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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 164 | $93.4K | 0.03% | −38−18.8% | Reduced |
| Horizons Wealth Management | 164 | $93.4K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $97.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $98.0K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $100.8K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 180 | $102.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 181 | $103.1K | 0.01% | −11−5.7% | Reduced |
| SJS Investment Consulting Inc. | 182 | $103.7K | 0.02% | −80−30.5% | Reduced |
| Godsey & Gibb Associates | 185 | $105.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 190 | $108.0K | 0.01% | +12+6.7% | Added |
| Northwest Bank & Trust Co | 195 | $111.1K | 0.08% | 00.0% | Unchanged |
| TD Capital Management LLC | 198 | $112.7K | 0.01% | +1+0.5% | Added |
| Mascoma Wealth Management LLC | 198 | $112.8K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $113.4K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $113.5K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 200 | $113.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 201 | $114.5K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 219 | $124.8K | 0.01% | +145+195.9% | Added |
| PrairieView Partners, LLC | 225 | $128.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 228 | $131.0K | 0.06% | +12+5.6% | Added |
| Monetary Management Group Inc | 230 | $131.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 233 | $132.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 235 | $133.9K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 236 | $134.4K | 0.03% | +236 | New |
| Foster Dykema Cabot & Partners, LLC | 250 | $142.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $142.8K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $145.9K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 258 | $147.0K | 0.03% | +98+61.3% | Added |
| Macquarie Group Ltd | 259 | $147.5K | 0.00% | +259 | New |
| Contravisory Investment Management, Inc. | 262 | $149.0K | 0.03% | +3+1.2% | Added |
| Proequities, Inc. | 265 | $151.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 266 | $151.7K | 0.06% | +1+0.4% | Added |
| Northwest Financial Advisors | 275 | $156.7K | 0.12% | +275 | New |
| Laurel Wealth Advisors LLC | 275 | $156.7K | 0.03% | −30−9.8% | Reduced |
| Flaharty Asset Management, LLC | 278 | $158.4K | 0.02% | +278 | New |
| Pacific Capital Wealth Advisors, Inc | 300 | $170.9K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 304 | $172.9K | 0.05% | +304 | New |
| Fairman Group, LLC | 305 | $174.5K | 0.16% | +1+0.3% | Added |
| Baldwin Brothers Inc | 317 | $180.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 328 | $186.8K | 0.00% | −170−34.1% | Reduced |
| Operose Advisors LLC | 329 | $187.4K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 331 | $188.4K | 0.02% | +1+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 332 | $189.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 340 | $193.7K | 0.04% | +340 | New |
| Pingora Partners LLC | 350 | $199.4K | 0.14% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $200.0K | 0.01% | 00.0% | Unchanged |
| American Capital Management Inc | 353 | $201.1K | 0.01% | +353 | New |
| Harbor Investment Advisory, LLC | 355 | $202.2K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 356 | $202.8K | 0.08% | +356 | New |
| Aull & Monroe Investment Management Corp | 358 | $203.9K | 0.09% | −48−11.8% | Reduced |
| Bangor Savings Bank | 358 | $203.9K | 0.02% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 359 | $204.5K | 0.02% | +359 | New |
| Lumbard & Kellner, LLC | 360 | $205.1K | 0.09% | +360 | New |
| Univest Financial Corp | 361 | $205.9K | 0.01% | +361 | New |
| Cora Capital Advisors LLC | 363 | $206.8K | 0.10% | +363 | New |
| Lowery Thomas, LLC | 364 | $207.3K | 0.14% | +364 | New |
| Geneos Wealth Management Inc. | 366 | $208.7K | 0.01% | −45−10.9% | Reduced |
| Asset Dedication, LLC | 367 | $209.1K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 368 | $209.6K | 0.02% | +368 | New |
| Lee Danner & Bass Inc | 369 | $210.0K | 0.01% | +369 | New |
| Jacobs & Co | 370 | $210.0K | 0.02% | +370 | New |
| Northeast Investment Management | 372 | $211.9K | 0.01% | +372 | New |
| Keel Point, LLC | 373 | $212.5K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 373 | $212.9K | 0.02% | +373 | New |
| Vivaldi Capital Management, LLC | 376 | $214.0K | 0.06% | +376 | New |
| Fortem Financial Group, LLC | 376 | $214.2K | 0.09% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $214.8K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 377 | $214.8K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 379 | $216.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $216.5K | 0.09% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 383 | $218.2K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 384 | $218.7K | 0.04% | +384 | New |
| Private Capital Management, LLC | 385 | $219.3K | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 385 | $219.3K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 387 | $220.6K | 0.04% | +1+0.3% | Added |
| Lane & Associates LLC | 389 | $221.8K | 0.12% | −26−6.3% | Reduced |
| Atwood & Palmer Inc | 392 | $223.0K | 0.02% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 392 | $223.1K | 0.13% | +392 | New |
| Tranquility Partners, LLC | 392 | $223.3K | 0.08% | −26−6.2% | Reduced |
| IAG Wealth Partners, LLC | 392 | $223.3K | 0.04% | +119+43.6% | Added |
| Global Assets Advisory, LLC | 400 | $226.0K | 0.12% | +400 | New |
| Hengehold Capital Management LLC | 397 | $226.2K | 0.02% | +397 | New |
| Green Harvest Asset Management LLC | 398 | $226.7K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 398 | $226.7K | 0.02% | +398 | New |
| Hoese & Co LLP | 400 | $227.9K | 0.19% | −30−7.0% | Reduced |
| Icapital Wealth LLC | 400 | $227.9K | 0.12% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $227.9K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $227.9K | 0.16% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 400 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $228.0K | 0.08% | 00.0% | Unchanged |
| Grassi Investment Management | 402 | $229.0K | 0.02% | +1+0.2% | Added |
| Trivant Custom Portfolio Group, LLC | 403 | $229.6K | 0.13% | −35−8.0% | Reduced |
| Alexander Randolph Advisory, Inc. | 404 | $230.1K | 0.20% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $230.7K | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 405 | $230.9K | 0.03% | 00.0% | Unchanged |
| Trust Co | 411 | $234.1K | 0.03% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 411 | $234.1K | 0.06% | +411 | New |
| King Luther Capital Management Corp | – | $235.3K | 0.00% | – | – |
| Heritage Wealth Management, Inc. | 414 | $236.0K | 0.08% | −20−4.6% | Reduced |
| JustInvest LLC | 415 | $236.4K | 0.00% | +415 | New |