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 |
|---|---|---|---|---|---|
| Union Savings Bank | 6,825 | $3.89M | 1.91% | −178−2.5% | Reduced |
| Bristlecone Advisors, LLC | 6,754 | $3.85M | 0.31% | +380+6.0% | Added |
| Bailard, Inc. | 6,713 | $3.82M | 0.10% | −45−0.7% | Reduced |
| International Assets Investment Management, LLC | 2,172,826 | $3.81M | 0.02% | +2,169,344+62,301.7% | Added |
| Equitable Holdings, Inc. | 6,691 | $3.81M | 0.04% | +909+15.7% | Added |
| Sentinel Trust Co Lba | 6,689 | $3.81M | 0.43% | −136−2.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,687 | $3.81M | 0.21% | +63+1.0% | Added |
| Jordan Park Group LLC | 6,660 | $3.79M | 0.26% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 6,658 | $3.79M | 1.01% | +819+14.0% | Added |
| Sigma Planning Corp | 6,636 | $3.78M | 0.12% | −2,923−30.6% | Reduced |
| Glen Eagle Advisors, LLC | 6,596 | $3.76M | 0.63% | +41+0.6% | Added |
| Prospera Financial Services Inc | 6,592 | $3.76M | 0.10% | −30.0% | Reduced |
| Apollon Wealth Management, LLC | 6,547 | $3.73M | 0.11% | +33+0.5% | Added |
| United Capital Financial Advisers, LLC | 6,544 | $3.73M | 0.03% | −171−2.5% | Reduced |
| Matrix Asset Advisors Inc | 6,514 | $3.71M | 0.41% | +1,248+23.7% | Added |
| Summit Wealth Partners, LLC | 6,478 | $3.69M | 0.71% | −17−0.3% | Reduced |
| Greenleaf Trust | 6,420 | $3.66M | 0.03% | +1,174+22.4% | Added |
| Stephenson National Bank & Trust | 6,392 | $3.64M | 1.16% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,365 | $3.63M | 0.06% | +6,365 | New |
| Charter Research & Investment Group, Inc. | 6,346 | $3.62M | 2.67% | +157+2.5% | Added |
| Gould Asset Management LLC | 6,316 | $3.60M | 0.77% | −20−0.3% | Reduced |
| IFP Advisors, Inc | 6,309 | $3.59M | 0.13% | −597−8.6% | Reduced |
| RVW Wealth, LLC | 6,303 | $3.59M | 0.33% | −392−5.9% | Reduced |
| Sepio Capital, LP | 6,300 | $3.59M | 0.28% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,291 | $3.58M | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,257 | $3.56M | 0.13% | −148−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,254 | $3.56M | 0.11% | +3,691+144.0% | Added |
| Clear Point Advisors Inc. | 6,228 | $3.55M | 2.74% | +8+0.1% | Added |
| Elyxium Wealth, LLC | 6,200 | $3.53M | 1.94% | +6,200 | New |
| First Citizens Bank & Trust Co | 6,177 | $3.52M | 0.08% | −161−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,162 | $3.51M | 0.01% | +275+4.7% | Added |
| National Asset Management, Inc. | 6,146 | $3.50M | 0.10% | +1,138+22.7% | Added |
| Fiduciary Trust Co | 6,091 | $3.47M | 0.05% | −5−0.1% | Reduced |
| Keystone Financial Group | 5,984 | $3.41M | 0.44% | +5,984 | New |
| Romano Brothers and Company | 5,982 | $3.41M | 0.42% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,906 | $3.36M | 2.48% | −13−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,899 | $3.36M | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,866 | $3.34M | 0.06% | +5,866 | New |
| Silvercrest Asset Management Group LLC | 5,802 | $3.30M | 0.02% | +24+0.4% | Added |
| Signature Securities Group Corporation | 5,700 | $3.26M | 0.83% | +152+2.7% | Added |
| Audent Global Asset Management, LLC | 5,712 | $3.25M | 5.55% | −33−0.6% | Reduced |
| Keeley-Teton Advisors, LLC | 5,710 | $3.25M | 0.36% | +21+0.4% | Added |
| Wealthcare Advisory Partners LLC | 5,710 | $3.25M | 0.09% | −248−4.2% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.22M | 0.77% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,606 | $3.19M | 0.33% | −1,041−15.7% | Reduced |
| PFG Advisors | 5,491 | $3.13M | 0.20% | +475+9.5% | Added |
| Global Retirement Partners, LLC | 5,458 | $3.11M | 0.09% | −45−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,456 | $3.11M | 0.15% | −33−0.6% | Reduced |
| Snowden Capital Advisors LLC | 5,396 | $3.08M | 0.09% | +74+1.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,382 | $3.07M | 0.01% | +5,382 | New |
