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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,407 | $752.9K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,430 | $765.0K | 0.38% | 00.0% | Unchanged |
| Viawealth, LLC | 1,432 | $766.2K | 0.48% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,437 | $768.9K | 0.43% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,438 | $769.3K | 0.02% | +39+2.8% | Added |
| First Western Trust Bank | 1,442 | $771.6K | 0.04% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,440 | $773.4K | 0.24% | 00.0% | Unchanged |
| Petix & Botte Co | 1,450 | $775.9K | 0.22% | +630+76.8% | Added |
| Pettinga Financial Advisors, LLC | 1,451 | $776.4K | 0.19% | +33+2.3% | Added |
| Truepoint, Inc. | 1,454 | $778.0K | 0.02% | −418−22.3% | Reduced |
| Rothschild Capital Partners, LLC | 1,462 | $782.4K | 0.22% | +1,462 | New |
| Tennessee Valley Asset Management Partners | 1,465 | $783.8K | 0.15% | −4−0.3% | Reduced |
| Midland Wealth Advisors LLC | 1,466 | $784.4K | 0.05% | −206−12.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,470 | $786.6K | 0.06% | −99−6.3% | Reduced |
| Cornerstone Wealth Management, LLC | 1,474 | $788.6K | 0.06% | −39−2.6% | Reduced |
| General Partner, Inc. | 1,484 | $794.1K | 0.51% | 00.0% | Unchanged |
| Bell Bank | 1,485 | $794.6K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,486 | $795.1K | 0.02% | −82−5.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,502 | $803.5K | 0.13% | +556+58.8% | Added |
| Retirement Capital Strategies | 1,502 | $803.7K | 0.32% | 00.0% | Unchanged |
| Vista Investment Management | 1,512 | $809.0K | 0.33% | 00.0% | Unchanged |
| STAR Financial Bank | 1,515 | $810.6K | 0.62% | −470−23.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,519 | $812.6K | 0.01% | −18−1.2% | Reduced |
| Omega Financial Group, LLC | 1,521 | $813.8K | 0.33% | −10−0.7% | Reduced |
| Strategic Advisors LLC | 1,527 | $817.1K | 0.16% | +444+41.0% | Added |
| Andrews, Lucia Wealth Management LLC | 1,469 | $817.3K | 0.57% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,524 | $818.1K | 0.27% | +1,524 | New |
| American Money Management, LLC | 1,534 | $820.8K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,535 | $821.3K | 0.04% | −1,803−54.0% | Reduced |
| Tritonpoint Wealth, LLC | 1,530 | $821.7K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,537 | $822.3K | 0.14% | −11−0.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $822.4K | 1.25% | −15−1.0% | Reduced |
| Financial Services Advisory Inc | 1,542 | $825.1K | 0.23% | −1,352−46.7% | Reduced |
| VeraBank, N.A. | 1,545 | $826.7K | 0.26% | 00.0% | Unchanged |
| HM Payson & Co | 1,547 | $827.8K | 0.02% | −126−7.5% | Reduced |
| Long Road Investment Counsel, LLC | 1,555 | $832.0K | 0.36% | +550+54.7% | Added |
| Cascade Financial Partners, LLC | 1,555 | $832.0K | 0.11% | −43−2.7% | Reduced |
| RTD Financial Advisors, Inc. | 1,560 | $834.8K | 0.11% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,578 | $844.4K | 0.67% | +402+34.2% | Added |
| Halpern Financial, Inc. | 1,593 | $852.1K | 0.23% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,600 | $855.9K | 0.01% | +153+10.6% | Added |
| Orion Portfolio Solutions, LLC | 1,600 | $855.9K | 0.01% | +153+10.6% | Added |
| Howland Capital Management LLC | 1,597 | $857.7K | 0.04% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,604 | $858.3K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,608 | $860.5K | 0.05% | +600+59.5% | Added |
| Gator Capital Management, LLC | 1,616 | $864.7K | 0.44% | +9+0.6% | Added |
| Davies Financial Advisors, Inc. | 1,618 | $865.8K | 0.81% | +1,618 | New |
| Rockland Trust Co | 1,648 | $881.8K | 0.05% | −19−1.1% | Reduced |
