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 |
|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 1,984 | $1.06M | 0.07% | +4+0.2% | Added |
| NCM Capital Management, LLC | 1,988 | $1.06M | 0.56% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,005 | $1.07M | 0.02% | −96−4.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,007 | $1.07M | 0.26% | −15−0.7% | Reduced |
| SOL Capital Management CO | 2,013 | $1.08M | 0.13% | −32−1.6% | Reduced |
| Altfest L J & Co Inc | 2,028 | $1.08M | 0.15% | −400−16.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $1.09M | 0.09% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,034 | $1.09M | 0.09% | +155+8.2% | Added |
| Peterson Wealth Management | 2,035 | $1.09M | 0.67% | −153−7.0% | Reduced |
| Peak Planning Group, LLC | 2,037 | $1.09M | 0.54% | +394+24.0% | Added |
| Brighton Jones LLC | 2,047 | $1.10M | 0.04% | +417+25.6% | Added |
| Braun Stacey Associates Inc | 2,066 | $1.11M | 0.04% | −241−10.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,067 | $1.11M | 0.40% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2,019 | $1.11M | 0.45% | 00.0% | Unchanged |
| Bank of Hawaii | 2,087 | $1.12M | 0.05% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,099 | $1.12M | 0.86% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,099 | $1.12M | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,101 | $1.12M | 0.05% | +71+3.5% | Added |
| Gryphon Financial Partners LLC | 2,104 | $1.13M | 0.17% | −7−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,114 | $1.13M | 0.03% | −44−2.0% | Reduced |
| Walden Wealth Partners LLC | 2,122 | $1.14M | 0.63% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,161 | $1.15M | 0.29% | +79+3.8% | Added |
| 9258 Wealth Management, LLC | 2,154 | $1.15M | 0.18% | −77−3.5% | Reduced |
| Pacific Financial Group Inc | 2,165 | $1.16M | 0.82% | −10−0.5% | Reduced |
| Financial Partners Group, LLC | 2,167 | $1.16M | 0.45% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,173 | $1.16M | 0.06% | −7−0.3% | Reduced |
| Zions Bancorporation, N.A. | 2,201 | $1.18M | 0.09% | −382−14.8% | Reduced |
| LM Advisors LLC | 2,206 | $1.18M | 0.00% | +21+1.0% | Added |
| Lyell Wealth Management, LP | 2,208 | $1.18M | 0.11% | −92−4.0% | Reduced |
| Warner Financial, Inc | 2,220 | $1.19M | 0.58% | +37+1.7% | Added |
| Zhang Financial LLC | 2,224 | $1.19M | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.20M | 0.08% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 535 | $1.20M | 0.34% | −661−55.3% | Reduced |
| Howe & Rusling Inc | 2,242 | $1.20M | 0.11% | −36−1.6% | Reduced |
| Change Path, LLC | 2,251 | $1.21M | 0.06% | −417−15.6% | Reduced |
| Sentinus, LLC | 2,258 | $1.21M | 0.39% | −19−0.8% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.21M | 0.46% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,275 | $1.22M | 0.12% | +6+0.3% | Added |
| Fidelis Capital Partners, LLC | 2,328 | $1.22M | 0.17% | −67−2.8% | Reduced |
| Wedbush Securities Inc | 2,296 | $1.23M | 0.04% | +36+1.6% | Added |
| Dynamic Advisor Solutions LLC | 2,300 | $1.23M | 0.04% | +263+12.9% | Added |
| BKD Wealth Advisors, LLC | 2,304 | $1.23M | 0.03% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,309 | $1.24M | 0.08% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,355 | $1.26M | 0.25% | −228−8.8% | Reduced |
| Cubist Systematic Strategies, LLC | 2,360 | $1.26M | 0.02% | +2,360 | New |
| Fiducient Advisors LLC | 2,386 | $1.28M | 0.18% | +2,386 | New |
| Simplicity Wealth,LLC | 2,388 | $1.28M | 0.03% | −11−0.5% | Reduced |
| Montecito Bank & Trust | 2,402 | $1.29M | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.29M | 0.13% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,395 | $1.29M | 0.04% | +96+4.2% | Added |
