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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 6,365 | $3.63M | 0.06% | +6,365 | New |
| Stephenson National Bank & Trust | 6,392 | $3.64M | 1.16% | 00.0% | Unchanged |
| Greenleaf Trust | 6,420 | $3.66M | 0.03% | +1,174+22.4% | Added |
| Summit Wealth Partners, LLC | 6,478 | $3.69M | 0.71% | −17−0.3% | Reduced |
| Matrix Asset Advisors Inc | 6,514 | $3.71M | 0.41% | +1,248+23.7% | Added |
| United Capital Financial Advisers, LLC | 6,544 | $3.73M | 0.03% | −171−2.5% | Reduced |
| Apollon Wealth Management, LLC | 6,547 | $3.73M | 0.11% | +33+0.5% | Added |
| Prospera Financial Services Inc | 6,592 | $3.76M | 0.10% | −30.0% | Reduced |
| Glen Eagle Advisors, LLC | 6,596 | $3.76M | 0.63% | +41+0.6% | Added |
| Sigma Planning Corp | 6,636 | $3.78M | 0.12% | −2,923−30.6% | Reduced |
| Paulson Wealth Management Inc. | 6,658 | $3.79M | 1.01% | +819+14.0% | Added |
| Jordan Park Group LLC | 6,660 | $3.79M | 0.26% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 6,687 | $3.81M | 0.21% | +63+1.0% | Added |
| Sentinel Trust Co Lba | 6,689 | $3.81M | 0.43% | −136−2.0% | Reduced |
| Equitable Holdings, Inc. | 6,691 | $3.81M | 0.04% | +909+15.7% | Added |
| International Assets Investment Management, LLC | 2,172,826 | $3.81M | 0.02% | +2,169,344+62,301.7% | Added |
| Bailard, Inc. | 6,713 | $3.82M | 0.10% | −45−0.7% | Reduced |
| Bristlecone Advisors, LLC | 6,754 | $3.85M | 0.31% | +380+6.0% | Added |
| Union Savings Bank | 6,825 | $3.89M | 1.91% | −178−2.5% | Reduced |
| Davis R M Inc | 6,874 | $3.92M | 0.08% | −35−0.5% | Reduced |
| Yousif Capital Management, LLC | 6,879 | $3.92M | 0.04% | −4,350−38.7% | Reduced |
| Proficio Capital Partners LLC | 6,960 | $3.96M | 0.39% | +986+16.5% | Added |
| JMG Financial Group, Ltd. | 7,012 | $3.99M | 0.14% | −37−0.5% | Reduced |
| Renaissance Investment Group LLC | 7,099 | $4.04M | 0.84% | −224−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 7,106 | $4.05M | 0.13% | −60−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 7,112 | $4.05M | 0.05% | +7+0.1% | Added |
| Breakwater Capital Group | 7,184 | $4.09M | 0.82% | +679+10.4% | Added |
| Haverford Trust Co | 7,199 | $4.10M | 0.04% | +100+1.4% | Added |
| Midwest Financial Group LLC | 7,233 | $4.12M | 2.42% | +69+1.0% | Added |
| GWM Advisors LLC | 7,297 | $4.16M | 0.03% | +774+11.9% | Added |
| North Star Investment Management Corp. | 7,396 | $4.21M | 0.29% | +230+3.2% | Added |
| Oppenheimer & Co Inc | 7,399 | $4.21M | 0.06% | −3,050−29.2% | Reduced |
| Perigon Wealth Management, LLC | 7,441 | $4.24M | 0.11% | +622+9.1% | Added |
| Segment Wealth Management, LLC | 7,490 | $4.27M | 0.29% | −71−0.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,538 | $4.29M | 1.63% | −30.0% | Reduced |
| Fifth Third Bancorp | 7,525 | $4.29M | 0.02% | +1,495+24.8% | Added |
| Sonata Capital Group Inc | 7,583 | $4.32M | 1.83% | −576−7.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,593 | $4.33M | 0.23% | −37−0.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,595 | $4.33M | 1.79% | −81−1.1% | Reduced |
| Harbour Investments, Inc. | 7,669 | $4.37M | 0.13% | −140−1.8% | Reduced |
| Keybank National Association | 7,697 | $4.38M | 0.02% | −164−2.1% | Reduced |
| Weil Company, Inc. | 7,702 | $4.39M | 1.44% | −326−4.1% | Reduced |
| Evensky & Katz LLC | 7,754 | $4.42M | 0.29% | −52−0.7% | Reduced |
| Lynx Capital Group Ltd | 7,776 | $4.43M | 2.87% | +173+2.3% | Added |
| Wetherby Asset Management Inc | 7,811 | $4.45M | 0.20% | +15+0.2% | Added |
| Bay Rivers Group | 7,969 | $4.54M | 2.26% | +33+0.4% | Added |
| Intrepid Financial Planning Group LLC | 7,980 | $4.55M | 1.95% | −434−5.2% | Reduced |
| RSM US Wealth Management LLC | 8,075 | $4.56M | 0.07% | −583−6.7% | Reduced |
| Summit Financial, LLC | 8,014 | $4.58M | 0.18% | +1,774+28.4% | Added |
