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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 1,333 | $759.4K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,329 | $756.8K | 0.10% | +415+45.4% | Added |
| Red Door Wealth Management, LLC | 1,328 | $756.5K | 0.13% | +251+23.3% | Added |
| Sequoia Financial Advisors, LLC | 1,323 | $753.7K | 0.01% | +4+0.3% | Added |
| Samalin Investment Counsel, LLC | 1,308 | $745.2K | 0.32% | +161+14.0% | Added |
| Exencial Wealth Advisors, LLC | 1,307 | $744.3K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,306 | $743.9K | 0.04% | −43−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,279 | $741.1K | 0.01% | +360+39.2% | Added |
| River Wealth Advisors LLC | 1,295 | $737.7K | 0.10% | +13+1.0% | Added |
| Kanawha Capital Management LLC | 1,292 | $736.0K | 0.05% | +50+4.0% | Added |
| Truepoint, Inc. | 1,291 | $735.4K | 0.02% | −163−11.2% | Reduced |
| Hyperion Partners, LLC | 1,290 | $734.9K | 0.47% | +4+0.3% | Added |
| One Capital Management, LLC | 1,287 | $733.2K | 0.02% | +7+0.5% | Added |
| Seelaus Asset Management LLC | 1,279 | $728.6K | 0.67% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,278 | $728.0K | 0.01% | −1,166−47.7% | Reduced |
| Sanders Morris Harris LLC | 1,275 | $726.3K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $726.3K | 0.19% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,270 | $723.5K | 0.07% | −1,118−46.8% | Reduced |
| Park National Corp | 1,270 | $723.5K | 0.03% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,269 | $723.1K | 0.08% | +73+6.1% | Added |
| TCI Wealth Advisors, Inc. | 1,268 | $722.3K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,263 | $719.5K | 0.10% | −33−2.5% | Reduced |
| Stephens Inc | 1,262 | $719.0K | 0.01% | +235+22.9% | Added |
| Ellerson Group Inc | 1,262 | $718.9K | 0.56% | −50−3.8% | Reduced |
| SpiderRock Advisors, LLC | 1,257 | $716.3K | 0.02% | −23−1.8% | Reduced |
| Avalon Trust Co | 1,254 | $714.4K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $711.0K | 1.13% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $709.0K | 0.25% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,242 | $707.9K | 0.07% | +100+8.8% | Added |
| Brinker Capital Investments, LLC | 1,234 | $703.2K | 0.01% | −366−22.9% | Reduced |
| Orion Portfolio Solutions, LLC | 1,234 | $703.2K | 0.01% | −366−22.9% | Reduced |
| McIlrath & Eck, LLC | 1,234 | $702.9K | 0.09% | −3−0.2% | Reduced |
| Urban Financial Advisory Corp | 1,229 | $700.2K | 0.39% | +4+0.3% | Added |
| Harmony Asset Management LLC | 1,229 | $700.1K | 0.26% | −100−7.5% | Reduced |
| Kaydan Wealth Management, Inc. | 1,229 | $700.1K | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,223 | $696.7K | 0.04% | −28−2.2% | Reduced |
| Smithfield Trust Co | 1,219 | $695.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $694.5K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,218 | $694.0K | 0.00% | −118−8.8% | Reduced |
| Garrett Investment Advisors LLC | 1,205 | $686.4K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,201 | $684.2K | 0.15% | +18+1.5% | Added |
| Trust Co of Vermont | 1,200 | $683.6K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,200 | $683.6K | 0.04% | +1,200 | New |
| Nicolet Bankshares Inc | 1,199 | $683.0K | 0.17% | −3−0.2% | Reduced |
| Corsair Capital Management, L.P. | 1,196 | $681.3K | 0.16% | +661+123.6% | Added |
| WBH Advisory Inc | 1,193 | $679.8K | 0.06% | +348+41.2% | Added |
| Congress Wealth Management LLC | 1,191 | $679.1K | 0.01% | −72−5.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $678.5K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,190 | $677.9K | 0.06% | +1,190 | New |
| Man Group plc | 1,186 | $675.6K | 0.00% | +1,186 | New |
