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 |
|---|---|---|---|---|---|
| Commerce Bank | 26,872 | $15.3M | 0.09% | +248+0.9% | Added |
| MML Investors Services, LLC | 26,949 | $15.4M | 0.06% | +3,083+12.9% | Added |
| FMR LLC | 27,731 | $15.8M | 0.00% | +1,426+5.4% | Added |
| Hancock Whitney Corp | 28,378 | $16.2M | 0.52% | +42+0.1% | Added |
| Atria Wealth Solutions, Inc. | 28,518 | $16.3M | 0.18% | −467−1.6% | Reduced |
| Simmons Bank | 28,771 | $16.4M | 1.19% | −730−2.5% | Reduced |
| Lido Advisors, LLC | 29,158 | $16.6M | 0.12% | −2,958−9.2% | Reduced |
| Kestra Advisory Services, LLC | 29,159 | $16.6M | 0.09% | +8,050+38.1% | Added |
| Curbstone Financial Management Corp | 30,366 | $17.3M | 3.70% | −70−0.2% | Reduced |
| RMB Capital Management, LLC | 30,490 | $17.4M | 0.39% | −1,027−3.3% | Reduced |
| Glenmede Trust Co NA | 30,632 | $17.4M | 0.08% | +200+0.7% | Added |
| Citigroup Inc | 30,993 | $17.7M | 0.02% | −12,103−28.1% | Reduced |
| Barclays PLC | 31,585 | $18.0M | 0.01% | −38,877−55.2% | Reduced |
| Miracle Mile Advisors, LLC | 31,865 | $18.2M | 0.42% | −152−0.5% | Reduced |
| Trustmark National Bank Trust Department | 32,192 | $18.3M | 1.39% | +314+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 32,253 | $18.4M | 3.86% | +492+1.5% | Added |
| Vestor Capital, LLC | 32,302 | $18.4M | 1.45% | −574−1.7% | Reduced |
| Huntington National Bank | – | $18.6M | 0.14% | – | – |
| M&T Bank Corp | 32,788 | $18.7M | 0.06% | −2,626−7.4% | Reduced |
| Tandem Wealth Advisors LLC | 32,805 | $18.7M | 9.47% | +94+0.3% | Added |
| Bessemer Group Inc | 33,247 | $18.9M | 0.03% | +515+1.6% | Added |
| EP Wealth Advisors, LLC | 33,254 | $18.9M | 0.16% | +3,018+10.0% | Added |
| Pinnacle Financial Partners Inc | 33,324 | $19.0M | 0.38% | −1,830−5.2% | Reduced |
| Prio Wealth Limited Partnership | 33,445 | $19.1M | 0.56% | −216−0.6% | Reduced |
| GYL Financial Synergies, LLC | 33,450 | $19.1M | 1.43% | +451+1.4% | Added |
| Steele Capital Management, Inc. | 34,137 | $19.5M | 1.02% | −235−0.7% | Reduced |
| Comerica Bank | 35,012 | $19.9M | 0.08% | −4,271−10.9% | Reduced |
| Johnson Investment Counsel Inc | 35,762 | $20.4M | 0.20% | −1,032−2.8% | Reduced |
| 1st Source Bank | 36,005 | $20.5M | 1.16% | −20.0% | Reduced |
| Waldron Private Wealth LLC | 37,143 | $21.2M | 0.88% | −702−1.9% | Reduced |
| BlackRock, Inc. | 38,005 | $21.6M | 0.00% | +38,005 | New |
| Edge Capital Group, LLC | 38,933 | $22.2M | 0.98% | −805−2.0% | Reduced |
| Conning Inc. | 39,768 | $22.7M | 0.75% | −5,654−12.4% | Reduced |
| Janney Montgomery Scott LLC | 40,495 | $23.1M | 0.06% | −416−1.0% | Reduced |
| Qube Research & Technologies Ltd | 41,977 | $23.9M | 0.04% | +5,632+15.5% | Added |
| Colony Group, LLC | 42,191 | $24.0M | 0.08% | +31,655+300.4% | Added |
| IFG Advisors, LLC | 42,333 | $24.1M | 5.15% | +1,808+4.5% | Added |
| Granite Bay Wealth Management, LLC | 42,764 | $24.4M | 13.66% | +6,647+18.4% | Added |
| Kowal Investment Group, LLC | 43,102 | $24.6M | 4.52% | +1,007+2.4% | Added |
| LCM Capital Management Inc | 43,156 | $24.6M | 14.14% | +876+2.1% | Added |
| Klingman & Associates, LLC | 43,599 | $24.8M | 1.54% | −796−1.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,846 | $25.5M | 3.89% | +17,945+66.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,089 | $26.3M | 0.09% | +14,277+44.9% | Added |
| Retirement Systems of Alabama | 46,287 | $26.4M | 0.10% | −812−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 47,392 | $27.0M | 0.07% | +2,608+5.8% | Added |
| Cumberland Advisors Inc | 47,367 | $27.0M | 10.72% | +265+0.6% | Added |
| Citizens Financial Group Inc | 48,115 | $27.4M | 0.55% | −2,550−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 49,565 | $28.3M | 1.01% | −813−1.6% | Reduced |
| First Hawaiian Bank | 49,887 | $28.4M | 0.91% | −404−0.8% | Reduced |
| Cresset Asset Management, LLC | 50,320 | $28.7M | 0.11% | −687−1.3% | Reduced |
