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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.

Q3 2024 vs. Q2 2024

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of MDY: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,293171,319+43
Shares24.7M454.1K26.9M+2.69M (+11.1%)
Value$13.2B$243.0M$14.1B+$1.12B (+8.6%)

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to MDY in Q3 2024
InstitutionSharesValue% of portfolio
Arvest Bank Trust Division240,545$137.0M7.90%
Canada Pension Plan Investment Board100,000$57.0M0.05%
Hawk Ridge Capital Management LP85,624$48.8M2.10%
BlackRock, Inc.38,005$21.6M0.00%
Black Swift Group, LLC25,308$14.4M3.18%
IMC-Chicago, LLC24,903$14.2M0.41%
Two Sigma Investments, LP15,600$8.89M0.02%
Walleye Trading LLC14,623$8.33M0.20%
BlueCrest Capital Management Ltd12,500$7.12M1.69%
Jefferies Financial Group Inc.6,365$3.63M0.06%
Elyxium Wealth, LLC6,200$3.53M1.94%
Keystone Financial Group5,984$3.41M0.44%
Eastern Bank5,866$3.34M0.06%
Chevy Chase Trust Holdings, Inc.5,382$3.07M0.01%
Sound Income Strategies, LLC5,058$2.88M0.19%
Lavaca Capital LLC4,200$2.39M1.15%
Brevan Howard Capital Management LP3,778$2.15M0.10%
Arizona PSPRS Trust3,700$2.11M0.08%
SK Wealth Management, LLC2,704$1.55M0.79%
Tudor Financial Inc.2,471$1.41M0.87%
Kennebec Savings Bank2,373$1.35M1.34%
Old Mission Capital LLC2,281$1.30M0.03%
Nwam LLC2,243$1.28M0.08%
Alpha Financial Partners, LLC2,216$1.26M0.90%
Ehrlich Financial Group2,216$1.26M0.90%
Royal Fund Management, LLC2,170$1.24M0.09%
Gsa Capital Partners LLP2,057$1.17M0.09%
SkyView Investment Advisors, LLC2,000$1.14M0.19%
Wolverine Trading, LLC1,906$1.08M0.03%
Blackston Financial Advisory Group, LLC1,595$908.6K0.47%
Ground Swell Capital, LLC1,392$793.0K1.13%
Paloma Partners Management Co1,200$683.6K0.04%
Sage Mountain Advisors LLC1,190$677.9K0.06%
Man Group plc1,186$675.6K0.00%
Evoke Wealth, LLC1,152$657.9K0.02%
Synergy Financial Management, LLC1,102$627.8K0.10%
Evernest Financial Advisors, LLC1,071$610.3K0.16%
Regal Investment Advisors LLC1,057$602.1K0.04%
First PREMIER Bank902$514.0K0.13%
Montis Financial, LLC871$495.9K0.18%
Apollon Financial, LLC861$490.5K0.14%
Capstone Investment Advisors, LLC839$477.9K0.01%
Monograph Wealth Advisors, LLC835$477.0K0.06%
Elios Financial Group Inc.710$404.5K0.19%
Seven Mile Advisory687$391.4K0.26%
Guyasuta Investment Advisors Inc675$384.6K0.02%
Edgestream Partners, L.P.633$360.6K0.02%
Walleye Capital LLC605$344.6K0.00%
Rappaport Reiches Capital Management, LLC604$343.8K0.09%
Benjamin Edwards Inc600$341.8K0.00%
AQR Capital Management LLC550$313.6K0.00%
Argent Financial Group, Inc.544$309.9K0.04%
McElhenny Sheffield Capital Management, LLC535$304.8K0.10%
Fermata Advisors, LLC510$290.6K0.06%
Index Fund Advisors, Inc.503$286.5K0.02%
Citizens Business Bank475$270.6K0.05%
Financial Council Asset Management Inc473$269.4K0.14%
Stokes Family Office, LLC452$257.5K0.03%
Park Avenue Securities LLC437$249.0K0.00%
Betterment LLC427$243.0K0.00%
Capital Asset Advisory Services LLC426$240.9K0.01%
JustInvest LLC415$236.4K0.00%
Kickstand Ventures, LLC.411$234.1K0.06%
First American Trust, FSB398$226.7K0.02%
Hengehold Capital Management LLC397$226.2K0.02%
Global Assets Advisory, LLC400$226.0K0.12%
Objective Capital Management, LLC392$223.1K0.13%
Virtue Capital Management, LLC384$218.7K0.04%
Vivaldi Capital Management, LLC376$214.0K0.06%
Nations Financial Group Inc,373$212.9K0.02%
Northeast Investment Management372$211.9K0.01%
Lee Danner & Bass Inc369$210.0K0.01%
Jacobs & Co370$210.0K0.02%
YHB Investment Advisors, Inc.368$209.6K0.02%
Lowery Thomas, LLC364$207.3K0.14%
Cora Capital Advisors LLC363$206.8K0.10%
Univest Financial Corp361$205.9K0.01%
Lumbard & Kellner, LLC360$205.1K0.09%
Wealthcare Capital Management LLC359$204.5K0.02%
Graybill Bartz & Assoc Ltd356$202.8K0.08%
American Capital Management Inc353$201.1K0.01%
Oarsman Capital, Inc.340$193.7K0.04%
Darwin Advisors, LLC304$172.9K0.05%
Flaharty Asset Management, LLC278$158.4K0.02%
Northwest Financial Advisors275$156.7K0.12%
Macquarie Group Ltd259$147.5K0.00%
Independence Bank of Kentucky236$134.4K0.03%
Northwest Investment Counselors, LLC159$90.4K0.02%
FSA Wealth Management LLC145$82.6K0.03%
Peterson Financial Group, Inc.119$68.0K0.26%
CoreFirst Bank & Trust70$39.9K0.02%
Alpine Bank Wealth Management60$34.2K0.01%
DiNuzzo Private Wealth, Inc.50$28.2K0.00%
Golden State Equity Partners36$20.5K0.00%
Olistico Wealth, LLC35$19.9K0.01%
Jaffetilchin Investment Partners, LLC20$11.5K0.00%
Fortitude Family Office, LLC10$5.70K0.00%
Hemington Wealth Management2$1.00K0.00%

