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, Q4 2024
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 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
- 1,409
- +121 vs. Q3 2024
- Shares held
- 26.5M
- +311.1K (+1.2%) vs. Q3 2024
- Total value
- $15.1B
- +$1.43B (+10.4%) vs. Q3 2024
- New holders
- 175
- 388 more added
- Sold out
- 54
- 422 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,082,895 | $1.19B | 0.11% | −41,805−2.0% | Reduced |
| Wells Fargo & Company | 1,370,369 | $780.5M | 0.19% | +65,493+5.0% | Added |
| Morgan Stanley | 1,127,257 | $642.1M | 0.04% | −87,043−7.2% | Reduced |
| Northern Trust Corp | 1,114,024 | $634.5M | 0.09% | +1,560+0.1% | Added |
| US Bancorp | 1,045,963 | $595.8M | 0.78% | −18,001−1.7% | Reduced |
| Goldman Sachs Group Inc | 932,820 | $531.3M | 0.10% | −207,540−18.2% | Reduced |
| Pathstone Holdings, LLC | 906,139 | $516.1M | 2.28% | −13,166−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 756,730 | $431.0M | 0.29% | −12,112−1.6% | Reduced |
| UBS Group AG | 679,497 | $387.0M | 0.09% | +48,514+7.7% | Added |
| Raymond James Financial Inc | 576,599 | $328.4M | 0.12% | +576,599 | New |
| Northwestern Mutual Wealth Management Co | 556,152 | $316.8M | 0.27% | +14,988+2.8% | Added |
| Moore Capital Management, LP | 527,000 | $300.2M | 5.62% | +527,000 | New |
| Bank of Montreal | 516,733 | $294.3M | 0.15% | +20,981+4.2% | Added |
| Royal Bank of Canada | 491,661 | $280.0M | 0.06% | −241,067−32.9% | Reduced |
| JPMorgan Chase & Co | 401,198 | $228.5M | 0.02% | +61,062+18.0% | Added |
| Citadel Advisors LLC | 395,484 | $225.3M | 0.21% | +273,864+225.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 378,239 | $215.4M | 0.50% | +269,180+246.8% | Added |
| SG Americas Securities, LLC | 265,731 | $151.4M | 0.66% | +248,146+1,411.1% | Added |
| BNP Paribas Arbitrage, SA | 263,160 | $149.9M | 0.12% | +111,055+73.0% | Added |
| Alliancebernstein L.P. | 260,324 | $148.3M | 0.05% | −19,767−7.1% | Reduced |
| CI Private Wealth, LLC | 254,481 | $144.9M | 0.24% | −1,240−0.5% | Reduced |
| Creative Planning | 248,635 | $141.6M | 0.14% | +654+0.3% | Added |
| MAI Capital Management | 247,280 | $140.8M | 1.05% | +7,889+3.3% | Added |
| Arvest Bank Trust Division | 234,511 | $133.6M | 8.05% | −6,034−2.5% | Reduced |
| Conservest Capital Advisors, Inc. | 223,959 | $127.6M | 13.18% | −16,687−6.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 221,400 | $126.1M | 5.89% | +221,400 | New |
| HighTower Advisors, LLC | 219,217 | $124.9M | 0.17% | +75,426+52.5% | Added |
| Welch & Forbes LLC | 171,847 | $97.9M | 1.26% | +31,537+22.5% | Added |
| Bank of New York Mellon Corp | 170,928 | $97.4M | 0.02% | +233+0.1% | Added |
| LPL Financial LLC | 165,022 | $94.0M | 0.04% | +21,353+14.9% | Added |
| Employees Retirement System of Texas | 141,500 | $80.6M | 0.69% | +33,000+30.4% | Added |
| Waddell & Associates, LLC | 140,263 | $79.9M | 8.14% | +1,494+1.1% | Added |
| Whittier Trust Co | 137,997 | $78.6M | 1.04% | −722−0.5% | Reduced |
| Ameriprise Financial Inc | 133,729 | $76.2M | 0.02% | +42,508+46.6% | Added |
| FineMark National Bank & Trust | 124,044 | $70.7M | 2.46% | −548−0.4% | Reduced |
| Hills Bank & Trust Co | 120,611 | $68.7M | 5.17% | −368−0.3% | Reduced |
| Brown Advisory Inc | 118,181 | $67.3M | 0.09% | −3,767−3.1% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 113,906 | $64.9M | 9.79% | +113,906 | New |
| Truist Financial Corp | 112,677 | $64.2M | 0.10% | +5,306+4.9% | Added |
| Montag A & Associates Inc | 108,391 | $62.0M | 2.94% | −2,042−1.8% | Reduced |
| Stifel Financial Corp | 105,174 | $59.9M | 0.06% | +35,665+51.3% | Added |
| Commonwealth Equity Services, LLC | 103,203 | $58.8M | 0.09% | −30,278−22.7% | Reduced |
| Cerity Partners LLC | 101,612 | $57.9M | 0.13% | +4,063+4.2% | Added |
| Mariner, LLC | 100,637 | $57.3M | 0.10% | −762−0.8% | Reduced |
| Canada Pension Plan Investment Board | 100,000 | $57.0M | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 93,059 | $53.0M | 2.15% | −1,065−1.1% | Reduced |
| Washington Trust Co | 92,634 | $52.8M | 1.89% | −3,577−3.7% | Reduced |
