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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 3,014 | $1.61M | 0.00% | −495−14.1% | Reduced |
| AlTi Global, Inc. | 3,004 | $1.61M | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,064 | $1.64M | 0.03% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,066 | $1.64M | 1.01% | +10.0% | Added |
| Darrow Company, Inc. | 3,129 | $1.67M | 1.09% | +10.0% | Added |
| Cyndeo Wealth Partners, LLC | 3,147 | $1.68M | 0.13% | −15−0.5% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.69M | 0.61% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,167 | $1.69M | 0.11% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,169 | $1.70M | 0.34% | +263+9.1% | Added |
| Oxford Financial Group Ltd | 3,192 | $1.71M | 0.11% | −127−3.8% | Reduced |
| Bank of Nova Scotia | 3,204 | $1.71M | 0.00% | +3,204 | New |
| OneAscent Financial Services LLC | 3,214 | $1.72M | 0.24% | +2,127+195.7% | Added |
| Regions Financial Corp | 3,216 | $1.72M | 0.01% | −154−4.6% | Reduced |
| Aspiriant, LLC | 3,229 | $1.73M | 0.07% | +158+5.1% | Added |
| Freestone Capital Holdings, LLC | 3,251 | $1.74M | 0.06% | −153−4.5% | Reduced |
| Compass Wealth Management LLC | 3,321 | $1.78M | 0.44% | −20−0.6% | Reduced |
| Farrow Financial Inc. | 3,352 | $1.79M | 1.22% | +28+0.8% | Added |
| Scotia Capital Inc. | 3,366 | $1.80M | 0.01% | +210+6.7% | Added |
| GenTrust, LLC | 3,354 | $1.80M | 0.10% | +37+1.1% | Added |
| Tiemann Investment Advisors, LLC | 3,372 | $1.80M | 0.80% | −15−0.4% | Reduced |
| Gridiron Partners, LLC | 3,373 | $1.80M | 1.15% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.81M | 0.31% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,378 | $1.81M | 0.34% | −6−0.2% | Reduced |
| Centaurus Financial, Inc. | 3,381 | $1.81M | 0.12% | +2,116+167.3% | Added |
| Tower Research Capital LLC (TRC) | 3,381 | $1.81M | 0.03% | +3,381 | New |
| Meridian Investment Counsel Inc. | 3,393 | $1.82M | 0.57% | −29−0.8% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.82M | 0.33% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,419 | $1.83M | 0.31% | −50−1.4% | Reduced |
| Embree Financial Group | 3,438 | $1.84M | 0.35% | −97−2.7% | Reduced |
| International Assets Investment Management, LLC | 3,482 | $1.86M | 0.18% | −100−2.8% | Reduced |
| Integrated Advisors Network LLC | 3,489 | $1.87M | 0.10% | +69+2.0% | Added |
| TSFG, LLC | 3,499 | $1.87M | 0.44% | −30−0.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.88M | 0.50% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,557 | $1.90M | 0.74% | +47+1.3% | Added |
| Northern Oak Wealth Management Inc | 3,586 | $1.92M | 0.23% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,587 | $1.92M | 1.39% | −50−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 3,616 | $1.93M | 0.04% | +560+18.3% | Added |
| Fifth Third Wealth Advisors LLC | 3,633 | $1.94M | 0.15% | +2,040+128.1% | Added |
| EWG Elevate Inc. | 3,639 | $1.95M | 0.71% | +3,639 | New |
| Beacon Bridge Wealth Partners, LLC | 3,643 | $1.95M | 0.89% | +281+8.4% | Added |
| Quantum Private Wealth, LLC | 3,655 | $1.96M | 0.69% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,691 | $1.97M | 0.19% | −180−4.6% | Reduced |
| Old Second National Bank of Aurora | 3,735 | $2.00M | 0.51% | −229−5.8% | Reduced |
| All Terrain Financial Advisors, LLC | 3,765 | $2.01M | 0.85% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,767 | $2.02M | 0.08% | −338−8.2% | Reduced |
| Focus Financial Network, Inc. | 3,623 | $2.03M | 0.09% | +10.0% | Added |
| Private Trust Co NA | 3,814 | $2.04M | 0.22% | −1,102−22.4% | Reduced |
| Lowe Wealth Advisors, LLC | 3,819 | $2.04M | 0.93% | −50−1.3% | Reduced |
