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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 7,323 | $3.86M | 0.84% | −17−0.2% | Reduced |
| Buckingham Strategic Partners | 7,200 | $3.85M | 0.10% | −1,702−19.1% | Reduced |
| Stock Yards Bank & Trust Co | 7,166 | $3.83M | 0.13% | −58−0.8% | Reduced |
| North Star Investment Management Corp. | 7,166 | $3.83M | 0.28% | +115+1.6% | Added |
| Midwest Financial Group LLC | 7,164 | $3.83M | 2.44% | +172+2.5% | Added |
| Resources Investment Advisors, LLC. | 7,105 | $3.80M | 0.05% | −593−7.7% | Reduced |
| Haverford Trust Co | 7,099 | $3.80M | 0.04% | −15−0.2% | Reduced |
| JMG Financial Group, Ltd. | 7,049 | $3.77M | 0.14% | 00.0% | Unchanged |
| Union Savings Bank | 7,003 | $3.75M | 1.97% | −69−1.0% | Reduced |
| Davis R M Inc | 6,909 | $3.70M | 0.08% | −53−0.8% | Reduced |
| IFP Advisors, Inc | 6,906 | $3.70M | 0.15% | −197−2.8% | Reduced |
| Sentinel Trust Co Lba | 6,825 | $3.65M | 0.45% | +4,194+159.4% | Added |
| Perigon Wealth Management, LLC | 6,819 | $3.65M | 0.11% | −83−1.2% | Reduced |
| Sharp Financial Services, LLC | 6,783 | $3.63M | 3.11% | +6,783 | New |
| Bailard, Inc. | 6,758 | $3.62M | 0.10% | −22−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 6,715 | $3.59M | 0.03% | −14−0.2% | Reduced |
| RVW Wealth, LLC | 6,695 | $3.58M | 0.36% | −684−9.3% | Reduced |
| Jordan Park Group LLC | 6,660 | $3.56M | 0.27% | +2,850+74.8% | Added |
| Salomon & Ludwin, LLC | 6,647 | $3.56M | 0.40% | −1,389−17.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,624 | $3.54M | 0.21% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 6,624 | $3.54M | 0.21% | +6,124+1,224.8% | Added |
| Prospera Financial Services Inc | 6,595 | $3.53M | 0.10% | +25+0.4% | Added |
| Glen Eagle Advisors, LLC | 6,555 | $3.51M | 0.64% | +20+0.3% | Added |
| GWM Advisors LLC | 6,523 | $3.49M | 0.03% | +1,312+25.2% | Added |
| Apollon Wealth Management, LLC | 6,514 | $3.49M | 0.11% | +30+0.5% | Added |
| Breakwater Capital Group | 6,505 | $3.48M | 0.79% | +468+7.8% | Added |
| Summit Wealth Partners, LLC | 6,495 | $3.48M | 0.72% | −95−1.4% | Reduced |
| RFG Advisory, LLC | 6,486 | $3.47M | 0.11% | +4,764+276.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,405 | $3.43M | 0.13% | +112+1.8% | Added |
| Stephenson National Bank & Trust | 6,392 | $3.42M | 1.17% | −93−1.4% | Reduced |
| Bristlecone Advisors, LLC | 6,374 | $3.41M | 0.29% | +20+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 6,787 | $3.40M | 0.44% | +971+16.7% | Added |
| First Citizens Bank & Trust Co | 6,338 | $3.39M | 0.06% | −35−0.5% | Reduced |
| Gould Asset Management LLC | 6,336 | $3.39M | 0.78% | −100−1.6% | Reduced |
| Sepio Capital, LP | 6,300 | $3.37M | 0.31% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,291 | $3.37M | 0.06% | −148−2.3% | Reduced |
| Johnson Financial Group, Inc. | 6,243 | $3.35M | 0.16% | −71−1.1% | Reduced |
| Summit Financial, LLC | 6,240 | $3.35M | 0.15% | +790+14.5% | Added |
| Clear Point Advisors Inc. | 6,220 | $3.33M | 2.73% | +15+0.2% | Added |
| Charter Research & Investment Group, Inc. | 6,189 | $3.31M | 2.61% | −138−2.2% | Reduced |
| Belpointe Asset Management LLC | 6,127 | $3.28M | 0.23% | +2,509+69.3% | Added |
| Fiduciary Trust Co | 6,096 | $3.26M | 0.05% | −276−4.3% | Reduced |
| Fifth Third Bancorp | 6,030 | $3.23M | 0.01% | −68−1.1% | Reduced |
| Romano Brothers and Company | 5,982 | $3.20M | 0.44% | +135+2.3% | Added |
| Greenup Street Wealth Management LLC | 5,978 | $3.20M | 0.75% | +5,978 | New |
| Proficio Capital Partners LLC | 5,974 | $3.20M | 0.34% | +369+6.6% | Added |
| Wealthcare Advisory Partners LLC | 5,958 | $3.19M | 0.10% | −20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,899 | $3.16M | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,887 | $3.15M | 0.01% | −668−10.2% | Reduced |
| Paladin Advisory Group, LLC | 5,919 | $3.13M | 2.44% | +29+0.5% | Added |
