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 |
|---|---|---|---|---|---|
| Asset Planning Corporation | 525 | $299.0K | 0.20% | +1+0.2% | Added |
| Empower Advisory Group, LLC | 526 | $299.4K | 0.00% | +72+15.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $299.6K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 526 | $299.9K | 0.35% | 00.0% | Unchanged |
| American National Bank | 529 | $301.4K | 0.04% | −15−2.8% | Reduced |
| Davies Financial Advisors, Inc. | 532 | $302.9K | 0.26% | −1,086−67.1% | Reduced |
| Evergreen Capital Management LLC | 533 | $304.3K | 0.01% | +1+0.2% | Added |
| Etfidea, LLC | 535 | $304.8K | 0.10% | −40−7.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 535 | $304.8K | 0.10% | +535 | New |
| Per Stirling Capital Management, LLC. | 539 | $307.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 540 | $307.6K | 0.05% | −152−22.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 541 | $308.0K | 0.13% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $308.5K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 544 | $309.9K | 0.01% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 544 | $309.9K | 0.04% | +544 | New |
| Resources Management Corp | 546 | $311.0K | 0.04% | 00.0% | Unchanged |
| HTLF Bank | 546 | $311.0K | 0.03% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $313.3K | 0.12% | 00.0% | Unchanged |
| AQR Capital Management LLC | 550 | $313.6K | 0.00% | +550 | New |
| Waypoint Capital Advisors, LLC | 553 | $315.0K | 0.07% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 559 | $316.3K | 0.16% | −6−1.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $316.3K | 0.03% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 557 | $317.3K | 0.07% | −5,421−90.7% | Reduced |
| High Net Worth Advisory Group LLC | 559 | $318.4K | 0.09% | −3−0.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 560 | $319.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $319.6K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $320.1K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 564 | $321.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 565 | $321.9K | 0.01% | −55−8.9% | Reduced |
| QRG Capital Management, Inc. | 566 | $322.4K | 0.00% | −78−12.1% | Reduced |
| Merriman Wealth Management, LLC | 565 | $322.8K | 0.01% | −11−1.9% | Reduced |
| Investment Partners, Ltd. | 568 | $323.6K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 569 | $324.1K | 0.00% | −23−3.9% | Reduced |
| Principal Securities, Inc. | 570 | $324.7K | 0.01% | −42−6.9% | Reduced |
| Paragon Capital Management LLC | 570 | $324.7K | 0.17% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $325.3K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 573 | $326.4K | 0.02% | −3−0.5% | Reduced |
| Heritage Investment Group, Inc. | 575 | $327.6K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $328.1K | 0.07% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 575 | $328.5K | 0.03% | +57+11.0% | Added |
| TCG Advisory Services, LLC | 579 | $329.8K | 0.01% | +79+15.8% | Added |
| Thompson Davis & Co., Inc. | 586 | $333.8K | 0.25% | −36−5.8% | Reduced |
| Visionary Wealth Advisors | 589 | $335.5K | 0.02% | 00.0% | Unchanged |
| Well Done, LLC | 590 | $336.1K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 591 | $336.7K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 593 | $337.8K | 0.01% | +60+11.3% | Added |
| Benjamin Edwards Inc | 600 | $341.8K | 0.00% | +600 | New |
| Sym Financial Corp | 600 | $341.8K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $341.8K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 601 | $342.4K | 0.13% | −11−1.8% | Reduced |
| Camden National Bank | 603 | $343.5K | 0.05% | +185+44.3% | Added |
| Rappaport Reiches Capital Management, LLC | 604 | $343.8K | 0.09% | +604 | New |
| Walleye Capital LLC | 605 | $344.6K | 0.00% | +605 | New |
| Shaker Investments LLC | 605 | $344.6K | 0.14% | +2+0.3% | Added |
| Flagship Private Wealth, LLC | 608 | $346.6K | 0.18% | −21−3.3% | Reduced |
| CoreCap Advisors, LLC | 609 | $346.8K | 0.02% | −3,417−84.9% | Reduced |
| Zacks Investment Management | 610 | $347.5K | 0.00% | −740−54.8% | Reduced |
| Sapient Capital LLC | 612 | $349.6K | 0.01% | 00.0% | Unchanged |
| Cortland Associates Inc | 615 | $350.0K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 619 | $352.6K | 0.03% | +19+3.2% | Added |
| Signaturefd, LLC | 620 | $353.5K | 0.01% | +557+884.1% | Added |
| Riggs Asset Managment Co. Inc. | 623 | $354.9K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 624 | $355.5K | 0.07% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $359.4K | 0.12% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 633 | $360.6K | 0.02% | +633 | New |
| Anchor Capital Advisors LLC | 635 | $361.7K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 635 | $361.7K | 0.03% | +114+21.9% | Added |
| Mission Wealth Management, LP | 638 | $363.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 639 | $363.8K | 0.17% | +11+1.8% | Added |
| Guidance Point Advisors, LLC | 643 | $366.7K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $367.4K | 0.00% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $367.6K | 0.09% | −10,437−94.1% | Reduced |
| Monterey Private Wealth, Inc. | 649 | $369.7K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $370.3K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 650 | $370.4K | 0.01% | +70+12.1% | Added |
| First Financial Bankshares Inc | 654 | $372.6K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 654 | $372.8K | 0.02% | +15+2.3% | Added |
| Spears Abacus Advisors LLC | 655 | $373.1K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $373.7K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $374.3K | 0.05% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 661 | $376.5K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 661 | $376.7K | 0.01% | −217−24.7% | Reduced |
| Wealth Alliance | 665 | $378.8K | 0.05% | −108−14.0% | Reduced |
| Patton Albertson Miller Group, LLC | 668 | $380.5K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $383.7K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $384.5K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 675 | $384.6K | 0.02% | +675 | New |
| Ronald Blue Trust, Inc. | 719 | $384.7K | 0.01% | −8−1.1% | Reduced |
| Lifeworks Advisors, LLC | 676 | $385.1K | 0.08% | −99−12.8% | Reduced |
| Ledyard National Bank | 676 | $385.1K | 0.04% | −33−4.7% | Reduced |
| WP Advisors, LLC | 676 | $385.3K | 0.14% | −136−16.7% | Reduced |
| Charter Trust Co | 685 | $390.2K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $391.4K | 0.26% | +687 | New |
| Tyler-Stone Wealth Management | 688 | $391.9K | 0.07% | +344+100.0% | Added |
| Camden Capital, LLC | 690 | $393.1K | 0.04% | −31,472−97.9% | Reduced |
| Sunpointe, LLC | 691 | $395.0K | 0.32% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 695 | $395.9K | 0.04% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 703 | $397.5K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 699 | $398.2K | 0.05% | −9,992−93.5% | Reduced |
| North Star Asset Management Inc | 700 | $398.8K | 0.02% | 00.0% | Unchanged |