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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 989 | $563.4K | 0.05% | −7−0.7% | Reduced |
| Certified Advisory Corp | 988 | $563.1K | 0.06% | −3−0.3% | Reduced |
| IHT Wealth Management, LLC | 989 | $561.6K | 0.02% | +384+63.5% | Added |
| Foundations Investment Advisors, LLC | 985 | $561.1K | 0.01% | +172+21.2% | Added |
| Fortress Wealth Group, LLC | 977 | $560.1K | 0.28% | 00.0% | Unchanged |
| Appleton Partners Inc | 982 | $559.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $557.2K | 0.11% | 00.0% | Unchanged |
| Leo Wealth, LLC | 974 | $555.0K | 0.05% | +181+22.8% | Added |
| JNBA Financial Advisors | 970 | $552.6K | 0.06% | −34−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 969 | $552.2K | 0.06% | −24,650−96.2% | Reduced |
| Plancorp, LLC | 969 | $552.0K | 0.02% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $549.2K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 949 | $540.6K | 0.02% | −493−34.2% | Reduced |
| Great Lakes Advisors, LLC | 943 | $537.1K | 0.00% | +3+0.3% | Added |
| Canal Capital Management, LLC | 938 | $534.3K | 0.09% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 932 | $531.1K | 0.01% | +3+0.3% | Added |
| Arrowroot Family Office, LLC | 930 | $529.7K | 0.31% | −5−0.5% | Reduced |
| Hill Investment Group Partners, LLC | 1,000 | $529.6K | 0.07% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 925 | $527.1K | 0.02% | +3+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $526.9K | 0.01% | −25−2.6% | Reduced |
| TFG Advisers LLC | 921 | $524.4K | 0.19% | +57+6.6% | Added |
| Trillium Asset Management, LLC | 920 | $524.0K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 917 | $522.4K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $521.2K | 0.05% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 909 | $517.9K | 0.09% | −31−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 909 | $517.8K | 0.01% | −610−40.2% | Reduced |
| First City Capital Management, Inc. | 907 | $516.7K | 0.27% | 00.0% | Unchanged |
| Glenview Trust Co | 906 | $516.1K | 0.01% | −19−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 905 | $515.7K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 902 | $514.0K | 0.13% | +902 | New |
| Prudential Financial Inc | 902 | $513.6K | 0.00% | −225−20.0% | Reduced |
| Vertex Planning Partners, LLC | 900 | $512.8K | 0.12% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 900 | $512.7K | 0.17% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 899 | $512.1K | 0.09% | −3−0.3% | Reduced |
| Brookstone Capital Management | 892 | $508.2K | 0.01% | +205+29.8% | Added |
| Creekside Partners | 888 | $506.1K | 0.26% | +2+0.2% | Added |
| Gladstone Institutional Advisory LLC | 884 | $503.6K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 878 | $500.2K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $498.2K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $497.3K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $497.0K | 0.18% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 871 | $496.2K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 871 | $495.9K | 0.18% | +871 | New |
| WSFS Capital Management, LLC | 865 | $492.8K | 0.03% | +71+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 863 | $491.6K | 0.01% | 00.0% | Unchanged |
| Apollon Financial, LLC | 861 | $490.5K | 0.14% | +861 | New |
| Litman Gregory Asset Management LLC | 857 | $488.2K | 0.04% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 856 | $487.6K | 0.23% | −1−0.1% | Reduced |
| Rockline Wealth Management, LLC | 855 | $487.1K | 0.14% | −63−6.9% | Reduced |
| Cardiff Park Advisors, LLC | 851 | $484.9K | 0.04% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $482.5K | 0.21% | 00.0% | Unchanged |
| Optimum Investment Advisors | 845 | $481.4K | 0.21% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 842 | $481.0K | 0.02% | +69+8.9% | Added |
| Platform Technology Partners | 840 | $478.5K | 0.15% | +15+1.8% | Added |
| Eagle Strategies LLC | 839 | $478.1K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 839 | $477.9K | 0.01% | +839 | New |
| Monograph Wealth Advisors, LLC | 835 | $477.0K | 0.06% | +835 | New |
| Harbour Investment Management LLC | 833 | $476.0K | 0.21% | 00.0% | Unchanged |
| Mairs & Power Inc | 835 | $475.7K | 0.00% | −150−15.2% | Reduced |
| Level Four Advisory Services, LLC | 840 | $475.4K | 0.02% | −11−1.3% | Reduced |
| Scarborough Advisors, LLC | 831 | $472.9K | 0.08% | −10,946−92.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 830 | $472.6K | 0.03% | −20−2.4% | Reduced |
| Eagle Global Advisors LLC | 825 | $470.0K | 0.02% | −44−5.1% | Reduced |
| McCarthy & Cox | 821 | $467.6K | 0.18% | +63+8.3% | Added |
| Seascape Capital Management | 818 | $466.0K | 0.17% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $466.0K | 0.06% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 816 | $465.0K | 0.08% | −588−41.9% | Reduced |
| Atomi Financial Group, Inc. | 814 | $463.4K | 0.03% | +101+14.2% | Added |
| StoneX Group Inc. | 810 | $462.8K | 0.03% | +70+9.5% | Added |
| Sigma Investment Counselors Inc | 804 | $458.0K | 0.03% | −30−3.6% | Reduced |
| Rehmann Capital Advisory Group | 803 | $457.9K | 0.03% | +140+21.1% | Added |
| Woodmont Investment Counsel LLC | 803 | $457.2K | 0.03% | −22−2.7% | Reduced |
| Price T Rowe Associates Inc | 800 | $456.0K | 0.00% | −3,448−81.2% | Reduced |
| Marquette Asset Management, LLC | 800 | $455.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $455.7K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 796 | $455.2K | 0.16% | +24+3.1% | Added |
| Almanack Investment Partners, LLC. | 799 | $455.2K | 0.07% | 00.0% | Unchanged |
| REDW Wealth LLC | 798 | $454.8K | 0.12% | +2+0.3% | Added |
| Roof Eidam & Maycock | 798 | $454.6K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $454.6K | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 797 | $454.0K | 0.07% | +13+1.7% | Added |
| Orleans Capital Management Corp | 791 | $450.6K | 0.26% | 00.0% | Unchanged |
| River Street Advisors LLC | 787 | $448.3K | 0.24% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 785 | $447.2K | 0.33% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 783 | $446.2K | 0.01% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $445.6K | 0.24% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 781 | $444.9K | 0.16% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $444.3K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $444.3K | 0.20% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 765 | $435.8K | 0.21% | −15−1.9% | Reduced |
| Wealth Architects, LLC | 765 | $435.8K | 0.05% | −337−30.6% | Reduced |
| Objectivity Squared, LLC | 769 | $434.8K | 0.30% | +3+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 762 | $434.1K | 0.04% | −35−4.4% | Reduced |
| Optivise Advisory Services LLC | 762 | $434.1K | 0.23% | +14+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 753 | $431.8K | 0.10% | −28−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 756 | $430.4K | 0.01% | +1+0.1% | Added |
| Colonial Trust Co | 748 | $426.2K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 746 | $426.2K | 0.05% | +2+0.3% | Added |
| Rodgers Brothers Inc. | 748 | $426.1K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 748 | $426.1K | 0.08% | +200+36.5% | Added |