| Delta Financial Group, Inc. | 5,299 | $3.02M | 1.12% | +186+3.6% | Added |
| Diversified Trust Co | 5,275 | $3.00M | 0.08% | +399+8.2% | Added |
| Woodstock Corp | 5,248 | $2.99M | 0.29% | +27+0.5% | Added |
| Pegasus Asset Management, Inc. | 5,230 | $2.98M | 1.14% | −210−3.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,207 | $2.97M | 0.27% | −159−3.0% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.96M | 0.31% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,174 | $2.95M | 0.03% | −5−0.1% | Reduced |
| Vanguard Group Inc | 5,116 | $2.91M | 0.00% | 00.0% | Unchanged |
| Sabal Trust CO | 5,102 | $2.91M | 0.16% | −90−1.7% | Reduced |
| Argent Trust Co | 5,098 | $2.90M | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,420 | $2.90M | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,058 | $2.88M | 0.19% | +5,058 | New |
| Shoker Investment Counsel, Inc. | 5,040 | $2.87M | 0.97% | +8+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,035 | $2.87M | 0.15% | −155−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 5,022 | $2.86M | 0.12% | −78−1.5% | Reduced |
| Spinnaker Trust | 4,999 | $2.85M | 0.18% | −20.0% | Reduced |
| IFG Advisory, LLC | 4,976 | $2.84M | 0.18% | −100−2.0% | Reduced |
| Sage Financial Management Group, Inc. | 4,950 | $2.82M | 1.09% | +486+10.9% | Added |
| Raffa Wealth Management, LLC | 4,917 | $2.80M | 0.68% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 4,895 | $2.79M | 0.64% | −225−4.4% | Reduced |
| Meridian Investment Counsel Inc. | 4,890 | $2.79M | 0.84% | +1,497+44.1% | Added |
| St. Johns Investment Management Company, LLC | 4,870 | $2.77M | 1.30% | −149−3.0% | Reduced |
| DRW Securities, LLC | 4,822 | $2.75M | 0.15% | +3,076+176.2% | Added |
| Moneta Group Investment Advisors LLC | 4,794 | $2.73M | 0.04% | +19+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 4,755 | $2.71M | 0.69% | −96−2.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,739 | $2.70M | 1.07% | +77+1.7% | Added |
| Winthrop Advisory Group LLC | 4,707 | $2.69M | 0.33% | +387+9.0% | Added |
| New England Private Wealth Advisors LLC | 4,721 | $2.69M | 0.43% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,718 | $2.69M | 0.06% | −203−4.1% | Reduced |
| Asset Management Group, Inc. | 4,699 | $2.68M | 0.47% | −165−3.4% | Reduced |
| Precedent Wealth Partners, LLC | 4,691 | $2.67M | 0.88% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,689 | $2.67M | 0.13% | −213−4.3% | Reduced |
| Johnson Financial Group, Inc. | 4,648 | $2.66M | 0.12% | −1,595−25.5% | Reduced |
| Naples Global Advisors, LLC | 4,645 | $2.65M | 0.25% | −30−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 4,657 | $2.65M | 1.45% | +104+2.3% | Added |
| Courier Capital LLC | 4,617 | $2.63M | 0.18% | −15−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,579 | $2.61M | 0.29% | −2,208−32.5% | Reduced |
| Meridian Wealth Management, LLC | 4,576 | $2.61M | 0.13% | −4−0.1% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.60M | 0.64% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,556 | $2.60M | 0.43% | −365−7.4% | Reduced |
| Insigneo Advisory Services, LLC | 4,554 | $2.59M | 0.26% | −58−1.3% | Reduced |
| InTrack Investment Management Inc | 4,534 | $2.58M | 1.83% | −75−1.6% | Reduced |
| Adviser Investments LLC | 4,513 | $2.57M | 0.03% | +27+0.6% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.56M | 0.62% | 00.0% | Unchanged |
| Graypoint LLC | 4,497 | $2.56M | 0.16% | +10.0% | Added |
| Davidson Trust Co | 4,495 | $2.56M | 1.32% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,472 | $2.55M | 0.13% | +50+1.1% | Added |
| Coastline Trust Co | 4,472 | $2.55M | 0.30% | +113+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 4,430 | $2.52M | 0.04% | −262−5.6% | Reduced |
| TD Waterhouse Canada Inc. | 4,428 | $2.50M | 0.02% | +174+4.1% | Added |