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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 11,450 | $6.52M | 0.08% | −323−2.7% | Reduced |
| Palisade Asset Management, LLC | 11,572 | $6.59M | 0.65% | +110+1.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,611 | $6.61M | 0.63% | +124+1.1% | Added |
| TKG Advisors, LLC | 11,652 | $6.64M | 3.28% | +337+3.0% | Added |
| Goelzer Investment Management, Inc. | 11,653 | $6.64M | 0.36% | −283−2.4% | Reduced |
| Inspire Trust Co, N.A. | 11,822 | $6.73M | 1.85% | +1,900+19.1% | Added |
| Community Bank, N.A. | 11,880 | $6.77M | 0.85% | −77−0.6% | Reduced |
| Rothschild Capital Partners, LLC | 12,087 | $6.89M | 1.92% | +10,625+726.7% | Added |
| Dakota Wealth Management | 12,126 | $6.91M | 0.16% | −78−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 12,238 | $6.97M | 0.29% | −45−0.4% | Reduced |
| Synovus Financial Corp | 12,245 | $6.98M | 0.08% | +435+3.7% | Added |
| BlueCrest Capital Management Ltd | 12,500 | $7.12M | 1.69% | +12,500 | New |
| Meridian Wealth Advisors, LLC | 12,669 | $7.22M | 1.21% | −124−1.0% | Reduced |
| Colorado Capital Management, Inc. | 12,799 | $7.29M | 3.60% | −357−2.7% | Reduced |
| Grove Bank & Trust | 12,900 | $7.35M | 1.09% | −1,913−12.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,873 | $7.45M | 3.91% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 13,102 | $7.46M | 0.33% | +400+3.1% | Added |
| Private Advisor Group, LLC | 13,371 | $7.62M | 0.05% | +364+2.8% | Added |
| Busey Wealth Management | 13,546 | $7.72M | 0.25% | −43−0.3% | Reduced |
| Pacific Center for Financial Services | 13,572 | $7.73M | 2.04% | −543−3.8% | Reduced |
| Boyd Watterson Asset Management LLC | 13,680 | $7.79M | 2.14% | 00.0% | Unchanged |
| Unionview, LLC | 13,722 | $7.82M | 6.08% | +28+0.2% | Added |
| Smith Anglin Financial, LLC | 13,740 | $7.83M | 0.75% | −76−0.6% | Reduced |
| RMR Wealth Builders | 14,026 | $7.99M | 0.85% | −163−1.1% | Reduced |
| Chesley Taft & Associates LLC | 14,081 | $8.02M | 0.38% | −45−0.3% | Reduced |
| Linscomb & Williams, Inc. | 14,124 | $8.05M | 0.40% | −4,988−26.1% | Reduced |
| Boston Family Office LLC | 14,180 | $8.08M | 0.55% | −236−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 14,189 | $8.08M | 4.72% | +107+0.8% | Added |
| Legal & General Group Plc | 14,200 | $8.09M | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 14,235 | $8.11M | 0.01% | −1,367−8.8% | Reduced |
| Csenge Advisory Group | 14,243 | $8.20M | 0.43% | +516+3.8% | Added |
| Madison Park Capital Advisors, LLC | 14,501 | $8.26M | 6.19% | +105+0.7% | Added |
| Madison Asset Management, LLC | 14,503 | $8.26M | 0.09% | −2,004−12.1% | Reduced |
| Means Investment Co., Inc. | 14,517 | $8.27M | 0.92% | −249−1.7% | Reduced |
| Walleye Trading LLC | 14,623 | $8.33M | 0.20% | +14,623 | New |
| Granite FO LLC | 14,756 | $8.41M | 4.76% | +115+0.8% | Added |
| Wealthspire Advisors, LLC | 15,006 | $8.55M | 0.09% | +3,326+28.5% | Added |
| KCM Investment Advisors LLC | 15,401 | $8.77M | 0.30% | −357−2.3% | Reduced |
| Raymond James Trust N.A. | 15,442 | $8.80M | 0.19% | −662−4.1% | Reduced |
| Tiaa Trust, National Association | 15,559 | $8.86M | 0.03% | −376−2.4% | Reduced |
| Two Sigma Investments, LP | 15,600 | $8.89M | 0.02% | +15,600 | New |
| Pensionmark Financial Group, LLC | 15,694 | $8.94M | 0.28% | −595−3.7% | Reduced |
| Canopy Partners, LLC | 15,806 | $9.00M | 3.88% | +1,533+10.7% | Added |
| Capstone Financial Advisors, Inc. | 16,112 | $9.18M | 0.56% | −104−0.6% | Reduced |
| GFS Advisors, LLC | 16,143 | $9.20M | 1.95% | +685+4.4% | Added |
| Boston Financial Mangement LLC | 16,180 | $9.22M | 0.27% | −202−1.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,831 | $9.26M | 0.07% | +6,334+55.1% | Added |
| Franklin Resources Inc | 16,107 | $9.33M | 0.00% | +1,837+12.9% | Added |
| Mercer Global Advisors Inc | 16,588 | $9.40M | 0.02% | −415−2.4% | Reduced |
| Howard Capital Management Inc. | 16,566 | $9.44M | 0.16% | −76−0.5% | Reduced |
