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 |
|---|---|---|---|---|---|
| 1st Source Bank | 36,007 | $19.3M | 1.13% | −359−1.0% | Reduced |
| M&T Bank Corp | 35,414 | $19.0M | 0.06% | −797−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 35,154 | $18.8M | 0.40% | −350−1.0% | Reduced |
| Steele Capital Management, Inc. | 34,372 | $18.5M | 1.03% | −1,532−4.3% | Reduced |
| Prio Wealth Limited Partnership | 33,661 | $18.0M | 0.54% | −2,073−5.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,401 | $17.9M | 0.18% | −854−2.5% | Reduced |
| GYL Financial Synergies, LLC | 32,999 | $17.7M | 1.36% | −95−0.3% | Reduced |
| Vestor Capital, LLC | 32,876 | $17.6M | 1.42% | +385+1.2% | Added |
| Bessemer Group Inc | 32,732 | $17.5M | 0.03% | −182−0.6% | Reduced |
| Tandem Wealth Advisors LLC | 32,711 | $17.5M | 9.38% | +328+1.0% | Added |
| Lido Advisors, LLC | 32,116 | $17.2M | 0.14% | +6,414+25.0% | Added |
| Camden Capital, LLC | 32,162 | $17.2M | 1.37% | −634−1.9% | Reduced |
| Huntington National Bank | – | $17.2M | 0.13% | – | – |
| Miracle Mile Advisors, LLC | 32,017 | $17.1M | 0.42% | −982−3.0% | Reduced |
| Trustmark National Bank Trust Department | 31,878 | $17.1M | 1.37% | −20.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,812 | $17.0M | 0.06% | +7,086+28.7% | Added |
| Wealth Alliance Advisory Group, LLC | 31,761 | $17.0M | 3.83% | −7,991−20.1% | Reduced |
| RMB Capital Management, LLC | 31,517 | $16.9M | 0.40% | −127−0.4% | Reduced |
| Curbstone Financial Management Corp | 30,436 | $16.3M | 3.54% | −36−0.1% | Reduced |
| Glenmede Trust Co NA | 30,432 | $16.3M | 0.08% | +8,538+39.0% | Added |
| EP Wealth Advisors, LLC | 30,236 | $16.2M | 0.17% | +1,887+6.7% | Added |
| Simmons Bank | 29,501 | $15.8M | 1.19% | +3,779+14.7% | Added |
| Atria Wealth Solutions, Inc. | 28,985 | $15.6M | 0.17% | +6,766+30.5% | Added |
| BW Gestao de Investimentos Ltda. | 28,645 | $15.3M | 2.02% | +28,645 | New |
| Hancock Whitney Corp | 28,336 | $15.2M | 0.51% | −650−2.2% | Reduced |
| Squarepoint Ops LLC | 27,537 | $14.7M | 0.05% | +27,537 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,901 | $14.4M | 3.07% | −17,956−40.0% | Reduced |
| D. E. Shaw & Co., Inc. | 26,819 | $14.4M | 0.02% | +26,819 | New |
| Commerce Bank | 26,624 | $14.2M | 0.09% | −109−0.4% | Reduced |
| FMR LLC | 26,305 | $14.1M | 0.00% | +1,345+5.4% | Added |
| Youngs Advisory Group, Inc. | 26,091 | $14.0M | 6.13% | +100.0% | Added |
| Wellspring Financial Advisors, LLC | 25,690 | $13.7M | 1.87% | −810−3.1% | Reduced |
| Clear Creek Financial Management, LLC | 25,619 | $13.7M | 1.66% | +24,722+2,756.1% | Added |
| Savant Capital, LLC | 25,230 | $13.5M | 0.14% | +9,070+56.1% | Added |
| Mesirow Financial Investment Management, Inc. | 24,662 | $13.2M | 0.30% | −520−2.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 24,649 | $13.2M | 4.41% | −75−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 24,319 | $13.0M | 0.41% | −767−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,263 | $13.0M | 0.14% | −276−1.1% | Reduced |
| MML Investors Services, LLC | 23,866 | $12.8M | 0.05% | −286−1.2% | Reduced |
| Caldwell Trust Co | 23,310 | $12.5M | 1.38% | −610−2.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,083 | $12.4M | 1.93% | 00.0% | Unchanged |
| MCF Advisors LLC | 23,035 | $12.3M | 0.93% | −281−1.2% | Reduced |
| SlateStone Wealth, LLC | 22,715 | $12.2M | 1.32% | −75−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 22,031 | $11.8M | 0.08% | +740+3.5% | Added |
| Mill Creek Capital Advisors, LLC | 21,231 | $11.4M | 0.29% | +8,105+61.7% | Added |
| Kestra Advisory Services, LLC | 21,109 | $11.3M | 0.06% | +5,183+32.5% | Added |
| First Heartland Consultants, Inc. | 20,956 | $11.2M | 1.11% | +20,400+3,669.1% | Added |
| Trifecta Capital Advisors, LLC | 20,828 | $11.1M | 2.47% | −100−0.5% | Reduced |
| Exchange Capital Management, Inc. | 20,769 | $11.1M | 1.81% | −1,076−4.9% | Reduced |
