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 |
|---|---|---|---|---|---|
| Providence First Trust Co | 2,831 | $1.51M | 0.68% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,819 | $1.51M | 0.11% | +235+9.1% | Added |
| L.M. Kohn & Company | 2,801 | $1.50M | 0.41% | −296−9.6% | Reduced |
| Advus Financial Partners, LLC | 2,769 | $1.49M | 0.66% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.48M | 0.15% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 2,759 | $1.48M | 0.53% | +490+21.6% | Added |
| Harbor Advisory Corp | 2,743 | $1.47M | 0.51% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,736 | $1.46M | 1.52% | −10.0% | Reduced |
| Stratos Wealth Partners, LTD. | 2,728 | $1.46M | 0.02% | +55+2.1% | Added |
| GEM Asset Management, LLC | 2,724 | $1.46M | 0.91% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,719 | $1.46M | 0.00% | +376+16.0% | Added |
| Saxony Capital Management, LLC | 2,677 | $1.43M | 1.57% | +2,677 | New |
| Wunderlich Capital Managemnt | 2,670 | $1.43M | 0.64% | −119−4.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,658 | $1.42M | 0.74% | −100−3.6% | Reduced |
| Osborne Partners Capital Management, LLC | 2,639 | $1.41M | 0.08% | −87−3.2% | Reduced |
| High Falls Advisors, Inc | 2,638 | $1.41M | 0.34% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,628 | $1.41M | 0.17% | −300−10.2% | Reduced |
| Disciplined Investments, LLC | 2,621 | $1.40M | 0.75% | −44−1.7% | Reduced |
| Avantax Planning Partners, Inc. | 2,608 | $1.40M | 0.04% | −456−14.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.39M | 0.16% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,597 | $1.39M | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,585 | $1.38M | 0.02% | +678+35.6% | Added |
| Founders Financial Securities LLC | 2,573 | $1.38M | 0.13% | −17−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,563 | $1.37M | 0.05% | +42+1.7% | Added |
| Ameritas Advisory Services, LLC | 2,559 | $1.37M | 0.05% | +198+8.4% | Added |
| Beaumont Financial Advisors, LLC | 2,542 | $1.36M | 0.11% | −21−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,528 | $1.35M | 0.05% | +120+5.0% | Added |
| Horizon Investments, LLC | 2,526 | $1.35M | 0.04% | −42−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,524 | $1.35M | 0.02% | +1,527+153.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.35M | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,500 | $1.34M | 0.51% | +2,500 | New |
| Triumph Capital Management | 2,494 | $1.34M | 0.52% | +137+5.8% | Added |
| ARK & TLK Investments, LLC | 2,500 | $1.34M | 0.50% | 00.0% | Unchanged |
| Spire Wealth Management | 2,499 | $1.34M | 0.05% | +84+3.5% | Added |
| CX Institutional | 2,493 | $1.33M | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,356 | $1.33M | 0.09% | −579−19.7% | Reduced |
| Middleton & Co Inc | 2,451 | $1.31M | 0.15% | −10−0.4% | Reduced |
| Trexquant Investment LP | 2,444 | $1.31M | 0.02% | +451+22.6% | Added |
| SOA Wealth Advisors, LLC. | 2,439 | $1.31M | 0.26% | −134−5.2% | Reduced |
| CIC Wealth, LLC | 2,434 | $1.30M | 0.36% | −5−0.2% | Reduced |
| Emprise Bank | 2,428 | $1.30M | 0.80% | −241−9.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,419 | $1.29M | 0.05% | −10−0.4% | Reduced |
| GM Advisory Group, Inc. | 2,410 | $1.29M | 0.08% | −627−20.6% | Reduced |
| Becker Capital Management Inc | 2,395 | $1.29M | 0.04% | +96+4.2% | Added |
| Cozad Asset Management Inc | 2,403 | $1.29M | 0.13% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,402 | $1.29M | 0.26% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,388 | $1.28M | 0.03% | −11−0.5% | Reduced |
| Fiducient Advisors LLC | 2,386 | $1.28M | 0.18% | +2,386 | New |
| Cubist Systematic Strategies, LLC | 2,360 | $1.26M | 0.02% | +2,360 | New |
