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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 2,945 | $1.68M | 0.78% | +659+28.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.68M | 0.42% | 00.0% | Unchanged |
| Change Path, LLC | 2,959 | $1.69M | 0.05% | +627+26.9% | Added |
| Compass Wealth Management LLC | 2,983 | $1.70M | 0.41% | −207−6.5% | Reduced |
| SlateStone Wealth, LLC | 2,985 | $1.70M | 0.17% | −19,650−86.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,990 | $1.70M | 1.12% | −78−2.5% | Reduced |
| Black Maple Capital Management LP | 3,000 | $1.71M | 1.30% | +3,000 | New |
| Northwest Bancshares, Inc. | 3,023 | $1.72M | 0.32% | −100−3.2% | Reduced |
| Regions Financial Corp | 3,054 | $1.74M | 0.01% | −150−4.7% | Reduced |
| Darrow Company, Inc. | 3,057 | $1.74M | 1.01% | −67−2.1% | Reduced |
| Harvest Investment Services, LLC | 3,070 | $1.75M | 0.43% | −44−1.4% | Reduced |
| TCG Advisory Services, LLC | 3,079 | $1.75M | 0.07% | +2,500+431.8% | Added |
| Qube Research & Technologies Ltd | 3,133 | $1.78M | 0.00% | −38,844−92.5% | Reduced |
| Tiemann Investment Advisors, LLC | 3,138 | $1.79M | 0.79% | −194−5.8% | Reduced |
| Focus Financial Network, Inc. | 3,142 | $1.79M | 0.07% | −260−7.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.79M | 0.11% | −134−4.1% | Reduced |
| Oxford Financial Group Ltd | 3,192 | $1.82M | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,178 | $1.82M | 0.04% | +174+5.8% | Added |
| Freestone Capital Holdings, LLC | 3,214 | $1.83M | 0.06% | −70−2.1% | Reduced |
| Aspiriant, LLC | 3,221 | $1.83M | 0.07% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,270 | $1.86M | 0.57% | +3,270 | New |
| TSFG, LLC | 3,280 | $1.87M | 0.38% | −18−0.5% | Reduced |
| Farrow Financial Inc. | 3,289 | $1.87M | 1.21% | −6−0.2% | Reduced |
| Embree Financial Group | 3,298 | $1.88M | 0.32% | −146−4.2% | Reduced |
| GenTrust, LLC | 3,298 | $1.89M | 0.08% | −74−2.2% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.89M | 0.61% | +3,319 | New |
| Summit Wealth Partners, LLC | 3,326 | $1.89M | 0.39% | −3,152−48.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,328 | $1.90M | 0.44% | −228−6.4% | Reduced |
| Scotia Capital Inc. | 3,353 | $1.91M | 0.01% | −215−6.0% | Reduced |
| Investment Advisory Group, LLC | 3,359 | $1.91M | 0.64% | −85−2.5% | Reduced |
| Gridiron Partners, LLC | 3,373 | $1.92M | 1.22% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,374 | $1.92M | 0.09% | −165−4.7% | Reduced |
| Meridian Financial, LLC | 3,448 | $1.96M | 1.36% | −164−4.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,477 | $1.98M | 0.50% | −40−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,489 | $1.99M | 0.02% | +3,489 | New |
| NorthRock Partners, LLC | 3,511 | $2.01M | 0.07% | −223−6.0% | Reduced |
| Northern Oak Wealth Management Inc | 3,556 | $2.03M | 0.26% | −25−0.7% | Reduced |
| Blue Fin Capital, Inc. | 3,559 | $2.03M | 0.37% | +50+1.4% | Added |
| Quantum Private Wealth, LLC | 3,655 | $2.08M | 0.67% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,644 | $2.08M | 0.07% | −109−2.9% | Reduced |
| Old Second National Bank of Aurora | 3,666 | $2.09M | 0.47% | −62−1.7% | Reduced |
| Venturi Wealth Management, LLC | 3,672 | $2.09M | 0.10% | −800−17.9% | Reduced |
| Symmetry Investments LP | 3,672 | $2.09M | 0.13% | +3,672 | New |
| Lindbrook Capital, LLC | 3,681 | $2.10M | 0.19% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,685 | $2.10M | 0.04% | +84+2.3% | Added |
| All Terrain Financial Advisors, LLC | 3,709 | $2.11M | 0.82% | −56−1.5% | Reduced |
| Trust Point Inc. | 3,709 | $2.11M | 0.15% | +3,136+547.3% | Added |
| Centaurus Financial, Inc. | 3,731 | $2.13M | 0.13% | +1,171+45.7% | Added |
| Clientfirst Wealth Management, LLC | 3,741 | $2.13M | 2.16% | +3,741 | New |
| Park Capital Management, LLC | 3,766 | $2.15M | 2.57% | +3,766 | New |
