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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 14,082 | $7.54M | 4.89% | +108+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,873 | $7.45M | 3.91% | +72+0.5% | Added |
| Smith Anglin Financial, LLC | 13,816 | $7.39M | 0.75% | +36+0.3% | Added |
| AMG National Trust Bank | 13,766 | $7.37M | 0.20% | +5,310+62.8% | Added |
| Csenge Advisory Group | 13,727 | $7.35M | 0.42% | +457+3.4% | Added |
| Unionview, LLC | 13,694 | $7.33M | 5.98% | −75−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 13,680 | $7.32M | 2.09% | −250−1.8% | Reduced |
| Busey Wealth Management | 13,589 | $7.27M | 0.25% | −34−0.2% | Reduced |
| Colorado Capital Management, Inc. | 13,156 | $7.04M | 3.96% | −41−0.3% | Reduced |
| AE Wealth Management LLC | 13,128 | $7.02M | 0.07% | +11,826+908.3% | Added |
| Private Advisor Group, LLC | 13,007 | $6.96M | 0.05% | +114+0.9% | Added |
| Meridian Wealth Advisors, LLC | 12,793 | $6.85M | 1.22% | −113−0.9% | Reduced |
| Staley Capital Advisers Inc | 12,702 | $6.80M | 0.31% | +435+3.5% | Added |
| Mercer Global Advisors Inc | 17,003 | $6.70M | 0.02% | +4,698+38.2% | Added |
| Sand Hill Global Advisors, LLC | 12,283 | $6.57M | 0.30% | +468+4.0% | Added |
| Dakota Wealth Management | 12,204 | $6.53M | 0.15% | −34−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $6.45M | 0.22% | −1,000−7.7% | Reduced |
| Community Bank, N.A. | 11,957 | $6.40M | 0.84% | −288−2.4% | Reduced |
| Goelzer Investment Management, Inc. | 11,936 | $6.39M | 0.36% | −526−4.2% | Reduced |
| Synovus Financial Corp | 11,810 | $6.32M | 0.08% | +20.0% | Added |
| Scarborough Advisors, LLC | 11,777 | $6.30M | 2.59% | −579−4.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,773 | $6.30M | 0.08% | −1,029−8.0% | Reduced |
| Wealthspire Advisors, LLC | 11,680 | $6.25M | 0.08% | −643−5.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,497 | $6.15M | 0.05% | −1,145−9.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,487 | $6.15M | 0.63% | +50.0% | Added |
| Palisade Asset Management, LLC | 11,462 | $6.13M | 0.63% | −1,100−8.8% | Reduced |
| TKG Advisors, LLC | 11,315 | $6.05M | 3.29% | +10+0.1% | Added |
| TownSquare Capital, LLC | 11,268 | $6.03M | 0.08% | +9,989+781.0% | Added |
| Yousif Capital Management, LLC | 11,229 | $6.01M | 0.07% | −6,473−36.6% | Reduced |
| Balboa Wealth Partners | 11,145 | $5.96M | 1.57% | +2,034+22.3% | Added |
| Pegasus Partners Ltd. | 11,125 | $5.95M | 0.60% | −241−2.1% | Reduced |
| Dohj, LLC | 11,087 | $5.93M | 1.48% | +10,437+1,605.7% | Added |
| Latigo Investments, LLC | 10,962 | $5.87M | 3.00% | 00.0% | Unchanged |
| Hanover Advisors Inc | 10,960 | $5.86M | 2.61% | −1,732−13.6% | Reduced |
| Adirondack Trust Co | 10,915 | $5.84M | 2.38% | −184−1.7% | Reduced |
| Diversified Portfolios, Inc. | 10,909 | $5.84M | 0.77% | −79−0.7% | Reduced |
| First Horizon Advisors, Inc. | 10,886 | $5.82M | 0.18% | +959+9.7% | Added |
| Retirement Income Solutions, Inc | 10,785 | $5.77M | 1.39% | −592−5.2% | Reduced |
| Norden Group LLC | 10,691 | $5.72M | 1.16% | +9,960+1,362.5% | Added |
| Colony Group, LLC | 10,536 | $5.64M | 0.02% | +3,085+41.4% | Added |
| Oppenheimer & Co Inc | 10,449 | $5.59M | 0.09% | +3,559+51.7% | Added |
| Gries Financial LLC | 10,230 | $5.47M | 1.13% | −14−0.1% | Reduced |
| Leavell Investment Management, Inc. | 10,190 | $5.47M | 0.30% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,103 | $5.41M | 0.10% | +285+2.9% | Added |
| Firestone Capital Management | 10,084 | $5.40M | 1.47% | −127−1.2% | Reduced |
| Peak Asset Management, LLC | 10,047 | $5.38M | 1.05% | −362−3.5% | Reduced |
| RBF Capital, LLC | 10,000 | $5.35M | 0.31% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 9,985 | $5.34M | 0.74% | −10−0.1% | Reduced |
