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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 4,649 | $2.65M | 0.27% | +95+2.1% | Added |
| Coastline Trust Co | 4,691 | $2.67M | 0.31% | +219+4.9% | Added |
| Naples Global Advisors, LLC | 4,677 | $2.67M | 0.25% | +32+0.7% | Added |
| Wolverine Trading, LLC | 4,708 | $2.68M | 0.06% | +2,802+147.0% | Added |
| Boston Private Wealth LLC | 4,700 | $2.68M | 0.05% | +4,700 | New |
| Asset Management Group, Inc. | 4,711 | $2.68M | 0.48% | +12+0.3% | Added |
| Winthrop Advisory Group LLC | 4,711 | $2.68M | 0.32% | +4+0.1% | Added |
| New England Private Wealth Advisors LLC | 4,721 | $2.69M | 0.43% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,778 | $2.72M | 0.04% | −16−0.3% | Reduced |
| Independence Bank of Kentucky | 4,789 | $2.73M | 0.42% | +4,553+1,929.2% | Added |
| Cyndeo Wealth Partners, LLC | 4,827 | $2.75M | 0.19% | +1,605+49.8% | Added |
| Northstar Asset Management LLC | 4,840 | $2.76M | 0.63% | −55−1.1% | Reduced |
| Delta Financial Group, Inc. | 4,844 | $2.76M | 0.65% | −455−8.6% | Reduced |
| PKS Advisory Services, LLC | 4,863 | $2.77M | 0.77% | +4,863 | New |
| St. Johns Investment Management Company, LLC | 4,870 | $2.77M | 1.29% | 00.0% | Unchanged |
| Diversified Trust Co | 4,882 | $2.78M | 0.07% | −393−7.5% | Reduced |
| IFG Advisory, LLC | 4,884 | $2.78M | 0.16% | −92−1.8% | Reduced |
| Merit Financial Group, LLC | 4,916 | $2.80M | 0.05% | +198+4.2% | Added |
| Raffa Wealth Management, LLC | 4,917 | $2.80M | 0.65% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,927 | $2.81M | 1.04% | −23−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,945 | $2.82M | 1.01% | +206+4.3% | Added |
| Sigma Planning Corp | 4,947 | $2.82M | 0.09% | −1,689−25.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,987 | $2.84M | 0.15% | −48−1.0% | Reduced |
| AQR Capital Management LLC | 5,016 | $2.86M | 0.00% | +4,466+812.0% | Added |
| Shoker Investment Counsel, Inc. | 5,047 | $2.87M | 0.97% | +7+0.1% | Added |
| Spinnaker Trust | 5,067 | $2.89M | 0.18% | +68+1.4% | Added |
| InTrack Investment Management Inc | 5,034 | $2.90M | 2.03% | +500+11.0% | Added |
| Argent Trust Co | 5,113 | $2.91M | 0.12% | +15+0.3% | Added |
| Vanguard Group Inc | 5,122 | $2.92M | 0.00% | +6+0.1% | Added |
| Warren Averett Asset Management, LLC | 5,164 | $2.94M | 0.05% | +2,069+66.8% | Added |
| Pegasus Asset Management, Inc. | 5,195 | $2.96M | 1.12% | −35−0.7% | Reduced |
| Johnson Financial Group, Inc. | 5,013 | $2.96M | 0.14% | +365+7.9% | Added |
| Miller Investment Management, LP | 5,201 | $2.96M | 0.32% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,207 | $2.97M | 0.27% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $2.97M | 0.03% | −143−2.8% | Reduced |
| Fidelis Capital Partners, LLC | 5,109 | $2.98M | 0.30% | +2,781+119.5% | Added |
| Garden State Investment Advisory Services LLC | 5,240 | $2.99M | 0.92% | +2,169+70.6% | Added |
| Woodstock Corp | 5,262 | $3.00M | 0.29% | +14+0.3% | Added |
| GTS Securities LLC | 5,288 | $3.01M | 0.15% | −13,274−71.5% | Reduced |
| Financial Life Planners | 5,337 | $3.04M | 2.55% | +5,337 | New |
| Jones Financial Companies LLLP | 5,353 | $3.05M | 0.00% | +2,940+121.8% | Added |
| Joel Isaacson & Co., LLC | 5,412 | $3.08M | 0.14% | −44−0.8% | Reduced |
| Salomon & Ludwin, LLC | 5,413 | $3.08M | 0.33% | −193−3.4% | Reduced |
| Tower View Investment Management & Research LLC | 5,518 | $3.14M | 1.66% | +861+18.5% | Added |
| Precedent Wealth Partners, LLC | 5,522 | $3.15M | 1.03% | +831+17.7% | Added |
| J.W. Cole Advisors, Inc. | 5,531 | $3.15M | 0.13% | +509+10.1% | Added |
| Global Retirement Partners, LLC | 5,547 | $3.16M | 0.09% | +89+1.6% | Added |
| Advisory Services Network, LLC | 5,617 | $3.20M | 0.06% | +197+3.6% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.22M | 0.75% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,681 | $3.24M | 0.09% | −29−0.5% | Reduced |