| Paulson Wealth Management Inc. | 5,839 | $3.12M | 0.91% | −70−1.2% | Reduced |
| Equitable Holdings, Inc. | 5,782 | $3.09M | 0.03% | +255+4.6% | Added |
| Silvercrest Asset Management Group LLC | 5,778 | $3.09M | 0.02% | −8−0.1% | Reduced |
| Audent Global Asset Management, LLC | 5,745 | $3.07M | 3.20% | +58+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,733 | $3.07M | 0.02% | +114+2.0% | Added |
| Keeley-Teton Advisors, LLC | 5,689 | $3.04M | 0.39% | +302+5.6% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.02M | 0.81% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 5,548 | $2.98M | 0.82% | +427+8.3% | Added |
| Larson Financial Group LLC | 5,518 | $2.95M | 0.20% | +53+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,179 | $2.95M | 0.03% | −144−2.7% | Reduced |
| Global Retirement Partners, LLC | 5,503 | $2.94M | 0.09% | +282+5.4% | Added |
| Joel Isaacson & Co., LLC | 5,489 | $2.94M | 0.15% | +7+0.1% | Added |
| Independent Financial Group, LLC | 5,441 | $2.91M | 0.12% | +3,176+140.2% | Added |
| Pegasus Asset Management, Inc. | 5,440 | $2.91M | 1.12% | −80−1.4% | Reduced |
| Advisory Services Network, LLC | 5,420 | $2.90M | 0.06% | +719+15.3% | Added |
| Penobscot Investment Management Company, Inc. | 5,366 | $2.87M | 0.28% | −35−0.6% | Reduced |
| Boston Private Wealth LLC | 5,345 | $2.86M | 0.07% | −2,213−29.3% | Reduced |
| Snowden Capital Advisors LLC | 5,322 | $2.86M | 0.08% | −48−0.9% | Reduced |
| Matrix Asset Advisors Inc | 5,266 | $2.82M | 0.34% | −9−0.2% | Reduced |
| Black Diamond Financial, LLC | 5,264 | $2.82M | 0.54% | +4,562+649.9% | Added |
| Greenleaf Trust | 5,246 | $2.81M | 0.03% | +116+2.3% | Added |
| Woodstock Corp | 5,221 | $2.79M | 0.28% | +502+10.6% | Added |
| Atria Investments LLC | 5,205 | $2.79M | 0.04% | +1,731+49.8% | Added |
| Miller Investment Management, LP | 5,201 | $2.78M | 0.33% | 00.0% | Unchanged |
| Sabal Trust CO | 5,192 | $2.78M | 0.17% | −373−6.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,190 | $2.78M | 0.16% | −8−0.2% | Reduced |
| Northstar Asset Management LLC | 5,120 | $2.74M | 0.66% | −135−2.6% | Reduced |
| Vanguard Group Inc | 5,116 | $2.74M | 0.00% | −10.0% | Reduced |
| Delta Financial Group, Inc. | 5,113 | $2.74M | 1.15% | +149+3.0% | Added |
| J.W. Cole Advisors, Inc. | 5,100 | $2.73M | 0.13% | −62−1.2% | Reduced |
| Argent Trust Co | 5,098 | $2.73M | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,076 | $2.72M | 0.17% | −358−6.6% | Reduced |
| Harvest Investment Services, LLC | 5,046 | $2.70M | 1.07% | +1,516+42.9% | Added |
| Shoker Investment Counsel, Inc. | 5,032 | $2.69M | 0.95% | −84−1.6% | Reduced |
| National Asset Management, Inc. | 5,008 | $2.69M | 0.07% | −16−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 5,019 | $2.69M | 1.27% | −5−0.1% | Reduced |
| PFG Advisors | 5,016 | $2.68M | 0.18% | −155−3.0% | Reduced |
| Spinnaker Trust | 5,001 | $2.68M | 0.17% | −74−1.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,921 | $2.63M | 0.48% | −25−0.5% | Reduced |
| Merit Financial Group, LLC | 4,921 | $2.63M | 0.06% | −78−1.6% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.63M | 0.75% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,902 | $2.62M | 0.14% | −51−1.0% | Reduced |
| Diversified Trust Co | 4,876 | $2.61M | 0.07% | −126−2.5% | Reduced |
| Money Concepts Capital Corp | 4,871 | $2.61M | 0.22% | −167−3.3% | Reduced |
| Asset Management Group, Inc. | 4,864 | $2.60M | 0.48% | +19+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 4,851 | $2.60M | 0.70% | −163−3.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,775 | $2.55M | 0.04% | +65+1.4% | Added |
| New England Private Wealth Advisors LLC | 4,721 | $2.53M | 0.44% | +10.0% | Added |
| Naples Global Advisors, LLC | 4,675 | $2.51M | 0.25% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,692 | $2.51M | 0.04% | −3−0.1% | Reduced |