| Evercore Wealth Management, LLC | 16,578 | $9.44M | 0.14% | −148−0.9% | Reduced |
| Mechanics Bank Trust Department | 16,914 | $9.64M | 1.28% | −301−1.7% | Reduced |
| Terry L. Blaker | 17,014 | $9.69M | 0.37% | −944−5.3% | Reduced |
| Agf Management Ltd | 17,018 | $9.69M | 0.05% | −44−0.3% | Reduced |
| Kingfisher Capital LLC | 17,030 | $9.70M | 2.22% | −802−4.5% | Reduced |
| Legacy Advisors, LLC | 17,065 | $9.72M | 1.05% | +9+0.1% | Added |
| Prescott Group Capital Management, L.L.C. | 17,083 | $9.73M | 1.41% | −6,000−26.0% | Reduced |
| Brown Brothers Harriman & Co | 17,152 | $9.77M | 0.07% | −60−0.3% | Reduced |
| Hummer Financial Advisory Services Inc | 17,138 | $9.79M | 7.70% | 00.0% | Unchanged |
| Fifth Third Securities, Inc. | 17,307 | $9.86M | 0.93% | −246−1.4% | Reduced |
| SG Americas Securities, LLC | 17,585 | $10.0M | 0.04% | −81,863−82.3% | Reduced |
| Harbour Trust & Investment Management Co | 17,612 | $10.0M | 1.14% | −50−0.3% | Reduced |
| Central Bank & Trust Co | 17,799 | $10.1M | 1.40% | −100−0.6% | Reduced |
| NBT Bank N A | 17,800 | $10.1M | 0.68% | −385−2.1% | Reduced |
| Arvest Investments, Inc. | 17,847 | $10.2M | 1.54% | +133+0.8% | Added |
| MetLife Investment Management | 18,300 | $10.4M | 0.06% | −44,400−70.8% | Reduced |
| Nixon Peabody Trust Co | 18,498 | $10.5M | 0.88% | −113−0.6% | Reduced |
| GTS Securities LLC | 18,562 | $10.6M | 0.21% | +2,746+17.4% | Added |
| Ameritas Investment Partners, Inc. | 19,045 | $10.8M | 0.35% | +7,000+58.1% | Added |
| Peddock Capital Advisors, LLC | 19,072 | $10.9M | 2.61% | +1,350+7.6% | Added |
| Bordeaux Wealth Advisors LLC | 19,324 | $11.0M | 1.99% | +140+0.7% | Added |
| Country Club Bank | 19,366 | $11.0M | 0.74% | −436−2.2% | Reduced |
| Lutz Financial Services LLC | 19,518 | $11.1M | 0.90% | −54−0.3% | Reduced |
| First Financial Bank - Trust Division | 19,728 | $11.2M | 1.03% | −145−0.7% | Reduced |
| jvl associates llc | 19,911 | $11.3M | 4.37% | −10.0% | Reduced |
| Exchange Capital Management, Inc. | 20,296 | $11.6M | 1.84% | −473−2.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,461 | $11.7M | 3.11% | −20,600−50.2% | Reduced |
| Old National Bancorp | 20,547 | $11.7M | 0.27% | +868+4.4% | Added |
| Trifecta Capital Advisors, LLC | 20,614 | $11.7M | 2.46% | −214−1.0% | Reduced |
| Callan Family Office, LLC | 20,712 | $11.8M | 1.98% | +1,594+8.3% | Added |
| Mill Creek Capital Advisors, LLC | 21,141 | $12.0M | 0.29% | −90−0.4% | Reduced |
| Thrivent Financial for Lutherans | 21,474 | $12.2M | 0.02% | +18,755+689.8% | Added |
| Victory Capital Management Inc | 22,300 | $12.7M | 0.01% | +14,200+175.3% | Added |
| CWM, LLC | 22,378 | $12.7M | 0.05% | +1,685+8.1% | Added |
| SlateStone Wealth, LLC | 22,635 | $12.9M | 1.16% | −80−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 22,705 | $12.9M | 0.08% | +674+3.1% | Added |
| Caldwell Trust Co | 22,875 | $13.0M | 1.37% | −435−1.9% | Reduced |
| MCF Advisors LLC | 23,017 | $13.1M | 0.92% | −18−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 23,719 | $13.5M | 0.36% | +20,338+601.5% | Added |
| Carnegie Capital Asset Management, LLC | 24,077 | $13.7M | 0.40% | −242−1.0% | Reduced |
| Shapiro Capital Management LLC | 24,400 | $13.9M | 0.43% | +6,300+34.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 24,704 | $14.1M | 4.28% | +55+0.2% | Added |
| IMC-Chicago, LLC | 24,903 | $14.2M | 0.41% | +24,903 | New |
| Wellspring Financial Advisors, LLC | 24,909 | $14.2M | 1.69% | −781−3.0% | Reduced |
| Black Swift Group, LLC | 25,308 | $14.4M | 3.18% | +25,308 | New |
| Savant Capital, LLC | 25,428 | $14.5M | 0.12% | +198+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 25,493 | $14.5M | 0.28% | +831+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 25,587 | $14.6M | 0.13% | +1,324+5.5% | Added |
| D. E. Shaw & Co., Inc. | 26,277 | $15.0M | 0.02% | −542−2.0% | Reduced |
| Youngs Advisory Group, Inc. | 26,611 | $15.2M | 6.28% | +520+2.0% | Added |