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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,359 | $2.48M | 0.95% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,336 | $2.47M | 1.31% | −150−3.3% | Reduced |
| WealthBridge Capital Management, LLC | 4,255 | $2.42M | 0.70% | +69+1.6% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.40M | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,196 | $2.40M | 0.11% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4,206 | $2.40M | 1.47% | −98−2.3% | Reduced |
| Lavaca Capital LLC | 4,200 | $2.39M | 1.15% | +4,200 | New |
| Lowe Wealth Advisors, LLC | 4,181 | $2.38M | 1.03% | +362+9.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.36M | 0.63% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 4,143 | $2.36M | 0.12% | −5,659−57.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,117 | $2.35M | 0.05% | −23−0.6% | Reduced |
| Umb Bank N A | 4,085 | $2.33M | 0.04% | 00.0% | Unchanged |
| David Loasby | 4,123 | $2.33M | 0.22% | +146+3.7% | Added |
| Lionsbridge Wealth Management LLC | 4,080 | $2.32M | 1.84% | −38−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,061 | $2.31M | 0.09% | −222−5.2% | Reduced |
| Transatlantique Private Wealth LLC | 4,055 | $2.31M | 0.89% | −74−1.8% | Reduced |
| Capital Investment Advisory Services, LLC | 4,043 | $2.30M | 0.22% | +83+2.1% | Added |
| Revolve Wealth Partners, LLC | 4,033 | $2.30M | 0.35% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 4,000 | $2.28M | 1.63% | −8−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,987 | $2.27M | 0.03% | +1,259+46.2% | Added |
| Crescent Sterling, Ltd. | 3,971 | $2.26M | 2.15% | +74+1.9% | Added |
| Soltis Investment Advisors LLC | 3,958 | $2.25M | 0.22% | −5−0.1% | Reduced |
| Stone Point Wealth LLC | 3,891 | $2.22M | 0.72% | +1,132+41.0% | Added |
| Boothbay Fund Management, LLC | 3,886 | $2.21M | 0.07% | −4,685−54.7% | Reduced |
| Cambridge Advisors Inc. | 3,874 | $2.21M | 0.48% | −5−0.1% | Reduced |
| Intelligent Financial Strategies | 3,857 | $2.20M | 1.21% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,853 | $2.19M | 1.57% | 00.0% | Unchanged |
| Private Trust Co NA | 3,848 | $2.19M | 0.22% | +34+0.9% | Added |
| CAPROCK Group, Inc. | 3,819 | $2.18M | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,787 | $2.16M | 0.29% | −11,320−74.9% | Reduced |
| Brevan Howard Capital Management LP | 3,778 | $2.15M | 0.10% | +3,778 | New |
| Wesbanco Bank Inc | 3,774 | $2.15M | 0.07% | −102−2.6% | Reduced |
| TD Private Client Wealth LLC | 3,771 | $2.15M | 0.06% | −53−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 3,765 | $2.14M | 0.82% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,753 | $2.14M | 0.07% | +1,358+56.7% | Added |
| Mutual Advisors, LLC | 3,736 | $2.13M | 0.06% | +2,902+348.0% | Added |
| NorthRock Partners, LLC | 3,734 | $2.13M | 0.07% | −33−0.9% | Reduced |
| Old Second National Bank of Aurora | 3,728 | $2.12M | 0.51% | −7−0.2% | Reduced |
| Arizona PSPRS Trust | 3,700 | $2.11M | 0.08% | +3,700 | New |
| Lindbrook Capital, LLC | 3,681 | $2.10M | 0.19% | −10−0.3% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $2.08M | 0.70% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,629 | $2.07M | 0.13% | −4−0.1% | Reduced |
| Meridian Financial, LLC | 3,612 | $2.06M | 1.37% | +25+0.7% | Added |
| Kestra Private Wealth Services, LLC | 3,601 | $2.05M | 0.04% | −15−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 3,581 | $2.04M | 0.24% | −5−0.1% | Reduced |
| Scotia Capital Inc. | 3,568 | $2.03M | 0.01% | +202+6.0% | Added |
| Eldridge Investment Advisors, Inc. | 3,556 | $2.03M | 0.48% | −284−7.4% | Reduced |
| Integrated Advisors Network LLC | 3,539 | $2.02M | 0.10% | +50+1.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $2.00M | 0.51% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,509 | $2.00M | 0.38% | +340+10.7% | Added |
