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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 13,546 | $7.72M | 0.25% | −43−0.3% | Reduced |
| Private Advisor Group, LLC | 13,371 | $7.62M | 0.05% | +364+2.8% | Added |
| Staley Capital Advisers Inc | 13,102 | $7.46M | 0.33% | +400+3.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,873 | $7.45M | 3.91% | 00.0% | Unchanged |
| Grove Bank & Trust | 12,900 | $7.35M | 1.09% | −1,913−12.9% | Reduced |
| Colorado Capital Management, Inc. | 12,799 | $7.29M | 3.60% | −357−2.7% | Reduced |
| Meridian Wealth Advisors, LLC | 12,669 | $7.22M | 1.21% | −124−1.0% | Reduced |
| BlueCrest Capital Management Ltd | 12,500 | $7.12M | 1.69% | +12,500 | New |
| Synovus Financial Corp | 12,245 | $6.98M | 0.08% | +435+3.7% | Added |
| Sand Hill Global Advisors, LLC | 12,238 | $6.97M | 0.29% | −45−0.4% | Reduced |
| Dakota Wealth Management | 12,126 | $6.91M | 0.16% | −78−0.6% | Reduced |
| Rothschild Capital Partners, LLC | 12,087 | $6.89M | 1.92% | +10,625+726.7% | Added |
| Community Bank, N.A. | 11,880 | $6.77M | 0.85% | −77−0.6% | Reduced |
| Inspire Trust Co, N.A. | 11,822 | $6.73M | 1.85% | +1,900+19.1% | Added |
| Goelzer Investment Management, Inc. | 11,653 | $6.64M | 0.36% | −283−2.4% | Reduced |
| TKG Advisors, LLC | 11,652 | $6.64M | 3.28% | +337+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,611 | $6.61M | 0.63% | +124+1.1% | Added |
| Palisade Asset Management, LLC | 11,572 | $6.59M | 0.65% | +110+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 11,450 | $6.52M | 0.08% | −323−2.7% | Reduced |
| Hanover Advisors Inc | 11,071 | $6.31M | 2.65% | +111+1.0% | Added |
| Pegasus Partners Ltd. | 11,032 | $6.28M | 0.59% | −93−0.8% | Reduced |
| First Horizon Advisors, Inc. | 11,018 | $6.28M | 0.17% | +132+1.2% | Added |
| Sanctuary Advisors, LLC | 10,268 | $6.27M | 0.04% | +2,386+30.3% | Added |
| Latigo Investments, LLC | 10,962 | $6.24M | 3.05% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,871 | $6.19M | 0.70% | −38−0.3% | Reduced |
| Adirondack Trust Co | 10,770 | $6.14M | 2.36% | −145−1.3% | Reduced |
| Retirement Income Solutions, Inc | 10,760 | $6.13M | 1.40% | −25−0.2% | Reduced |
| Leavell Investment Management, Inc. | 10,690 | $6.11M | 0.30% | +500+4.9% | Added |
| Bryn Mawr Trust Co | 10,382 | $5.91M | 0.11% | +9,441+1,003.3% | Added |
| Ieq Capital, LLC | 10,356 | $5.90M | 0.07% | +2,435+30.7% | Added |
| Gries Financial LLC | 10,350 | $5.90M | 1.10% | +120+1.2% | Added |
| Lodestar Private Asset Management LLC | 10,121 | $5.77M | 0.73% | +136+1.4% | Added |
| Flputnam Investment Management Co | 10,073 | $5.74M | 0.10% | −30−0.3% | Reduced |
| RBF Capital, LLC | 10,000 | $5.70M | 0.29% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 9,878 | $5.63M | 0.24% | +263+2.7% | Added |
| Firestone Capital Management | 9,848 | $5.61M | 1.41% | −236−2.3% | Reduced |
| Court Place Advisors, LLC | 9,773 | $5.57M | 1.62% | +946+10.7% | Added |
| Bank of New Hampshire | 9,759 | $5.56M | 1.39% | −202−2.0% | Reduced |
| Peak Asset Management, LLC | 9,751 | $5.55M | 1.05% | −296−2.9% | Reduced |
| Resonant Capital Advisors, LLC | 9,719 | $5.55M | 0.41% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,693 | $5.52M | 0.83% | −189−1.9% | Reduced |
| HB Wealth Management, LLC | 9,687 | $5.52M | 0.06% | +9+0.1% | Added |
| Sageworth Trust Co | 9,582 | $5.46M | 0.33% | +76+0.8% | Added |
| Bokf, NA | 9,606 | $5.42M | 0.10% | −215−2.2% | Reduced |
| Buckingham Strategic Partners | 9,496 | $5.41M | 0.11% | +2,296+31.9% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.38M | 0.05% | 00.0% | Unchanged |
| Motco | 9,442 | $5.38M | 0.54% | −69−0.7% | Reduced |
| Central Trust Co | 9,388 | $5.35M | 0.13% | −140−1.5% | Reduced |
| Sentinus, LLC | 100,848 | $5.33M | 2.00% | +98,590+4,366.3% | Added |
