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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 747 | $425.5K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 745 | $424.4K | 0.03% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 743 | $423.3K | 0.11% | 00.0% | Unchanged |
| Apeiron RIA LLC | 733 | $417.6K | 0.12% | +160+27.9% | Added |
| John W. Brooker & Co., CPAs | 733 | $417.5K | 0.19% | +1+0.1% | Added |
| Watershed Private Wealth LLC | 732 | $417.0K | 0.17% | −414−36.1% | Reduced |
| Napa Wealth Management | 727 | $414.2K | 0.20% | −3−0.4% | Reduced |
| US Financial Advisors, LLC | 725 | $413.0K | 0.13% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 719 | $409.8K | 0.20% | −4−0.6% | Reduced |
| Catalyst Financial Partners LLC | 716 | $407.9K | 0.08% | +292+68.9% | Added |
| JDM Financial Group LLC | 714 | $406.7K | 0.22% | +25+3.6% | Added |
| Elios Financial Group Inc. | 710 | $404.5K | 0.19% | +710 | New |
| Beach Investment Counsel Inc | 710 | $404.0K | 0.05% | −60−7.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 707 | $402.8K | 0.20% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $402.2K | 0.21% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $401.6K | 0.16% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $399.9K | 0.04% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $399.9K | 0.07% | −4,562−86.7% | Reduced |
| Aberdeen Wealth Management LLC | 701 | $399.3K | 0.26% | 00.0% | Unchanged |
| North Star Asset Management Inc | 700 | $398.8K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 699 | $398.2K | 0.05% | −9,992−93.5% | Reduced |
| Commonwealth Financial Services, LLC | 703 | $397.5K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 695 | $395.9K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 691 | $395.0K | 0.32% | 00.0% | Unchanged |
| Camden Capital, LLC | 690 | $393.1K | 0.04% | −31,472−97.9% | Reduced |
| Tyler-Stone Wealth Management | 688 | $391.9K | 0.07% | +344+100.0% | Added |
| Seven Mile Advisory | 687 | $391.4K | 0.26% | +687 | New |
| Charter Trust Co | 685 | $390.2K | 0.02% | 00.0% | Unchanged |
| WP Advisors, LLC | 676 | $385.3K | 0.14% | −136−16.7% | Reduced |
| Lifeworks Advisors, LLC | 676 | $385.1K | 0.08% | −99−12.8% | Reduced |
| Ledyard National Bank | 676 | $385.1K | 0.04% | −33−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 719 | $384.7K | 0.01% | −8−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 675 | $384.6K | 0.02% | +675 | New |
| Farmers & Merchants Investments Inc | 675 | $384.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $383.7K | 0.19% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 668 | $380.5K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $378.8K | 0.05% | −108−14.0% | Reduced |
| HBK Sorce Advisory LLC | 661 | $376.7K | 0.01% | −217−24.7% | Reduced |
| Heartwood Wealth Advisors LLC | 661 | $376.5K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $374.3K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $373.7K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $373.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 654 | $372.8K | 0.02% | +15+2.3% | Added |
| First Financial Bankshares Inc | 654 | $372.6K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 650 | $370.4K | 0.01% | +70+12.1% | Added |
| Ruggaard & Associates LLC | 650 | $370.3K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $369.7K | 0.13% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $367.6K | 0.09% | −10,437−94.1% | Reduced |
| Boston Trust Walden Corp | 645 | $367.4K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 643 | $366.7K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 639 | $363.8K | 0.17% | +11+1.8% | Added |
| Mission Wealth Management, LP | 638 | $363.3K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 635 | $361.7K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 635 | $361.7K | 0.03% | +114+21.9% | Added |
| Edgestream Partners, L.P. | 633 | $360.6K | 0.02% | +633 | New |
| CM Wealth Advisors LLC | 629 | $359.4K | 0.12% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 624 | $355.5K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 623 | $354.9K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 620 | $353.5K | 0.01% | +557+884.1% | Added |
| SPC Financial, Inc. | 619 | $352.6K | 0.03% | +19+3.2% | Added |
| Cortland Associates Inc | 615 | $350.0K | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 612 | $349.6K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 610 | $347.5K | 0.00% | −740−54.8% | Reduced |
| CoreCap Advisors, LLC | 609 | $346.8K | 0.02% | −3,417−84.9% | Reduced |
| Flagship Private Wealth, LLC | 608 | $346.6K | 0.18% | −21−3.3% | Reduced |
| Shaker Investments LLC | 605 | $344.6K | 0.14% | +2+0.3% | Added |
| Walleye Capital LLC | 605 | $344.6K | 0.00% | +605 | New |
| Rappaport Reiches Capital Management, LLC | 604 | $343.8K | 0.09% | +604 | New |
| Camden National Bank | 603 | $343.5K | 0.05% | +185+44.3% | Added |
| United Community Bank | 601 | $342.4K | 0.13% | −11−1.8% | Reduced |
| Sym Financial Corp | 600 | $341.8K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $341.8K | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 600 | $341.8K | 0.00% | +600 | New |
| Pure Financial Advisors, Inc. | 593 | $337.8K | 0.01% | +60+11.3% | Added |
| Novare Capital Management LLC | 591 | $336.7K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 590 | $336.1K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 589 | $335.5K | 0.02% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 586 | $333.8K | 0.25% | −36−5.8% | Reduced |
| TCG Advisory Services, LLC | 579 | $329.8K | 0.01% | +79+15.8% | Added |
| SNS Financial Group, LLC | 575 | $328.5K | 0.03% | +57+11.0% | Added |
| Legacy Financial Strategies, LLC | 576 | $328.1K | 0.07% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $327.6K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 573 | $326.4K | 0.02% | −3−0.5% | Reduced |
| Dividend Assets Capital, LLC | 571 | $325.3K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 570 | $324.7K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 570 | $324.7K | 0.01% | −42−6.9% | Reduced |
| Aptus Capital Advisors, LLC | 569 | $324.1K | 0.00% | −23−3.9% | Reduced |
| Investment Partners, Ltd. | 568 | $323.6K | 0.13% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 565 | $322.8K | 0.01% | −11−1.9% | Reduced |
| QRG Capital Management, Inc. | 566 | $322.4K | 0.00% | −78−12.1% | Reduced |
| Parallel Advisors, LLC | 565 | $321.9K | 0.01% | −55−8.9% | Reduced |
| Schechter Investment Advisors, LLC | 564 | $321.3K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $320.1K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $319.6K | 0.12% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $319.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 559 | $318.4K | 0.09% | −3−0.5% | Reduced |
| Greenup Street Wealth Management LLC | 557 | $317.3K | 0.07% | −5,421−90.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $316.3K | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 559 | $316.3K | 0.16% | −6−1.1% | Reduced |
| Waypoint Capital Advisors, LLC | 553 | $315.0K | 0.07% | 00.0% | Unchanged |