Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 1,409 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2024: $15.1B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners1$00.00%00.0%Unchanged
Hemington Wealth Management2$1.00K0.00%00.0%Unchanged
Transcendent Capital Group LLC3$1.71K0.00%00.0%Unchanged
Sound Income Strategies, LLC4$2.28K0.00%−5,054−99.9%Reduced
Van Hulzen Asset Management, LLC5$2.85K0.00%+5New
Caldwell Sutter Capital, Inc.7$3.99K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$4.00K0.00%+7New
Fairscale Capital, LLC8$4.57K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.70K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.70K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$6.83K0.00%00.0%Unchanged
Northwest Capital Management Inc13$7.41K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC13$7.41K0.00%00.0%Unchanged
Stephens Consulting, LLC13$7.41K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC14$7.96K0.00%00.0%Unchanged
Delta Asset Management LLC15$8.54K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC16$9.11K0.00%00.0%Unchanged
Kentucky Trust Co16$9.11K0.01%+16New
Newbridge Financial Services Group, Inc.16$9.34K0.00%00.0%Unchanged
Capital A Wealth Management, LLC17$9.68K0.02%+17New
WR Wealth Planners, LLC18$10.3K0.00%+9+100.0%Added
Murphy & Mullick Capital Management Corp18$10.3K0.01%+18New
RE Dickinson Investment Advisors, LLC19$10.8K0.01%00.0%Unchanged
Live Oak Investment Partners–$10.8K0.01%––
CKW Financial Group20$11.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc19$11.0K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC20$11.4K0.00%+20New
Tucker Asset Management LLC22$12.5K0.00%−38−63.3%Reduced
Ridgewood Investments LLC22$12.5K0.01%00.0%Unchanged
Arlington Trust Co LLC22$12.5K0.00%00.0%Unchanged
City State Bank25$14.2K0.01%00.0%Unchanged
Painted Porch Advisors LLC25$14.2K0.01%00.0%Unchanged
Burkett Financial Services, LLC25$14.4K0.01%00.0%Unchanged
Gables Capital Management Inc.27$15.4K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.29$16.3K0.00%−17−37.0%Reduced
Financial Connections Group, Inc.31$17.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$17.1K0.01%00.0%Unchanged
Catherine Avery Investment Management LLC30$17.1K0.02%+30New
Tidemark, LLC31$17.7K0.01%00.0%Unchanged
Atlantic Trust, LLC32$18.2K0.00%00.0%Unchanged
Webster Bank, N. A.35$19.9K0.00%00.0%Unchanged
Olistico Wealth, LLC35$19.9K0.01%00.0%Unchanged
Russell Investments Group, Ltd.35$19.9K0.00%+27+337.5%Added
Amundi35$20.1K0.00%00.0%Unchanged
Capital Analysts, LLC39$22.0K0.00%00.0%Unchanged
TruNorth Capital Management, LLC40$22.8K0.01%−10−20.0%Reduced
Sugar Maple Asset Management, LLC40$22.8K0.02%+40New
Bellwether Advisors, LLC41$23.4K0.00%+41New
Curio Wealth, LLC41$23.4K0.01%+41New
ORG Wealth Partners, LLC43$24.5K0.01%+43New
Cherry Tree Wealth Management, LLC44$25.1K0.01%00.0%Unchanged
J.Safra Asset Management Corp45$25.6K0.00%+45New
Ruedi Wealth Management, Inc.46$26.2K0.01%00.0%Unchanged
Concord Wealth Partners47$26.6K0.00%00.0%Unchanged
West Financial Advisors, LLC49$27.9K0.01%+49New
DiNuzzo Private Wealth, Inc.50$28.2K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC50$28.5K0.00%+1+2.0%Added
Colonial Trust Advisors50$28.5K0.00%00.0%Unchanged
West Branch Capital LLC50$28.5K0.01%00.0%Unchanged
City Holding Co50$28.5K0.00%00.0%Unchanged
UMA Financial Services, Inc.50$28.5K0.00%+50New
Richardson Capital Management LLC52$29.6K0.02%00.0%Unchanged
Evolution Advisers, Inc.54$30.0K0.02%00.0%Unchanged
Piscataqua Savings Bank56$31.9K0.03%00.0%Unchanged
New Wave Wealth Advisors LLC57$32.5K0.01%+57New
Pension & Wealth Management Advisors, Inc.60$34.2K0.01%+60New
Chilton Capital Management LLC61$34.7K0.00%00.0%Unchanged
Skopos Labs, Inc.64$36.5K0.01%+64New
CoreFirst Bank & Trust70$39.9K0.02%00.0%Unchanged
Synergy Investment Management, LLC77$43.9K0.02%+77New
Winch Advisory Services, LLC79$45.0K0.01%00.0%Unchanged
Fedenia Advisers LLC80$45.6K0.03%+80New
MPWM Advisory Solutions, LLC80$45.6K0.03%+80New
Bollard Group LLC80$46.0K0.00%00.0%Unchanged
Perkins Coie Trust Co85$48.4K0.01%00.0%Unchanged
Ameriflex Group, Inc.83$49.2K0.02%+83New
Flagship Wealth Advisors, LLC87$49.6K0.03%+87New
Smartleaf Asset Management LLC88$50.0K0.01%00.0%Unchanged
First Community Trust NA90$51.3K0.04%00.0%Unchanged
Ransom Advisory, Ltd90$51.3K0.02%00.0%Unchanged
Main Street Group, LTD90$51.3K0.02%00.0%Unchanged
Greenline Partners, LLC94$53.5K0.01%+94New
Islay Capital Management, LLC98$55.8K0.04%00.0%Unchanged
AllSquare Wealth Management LLC99$56.4K0.03%00.0%Unchanged
Man Group plc100$57.0K0.00%−1,086−91.6%Reduced
Clean Yield Group100$57.0K0.02%00.0%Unchanged
Anchor Investment Management, LLC100$57.0K0.01%00.0%Unchanged
Security National Bank100$57.0K0.01%00.0%Unchanged
Parvin Asset Management, LLC100$57.0K0.06%+100New
Toronto Dominion Bank100$57.0K0.00%00.0%Unchanged
National Bank of Canada103$58.7K0.00%+50+94.3%Added
AdvisorNet Financial, Inc105$59.8K0.01%+15+16.7%Added
Continuum Advisory, LLC107$60.9K0.01%+57+114.0%Added
Criterion Capital Advisors, LLC114$61.0K0.04%00.0%Unchanged
Sugarloaf Wealth Management, LLC109$62.4K0.01%−16−12.8%Reduced
Innovative Advisory Group, LLC110$62.7K0.06%+110New
Canton Hathaway, LLC115$66.0K0.02%00.0%Unchanged
Rothschild Investment LLC120$68.5K0.00%+20+20.0%Added
Newton One Investments LLC121$69.1K0.03%+121New