| HSBC Holdings PLC | 9,189 | $5.23M | 0.00% | −5,270−36.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9,120 | $5.21M | 0.12% | +332+3.8% | Added |
| Balboa Wealth Partners | 9,112 | $5.19M | 1.29% | −2,033−18.2% | Reduced |
| G&S Capital LLC | 9,073 | $5.17M | 2.17% | +185+2.1% | Added |
| Financial Engines Advisors L.L.C. | 9,036 | $5.16M | 0.01% | −139−1.5% | Reduced |
| Newport Capital Group, LLC | 9,056 | $5.16M | 3.80% | +230+2.6% | Added |
| Associated Banc-Corp | 9,046 | $5.15M | 0.15% | −95−1.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | −104−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,904 | $5.07M | 0.06% | −777−8.0% | Reduced |
| Ti-Trust, Inc | 8,708 | $4.96M | 3.55% | −76−0.9% | Reduced |
| NBW Capital LLC | 8,698 | $4.95M | 0.93% | +737+9.3% | Added |
| Allworth Financial LP | 8,415 | $4.79M | 0.03% | +59+0.7% | Added |
| AMG National Trust Bank | 8,406 | $4.79M | 0.13% | −5,360−38.9% | Reduced |
| CMG Global Holdings, LLC | 8,350 | $4.76M | 2.69% | +51+0.6% | Added |
| KMG Fiduciary Partners, LLC | 8,266 | $4.71M | 0.41% | −361−4.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,223 | $4.68M | 2.52% | −81−1.0% | Reduced |
| Green Square Capital Advisors LLC | 8,220 | $4.68M | 0.66% | −376−4.4% | Reduced |
| Modera Wealth Management, LLC | 8,152 | $4.64M | 0.06% | −287−3.4% | Reduced |
| Highview Capital Management LLC | 8,133 | $4.63M | 1.88% | +22+0.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,053 | $4.59M | 1.53% | +187+2.4% | Added |
| Barrett & Company, Inc. | 8,038 | $4.58M | 1.98% | −90−1.1% | Reduced |
| Summit Financial, LLC | 8,014 | $4.58M | 0.18% | +1,774+28.4% | Added |
| RSM US Wealth Management LLC | 8,075 | $4.56M | 0.07% | −583−6.7% | Reduced |
| Intrepid Financial Planning Group LLC | 7,980 | $4.55M | 1.95% | −434−5.2% | Reduced |
| Bay Rivers Group | 7,969 | $4.54M | 2.26% | +33+0.4% | Added |
| Wetherby Asset Management Inc | 7,811 | $4.45M | 0.20% | +15+0.2% | Added |
| Lynx Capital Group Ltd | 7,776 | $4.43M | 2.87% | +173+2.3% | Added |
| Evensky & Katz LLC | 7,754 | $4.42M | 0.29% | −52−0.7% | Reduced |
| Weil Company, Inc. | 7,702 | $4.39M | 1.44% | −326−4.1% | Reduced |
| Keybank National Association | 7,697 | $4.38M | 0.02% | −164−2.1% | Reduced |
| Harbour Investments, Inc. | 7,669 | $4.37M | 0.13% | −140−1.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,595 | $4.33M | 1.79% | −81−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,593 | $4.33M | 0.23% | −37−0.5% | Reduced |
| Sonata Capital Group Inc | 7,583 | $4.32M | 1.83% | −576−7.1% | Reduced |
| Fifth Third Bancorp | 7,525 | $4.29M | 0.02% | +1,495+24.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,538 | $4.29M | 1.63% | −30.0% | Reduced |
| Segment Wealth Management, LLC | 7,490 | $4.27M | 0.29% | −71−0.9% | Reduced |
| Perigon Wealth Management, LLC | 7,441 | $4.24M | 0.11% | +622+9.1% | Added |
| Oppenheimer & Co Inc | 7,399 | $4.21M | 0.06% | −3,050−29.2% | Reduced |
| North Star Investment Management Corp. | 7,396 | $4.21M | 0.29% | +230+3.2% | Added |
| GWM Advisors LLC | 7,297 | $4.16M | 0.03% | +774+11.9% | Added |
| Midwest Financial Group LLC | 7,233 | $4.12M | 2.42% | +69+1.0% | Added |
| Haverford Trust Co | 7,199 | $4.10M | 0.04% | +100+1.4% | Added |
| Breakwater Capital Group | 7,184 | $4.09M | 0.82% | +679+10.4% | Added |
| Resources Investment Advisors, LLC. | 7,112 | $4.05M | 0.05% | +7+0.1% | Added |
| Stock Yards Bank & Trust Co | 7,106 | $4.05M | 0.13% | −60−0.8% | Reduced |
| Renaissance Investment Group LLC | 7,099 | $4.04M | 0.84% | −224−3.1% | Reduced |
| JMG Financial Group, Ltd. | 7,012 | $3.99M | 0.14% | −37−0.5% | Reduced |
| Proficio Capital Partners LLC | 6,960 | $3.96M | 0.39% | +986+16.5% | Added |
| Yousif Capital Management, LLC | 6,879 | $3.92M | 0.04% | −4,350−38.7% | Reduced |
| Davis R M Inc | 6,874 | $3.92M | 0.08% | −35−0.5% | Reduced |