| Embree Financial Group | 3,444 | $1.96M | 0.35% | +6+0.2% | Added |
| Investment Advisory Group, LLC | 3,444 | $1.96M | 0.68% | −113−3.2% | Reduced |
| Focus Financial Network, Inc. | 3,402 | $1.94M | 0.08% | −221−6.1% | Reduced |
| GenTrust, LLC | 3,372 | $1.93M | 0.09% | +18+0.5% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.92M | 0.29% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,373 | $1.92M | 1.16% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,366 | $1.92M | 0.33% | −12−0.4% | Reduced |
| Tiemann Investment Advisors, LLC | 3,332 | $1.90M | 0.82% | −40−1.2% | Reduced |
| TSFG, LLC | 3,298 | $1.88M | 0.41% | −201−5.7% | Reduced |
| Farrow Financial Inc. | 3,295 | $1.88M | 1.18% | −57−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,285 | $1.87M | 0.11% | +118+3.7% | Added |
| Freestone Capital Holdings, LLC | 3,284 | $1.87M | 0.06% | +33+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 3,222 | $1.84M | 0.13% | +75+2.4% | Added |
| Aspiriant, LLC | 3,221 | $1.84M | 0.07% | −8−0.2% | Reduced |
| Neuberger Berman Group LLC | 3,209 | $1.83M | 0.00% | +325+11.3% | Added |
| Regions Financial Corp | 3,204 | $1.83M | 0.01% | −12−0.4% | Reduced |
| Oxford Financial Group Ltd | 3,192 | $1.82M | 0.12% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,190 | $1.82M | 0.43% | −131−3.9% | Reduced |
| XML Financial, LLC | 3,157 | $1.80M | 0.17% | +298+10.4% | Added |
| Mathes Company, Inc. | 3,150 | $1.79M | 0.63% | 00.0% | Unchanged |
| Darrow Company, Inc. | 3,124 | $1.78M | 1.03% | −5−0.2% | Reduced |
| Northwest Bancshares, Inc. | 3,123 | $1.78M | 0.30% | −296−8.7% | Reduced |
| Harvest Investment Services, LLC | 3,114 | $1.77M | 0.57% | −1,932−38.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,095 | $1.76M | 0.03% | +31+1.0% | Added |
| Valmark Advisers, Inc. | 3,082 | $1.76M | 0.03% | +497+19.2% | Added |
| Garden State Investment Advisory Services LLC | 3,071 | $1.75M | 0.56% | +168+5.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,068 | $1.75M | 1.10% | +2+0.1% | Added |
| RFG Advisory, LLC | 3,027 | $1.72M | 0.05% | −3,459−53.3% | Reduced |
| AlTi Global, Inc. | 3,004 | $1.72M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,981 | $1.70M | 0.00% | −223−7.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.69M | 0.41% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,940 | $1.67M | 0.46% | −32−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,883 | $1.64M | 0.03% | +1,749+154.2% | Added |
| Providence First Trust Co | 2,831 | $1.61M | 0.68% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,829 | $1.61M | 0.00% | −185−6.1% | Reduced |
| Advus Financial Partners, LLC | 2,769 | $1.58M | 0.66% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.58M | 0.14% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,746 | $1.56M | 1.39% | +10+0.4% | Added |
| Harbor Advisory Corp | 2,743 | $1.56M | 0.51% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,742 | $1.56M | 0.06% | −2,699−49.6% | Reduced |
| SK Wealth Management, LLC | 2,704 | $1.55M | 0.79% | +2,704 | New |
| GEM Asset Management, LLC | 2,724 | $1.54M | 0.88% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,686 | $1.53M | 0.05% | +89+3.4% | Added |
| Dynamic Advisor Solutions LLC | 2,643 | $1.51M | 0.05% | +343+14.9% | Added |
| Osborne Partners Capital Management, LLC | 2,638 | $1.50M | 0.09% | −10.0% | Reduced |
| High Falls Advisors, Inc | 2,638 | $1.50M | 0.34% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,625 | $1.50M | 0.74% | +4+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.48M | 0.16% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,757 | $1.48M | 0.51% | −115−4.0% | Reduced |
| Fiducient Advisors LLC | 2,589 | $1.47M | 0.17% | +203+8.5% | Added |