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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 1,742 | $992.3K | 0.07% | −53−3.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,738 | $992.8K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,764 | $1.00M | 0.03% | −98−5.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 1,767 | $1.01M | 0.12% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,772 | $1.01M | 0.06% | −25−1.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,773 | $1.01M | 0.03% | +2+0.1% | Added |
| AE Wealth Management LLC | 1,777 | $1.01M | 0.01% | −11,351−86.5% | Reduced |
| Strategic Advisors LLC | 1,789 | $1.02M | 0.19% | +262+17.2% | Added |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.02M | 0.19% | −145−7.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,798 | $1.03M | 0.07% | −8−0.4% | Reduced |
| Prosperity Planning, Inc. | 1,807 | $1.03M | 0.33% | −37−2.0% | Reduced |
| Brighton Jones LLC | 1,812 | $1.03M | 0.04% | −235−11.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,814 | $1.03M | 0.24% | −87−4.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,824 | $1.03M | 0.19% | +2+0.1% | Added |
| Triumph Capital Management | 1,815 | $1.04M | 0.37% | −679−27.2% | Reduced |
| Sebold Capital Management, Inc. | 1,828 | $1.04M | 0.69% | −18−1.0% | Reduced |
| Beacon Financial Advisory LLC | 1,848 | $1.05M | 0.36% | +5+0.3% | Added |
| FF Advisors,LLC | 1,840 | $1.07M | 0.69% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,874 | $1.07M | 0.46% | −60−3.1% | Reduced |
| Hilltop Holdings Inc. | 1,879 | $1.07M | 0.07% | +119+6.8% | Added |
| Clifford Swan Investment Counsel LLC | 1,880 | $1.07M | 0.04% | −47−2.4% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.54% | 00.0% | Unchanged |
| SFM, LLC | 1,895 | $1.08M | 0.81% | −2−0.1% | Reduced |
| Tompkins Financial Corp | 1,904 | $1.08M | 0.10% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,906 | $1.08M | 0.03% | +1,906 | New |
| Cassaday & Co Wealth Management LLC | 1,906 | $1.09M | 0.03% | +35+1.9% | Added |
| AlphaStar Capital Management, LLC | 1,930 | $1.10M | 0.09% | +1,349+232.2% | Added |
| Maltin Wealth Management, Inc. | 1,944 | $1.11M | 0.54% | +6+0.3% | Added |
| Gen-Wealth Partners Inc | 1,934 | $1.11M | 0.48% | +132+7.3% | Added |
| Evanson Asset Management, LLC | 1,948 | $1.11M | 0.08% | +6+0.3% | Added |
| Forza Wealth Management, LLC | 1,950 | $1.11M | 0.51% | −10−0.5% | Reduced |
| Glassman Wealth Services | 1,955 | $1.11M | 0.19% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.12M | 0.07% | −24−1.2% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.54% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.13M | 0.40% | +5+0.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,990 | $1.13M | 0.26% | −17−0.8% | Reduced |
| White Pine Capital LLC | 1,990 | $1.13M | 0.39% | +28+1.4% | Added |
| SkyView Investment Advisors, LLC | 2,000 | $1.14M | 0.19% | +2,000 | New |
| Marion Wealth Management | 2,028 | $1.16M | 0.31% | +314+18.3% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $1.16M | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,033 | $1.16M | 0.03% | −493−19.5% | Reduced |
| JFS Wealth Advisors, LLC | 2,034 | $1.16M | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,048 | $1.17M | 0.02% | +43+2.1% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $1.17M | 0.46% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 2,051 | $1.17M | 0.86% | −114−5.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,052 | $1.17M | 0.04% | −556−21.3% | Reduced |
| Founders Financial Securities LLC | 2,055 | $1.17M | 0.11% | −518−20.1% | Reduced |
| Gsa Capital Partners LLP | 2,057 | $1.17M | 0.09% | +2,057 | New |
