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 |
|---|---|---|---|---|---|
| MAI Capital Management | 239,391 | $136.4M | 1.31% | +6,336+2.7% | Added |
| Arvest Bank Trust Division | 240,545 | $137.0M | 7.90% | +240,545 | New |
| Creative Planning | 247,981 | $141.1M | 0.14% | −11,541−4.4% | Reduced |
| CI Private Wealth, LLC | 255,721 | $145.7M | 0.23% | −3,788−1.5% | Reduced |
| Alliancebernstein L.P. | 280,091 | $159.6M | 0.05% | −11,619−4.0% | Reduced |
| JPMorgan Chase & Co | 340,136 | $193.8M | 0.02% | +19,030+5.9% | Added |
| Raymond James & Associates | 369,044 | $210.2M | 0.13% | +1,811+0.5% | Added |
| Bank of Montreal | 495,752 | $282.2M | 0.13% | −8,964−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 541,164 | $308.3M | 0.27% | +7,474+1.4% | Added |
| UBS Group AG | 630,983 | $359.4M | 0.10% | +20,767+3.4% | Added |
| Royal Bank of Canada | 732,728 | $417.4M | 0.09% | +394,197+116.4% | Added |
| The PNC Financial Services Group, Inc. | 768,842 | $438.0M | 0.28% | +5,825+0.8% | Added |
| Pathstone Holdings, LLC | 919,305 | $523.7M | 2.34% | −6,581−0.7% | Reduced |
| US Bancorp | 1,063,964 | $606.1M | 0.78% | +11,719+1.1% | Added |
| Northern Trust Corp | 1,112,464 | $633.7M | 0.10% | −645−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,140,360 | $649.6M | 0.12% | +653,125+134.0% | Added |
| Morgan Stanley | 1,214,300 | $691.7M | 0.05% | +66,423+5.8% | Added |
| Wells Fargo & Company | 1,304,876 | $743.3M | 0.18% | −32,067−2.4% | Reduced |
| Bank of America Corp | 2,124,700 | $1.21B | 0.11% | −266,567−11.1% | Reduced |
| Cercano Management LLC | 0 | $0 | 0.00% | −83,934−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −76,178−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −63,618−100.0% | Sold out |
| Passaic Partners LLC | 0 | $0 | 0.00% | −50,258−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,825−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −28,645−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,537−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Sharp Financial Services, LLC | 0 | $0 | 0.00% | −6,783−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,345−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −3,639−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| RPS Advisory Solutions LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Financial Services Advisory Inc | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Vantage Financial Partners, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Newton One Investments LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Arvest Trust Co N A | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Victory Financial Group, LLC | – | – | – | – | Not filed |
| Vantage Financial Partners Ltd., Inc. | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| Wunderlich Capital Managemnt | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Walden Wealth Partners LLC | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Abbrea Capital, LLC | – | – | – | – | Not filed |
| Members Wealth LLC | – | – | – | – | Not filed |
| Spotlight Asset Group, Inc. | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Heritage Trust Co | – | – | – | – | Not filed |