| TD Private Client Wealth LLC | 3,824 | $2.05M | 0.06% | −90−2.3% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.05M | 0.08% | −3−0.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,840 | $2.06M | 0.52% | −71−1.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.06M | 1.58% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,857 | $2.07M | 1.27% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,876 | $2.07M | 0.08% | +559+16.9% | Added |
| Cambridge Advisors Inc. | 3,879 | $2.08M | 0.48% | −150−3.7% | Reduced |
| Crescent Sterling, Ltd. | 3,897 | $2.09M | 2.00% | +140+3.7% | Added |
| Capital Investment Advisory Services, LLC | 3,960 | $2.12M | 0.22% | +1,338+51.0% | Added |
| Soltis Investment Advisors LLC | 3,963 | $2.12M | 0.22% | −11−0.3% | Reduced |
| David Loasby | 3,977 | $2.12M | 0.20% | +6+0.2% | Added |
| Horizon Family Wealth, Inc. | 4,008 | $2.14M | 1.63% | +10.0% | Added |
| CoreCap Advisors, LLC | 4,026 | $2.15M | 0.22% | +3,318+468.6% | Added |
| Revolve Wealth Partners, LLC | 4,033 | $2.16M | 0.36% | 00.0% | Unchanged |
| Umb Bank N A | 4,085 | $2.19M | 0.04% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 4,118 | $2.20M | 1.77% | −1,682−29.0% | Reduced |
| Transatlantique Private Wealth LLC | 4,129 | $2.21M | 0.90% | −5−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,140 | $2.22M | 0.05% | +25+0.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.22M | 0.63% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,186 | $2.24M | 0.74% | +185+4.6% | Added |
| Lake Street Advisors Group, LLC | 4,196 | $2.25M | 0.11% | +300+7.7% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.25M | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,254 | $2.25M | 0.02% | +343+8.8% | Added |
| Price T Rowe Associates Inc | 4,248 | $2.27M | 0.00% | +2,528+147.0% | Added |
| ZWJ Investment Counsel Inc | 4,283 | $2.29M | 0.10% | +81+1.9% | Added |
| Baron Financial Group, LLC | 4,304 | $2.30M | 1.46% | −109−2.5% | Reduced |
| Coastline Trust Co | 4,359 | $2.33M | 0.27% | −145−3.2% | Reduced |
| Veracity Capital LLC | 4,359 | $2.33M | 0.97% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,422 | $2.37M | 0.14% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,464 | $2.39M | 7.26% | −55−1.2% | Reduced |
| Element Wealth, LLC | 4,486 | $2.40M | 1.35% | +146+3.4% | Added |
| Adviser Investments LLC | 4,486 | $2.40M | 0.03% | −835−15.7% | Reduced |
| Davidson Trust Co | 4,495 | $2.41M | 1.66% | 00.0% | Unchanged |
| Graypoint LLC | 4,496 | $2.41M | 0.17% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.41M | 0.61% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,320 | $2.41M | 0.33% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,612 | $2.42M | 0.27% | −1,566−25.3% | Reduced |
| Tower View Investment Management & Research LLC | 4,553 | $2.44M | 1.40% | +158+3.6% | Added |
| West Paces Advisors Inc. | 4,560 | $2.44M | 0.64% | −20.0% | Reduced |
| Meridian Wealth Management, LLC | 4,580 | $2.45M | 0.29% | +4,580 | New |
| Hoylecohen, LLC | 4,587 | $2.45M | 0.19% | −8−0.2% | Reduced |
| InTrack Investment Management Inc | 4,609 | $2.47M | 1.75% | +664+16.8% | Added |
| Courier Capital LLC | 4,632 | $2.48M | 0.20% | −200−4.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,662 | $2.49M | 1.07% | +64+1.4% | Added |
| Precedent Wealth Partners, LLC | 4,691 | $2.51M | 1.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,692 | $2.51M | 0.04% | −3−0.1% | Reduced |
| Naples Global Advisors, LLC | 4,675 | $2.51M | 0.25% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 4,721 | $2.53M | 0.44% | +10.0% | Added |
| Moneta Group Investment Advisors LLC | 4,775 | $2.55M | 0.04% | +65+1.4% | Added |
| Sterling Investment Advisors, Ltd. | 4,851 | $2.60M | 0.70% | −163−3.3% | Reduced |
| Asset Management Group, Inc. | 4,864 | $2.60M | 0.48% | +19+0.4% | Added |
| Money Concepts Capital Corp | 4,871 | $2.61M | 0.22% | −167−3.3% | Reduced |