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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 417 | $237.5K | 0.09% | +8+2.0% | Added |
| Ritholtz Wealth Management | 418 | $238.1K | 0.01% | 00.0% | Unchanged |
| Napatree Capital LLC | 420 | $239.3K | 0.17% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 422 | $240.4K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 426 | $240.9K | 0.01% | +426 | New |
| Strategic Financial Concepts, LLC | 423 | $241.0K | 0.08% | −237,240−99.8% | Reduced |
| Arete Wealth Advisors, LLC | 423 | $241.0K | 0.02% | −77−15.4% | Reduced |
| Madden Advisory Services, Inc. | 425 | $242.1K | 0.11% | −1−0.2% | Reduced |
| First Nebraska Trust Co | 425 | $242.1K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $242.6K | 0.04% | 00.0% | Unchanged |
| Betterment LLC | 427 | $243.0K | 0.00% | +427 | New |
| Founders Financial Alliance, LLC | 427 | $243.1K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $245.0K | 0.08% | 00.0% | Unchanged |
| Hall Kathryn A. | 430 | $245.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 433 | $246.7K | 0.00% | −5,300−92.4% | Reduced |
| Naviter Wealth, LLC | 433 | $247.4K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 437 | $248.9K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 437 | $249.0K | 0.00% | +437 | New |
| FSM Wealth Advisors, LLC | 439 | $249.8K | 0.07% | −86−16.4% | Reduced |
| South State Corp. | 440 | $250.7K | 0.02% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $251.2K | 0.05% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $252.4K | 0.22% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $252.8K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Group | 444 | $252.9K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $252.9K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 445 | $253.5K | 0.02% | −10−2.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 445 | $253.5K | 0.04% | +25+6.0% | Added |
| Cynosure Management, LLC | 446 | $254.1K | 0.04% | +38+9.3% | Added |
| Excalibur Management Corp | 447 | $254.6K | 0.10% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $255.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $255.2K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 502 | $256.0K | 0.03% | −20,454−97.6% | Reduced |
| Exeter Financial, LLC | 450 | $256.3K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $256.3K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 481 | $257.4K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 452 | $257.5K | 0.03% | +452 | New |
| Inscription Capital, LLC | 453 | $257.9K | 0.04% | +1+0.2% | Added |
| Pachira Investments Inc. | 456 | $259.8K | 0.20% | −47−9.3% | Reduced |
| Investment Advisory Services Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $262.0K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $262.0K | 0.08% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 463 | $264.0K | 0.19% | −64−12.1% | Reduced |
| Empirical Asset Management, LLC | 464 | $264.2K | 0.09% | +63+15.7% | Added |
| Essex Savings Bank | 464 | $264.3K | 0.07% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 464 | $264.3K | 0.04% | +51+12.3% | Added |
| First Pacific Financial | 465 | $264.8K | 0.06% | +2+0.4% | Added |
| Isthmus Partners, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 465 | $265.1K | 0.08% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 466 | $265.5K | 0.02% | −14−2.9% | Reduced |
| Tradition Wealth Management, LLC | 466 | $265.6K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 469 | $267.2K | 0.05% | −9−1.9% | Reduced |
| Capital Advisors Inc | 470 | $267.7K | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $268.0K | 0.25% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 471 | $268.3K | 0.03% | −87−15.6% | Reduced |
| Financial Council Asset Management Inc | 473 | $269.4K | 0.14% | +473 | New |
| PDS Planning, Inc | 474 | $270.0K | 0.02% | −11−2.3% | Reduced |
| Citizens Business Bank | 475 | $270.6K | 0.05% | +475 | New |
| Hanson & Doremus Investment Management | 475 | $271.0K | 0.04% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 477 | $272.2K | 0.19% | +1+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 477 | $272.3K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 478 | $272.3K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 480 | $273.7K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 483 | $275.0K | 0.01% | +1+0.2% | Added |
| Allegheny Financial Group LTD | 483 | $275.1K | 0.07% | −62−11.4% | Reduced |
| Congress Asset Management Co | 484 | $275.7K | 0.00% | −49−9.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 484 | $275.7K | 0.07% | +87+21.9% | Added |
| Cypress Wealth Services, LLC | 485 | $276.3K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $276.3K | 0.03% | −15−3.0% | Reduced |
| Burney Co | 490 | $279.1K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 490 | $279.4K | 0.01% | −18,726−97.5% | Reduced |
| Maryland Capital Advisors Inc. | 491 | $279.7K | 0.14% | −4−0.8% | Reduced |
| Wambolt & Associates, LLC | 496 | $280.2K | 0.08% | +96+24.0% | Added |
| BlueSky Wealth Advisors, LLC | 493 | $280.8K | 0.04% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $281.4K | 0.15% | 00.0% | Unchanged |
| Cadinha & Co LLC | 496 | $282.6K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 499 | $284.3K | 0.03% | +2+0.4% | Added |
| Gunn & Co Investment Management, Inc. | 500 | $284.8K | 0.20% | −6,124−92.5% | Reduced |
| Fusion Family Wealth LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $284.8K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 501 | $285.2K | 0.08% | 00.0% | Unchanged |
| Apexium Financial, LP | 501 | $285.4K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $286.5K | 0.18% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 503 | $286.5K | 0.02% | +503 | New |
| Creative Financial Designs Inc | 505 | $287.7K | 0.02% | +8+1.6% | Added |
| KWMG, LLC | 508 | $289.4K | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 508 | $289.4K | 0.08% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 510 | $290.6K | 0.06% | +510 | New |
| Northeast Financial Consultants Inc | 513 | $292.2K | 0.01% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $293.4K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 516 | $294.1K | 0.03% | −23−4.3% | Reduced |
| JSF Financial, LLC | 517 | $294.3K | 0.09% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 520 | $296.2K | 0.08% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $296.2K | 0.17% | 00.0% | Unchanged |
| Wedmont Private Capital | 524 | $296.3K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $296.8K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $297.4K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 523 | $297.9K | 0.13% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $297.9K | 0.06% | 00.0% | Unchanged |