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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 1,009 | $540.0K | 0.10% | +1+0.1% | Added |
| Wealth Advisory Solutions, LLC | 1,014 | $542.6K | 0.15% | −100−9.0% | Reduced |
| Fortress Wealth Group, LLC | 977 | $545.4K | 0.27% | −146−13.0% | Reduced |
| First National Trust Co | 1,023 | $547.4K | 0.02% | +66+6.9% | Added |
| Baxter Bros Inc | 1,023 | $547.4K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,034 | $547.6K | 0.03% | +2+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,024 | $547.9K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 1,027 | $549.4K | 0.01% | −18−1.7% | Reduced |
| D.A. Davidson & Co. | 1,031 | $552.1K | 0.00% | −3,518−77.3% | Reduced |
| GW&K Investment Management, LLC | 1,039 | $556.0K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,040 | $556.0K | 0.05% | +250+31.6% | Added |
| Institute for Wealth Management, LLC. | 1,039 | $556.1K | 0.07% | −346−25.0% | Reduced |
| Hill Investment Group Partners, LLC | 1,000 | $558.3K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,046 | $559.9K | 0.05% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,057 | $565.6K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,062 | $568.5K | 0.27% | +411+63.1% | Added |
| Miramar Capital, LLC | 1,070 | $572.5K | 0.14% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,077 | $576.0K | 0.10% | +208+23.9% | Added |
| HCR Wealth Advisors | 1,078 | $577.3K | 0.08% | +162+17.7% | Added |
| Legacy Trust | 1,096 | $586.4K | 0.15% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,096 | $586.5K | 0.30% | −193−15.0% | Reduced |
| SJA Financial Advisory, LLC | 1,099 | $588.2K | 0.43% | −6−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $588.6K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,102 | $589.6K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,108 | $592.6K | 0.02% | +44+4.1% | Added |
| Berger Financial Group, Inc | 1,115 | $596.7K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,132 | $597.0K | 0.03% | +6+0.5% | Added |
| Fagan Associates, Inc. | 1,116 | $597.1K | 0.10% | +190+20.5% | Added |
| Private Ocean, LLC | 1,119 | $598.9K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,125 | $602.0K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,127 | $602.9K | 0.00% | −510−31.2% | Reduced |
| New Hampshire Trust | 1,134 | $606.8K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,134 | $606.8K | 0.03% | +142+14.3% | Added |
| Rathbone Brothers plc | 1,140 | $610.0K | 0.00% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,140 | $610.0K | 0.36% | +20+1.8% | Added |
| German American Bancorp, Inc. | 1,142 | $611.4K | 0.07% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,146 | $613.2K | 0.26% | −522−31.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $613.2K | 0.04% | −32−2.7% | Reduced |
| Capital Investment Advisors, LLC | 1,148 | $614.2K | 0.01% | −9−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 1,147 | $614.3K | 0.29% | +5+0.4% | Added |
| Western Wealth Management, LLC | 1,152 | $616.4K | 0.05% | −8−0.7% | Reduced |
| WorthPointe, LLC | 1,158 | $619.8K | 0.28% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $620.7K | 0.16% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,176 | $629.3K | 0.19% | −1,019−46.4% | Reduced |
| Hohimer Wealth Management, LLC | 1,183 | $633.0K | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,184 | $633.6K | 0.12% | −11−0.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $637.3K | 0.06% | −55−4.4% | Reduced |
| L & S Advisors Inc | 1,196 | $640.0K | 0.07% | +18+1.5% | Added |
| Advisors Capital Management, LLC | 1,198 | $641.0K | 0.01% | +100+9.1% | Added |
| Trust Co of Vermont | 1,200 | $642.1K | 0.03% | −15−1.2% | Reduced |
| Independent Advisor Alliance | 1,200 | $642.1K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,202 | $643.2K | 0.16% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,205 | $644.8K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $652.3K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $654.0K | 0.03% | −13−1.1% | Reduced |
| Jennison Associates LLC | 1,223 | $654.7K | 0.00% | +557+83.6% | Added |
| Urban Financial Advisory Corp | 1,225 | $655.3K | 0.40% | +3+0.2% | Added |
| Kaydan Wealth Management, Inc. | 1,229 | $657.6K | 0.23% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,237 | $661.8K | 0.10% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,242 | $664.6K | 0.05% | +50+4.2% | Added |
| Nicollet Investment Management, Inc. | 1,245 | $666.0K | 0.25% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $668.0K | 1.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,251 | $669.4K | 0.04% | −25−2.0% | Reduced |
| Avalon Trust Co | 1,254 | $671.0K | 0.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,263 | $676.4K | 0.01% | +51+4.2% | Added |
| TCI Wealth Advisors, Inc. | 1,268 | $678.5K | 0.06% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,268 | $678.5K | 0.02% | +63+5.2% | Added |
| Park National Corp | 1,270 | $679.6K | 0.03% | −207−14.0% | Reduced |
| Sanders Morris Harris LLC | 1,275 | $682.2K | 0.11% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $682.2K | 0.19% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,279 | $684.4K | 0.69% | −15−1.2% | Reduced |
| One Capital Management, LLC | 1,280 | $684.9K | 0.02% | +565+79.0% | Added |
| SpiderRock Advisors, LLC | 1,280 | $684.9K | 0.02% | +1,280 | New |
| River Wealth Advisors LLC | 1,282 | $686.0K | 0.10% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,286 | $687.9K | 0.49% | +3+0.2% | Added |
| Ullmann Financial Group, Inc. | 1,288 | $689.0K | 0.10% | +1,288 | New |
| M3 Advisory Group, LLC | 1,292 | $691.4K | 0.57% | +95+7.9% | Added |
| WealthPLAN Partners, LLC | 1,296 | $693.5K | 0.07% | −43−3.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $694.8K | 0.63% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,307 | $699.1K | 0.03% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,312 | $702.0K | 0.53% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,319 | $705.8K | 0.01% | −20−1.5% | Reduced |
| Harmony Asset Management LLC | 1,329 | $711.1K | 0.30% | −200−13.1% | Reduced |
| Venture Visionary Partners LLC | 1,333 | $713.3K | 0.03% | +1,333 | New |
| CIBC World Markets Inc. | 1,336 | $715.0K | 0.00% | −12−0.9% | Reduced |
| Scientech Research LLC | 1,338 | $715.9K | 0.15% | +1,338 | New |
| Arkadios Wealth Advisors | 1,349 | $721.8K | 0.05% | −306−18.5% | Reduced |
| Zacks Investment Management | 1,350 | $722.4K | 0.01% | +744+122.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,358 | $726.6K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,362 | $728.6K | 0.18% | +2+0.1% | Added |
| Fca Corp | 1,380 | $738.4K | 0.24% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,385 | $740.9K | 0.41% | +1+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $741.6K | 0.17% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,389 | $743.2K | 0.11% | −28−2.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,387 | $745.0K | 0.17% | 00.0% | Unchanged |
| Leisure Capital Management | 1,393 | $745.4K | 0.35% | +3+0.2% | Added |
| Lam Group, Inc. | 1,400 | $749.1K | 0.63% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,401 | $749.7K | 0.38% | +2+0.1% | Added |
| Greystone Financial Group, LLC | 1,404 | $751.1K | 0.15% | +863+159.5% | Added |
| Jane Street Group, LLC | 1,405 | $751.8K | 0.00% | +579+70.1% | Added |