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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 2,589 | $1.47M | 0.11% | +388+17.6% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,578 | $1.47M | 0.74% | −80−3.0% | Reduced |
| Centaurus Financial, Inc. | 2,560 | $1.46M | 0.09% | −821−24.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,550 | $1.45M | 0.05% | +131+5.4% | Added |
| Beaumont Financial Advisors, LLC | 2,544 | $1.45M | 0.11% | +2+0.1% | Added |
| CIC Wealth, LLC | 2,530 | $1.44M | 0.37% | +96+3.9% | Added |
| Manchester Capital Management LLC | 2,528 | $1.44M | 0.17% | −100−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,528 | $1.44M | 0.05% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,526 | $1.44M | 0.19% | +1,238+96.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,521 | $1.44M | 0.09% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,504 | $1.43M | 0.13% | +229+10.1% | Added |
| ARK & TLK Investments, LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,477 | $1.42M | 0.10% | −342−12.1% | Reduced |
| Spire Wealth Management | 2,482 | $1.41M | 0.05% | −17−0.7% | Reduced |
| Tudor Financial Inc. | 2,471 | $1.41M | 0.87% | +2,471 | New |
| Braun Stacey Associates Inc | 2,456 | $1.40M | 0.05% | +390+18.9% | Added |
| Coldstream Capital Management Inc | 2,451 | $1.40M | 0.03% | +1,044+74.2% | Added |
| Middleton & Co Inc | 2,446 | $1.39M | 0.15% | −5−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,441 | $1.39M | 0.27% | +2+0.1% | Added |
| Emprise Bank | 2,428 | $1.38M | 0.80% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,414 | $1.38M | 0.06% | +241+11.1% | Added |
| Montecito Bank & Trust | 2,414 | $1.38M | 0.23% | +12+0.5% | Added |
| Jones Financial Companies LLLP | 2,413 | $1.37M | 0.00% | +1,540+176.4% | Added |
| GM Advisory Group, Inc. | 2,410 | $1.37M | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.37M | 0.13% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,401 | $1.37M | 1.25% | −276−10.3% | Reduced |
| Larson Financial Group LLC | 2,376 | $1.35M | 0.08% | −3,142−56.9% | Reduced |
| Kennebec Savings Bank | 2,373 | $1.35M | 1.34% | +2,373 | New |
| Axxcess Wealth Management, LLC | 2,371 | $1.35M | 0.03% | +474+25.0% | Added |
| EverSource Wealth Advisors, LLC | 2,356 | $1.34M | 0.08% | 00.0% | Unchanged |
| CX Institutional | 2,339 | $1.33M | 0.06% | −154−6.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,335 | $1.33M | 0.57% | −1,308−35.9% | Reduced |
| Change Path, LLC | 2,332 | $1.33M | 0.05% | +81+3.6% | Added |
| Fidelis Capital Partners, LLC | 2,328 | $1.33M | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,319 | $1.32M | 0.05% | +23+1.0% | Added |
| Two Sigma Securities, LLC | 2,303 | $1.31M | 0.10% | +768+50.0% | Added |
| Aspen Investment Management Inc | 2,286 | $1.30M | 0.61% | +856+59.9% | Added |
| BKD Wealth Advisors, LLC | 2,285 | $1.30M | 0.03% | −19−0.8% | Reduced |
| Old Mission Capital LLC | 2,281 | $1.30M | 0.03% | +2,281 | New |
| TruWealth Advisors, LLC | 2,266 | $1.29M | 0.08% | −43−1.9% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.29M | 0.51% | 00.0% | Unchanged |
| LM Advisors LLC | 2,252 | $1.28M | 0.26% | +46+2.1% | Added |
| Nwam LLC | 2,243 | $1.28M | 0.08% | +2,243 | New |
| Howe & Rusling Inc | 2,242 | $1.28M | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,236 | $1.27M | 0.06% | +135+6.4% | Added |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.27M | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,224 | $1.27M | 0.08% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,221 | $1.26M | 0.56% | +10.0% | Added |
| Castle Rock Wealth Management, LLC | 2,235 | $1.26M | 0.30% | +74+3.4% | Added |
