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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 12,810 | $7.30M | 0.04% | −561−4.2% | Reduced |
| Grove Bank & Trust | 12,879 | $7.34M | 1.02% | −21−0.2% | Reduced |
| Staley Capital Advisers Inc | 13,102 | $7.46M | 0.33% | 00.0% | Unchanged |
| TKG Advisors, LLC | 12,504 | $7.47M | 3.44% | +852+7.3% | Added |
| Pacific Center for Financial Services | 13,322 | $7.59M | 1.95% | −250−1.8% | Reduced |
| Brevan Howard Capital Management LP | 13,377 | $7.62M | 0.19% | +9,599+254.1% | Added |
| Linscomb & Williams, Inc. | 13,477 | $7.68M | 0.38% | −647−4.6% | Reduced |
| Busey Wealth Management | 13,516 | $7.70M | 0.25% | −30−0.2% | Reduced |
| Unionview, LLC | 13,534 | $7.71M | 5.65% | −188−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 13,519 | $7.76M | 0.01% | −716−5.0% | Reduced |
| Boston Family Office LLC | 13,682 | $7.79M | 0.54% | −498−3.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,638 | $7.80M | 3.65% | −235−1.7% | Reduced |
| Smith Anglin Financial, LLC | 13,696 | $7.80M | 0.73% | −44−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $7.94M | 2.21% | +256+1.9% | Added |
| Chesley Taft & Associates LLC | 14,011 | $7.98M | 0.37% | −70−0.5% | Reduced |
| NewEdge Wealth, LLC | 14,075 | $8.02M | 0.14% | +13,073+1,304.7% | Added |
| Legal & General Group Plc | 14,200 | $8.09M | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 14,250 | $8.12M | 0.84% | +224+1.6% | Added |
| CWM, LLC | 14,258 | $8.12M | 0.03% | −8,120−36.3% | Reduced |
| Bearing Point Capital, LLC | 14,357 | $8.18M | 1.70% | +14,357 | New |
| Means Investment Co., Inc. | 14,468 | $8.24M | 0.86% | −49−0.3% | Reduced |
| Csenge Advisory Group | 14,478 | $8.25M | 0.45% | +235+1.6% | Added |
| Montz Harcus Wealth Management LLC | 14,575 | $8.30M | 4.64% | +386+2.7% | Added |
| Victory Capital Management Inc | 14,945 | $8.51M | 0.01% | −7,355−33.0% | Reduced |
| Granite FO LLC | 14,986 | $8.54M | 4.88% | +230+1.6% | Added |
| KCM Investment Advisors LLC | 15,028 | $8.56M | 0.30% | −373−2.4% | Reduced |
| Fifth Third Securities, Inc. | 15,068 | $8.58M | 0.73% | −2,239−12.9% | Reduced |
| Mercer Global Advisors Inc | 15,088 | $8.59M | 0.02% | −1,500−9.0% | Reduced |
| GFS Advisors, LLC | 15,488 | $8.82M | 1.34% | −655−4.1% | Reduced |
| Tiaa Trust, National Association | 15,547 | $8.86M | 0.03% | −12−0.1% | Reduced |
| Essential Planning, LLC. | 15,261 | $8.93M | 0.06% | +15,261 | New |
| Capstone Financial Advisors, Inc. | 15,734 | $8.96M | 0.55% | −378−2.3% | Reduced |
| Wealthspire Advisors, LLC | 15,835 | $9.02M | 0.09% | +829+5.5% | Added |
| Pensionmark Financial Group, LLC | 15,840 | $9.02M | 0.25% | +146+0.9% | Added |
| BlueCrest Capital Management Ltd | 16,200 | $9.23M | 0.52% | +3,700+29.6% | Added |
| Arvest Investments, Inc. | 16,255 | $9.26M | 1.48% | −1,592−8.9% | Reduced |
| Mechanics Bank Trust Department | 16,378 | $9.33M | 1.24% | −536−3.2% | Reduced |
| Boston Financial Mangement LLC | 16,512 | $9.40M | 0.28% | +332+2.1% | Added |
| Howard Capital Management Inc. | 16,571 | $9.44M | 0.15% | +50.0% | Added |
| Franklin Resources Inc | 16,583 | $9.45M | 0.00% | +476+3.0% | Added |
| Evercore Wealth Management, LLC | 16,633 | $9.47M | 0.14% | +55+0.3% | Added |
| Agf Management Ltd | 16,824 | $9.58M | 0.05% | −194−1.1% | Reduced |
| Terry L. Blaker | 16,865 | $9.61M | 0.37% | −149−0.9% | Reduced |
| Legacy Advisors, LLC | 17,072 | $9.72M | 0.94% | +70.0% | Added |
| Brookstone Capital Management | 17,092 | $9.74M | 0.14% | +16,200+1,816.1% | Added |
| Renaissance Technologies LLC | 17,200 | $9.80M | 0.01% | +17,200 | New |
| Hummer Financial Advisory Services Inc | 17,138 | $9.80M | 7.75% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,227 | $9.81M | 0.11% | +10,348+150.4% | Added |
| Bordeaux Wealth Advisors LLC | 17,296 | $9.85M | 1.58% | −2,028−10.5% | Reduced |