| Barrett & Company, Inc. | 8,038 | $4.58M | 1.98% | −90−1.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,053 | $4.59M | 1.53% | +187+2.4% | Added |
| Highview Capital Management LLC | 8,133 | $4.63M | 1.88% | +22+0.3% | Added |
| Modera Wealth Management, LLC | 8,152 | $4.64M | 0.06% | −287−3.4% | Reduced |
| Green Square Capital Advisors LLC | 8,220 | $4.68M | 0.66% | −376−4.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,223 | $4.68M | 2.52% | −81−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 8,266 | $4.71M | 0.41% | −361−4.2% | Reduced |
| CMG Global Holdings, LLC | 8,350 | $4.76M | 2.69% | +51+0.6% | Added |
| AMG National Trust Bank | 8,406 | $4.79M | 0.13% | −5,360−38.9% | Reduced |
| Allworth Financial LP | 8,415 | $4.79M | 0.03% | +59+0.7% | Added |
| NBW Capital LLC | 8,698 | $4.95M | 0.93% | +737+9.3% | Added |
| Ti-Trust, Inc | 8,708 | $4.96M | 3.55% | −76−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 8,904 | $5.07M | 0.06% | −777−8.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | −104−1.1% | Reduced |
| Associated Banc-Corp | 9,046 | $5.15M | 0.15% | −95−1.0% | Reduced |
| Newport Capital Group, LLC | 9,056 | $5.16M | 3.80% | +230+2.6% | Added |
| Financial Engines Advisors L.L.C. | 9,036 | $5.16M | 0.01% | −139−1.5% | Reduced |
| G&S Capital LLC | 9,073 | $5.17M | 2.17% | +185+2.1% | Added |
| Balboa Wealth Partners | 9,112 | $5.19M | 1.29% | −2,033−18.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9,120 | $5.21M | 0.12% | +332+3.8% | Added |
| HSBC Holdings PLC | 9,189 | $5.23M | 0.00% | −5,270−36.4% | Reduced |
| Sentinus, LLC | 100,848 | $5.33M | 2.00% | +98,590+4,366.3% | Added |
| Central Trust Co | 9,388 | $5.35M | 0.13% | −140−1.5% | Reduced |
| Motco | 9,442 | $5.38M | 0.54% | −69−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.38M | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,496 | $5.41M | 0.11% | +2,296+31.9% | Added |
| Bokf, NA | 9,606 | $5.42M | 0.10% | −215−2.2% | Reduced |
| Sageworth Trust Co | 9,582 | $5.46M | 0.33% | +76+0.8% | Added |
| HB Wealth Management, LLC | 9,687 | $5.52M | 0.06% | +9+0.1% | Added |
| Mayflower Financial Advisors, LLC | 9,693 | $5.52M | 0.83% | −189−1.9% | Reduced |
| Resonant Capital Advisors, LLC | 9,719 | $5.55M | 0.41% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 9,751 | $5.55M | 1.05% | −296−2.9% | Reduced |
| Bank of New Hampshire | 9,759 | $5.56M | 1.39% | −202−2.0% | Reduced |
| Court Place Advisors, LLC | 9,773 | $5.57M | 1.62% | +946+10.7% | Added |
| Firestone Capital Management | 9,848 | $5.61M | 1.41% | −236−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 9,878 | $5.63M | 0.24% | +263+2.7% | Added |
| RBF Capital, LLC | 10,000 | $5.70M | 0.29% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,073 | $5.74M | 0.10% | −30−0.3% | Reduced |
| Lodestar Private Asset Management LLC | 10,121 | $5.77M | 0.73% | +136+1.4% | Added |
| Gries Financial LLC | 10,350 | $5.90M | 1.10% | +120+1.2% | Added |
| Ieq Capital, LLC | 10,356 | $5.90M | 0.07% | +2,435+30.7% | Added |
| Bryn Mawr Trust Co | 10,382 | $5.91M | 0.11% | +9,441+1,003.3% | Added |
| Leavell Investment Management, Inc. | 10,690 | $6.11M | 0.30% | +500+4.9% | Added |
| Retirement Income Solutions, Inc | 10,760 | $6.13M | 1.40% | −25−0.2% | Reduced |
| Adirondack Trust Co | 10,770 | $6.14M | 2.36% | −145−1.3% | Reduced |
| Diversified Portfolios, Inc. | 10,871 | $6.19M | 0.70% | −38−0.3% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.24M | 3.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,268 | $6.27M | 0.04% | +2,386+30.3% | Added |
| First Horizon Advisors, Inc. | 11,018 | $6.28M | 0.17% | +132+1.2% | Added |
| Pegasus Partners Ltd. | 11,032 | $6.28M | 0.59% | −93−0.8% | Reduced |
| Hanover Advisors Inc | 11,071 | $6.31M | 2.65% | +111+1.0% | Added |