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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | 4,000 | $2.28M | 1.63% | −8−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 4,033 | $2.30M | 0.35% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,043 | $2.30M | 0.22% | +83+2.1% | Added |
| Transatlantique Private Wealth LLC | 4,055 | $2.31M | 0.89% | −74−1.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,061 | $2.31M | 0.09% | −222−5.2% | Reduced |
| Lionsbridge Wealth Management LLC | 4,080 | $2.32M | 1.84% | −38−0.9% | Reduced |
| David Loasby | 4,123 | $2.33M | 0.22% | +146+3.7% | Added |
| Umb Bank N A | 4,085 | $2.33M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,117 | $2.35M | 0.05% | −23−0.6% | Reduced |
| Flow Traders U.S. LLC | 4,143 | $2.36M | 0.12% | −5,659−57.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.36M | 0.63% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4,181 | $2.38M | 1.03% | +362+9.5% | Added |
| Lavaca Capital LLC | 4,200 | $2.39M | 1.15% | +4,200 | New |
| Baron Financial Group, LLC | 4,206 | $2.40M | 1.47% | −98−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 4,196 | $2.40M | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,197 | $2.40M | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,255 | $2.42M | 0.70% | +69+1.6% | Added |
| Element Wealth, LLC | 4,336 | $2.47M | 1.31% | −150−3.3% | Reduced |
| Veracity Capital LLC | 4,359 | $2.48M | 0.95% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,428 | $2.50M | 0.02% | +174+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,430 | $2.52M | 0.04% | −262−5.6% | Reduced |
| Venturi Wealth Management, LLC | 4,472 | $2.55M | 0.13% | +50+1.1% | Added |
| Coastline Trust Co | 4,472 | $2.55M | 0.30% | +113+2.6% | Added |
| Davidson Trust Co | 4,495 | $2.56M | 1.32% | 00.0% | Unchanged |
| Graypoint LLC | 4,497 | $2.56M | 0.16% | +10.0% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.56M | 0.62% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,513 | $2.57M | 0.03% | +27+0.6% | Added |
| InTrack Investment Management Inc | 4,534 | $2.58M | 1.83% | −75−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 4,554 | $2.59M | 0.26% | −58−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 4,556 | $2.60M | 0.43% | −365−7.4% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.60M | 0.64% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,576 | $2.61M | 0.13% | −4−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,579 | $2.61M | 0.29% | −2,208−32.5% | Reduced |
| Courier Capital LLC | 4,617 | $2.63M | 0.18% | −15−0.3% | Reduced |
| Tower View Investment Management & Research LLC | 4,657 | $2.65M | 1.45% | +104+2.3% | Added |
| Naples Global Advisors, LLC | 4,645 | $2.65M | 0.25% | −30−0.6% | Reduced |
| Johnson Financial Group, Inc. | 4,648 | $2.66M | 0.12% | −1,595−25.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,689 | $2.67M | 0.13% | −213−4.3% | Reduced |
| Precedent Wealth Partners, LLC | 4,691 | $2.67M | 0.88% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,699 | $2.68M | 0.47% | −165−3.4% | Reduced |
| Merit Financial Group, LLC | 4,718 | $2.69M | 0.06% | −203−4.1% | Reduced |
| New England Private Wealth Advisors LLC | 4,721 | $2.69M | 0.43% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,707 | $2.69M | 0.33% | +387+9.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,739 | $2.70M | 1.07% | +77+1.7% | Added |
| Sterling Investment Advisors, Ltd. | 4,755 | $2.71M | 0.69% | −96−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 4,794 | $2.73M | 0.04% | +19+0.4% | Added |
| DRW Securities, LLC | 4,822 | $2.75M | 0.15% | +3,076+176.2% | Added |
| St. Johns Investment Management Company, LLC | 4,870 | $2.77M | 1.30% | −149−3.0% | Reduced |
| Meridian Investment Counsel Inc. | 4,890 | $2.79M | 0.84% | +1,497+44.1% | Added |
