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 |
|---|---|---|---|---|---|
| American National Bank | 544 | $291.1K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 544 | $291.1K | 0.04% | +40+7.9% | Added |
| TD Asset Management Inc | 542 | $290.0K | 0.00% | −5−0.9% | Reduced |
| Wedmont Private Capital | 524 | $289.4K | 0.02% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 541 | $289.4K | 0.13% | +1+0.2% | Added |
| Guardian Wealth Advisors, LLC | 539 | $288.5K | 0.03% | −61−10.2% | Reduced |
| Per Stirling Capital Management, LLC. | 539 | $288.4K | 0.05% | −23−4.1% | Reduced |
| Thrive Wealth Management, LLC | 535 | $286.3K | 0.06% | +535 | New |
| Evergreen Capital Management LLC | 532 | $286.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 533 | $285.2K | 0.01% | +1+0.2% | Added |
| Congress Asset Management Co | 533 | $285.2K | 0.00% | +50+10.4% | Added |
| Wintrust Investments LLC | 530 | $284.0K | 0.02% | +1+0.2% | Added |
| Lewis Asset Management, LLC | 527 | $282.1K | 0.22% | +1+0.2% | Added |
| Heritage Wealth Partners, LLC | 526 | $281.6K | 0.41% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $281.5K | 0.07% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 525 | $281.1K | 0.09% | 00.0% | Unchanged |
| Asset Planning Corporation | 524 | $280.5K | 0.21% | 00.0% | Unchanged |
| Mendel Money Management | 523 | $279.8K | 0.13% | −9−1.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $279.8K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $279.3K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $278.8K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 521 | $278.8K | 0.03% | +140+36.7% | Added |
| Granite Harbor Advisors, Inc. | 520 | $278.3K | 0.18% | −11−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 520 | $278.2K | 0.08% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 518 | $278.2K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 498 | $276.8K | 0.00% | +184+58.6% | Added |
| JSF Financial, LLC | 516 | $276.2K | 0.08% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $275.6K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 513 | $274.5K | 0.01% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $271.8K | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 508 | $271.8K | 0.10% | 00.0% | Unchanged |
| Pachira Investments Inc. | 503 | $269.1K | 0.24% | −19,865−97.5% | Reduced |
| Delap Wealth Advisory, LLC | 503 | $269.1K | 0.12% | 00.0% | Unchanged |
| Apexium Financial, LP | 501 | $268.1K | 0.02% | −105−17.3% | Reduced |
| Windsor Capital Management, LLC | 501 | $267.8K | 0.08% | +501 | New |
| TCG Advisory Services, LLC | 500 | $267.6K | 0.01% | +500 | New |
| Fusion Family Wealth LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $267.5K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $267.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 500 | $267.0K | 0.02% | +500 | New |
| Marcum Wealth, LLC | 497 | $265.9K | 0.03% | −36−6.8% | Reduced |
| Creative Financial Designs Inc | 497 | $265.9K | 0.02% | +96+23.9% | Added |
| Cadinha & Co LLC | 496 | $265.4K | 0.05% | −150−23.2% | Reduced |
| Maryland Capital Advisors Inc. | 495 | $264.9K | 0.14% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $264.3K | 0.15% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $263.8K | 0.04% | +493 | New |
| Burney Co | 490 | $262.2K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $259.5K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 485 | $259.5K | 0.03% | +485 | New |
| Avidian Wealth Solutions, LLC | 482 | $258.0K | 0.01% | +482 | New |
| Oppenheimer Asset Management Inc. | 482 | $257.9K | 0.00% | +482 | New |
| Shufro Rose & Co LLC | 481 | $257.4K | 0.02% | −130−21.3% | Reduced |
| Signet Financial Management, LLC | 480 | $257.1K | 0.03% | −16−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 480 | $256.8K | 0.02% | +480 | New |
| Ellis Investment Partners, LLC | 478 | $256.0K | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 478 | $255.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 477 | $255.5K | 0.01% | +109+29.6% | Added |
| Guild Investment Management, Inc. | 475 | $255.1K | 0.29% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 476 | $254.9K | 0.18% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $254.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 470 | $251.5K | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $251.0K | 0.24% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 466 | $249.3K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 465 | $248.9K | 0.08% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 465 | $248.8K | 0.03% | −100−17.7% | Reduced |
| Bensler, LLC | 465 | $248.8K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 464 | $248.3K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 463 | $247.9K | 0.06% | +1+0.2% | Added |
| Investment Advisory Services Inc | 460 | $246.1K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $246.1K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $246.1K | 0.08% | +460 | New |
| Patten & Patten Inc | 455 | $243.5K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 454 | $242.7K | 0.00% | +23+5.3% | Added |
| Inscription Capital, LLC | 452 | $241.9K | 0.04% | +452 | New |
| Gateway Wealth Partners, LLC | 450 | $240.8K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $240.8K | 0.06% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $240.8K | 0.11% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $239.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $239.7K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 447 | $239.2K | 0.10% | −10−2.2% | Reduced |
| Retirement Planning Group | 444 | $237.6K | 0.02% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $237.6K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $237.0K | 0.21% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $236.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 440 | $235.4K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 430 | $234.9K | 0.20% | −60−12.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 438 | $234.4K | 0.14% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 437 | $233.8K | 0.06% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 433 | $232.6K | 0.03% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $230.1K | 0.08% | 00.0% | Unchanged |
| Hall Kathryn A. | 430 | $230.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 434 | $229.5K | 0.08% | +434 | New |
| Vantage Financial Partners, LLC | 428 | $229.1K | 0.06% | +19+4.6% | Added |
| Founders Financial Alliance, LLC | 427 | $228.4K | 0.07% | +427 | New |
| Madden Advisory Services, Inc. | 426 | $227.9K | 0.12% | +19+4.7% | Added |
| Symphony Financial, Ltd. Co. | 426 | $227.5K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 425 | $227.4K | 0.02% | −107−20.1% | Reduced |
| First Nebraska Trust Co | 425 | $227.4K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 424 | $226.9K | 0.05% | 00.0% | Unchanged |