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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 2,446 | $1.39M | 0.15% | −5−0.2% | Reduced |
| Coldstream Capital Management Inc | 2,451 | $1.40M | 0.03% | +1,044+74.2% | Added |
| Braun Stacey Associates Inc | 2,456 | $1.40M | 0.05% | +390+18.9% | Added |
| Tudor Financial Inc. | 2,471 | $1.41M | 0.87% | +2,471 | New |
| Spire Wealth Management | 2,482 | $1.41M | 0.05% | −17−0.7% | Reduced |
| Essex Financial Services, Inc. | 2,477 | $1.42M | 0.10% | −342−12.1% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,504 | $1.43M | 0.13% | +229+10.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.44M | 0.09% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,526 | $1.44M | 0.19% | +1,238+96.1% | Added |
| Baker Avenue Asset Management, LP | 2,528 | $1.44M | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,528 | $1.44M | 0.17% | −100−3.8% | Reduced |
| CIC Wealth, LLC | 2,530 | $1.44M | 0.37% | +96+3.9% | Added |
| Beaumont Financial Advisors, LLC | 2,544 | $1.45M | 0.11% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,550 | $1.45M | 0.05% | +131+5.4% | Added |
| Centaurus Financial, Inc. | 2,560 | $1.46M | 0.09% | −821−24.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,578 | $1.47M | 0.74% | −80−3.0% | Reduced |
| Fiducient Advisors LLC | 2,589 | $1.47M | 0.17% | +203+8.5% | Added |
| Zions Bancorporation, N.A. | 2,589 | $1.47M | 0.11% | +388+17.6% | Added |
| Coyle Financial Counsel LLC | 2,757 | $1.48M | 0.51% | −115−4.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.48M | 0.16% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,625 | $1.50M | 0.74% | +4+0.2% | Added |
| High Falls Advisors, Inc | 2,638 | $1.50M | 0.34% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,638 | $1.50M | 0.09% | −10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 2,643 | $1.51M | 0.05% | +343+14.9% | Added |
| TCTC Holdings, LLC | 2,686 | $1.53M | 0.05% | +89+3.4% | Added |
| GEM Asset Management, LLC | 2,724 | $1.54M | 0.88% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 2,704 | $1.55M | 0.79% | +2,704 | New |
| Independent Financial Group, LLC | 2,742 | $1.56M | 0.06% | −2,699−49.6% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.56M | 0.51% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,746 | $1.56M | 1.39% | +10+0.4% | Added |
| Hardy Reed LLC | 2,775 | $1.58M | 0.14% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,769 | $1.58M | 0.66% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,829 | $1.61M | 0.00% | −185−6.1% | Reduced |
| Providence First Trust Co | 2,831 | $1.61M | 0.68% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,883 | $1.64M | 0.03% | +1,749+154.2% | Added |
| Sunflower Bank, N.A. | 2,940 | $1.67M | 0.46% | −32−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.69M | 0.41% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,981 | $1.70M | 0.00% | −223−7.0% | Reduced |
| AlTi Global, Inc. | 3,004 | $1.72M | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,027 | $1.72M | 0.05% | −3,459−53.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,068 | $1.75M | 1.10% | +2+0.1% | Added |
| Garden State Investment Advisory Services LLC | 3,071 | $1.75M | 0.56% | +168+5.8% | Added |
| Valmark Advisers, Inc. | 3,082 | $1.76M | 0.03% | +497+19.2% | Added |
| Warren Averett Asset Management, LLC | 3,095 | $1.76M | 0.03% | +31+1.0% | Added |
| Harvest Investment Services, LLC | 3,114 | $1.77M | 0.57% | −1,932−38.3% | Reduced |
| Northwest Bancshares, Inc. | 3,123 | $1.78M | 0.30% | −296−8.7% | Reduced |
| Darrow Company, Inc. | 3,124 | $1.78M | 1.03% | −5−0.2% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.79M | 0.63% | 00.0% | Unchanged |
| XML Financial, LLC | 3,157 | $1.80M | 0.17% | +298+10.4% | Added |
