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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 7,170 | $4.08M | 0.14% | +158+2.3% | Added |
| Breakwater Capital Group | 7,177 | $4.09M | 0.81% | −7−0.1% | Reduced |
| Midwest Financial Group LLC | 7,260 | $4.13M | 2.37% | +27+0.4% | Added |
| Audent Global Asset Management, LLC | 7,347 | $4.20M | 2.73% | +1,635+28.6% | Added |
| North Star Investment Management Corp. | 7,376 | $4.20M | 0.29% | −20−0.3% | Reduced |
| Segment Wealth Management, LLC | 7,380 | $4.20M | 0.29% | −110−1.5% | Reduced |
| Fifth Third Bancorp | 7,392 | $4.21M | 0.02% | −133−1.8% | Reduced |
| GWM Advisors LLC | 7,412 | $4.22M | 0.03% | +115+1.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,427 | $4.23M | 1.80% | −168−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,525 | $4.30M | 0.17% | −68−0.9% | Reduced |
| Prospera Financial Services Inc | 7,556 | $4.30M | 0.10% | +964+14.6% | Added |
| Perigon Wealth Management, LLC | 7,417 | $4.37M | 0.11% | −24−0.3% | Reduced |
| Oppenheimer & Co Inc | 7,669 | $4.37M | 0.07% | +270+3.6% | Added |
| Keybank National Association | 7,672 | $4.37M | 0.02% | −25−0.3% | Reduced |
| Evensky & Katz LLC | 7,683 | $4.38M | 0.29% | −71−0.9% | Reduced |
| Weil Company, Inc. | 7,703 | $4.39M | 1.52% | +10.0% | Added |
| Harbour Investments, Inc. | 7,731 | $4.40M | 0.13% | +62+0.8% | Added |
| Wetherby Asset Management Inc | 7,793 | $4.44M | 0.21% | −18−0.2% | Reduced |
| Keystone Financial Group | 7,852 | $4.49M | 0.44% | +1,868+31.2% | Added |
| Intrepid Financial Planning Group LLC | 7,884 | $4.49M | 1.90% | −96−1.2% | Reduced |
| Sonata Capital Group Inc | 7,929 | $4.52M | 1.87% | +346+4.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,617 | $4.52M | 1.67% | +79+1.0% | Added |
| Quadrature Capital Ltd | 7,943 | $4.52M | 0.09% | +7,943 | New |
| Bay Rivers Group | 8,033 | $4.58M | 2.22% | +64+0.8% | Added |
| RSM US Wealth Management LLC | 8,043 | $4.58M | 0.07% | −32−0.4% | Reduced |
| Modera Wealth Management, LLC | 8,076 | $4.60M | 0.06% | −76−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 8,085 | $4.60M | 0.38% | −181−2.2% | Reduced |
| Barrett & Company, Inc. | 8,110 | $4.62M | 1.95% | +72+0.9% | Added |
| Highview Capital Management LLC | 8,188 | $4.66M | 1.79% | +55+0.7% | Added |
| Equitable Holdings, Inc. | 8,195 | $4.67M | 0.04% | +1,504+22.5% | Added |
| Meridian Investment Counsel Inc. | 8,345 | $4.75M | 1.42% | +3,455+70.7% | Added |
| Finley Financial, LLC | 8,150 | $4.76M | 2.48% | +8,150 | New |
| AMG National Trust Bank | 8,411 | $4.78M | 0.13% | +5+0.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,437 | $4.81M | 1.54% | +384+4.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,439 | $4.81M | 2.72% | +216+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 8,612 | $4.91M | 0.06% | −2,838−24.8% | Reduced |
| NBW Capital LLC | 8,620 | $4.91M | 0.91% | −78−0.9% | Reduced |
| Financial Engines Advisors L.L.C. | 8,705 | $4.96M | 0.01% | −331−3.7% | Reduced |
| Sagespring Wealth Partners, LLC | 8,711 | $4.96M | 0.13% | +8,711 | New |
| Associated Banc-Corp | 8,712 | $4.96M | 0.15% | −334−3.7% | Reduced |
| Ti-Trust, Inc | 8,740 | $4.98M | 3.33% | +32+0.4% | Added |
| Allworth Financial LP | 8,412 | $5.04M | 0.03% | −30.0% | Reduced |
| Jane Street Group, LLC | 8,861 | $5.05M | 0.01% | +8,861 | New |
| Buckingham Strategic Partners | 8,877 | $5.06M | 0.09% | −619−6.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.46% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,981 | $5.13M | 0.18% | +967+12.1% | Added |
| Lynx Capital Group Ltd | 9,030 | $5.14M | 2.96% | +1,254+16.1% | Added |
| Apollon Wealth Management, LLC | 9,083 | $5.17M | 0.12% | +2,536+38.7% | Added |
| Balboa Wealth Partners | 9,112 | $5.19M | 1.18% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 8,804 | $5.27M | 2.91% | +454+5.4% | Added |
