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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 1,874 | $1.07M | 0.46% | −60−3.1% | Reduced |
| FF Advisors,LLC | 1,840 | $1.07M | 0.69% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,848 | $1.05M | 0.36% | +5+0.3% | Added |
| Sebold Capital Management, Inc. | 1,828 | $1.04M | 0.69% | −18−1.0% | Reduced |
| Triumph Capital Management | 1,815 | $1.04M | 0.37% | −679−27.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,824 | $1.03M | 0.19% | +2+0.1% | Added |
| Sovereign Financial Group, Inc. | 1,814 | $1.03M | 0.24% | −87−4.6% | Reduced |
| Brighton Jones LLC | 1,812 | $1.03M | 0.04% | −235−11.5% | Reduced |
| Prosperity Planning, Inc. | 1,807 | $1.03M | 0.33% | −37−2.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,798 | $1.03M | 0.07% | −8−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.02M | 0.19% | −145−7.5% | Reduced |
| Strategic Advisors LLC | 1,789 | $1.02M | 0.19% | +262+17.2% | Added |
| AE Wealth Management LLC | 1,777 | $1.01M | 0.01% | −11,351−86.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,773 | $1.01M | 0.03% | +2+0.1% | Added |
| Parsons Capital Management Inc | 1,772 | $1.01M | 0.06% | −25−1.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 1,767 | $1.01M | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,764 | $1.00M | 0.03% | −98−5.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,738 | $992.8K | 0.18% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,742 | $992.3K | 0.07% | −53−3.0% | Reduced |
| LCNB Corp | 1,740 | $991.2K | 0.35% | −50−2.8% | Reduced |
| Lynch & Associates | 1,740 | $991.2K | 0.21% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,725 | $982.7K | 0.00% | +872+102.2% | Added |
| Old North State Trust, LLC | 1,721 | $980.0K | 0.80% | +10+0.6% | Added |
| Jennison Associates LLC | 1,713 | $975.8K | 0.00% | +490+40.1% | Added |
| Sachetta, LLC | 1,701 | $968.9K | 0.38% | −97−5.4% | Reduced |
| Paragon Capital Management Ltd | 1,700 | $968.4K | 0.19% | −1,700−50.0% | Reduced |
| M. Kraus & Co | 1,700 | $968.4K | 0.28% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,691 | $963.4K | 0.62% | −344−16.9% | Reduced |
| Moors & Cabot, Inc. | 1,685 | $959.9K | 0.05% | −4−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,673 | $953.0K | 0.37% | +6+0.4% | Added |
| Legacy Private Trust Co. | 1,666 | $949.1K | 0.06% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $942.8K | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 1,654 | $942.0K | 0.01% | −3,551−68.2% | Reduced |
| Quadrant Capital Group LLC | 1,651 | $940.5K | 0.07% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,642 | $935.4K | 0.06% | −92−5.3% | Reduced |
| Nemes Rush Group LLC | 1,677 | $933.0K | 0.14% | −5−0.3% | Reduced |
| Rockland Trust Co | 1,628 | $927.4K | 0.05% | −20−1.2% | Reduced |
| Gator Capital Management, LLC | 1,616 | $920.6K | 0.41% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,608 | $916.1K | 0.05% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,606 | $914.9K | 0.02% | +338+26.7% | Added |
| Alesco Advisors LLC | 1,604 | $913.7K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,597 | $912.4K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,595 | $908.6K | 0.47% | +1,595 | New |
| Halpern Financial, Inc. | 1,605 | $907.5K | 0.23% | +12+0.8% | Added |
| Long Road Investment Counsel, LLC | 1,590 | $906.0K | 0.36% | +35+2.3% | Added |
| Money Concepts Capital Corp | 1,587 | $904.0K | 0.07% | −3,284−67.4% | Reduced |
| Tritonpoint Wealth, LLC | 1,575 | $899.1K | 0.08% | +45+2.9% | Added |
| Acorn Wealth Advisors, LLC | 1,572 | $895.7K | 0.38% | −137−8.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,569 | $893.5K | 0.13% | +67+4.5% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $888.7K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,555 | $886.0K | 0.13% | +18+1.2% | Added |
