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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 1,935 | $1.04M | 0.20% | +1,935 | New |
| ZRC Wealth Management, LLC | 1,934 | $1.03M | 0.49% | −2−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,927 | $1.03M | 0.04% | −32−1.6% | Reduced |
| United Bank | 1,925 | $1.03M | 0.13% | −203−9.5% | Reduced |
| American Capital Advisory, LLC | 2,019 | $1.02M | 0.74% | +337+20.0% | Added |
| Tompkins Financial Corp | 1,904 | $1.02M | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,901 | $1.02M | 0.25% | −1,459−43.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,897 | $1.02M | 0.03% | −34−1.8% | Reduced |
| SFM, LLC | 1,897 | $1.02M | 0.76% | +31+1.7% | Added |
| Sachetta, LLC | 1,798 | $1.01M | 0.44% | −245−12.0% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.01M | 0.53% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,875 | $1.00M | 0.12% | +955+103.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,871 | $1.00M | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,862 | $996.3K | 0.03% | −110−5.6% | Reduced |
| Summit Trail Advisors, LLC | 1,853 | $995.3K | 0.03% | −11−0.6% | Reduced |
| Sebold Capital Management, Inc. | 1,846 | $987.8K | 0.68% | −102−5.2% | Reduced |
| Prosperity Planning, Inc. | 1,844 | $986.7K | 0.34% | −11−0.6% | Reduced |
| Beacon Financial Advisory LLC | 1,843 | $986.2K | 0.37% | +64+3.6% | Added |
| FF Advisors,LLC | 1,840 | $984.5K | 0.69% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,822 | $971.2K | 0.18% | +1+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,806 | $968.8K | 0.07% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 1,802 | $964.2K | 0.47% | +172+10.6% | Added |
| Parsons Capital Management Inc | 1,797 | $961.5K | 0.07% | +7+0.4% | Added |
| BancorpSouth Bank | 1,795 | $960.5K | 0.07% | −35−1.9% | Reduced |
| LCNB Corp | 1,790 | $957.8K | 0.36% | −140−7.3% | Reduced |
| Dana Investment Advisors, Inc. | 1,771 | $947.8K | 0.03% | −2−0.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 1,767 | $945.5K | 0.12% | −633−26.4% | Reduced |
| Hilltop Holdings Inc. | 1,760 | $941.7K | 0.11% | +160+10.0% | Added |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | +4+0.2% | Added |
| DRW Securities, LLC | 1,746 | $934.2K | 0.06% | +1,746 | New |
| Lynch & Associates | 1,740 | $931.0K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,738 | $929.6K | 0.18% | +1+0.1% | Added |
| Vista Wealth Management Group, LLC | 1,734 | $927.8K | 0.07% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 1,732 | $926.8K | 0.85% | +1,732 | New |
| Marion Wealth Management | 1,714 | $917.4K | 0.27% | +295+20.8% | Added |
| Old North State Trust, LLC | 1,711 | $916.0K | 0.79% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,709 | $914.4K | 0.45% | +145+9.3% | Added |
| M. Kraus & Co | 1,700 | $909.6K | 0.28% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,689 | $903.8K | 0.05% | −97−5.4% | Reduced |
| Nemes Rush Group LLC | 1,682 | $900.0K | 0.12% | +5+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 1,667 | $892.0K | 0.45% | −196−10.5% | Reduced |
| Legacy Private Trust Co. | 1,666 | $891.4K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,661 | $888.6K | 0.09% | +190+12.9% | Added |
| Sawgrass Asset Management LLC | 1,655 | $885.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,651 | $883.4K | 0.07% | 00.0% | Unchanged |
| Rockland Trust Co | 1,648 | $881.8K | 0.05% | −19−1.1% | Reduced |
| Davies Financial Advisors, Inc. | 1,618 | $865.8K | 0.81% | +1,618 | New |
| Gator Capital Management, LLC | 1,616 | $864.7K | 0.44% | +9+0.6% | Added |
| Accredited Investors Inc. | 1,608 | $860.5K | 0.05% | +600+59.5% | Added |
