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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 225 | $128.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 219 | $124.8K | 0.01% | +145+195.9% | Added |
| FinTrust Capital Advisors, LLC | 201 | $114.5K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 200 | $113.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $113.5K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $113.4K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $112.8K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 198 | $112.7K | 0.01% | +1+0.5% | Added |
| Northwest Bank & Trust Co | 195 | $111.1K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 190 | $108.0K | 0.01% | +12+6.7% | Added |
| Godsey & Gibb Associates | 185 | $105.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 182 | $103.7K | 0.02% | −80−30.5% | Reduced |
| Beacon Capital Management, LLC | 181 | $103.1K | 0.01% | −11−5.7% | Reduced |
| EnRich Financial Partners LLC | 180 | $102.5K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $100.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $98.0K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $97.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 164 | $93.4K | 0.03% | −38−18.8% | Reduced |
| Horizons Wealth Management | 164 | $93.4K | 0.07% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $90.4K | 0.02% | +159 | New |
| Atlas Capital Advisors LLC | 150 | $85.8K | 0.01% | −1−0.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $85.4K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 145 | $82.6K | 0.03% | +145 | New |
| Semmax Financial Advisors Inc. | 133 | $80.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 136 | $77.5K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $75.8K | 0.02% | +109+454.2% | Added |
| Rogco, LP | 130 | $74.1K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 119 | $71.7K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $71.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $71.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $71.2K | 0.02% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 119 | $68.0K | 0.26% | +119 | New |
| Canton Hathaway, LLC | 115 | $66.0K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 114 | $61.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 101 | $58.0K | 0.00% | −81−44.5% | Reduced |
| Rothschild Investment LLC | 100 | $57.1K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 100 | $57.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $57.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $57.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 100 | $57.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 99 | $56.4K | 0.03% | +43+76.8% | Added |
| Islay Capital Management, LLC | 98 | $55.8K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 92 | $52.4K | 0.00% | −149−61.8% | Reduced |
| First Community Trust NA | 90 | $51.3K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $51.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 90 | $51.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $51.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 88 | $50.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $49.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $48.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $46.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 79 | $45.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $40.4K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 70 | $39.9K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $39.9K | 0.02% | +70 | New |
| Chilton Capital Management LLC | 61 | $34.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 60 | $34.2K | 0.01% | +56+1,400.0% | Added |
| Alpine Bank Wealth Management | 60 | $34.2K | 0.01% | +60 | New |
| Piscataqua Savings Bank | 56 | $31.9K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 55 | $31.3K | 0.00% | −131,915−100.0% | Reduced |
| National Bank of Canada | 53 | $30.2K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 53 | $30.0K | 0.02% | −477−90.0% | Reduced |
| Evolution Advisers, Inc. | 54 | $30.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $29.6K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 52 | $29.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $28.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 50 | $28.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $28.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 50 | $28.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 49 | $28.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $28.2K | 0.00% | +50 | New |
| Concord Wealth Partners | 47 | $26.5K | 0.00% | +1+2.2% | Added |
| Ruedi Wealth Management, Inc. | 46 | $26.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $25.9K | 0.00% | +1+2.2% | Added |
| Cherry Tree Wealth Management, LLC | 44 | $25.1K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $22.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 36 | $20.5K | 0.00% | +36 | New |
| Webster Bank, N. A. | 35 | $19.9K | 0.00% | −20−36.4% | Reduced |
| Olistico Wealth, LLC | 35 | $19.9K | 0.01% | +35 | New |
| Amundi | 35 | $19.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $17.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $17.1K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 27 | $15.4K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 25 | $14.4K | 0.01% | −1−3.8% | Reduced |
| Arrow Financial Corp | 25 | $14.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $14.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 25 | $14.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $12.5K | 0.01% | −25−53.2% | Reduced |
| Arlington Trust Co LLC | 22 | $12.5K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 20 | $11.5K | 0.00% | +20 | New |
| Annapolis Financial Services, LLC | 20 | $11.4K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $10.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $10.8K | 0.01% | – | – |
| Newbridge Financial Services Group, Inc. | 16 | $9.32K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $9.12K | 0.00% | 00.0% | Unchanged |