| Crewe Advisors LLC | 51,391 | $29.3M | 3.40% | +2,874+5.9% | Added |
| Oldfather Financial Services, LLC | 51,789 | $29.5M | 11.35% | −239−0.5% | Reduced |
| Clearstead Advisors, LLC | 51,845 | $29.5M | 0.46% | −1,831−3.4% | Reduced |
| Heritage Investors Management Corp | 52,313 | $29.8M | 0.99% | −1,644−3.0% | Reduced |
| Baird Financial Group, Inc. | 53,868 | $30.7M | 0.06% | −875−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 56,780 | $32.3M | 0.47% | −224−0.4% | Reduced |
| Pinnacle Associates Ltd | 65,142 | $33.1M | 0.57% | +513+0.8% | Added |
| Ascent Wealth Partners, LLC | 59,438 | $33.9M | 4.72% | +652+1.1% | Added |
| Advisor Group Holdings, Inc. | 59,947 | $34.2M | 0.08% | −7,106−10.6% | Reduced |
| Smith, Moore & Co. | 60,612 | $34.5M | 3.30% | +184+0.3% | Added |
| Massmutual Trust Co FSB | 61,086 | $34.8M | 0.99% | +1,012+1.7% | Added |
| Bartlett & Co. Wealth Management LLC | 61,650 | $35.2M | 0.51% | −40−0.1% | Reduced |
| Captrust Financial Advisors | 62,215 | $35.4M | 0.11% | +216+0.3% | Added |
| Divergent Planning, LLC | 63,830 | $36.3M | 13.54% | +1,904+3.1% | Added |
| Financial Counselors Inc | 65,668 | $37.4M | 0.55% | −218−0.3% | Reduced |
| Cetera Investment Advisers | 66,062 | $37.6M | 0.08% | −10,928−14.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,564 | $37.9M | 0.98% | +528+0.8% | Added |
| Envestnet Asset Management Inc | 68,709 | $39.1M | 0.01% | −1,744−2.5% | Reduced |
| Pittenger & Anderson Inc | 69,160 | $39.4M | 1.48% | −180−0.3% | Reduced |
| Blair William & Co | 69,479 | $39.6M | 0.12% | +1,050+1.5% | Added |
| Stifel Financial Corp | 69,509 | $39.6M | 0.04% | +13,100+23.2% | Added |
| Portland Global Advisors LLC | 71,661 | $40.8M | 5.13% | −669−0.9% | Reduced |
| Henshaw Capital LLC | 75,050 | $42.8M | 1.79% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 81,142 | $46.2M | 0.10% | −460−0.6% | Reduced |
| Hawk Ridge Capital Management LP | 85,624 | $48.8M | 2.10% | +85,624 | New |
| Susquehanna International Group, LLP | 88,383 | $50.3M | 0.09% | −10,482−10.6% | Reduced |
| Ameriprise Financial Inc | 91,221 | $52.0M | 0.01% | −34,449−27.4% | Reduced |
| Sandy Spring Bank | 94,124 | $53.6M | 2.21% | −220−0.2% | Reduced |
| Washington Trust Co | 96,211 | $54.8M | 1.92% | −2,605−2.6% | Reduced |
| Cerity Partners LLC | 97,549 | $55.6M | 0.12% | +2,021+2.1% | Added |
| Canada Pension Plan Investment Board | 100,000 | $57.0M | 0.05% | +100,000 | New |
| Mariner, LLC | 101,399 | $57.8M | 0.10% | −881−0.9% | Reduced |
| Truist Financial Corp | 107,371 | $61.2M | 0.10% | +3,396+3.3% | Added |
| Employees Retirement System of Texas | 108,500 | $61.8M | 0.53% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 109,059 | $62.2M | 0.14% | +2,022+1.9% | Added |
| Montag A & Associates Inc | 110,433 | $63.1M | 2.98% | +1,356+1.2% | Added |
| Hills Bank & Trust Co | 120,979 | $68.9M | 5.20% | −407−0.3% | Reduced |
| Citadel Advisors LLC | 121,620 | $69.3M | 0.07% | +72,317+146.7% | Added |
| Brown Advisory Inc | 121,948 | $69.5M | 0.09% | −328−0.3% | Reduced |
| FineMark National Bank & Trust | 124,592 | $71.0M | 2.47% | −639−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 133,481 | $76.0M | 0.12% | +25,179+23.2% | Added |
| Whittier Trust Co | 138,719 | $79.0M | 1.06% | −785−0.6% | Reduced |
| Waddell & Associates, LLC | 138,769 | $79.1M | 9.62% | +2,373+1.7% | Added |
| Welch & Forbes LLC | 140,310 | $79.9M | 1.02% | +398+0.3% | Added |
| LPL Financial LLC | 143,669 | $81.8M | 0.04% | +4,061+2.9% | Added |
| HighTower Advisors, LLC | 143,791 | $81.9M | 0.12% | +2,621+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 148,908 | $84.8M | 0.11% | +2,014+1.4% | Added |
| BNP Paribas Arbitrage, SA | 152,105 | $86.6M | 0.08% | −114,447−42.9% | Reduced |
| Bank of New York Mellon Corp | 170,695 | $97.2M | 0.02% | −2,775−1.6% | Reduced |
| Conservest Capital Advisors, Inc. | 240,646 | $133.9M | 13.73% | +8,683+3.7% | Added |