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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 422 | $225.8K | 0.09% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 420 | $224.7K | 0.03% | 00.0% | Unchanged |
| Napatree Capital LLC | 420 | $224.7K | 0.18% | +420 | New |
| Camden National Bank | 418 | $223.7K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 418 | $223.7K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 418 | $223.7K | 0.09% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 417 | $223.1K | 0.08% | −71−14.5% | Reduced |
| Lane & Associates LLC | 415 | $222.1K | 0.13% | +5+1.2% | Added |
| King Luther Capital Management Corp | – | $221.0K | 0.00% | – | – |
| Root Financial Partners, LLC | 413 | $221.0K | 0.05% | +8+2.0% | Added |
| Geneos Wealth Management Inc. | 411 | $220.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 411 | $219.9K | 0.03% | −98−19.3% | Reduced |
| Mystic Asset Management, Inc. | 409 | $218.8K | 0.09% | −51−11.1% | Reduced |
| Cynosure Management, LLC | 408 | $218.3K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 406 | $217.2K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 405 | $216.9K | 0.03% | −15−3.6% | Reduced |
| Alexander Randolph Advisory, Inc. | 404 | $216.2K | 0.20% | 00.0% | Unchanged |
| Grassi Investment Management | 401 | $215.0K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 401 | $214.3K | 0.08% | +1+0.3% | Added |
| Pictet & Cie (Europe) SA | 400 | $214.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $214.0K | 0.12% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $214.0K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $214.0K | 0.16% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $214.0K | 0.10% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 400 | $214.0K | 0.01% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $214.0K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 398 | $213.0K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 397 | $212.4K | 0.08% | +24+6.4% | Added |
| Wambolt & Associates, LLC | 400 | $211.9K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 392 | $209.5K | 0.02% | −71−15.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 386 | $206.4K | 0.04% | +1+0.3% | Added |
| Private Capital Management, LLC | 385 | $206.0K | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 385 | $206.0K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $205.8K | 0.05% | −434−100.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 383 | $204.9K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $203.3K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 379 | $202.9K | 0.02% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $201.7K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 377 | $201.7K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 373 | $201.5K | 0.02% | +373 | New |
| Fortem Financial Group, LLC | 376 | $201.2K | 0.09% | +376 | New |
| Asset Dedication, LLC | 367 | $196.4K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 362 | $194.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 358 | $191.6K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $190.0K | 0.02% | −94−20.9% | Reduced |
| Blackhill Capital Inc | 351 | $187.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 350 | $187.3K | 0.13% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 344 | $184.1K | 0.08% | +9+2.7% | Added |
| Blue Bell Private Wealth Management, LLC | 332 | $177.6K | 0.04% | −135−28.9% | Reduced |
| Silicon Valley Capital Partners | 330 | $176.4K | 0.02% | +1+0.3% | Added |
| Operose Advisors LLC | 329 | $176.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 317 | $169.6K | 0.01% | −1,345−80.9% | Reduced |
| Fairman Group, LLC | 304 | $163.4K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 305 | $163.2K | 0.03% | −50−14.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 300 | $160.5K | 0.03% | +300 | New |
| Wetzel Investment Advisors, Inc. | 271 | $150.8K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 273 | $146.1K | 0.03% | +44+19.2% | Added |
| Proequities, Inc. | 265 | $142.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 265 | $142.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 262 | $140.2K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 259 | $138.7K | 0.03% | −13−4.8% | Reduced |
| Archer Investment Corp | 256 | $137.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $134.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 250 | $134.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 250 | $133.8K | 0.08% | +240+2,400.0% | Added |
| Assetmark, Inc | 241 | $129.2K | 0.00% | +78+47.9% | Added |
| CNB Bank | 235 | $125.7K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 233 | $124.7K | 0.02% | +233 | New |
| LRI Investments, LLC | 232 | $124.1K | 0.01% | +50+27.5% | Added |
| Monetary Management Group Inc | 230 | $123.1K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 225 | $120.0K | 0.01% | +225 | New |
| Hazlett, Burt & Watson, Inc. | 216 | $116.0K | 0.06% | +159+278.9% | Added |
| Icon Wealth Advisors, LLC | 204 | $115.6K | 0.01% | −22−9.7% | Reduced |
| Indiana Trust & Investment Management CO | 202 | $108.1K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 201 | $107.6K | 0.02% | +113+128.4% | Added |
| Blue Chip Partners, Inc. | 200 | $107.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $106.5K | 0.00% | −10−4.8% | Reduced |
| PFG Private Wealth Management, LLC | 199 | $106.5K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $105.9K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 197 | $105.5K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 195 | $104.3K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 192 | $102.7K | 0.02% | −16−7.7% | Reduced |
| Godsey & Gibb Associates | 185 | $99.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 182 | $97.0K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 180 | $96.3K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 178 | $95.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $94.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $92.0K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $91.0K | 0.01% | −19−10.1% | Reduced |
| Horizons Wealth Management | 164 | $90.3K | 0.07% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 166 | $89.2K | 0.01% | +166 | New |
| M&R Capital Management Inc | 160 | $85.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 151 | $80.6K | 0.01% | +1+0.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $80.3K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 136 | $72.8K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 135 | $72.2K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $71.8K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 130 | $69.6K | 0.03% | −70−35.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 125 | $67.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $66.9K | 0.01% | 00.0% | Unchanged |