| Bank of New Hampshire | 9,961 | $5.33M | 1.39% | −10.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 9,941 | $5.32M | 1.32% | +1,190+13.6% | Added |
| Inspire Trust Co, N.A. | 9,922 | $5.31M | 1.75% | +1,900+23.7% | Added |
| Mayflower Financial Advisors, LLC | 9,882 | $5.29M | 0.87% | −123−1.2% | Reduced |
| Bokf, NA | 9,821 | $5.26M | 0.09% | −172−1.7% | Reduced |
| Flow Traders U.S. LLC | 9,802 | $5.25M | 0.26% | −7,550−43.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,719 | $5.22M | 0.42% | −40−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,681 | $5.18M | 0.06% | +249+2.6% | Added |
| HB Wealth Management, LLC | 9,678 | $5.18M | 0.06% | −1,058−9.9% | Reduced |
| Daymark Wealth Partners, LLC | 9,615 | $5.14M | 0.24% | +7,975+486.3% | Added |
| Sigma Planning Corp | 9,559 | $5.11M | 0.16% | +1,275+15.4% | Added |
| Central Trust Co | 9,528 | $5.10M | 0.12% | −82−0.9% | Reduced |
| Motco | 9,511 | $5.09M | 0.30% | −57−0.6% | Reduced |
| Sageworth Trust Co | 9,506 | $5.09M | 0.32% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.05M | 0.05% | 00.0% | Unchanged |
| G&S Capital LLC | 8,888 | $4.93M | 2.15% | −75−0.8% | Reduced |
| Financial Engines Advisors L.L.C. | 9,175 | $4.93M | 0.01% | +176+2.0% | Added |
| Associated Banc-Corp | 9,141 | $4.89M | 0.15% | −611−6.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,106 | $4.87M | 0.47% | −451−4.7% | Reduced |
| Court Place Advisors, LLC | 8,827 | $4.72M | 1.48% | +181+2.1% | Added |
| Newport Capital Group, LLC | 8,826 | $4.72M | 3.74% | +8,826 | New |
| Badgley Phelps Wealth Managers, LLC | 8,788 | $4.72M | 0.12% | +9+0.1% | Added |
| Ti-Trust, Inc | 8,784 | $4.70M | 3.62% | +218+2.5% | Added |
| KMG Fiduciary Partners, LLC | 8,627 | $4.62M | 0.45% | −47−0.5% | Reduced |
| Allworth Financial LP | 8,356 | $4.60M | 0.03% | −78−0.9% | Reduced |
| Green Square Capital Advisors LLC | 8,596 | $4.60M | 0.64% | −3,226−27.3% | Reduced |
| RSM US Wealth Management LLC | 8,658 | $4.59M | 0.08% | +2,369+37.7% | Added |
| Boothbay Fund Management, LLC | 8,571 | $4.59M | 0.15% | −2,975−25.8% | Reduced |
| Modera Wealth Management, LLC | 8,439 | $4.52M | 0.07% | −60−0.7% | Reduced |
| Intrepid Financial Planning Group LLC | 8,414 | $4.50M | 1.93% | +40.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,304 | $4.44M | 2.59% | +173+2.1% | Added |
| CMG Global Holdings, LLC | 8,299 | $4.44M | 2.94% | +208+2.6% | Added |
| Sonata Capital Group Inc | 8,159 | $4.37M | 2.24% | −476−5.5% | Reduced |
| Barrett & Company, Inc. | 8,128 | $4.35M | 1.97% | −225−2.7% | Reduced |
| Highview Capital Management LLC | 8,111 | $4.34M | 1.80% | −7−0.1% | Reduced |
| Victory Capital Management Inc | 8,100 | $4.33M | 0.00% | −10,005−55.3% | Reduced |
| Weil Company, Inc. | 8,028 | $4.30M | 1.57% | −170−2.1% | Reduced |
| NBW Capital LLC | 7,961 | $4.26M | 0.84% | +7,961 | New |
| Bay Rivers Group | 7,936 | $4.25M | 2.21% | +62+0.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,541 | $4.24M | 1.66% | +276+3.8% | Added |
| Ieq Capital, LLC | 7,921 | $4.24M | 0.06% | +1,200+17.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,866 | $4.21M | 1.56% | +83+1.1% | Added |
| Keybank National Association | 7,861 | $4.21M | 0.02% | +453+6.1% | Added |
| Harbour Investments, Inc. | 7,809 | $4.18M | 0.14% | +57+0.7% | Added |
| Evensky & Katz LLC | 7,806 | $4.18M | 0.29% | −192−2.4% | Reduced |
| Sanctuary Advisors, LLC | 7,882 | $4.17M | 0.03% | +7,882 | New |
| Wetherby Asset Management Inc | 7,796 | $4.17M | 0.20% | −27−0.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $4.11M | 2.80% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,630 | $4.08M | 0.23% | −90−1.2% | Reduced |
| Lynx Capital Group Ltd | 7,603 | $4.07M | 2.81% | +149+2.0% | Added |
| Segment Wealth Management, LLC | 7,561 | $4.05M | 0.30% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,400 | $3.96M | 0.29% | +7,400 | New |