| Alpha Financial Partners, LLC | 2,216 | $1.26M | 0.90% | +2,216 | New |
| Ehrlich Financial Group | 2,216 | $1.26M | 0.90% | +2,216 | New |
| Financial Partners Group, LLC | 2,208 | $1.26M | 0.47% | +41+1.9% | Added |
| Royal Fund Management, LLC | 2,170 | $1.24M | 0.09% | +2,170 | New |
| 9258 Wealth Management, LLC | 2,154 | $1.23M | 0.18% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,140 | $1.22M | 0.35% | +964+82.0% | Added |
| Altfest L J & Co Inc | 2,137 | $1.22M | 0.16% | +109+5.4% | Added |
| Frisch Financial Group, Inc. | 2,129 | $1.22M | 0.37% | +146+7.4% | Added |
| Lyell Wealth Management, LP | 2,128 | $1.21M | 0.11% | −80−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,116 | $1.21M | 0.03% | +2+0.1% | Added |
| American Capital Advisory, LLC | 2,113 | $1.20M | 0.70% | +94+4.7% | Added |
| Summit Trail Advisors, LLC | 2,103 | $1.20M | 0.03% | +250+13.5% | Added |
| Frank, Rimerman Advisors LLC | 2,099 | $1.20M | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,099 | $1.20M | 0.16% | −5−0.2% | Reduced |
| Taylor Financial Group, Inc. | 2,099 | $1.20M | 0.83% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,098 | $1.20M | 0.07% | −4,029−65.8% | Reduced |
| Milestone Asset Management, LLC | 2,098 | $1.20M | 0.27% | +1,282+157.1% | Added |
| Ameritas Advisory Services, LLC | 2,092 | $1.19M | 0.05% | −467−18.2% | Reduced |
| Bank of Hawaii | 2,087 | $1.19M | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.18M | 0.40% | −16−0.8% | Reduced |
| SOL Capital Management CO | 2,068 | $1.18M | 0.13% | +55+2.7% | Added |
| Gsa Capital Partners LLP | 2,057 | $1.17M | 0.09% | +2,057 | New |
| Founders Financial Securities LLC | 2,055 | $1.17M | 0.11% | −518−20.1% | Reduced |
| Avantax Planning Partners, Inc. | 2,052 | $1.17M | 0.04% | −556−21.3% | Reduced |
| Pacific Financial Group Inc | 2,051 | $1.17M | 0.86% | −114−5.3% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.17M | 0.46% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,048 | $1.17M | 0.02% | +43+2.1% | Added |
| JFS Wealth Advisors, LLC | 2,034 | $1.16M | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,033 | $1.16M | 0.03% | −493−19.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $1.16M | 0.10% | 00.0% | Unchanged |
| Marion Wealth Management | 2,028 | $1.16M | 0.31% | +314+18.3% | Added |
| SkyView Investment Advisors, LLC | 2,000 | $1.14M | 0.19% | +2,000 | New |
| White Pine Capital LLC | 1,990 | $1.13M | 0.39% | +28+1.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,990 | $1.13M | 0.26% | −17−0.8% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.54% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.13M | 0.40% | +5+0.3% | Added |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.12M | 0.07% | −24−1.2% | Reduced |
| Glassman Wealth Services | 1,955 | $1.11M | 0.19% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,950 | $1.11M | 0.51% | −10−0.5% | Reduced |
| Evanson Asset Management, LLC | 1,948 | $1.11M | 0.08% | +6+0.3% | Added |
| Gen-Wealth Partners Inc | 1,934 | $1.11M | 0.48% | +132+7.3% | Added |
| Maltin Wealth Management, Inc. | 1,944 | $1.11M | 0.54% | +6+0.3% | Added |
| AlphaStar Capital Management, LLC | 1,930 | $1.10M | 0.09% | +1,349+232.2% | Added |
| Cassaday & Co Wealth Management LLC | 1,906 | $1.09M | 0.03% | +35+1.9% | Added |
| Wolverine Trading, LLC | 1,906 | $1.08M | 0.03% | +1,906 | New |
| Tompkins Financial Corp | 1,904 | $1.08M | 0.10% | 00.0% | Unchanged |
| SFM, LLC | 1,895 | $1.08M | 0.81% | −2−0.1% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.54% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,880 | $1.07M | 0.04% | −47−2.4% | Reduced |
| Hilltop Holdings Inc. | 1,879 | $1.07M | 0.07% | +119+6.8% | Added |