| Pachira Investments Inc. | 17,339 | $9.85M | 6.03% | +16,883+3,702.4% | Added |
| Brown Brothers Harriman & Co | 17,305 | $9.86M | 0.07% | +153+0.9% | Added |
| Harbour Trust & Investment Management Co | 17,573 | $10.0M | 1.14% | −39−0.2% | Reduced |
| NBT Bank N A | 17,674 | $10.1M | 0.70% | −126−0.7% | Reduced |
| Nixon Peabody Trust Co | 17,711 | $10.1M | 0.83% | −787−4.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,828 | $10.2M | 0.05% | −30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,045 | $10.3M | 0.33% | −1,000−5.3% | Reduced |
| Central Bank & Trust Co | 18,074 | $10.3M | 1.56% | +275+1.5% | Added |
| Canopy Partners, LLC | 18,552 | $10.6M | 4.03% | +2,746+17.4% | Added |
| First Financial Bank - Trust Division | 18,584 | $10.6M | 0.99% | −1,144−5.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 18,845 | $10.7M | 0.26% | −2,296−10.9% | Reduced |
| Country Club Bank | 19,146 | $10.9M | 0.73% | −220−1.1% | Reduced |
| Lutz Financial Services LLC | 19,208 | $10.9M | 0.88% | −310−1.6% | Reduced |
| Peddock Capital Advisors, LLC | 19,583 | $11.2M | 2.67% | +511+2.7% | Added |
| jvl associates llc | 19,865 | $11.3M | 4.29% | −46−0.2% | Reduced |
| Victory Financial Group, LLC | 20,090 | $11.4M | 3.01% | +20,090 | New |
| Dumont & Blake Investment Advisors LLC | 20,194 | $11.5M | 3.09% | −267−1.3% | Reduced |
| Old National Bancorp | 20,225 | $11.5M | 0.27% | −322−1.6% | Reduced |
| Exchange Capital Management, Inc. | 20,265 | $11.5M | 1.83% | −31−0.2% | Reduced |
| Thrivent Financial for Lutherans | 19,098 | $11.6M | 0.02% | −2,376−11.1% | Reduced |
| Sageworth Trust Co | 20,347 | $11.6M | 0.72% | +10,765+112.3% | Added |
| Trifecta Capital Advisors, LLC | 20,629 | $11.7M | 2.32% | +15+0.1% | Added |
| Callan Family Office, LLC | 20,723 | $11.8M | 0.75% | +11+0.1% | Added |
| Glenmede Trust Co NA | 21,793 | $12.4M | 0.06% | −8,839−28.9% | Reduced |
| Caldwell Trust Co | 22,586 | $12.9M | 1.34% | −289−1.3% | Reduced |
| MCF Advisors LLC | 22,941 | $13.1M | 0.92% | −76−0.3% | Reduced |
| Millennium Management LLC | 23,216 | $13.2M | 0.01% | +23,216 | New |
| Avantax Advisory Services, Inc. | 23,396 | $13.3M | 0.08% | +691+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 23,520 | $13.4M | 0.38% | −557−2.3% | Reduced |
| Wellspring Financial Advisors, LLC | 24,317 | $13.9M | 1.45% | −592−2.4% | Reduced |
| Citigroup Inc | 24,410 | $13.9M | 0.01% | −6,583−21.2% | Reduced |
| Altfest L J & Co Inc | 24,469 | $13.9M | 1.78% | +22,332+1,045.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 24,639 | $14.0M | 4.35% | −65−0.3% | Reduced |
| Savant Capital, LLC | 25,217 | $14.4M | 0.11% | −211−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,381 | $14.5M | 0.13% | −206−0.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,593 | $14.6M | 0.29% | +100+0.4% | Added |
| Commerce Bank | 26,690 | $15.2M | 0.09% | −182−0.7% | Reduced |
| Youngs Advisory Group, Inc. | 27,063 | $15.4M | 6.53% | +452+1.7% | Added |
| MML Investors Services, LLC | 27,919 | $15.9M | 0.05% | +970+3.6% | Added |
| Atria Wealth Solutions, Inc. | 28,105 | $16.1M | 0.18% | −413−1.4% | Reduced |
| Simmons Bank | 28,458 | $16.2M | 1.19% | −313−1.1% | Reduced |
| Tandem Wealth Advisors LLC | 28,466 | $16.2M | 8.27% | −4,339−13.2% | Reduced |
| Passaic Partners LLC | 29,170 | $16.6M | 2.41% | +29,170 | New |
| Hancock Whitney Corp | 29,218 | $16.6M | 0.53% | +840+3.0% | Added |
| RMB Capital Management, LLC | 29,909 | $17.0M | 0.39% | −581−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 30,065 | $17.1M | 0.35% | −1,800−5.6% | Reduced |
| Curbstone Financial Management Corp | 30,356 | $17.3M | 3.66% | −100.0% | Reduced |
| Omers Administration Corp | 30,400 | $17.3M | 0.15% | +30,400 | New |
| FMR LLC | 30,537 | $17.4M | 0.00% | +2,806+10.1% | Added |
| EP Wealth Advisors, LLC | 30,798 | $17.5M | 0.14% | −2,456−7.4% | Reduced |
| Kestra Advisory Services, LLC | 30,879 | $17.6M | 0.10% | +1,720+5.9% | Added |