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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 1,270 | $723.5K | 0.07% | −1,118−46.8% | Reduced |
| Park National Corp | 1,270 | $723.5K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,275 | $726.3K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $726.3K | 0.19% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,278 | $728.0K | 0.01% | −1,166−47.7% | Reduced |
| Seelaus Asset Management LLC | 1,279 | $728.6K | 0.67% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,287 | $733.2K | 0.02% | +7+0.5% | Added |
| Hyperion Partners, LLC | 1,290 | $734.9K | 0.47% | +4+0.3% | Added |
| Truepoint, Inc. | 1,291 | $735.4K | 0.02% | −163−11.2% | Reduced |
| Kanawha Capital Management LLC | 1,292 | $736.0K | 0.05% | +50+4.0% | Added |
| River Wealth Advisors LLC | 1,295 | $737.7K | 0.10% | +13+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,279 | $741.1K | 0.01% | +360+39.2% | Added |
| Arkadios Wealth Advisors | 1,306 | $743.9K | 0.04% | −43−3.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,307 | $744.3K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,308 | $745.2K | 0.32% | +161+14.0% | Added |
| Sequoia Financial Advisors, LLC | 1,323 | $753.7K | 0.01% | +4+0.3% | Added |
| Red Door Wealth Management, LLC | 1,328 | $756.5K | 0.13% | +251+23.3% | Added |
| Fiduciary Alliance LLC | 1,329 | $756.8K | 0.10% | +415+45.4% | Added |
| TownSquare Capital, LLC | 1,333 | $759.4K | 0.01% | −9,935−88.2% | Reduced |
| Venture Visionary Partners LLC | 1,333 | $759.4K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,335 | $760.6K | 0.28% | +454+51.5% | Added |
| Crestwood Advisors Group LLC | 1,341 | $763.9K | 0.01% | −145−9.8% | Reduced |
| 3EDGE Asset Management, LP | 1,346 | $766.6K | 0.05% | +349+35.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,358 | $773.6K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,362 | $775.8K | 0.18% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,368 | $779.1K | 0.37% | −33−2.4% | Reduced |
| L.M. Kohn & Company | 1,370 | $780.2K | 0.20% | −1,431−51.1% | Reduced |
| McGuire Investment Group, LLC | 1,371 | $781.0K | 0.11% | −18−1.3% | Reduced |
| M3 Advisory Group, LLC | 1,371 | $781.0K | 0.57% | +79+6.1% | Added |
| HM Payson & Co | 1,373 | $782.1K | 0.01% | −174−11.2% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,469 | $786.1K | 0.56% | 00.0% | Unchanged |
| Viawealth, LLC | 1,380 | $786.1K | 0.46% | −52−3.6% | Reduced |
| Fca Corp | 1,380 | $786.1K | 0.24% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $789.5K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,387 | $790.1K | 0.41% | +2+0.1% | Added |
| Leisure Capital Management | 1,390 | $791.8K | 0.34% | −3−0.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,388 | $792.9K | 0.20% | +1+0.1% | Added |
| Ground Swell Capital, LLC | 1,392 | $793.0K | 1.13% | +1,392 | New |
| Lam Group, Inc. | 1,400 | $797.5K | 0.56% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,401 | $798.1K | 0.19% | −50−3.4% | Reduced |
| STAR Financial Bank | 1,419 | $808.3K | 0.54% | −96−6.3% | Reduced |
| Clarius Group, LLC | 1,426 | $812.3K | 0.06% | +880+161.2% | Added |
| CCG Wealth Management, LLC | 1,437 | $818.6K | 0.46% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,437 | $818.6K | 0.15% | −918−39.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,438 | $819.1K | 0.14% | −27−1.8% | Reduced |
| Grimes & Company, Inc. | 1,442 | $821.2K | 0.02% | +4+0.3% | Added |
| BigSur Wealth Management LLC | 1,440 | $822.7K | 0.23% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,447 | $824.3K | 0.03% | +347+31.5% | Added |
| Petix & Botte Co | 1,450 | $826.0K | 0.22% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,453 | $827.9K | 0.06% | −21−1.4% | Reduced |
