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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 1,386 | $741.6K | 0.17% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,385 | $740.9K | 0.41% | +1+0.1% | Added |
| Fca Corp | 1,380 | $738.4K | 0.24% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,362 | $728.6K | 0.18% | +2+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,358 | $726.6K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 1,350 | $722.4K | 0.01% | +744+122.8% | Added |
| Arkadios Wealth Advisors | 1,349 | $721.8K | 0.05% | −306−18.5% | Reduced |
| Scientech Research LLC | 1,338 | $715.9K | 0.15% | +1,338 | New |
| CIBC World Markets Inc. | 1,336 | $715.0K | 0.00% | −12−0.9% | Reduced |
| Venture Visionary Partners LLC | 1,333 | $713.3K | 0.03% | +1,333 | New |
| Harmony Asset Management LLC | 1,329 | $711.1K | 0.30% | −200−13.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,319 | $705.8K | 0.01% | −20−1.5% | Reduced |
| Ellerson Group Inc | 1,312 | $702.0K | 0.53% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,307 | $699.1K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $694.8K | 0.63% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,296 | $693.5K | 0.07% | −43−3.2% | Reduced |
| M3 Advisory Group, LLC | 1,292 | $691.4K | 0.57% | +95+7.9% | Added |
| Ullmann Financial Group, Inc. | 1,288 | $689.0K | 0.10% | +1,288 | New |
| Hyperion Partners, LLC | 1,286 | $687.9K | 0.49% | +3+0.2% | Added |
| River Wealth Advisors LLC | 1,282 | $686.0K | 0.10% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,280 | $684.9K | 0.02% | +565+79.0% | Added |
| SpiderRock Advisors, LLC | 1,280 | $684.9K | 0.02% | +1,280 | New |
| Seelaus Asset Management LLC | 1,279 | $684.4K | 0.69% | −15−1.2% | Reduced |
| Sanders Morris Harris LLC | 1,275 | $682.2K | 0.11% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $682.2K | 0.19% | 00.0% | Unchanged |
| Park National Corp | 1,270 | $679.6K | 0.03% | −207−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $678.5K | 0.06% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,268 | $678.5K | 0.02% | +63+5.2% | Added |
| Congress Wealth Management LLC | 1,263 | $676.4K | 0.01% | +51+4.2% | Added |
| Avalon Trust Co | 1,254 | $671.0K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,251 | $669.4K | 0.04% | −25−2.0% | Reduced |
| Single Point Partners, LLC | 1,248 | $668.0K | 1.14% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $666.0K | 0.25% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,242 | $664.6K | 0.05% | +50+4.2% | Added |
| McIlrath & Eck, LLC | 1,237 | $661.8K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,229 | $657.6K | 0.23% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,225 | $655.3K | 0.40% | +3+0.2% | Added |
| Jennison Associates LLC | 1,223 | $654.7K | 0.00% | +557+83.6% | Added |
| Smithfield Trust Co | 1,219 | $654.0K | 0.03% | −13−1.1% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $652.3K | 0.05% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,205 | $644.8K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,202 | $643.2K | 0.16% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $642.1K | 0.03% | −15−1.2% | Reduced |
| Independent Advisor Alliance | 1,200 | $642.1K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,198 | $641.0K | 0.01% | +100+9.1% | Added |
| L & S Advisors Inc | 1,196 | $640.0K | 0.07% | +18+1.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $637.3K | 0.06% | −55−4.4% | Reduced |
| Duncker Streett & Co Inc | 1,184 | $633.6K | 0.12% | −11−0.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,183 | $633.0K | 0.15% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,176 | $629.3K | 0.19% | −1,019−46.4% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $620.7K | 0.16% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,158 | $619.8K | 0.28% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,152 | $616.4K | 0.05% | −8−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 1,147 | $614.3K | 0.29% | +5+0.4% | Added |
| Capital Investment Advisors, LLC | 1,148 | $614.2K | 0.01% | −9−0.8% | Reduced |
| Watershed Private Wealth LLC | 1,146 | $613.2K | 0.26% | −522−31.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $613.2K | 0.04% | −32−2.7% | Reduced |
| German American Bancorp, Inc. | 1,142 | $611.4K | 0.07% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $610.0K | 0.00% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,140 | $610.0K | 0.36% | +20+1.8% | Added |
| New Hampshire Trust | 1,134 | $606.8K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,134 | $606.8K | 0.03% | +142+14.3% | Added |
| Prudential Financial Inc | 1,127 | $602.9K | 0.00% | −510−31.2% | Reduced |
| Parkside Financial Bank & Trust | 1,125 | $602.0K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,119 | $598.9K | 0.05% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,116 | $597.1K | 0.10% | +190+20.5% | Added |
| Apella Capital, LLC | 1,132 | $597.0K | 0.03% | +6+0.5% | Added |
| Berger Financial Group, Inc | 1,115 | $596.7K | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,108 | $592.6K | 0.02% | +44+4.1% | Added |
| Wealth Architects, LLC | 1,102 | $589.6K | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $588.6K | 0.02% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,099 | $588.2K | 0.43% | −6−0.5% | Reduced |
| Flynn Zito Capital Management, LLC | 1,096 | $586.5K | 0.30% | −193−15.0% | Reduced |
| Legacy Trust | 1,096 | $586.4K | 0.15% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,078 | $577.3K | 0.08% | +162+17.7% | Added |
| Red Door Wealth Management, LLC | 1,077 | $576.0K | 0.10% | +208+23.9% | Added |
| Miramar Capital, LLC | 1,070 | $572.5K | 0.14% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,062 | $568.5K | 0.27% | +411+63.1% | Added |
| Progressive Investment Management Corp | 1,057 | $565.6K | 0.15% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,046 | $559.9K | 0.05% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $558.3K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,039 | $556.1K | 0.07% | −346−25.0% | Reduced |
| GW&K Investment Management, LLC | 1,039 | $556.0K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,040 | $556.0K | 0.05% | +250+31.6% | Added |
| D.A. Davidson & Co. | 1,031 | $552.1K | 0.00% | −3,518−77.3% | Reduced |
| Stephens Inc | 1,027 | $549.4K | 0.01% | −18−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,024 | $547.9K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,034 | $547.6K | 0.03% | +2+0.2% | Added |
| Baxter Bros Inc | 1,023 | $547.4K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 1,023 | $547.4K | 0.02% | +66+6.9% | Added |
| Fortress Wealth Group, LLC | 977 | $545.4K | 0.27% | −146−13.0% | Reduced |
| Wealth Advisory Solutions, LLC | 1,014 | $542.6K | 0.15% | −100−9.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,009 | $540.0K | 0.10% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $539.1K | 0.03% | −80−7.4% | Reduced |
| JNBA Financial Advisors | 1,004 | $537.3K | 0.06% | −33−3.2% | Reduced |
| CenterStar Asset Management, LLC | 1,003 | $536.2K | 0.81% | +211+26.6% | Added |
| DT Investment Partners, LLC | 1,002 | $536.2K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $535.1K | 0.01% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $535.0K | 0.21% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 997 | $533.5K | 0.04% | −310−23.7% | Reduced |