management, LLC | 794 | $424.9K | 0.02% | −40−4.8% | Reduced |
| REDW Wealth LLC | 796 | $426.1K | 0.11% | +2+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 797 | $426.5K | 0.04% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $427.0K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $427.0K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $427.5K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $428.0K | 0.06% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $428.1K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $428.1K | 0.02% | 00.0% | Unchanged |
| WP Advisors, LLC | 812 | $434.7K | 0.14% | −103−11.3% | Reduced |
| Foundations Investment Advisors, LLC | 813 | $435.0K | 0.01% | +41+5.3% | Added |
| Objectivity Squared, LLC | 766 | $435.9K | 0.33% | +1+0.1% | Added |
| Milestone Asset Management, LLC | 816 | $436.6K | 0.11% | +443+118.8% | Added |
| Seascape Capital Management | 818 | $438.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $438.0K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 825 | $441.2K | 0.04% | +12+1.5% | Added |
| Platform Technology Partners | 825 | $441.4K | 0.15% | +825 | New |
| Sigma Investment Counselors Inc | 834 | $446.3K | 0.03% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $447.5K | 0.21% | 00.0% | Unchanged |
| Eagle Strategies LLC | 839 | $449.1K | 0.09% | +839 | New |
| NewEdge Wealth, LLC | 839 | $449.1K | 0.01% | +129+18.2% | Added |
| WBH Advisory Inc | 845 | $452.1K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 845 | $452.1K | 0.20% | −10−1.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $453.2K | 0.20% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 850 | $454.6K | 0.03% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 850 | $454.7K | 0.04% | +1+0.1% | Added |
| Level Four Advisory Services, LLC | 851 | $455.3K | 0.02% | +145+20.5% | Added |
| Fiera Capital Corp | 853 | $456.4K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 857 | $458.6K | 0.04% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 857 | $458.6K | 0.23% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 863 | $461.8K | 0.01% | +5+0.6% | Added |
| TFG Advisers LLC | 864 | $462.3K | 0.18% | +36+4.3% | Added |
| Eagle Global Advisors LLC | 869 | $465.0K | 0.02% | +64+8.0% | Added |
| Verdence Capital Advisors LLC | 871 | $466.1K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $467.0K | 0.19% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 873 | $467.1K | 0.00% | +711+438.9% | Added |
| Bogart Wealth, LLC | 873 | $467.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 834 | $467.5K | 0.01% | +105+14.4% | Added |
| Lowe Brockenbrough & Co Inc | 872 | $468.3K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 878 | $469.8K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 878 | $470.0K | 0.02% | −50−5.4% | Reduced |
| Seeds Investor LLC | 881 | $471.4K | 0.24% | +881 | New |
| Gladstone Institutional Advisory LLC | 884 | $473.0K | 0.02% | 00.0% | Unchanged |
| Creekside Partners | 886 | $474.3K | 0.26% | +886 | New |
| Neumann Capital Management, LLC | 900 | $481.6K | 0.17% | −240−21.1% | Reduced |
| Vertex Planning Partners, LLC | 900 | $481.7K | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 905 | $484.2K | 0.11% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $485.2K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 907 | $485.3K | 0.27% | +907 | New |
| Fiduciary Alliance LLC | 914 | $486.1K | 0.08% | +32+3.6% | Added |
| Connors Investor Services Inc | 915 | $489.6K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 917 | $490.7K | 0.05% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 918 | $491.2K | 0.15% | +918 | New |
| O'Shaughnessy Asset Management, LLC | 919 | $491.7K | 0.01% | −108−10.5% | Reduced |
| Trillium Asset Management, LLC | 920 | $492.0K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 922 | $493.3K | 0.02% | −52−5.3% | Reduced |
| Bayesian Capital Management, LP | 924 | $494.4K | 0.06% | +924 | New |
| Glenview Trust Co | 925 | $494.9K | 0.01% | −20−2.1% | Reduced |
| FCG Investment Co | 925 | $494.9K | 0.38% | +200+27.6% | Added |
| Gratus Capital LLC | 929 | $496.9K | 0.02% | −1−0.1% | Reduced |
| Capital Group Private Client Services, Inc. | 929 | $497.1K | 0.00% | +130+16.3% | Added |
| Arrowroot Family Office, LLC | 935 | $500.3K | 0.32% | −79−7.8% | Reduced |
| Canal Capital Management, LLC | 938 | $501.9K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 940 | $503.0K | 0.09% | −51−5.1% | Reduced |
| Great Lakes Advisors, LLC | 940 | $503.2K | 0.00% | +171+22.2% | Added |
| Bryn Mawr Trust Co | 941 | $503.5K | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 902 | $505.6K | 0.10% | +6+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 950 | $508.3K | 0.02% | +55+6.1% | Added |
| WealthShield Partners, LLC | 950 | $510.2K | 0.08% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $515.8K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 969 | $518.5K | 0.02% | +180+22.8% | Added |
| M Holdings Securities, Inc. | 973 | $520.0K | 0.07% | +973 | New |
| BSW Wealth Partners | 979 | $523.8K | 0.09% | 00.0% | Unchanged |
| Appleton Partners Inc | 982 | $525.0K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 985 | $527.1K | 0.01% | +985 | New |
| Certified Advisory Corp | 991 | $530.2K | 0.07% | −17−1.7% | Reduced |
| Tanager Wealth Management LLP | 988 | $530.6K | 0.08% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 992 | $531.0K | 0.22% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $531.9K | 0.44% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 996 | $532.9K | 0.05% | −228−18.6% | Reduced |
| 3EDGE Asset Management, LP | 997 | $533.5K | 0.04% | −310−23.7% | Reduced |
| Ghe, LLC | 1,000 | $535.0K | 0.21% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $535.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,002 | $536.2K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,003 | $536.2K | 0.81% | +211+26.6% | Added |
| JNBA Financial Advisors | 1,004 | $537.3K | 0.06% | −33−3.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,007 | $539.1K | 0.03% | −80−7.4% | Reduced |