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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 996 | $532.9K | 0.05% | −228−18.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $531.9K | 0.44% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 992 | $531.0K | 0.22% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $530.6K | 0.08% | 00.0% | Unchanged |
| Certified Advisory Corp | 991 | $530.2K | 0.07% | −17−1.7% | Reduced |
| Mairs & Power Inc | 985 | $527.1K | 0.01% | +985 | New |
| Appleton Partners Inc | 982 | $525.0K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 979 | $523.8K | 0.09% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 973 | $520.0K | 0.07% | +973 | New |
| Plancorp, LLC | 969 | $518.5K | 0.02% | +180+22.8% | Added |
| Maren Capital LLC | 964 | $515.8K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 950 | $510.2K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 950 | $508.3K | 0.02% | +55+6.1% | Added |
| Stablepoint Partners, LLC | 902 | $505.6K | 0.10% | +6+0.7% | Added |
| Bryn Mawr Trust Co | 941 | $503.5K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 940 | $503.2K | 0.00% | +171+22.2% | Added |
| Mirador Capital Partners LP | 940 | $503.0K | 0.09% | −51−5.1% | Reduced |
| Canal Capital Management, LLC | 938 | $501.9K | 0.09% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 935 | $500.3K | 0.32% | −79−7.8% | Reduced |
| Capital Group Private Client Services, Inc. | 929 | $497.1K | 0.00% | +130+16.3% | Added |
| Gratus Capital LLC | 929 | $496.9K | 0.02% | −1−0.1% | Reduced |
| Glenview Trust Co | 925 | $494.9K | 0.01% | −20−2.1% | Reduced |
| FCG Investment Co | 925 | $494.9K | 0.38% | +200+27.6% | Added |
| Bayesian Capital Management, LP | 924 | $494.4K | 0.06% | +924 | New |
| Bragg Financial Advisors, Inc | 922 | $493.3K | 0.02% | −52−5.3% | Reduced |
| Trillium Asset Management, LLC | 920 | $492.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 919 | $491.7K | 0.01% | −108−10.5% | Reduced |
| Rockline Wealth Management, LLC | 918 | $491.2K | 0.15% | +918 | New |
| First Business Financial Services, Inc. | 917 | $490.7K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $489.6K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 914 | $486.1K | 0.08% | +32+3.6% | Added |
| First City Capital Management, Inc. | 907 | $485.3K | 0.27% | +907 | New |
| SevenBridge Financial Group, LLC | 917 | $485.2K | 0.11% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 905 | $484.2K | 0.11% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 900 | $481.7K | 0.12% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 900 | $481.6K | 0.17% | −240−21.1% | Reduced |
| Creekside Partners | 886 | $474.3K | 0.26% | +886 | New |
| Gladstone Institutional Advisory LLC | 884 | $473.0K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 881 | $471.4K | 0.24% | +881 | New |
| HBK Sorce Advisory LLC | 878 | $470.0K | 0.02% | −50−5.4% | Reduced |
| Pitcairn Co | 878 | $469.8K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $468.3K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 834 | $467.5K | 0.01% | +105+14.4% | Added |
| Bogart Wealth, LLC | 873 | $467.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 873 | $467.1K | 0.00% | +711+438.9% | Added |
| Financial Advisory Corp | 873 | $467.0K | 0.19% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 871 | $466.1K | 0.04% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 869 | $465.0K | 0.02% | +64+8.0% | Added |
| TFG Advisers LLC | 864 | $462.3K | 0.18% | +36+4.3% | Added |
| Cullen/Frost Bankers, Inc. | 863 | $461.8K | 0.01% | +5+0.6% | Added |
| Litman Gregory Asset Management LLC | 857 | $458.6K | 0.04% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 857 | $458.6K | 0.23% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $456.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 851 | $455.3K | 0.02% | +145+20.5% | Added |
| Cardiff Park Advisors, LLC | 850 | $454.7K | 0.04% | +1+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 850 | $454.6K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $453.2K | 0.20% | 00.0% | Unchanged |
| Optimum Investment Advisors | 845 | $452.1K | 0.20% | −10−1.2% | Reduced |
| WBH Advisory Inc | 845 | $452.1K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 839 | $449.1K | 0.01% | +129+18.2% | Added |
| Eagle Strategies LLC | 839 | $449.1K | 0.09% | +839 | New |
| Harbour Investment Management LLC | 833 | $447.5K | 0.21% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $446.3K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 825 | $441.4K | 0.15% | +825 | New |
| Woodmont Investment Counsel LLC | 825 | $441.2K | 0.04% | +12+1.5% | Added |
| Seascape Capital Management | 818 | $438.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $438.0K | 0.06% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 816 | $436.6K | 0.11% | +443+118.8% | Added |
| Objectivity Squared, LLC | 766 | $435.9K | 0.33% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 813 | $435.0K | 0.01% | +41+5.3% | Added |
| WP Advisors, LLC | 812 | $434.7K | 0.14% | −103−11.3% | Reduced |
| Marquette Asset Management, LLC | 800 | $428.1K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $428.1K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $428.0K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $427.5K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $427.0K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $427.0K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 797 | $426.5K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 796 | $426.1K | 0.11% | +2+0.3% | Added |
| WSFS Capital Management, LLC | 794 | $424.9K | 0.02% | −40−4.8% | Reduced |
| Leo Wealth, LLC | 793 | $424.3K | 0.04% | −75−8.6% | Reduced |
| Orleans Capital Management Corp | 791 | $423.2K | 0.27% | +791 | New |
| River Street Advisors LLC | 787 | $421.1K | 0.26% | +425+117.4% | Added |
| Brightwater Advisory LLC | 785 | $420.0K | 0.32% | +116+17.3% | Added |
| Titleist Asset Management, LLC | 784 | $419.5K | 0.06% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $418.9K | 0.23% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 783 | $418.9K | 0.01% | −74−8.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 781 | $417.9K | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 781 | $417.9K | 0.16% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 780 | $417.4K | 0.21% | −10−1.3% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $417.4K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $417.4K | 0.20% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 773 | $415.2K | 0.02% | −1,445−65.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 772 | $414.9K | 0.17% | +17+2.3% | Added |
| Lifeworks Advisors, LLC | 775 | $414.7K | 0.12% | −39−4.8% | Reduced |
| Wealth Alliance | 773 | $413.6K | 0.05% | +108+16.2% | Added |
| Beach Investment Counsel Inc | 770 | $412.0K | 0.05% | 00.0% | Unchanged |
| McCarthy & Cox | 758 | $405.3K | 0.16% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 727 | $404.5K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 755 | $404.0K | 0.01% | 00.0% | Unchanged |