| Quadrant Capital Group LLC | 1,651 | $883.4K | 0.07% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $885.6K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,661 | $888.6K | 0.09% | +190+12.9% | Added |
| Legacy Private Trust Co. | 1,666 | $891.4K | 0.06% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,667 | $892.0K | 0.45% | −196−10.5% | Reduced |
| Nemes Rush Group LLC | 1,682 | $900.0K | 0.12% | +5+0.3% | Added |
| Moors & Cabot, Inc. | 1,689 | $903.8K | 0.05% | −97−5.4% | Reduced |
| M. Kraus & Co | 1,700 | $909.6K | 0.28% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,709 | $914.4K | 0.45% | +145+9.3% | Added |
| Old North State Trust, LLC | 1,711 | $916.0K | 0.79% | 00.0% | Unchanged |
| Marion Wealth Management | 1,714 | $917.4K | 0.27% | +295+20.8% | Added |
| RPS Advisory Solutions LLC | 1,732 | $926.8K | 0.85% | +1,732 | New |
| Vista Wealth Management Group, LLC | 1,734 | $927.8K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,738 | $929.6K | 0.18% | +1+0.1% | Added |
| Lynch & Associates | 1,740 | $931.0K | 0.21% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,746 | $934.2K | 0.06% | +1,746 | New |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | +4+0.2% | Added |
| Hilltop Holdings Inc. | 1,760 | $941.7K | 0.11% | +160+10.0% | Added |
| Spectrum Wealth Counsel, LLC | 1,767 | $945.5K | 0.12% | −633−26.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,771 | $947.8K | 0.03% | −2−0.1% | Reduced |
| LCNB Corp | 1,790 | $957.8K | 0.36% | −140−7.3% | Reduced |
| BancorpSouth Bank | 1,795 | $960.5K | 0.07% | −35−1.9% | Reduced |
| Parsons Capital Management Inc | 1,797 | $961.5K | 0.07% | +7+0.4% | Added |
| Gen-Wealth Partners Inc | 1,802 | $964.2K | 0.47% | +172+10.6% | Added |
| Pine Valley Investments Ltd Liability Co | 1,806 | $968.8K | 0.07% | +1+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,822 | $971.2K | 0.18% | +1+0.1% | Added |
| FF Advisors,LLC | 1,840 | $984.5K | 0.69% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,843 | $986.2K | 0.37% | +64+3.6% | Added |
| Prosperity Planning, Inc. | 1,844 | $986.7K | 0.34% | −11−0.6% | Reduced |
| Sebold Capital Management, Inc. | 1,846 | $987.8K | 0.68% | −102−5.2% | Reduced |
| Summit Trail Advisors, LLC | 1,853 | $995.3K | 0.03% | −11−0.6% | Reduced |
| Choate Investment Advisors | 1,862 | $996.3K | 0.03% | −110−5.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,871 | $1.00M | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,875 | $1.00M | 0.12% | +955+103.8% | Added |
| Private Wealth Group, LLC | 1,887 | $1.01M | 0.53% | 00.0% | Unchanged |
| Sachetta, LLC | 1,798 | $1.01M | 0.44% | −245−12.0% | Reduced |
| Axxcess Wealth Management, LLC | 1,897 | $1.02M | 0.03% | −34−1.8% | Reduced |
| SFM, LLC | 1,897 | $1.02M | 0.76% | +31+1.7% | Added |
| Sovereign Financial Group, Inc. | 1,901 | $1.02M | 0.25% | −1,459−43.4% | Reduced |
| Tompkins Financial Corp | 1,904 | $1.02M | 0.11% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,019 | $1.02M | 0.74% | +337+20.0% | Added |
| United Bank | 1,925 | $1.03M | 0.13% | −203−9.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,927 | $1.03M | 0.04% | −32−1.6% | Reduced |
| ZRC Wealth Management, LLC | 1,934 | $1.03M | 0.49% | −2−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,935 | $1.04M | 0.20% | +1,935 | New |
| Maltin Wealth Management, Inc. | 1,938 | $1.04M | 0.56% | +3+0.2% | Added |
| Evanson Asset Management, LLC | 1,942 | $1.04M | 0.08% | +3+0.2% | Added |
| Glassman Wealth Services | 1,955 | $1.05M | 0.19% | −94−4.6% | Reduced |
| Forza Wealth Management, LLC | 1,960 | $1.05M | 0.54% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,962 | $1.05M | 0.40% | −170−8.0% | Reduced |
| Frisch Financial Group, Inc. | 1,983 | $1.06M | 0.32% | +4+0.2% | Added |
| Bill Few Associates, Inc. | 1,983 | $1.06M | 0.41% | 00.0% | Unchanged |