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, Q3 2024
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Sep 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
- 1,319
- +43 vs. Q2 2024
- Shares held
- 26.9M
- +2.69M (+11.1%) vs. Q2 2024
- Total value
- $14.1B
- +$1.12B (+8.6%) vs. Q2 2024
- New holders
- 98
- 367 more added
- Sold out
- 55
- 433 more reduced
17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,124,700 | $1.21B | 0.11% | −266,567−11.1% | Reduced |
| Wells Fargo & Company | 1,304,876 | $743.3M | 0.18% | −32,067−2.4% | Reduced |
| Morgan Stanley | 1,214,300 | $691.7M | 0.05% | +66,423+5.8% | Added |
| Goldman Sachs Group Inc | 1,140,360 | $649.6M | 0.12% | +653,125+134.0% | Added |
| Northern Trust Corp | 1,112,464 | $633.7M | 0.10% | −645−0.1% | Reduced |
| US Bancorp | 1,063,964 | $606.1M | 0.78% | +11,719+1.1% | Added |
| Pathstone Holdings, LLC | 919,305 | $523.7M | 2.34% | −6,581−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 768,842 | $438.0M | 0.28% | +5,825+0.8% | Added |
| Royal Bank of Canada | 732,728 | $417.4M | 0.09% | +394,197+116.4% | Added |
| UBS Group AG | 630,983 | $359.4M | 0.10% | +20,767+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 541,164 | $308.3M | 0.27% | +7,474+1.4% | Added |
| Bank of Montreal | 495,752 | $282.2M | 0.13% | −8,964−1.8% | Reduced |
| Raymond James & Associates | 369,044 | $210.2M | 0.13% | +1,811+0.5% | Added |
| JPMorgan Chase & Co | 340,136 | $193.8M | 0.02% | +19,030+5.9% | Added |
| Alliancebernstein L.P. | 280,091 | $159.6M | 0.05% | −11,619−4.0% | Reduced |
| CI Private Wealth, LLC | 255,721 | $145.7M | 0.23% | −3,788−1.5% | Reduced |
| Creative Planning | 247,981 | $141.1M | 0.14% | −11,541−4.4% | Reduced |
| Arvest Bank Trust Division | 240,545 | $137.0M | 7.90% | +240,545 | New |
| MAI Capital Management | 239,391 | $136.4M | 1.31% | +6,336+2.7% | Added |
| Conservest Capital Advisors, Inc. | 240,646 | $133.9M | 13.73% | +8,683+3.7% | Added |
| Bank of New York Mellon Corp | 170,695 | $97.2M | 0.02% | −2,775−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 152,105 | $86.6M | 0.08% | −114,447−42.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 148,908 | $84.8M | 0.11% | +2,014+1.4% | Added |
| HighTower Advisors, LLC | 143,791 | $81.9M | 0.12% | +2,621+1.9% | Added |
| LPL Financial LLC | 143,669 | $81.8M | 0.04% | +4,061+2.9% | Added |
| Welch & Forbes LLC | 140,310 | $79.9M | 1.02% | +398+0.3% | Added |
| Waddell & Associates, LLC | 138,769 | $79.1M | 9.62% | +2,373+1.7% | Added |
| Whittier Trust Co | 138,719 | $79.0M | 1.06% | −785−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 133,481 | $76.0M | 0.12% | +25,179+23.2% | Added |
| FineMark National Bank & Trust | 124,592 | $71.0M | 2.47% | −639−0.5% | Reduced |
| Brown Advisory Inc | 121,948 | $69.5M | 0.09% | −328−0.3% | Reduced |
| Citadel Advisors LLC | 121,620 | $69.3M | 0.07% | +72,317+146.7% | Added |
| Hills Bank & Trust Co | 120,979 | $68.9M | 5.20% | −407−0.3% | Reduced |
| Montag A & Associates Inc | 110,433 | $63.1M | 2.98% | +1,356+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 109,059 | $62.2M | 0.14% | +2,022+1.9% | Added |
| Employees Retirement System of Texas | 108,500 | $61.8M | 0.53% | 00.0% | Unchanged |
| Truist Financial Corp | 107,371 | $61.2M | 0.10% | +3,396+3.3% | Added |
| Mariner, LLC | 101,399 | $57.8M | 0.10% | −881−0.9% | Reduced |
| Canada Pension Plan Investment Board | 100,000 | $57.0M | 0.05% | +100,000 | New |
| Cerity Partners LLC | 97,549 | $55.6M | 0.12% | +2,021+2.1% | Added |
| Washington Trust Co | 96,211 | $54.8M | 1.92% | −2,605−2.6% | Reduced |
| Sandy Spring Bank | 94,124 | $53.6M | 2.21% | −220−0.2% | Reduced |
| Ameriprise Financial Inc | 91,221 | $52.0M | 0.01% | −34,449−27.4% | Reduced |
| Susquehanna International Group, LLP | 88,383 | $50.3M | 0.09% | −10,482−10.6% | Reduced |
| Hawk Ridge Capital Management LP | 85,624 | $48.8M | 2.10% | +85,624 | New |
| Wealth Enhancement Advisory Services, LLC | 81,142 | $46.2M | 0.10% | −460−0.6% | Reduced |
| Henshaw Capital LLC | 75,050 | $42.8M | 1.79% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 71,661 | $40.8M | 5.13% | −669−0.9% | Reduced |
