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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 925 | $527.1K | 0.02% | +3+0.3% | Added |
| Hill Investment Group Partners, LLC | 1,000 | $529.6K | 0.07% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 930 | $529.7K | 0.31% | −5−0.5% | Reduced |
| Capital Group Private Client Services, Inc. | 932 | $531.1K | 0.01% | +3+0.3% | Added |
| Canal Capital Management, LLC | 938 | $534.3K | 0.09% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 943 | $537.1K | 0.00% | +3+0.3% | Added |
| First Western Trust Bank | 949 | $540.6K | 0.02% | −493−34.2% | Reduced |
| Maren Capital LLC | 964 | $549.2K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 969 | $552.0K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 969 | $552.2K | 0.06% | −24,650−96.2% | Reduced |
| JNBA Financial Advisors | 970 | $552.6K | 0.06% | −34−3.4% | Reduced |
| Leo Wealth, LLC | 974 | $555.0K | 0.05% | +181+22.8% | Added |
| SevenBridge Financial Group, LLC | 917 | $557.2K | 0.11% | 00.0% | Unchanged |
| Appleton Partners Inc | 982 | $559.0K | 0.04% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 977 | $560.1K | 0.28% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 985 | $561.1K | 0.01% | +172+21.2% | Added |
| IHT Wealth Management, LLC | 989 | $561.6K | 0.02% | +384+63.5% | Added |
| Certified Advisory Corp | 988 | $563.1K | 0.06% | −3−0.3% | Reduced |
| Parcion Private Wealth LLC | 989 | $563.4K | 0.05% | −7−0.7% | Reduced |
| Tanager Wealth Management LLP | 988 | $564.5K | 0.08% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 991 | $565.0K | 0.21% | −1−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $566.2K | 0.42% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $569.7K | 0.16% | −14−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,000 | $569.7K | 0.01% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $570.0K | 0.21% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,002 | $570.8K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,002 | $571.0K | 0.01% | +163+19.4% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $573.9K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,011 | $575.8K | 0.10% | +2+0.2% | Added |
| LRI Investments, LLC | 979 | $580.1K | 0.06% | +747+322.0% | Added |
| Baxter Bros Inc | 1,023 | $582.8K | 0.08% | 00.0% | Unchanged |
| United Bank | 1,025 | $583.9K | 0.07% | −900−46.8% | Reduced |
| FCG Investment Co | 1,027 | $585.0K | 0.38% | +102+11.0% | Added |
| GW&K Investment Management, LLC | 1,039 | $592.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,040 | $592.4K | 0.07% | +1+0.1% | Added |
| Financial Advisory Service, Inc. | 1,047 | $596.3K | 0.05% | +1+0.1% | Added |
| Bleakley Financial Group, LLC | 1,049 | $597.8K | 0.02% | −59−5.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,052 | $599.3K | 0.06% | +28+2.7% | Added |
| Progressive Investment Management Corp | 1,057 | $602.1K | 0.15% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,057 | $602.1K | 0.04% | +1,057 | New |
| Saxon Interests, Inc. | 1,064 | $606.4K | 0.28% | +2+0.2% | Added |
| Evernest Financial Advisors, LLC | 1,071 | $610.3K | 0.16% | +1,071 | New |
| HCR Wealth Advisors | 1,079 | $614.7K | 0.08% | +1+0.1% | Added |
| SJA Financial Advisory, LLC | 1,083 | $617.0K | 0.42% | −16−1.5% | Reduced |
| Flynn Zito Capital Management, LLC | 1,087 | $619.3K | 0.30% | −9−0.8% | Reduced |
| First National Trust Co | 1,089 | $620.4K | 0.02% | +66+6.5% | Added |
| Parkside Financial Bank & Trust | 1,089 | $620.4K | 0.09% | −36−3.2% | Reduced |
| WealthShield Partners, LLC | 1,091 | $623.1K | 0.08% | +141+14.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,096 | $624.3K | 0.05% | −565−34.0% | Reduced |