| Colony Group, LLC | 89,889 | $51.2M | 0.13% | +47,698+113.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 86,535 | $49.3M | 0.09% | +5,393+6.6% | Added |
| MetLife Investment Management | 86,200 | $49.1M | 0.27% | +67,900+371.0% | Added |
| Henshaw Capital LLC | 75,050 | $42.7M | 1.78% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 73,401 | $41.8M | 0.01% | +4,692+6.8% | Added |
| Portland Global Advisors LLC | 70,064 | $39.9M | 5.05% | −1,597−2.2% | Reduced |
| Pittenger & Anderson Inc | 69,163 | $39.4M | 1.43% | +30.0% | Added |
| Blair William & Co | 69,120 | $39.4M | 0.11% | −359−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,432 | $37.8M | 0.93% | −132−0.2% | Reduced |
| Financial Counselors Inc | 65,536 | $37.3M | 0.54% | −132−0.2% | Reduced |
| Divergent Planning, LLC | 64,928 | $36.7M | 12.56% | +1,098+1.7% | Added |
| Cetera Investment Advisers | 62,875 | $35.8M | 0.07% | −3,187−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,850 | $35.4M | 0.51% | +200+0.3% | Added |
| Captrust Financial Advisors | 61,863 | $35.2M | 0.10% | −352−0.6% | Reduced |
| Pinnacle Associates Ltd | 61,318 | $34.9M | 0.47% | −3,824−5.9% | Reduced |
| Smith, Moore & Co. | 60,370 | $34.4M | 3.14% | −242−0.4% | Reduced |
| Massmutual Trust Co FSB | 60,087 | $34.2M | 0.96% | −999−1.6% | Reduced |
| Ascent Wealth Partners, LLC | 59,463 | $33.9M | 4.57% | +250.0% | Added |
| Advisor Group Holdings, Inc. | 56,929 | $32.4M | 0.07% | −3,018−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 54,389 | $31.0M | 0.45% | −2,391−4.2% | Reduced |
| BlackRock, Inc. | 53,599 | $30.5M | 0.00% | +15,594+41.0% | Added |
| Baird Financial Group, Inc. | 53,075 | $30.2M | 0.06% | −793−1.5% | Reduced |
| Heritage Investors Management Corp | 51,967 | $29.6M | 0.96% | −346−0.7% | Reduced |
| Bessemer Group Inc | 51,628 | $29.4M | 0.05% | +18,381+55.3% | Added |
| Oldfather Financial Services, LLC | 51,589 | $29.4M | 11.20% | −200−0.4% | Reduced |
| Clearstead Advisors, LLC | 51,362 | $29.3M | 0.45% | −483−0.9% | Reduced |
| Crewe Advisors LLC | 50,964 | $29.0M | 4.00% | −427−0.8% | Reduced |
| Cumberland Advisors Inc | 49,482 | $28.2M | 11.25% | +2,115+4.5% | Added |
| First Hawaiian Bank | 47,932 | $27.3M | 0.89% | −1,955−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 47,146 | $26.8M | 0.07% | −246−0.5% | Reduced |
| Citizens Financial Group Inc | 46,519 | $26.5M | 0.52% | −1,596−3.3% | Reduced |
| Retirement Systems of Alabama | 46,351 | $26.4M | 0.10% | +64+0.1% | Added |
| Comerica Bank | 45,212 | $25.8M | 0.10% | +10,200+29.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,805 | $25.5M | 3.86% | −41−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 44,343 | $25.4M | 0.85% | −5,222−10.5% | Reduced |
| IFG Advisors, LLC | 44,418 | $25.3M | 5.03% | +2,085+4.9% | Added |
| Granite Bay Wealth Management, LLC | 44,326 | $25.2M | 9.35% | +1,562+3.7% | Added |
| Janney Montgomery Scott LLC | 43,930 | $25.0M | 0.07% | +3,435+8.5% | Added |
| LCM Capital Management Inc | 42,861 | $24.4M | 13.77% | −295−0.7% | Reduced |
| Klingman & Associates, LLC | 42,281 | $24.1M | 1.48% | −1,318−3.0% | Reduced |
| Cercano Management LLC | 41,196 | $23.5M | 0.60% | +41,196 | New |
| Conning Inc. | 40,185 | $22.9M | 0.80% | +417+1.0% | Added |
| Madison Asset Management, LLC | 39,842 | $22.7M | 0.26% | +25,339+174.7% | Added |
| Madison Investment Advisors, LLC | 39,842 | $22.7M | 0.26% | +39,842 | New |
| Lido Advisors, LLC | 39,173 | $22.4M | 0.14% | +10,015+34.3% | Added |
| Edge Capital Group, LLC | 38,509 | $21.9M | 0.98% | −424−1.1% | Reduced |
| Johnson Investment Counsel Inc | 36,283 | $20.7M | 0.20% | +521+1.5% | Added |
| Cresset Asset Management, LLC | 36,133 | $20.6M | 0.10% | −14,187−28.2% | Reduced |
| Susquehanna International Group, LLP | 36,190 | $20.6M | 0.03% | −52,193−59.1% | Reduced |
| 1st Source Bank | 36,156 | $20.6M | 1.18% | +151+0.4% | Added |
| Waldron Private Wealth LLC | 35,333 | $20.1M | 0.81% | −1,810−4.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 34,323 | $19.5M | 2.65% | +17,240+100.9% | Added |
| Steele Capital Management, Inc. | 34,002 | $19.4M | 1.01% | −135−0.4% | Reduced |