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 | 1,126 | $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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 32,788 | $18.7M | 0.06% | −2,626−7.4% | Reduced |
| Huntington National Bank | – | $18.6M | 0.14% | – | – |
| Vestor Capital, LLC | 32,302 | $18.4M | 1.45% | −574−1.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 32,253 | $18.4M | 3.86% | +492+1.5% | Added |
| Trustmark National Bank Trust Department | 32,192 | $18.3M | 1.39% | +314+1.0% | Added |
| Miracle Mile Advisors, LLC | 31,865 | $18.2M | 0.42% | −152−0.5% | Reduced |
| Barclays PLC | 31,585 | $18.0M | 0.01% | −38,877−55.2% | Reduced |
| Citigroup Inc | 30,993 | $17.7M | 0.02% | −12,103−28.1% | Reduced |
| Glenmede Trust Co NA | 30,632 | $17.4M | 0.08% | +200+0.7% | Added |
| RMB Capital Management, LLC | 30,490 | $17.4M | 0.39% | −1,027−3.3% | Reduced |
| Curbstone Financial Management Corp | 30,366 | $17.3M | 3.70% | −70−0.2% | Reduced |
| Kestra Advisory Services, LLC | 29,159 | $16.6M | 0.09% | +8,050+38.1% | Added |
| Lido Advisors, LLC | 29,158 | $16.6M | 0.12% | −2,958−9.2% | Reduced |
| Simmons Bank | 28,771 | $16.4M | 1.19% | −730−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 28,518 | $16.3M | 0.18% | −467−1.6% | Reduced |
| Hancock Whitney Corp | 28,378 | $16.2M | 0.52% | +42+0.1% | Added |
| FMR LLC | 27,731 | $15.8M | 0.00% | +1,426+5.4% | Added |
| MML Investors Services, LLC | 26,949 | $15.4M | 0.06% | +3,083+12.9% | Added |
| Commerce Bank | 26,872 | $15.3M | 0.09% | +248+0.9% | Added |
| Youngs Advisory Group, Inc. | 26,611 | $15.2M | 6.28% | +520+2.0% | Added |
| D. E. Shaw & Co., Inc. | 26,277 | $15.0M | 0.02% | −542−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,587 | $14.6M | 0.13% | +1,324+5.5% | Added |
| Mesirow Financial Investment Management, Inc. | 25,493 | $14.5M | 0.28% | +831+3.4% | Added |
| Savant Capital, LLC | 25,428 | $14.5M | 0.12% | +198+0.8% | Added |
| Black Swift Group, LLC | 25,308 | $14.4M | 3.18% | +25,308 | New |
| Wellspring Financial Advisors, LLC | 24,909 | $14.2M | 1.69% | −781−3.0% | Reduced |
| IMC-Chicago, LLC | 24,903 | $14.2M | 0.41% | +24,903 | New |
| Atlantic Edge Private Wealth Management, LLC | 24,704 | $14.1M | 4.28% | +55+0.2% | Added |
| Shapiro Capital Management LLC | 24,400 | $13.9M | 0.43% | +6,300+34.8% | Added |
| Carnegie Capital Asset Management, LLC | 24,077 | $13.7M | 0.40% | −242−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,719 | $13.5M | 0.36% | +20,338+601.5% | Added |
| MCF Advisors LLC | 23,017 | $13.1M | 0.92% | −18−0.1% | Reduced |
| Caldwell Trust Co | 22,875 | $13.0M | 1.37% | −435−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 22,705 | $12.9M | 0.08% | +674+3.1% | Added |
| SlateStone Wealth, LLC | 22,635 | $12.9M | 1.16% | −80−0.4% | Reduced |
| CWM, LLC | 22,378 | $12.7M | 0.05% | +1,685+8.1% | Added |
| Victory Capital Management Inc | 22,300 | $12.7M | 0.01% | +14,200+175.3% | Added |
| Thrivent Financial for Lutherans | 21,474 | $12.2M | 0.02% | +18,755+689.8% | Added |
| Mill Creek Capital Advisors, LLC | 21,141 | $12.0M | 0.29% | −90−0.4% | Reduced |
| Callan Family Office, LLC | 20,712 | $11.8M | 1.98% | +1,594+8.3% | Added |
| Trifecta Capital Advisors, LLC | 20,614 | $11.7M | 2.46% | −214−1.0% | Reduced |
| Old National Bancorp | 20,547 | $11.7M | 0.27% | +868+4.4% | Added |
| Dumont & Blake Investment Advisors LLC | 20,461 | $11.7M | 3.11% | −20,600−50.2% | Reduced |
| Exchange Capital Management, Inc. | 20,296 | $11.6M | 1.84% | −473−2.3% | Reduced |
| jvl associates llc | 19,911 | $11.3M | 4.37% | −10.0% | Reduced |
| First Financial Bank - Trust Division | 19,728 | $11.2M | 1.03% | −145−0.7% | Reduced |
| Lutz Financial Services LLC | 19,518 | $11.1M | 0.90% | −54−0.3% | Reduced |
| Country Club Bank | 19,366 | $11.0M | 0.74% | −436−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,324 | $11.0M | 1.99% | +140+0.7% | Added |