| Northstar Asset Management LLC | 4,895 | $2.79M | 0.64% | −225−4.4% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.80M | 0.68% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,950 | $2.82M | 1.09% | +486+10.9% | Added |
| IFG Advisory, LLC | 4,976 | $2.84M | 0.18% | −100−2.0% | Reduced |
| Spinnaker Trust | 4,999 | $2.85M | 0.18% | −20.0% | Reduced |
| J.W. Cole Advisors, Inc. | 5,022 | $2.86M | 0.12% | −78−1.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,035 | $2.87M | 0.15% | −155−3.0% | Reduced |
| Shoker Investment Counsel, Inc. | 5,040 | $2.87M | 0.97% | +8+0.2% | Added |
| Sound Income Strategies, LLC | 5,058 | $2.88M | 0.19% | +5,058 | New |
| Advisory Services Network, LLC | 5,420 | $2.90M | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 5,098 | $2.90M | 0.12% | 00.0% | Unchanged |
| Sabal Trust CO | 5,102 | $2.91M | 0.16% | −90−1.7% | Reduced |
| Vanguard Group Inc | 5,116 | $2.91M | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,174 | $2.95M | 0.03% | −5−0.1% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.96M | 0.31% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,207 | $2.97M | 0.27% | −159−3.0% | Reduced |
| Pegasus Asset Management, Inc. | 5,230 | $2.98M | 1.14% | −210−3.9% | Reduced |
| Woodstock Corp | 5,248 | $2.99M | 0.29% | +27+0.5% | Added |
| Diversified Trust Co | 5,275 | $3.00M | 0.08% | +399+8.2% | Added |
| Delta Financial Group, Inc. | 5,299 | $3.02M | 1.12% | +186+3.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,382 | $3.07M | 0.01% | +5,382 | New |
| Snowden Capital Advisors LLC | 5,396 | $3.08M | 0.09% | +74+1.4% | Added |
| Joel Isaacson & Co., LLC | 5,456 | $3.11M | 0.15% | −33−0.6% | Reduced |
| Global Retirement Partners, LLC | 5,458 | $3.11M | 0.09% | −45−0.8% | Reduced |
| PFG Advisors | 5,491 | $3.13M | 0.20% | +475+9.5% | Added |
| Salomon & Ludwin, LLC | 5,606 | $3.19M | 0.33% | −1,041−15.7% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.22M | 0.77% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,710 | $3.25M | 0.09% | −248−4.2% | Reduced |
| Keeley-Teton Advisors, LLC | 5,710 | $3.25M | 0.36% | +21+0.4% | Added |
| Audent Global Asset Management, LLC | 5,712 | $3.25M | 5.55% | −33−0.6% | Reduced |
| Signature Securities Group Corporation | 5,700 | $3.26M | 0.83% | +152+2.7% | Added |
| Silvercrest Asset Management Group LLC | 5,802 | $3.30M | 0.02% | +24+0.4% | Added |
| Eastern Bank | 5,866 | $3.34M | 0.06% | +5,866 | New |
| Manufacturers Life Insurance Company, The | 5,899 | $3.36M | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,906 | $3.36M | 2.48% | −13−0.2% | Reduced |
| Romano Brothers and Company | 5,982 | $3.41M | 0.42% | 00.0% | Unchanged |
| Keystone Financial Group | 5,984 | $3.41M | 0.44% | +5,984 | New |
| Fiduciary Trust Co | 6,091 | $3.47M | 0.05% | −5−0.1% | Reduced |
| National Asset Management, Inc. | 6,146 | $3.50M | 0.10% | +1,138+22.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,162 | $3.51M | 0.01% | +275+4.7% | Added |
| First Citizens Bank & Trust Co | 6,177 | $3.52M | 0.08% | −161−2.5% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.53M | 1.94% | +6,200 | New |
| Clear Point Advisors Inc. | 6,228 | $3.55M | 2.74% | +8+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,254 | $3.56M | 0.11% | +3,691+144.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,257 | $3.56M | 0.13% | −148−2.3% | Reduced |
| Ballentine Partners, LLC | 6,291 | $3.58M | 0.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $3.59M | 0.28% | 00.0% | Unchanged |
| RVW Wealth, LLC | 6,303 | $3.59M | 0.33% | −392−5.9% | Reduced |
| IFP Advisors, Inc | 6,309 | $3.59M | 0.13% | −597−8.6% | Reduced |
| Gould Asset Management LLC | 6,316 | $3.60M | 0.77% | −20−0.3% | Reduced |
| Charter Research & Investment Group, Inc. | 6,346 | $3.62M | 2.67% | +157+2.5% | Added |