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 |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLC | 4,691 | $2.51M | 1.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,662 | $2.49M | 1.07% | +64+1.4% | Added |
| Courier Capital LLC | 4,632 | $2.48M | 0.20% | −200−4.1% | Reduced |
| InTrack Investment Management Inc | 4,609 | $2.47M | 1.75% | +664+16.8% | Added |
| Hoylecohen, LLC | 4,587 | $2.45M | 0.19% | −8−0.2% | Reduced |
| Meridian Wealth Management, LLC | 4,580 | $2.45M | 0.29% | +4,580 | New |
| West Paces Advisors Inc. | 4,560 | $2.44M | 0.64% | −20.0% | Reduced |
| Tower View Investment Management & Research LLC | 4,553 | $2.44M | 1.40% | +158+3.6% | Added |
| Insigneo Advisory Services, LLC | 4,612 | $2.42M | 0.27% | −1,566−25.3% | Reduced |
| Winthrop Advisory Group LLC | 4,320 | $2.41M | 0.33% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.41M | 0.61% | 00.0% | Unchanged |
| Graypoint LLC | 4,496 | $2.41M | 0.17% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $2.41M | 1.66% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,486 | $2.40M | 0.03% | −835−15.7% | Reduced |
| Element Wealth, LLC | 4,486 | $2.40M | 1.35% | +146+3.4% | Added |
| Sage Financial Management Group, Inc. | 4,464 | $2.39M | 7.26% | −55−1.2% | Reduced |
| Venturi Wealth Management, LLC | 4,422 | $2.37M | 0.14% | 00.0% | Unchanged |
| Coastline Trust Co | 4,359 | $2.33M | 0.27% | −145−3.2% | Reduced |
| Veracity Capital LLC | 4,359 | $2.33M | 0.97% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4,304 | $2.30M | 1.46% | −109−2.5% | Reduced |
| ZWJ Investment Counsel Inc | 4,283 | $2.29M | 0.10% | +81+1.9% | Added |
| Price T Rowe Associates Inc | 4,248 | $2.27M | 0.00% | +2,528+147.0% | Added |
| TD Waterhouse Canada Inc. | 4,254 | $2.25M | 0.02% | +343+8.8% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.25M | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,196 | $2.25M | 0.11% | +300+7.7% | Added |
| WealthBridge Capital Management, LLC | 4,186 | $2.24M | 0.74% | +185+4.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.22M | 0.63% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,140 | $2.22M | 0.05% | +25+0.6% | Added |
| Transatlantique Private Wealth LLC | 4,129 | $2.21M | 0.90% | −5−0.1% | Reduced |
| Lionsbridge Wealth Management LLC | 4,118 | $2.20M | 1.77% | −1,682−29.0% | Reduced |
| Umb Bank N A | 4,085 | $2.19M | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,033 | $2.16M | 0.36% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,026 | $2.15M | 0.22% | +3,318+468.6% | Added |
| Horizon Family Wealth, Inc. | 4,008 | $2.14M | 1.63% | +10.0% | Added |
| David Loasby | 3,977 | $2.12M | 0.20% | +6+0.2% | Added |
| Soltis Investment Advisors LLC | 3,963 | $2.12M | 0.22% | −11−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 3,960 | $2.12M | 0.22% | +1,338+51.0% | Added |
| Crescent Sterling, Ltd. | 3,897 | $2.09M | 2.00% | +140+3.7% | Added |
| Cambridge Advisors Inc. | 3,879 | $2.08M | 0.48% | −150−3.7% | Reduced |
| Wesbanco Bank Inc | 3,876 | $2.07M | 0.08% | +559+16.9% | Added |
| Intelligent Financial Strategies | 3,857 | $2.07M | 1.27% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.06M | 1.58% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,840 | $2.06M | 0.52% | −71−1.8% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.05M | 0.08% | −3−0.1% | Reduced |
| TD Private Client Wealth LLC | 3,824 | $2.05M | 0.06% | −90−2.3% | Reduced |
| Lowe Wealth Advisors, LLC | 3,819 | $2.04M | 0.93% | −50−1.3% | Reduced |
| Private Trust Co NA | 3,814 | $2.04M | 0.22% | −1,102−22.4% | Reduced |
| Focus Financial Network, Inc. | 3,623 | $2.03M | 0.09% | +10.0% | Added |
| NorthRock Partners, LLC | 3,767 | $2.02M | 0.08% | −338−8.2% | Reduced |
