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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 439 | $249.8K | 0.07% | −86−16.4% | Reduced |
| Park Avenue Securities LLC | 437 | $249.0K | 0.00% | +437 | New |
| J. W. Coons Advisors, LLC | 437 | $248.9K | 0.06% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 433 | $247.4K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 433 | $246.7K | 0.00% | −5,300−92.4% | Reduced |
| Van Strum & Towne Inc. | 430 | $245.0K | 0.08% | 00.0% | Unchanged |
| Hall Kathryn A. | 430 | $245.0K | 0.05% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 427 | $243.1K | 0.07% | 00.0% | Unchanged |
| Betterment LLC | 427 | $243.0K | 0.00% | +427 | New |
| Symphony Financial, Ltd. Co. | 426 | $242.6K | 0.04% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 425 | $242.1K | 0.11% | −1−0.2% | Reduced |
| First Nebraska Trust Co | 425 | $242.1K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 423 | $241.0K | 0.02% | −77−15.4% | Reduced |
| Strategic Financial Concepts, LLC | 423 | $241.0K | 0.08% | −237,240−99.8% | Reduced |
| Capital Asset Advisory Services LLC | 426 | $240.9K | 0.01% | +426 | New |
| Brown Miller Wealth Management, LLC | 422 | $240.4K | 0.09% | 00.0% | Unchanged |
| Napatree Capital LLC | 420 | $239.3K | 0.17% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 418 | $238.1K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 417 | $237.5K | 0.09% | +8+2.0% | Added |
| JustInvest LLC | 415 | $236.4K | 0.00% | +415 | New |
| Heritage Wealth Management, Inc. | 414 | $236.0K | 0.08% | −20−4.6% | Reduced |
| King Luther Capital Management Corp | – | $235.3K | 0.00% | – | – |
| Trust Co | 411 | $234.1K | 0.03% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 411 | $234.1K | 0.06% | +411 | New |
| Sheets Smith Wealth Management | 405 | $230.9K | 0.03% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $230.7K | 0.10% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $230.1K | 0.20% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 403 | $229.6K | 0.13% | −35−8.0% | Reduced |
| Grassi Investment Management | 402 | $229.0K | 0.02% | +1+0.2% | Added |
| Boston Common Asset Management, LLC | 400 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $228.0K | 0.08% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $227.9K | 0.12% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $227.9K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $227.9K | 0.16% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $227.9K | 0.19% | −30−7.0% | Reduced |
| Green Harvest Asset Management LLC | 398 | $226.7K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 398 | $226.7K | 0.02% | +398 | New |
| Hengehold Capital Management LLC | 397 | $226.2K | 0.02% | +397 | New |
| Global Assets Advisory, LLC | 400 | $226.0K | 0.12% | +400 | New |
| Tranquility Partners, LLC | 392 | $223.3K | 0.08% | −26−6.2% | Reduced |
| IAG Wealth Partners, LLC | 392 | $223.3K | 0.04% | +119+43.6% | Added |
| Objective Capital Management, LLC | 392 | $223.1K | 0.13% | +392 | New |
| Atwood & Palmer Inc | 392 | $223.0K | 0.02% | 00.0% | Unchanged |
| Lane & Associates LLC | 389 | $221.8K | 0.12% | −26−6.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 387 | $220.6K | 0.04% | +1+0.3% | Added |
| Private Capital Management, LLC | 385 | $219.3K | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 385 | $219.3K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 384 | $218.7K | 0.04% | +384 | New |
| Nicholas Hoffman & Company, LLC. | 383 | $218.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $216.5K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 379 | $216.0K | 0.02% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $214.8K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 377 | $214.8K | 0.02% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 376 | $214.2K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 376 | $214.0K | 0.06% | +376 | New |
| Nations Financial Group Inc, | 373 | $212.9K | 0.02% | +373 | New |
| Keel Point, LLC | 373 | $212.5K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 372 | $211.9K | 0.01% | +372 | New |
| Lee Danner & Bass Inc | 369 | $210.0K | 0.01% | +369 | New |
| Jacobs & Co | 370 | $210.0K | 0.02% | +370 | New |
| YHB Investment Advisors, Inc. | 368 | $209.6K | 0.02% | +368 | New |
| Asset Dedication, LLC | 367 | $209.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 366 | $208.7K | 0.01% | −45−10.9% | Reduced |
| Lowery Thomas, LLC | 364 | $207.3K | 0.14% | +364 | New |
| Cora Capital Advisors LLC | 363 | $206.8K | 0.10% | +363 | New |
| Univest Financial Corp | 361 | $205.9K | 0.01% | +361 | New |
| Lumbard & Kellner, LLC | 360 | $205.1K | 0.09% | +360 | New |
| Wealthcare Capital Management LLC | 359 | $204.5K | 0.02% | +359 | New |
| Aull & Monroe Investment Management Corp | 358 | $203.9K | 0.09% | −48−11.8% | Reduced |
| Bangor Savings Bank | 358 | $203.9K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 356 | $202.8K | 0.08% | +356 | New |
| Harbor Investment Advisory, LLC | 355 | $202.2K | 0.02% | 00.0% | Unchanged |
| American Capital Management Inc | 353 | $201.1K | 0.01% | +353 | New |
| Blackhill Capital Inc | 351 | $200.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 350 | $199.4K | 0.14% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 340 | $193.7K | 0.04% | +340 | New |
| Blue Bell Private Wealth Management, LLC | 332 | $189.1K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 331 | $188.4K | 0.02% | +1+0.3% | Added |
| Operose Advisors LLC | 329 | $187.4K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 328 | $186.8K | 0.00% | −170−34.1% | Reduced |
| Baldwin Brothers Inc | 317 | $180.6K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 305 | $174.5K | 0.16% | +1+0.3% | Added |
| Darwin Advisors, LLC | 304 | $172.9K | 0.05% | +304 | New |
| Pacific Capital Wealth Advisors, Inc | 300 | $170.9K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 278 | $158.4K | 0.02% | +278 | New |
| Laurel Wealth Advisors LLC | 275 | $156.7K | 0.03% | −30−9.8% | Reduced |
| Northwest Financial Advisors | 275 | $156.7K | 0.12% | +275 | New |
| Jackson, Grant Investment Advisers, Inc. | 266 | $151.7K | 0.06% | +1+0.4% | Added |
| Proequities, Inc. | 265 | $151.4K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 262 | $149.0K | 0.03% | +3+1.2% | Added |
| Macquarie Group Ltd | 259 | $147.5K | 0.00% | +259 | New |
| M&R Capital Management Inc | 258 | $147.0K | 0.03% | +98+61.3% | Added |
| Archer Investment Corp | 256 | $145.9K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $142.8K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 250 | $142.8K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 236 | $134.4K | 0.03% | +236 | New |
| CNB Bank | 235 | $133.9K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 233 | $132.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $131.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 228 | $131.0K | 0.06% | +12+5.6% | Added |