| Legacy Trust | 1,096 | $624.3K | 0.14% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,102 | $627.8K | 0.10% | +1,102 | New |
| WorthPointe, LLC | 1,105 | $629.5K | 0.26% | −53−4.6% | Reduced |
| D.A. Davidson & Co. | 1,108 | $631.5K | 0.01% | +77+7.5% | Added |
| Koss-Olinger Consulting, LLC | 1,110 | $632.0K | 0.05% | +70+6.7% | Added |
| Capital Investment Advisors, LLC | 1,116 | $635.7K | 0.01% | −32−2.8% | Reduced |
| Fagan Associates, Inc. | 1,116 | $635.9K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,118 | $636.9K | 0.10% | +139+14.2% | Added |
| Apella Capital, LLC | 1,134 | $641.3K | 0.03% | +2+0.2% | Added |
| New Hampshire Trust | 1,134 | $646.0K | 0.14% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,135 | $646.6K | 0.15% | +65+6.1% | Added |
| Rathbone Brothers plc | 1,140 | $649.4K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $652.8K | 0.03% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,150 | $655.1K | 0.36% | +10+0.9% | Added |
| Evoke Wealth, LLC | 1,152 | $657.9K | 0.02% | +1,152 | New |
| Advisors Capital Management, LLC | 1,158 | $660.0K | 0.01% | −40−3.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $660.8K | 0.17% | 00.0% | Unchanged |
| Berkeley, Inc | 1,172 | $667.6K | 0.19% | +586+100.0% | Added |
| Western Wealth Management, LLC | 1,177 | $670.5K | 0.04% | +25+2.2% | Added |
| Duncker Streett & Co Inc | 1,184 | $674.6K | 0.12% | 00.0% | Unchanged |
| Man Group plc | 1,186 | $675.6K | 0.00% | +1,186 | New |
| Sage Mountain Advisors LLC | 1,190 | $677.9K | 0.06% | +1,190 | New |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $678.5K | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,191 | $679.1K | 0.01% | −72−5.7% | Reduced |
| WBH Advisory Inc | 1,193 | $679.8K | 0.06% | +348+41.2% | Added |
| Corsair Capital Management, L.P. | 1,196 | $681.3K | 0.16% | +661+123.6% | Added |
| Nicolet Bankshares Inc | 1,199 | $683.0K | 0.17% | −3−0.2% | Reduced |
| Trust Co of Vermont | 1,200 | $683.6K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,200 | $683.6K | 0.04% | +1,200 | New |
| Hohimer Wealth Management, LLC | 1,201 | $684.2K | 0.15% | +18+1.5% | Added |
| Garrett Investment Advisors LLC | 1,205 | $686.4K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,218 | $694.0K | 0.00% | −118−8.8% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $694.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $695.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,223 | $696.7K | 0.04% | −28−2.2% | Reduced |
| Harmony Asset Management LLC | 1,229 | $700.1K | 0.26% | −100−7.5% | Reduced |
| Kaydan Wealth Management, Inc. | 1,229 | $700.1K | 0.21% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,229 | $700.2K | 0.39% | +4+0.3% | Added |
| McIlrath & Eck, LLC | 1,234 | $702.9K | 0.09% | −3−0.2% | Reduced |
| Brinker Capital Investments, LLC | 1,234 | $703.2K | 0.01% | −366−22.9% | Reduced |
| Orion Portfolio Solutions, LLC | 1,234 | $703.2K | 0.01% | −366−22.9% | Reduced |
| German American Bancorp, Inc. | 1,242 | $707.9K | 0.07% | +100+8.8% | Added |
| Nicollet Investment Management, Inc. | 1,245 | $709.0K | 0.25% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $711.0K | 1.13% | 00.0% | Unchanged |
| Avalon Trust Co | 1,254 | $714.4K | 0.05% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 1,257 | $716.3K | 0.02% | −23−1.8% | Reduced |
| Ellerson Group Inc | 1,262 | $718.9K | 0.56% | −50−3.8% | Reduced |
| Stephens Inc | 1,262 | $719.0K | 0.01% | +235+22.9% | Added |
| WealthPLAN Partners, LLC | 1,263 | $719.5K | 0.10% | −33−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $722.3K | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,269 | $723.1K | 0.08% | +73+6.1% | Added |