| Signature Securities Group Corporation | 5,710 | $3.26M | 0.81% | +10+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,767 | $3.28M | 0.01% | +385+7.2% | Added |
| Silvercrest Asset Management Group LLC | 5,803 | $3.31M | 0.02% | +10.0% | Added |
| Sepio Capital, LP | 5,810 | $3.31M | 0.26% | −490−7.8% | Reduced |
| RVW Wealth, LLC | 5,825 | $3.32M | 0.31% | −478−7.6% | Reduced |
| Eastern Bank | 5,830 | $3.32M | 0.06% | −36−0.6% | Reduced |
| National Asset Management, Inc. | 5,837 | $3.34M | 0.11% | −309−5.0% | Reduced |
| PFG Advisors | 5,875 | $3.35M | 0.20% | +384+7.0% | Added |
| Green Square Capital Advisors LLC | 5,885 | $3.35M | 0.47% | −2,335−28.4% | Reduced |
| Paladin Advisory Group, LLC | 5,899 | $3.36M | 2.57% | −7−0.1% | Reduced |
| Balyasny Asset Management LLC | 5,900 | $3.36M | 0.01% | +5,900 | New |
| Romano Brothers and Company | 5,982 | $3.41M | 0.43% | 00.0% | Unchanged |
| Atria Investments LLC | 6,022 | $3.43M | 0.04% | +4,368+264.1% | Added |
| Fiduciary Trust Co | 6,054 | $3.45M | 0.05% | −37−0.6% | Reduced |
| Keeley-Teton Advisors, LLC | 6,136 | $3.49M | 0.41% | +426+7.5% | Added |
| Elyxium Wealth, LLC | 6,200 | $3.53M | 2.15% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,212 | $3.54M | 2.69% | −134−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,166 | $3.54M | 0.04% | +3,283+113.9% | Added |
| Clear Point Advisors Inc. | 6,252 | $3.56M | 3.04% | +24+0.4% | Added |
| Stephenson National Bank & Trust | 6,310 | $3.59M | 1.21% | −82−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,310 | $3.59M | 0.01% | +148+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,312 | $3.60M | 0.11% | +58+0.9% | Added |
| First Citizens Bank & Trust Co | 6,314 | $3.60M | 0.07% | +137+2.2% | Added |
| United Capital Financial Advisers, LLC | 6,322 | $3.60M | 0.03% | −222−3.4% | Reduced |
| Capital Advantage, Inc. | 6,327 | $3.60M | 0.66% | +6,327 | New |
| Peterson Wealth Services | 6,347 | $3.62M | 1.09% | +6,347 | New |
| Manufacturers Life Insurance Company, The | 6,398 | $3.64M | 0.00% | +499+8.5% | Added |
| Greenleaf Trust | 6,420 | $3.66M | 0.03% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 6,384 | $3.67M | 1.56% | +6,384 | New |
| Crews Bank & Trust | 6,450 | $3.67M | 0.62% | +6,450 | New |
| HB Wealth Management, LLC | 6,457 | $3.68M | 0.04% | −3,230−33.3% | Reduced |
| Bailard, Inc. | 6,478 | $3.69M | 0.09% | −235−3.5% | Reduced |
| Gould Asset Management LLC | 6,481 | $3.69M | 0.78% | +165+2.6% | Added |
| Matrix Asset Advisors Inc | 6,566 | $3.74M | 0.41% | +52+0.8% | Added |
| Glen Eagle Advisors, LLC | 6,571 | $3.74M | 0.62% | −25−0.4% | Reduced |
| Proficio Capital Partners LLC | 6,575 | $3.74M | 0.30% | −385−5.5% | Reduced |
| Sentinel Trust Co Lba | 6,593 | $3.75M | 0.43% | −96−1.4% | Reduced |
| Ballentine Partners, LLC | 6,631 | $3.78M | 0.06% | +340+5.4% | Added |
| Smith Chas P & Associates Pa Cpas | 6,687 | $3.81M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,689 | $3.81M | 0.12% | +432+6.9% | Added |
| Bristlecone Advisors, LLC | 6,729 | $3.83M | 0.30% | −25−0.4% | Reduced |
| Union Savings Bank | 6,811 | $3.88M | 1.91% | −14−0.2% | Reduced |
| Paulson Wealth Management Inc. | 6,871 | $3.91M | 1.07% | +213+3.2% | Added |
| Renaissance Investment Group LLC | 6,879 | $3.92M | 0.83% | −220−3.1% | Reduced |
| Washburn Capital Management, Inc. | 62,980 | $3.92M | 2.43% | +62,980 | New |
| Snowden Capital Advisors LLC | 6,964 | $3.98M | 0.12% | +1,568+29.1% | Added |
| Davis R M Inc | 7,075 | $4.03M | 0.08% | +201+2.9% | Added |
| Haverford Trust Co | 7,099 | $4.04M | 0.04% | −100−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,112 | $4.05M | 0.05% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 7,112 | $4.05M | 0.16% | +2,969+71.7% | Added |