| Bremer Bank National Association | 2,355 | $1.26M | 0.25% | −228−8.8% | Reduced |
| TruWealth Advisors, LLC | 2,309 | $1.24M | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,304 | $1.23M | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,300 | $1.23M | 0.04% | +263+12.9% | Added |
| Wedbush Securities Inc | 2,296 | $1.23M | 0.04% | +36+1.6% | Added |
| Fidelis Capital Partners, LLC | 2,328 | $1.22M | 0.17% | −67−2.8% | Reduced |
| ARS Investment Partners, LLC | 2,275 | $1.22M | 0.12% | +6+0.3% | Added |
| Allred Capital Management, LLC | 2,263 | $1.21M | 0.46% | 00.0% | Unchanged |
| Sentinus, LLC | 2,258 | $1.21M | 0.39% | −19−0.8% | Reduced |
| Change Path, LLC | 2,251 | $1.21M | 0.06% | −417−15.6% | Reduced |
| Howe & Rusling Inc | 2,242 | $1.20M | 0.11% | −36−1.6% | Reduced |
| Corsair Capital Management, L.P. | 535 | $1.20M | 0.34% | −661−55.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.20M | 0.08% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,224 | $1.19M | 0.08% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,220 | $1.19M | 0.58% | +37+1.7% | Added |
| Lyell Wealth Management, LP | 2,208 | $1.18M | 0.11% | −92−4.0% | Reduced |
| LM Advisors LLC | 2,206 | $1.18M | 0.00% | +21+1.0% | Added |
| Zions Bancorporation, N.A. | 2,201 | $1.18M | 0.09% | −382−14.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,173 | $1.16M | 0.06% | −7−0.3% | Reduced |
| Financial Partners Group, LLC | 2,167 | $1.16M | 0.45% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 2,165 | $1.16M | 0.82% | −10−0.5% | Reduced |
| 9258 Wealth Management, LLC | 2,154 | $1.15M | 0.18% | −77−3.5% | Reduced |
| Castle Rock Wealth Management, LLC | 2,161 | $1.15M | 0.29% | +79+3.8% | Added |
| Walden Wealth Partners LLC | 2,122 | $1.14M | 0.63% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,114 | $1.13M | 0.03% | −44−2.0% | Reduced |
| Gryphon Financial Partners LLC | 2,104 | $1.13M | 0.17% | −7−0.3% | Reduced |
| We Are One Seven, LLC | 2,101 | $1.12M | 0.05% | +71+3.5% | Added |
| Frank, Rimerman Advisors LLC | 2,099 | $1.12M | 0.08% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,099 | $1.12M | 0.86% | 00.0% | Unchanged |
| Bank of Hawaii | 2,087 | $1.12M | 0.05% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2,019 | $1.11M | 0.45% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,067 | $1.11M | 0.40% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 2,066 | $1.11M | 0.04% | −241−10.4% | Reduced |
| Brighton Jones LLC | 2,047 | $1.10M | 0.04% | +417+25.6% | Added |
| Peak Planning Group, LLC | 2,037 | $1.09M | 0.54% | +394+24.0% | Added |
| Peterson Wealth Management | 2,035 | $1.09M | 0.67% | −153−7.0% | Reduced |
| JFS Wealth Advisors, LLC | 2,034 | $1.09M | 0.09% | +155+8.2% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $1.09M | 0.09% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,028 | $1.08M | 0.15% | −400−16.5% | Reduced |
| SOL Capital Management CO | 2,013 | $1.08M | 0.13% | −32−1.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,007 | $1.07M | 0.26% | −15−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 2,005 | $1.07M | 0.02% | −96−4.6% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.06M | 0.56% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,984 | $1.06M | 0.07% | +4+0.2% | Added |
| Bill Few Associates, Inc. | 1,983 | $1.06M | 0.41% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,983 | $1.06M | 0.32% | +4+0.2% | Added |
| White Pine Capital LLC | 1,962 | $1.05M | 0.40% | −170−8.0% | Reduced |
| Forza Wealth Management, LLC | 1,960 | $1.05M | 0.54% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,955 | $1.05M | 0.19% | −94−4.6% | Reduced |
| Evanson Asset Management, LLC | 1,942 | $1.04M | 0.08% | +3+0.2% | Added |
| Maltin Wealth Management, Inc. | 1,938 | $1.04M | 0.56% | +3+0.2% | Added |