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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 0 | $134 | 0.00% | −250−100.0% | Reduced |
| Hemington Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Transcendent Capital Group LLC | 3 | $1.71K | 0.00% | +2+200.0% | Added |
| Caldwell Sutter Capital, Inc. | 7 | $3.99K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8 | $4.56K | 0.00% | −1−11.1% | Reduced |
| Fairscale Capital, LLC | 8 | $4.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $5.13K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $5.70K | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 12 | $6.84K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13 | $7.41K | 0.00% | −6−31.6% | Reduced |
| HHM Wealth Advisors, LLC | 13 | $7.41K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $7.41K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14 | $7.97K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $8.54K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $9.12K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 16 | $9.12K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 16 | $9.32K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $10.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $10.8K | 0.01% | – | – |
| CKW Financial Group | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 20 | $11.5K | 0.00% | +20 | New |
| Ridgewood Investments LLC | 22 | $12.5K | 0.01% | −25−53.2% | Reduced |
| Arlington Trust Co LLC | 22 | $12.5K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $14.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $14.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 25 | $14.2K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 25 | $14.4K | 0.01% | −1−3.8% | Reduced |
| Gables Capital Management Inc. | 27 | $15.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $17.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $17.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $18.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 35 | $19.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 35 | $19.9K | 0.00% | −20−36.4% | Reduced |
| Olistico Wealth, LLC | 35 | $19.9K | 0.01% | +35 | New |
| Golden State Equity Partners | 36 | $20.5K | 0.00% | +36 | New |
| Capital Analysts, LLC | 39 | $22.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $25.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $25.9K | 0.00% | +1+2.2% | Added |
| Ruedi Wealth Management, Inc. | 46 | $26.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 47 | $26.5K | 0.00% | +1+2.2% | Added |
| DiNuzzo Private Wealth, Inc. | 50 | $28.2K | 0.00% | +50 | New |
| CBIZ Investment Advisory Services, LLC | 49 | $28.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $28.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $28.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 50 | $28.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $28.5K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 52 | $29.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $29.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 53 | $30.0K | 0.02% | −477−90.0% | Reduced |
| Evolution Advisers, Inc. | 54 | $30.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 53 | $30.2K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 55 | $31.3K | 0.00% | −131,915−100.0% | Reduced |
| Piscataqua Savings Bank | 56 | $31.9K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 60 | $34.2K | 0.01% | +56+1,400.0% | Added |
| Alpine Bank Wealth Management | 60 | $34.2K | 0.01% | +60 | New |
| Chilton Capital Management LLC | 61 | $34.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 70 | $39.9K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $39.9K | 0.02% | +70 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $40.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 79 | $45.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $46.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $48.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $49.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 88 | $50.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $51.3K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $51.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 90 | $51.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $51.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 92 | $52.4K | 0.00% | −149−61.8% | Reduced |
| Islay Capital Management, LLC | 98 | $55.8K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 99 | $56.4K | 0.03% | +43+76.8% | Added |
| Toronto Dominion Bank | 100 | $57.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $57.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $57.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 100 | $57.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $57.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 101 | $58.0K | 0.00% | −81−44.5% | Reduced |
| Criterion Capital Advisors, LLC | 114 | $61.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $66.0K | 0.02% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 119 | $68.0K | 0.26% | +119 | New |
| Washington Trust Advisors, Inc. | 125 | $71.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $71.2K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $71.5K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 119 | $71.7K | 0.05% | 00.0% | Unchanged |
| Rogco, LP | 130 | $74.1K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $75.8K | 0.02% | +109+454.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 136 | $77.5K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $80.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 145 | $82.6K | 0.03% | +145 | New |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $85.4K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $85.8K | 0.01% | −1−0.7% | Reduced |
| Northwest Investment Counselors, LLC | 159 | $90.4K | 0.02% | +159 | New |