| GM Advisory Group, Inc. | 2,410 | $1.29M | 0.08% | −627−20.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,419 | $1.29M | 0.05% | −10−0.4% | Reduced |
| Emprise Bank | 2,428 | $1.30M | 0.80% | −241−9.0% | Reduced |
| CIC Wealth, LLC | 2,434 | $1.30M | 0.36% | −5−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,439 | $1.31M | 0.26% | −134−5.2% | Reduced |
| Trexquant Investment LP | 2,444 | $1.31M | 0.02% | +451+22.6% | Added |
| Middleton & Co Inc | 2,451 | $1.31M | 0.15% | −10−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,356 | $1.33M | 0.09% | −579−19.7% | Reduced |
| CX Institutional | 2,493 | $1.33M | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 2,499 | $1.34M | 0.05% | +84+3.5% | Added |
| ARK & TLK Investments, LLC | 2,500 | $1.34M | 0.50% | 00.0% | Unchanged |
| Triumph Capital Management | 2,494 | $1.34M | 0.52% | +137+5.8% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.34M | 0.51% | +2,500 | New |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.35M | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,524 | $1.35M | 0.02% | +1,527+153.2% | Added |
| Horizon Investments, LLC | 2,526 | $1.35M | 0.04% | −42−1.6% | Reduced |
| Baker Avenue Asset Management, LP | 2,528 | $1.35M | 0.05% | +120+5.0% | Added |
| Beaumont Financial Advisors, LLC | 2,542 | $1.36M | 0.11% | −21−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 2,559 | $1.37M | 0.05% | +198+8.4% | Added |
| NorthCrest Asset Manangement, LLC | 2,563 | $1.37M | 0.05% | +42+1.7% | Added |
| Founders Financial Securities LLC | 2,573 | $1.38M | 0.13% | −17−0.7% | Reduced |
| Valmark Advisers, Inc. | 2,585 | $1.38M | 0.02% | +678+35.6% | Added |
| TCTC Holdings, LLC | 2,597 | $1.39M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.39M | 0.16% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,608 | $1.40M | 0.04% | −456−14.9% | Reduced |
| Disciplined Investments, LLC | 2,621 | $1.40M | 0.75% | −44−1.7% | Reduced |
| Manchester Capital Management LLC | 2,628 | $1.41M | 0.17% | −300−10.2% | Reduced |
| High Falls Advisors, Inc | 2,638 | $1.41M | 0.34% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,639 | $1.41M | 0.08% | −87−3.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,658 | $1.42M | 0.74% | −100−3.6% | Reduced |
| Wunderlich Capital Managemnt | 2,670 | $1.43M | 0.64% | −119−4.3% | Reduced |
| Saxony Capital Management, LLC | 2,677 | $1.43M | 1.57% | +2,677 | New |
| Thrivent Financial for Lutherans | 2,719 | $1.46M | 0.00% | +376+16.0% | Added |
| GEM Asset Management, LLC | 2,724 | $1.46M | 0.91% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,728 | $1.46M | 0.02% | +55+2.1% | Added |
| Edge Financial Advisors LLC | 2,736 | $1.46M | 1.52% | −10.0% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.47M | 0.51% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 2,759 | $1.48M | 0.53% | +490+21.6% | Added |
| Advus Financial Partners, LLC | 2,769 | $1.48M | 0.45% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.48M | 0.15% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,801 | $1.50M | 0.41% | −296−9.6% | Reduced |
| Essex Financial Services, Inc. | 2,819 | $1.51M | 0.11% | +235+9.1% | Added |
| Providence First Trust Co | 2,831 | $1.51M | 0.68% | 00.0% | Unchanged |
| XML Financial, LLC | 2,859 | $1.53M | 0.15% | −60−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 2,860 | $1.53M | 0.02% | +2,860 | New |
| Neuberger Berman Group LLC | 2,884 | $1.54M | 0.00% | −295−9.3% | Reduced |
| Garden State Investment Advisory Services LLC | 2,903 | $1.56M | 0.54% | +1,262+76.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.58M | 0.41% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,972 | $1.59M | 0.38% | −325−9.9% | Reduced |
| Coyle Financial Counsel LLC | 2,872 | $1.60M | 0.57% | 00.0% | Unchanged |