| Peddock Capital Advisors, LLC | 19,072 | $10.9M | 2.61% | +1,350+7.6% | Added |
| Ameritas Investment Partners, Inc. | 19,045 | $10.8M | 0.35% | +7,000+58.1% | Added |
| GTS Securities LLC | 18,562 | $10.6M | 0.21% | +2,746+17.4% | Added |
| Nixon Peabody Trust Co | 18,498 | $10.5M | 0.88% | −113−0.6% | Reduced |
| MetLife Investment Management | 18,300 | $10.4M | 0.06% | −44,400−70.8% | Reduced |
| Arvest Investments, Inc. | 17,847 | $10.2M | 1.54% | +133+0.8% | Added |
| NBT Bank N A | 17,800 | $10.1M | 0.68% | −385−2.1% | Reduced |
| Central Bank & Trust Co | 17,799 | $10.1M | 1.40% | −100−0.6% | Reduced |
| Harbour Trust & Investment Management Co | 17,612 | $10.0M | 1.14% | −50−0.3% | Reduced |
| SG Americas Securities, LLC | 17,585 | $10.0M | 0.04% | −81,863−82.3% | Reduced |
| Fifth Third Securities, Inc. | 17,307 | $9.86M | 0.93% | −246−1.4% | Reduced |
| Hummer Financial Advisory Services Inc | 17,138 | $9.79M | 7.70% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,152 | $9.77M | 0.07% | −60−0.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 17,083 | $9.73M | 1.41% | −6,000−26.0% | Reduced |
| Legacy Advisors, LLC | 17,065 | $9.72M | 1.05% | +9+0.1% | Added |
| Kingfisher Capital LLC | 17,030 | $9.70M | 2.22% | −802−4.5% | Reduced |
| Agf Management Ltd | 17,018 | $9.69M | 0.05% | −44−0.3% | Reduced |
| Terry L. Blaker | 17,014 | $9.69M | 0.37% | −944−5.3% | Reduced |
| Mechanics Bank Trust Department | 16,914 | $9.64M | 1.28% | −301−1.7% | Reduced |
| Evercore Wealth Management, LLC | 16,578 | $9.44M | 0.14% | −148−0.9% | Reduced |
| Howard Capital Management Inc. | 16,566 | $9.44M | 0.16% | −76−0.5% | Reduced |
| Mercer Global Advisors Inc | 16,588 | $9.40M | 0.02% | −415−2.4% | Reduced |
| Franklin Resources Inc | 16,107 | $9.33M | 0.00% | +1,837+12.9% | Added |
| Kovitz Investment Group Partners, LLC | 17,831 | $9.26M | 0.07% | +6,334+55.1% | Added |
| Boston Financial Mangement LLC | 16,180 | $9.22M | 0.27% | −202−1.2% | Reduced |
| GFS Advisors, LLC | 16,143 | $9.20M | 1.95% | +685+4.4% | Added |
| Capstone Financial Advisors, Inc. | 16,112 | $9.18M | 0.56% | −104−0.6% | Reduced |
| Canopy Partners, LLC | 15,806 | $9.00M | 3.88% | +1,533+10.7% | Added |
| Pensionmark Financial Group, LLC | 15,694 | $8.94M | 0.28% | −595−3.7% | Reduced |
| Two Sigma Investments, LP | 15,600 | $8.89M | 0.02% | +15,600 | New |
| Tiaa Trust, National Association | 15,559 | $8.86M | 0.03% | −376−2.4% | Reduced |
| Raymond James Trust N.A. | 15,442 | $8.80M | 0.19% | −662−4.1% | Reduced |
| KCM Investment Advisors LLC | 15,401 | $8.77M | 0.30% | −357−2.3% | Reduced |
| Wealthspire Advisors, LLC | 15,006 | $8.55M | 0.09% | +3,326+28.5% | Added |
| Granite FO LLC | 14,756 | $8.41M | 4.76% | +115+0.8% | Added |
| Walleye Trading LLC | 14,623 | $8.33M | 0.20% | +14,623 | New |
| Means Investment Co., Inc. | 14,517 | $8.27M | 0.92% | −249−1.7% | Reduced |
| Madison Asset Management, LLC | 14,503 | $8.26M | 0.09% | −2,004−12.1% | Reduced |
| Madison Park Capital Advisors, LLC | 14,501 | $8.26M | 6.19% | +105+0.7% | Added |
| Csenge Advisory Group | 14,243 | $8.20M | 0.43% | +516+3.8% | Added |
| CIBC Private Wealth Group, LLC | 14,235 | $8.11M | 0.01% | −1,367−8.8% | Reduced |
| Legal & General Group Plc | 14,200 | $8.09M | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 14,189 | $8.08M | 4.72% | +107+0.8% | Added |
| Boston Family Office LLC | 14,180 | $8.08M | 0.55% | −236−1.6% | Reduced |
| Linscomb & Williams, Inc. | 14,124 | $8.05M | 0.40% | −4,988−26.1% | Reduced |
| Chesley Taft & Associates LLC | 14,081 | $8.02M | 0.38% | −45−0.3% | Reduced |
| RMR Wealth Builders | 14,026 | $7.99M | 0.85% | −163−1.1% | Reduced |
| Smith Anglin Financial, LLC | 13,740 | $7.83M | 0.75% | −76−0.6% | Reduced |
| Unionview, LLC | 13,722 | $7.82M | 6.08% | +28+0.2% | Added |
| Boyd Watterson Asset Management LLC | 13,680 | $7.79M | 2.14% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13,572 | $7.73M | 2.04% | −543−3.8% | Reduced |