| HSBC Holdings PLC | 9,263 | $5.28M | 0.00% | +74+0.8% | Added |
| Bokf, NA | 9,371 | $5.30M | 0.09% | −235−2.4% | Reduced |
| Newport Capital Group, LLC | 9,321 | $5.32M | 3.92% | +265+2.9% | Added |
| Central Trust Co | 9,347 | $5.32M | 0.13% | −41−0.4% | Reduced |
| Motco | 9,358 | $5.33M | 0.55% | −84−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,426 | $5.37M | 0.06% | +522+5.9% | Added |
| Bank of New Hampshire | 9,435 | $5.37M | 1.38% | −324−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.38M | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 9,474 | $5.40M | 1.75% | −299−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9,451 | $5.40M | 0.13% | +331+3.6% | Added |
| G&S Capital LLC | 9,507 | $5.41M | 2.24% | +434+4.8% | Added |
| Tower Research Capital LLC (TRC) | 9,522 | $5.42M | 0.11% | −14,197−59.9% | Reduced |
| Mayflower Financial Advisors, LLC | 9,650 | $5.50M | 0.82% | −43−0.4% | Reduced |
| Colorado Capital Management, Inc. | 9,671 | $5.51M | 2.67% | −3,128−24.4% | Reduced |
| Firestone Capital Management | 9,676 | $5.51M | 1.37% | −172−1.7% | Reduced |
| Flputnam Investment Management Co | 9,716 | $5.53M | 0.10% | −357−3.5% | Reduced |
| Peak Asset Management, LLC | 9,749 | $5.55M | 1.03% | −20.0% | Reduced |
| Resonant Capital Advisors, LLC | 9,719 | $5.56M | 0.41% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $5.70M | 0.30% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.70M | 5.27% | +10,000 | New |
| Daymark Wealth Partners, LLC | 10,168 | $5.79M | 0.24% | +290+2.9% | Added |
| Bank of Nova Scotia | 10,268 | $5.85M | 0.01% | +7,287+244.4% | Added |
| Gries Financial LLC | 10,273 | $5.85M | 1.04% | −77−0.7% | Reduced |
| Bryn Mawr Trust Co | 10,365 | $5.90M | 0.11% | −17−0.2% | Reduced |
| Lodestar Private Asset Management LLC | 10,460 | $5.96M | 0.74% | +339+3.3% | Added |
| Ieq Capital, LLC | 10,476 | $5.97M | 0.06% | +120+1.2% | Added |
| Oppenheimer Asset Management Inc. | 10,480 | $5.97M | 0.07% | +10,480 | New |
| Inspire Trust Co, N.A. | 10,500 | $5.98M | 1.53% | −1,322−11.2% | Reduced |
| Hopwood Financial Services, Inc. | 10,500 | $5.98M | 4.53% | +10,500 | New |
| Leavell Investment Management, Inc. | 10,632 | $6.08M | 0.30% | −58−0.5% | Reduced |
| Alexis Investment Partners, LLC | 10,719 | $6.09M | 2.98% | +10,719 | New |
| Retirement Income Solutions, Inc | 10,751 | $6.12M | 1.24% | −9−0.1% | Reduced |
| Adirondack Trust Co | 10,817 | $6.16M | 2.35% | +47+0.4% | Added |
| Sanctuary Advisors, LLC | 10,336 | $6.16M | 0.04% | +68+0.7% | Added |
| Diversified Portfolios, Inc. | 10,826 | $6.17M | 0.67% | −45−0.4% | Reduced |
| Tandem Investment Partners LLC | 10,893 | $6.20M | 5.94% | +10,893 | New |
| Latigo Investments, LLC | 10,962 | $6.24M | 3.18% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 11,079 | $6.31M | 5.03% | −3,422−23.6% | Reduced |
| First Horizon Advisors, Inc. | 11,135 | $6.34M | 0.18% | +117+1.1% | Added |
| Goelzer Investment Management, Inc. | 11,491 | $6.55M | 0.38% | −162−1.4% | Reduced |
| Palisade Asset Management, LLC | 11,536 | $6.57M | 0.67% | −36−0.3% | Reduced |
| Synovus Financial Corp | 11,536 | $6.57M | 0.08% | −709−5.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,618 | $6.62M | 0.62% | +7+0.1% | Added |
| Hanover Advisors Inc | 11,634 | $6.63M | 2.78% | +563+5.1% | Added |
| Community Bank, N.A. | 11,830 | $6.74M | 0.86% | −50−0.4% | Reduced |
| Dakota Wealth Management | 11,960 | $6.81M | 0.16% | −166−1.4% | Reduced |
| Rothschild Capital Partners, LLC | 12,091 | $6.89M | 1.67% | +40.0% | Added |
| Vestmark Advisory Solutions, Inc. | 12,125 | $6.91M | 0.24% | +12,125 | New |
| Sand Hill Global Advisors, LLC | 12,221 | $6.96M | 0.29% | −17−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 12,741 | $7.26M | 1.20% | +72+0.6% | Added |