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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.

Institutional holdersQ3 2024: 1,319 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,127 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ3 2024: $14.1B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,127$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC16$9.12K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Delta Asset Management LLC15$8.54K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC14$7.97K0.00%00.0%Unchanged
Stephens Consulting, LLC13$7.41K0.00%−6−31.6%Reduced
HHM Wealth Advisors, LLC13$7.41K0.00%00.0%Unchanged
Northwest Capital Management Inc13$7.41K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$6.84K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.70K0.00%00.0%Unchanged
Key Financial Inc10$5.70K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.70K0.00%+10New
WR Wealth Planners, LLC9$5.13K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.57K0.00%00.0%Unchanged
Russell Investments Group, Ltd.8$4.56K0.00%−1−11.1%Reduced
Caldwell Sutter Capital, Inc.7$3.99K0.00%00.0%Unchanged
Transcendent Capital Group LLC3$1.71K0.00%+2+200.0%Added
Hemington Wealth Management2$1.00K0.00%+2New
Eagle Bay Advisors LLC0$1340.00%−250−100.0%Reduced
Coston, McIsaac & Partners1$00.00%00.0%Unchanged
Cercano Management LLC0$00.00%−83,934−100.0%Sold out
Modern Wealth Management, LLC0$00.00%−76,178−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−63,618−100.0%Sold out
Passaic Partners LLC0$00.00%−50,258−100.0%Sold out
Millennium Management LLC0$00.00%−38,825−100.0%Sold out
BW Gestao de Investimentos Ltda.0$00.00%−28,645−100.0%Sold out
Squarepoint Ops LLC0$00.00%−27,537−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−7,400−100.0%Sold out
Sharp Financial Services, LLC0$00.00%−6,783−100.0%Sold out
Boston Private Wealth LLC0$00.00%−5,345−100.0%Sold out
EWG Elevate Inc.0$00.00%−3,639−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−3,214−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,860−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−1,875−100.0%Sold out
RPS Advisory Solutions LLC0$00.00%−1,732−100.0%Sold out
Financial Services Advisory Inc0$00.00%−1,542−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,405−100.0%Sold out
Scientech Research LLC0$00.00%−1,338−100.0%Sold out
Schrum Private Wealth Management LLC0$00.00%−1,298−100.0%Sold out
Independent Advisor Alliance0$00.00%−1,200−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−1,003−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−973−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−924−100.0%Sold out
Marshall Wace, LLP0$00.00%−752−100.0%Sold out
Quantinno Capital Management LP0$00.00%−682−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−577−100.0%Sold out
XTX Topco Ltd0$00.00%−572−100.0%Sold out
Everpar Advisors LLC0$00.00%−568−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−535−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−482−100.0%Sold out
Guild Investment Management, Inc.0$00.00%−475−100.0%Sold out
Vantage Financial Partners, LLC0$00.00%−428−100.0%Sold out
ProVise Management Group, LLC0$00.00%−425−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−417−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−400−100.0%Sold out
EPG Wealth Management LLC0$00.00%0Sold out
Garde Capital, Inc.0$00.00%−362−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−271−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−204−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−166−100.0%Sold out
RFP Financial Group LLC0$00.00%−135−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−125−100.0%Sold out
Newton One Investments LLC0$00.00%−121−100.0%Sold out
Register Financial Advisors LLC0$00.00%−99−100.0%Sold out
Cypress Capital, LLC0$00.00%−91−100.0%Sold out
Family Firm, Inc.0$00.00%−79−100.0%Sold out
Chris Bulman Inc0$00.00%−57−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−56−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−51−100.0%Sold out
Addison Advisors LLC0$00.00%−50−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−44−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−32−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−26−100.0%Sold out
Castleview Partners, LLC0$00.00%−13−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−9−100.0%Sold out
Arvest Trust Co N A––––Not filed
Hyman Charles D––––Not filed
BlackRock Inc.––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Victory Financial Group, LLC––––Not filed
Vantage Financial Partners Ltd., Inc.––––Not filed
Hoylecohen, LLC––––Not filed
Wunderlich Capital Managemnt––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Walden Wealth Partners LLC––––Not filed
Private Ocean, LLC––––Not filed
Gratus Capital LLC––––Not filed
Abbrea Capital, LLC––––Not filed
Members Wealth LLC––––Not filed
Spotlight Asset Group, Inc.––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Heritage Trust Co––––Not filed