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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 752 | $402.4K | 0.00% | +752 | New |
| Colonial Trust Co | 748 | $400.4K | 0.07% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $400.2K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 748 | $400.2K | 0.22% | +748 | New |
| Clark Capital Management Group, Inc. | 747 | $399.7K | 0.00% | −40−5.1% | Reduced |
| Octavia Wealth Advisors, LLC | 744 | $399.6K | 0.05% | +4+0.5% | Added |
| Howard Capital Management Group, LLC | 745 | $398.6K | 0.03% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 743 | $397.6K | 0.11% | −9−1.2% | Reduced |
| StoneX Group Inc. | 740 | $397.4K | 0.03% | +7+1.0% | Added |
| John W. Brooker & Co., CPAs | 732 | $391.8K | 0.20% | 00.0% | Unchanged |
| Napa Wealth Management | 730 | $390.6K | 0.26% | −20−2.7% | Reduced |
| US Financial Advisors, LLC | 725 | $387.9K | 0.13% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 723 | $386.9K | 0.20% | −32−4.2% | Reduced |
| Brookstone Capital Management | 687 | $385.2K | 0.01% | −135−16.4% | Reduced |
| Atomi Financial Group, Inc. | 713 | $381.3K | 0.03% | +126+21.5% | Added |
| Ledyard National Bank | 709 | $379.4K | 0.04% | −141−16.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 707 | $378.3K | 0.21% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $377.8K | 0.21% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $377.2K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $375.1K | 0.25% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $375.0K | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 700 | $374.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 703 | $373.5K | 0.08% | +1+0.1% | Added |
| Carret Asset Management, LLC | 695 | $371.9K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 691 | $371.3K | 0.24% | +691 | New |
| Arcadia Investment Management Corp | 692 | $370.3K | 0.06% | +350+102.3% | Added |
| JDM Financial Group LLC | 689 | $368.7K | 0.25% | 00.0% | Unchanged |
| Charter Trust Co | 685 | $366.5K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 682 | $364.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $361.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $360.4K | 0.19% | −10−1.5% | Reduced |
| Patton Albertson Miller Group, LLC | 668 | $357.4K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 663 | $355.0K | 0.03% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 661 | $353.7K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $351.5K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $351.0K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $350.5K | 0.01% | −43−6.2% | Reduced |
| First Financial Bankshares Inc | 654 | $349.9K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $347.8K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $347.3K | 0.13% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $345.1K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 644 | $344.6K | 0.00% | +147+29.6% | Added |
| Guidance Point Advisors, LLC | 643 | $343.8K | 0.11% | +4+0.6% | Added |
| PFG Investments, LLC | 639 | $341.8K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 638 | $341.3K | 0.01% | +72+12.7% | Added |
| Anchor Capital Advisors LLC | 635 | $339.8K | 0.01% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $337.8K | 0.16% | 00.0% | Unchanged |
| Members Wealth LLC | 583 | $337.5K | 0.23% | +583 | New |
| Flagship Private Wealth, LLC | 629 | $336.8K | 0.20% | −38−5.7% | Reduced |
| Rise Advisors, LLC | 628 | $336.1K | 0.18% | −6−0.9% | Reduced |
| CRA Financial Services, LLC | 624 | $333.9K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 623 | $333.4K | 0.10% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 622 | $332.8K | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 620 | $331.7K | 0.01% | −37−5.6% | Reduced |
| Cortland Associates Inc | 615 | $329.0K | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 612 | $328.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 613 | $328.0K | 0.23% | −5−0.8% | Reduced |
| United Community Bank | 612 | $327.5K | 0.13% | −70−10.3% | Reduced |
| Principal Securities, Inc. | 612 | $327.3K | 0.01% | +28+4.8% | Added |
| IHT Wealth Management, LLC | 605 | $323.7K | 0.01% | −21−3.4% | Reduced |
| Shaker Investments LLC | 603 | $322.6K | 0.14% | +1+0.2% | Added |
| Lakeview Capital Partners, LLC | 577 | $321.3K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 600 | $321.0K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $321.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $321.0K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 592 | $316.8K | 0.01% | −50−7.8% | Reduced |
| Novare Capital Management LLC | 591 | $316.2K | 0.03% | −70−10.6% | Reduced |
| Well Done, LLC | 590 | $315.7K | 0.07% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 590 | $315.5K | 0.27% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 589 | $315.0K | 0.02% | 00.0% | Unchanged |
| Berkeley, Inc | 586 | $313.6K | 0.19% | −100−14.6% | Reduced |
| AlphaStar Capital Management, LLC | 581 | $310.9K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $310.5K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 576 | $309.6K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 576 | $308.2K | 0.02% | −12−2.0% | Reduced |
| Heritage Investment Group, Inc. | 575 | $308.0K | 0.06% | 00.0% | Unchanged |
| Etfidea, LLC | 575 | $307.7K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $306.9K | 0.07% | 00.0% | Unchanged |
| Apeiron RIA LLC | 573 | $306.6K | 0.09% | +108+23.2% | Added |
| XTX Topco Ltd | 572 | $306.1K | 0.03% | +572 | New |
| Dividend Assets Capital, LLC | 571 | $305.5K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 570 | $305.0K | 0.16% | −12−2.1% | Reduced |
| Investment Partners, Ltd. | 568 | $303.9K | 0.14% | 00.0% | Unchanged |
| Everpar Advisors LLC | 568 | $303.9K | 0.15% | +568 | New |
| Clarus Wealth Advisors | 565 | $301.9K | 0.16% | −178−24.0% | Reduced |
| Schechter Investment Advisors, LLC | 564 | $301.8K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $300.7K | 0.05% | −30−5.1% | Reduced |
| High Net Worth Advisory Group LLC | 562 | $300.7K | 0.09% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $300.2K | 0.12% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $299.6K | 0.02% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 558 | $298.6K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $297.1K | 0.03% | −400−41.9% | Reduced |
| Waypoint Capital Advisors, LLC | 553 | $295.9K | 0.07% | −40−6.7% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $294.3K | 0.12% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 548 | $293.2K | 0.06% | −30−5.2% | Reduced |
| HTLF Bank | 546 | $292.2K | 0.03% | +182+50.0% | Added |
| Clarius Group, LLC | 546 | $292.2K | 0.02% | +546 | New |
| Resources Management Corp | 546 | $292.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 545 | $291.7K | 0.08% | −44−7.5% | Reduced |
| First Foundation Advisors | 544 | $291.1K | 0.01% | −155−22.2% | Reduced |