| VeraBank, N.A. | 1,545 | $880.1K | 0.26% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,544 | $879.3K | 0.06% | +429+38.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $875.6K | 0.98% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,525 | $874.6K | 0.11% | −30−1.9% | Reduced |
| American Money Management, LLC | 1,534 | $873.9K | 0.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,529 | $871.0K | 0.01% | −831−35.2% | Reduced |
| Vista Investment Management | 1,512 | $861.3K | 0.32% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $855.6K | 0.33% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,488 | $850.4K | 0.21% | −36−2.4% | Reduced |
| Bell Bank | 1,485 | $845.9K | 0.10% | 00.0% | Unchanged |
| General Partner, Inc. | 1,484 | $845.4K | 0.53% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,470 | $837.4K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,469 | $836.7K | 0.03% | +435+42.1% | Added |
| Peak Planning Group, LLC | 1,467 | $835.7K | 0.37% | −570−28.0% | Reduced |
| MontVue Capital Management, Inc. | 1,463 | $833.4K | 0.64% | −115−7.3% | Reduced |
| Midland Wealth Advisors LLC | 1,458 | $830.6K | 0.05% | −8−0.5% | Reduced |
| Omega Financial Group, LLC | 1,456 | $829.4K | 0.31% | −65−4.3% | Reduced |
| Cornerstone Wealth Management, LLC | 1,453 | $827.9K | 0.06% | −21−1.4% | Reduced |
| Petix & Botte Co | 1,450 | $826.0K | 0.22% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,447 | $824.3K | 0.03% | +347+31.5% | Added |
| BigSur Wealth Management LLC | 1,440 | $822.7K | 0.23% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,442 | $821.2K | 0.02% | +4+0.3% | Added |
| Tennessee Valley Asset Management Partners | 1,438 | $819.1K | 0.14% | −27−1.8% | Reduced |
| Bremer Bank National Association | 1,437 | $818.6K | 0.15% | −918−39.0% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $818.6K | 0.46% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,426 | $812.3K | 0.06% | +880+161.2% | Added |
| STAR Financial Bank | 1,419 | $808.3K | 0.54% | −96−6.3% | Reduced |
| Pettinga Financial Advisors, LLC | 1,401 | $798.1K | 0.19% | −50−3.4% | Reduced |
| Lam Group, Inc. | 1,400 | $797.5K | 0.56% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 1,392 | $793.0K | 1.13% | +1,392 | New |
| Quadrant Private Wealth Management, LLC | 1,388 | $792.9K | 0.20% | +1+0.1% | Added |
| Leisure Capital Management | 1,390 | $791.8K | 0.34% | −3−0.2% | Reduced |
| Blue Barn Wealth, LLC | 1,387 | $790.1K | 0.41% | +2+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $789.5K | 0.16% | 00.0% | Unchanged |
| Viawealth, LLC | 1,380 | $786.1K | 0.46% | −52−3.6% | Reduced |
| Fca Corp | 1,380 | $786.1K | 0.24% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,469 | $786.1K | 0.56% | 00.0% | Unchanged |
| HM Payson & Co | 1,373 | $782.1K | 0.01% | −174−11.2% | Reduced |
| M3 Advisory Group, LLC | 1,371 | $781.0K | 0.57% | +79+6.1% | Added |
| McGuire Investment Group, LLC | 1,371 | $781.0K | 0.11% | −18−1.3% | Reduced |
| L.M. Kohn & Company | 1,370 | $780.2K | 0.20% | −1,431−51.1% | Reduced |
| Holistic Financial Partners | 1,368 | $779.1K | 0.37% | −33−2.4% | Reduced |
| Round Rock Advisors, LLC | 1,362 | $775.8K | 0.18% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,358 | $773.6K | 0.01% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,346 | $766.6K | 0.05% | +349+35.0% | Added |
| Crestwood Advisors Group LLC | 1,341 | $763.9K | 0.01% | −145−9.8% | Reduced |
| Seeds Investor LLC | 1,335 | $760.6K | 0.28% | +454+51.5% | Added |
| TownSquare Capital, LLC | 1,333 | $759.4K | 0.01% | −9,935−88.2% | Reduced |