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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 701 | $399.3K | 0.26% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $399.9K | 0.07% | −4,562−86.7% | Reduced |
| Bouchey Financial Group Ltd | 700 | $399.9K | 0.04% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $401.6K | 0.16% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $402.2K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 707 | $402.8K | 0.20% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $404.0K | 0.05% | −60−7.8% | Reduced |
| Elios Financial Group Inc. | 710 | $404.5K | 0.19% | +710 | New |
| JDM Financial Group LLC | 714 | $406.7K | 0.22% | +25+3.6% | Added |
| Catalyst Financial Partners LLC | 716 | $407.9K | 0.08% | +292+68.9% | Added |
| Trail Ridge Investment Advisors, LLC | 719 | $409.8K | 0.20% | −4−0.6% | Reduced |
| US Financial Advisors, LLC | 725 | $413.0K | 0.13% | 00.0% | Unchanged |
| Napa Wealth Management | 727 | $414.2K | 0.20% | −3−0.4% | Reduced |
| Watershed Private Wealth LLC | 732 | $417.0K | 0.17% | −414−36.1% | Reduced |
| John W. Brooker & Co., CPAs | 733 | $417.5K | 0.19% | +1+0.1% | Added |
| Apeiron RIA LLC | 733 | $417.6K | 0.12% | +160+27.9% | Added |
| Pioneer Trust Bank N A | 743 | $423.3K | 0.11% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 745 | $424.4K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 747 | $425.5K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $426.1K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 748 | $426.1K | 0.08% | +200+36.5% | Added |
| Octavia Wealth Advisors, LLC | 746 | $426.2K | 0.05% | +2+0.3% | Added |
| Colonial Trust Co | 748 | $426.2K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 756 | $430.4K | 0.01% | +1+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 753 | $431.8K | 0.10% | −28−3.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 762 | $434.1K | 0.04% | −35−4.4% | Reduced |
| Optivise Advisory Services LLC | 762 | $434.1K | 0.23% | +14+1.9% | Added |
| Objectivity Squared, LLC | 769 | $434.8K | 0.30% | +3+0.4% | Added |
| Wealth Architects, LLC | 765 | $435.8K | 0.05% | −337−30.6% | Reduced |
| Ayrshire Capital Management LLC | 765 | $435.8K | 0.21% | −15−1.9% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $444.3K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $444.3K | 0.20% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 781 | $444.9K | 0.16% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $445.6K | 0.24% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 783 | $446.2K | 0.01% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 785 | $447.2K | 0.33% | 00.0% | Unchanged |
| River Street Advisors LLC | 787 | $448.3K | 0.24% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 791 | $450.6K | 0.26% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 797 | $454.0K | 0.07% | +13+1.7% | Added |
| Roof Eidam & Maycock | 798 | $454.6K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $454.6K | 0.07% | 00.0% | Unchanged |
| REDW Wealth LLC | 798 | $454.8K | 0.12% | +2+0.3% | Added |
| Almanack Investment Partners, LLC. | 799 | $455.2K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 796 | $455.2K | 0.16% | +24+3.1% | Added |
| Marquette Asset Management, LLC | 800 | $455.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $455.7K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $456.0K | 0.00% | −3,448−81.2% | Reduced |
| Woodmont Investment Counsel LLC | 803 | $457.2K | 0.03% | −22−2.7% | Reduced |
| Rehmann Capital Advisory Group | 803 | $457.9K | 0.03% | +140+21.1% | Added |
| Sigma Investment Counselors Inc | 804 | $458.0K | 0.03% | −30−3.6% | Reduced |
| StoneX Group Inc. | 810 | $462.8K | 0.03% | +70+9.5% | Added |
| Atomi Financial Group, Inc. | 814 | $463.4K | 0.03% | +101+14.2% | Added |
| Greystone Financial Group, LLC | 816 | $465.0K | 0.08% | −588−41.9% | Reduced |
| Seascape Capital Management | 818 | $466.0K | 0.17% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $466.0K | 0.06% | 00.0% | Unchanged |
| McCarthy & Cox | 821 | $467.6K | 0.18% | +63+8.3% | Added |
| Eagle Global Advisors LLC | 825 | $470.0K | 0.02% | −44−5.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 830 | $472.6K | 0.03% | −20−2.4% | Reduced |
| Scarborough Advisors, LLC | 831 | $472.9K | 0.08% | −10,946−92.9% | Reduced |
| Level Four Advisory Services, LLC | 840 | $475.4K | 0.02% | −11−1.3% | Reduced |
| Mairs & Power Inc | 835 | $475.7K | 0.00% | −150−15.2% | Reduced |
| Harbour Investment Management LLC | 833 | $476.0K | 0.21% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $477.0K | 0.06% | +835 | New |
| Capstone Investment Advisors, LLC | 839 | $477.9K | 0.01% | +839 | New |
| Eagle Strategies LLC | 839 | $478.1K | 0.09% | 00.0% | Unchanged |
| Platform Technology Partners | 840 | $478.5K | 0.15% | +15+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 842 | $481.0K | 0.02% | +69+8.9% | Added |
| Optimum Investment Advisors | 845 | $481.4K | 0.21% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $482.5K | 0.21% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 851 | $484.9K | 0.04% | +1+0.1% | Added |
| Rockline Wealth Management, LLC | 855 | $487.1K | 0.14% | −63−6.9% | Reduced |
| Denver Wealth Management, Inc. | 856 | $487.6K | 0.23% | −1−0.1% | Reduced |
| Litman Gregory Asset Management LLC | 857 | $488.2K | 0.04% | 00.0% | Unchanged |
| Apollon Financial, LLC | 861 | $490.5K | 0.14% | +861 | New |
| Cullen/Frost Bankers, Inc. | 863 | $491.6K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 865 | $492.8K | 0.03% | +71+8.9% | Added |
| Montis Financial, LLC | 871 | $495.9K | 0.18% | +871 | New |
| Verdence Capital Advisors LLC | 871 | $496.2K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $497.0K | 0.18% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $497.3K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $498.2K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 878 | $500.2K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 884 | $503.6K | 0.02% | 00.0% | Unchanged |
| Creekside Partners | 888 | $506.1K | 0.26% | +2+0.2% | Added |
| Brookstone Capital Management | 892 | $508.2K | 0.01% | +205+29.8% | Added |
| Stablepoint Partners, LLC | 899 | $512.1K | 0.09% | −3−0.3% | Reduced |
| Neumann Capital Management, LLC | 900 | $512.7K | 0.17% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 900 | $512.8K | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 902 | $513.6K | 0.00% | −225−20.0% | Reduced |
| First PREMIER Bank | 902 | $514.0K | 0.13% | +902 | New |
| Mitchell McLeod Pugh & Williams Inc | 905 | $515.7K | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 906 | $516.1K | 0.01% | −19−2.1% | Reduced |
| First City Capital Management, Inc. | 907 | $516.7K | 0.27% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 909 | $517.8K | 0.01% | −610−40.2% | Reduced |
| Mirador Capital Partners LP | 909 | $517.9K | 0.09% | −31−3.3% | Reduced |
| Connors Investor Services Inc | 915 | $521.2K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 917 | $522.4K | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $524.0K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 921 | $524.4K | 0.19% | +57+6.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $526.9K | 0.01% | −25−2.6% | Reduced |