| Omega Financial Group, LLC | 1,456 | $829.4K | 0.31% | −65−4.3% | Reduced |
| Midland Wealth Advisors LLC | 1,458 | $830.6K | 0.05% | −8−0.5% | Reduced |
| MontVue Capital Management, Inc. | 1,463 | $833.4K | 0.64% | −115−7.3% | Reduced |
| Peak Planning Group, LLC | 1,467 | $835.7K | 0.37% | −570−28.0% | Reduced |
| Farther Finance Advisors, LLC | 1,469 | $836.7K | 0.03% | +435+42.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,470 | $837.4K | 0.06% | 00.0% | Unchanged |
| General Partner, Inc. | 1,484 | $845.4K | 0.53% | 00.0% | Unchanged |
| Bell Bank | 1,485 | $845.9K | 0.10% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,488 | $850.4K | 0.21% | −36−2.4% | Reduced |
| Retirement Capital Strategies | 1,502 | $855.6K | 0.33% | 00.0% | Unchanged |
| Vista Investment Management | 1,512 | $861.3K | 0.32% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,529 | $871.0K | 0.01% | −831−35.2% | Reduced |
| American Money Management, LLC | 1,534 | $873.9K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,525 | $874.6K | 0.11% | −30−1.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $875.6K | 0.98% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,544 | $879.3K | 0.06% | +429+38.5% | Added |
| VeraBank, N.A. | 1,545 | $880.1K | 0.26% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,555 | $886.0K | 0.13% | +18+1.2% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $888.7K | 0.11% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,569 | $893.5K | 0.13% | +67+4.5% | Added |
| Acorn Wealth Advisors, LLC | 1,572 | $895.7K | 0.38% | −137−8.0% | Reduced |
| Tritonpoint Wealth, LLC | 1,575 | $899.1K | 0.08% | +45+2.9% | Added |
| Money Concepts Capital Corp | 1,587 | $904.0K | 0.07% | −3,284−67.4% | Reduced |
| Long Road Investment Counsel, LLC | 1,590 | $906.0K | 0.36% | +35+2.3% | Added |
| Halpern Financial, Inc. | 1,605 | $907.5K | 0.23% | +12+0.8% | Added |
| Blackston Financial Advisory Group, LLC | 1,595 | $908.6K | 0.47% | +1,595 | New |
| Howland Capital Management LLC | 1,597 | $912.4K | 0.04% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,604 | $913.7K | 0.03% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,606 | $914.9K | 0.02% | +338+26.7% | Added |
| Accredited Investors Inc. | 1,608 | $916.1K | 0.05% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,616 | $920.6K | 0.41% | 00.0% | Unchanged |
| Rockland Trust Co | 1,628 | $927.4K | 0.05% | −20−1.2% | Reduced |
| Nemes Rush Group LLC | 1,677 | $933.0K | 0.14% | −5−0.3% | Reduced |
| Vista Wealth Management Group, LLC | 1,642 | $935.4K | 0.06% | −92−5.3% | Reduced |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,651 | $940.5K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 1,654 | $942.0K | 0.01% | −3,551−68.2% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $942.8K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $949.1K | 0.06% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,673 | $953.0K | 0.37% | +6+0.4% | Added |
| Moors & Cabot, Inc. | 1,685 | $959.9K | 0.05% | −4−0.2% | Reduced |
| Peterson Wealth Management | 1,691 | $963.4K | 0.62% | −344−16.9% | Reduced |
| Paragon Capital Management Ltd | 1,700 | $968.4K | 0.19% | −1,700−50.0% | Reduced |
| M. Kraus & Co | 1,700 | $968.4K | 0.28% | 00.0% | Unchanged |
| Sachetta, LLC | 1,701 | $968.9K | 0.38% | −97−5.4% | Reduced |
| Jennison Associates LLC | 1,713 | $975.8K | 0.00% | +490+40.1% | Added |
| Old North State Trust, LLC | 1,721 | $980.0K | 0.80% | +10+0.6% | Added |
| Fiera Capital Corp | 1,725 | $982.7K | 0.00% | +872+102.2% | Added |
| LCNB Corp | 1,740 | $991.2K | 0.35% | −50−2.8% | Reduced |
| Lynch & Associates | 1,740 | $991.2K | 0.21% | 00.0% | Unchanged |