| Alesco Advisors LLC | 1,604 | $858.3K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,597 | $857.7K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,600 | $855.9K | 0.01% | +153+10.6% | Added |
| Orion Portfolio Solutions, LLC | 1,600 | $855.9K | 0.01% | +153+10.6% | Added |
| Halpern Financial, Inc. | 1,593 | $852.1K | 0.23% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,578 | $844.4K | 0.67% | +402+34.2% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $834.8K | 0.11% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,555 | $832.0K | 0.11% | −43−2.7% | Reduced |
| Long Road Investment Counsel, LLC | 1,555 | $832.0K | 0.36% | +550+54.7% | Added |
| HM Payson & Co | 1,547 | $827.8K | 0.02% | −126−7.5% | Reduced |
| VeraBank, N.A. | 1,545 | $826.7K | 0.26% | 00.0% | Unchanged |
| Financial Services Advisory Inc | 1,542 | $825.1K | 0.23% | −1,352−46.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $822.4K | 1.25% | −15−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,537 | $822.3K | 0.14% | −11−0.7% | Reduced |
| Tritonpoint Wealth, LLC | 1,530 | $821.7K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,535 | $821.3K | 0.04% | −1,803−54.0% | Reduced |
| American Money Management, LLC | 1,534 | $820.8K | 0.18% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,524 | $818.1K | 0.27% | +1,524 | New |
| Andrews, Lucia Wealth Management LLC | 1,469 | $817.3K | 0.57% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,527 | $817.1K | 0.16% | +444+41.0% | Added |
| Omega Financial Group, LLC | 1,521 | $813.8K | 0.33% | −10−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,519 | $812.6K | 0.01% | −18−1.2% | Reduced |
| STAR Financial Bank | 1,515 | $810.6K | 0.62% | −470−23.7% | Reduced |
| Vista Investment Management | 1,512 | $809.0K | 0.33% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $803.7K | 0.32% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,502 | $803.5K | 0.13% | +556+58.8% | Added |
| Crestwood Advisors Group LLC | 1,486 | $795.1K | 0.02% | −82−5.2% | Reduced |
| Bell Bank | 1,485 | $794.6K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 1,484 | $794.1K | 0.51% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,474 | $788.6K | 0.06% | −39−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,470 | $786.6K | 0.06% | −99−6.3% | Reduced |
| Midland Wealth Advisors LLC | 1,466 | $784.4K | 0.05% | −206−12.3% | Reduced |
| Tennessee Valley Asset Management Partners | 1,465 | $783.8K | 0.15% | −4−0.3% | Reduced |
| Rothschild Capital Partners, LLC | 1,462 | $782.4K | 0.22% | +1,462 | New |
| Truepoint, Inc. | 1,454 | $778.0K | 0.02% | −418−22.3% | Reduced |
| Pettinga Financial Advisors, LLC | 1,451 | $776.4K | 0.19% | +33+2.3% | Added |
| Petix & Botte Co | 1,450 | $775.9K | 0.22% | +630+76.8% | Added |
| BigSur Wealth Management LLC | 1,440 | $773.4K | 0.24% | 00.0% | Unchanged |
| First Western Trust Bank | 1,442 | $771.6K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,438 | $769.3K | 0.02% | +39+2.8% | Added |
| CCG Wealth Management, LLC | 1,437 | $768.9K | 0.43% | 00.0% | Unchanged |
| Viawealth, LLC | 1,432 | $766.2K | 0.48% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,430 | $765.0K | 0.38% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,407 | $752.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,405 | $751.8K | 0.00% | +579+70.1% | Added |
| Greystone Financial Group, LLC | 1,404 | $751.1K | 0.15% | +863+159.5% | Added |
| Holistic Financial Partners | 1,401 | $749.7K | 0.38% | +2+0.1% | Added |
| Lam Group, Inc. | 1,400 | $749.1K | 0.63% | 00.0% | Unchanged |
| Leisure Capital Management | 1,393 | $745.4K | 0.35% | +3+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,387 | $745.0K | 0.17% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,389 | $743.2K | 0.11% | −28−2.0% | Reduced |