| All Terrain Financial Advisors, LLC | 3,765 | $2.01M | 0.85% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,735 | $2.00M | 0.51% | −229−5.8% | Reduced |
| Lindbrook Capital, LLC | 3,691 | $1.97M | 0.19% | −180−4.6% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.96M | 0.69% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 3,643 | $1.95M | 0.89% | +281+8.4% | Added |
| EWG Elevate Inc. | 3,639 | $1.95M | 0.71% | +3,639 | New |
| Fifth Third Wealth Advisors LLC | 3,633 | $1.94M | 0.15% | +2,040+128.1% | Added |
| Kestra Private Wealth Services, LLC | 3,616 | $1.93M | 0.04% | +560+18.3% | Added |
| Meridian Financial, LLC | 3,587 | $1.92M | 1.39% | −50−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 3,586 | $1.92M | 0.23% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,557 | $1.90M | 0.74% | +47+1.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $1.88M | 0.50% | 00.0% | Unchanged |
| TSFG, LLC | 3,499 | $1.87M | 0.44% | −30−0.9% | Reduced |
| Integrated Advisors Network LLC | 3,489 | $1.87M | 0.10% | +69+2.0% | Added |
| International Assets Investment Management, LLC | 3,482 | $1.86M | 0.18% | −100−2.8% | Reduced |
| Embree Financial Group | 3,438 | $1.84M | 0.35% | −97−2.7% | Reduced |
| Northwest Bancshares, Inc. | 3,419 | $1.83M | 0.31% | −50−1.4% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.82M | 0.33% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,393 | $1.82M | 0.57% | −29−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,381 | $1.81M | 0.03% | +3,381 | New |
| Centaurus Financial, Inc. | 3,381 | $1.81M | 0.12% | +2,116+167.3% | Added |
| Kelman-Lazarov, Inc. | 3,378 | $1.81M | 0.34% | −6−0.2% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.81M | 0.31% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,373 | $1.80M | 1.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,372 | $1.80M | 0.80% | −15−0.4% | Reduced |
| GenTrust, LLC | 3,354 | $1.80M | 0.10% | +37+1.1% | Added |
| Scotia Capital Inc. | 3,366 | $1.80M | 0.01% | +210+6.7% | Added |
| Farrow Financial Inc. | 3,352 | $1.79M | 1.22% | +28+0.8% | Added |
| Compass Wealth Management LLC | 3,321 | $1.78M | 0.44% | −20−0.6% | Reduced |
| Freestone Capital Holdings, LLC | 3,251 | $1.74M | 0.06% | −153−4.5% | Reduced |
| Aspiriant, LLC | 3,229 | $1.73M | 0.07% | +158+5.1% | Added |
| Regions Financial Corp | 3,216 | $1.72M | 0.01% | −154−4.6% | Reduced |
| OneAscent Financial Services LLC | 3,214 | $1.72M | 0.24% | +2,127+195.7% | Added |
| Bank of Nova Scotia | 3,204 | $1.71M | 0.00% | +3,204 | New |
| Oxford Financial Group Ltd | 3,192 | $1.71M | 0.11% | −127−3.8% | Reduced |
| Blue Fin Capital, Inc. | 3,169 | $1.70M | 0.34% | +263+9.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,167 | $1.69M | 0.11% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.69M | 0.61% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,147 | $1.68M | 0.13% | −15−0.5% | Reduced |
| Darrow Company, Inc. | 3,129 | $1.67M | 1.09% | +10.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,066 | $1.64M | 1.01% | +10.0% | Added |
| Warren Averett Asset Management, LLC | 3,064 | $1.64M | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,004 | $1.61M | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,014 | $1.61M | 0.00% | −495−14.1% | Reduced |
| Coyle Financial Counsel LLC | 2,872 | $1.60M | 0.57% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,972 | $1.59M | 0.38% | −325−9.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.58M | 0.41% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,903 | $1.56M | 0.54% | +1,262+76.9% | Added |
| Neuberger Berman Group LLC | 2,884 | $1.54M | 0.00% | −295−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 2,860 | $1.53M | 0.02% | +2,860 | New |
| XML Financial, LLC | 2,859 | $1.53M | 0.15% | −60−2.1% | Reduced |