| Fifth Third Wealth Advisors LLC | 3,780 | $2.15M | 0.12% | +151+4.2% | Added |
| Glaxis Capital Management, LLC | 3,800 | $2.16M | 5.99% | +3,800 | New |
| Lionsbridge Wealth Management LLC | 3,822 | $2.18M | 1.83% | −258−6.3% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.18M | 0.07% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,836 | $2.18M | 1.63% | −17−0.4% | Reduced |
| TD Private Client Wealth LLC | 3,837 | $2.19M | 0.06% | +66+1.8% | Added |
| Moloney Securities Asset Management, LLC | 3,837 | $2.19M | 0.29% | +50+1.3% | Added |
| Intelligent Financial Strategies | 3,846 | $2.20M | 1.22% | −11−0.3% | Reduced |
| Cambridge Advisors Inc. | 3,874 | $2.21M | 0.49% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,757 | $2.21M | 0.06% | +21+0.6% | Added |
| International Assets Investment Management, LLC | 3,928 | $2.23M | 0.19% | −2,168,898−99.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,925 | $2.24M | 0.03% | −62−1.6% | Reduced |
| Private Trust Co NA | 3,981 | $2.27M | 0.23% | +133+3.5% | Added |
| Soltis Investment Advisors LLC | 3,987 | $2.27M | 0.21% | +29+0.7% | Added |
| Ameritas Advisory Services, LLC | 3,989 | $2.27M | 0.08% | +1,897+90.7% | Added |
| Capital Investment Advisory Services, LLC | 4,007 | $2.28M | 0.22% | −36−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,023 | $2.29M | 0.34% | −10−0.2% | Reduced |
| Price T Rowe Associates Inc | 4,035 | $2.30M | 0.00% | +3,235+404.4% | Added |
| Transatlantique Private Wealth LLC | 4,040 | $2.30M | 0.87% | −15−0.4% | Reduced |
| Crescent Sterling, Ltd. | 4,123 | $2.35M | 2.41% | +152+3.8% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.36M | 0.81% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4,154 | $2.37M | 1.47% | −52−1.2% | Reduced |
| RFG Advisory, LLC | 4,156 | $2.37M | 0.07% | +1,129+37.3% | Added |
| ZWJ Investment Counsel Inc | 4,200 | $2.39M | 0.10% | +139+3.4% | Added |
| Lavaca Capital LLC | 4,200 | $2.39M | 1.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,196 | $2.40M | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,197 | $2.40M | 0.08% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4,300 | $2.45M | 1.04% | +119+2.8% | Added |
| Wesbanco Bank Inc | 4,331 | $2.47M | 0.08% | +557+14.8% | Added |
| Alpha Wealth Funds, LLC | 4,338 | $2.47M | 2.59% | +4,338 | New |
| Veracity Capital LLC | 4,359 | $2.48M | 0.90% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,367 | $2.49M | 0.02% | −61−1.4% | Reduced |
| Stone Point Wealth LLC | 4,379 | $2.49M | 0.84% | +488+12.5% | Added |
| Element Wealth, LLC | 4,416 | $2.52M | 1.32% | +80+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 4,417 | $2.52M | 0.04% | −13−0.3% | Reduced |
| Money Concepts Capital Corp | 4,435 | $2.53M | 0.19% | +2,848+179.5% | Added |
| WealthBridge Capital Management, LLC | 4,443 | $2.53M | 0.70% | +188+4.4% | Added |
| Meridian Wealth Management, LLC | 4,460 | $2.54M | 0.12% | −116−2.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,482 | $2.55M | 0.62% | −273−5.7% | Reduced |
| David Loasby | 4,515 | $2.55M | 0.23% | +392+9.5% | Added |
| Davidson Trust Co | 4,495 | $2.56M | 1.32% | 00.0% | Unchanged |
| Graypoint LLC | 4,500 | $2.56M | 0.16% | +3+0.1% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.56M | 0.60% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,502 | $2.56M | 0.29% | −77−1.7% | Reduced |
| Adviser Investments LLC | 4,513 | $2.57M | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,548 | $2.59M | 0.45% | −8−0.2% | Reduced |
| Courier Capital LLC | 4,552 | $2.59M | 0.18% | −65−1.4% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.60M | 0.63% | 00.0% | Unchanged |
| Sabal Trust CO | 4,593 | $2.62M | 0.15% | −509−10.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,596 | $2.62M | 0.13% | −93−2.0% | Reduced |