Sold out (55)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MDY in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Cercano Management LLC83,934$45.0M
Modern Wealth Management, LLC76,178$40.8M
Pinkerton Retirement Specialists, LLC63,618$34.0M
Passaic Partners LLC50,258$26.9M
Millennium Management LLC38,825$20.8M
BW Gestao de Investimentos Ltda.28,645$15.3M
Squarepoint Ops LLC27,537$14.7M
Mirabella Financial Services LLP7,400$3.96M
Sharp Financial Services, LLC6,783$3.63M
Boston Private Wealth LLC5,345$2.86M
EWG Elevate Inc.3,639$1.95M
OneAscent Financial Services LLC3,214$1.72M
ExodusPoint Capital Management, LP2,860$1.53M
Central Pacific Bank - Trust Division1,875$1.00M
RPS Advisory Solutions LLC1,732$926.8K
Financial Services Advisory Inc1,542$825.1K
Jane Street Group, LLC1,405$751.8K
Scientech Research LLC1,338$715.9K
Schrum Private Wealth Management LLC1,298$694.8K
Independent Advisor Alliance1,200$642.1K
CenterStar Asset Management, LLC1,003$536.2K
M Holdings Securities, Inc.973$520.0K
Bayesian Capital Management, LP924$494.4K
Marshall Wace, LLP752$402.4K
Quantinno Capital Management LP682$364.9K
Lakeview Capital Partners, LLC577$321.3K
XTX Topco Ltd572$306.1K
Everpar Advisors LLC568$303.9K
Thrive Wealth Management, LLC535$286.3K
Oppenheimer Asset Management Inc.482$257.9K
Guild Investment Management, Inc.475$255.1K
Vantage Financial Partners, LLC428$229.1K
ProVise Management Group, LLC425$227.4K
Measured Wealth Private Client Group, LLC417$223.1K
Pictet & Cie (Europe) SA400$214.0K
EPG Wealth Management LLC0$205.8K
Garde Capital, Inc.362$194.0K
Wetzel Investment Advisors, Inc.271$150.8K
Icon Wealth Advisors, LLC204$115.6K
Great Lakes Retirement, Inc.166$89.2K
RFP Financial Group LLC135$72.2K
Beaird Harris Wealth Management, LLC125$66.9K
Newton One Investments LLC121$64.9K
Register Financial Advisors LLC99$53.1K
Cypress Capital, LLC91$48.7K
Family Firm, Inc.79$42.2K
Chris Bulman Inc57$30.5K
Global Trust Asset Management, LLC56$30.0K
Dogwood Wealth Management LLC51$27.3K
Addison Advisors LLC50$26.8K
Redwood Wealth Management Group, LLC44$23.5K
Highline Wealth Partners LLC32$17.1K
Opal Wealth Advisors, LLC26$13.9K
Castleview Partners, LLC13$6.96K
Triad Wealth Partners, LLC9$4.82K

Not filed for Q3 2024 yet (17)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDY in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Arvest Trust Co N A244,564$130.9M
Hyman Charles D77,241$41.3M
BlackRock Inc.56,045$30.0M
Buckingham Strategic Wealth, LLC33,401$17.9M
Victory Financial Group, LLC15,799$8.45M
Vantage Financial Partners Ltd., Inc.9,941$5.32M
Hoylecohen, LLC4,587$2.45M
Wunderlich Capital Managemnt2,670$1.43M
Benjamin F. Edwards & Company, Inc.2,524$1.35M
Walden Wealth Partners LLC2,122$1.14M
Private Ocean, LLC1,119$598.9K
Gratus Capital LLC929$496.9K
Abbrea Capital, LLC797$428.0K
Members Wealth LLC583$337.5K
Spotlight Asset Group, Inc.613$328.0K
Coordinated Financial Services, Inc.590$315.5K
Heritage Trust Co544$291.1K