| SOL Capital Management CO | 2,068 | $1.18M | 0.13% | +55+2.7% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.18M | 0.40% | −16−0.8% | Reduced |
| Bank of Hawaii | 2,087 | $1.19M | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,092 | $1.19M | 0.05% | −467−18.2% | Reduced |
| Milestone Asset Management, LLC | 2,098 | $1.20M | 0.27% | +1,282+157.1% | Added |
| Belpointe Asset Management LLC | 2,098 | $1.20M | 0.07% | −4,029−65.8% | Reduced |
| Taylor Financial Group, Inc. | 2,099 | $1.20M | 0.83% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,099 | $1.20M | 0.16% | −5−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 2,099 | $1.20M | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,103 | $1.20M | 0.03% | +250+13.5% | Added |
| American Capital Advisory, LLC | 2,113 | $1.20M | 0.70% | +94+4.7% | Added |
| Great Valley Advisor Group, Inc. | 2,116 | $1.21M | 0.03% | +2+0.1% | Added |
| Lyell Wealth Management, LP | 2,128 | $1.21M | 0.11% | −80−3.6% | Reduced |
| Frisch Financial Group, Inc. | 2,129 | $1.22M | 0.37% | +146+7.4% | Added |
| Altfest L J & Co Inc | 2,137 | $1.22M | 0.16% | +109+5.4% | Added |
| Roberts Glore & Co Inc | 2,140 | $1.22M | 0.35% | +964+82.0% | Added |
| 9258 Wealth Management, LLC | 2,154 | $1.23M | 0.18% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 2,170 | $1.24M | 0.09% | +2,170 | New |
| Financial Partners Group, LLC | 2,208 | $1.26M | 0.47% | +41+1.9% | Added |
| Alpha Financial Partners, LLC | 2,216 | $1.26M | 0.90% | +2,216 | New |
| Ehrlich Financial Group | 2,216 | $1.26M | 0.90% | +2,216 | New |
| Castle Rock Wealth Management, LLC | 2,235 | $1.26M | 0.30% | +74+3.4% | Added |
| Warner Financial, Inc | 2,221 | $1.26M | 0.56% | +10.0% | Added |
| Zhang Financial LLC | 2,224 | $1.27M | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.27M | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,236 | $1.27M | 0.06% | +135+6.4% | Added |
| Howe & Rusling Inc | 2,242 | $1.28M | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 2,243 | $1.28M | 0.08% | +2,243 | New |
| LM Advisors LLC | 2,252 | $1.28M | 0.26% | +46+2.1% | Added |
| Allred Capital Management, LLC | 2,263 | $1.29M | 0.51% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,266 | $1.29M | 0.08% | −43−1.9% | Reduced |
| Old Mission Capital LLC | 2,281 | $1.30M | 0.03% | +2,281 | New |
| BKD Wealth Advisors, LLC | 2,285 | $1.30M | 0.03% | −19−0.8% | Reduced |
| Aspen Investment Management Inc | 2,286 | $1.30M | 0.61% | +856+59.9% | Added |
| Two Sigma Securities, LLC | 2,303 | $1.31M | 0.10% | +768+50.0% | Added |
| Wedbush Securities Inc | 2,319 | $1.32M | 0.05% | +23+1.0% | Added |
| Fidelis Capital Partners, LLC | 2,328 | $1.33M | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 2,332 | $1.33M | 0.05% | +81+3.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,335 | $1.33M | 0.57% | −1,308−35.9% | Reduced |
| CX Institutional | 2,339 | $1.33M | 0.06% | −154−6.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,356 | $1.34M | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,371 | $1.35M | 0.03% | +474+25.0% | Added |
| Kennebec Savings Bank | 2,373 | $1.35M | 1.34% | +2,373 | New |
| Larson Financial Group LLC | 2,376 | $1.35M | 0.08% | −3,142−56.9% | Reduced |
| Saxony Capital Management, LLC | 2,401 | $1.37M | 1.25% | −276−10.3% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.37M | 0.13% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,410 | $1.37M | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,413 | $1.37M | 0.00% | +1,540+176.4% | Added |
| Montecito Bank & Trust | 2,414 | $1.38M | 0.23% | +12+0.5% | Added |
| Stratos Wealth Advisors, LLC | 2,414 | $1.38M | 0.06% | +241+11.1% | Added |
| Emprise Bank | 2,428 | $1.38M | 0.80% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,441 | $1.39M | 0.27% | +2+0.1% | Added |