| Compass Wealth Management LLC | 3,190 | $1.82M | 0.43% | −131−3.9% | Reduced |
| Oxford Financial Group Ltd | 3,192 | $1.82M | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 3,204 | $1.83M | 0.01% | −12−0.4% | Reduced |
| Neuberger Berman Group LLC | 3,209 | $1.83M | 0.00% | +325+11.3% | Added |
| Aspiriant, LLC | 3,221 | $1.84M | 0.07% | −8−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,222 | $1.84M | 0.13% | +75+2.4% | Added |
| Freestone Capital Holdings, LLC | 3,284 | $1.87M | 0.06% | +33+1.0% | Added |
| McKinley Carter Wealth Services, Inc. | 3,285 | $1.87M | 0.11% | +118+3.7% | Added |
| Farrow Financial Inc. | 3,295 | $1.88M | 1.18% | −57−1.7% | Reduced |
| TSFG, LLC | 3,298 | $1.88M | 0.41% | −201−5.7% | Reduced |
| Tiemann Investment Advisors, LLC | 3,332 | $1.90M | 0.82% | −40−1.2% | Reduced |
| Kelman-Lazarov, Inc. | 3,366 | $1.92M | 0.33% | −12−0.4% | Reduced |
| Gridiron Partners, LLC | 3,373 | $1.92M | 1.16% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.92M | 0.29% | 00.0% | Unchanged |
| GenTrust, LLC | 3,372 | $1.93M | 0.09% | +18+0.5% | Added |
| Focus Financial Network, Inc. | 3,402 | $1.94M | 0.08% | −221−6.1% | Reduced |
| Investment Advisory Group, LLC | 3,444 | $1.96M | 0.68% | −113−3.2% | Reduced |
| Embree Financial Group | 3,444 | $1.96M | 0.35% | +6+0.2% | Added |
| Blue Fin Capital, Inc. | 3,509 | $2.00M | 0.38% | +340+10.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $2.00M | 0.51% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,539 | $2.02M | 0.10% | +50+1.4% | Added |
| Eldridge Investment Advisors, Inc. | 3,556 | $2.03M | 0.48% | −284−7.4% | Reduced |
| Scotia Capital Inc. | 3,568 | $2.03M | 0.01% | +202+6.0% | Added |
| Northern Oak Wealth Management Inc | 3,581 | $2.04M | 0.24% | −5−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 3,601 | $2.05M | 0.04% | −15−0.4% | Reduced |
| Meridian Financial, LLC | 3,612 | $2.06M | 1.37% | +25+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 3,629 | $2.07M | 0.13% | −4−0.1% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $2.08M | 0.70% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,681 | $2.10M | 0.19% | −10−0.3% | Reduced |
| Arizona PSPRS Trust | 3,700 | $2.11M | 0.08% | +3,700 | New |
| Old Second National Bank of Aurora | 3,728 | $2.12M | 0.51% | −7−0.2% | Reduced |
| NorthRock Partners, LLC | 3,734 | $2.13M | 0.07% | −33−0.9% | Reduced |
| Mutual Advisors, LLC | 3,736 | $2.13M | 0.06% | +2,902+348.0% | Added |
| Becker Capital Management Inc | 3,753 | $2.14M | 0.07% | +1,358+56.7% | Added |
| All Terrain Financial Advisors, LLC | 3,765 | $2.14M | 0.82% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,771 | $2.15M | 0.06% | −53−1.4% | Reduced |
| Wesbanco Bank Inc | 3,774 | $2.15M | 0.07% | −102−2.6% | Reduced |
| Brevan Howard Capital Management LP | 3,778 | $2.15M | 0.10% | +3,778 | New |
| Moloney Securities Asset Management, LLC | 3,787 | $2.16M | 0.29% | −11,320−74.9% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.18M | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 3,848 | $2.19M | 0.22% | +34+0.9% | Added |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.19M | 1.57% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,857 | $2.20M | 1.21% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,874 | $2.21M | 0.48% | −5−0.1% | Reduced |
| Boothbay Fund Management, LLC | 3,886 | $2.21M | 0.07% | −4,685−54.7% | Reduced |
| Stone Point Wealth LLC | 3,891 | $2.22M | 0.72% | +1,132+41.0% | Added |
| Soltis Investment Advisors LLC | 3,958 | $2.25M | 0.22% | −5−0.1% | Reduced |
| Crescent Sterling, Ltd. | 3,971 | $2.26M | 2.15% | +74+1.9% | Added |
| Stratos Wealth Partners, LTD. | 3,987 | $2.27M | 0.03% | +1,259+46.2% | Added |