| CWM, LLC | 20,693 | $11.1M | 0.05% | +417+2.1% | Added |
| jvl associates llc | 19,912 | $10.7M | 4.27% | −80−0.4% | Reduced |
| First Financial Bank - Trust Division | 19,873 | $10.6M | 1.05% | −1,350−6.4% | Reduced |
| Country Club Bank | 19,802 | $10.6M | 0.73% | −2,143−9.8% | Reduced |
| Old National Bancorp | 19,679 | $10.5M | 0.25% | −90.0% | Reduced |
| Lutz Financial Services LLC | 19,572 | $10.5M | 0.91% | −25−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 19,216 | $10.3M | 0.34% | +19,216 | New |
| Bordeaux Wealth Advisors LLC | 19,184 | $10.3M | 1.96% | 00.0% | Unchanged |
| Callan Family Office, LLC | 19,118 | $10.2M | 1.96% | +7,479+64.3% | Added |
| Linscomb & Williams, Inc. | 19,112 | $10.2M | 0.53% | −673−3.4% | Reduced |
| Nixon Peabody Trust Co | 18,611 | $9.96M | 0.88% | −22,538−54.8% | Reduced |
| NBT Bank N A | 18,185 | $9.73M | 0.70% | −249−1.4% | Reduced |
| Shapiro Capital Management LLC | 18,100 | $9.68M | 0.29% | −21,150−53.9% | Reduced |
| Terry L. Blaker | 17,958 | $9.61M | 0.39% | −464−2.5% | Reduced |
| Central Bank & Trust Co | 17,899 | $9.58M | 1.33% | −1,589−8.2% | Reduced |
| Kingfisher Capital LLC | 17,832 | $9.54M | 2.23% | −149−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 17,722 | $9.48M | 2.44% | +258+1.5% | Added |
| Arvest Investments, Inc. | 17,714 | $9.48M | 1.52% | −166−0.9% | Reduced |
| Harbour Trust & Investment Management Co | 17,662 | $9.45M | 1.13% | −82−0.5% | Reduced |
| Fifth Third Securities, Inc. | 17,553 | $9.43M | 0.87% | −64−0.4% | Reduced |
| Mechanics Bank Trust Department | 17,215 | $9.21M | 1.32% | −241−1.4% | Reduced |
| Brown Brothers Harriman & Co | 17,212 | $9.21M | 0.07% | −2,979−14.8% | Reduced |
| Hummer Financial Advisory Services Inc | 17,138 | $9.20M | 7.95% | −315−1.8% | Reduced |
| Agf Management Ltd | 17,062 | $9.13M | 0.05% | −2,685−13.6% | Reduced |
| Legacy Advisors, LLC | 17,056 | $9.13M | 1.11% | −20−0.1% | Reduced |
| Evercore Wealth Management, LLC | 16,726 | $8.95M | 0.14% | −1,607−8.8% | Reduced |
| Howard Capital Management Inc. | 16,642 | $8.90M | 0.88% | +216+1.3% | Added |
| Madison Asset Management, LLC | 16,507 | $8.83M | 0.11% | +8,738+112.5% | Added |
| Boston Financial Mangement LLC | 16,382 | $8.77M | 0.28% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 16,289 | $8.72M | 0.54% | +6,157+60.8% | Added |
| Capstone Financial Advisors, Inc. | 16,216 | $8.68M | 0.57% | −13−0.1% | Reduced |
| Raymond James Trust N.A. | 16,104 | $8.62M | 0.20% | −39−0.2% | Reduced |
| GFS Advisors, LLC | 15,458 | $8.55M | 1.41% | −520−3.3% | Reduced |
| Tiaa Trust, National Association | 15,935 | $8.53M | 0.03% | −281−1.7% | Reduced |
| GTS Securities LLC | 15,816 | $8.46M | 0.18% | −784−4.7% | Reduced |
| Victory Financial Group, LLC | 15,799 | $8.45M | 3.96% | +1,510+10.6% | Added |
| KCM Investment Advisors LLC | 15,758 | $8.43M | 0.30% | −226−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 15,602 | $8.28M | 0.02% | −152−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 15,107 | $8.08M | 1.17% | +11,318+298.7% | Added |
| Grove Bank & Trust | 14,813 | $7.93M | 1.27% | −110−0.7% | Reduced |
| Means Investment Co., Inc. | 14,766 | $7.90M | 0.94% | −4,004−21.3% | Reduced |
| Granite FO LLC | 14,641 | $7.83M | 5.01% | −90−0.6% | Reduced |
| HSBC Holdings PLC | 14,459 | $7.74M | 0.00% | +6,574+83.4% | Added |
| Boston Family Office LLC | 14,416 | $7.71M | 0.56% | −1,695−10.5% | Reduced |
| Madison Park Capital Advisors, LLC | 14,396 | $7.70M | 6.44% | +2,622+22.3% | Added |
| Canopy Partners, LLC | 14,273 | $7.64M | 3.55% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,270 | $7.64M | 0.00% | +221+1.6% | Added |
| Legal & General Group Plc | 14,200 | $7.60M | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 14,189 | $7.59M | 0.87% | +132+0.9% | Added |
| Chesley Taft & Associates LLC | 14,126 | $7.56M | 0.38% | +446+3.3% | Added |
| Pacific Center for Financial Services | 14,115 | $7.55M | 2.12% | +35+0.2% | Added |