| Stifel Financial Corp | 69,509 | $39.6M | 0.04% | +13,100+23.2% | Added |
| Blair William & Co | 69,479 | $39.6M | 0.12% | +1,050+1.5% | Added |
| Pittenger & Anderson Inc | 69,160 | $39.4M | 1.48% | −180−0.3% | Reduced |
| Envestnet Asset Management Inc | 68,709 | $39.1M | 0.01% | −1,744−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,564 | $37.9M | 0.98% | +528+0.8% | Added |
| Cetera Investment Advisers | 66,062 | $37.6M | 0.08% | −10,928−14.2% | Reduced |
| Financial Counselors Inc | 65,668 | $37.4M | 0.55% | −218−0.3% | Reduced |
| Divergent Planning, LLC | 63,830 | $36.3M | 13.54% | +1,904+3.1% | Added |
| Captrust Financial Advisors | 62,215 | $35.4M | 0.11% | +216+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 61,650 | $35.2M | 0.51% | −40−0.1% | Reduced |
| Massmutual Trust Co FSB | 61,086 | $34.8M | 0.99% | +1,012+1.7% | Added |
| Smith, Moore & Co. | 60,612 | $34.5M | 3.30% | +184+0.3% | Added |
| Advisor Group Holdings, Inc. | 59,947 | $34.2M | 0.08% | −7,106−10.6% | Reduced |
| Ascent Wealth Partners, LLC | 59,438 | $33.9M | 4.72% | +652+1.1% | Added |
| Pinnacle Associates Ltd | 65,142 | $33.1M | 0.57% | +513+0.8% | Added |
| Peapack Gladstone Financial Corp | 56,780 | $32.3M | 0.47% | −224−0.4% | Reduced |
| Baird Financial Group, Inc. | 53,868 | $30.7M | 0.06% | −875−1.6% | Reduced |
| Heritage Investors Management Corp | 52,313 | $29.8M | 0.99% | −1,644−3.0% | Reduced |
| Clearstead Advisors, LLC | 51,845 | $29.5M | 0.46% | −1,831−3.4% | Reduced |
| Oldfather Financial Services, LLC | 51,789 | $29.5M | 11.35% | −239−0.5% | Reduced |
| Crewe Advisors LLC | 51,391 | $29.3M | 3.40% | +2,874+5.9% | Added |
| Cresset Asset Management, LLC | 50,320 | $28.7M | 0.11% | −687−1.3% | Reduced |
| First Hawaiian Bank | 49,887 | $28.4M | 0.91% | −404−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 49,565 | $28.3M | 1.01% | −813−1.6% | Reduced |
| Citizens Financial Group Inc | 48,115 | $27.4M | 0.55% | −2,550−5.0% | Reduced |
| Cumberland Advisors Inc | 47,367 | $27.0M | 10.72% | +265+0.6% | Added |
| Rockefeller Capital Management L.P. | 47,392 | $27.0M | 0.07% | +2,608+5.8% | Added |
| Retirement Systems of Alabama | 46,287 | $26.4M | 0.10% | −812−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,089 | $26.3M | 0.09% | +14,277+44.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,846 | $25.5M | 3.89% | +17,945+66.7% | Added |
| Klingman & Associates, LLC | 43,599 | $24.8M | 1.54% | −796−1.8% | Reduced |
| LCM Capital Management Inc | 43,156 | $24.6M | 14.14% | +876+2.1% | Added |
| Kowal Investment Group, LLC | 43,102 | $24.6M | 4.52% | +1,007+2.4% | Added |
| Granite Bay Wealth Management, LLC | 42,764 | $24.4M | 13.66% | +6,647+18.4% | Added |
| IFG Advisors, LLC | 42,333 | $24.1M | 5.15% | +1,808+4.5% | Added |
| Colony Group, LLC | 42,191 | $24.0M | 0.08% | +31,655+300.4% | Added |
| Qube Research & Technologies Ltd | 41,977 | $23.9M | 0.04% | +5,632+15.5% | Added |
| Janney Montgomery Scott LLC | 40,495 | $23.1M | 0.06% | −416−1.0% | Reduced |
| Conning Inc. | 39,768 | $22.7M | 0.75% | −5,654−12.4% | Reduced |
| Edge Capital Group, LLC | 38,933 | $22.2M | 0.98% | −805−2.0% | Reduced |
| BlackRock, Inc. | 38,005 | $21.6M | 0.00% | +38,005 | New |
| Waldron Private Wealth LLC | 37,143 | $21.2M | 0.88% | −702−1.9% | Reduced |
| 1st Source Bank | 36,005 | $20.5M | 1.16% | −20.0% | Reduced |
| Johnson Investment Counsel Inc | 35,762 | $20.4M | 0.20% | −1,032−2.8% | Reduced |
| Comerica Bank | 35,012 | $19.9M | 0.08% | −4,271−10.9% | Reduced |
| Steele Capital Management, Inc. | 34,137 | $19.5M | 1.02% | −235−0.7% | Reduced |
| GYL Financial Synergies, LLC | 33,450 | $19.1M | 1.43% | +451+1.4% | Added |
| Prio Wealth Limited Partnership | 33,445 | $19.1M | 0.56% | −216−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 33,324 | $19.0M | 0.38% | −1,830−5.2% | Reduced |
| EP Wealth Advisors, LLC | 33,254 | $18.9M | 0.16% | +3,018+10.0% | Added |
| Bessemer Group Inc | 33,247 | $18.9M | 0.03% | +515+1.6% | Added |
| Tandem Wealth Advisors LLC | 32,805 | $18.7M | 9.47% | +94+0.3% | Added |