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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 550 | $313.6K | 0.00% | +550 | New |
| Red Lighthouse Investment Management, LLC | 550 | $313.3K | 0.12% | 00.0% | Unchanged |
| HTLF Bank | 546 | $311.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 546 | $311.0K | 0.04% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 544 | $309.9K | 0.04% | +544 | New |
| First Foundation Advisors | 544 | $309.9K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $308.5K | 0.00% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 541 | $308.0K | 0.13% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 540 | $307.6K | 0.05% | −152−22.0% | Reduced |
| Per Stirling Capital Management, LLC. | 539 | $307.0K | 0.04% | 00.0% | Unchanged |
| Etfidea, LLC | 535 | $304.8K | 0.10% | −40−7.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 535 | $304.8K | 0.10% | +535 | New |
| Evergreen Capital Management LLC | 533 | $304.3K | 0.01% | +1+0.2% | Added |
| Davies Financial Advisors, Inc. | 532 | $302.9K | 0.26% | −1,086−67.1% | Reduced |
| American National Bank | 529 | $301.4K | 0.04% | −15−2.8% | Reduced |
| Heritage Wealth Partners, LLC | 526 | $299.9K | 0.35% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $299.6K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 526 | $299.4K | 0.00% | +72+15.9% | Added |
| Asset Planning Corporation | 525 | $299.0K | 0.20% | +1+0.2% | Added |
| Mendel Money Management | 523 | $297.9K | 0.13% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $297.9K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $297.4K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $296.8K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 524 | $296.3K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $296.2K | 0.17% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $296.2K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 517 | $294.3K | 0.09% | +1+0.2% | Added |
| Guardian Wealth Advisors, LLC | 516 | $294.1K | 0.03% | −23−4.3% | Reduced |
| Libra Wealth LLC | 515 | $293.4K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 513 | $292.2K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 510 | $290.6K | 0.06% | +510 | New |
| KWMG, LLC | 508 | $289.4K | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 508 | $289.4K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 505 | $287.7K | 0.02% | +8+1.6% | Added |
| Delap Wealth Advisory, LLC | 503 | $286.5K | 0.18% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 503 | $286.5K | 0.02% | +503 | New |
| Apexium Financial, LP | 501 | $285.4K | 0.02% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 501 | $285.2K | 0.08% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 500 | $284.8K | 0.20% | −6,124−92.5% | Reduced |
| Fusion Family Wealth LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $284.8K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 499 | $284.3K | 0.03% | +2+0.4% | Added |
| Cadinha & Co LLC | 496 | $282.6K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $281.4K | 0.15% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $280.8K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 496 | $280.2K | 0.08% | +96+24.0% | Added |
| Maryland Capital Advisors Inc. | 491 | $279.7K | 0.14% | −4−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 490 | $279.4K | 0.01% | −18,726−97.5% | Reduced |
| Burney Co | 490 | $279.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $276.3K | 0.03% | −15−3.0% | Reduced |
| Cypress Wealth Services, LLC | 485 | $276.3K | 0.06% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 484 | $275.7K | 0.07% | +87+21.9% | Added |
| Congress Asset Management Co | 484 | $275.7K | 0.00% | −49−9.2% | Reduced |
| Allegheny Financial Group LTD | 483 | $275.1K | 0.07% | −62−11.4% | Reduced |
| Avidian Wealth Solutions, LLC | 483 | $275.0K | 0.01% | +1+0.2% | Added |
| Signet Financial Management, LLC | 480 | $273.7K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 478 | $272.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 477 | $272.3K | 0.01% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 477 | $272.2K | 0.19% | +1+0.2% | Added |
| Hanson & Doremus Investment Management | 475 | $271.0K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 475 | $270.6K | 0.05% | +475 | New |
| PDS Planning, Inc | 474 | $270.0K | 0.02% | −11−2.3% | Reduced |
| Financial Council Asset Management Inc | 473 | $269.4K | 0.14% | +473 | New |
| CapWealth Advisors, LLC | 471 | $268.3K | 0.03% | −87−15.6% | Reduced |
| Lesa Sroufe & Co | 470 | $268.0K | 0.25% | 00.0% | Unchanged |
| Capital Advisors Inc | 470 | $267.7K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 469 | $267.2K | 0.05% | −9−1.9% | Reduced |
| Tradition Wealth Management, LLC | 466 | $265.6K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 466 | $265.5K | 0.02% | −14−2.9% | Reduced |
| WealthTrust Axiom LLC | 465 | $265.1K | 0.08% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 465 | $264.8K | 0.06% | +2+0.4% | Added |
| Root Financial Partners, LLC | 464 | $264.3K | 0.04% | +51+12.3% | Added |
| Essex Savings Bank | 464 | $264.3K | 0.07% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 464 | $264.2K | 0.09% | +63+15.7% | Added |
| Lewis Asset Management, LLC | 463 | $264.0K | 0.19% | −64−12.1% | Reduced |
| Investment Advisory Services Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $262.0K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $262.0K | 0.08% | 00.0% | Unchanged |
| Pachira Investments Inc. | 456 | $259.8K | 0.20% | −47−9.3% | Reduced |
| Inscription Capital, LLC | 453 | $257.9K | 0.04% | +1+0.2% | Added |
| Stokes Family Office, LLC | 452 | $257.5K | 0.03% | +452 | New |
| Shufro Rose & Co LLC | 481 | $257.4K | 0.02% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $256.3K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $256.3K | 0.07% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 502 | $256.0K | 0.03% | −20,454−97.6% | Reduced |
| Financial Partners Group, Inc | 448 | $255.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $255.2K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 447 | $254.6K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 446 | $254.1K | 0.04% | +38+9.3% | Added |
| Patten & Patten Inc | 445 | $253.5K | 0.02% | −10−2.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 445 | $253.5K | 0.04% | +25+6.0% | Added |
| Retirement Planning Group | 444 | $252.9K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $252.9K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $252.8K | 0.05% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $252.4K | 0.22% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $251.2K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 440 | $250.7K | 0.02% | 00.0% | Unchanged |