| Duncker Streett & Co Inc | 1,184 | $674.6K | 0.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,177 | $670.5K | 0.04% | +25+2.2% | Added |
| Berkeley, Inc | 1,172 | $667.6K | 0.19% | +586+100.0% | Added |
| Encompass Wealth Advisors, LLC | 1,160 | $660.8K | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,158 | $660.0K | 0.01% | −40−3.3% | Reduced |
| Evoke Wealth, LLC | 1,152 | $657.9K | 0.02% | +1,152 | New |
| Pacific Sun Financial Corp | 1,150 | $655.1K | 0.36% | +10+0.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $652.8K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $649.4K | 0.00% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,135 | $646.6K | 0.15% | +65+6.1% | Added |
| New Hampshire Trust | 1,134 | $646.0K | 0.14% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,134 | $641.3K | 0.03% | +2+0.2% | Added |
| BSW Wealth Partners | 1,118 | $636.9K | 0.10% | +139+14.2% | Added |
| Fagan Associates, Inc. | 1,116 | $635.9K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,116 | $635.7K | 0.01% | −32−2.8% | Reduced |
| Koss-Olinger Consulting, LLC | 1,110 | $632.0K | 0.05% | +70+6.7% | Added |
| D.A. Davidson & Co. | 1,108 | $631.5K | 0.01% | +77+7.5% | Added |
| WorthPointe, LLC | 1,105 | $629.5K | 0.26% | −53−4.6% | Reduced |
| Synergy Financial Management, LLC | 1,102 | $627.8K | 0.10% | +1,102 | New |
| Plante Moran Financial Advisors, LLC | 1,096 | $624.3K | 0.05% | −565−34.0% | Reduced |
| Legacy Trust | 1,096 | $624.3K | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,091 | $623.1K | 0.08% | +141+14.8% | Added |
| Parkside Financial Bank & Trust | 1,089 | $620.4K | 0.09% | −36−3.2% | Reduced |
| First National Trust Co | 1,089 | $620.4K | 0.02% | +66+6.5% | Added |
| Flynn Zito Capital Management, LLC | 1,087 | $619.3K | 0.30% | −9−0.8% | Reduced |
| SJA Financial Advisory, LLC | 1,083 | $617.0K | 0.42% | −16−1.5% | Reduced |
| HCR Wealth Advisors | 1,079 | $614.7K | 0.08% | +1+0.1% | Added |
| Evernest Financial Advisors, LLC | 1,071 | $610.3K | 0.16% | +1,071 | New |
| Saxon Interests, Inc. | 1,064 | $606.4K | 0.28% | +2+0.2% | Added |
| Progressive Investment Management Corp | 1,057 | $602.1K | 0.15% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,057 | $602.1K | 0.04% | +1,057 | New |
| Strategic Wealth Partners, Ltd. | 1,052 | $599.3K | 0.06% | +28+2.7% | Added |
| Bleakley Financial Group, LLC | 1,049 | $597.8K | 0.02% | −59−5.3% | Reduced |
| Financial Advisory Service, Inc. | 1,047 | $596.3K | 0.05% | +1+0.1% | Added |
| Institute for Wealth Management, LLC. | 1,040 | $592.4K | 0.07% | +1+0.1% | Added |
| GW&K Investment Management, LLC | 1,039 | $592.0K | 0.01% | 00.0% | Unchanged |
| FCG Investment Co | 1,027 | $585.0K | 0.38% | +102+11.0% | Added |
| United Bank | 1,025 | $583.9K | 0.07% | −900−46.8% | Reduced |
| Baxter Bros Inc | 1,023 | $582.8K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 979 | $580.1K | 0.06% | +747+322.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,011 | $575.8K | 0.10% | +2+0.2% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $573.9K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,002 | $571.0K | 0.01% | +163+19.4% | Added |
| DT Investment Partners, LLC | 1,002 | $570.8K | 0.05% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $570.0K | 0.21% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $569.7K | 0.16% | −14−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,000 | $569.7K | 0.01% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $566.2K | 0.42% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 991 | $565.0K | 0.21% | −1−0.1% | Reduced |
| Tanager Wealth Management LLP | 988 | $564.5K | 0.08% | 00.0% | Unchanged |