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 |
|---|---|---|---|---|---|
| Serenus Wealth Advisors, LLC | 31,287 | $17.8M | 3.10% | +31,287 | New |
| Barclays PLC | 31,533 | $18.0M | 0.01% | −52−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,730 | $18.1M | 0.06% | −14,359−31.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 32,078 | $18.3M | 3.86% | −175−0.5% | Reduced |
| Vestor Capital, LLC | 32,081 | $18.3M | 1.39% | −221−0.7% | Reduced |
| Trustmark National Bank Trust Department | 32,192 | $18.3M | 1.36% | 00.0% | Unchanged |
| M&T Bank Corp | 32,437 | $18.5M | 0.06% | −351−1.1% | Reduced |
| Huntington National Bank | – | $18.7M | 0.13% | – | – |
| Pinnacle Financial Partners Inc | 33,590 | $19.1M | 0.39% | +266+0.8% | Added |
| Steele Capital Management, Inc. | 34,002 | $19.4M | 1.01% | −135−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 34,323 | $19.5M | 2.65% | +17,240+100.9% | Added |
| Waldron Private Wealth LLC | 35,333 | $20.1M | 0.81% | −1,810−4.9% | Reduced |
| 1st Source Bank | 36,156 | $20.6M | 1.18% | +151+0.4% | Added |
| Susquehanna International Group, LLP | 36,190 | $20.6M | 0.03% | −52,193−59.1% | Reduced |
| Cresset Asset Management, LLC | 36,133 | $20.6M | 0.10% | −14,187−28.2% | Reduced |
| Johnson Investment Counsel Inc | 36,283 | $20.7M | 0.20% | +521+1.5% | Added |
| Edge Capital Group, LLC | 38,509 | $21.9M | 0.98% | −424−1.1% | Reduced |
| Lido Advisors, LLC | 39,173 | $22.4M | 0.14% | +10,015+34.3% | Added |
| Madison Asset Management, LLC | 39,842 | $22.7M | 0.26% | +25,339+174.7% | Added |
| Madison Investment Advisors, LLC | 39,842 | $22.7M | 0.26% | +39,842 | New |
| Conning Inc. | 40,185 | $22.9M | 0.80% | +417+1.0% | Added |
| Cercano Management LLC | 41,196 | $23.5M | 0.60% | +41,196 | New |
| Klingman & Associates, LLC | 42,281 | $24.1M | 1.48% | −1,318−3.0% | Reduced |
| LCM Capital Management Inc | 42,861 | $24.4M | 13.77% | −295−0.7% | Reduced |
| Janney Montgomery Scott LLC | 43,930 | $25.0M | 0.07% | +3,435+8.5% | Added |
| Granite Bay Wealth Management, LLC | 44,326 | $25.2M | 9.35% | +1,562+3.7% | Added |
| IFG Advisors, LLC | 44,418 | $25.3M | 5.03% | +2,085+4.9% | Added |
| Chicago Partners Investment Group LLC | 44,343 | $25.4M | 0.85% | −5,222−10.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,805 | $25.5M | 3.86% | −41−0.1% | Reduced |
| Comerica Bank | 45,212 | $25.8M | 0.10% | +10,200+29.1% | Added |
| Retirement Systems of Alabama | 46,351 | $26.4M | 0.10% | +64+0.1% | Added |
| Citizens Financial Group Inc | 46,519 | $26.5M | 0.52% | −1,596−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 47,146 | $26.8M | 0.07% | −246−0.5% | Reduced |
| First Hawaiian Bank | 47,932 | $27.3M | 0.89% | −1,955−3.9% | Reduced |
| Cumberland Advisors Inc | 49,482 | $28.2M | 11.25% | +2,115+4.5% | Added |
| Crewe Advisors LLC | 50,964 | $29.0M | 4.00% | −427−0.8% | Reduced |
| Clearstead Advisors, LLC | 51,362 | $29.3M | 0.45% | −483−0.9% | Reduced |
| Oldfather Financial Services, LLC | 51,589 | $29.4M | 11.20% | −200−0.4% | Reduced |
| Bessemer Group Inc | 51,628 | $29.4M | 0.05% | +18,381+55.3% | Added |
| Heritage Investors Management Corp | 51,967 | $29.6M | 0.96% | −346−0.7% | Reduced |
| Baird Financial Group, Inc. | 53,075 | $30.2M | 0.06% | −793−1.5% | Reduced |
| BlackRock, Inc. | 53,599 | $30.5M | 0.00% | +15,594+41.0% | Added |
| Peapack Gladstone Financial Corp | 54,389 | $31.0M | 0.45% | −2,391−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 56,929 | $32.4M | 0.07% | −3,018−5.0% | Reduced |
| Ascent Wealth Partners, LLC | 59,463 | $33.9M | 4.57% | +250.0% | Added |
| Massmutual Trust Co FSB | 60,087 | $34.2M | 0.96% | −999−1.6% | Reduced |
| Smith, Moore & Co. | 60,370 | $34.4M | 3.14% | −242−0.4% | Reduced |
| Pinnacle Associates Ltd | 61,318 | $34.9M | 0.47% | −3,824−5.9% | Reduced |
| Captrust Financial Advisors | 61,863 | $35.2M | 0.10% | −352−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,850 | $35.4M | 0.51% | +200+0.3% | Added |
| Cetera Investment Advisers | 62,875 | $35.8M | 0.07% | −3,187−4.8% | Reduced |
| Divergent Planning, LLC | 64,928 | $36.7M | 12.56% | +1,098+1.7% | Added |
| Financial Counselors Inc | 65,536 | $37.3M | 0.54% | −132−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,432 | $37.8M | 0.93% | −132−0.2% | Reduced |
| Blair William & Co | 69,120 | $39.4M | 0.11% | −359−0.5% | Reduced |
| Pittenger & Anderson Inc | 69,163 | $39.4M | 1.43% | +30.0% | Added |
| Portland Global Advisors LLC | 70,064 | $39.9M | 5.05% | −1,597−2.2% | Reduced |
| Envestnet Asset Management Inc | 73,401 | $41.8M | 0.01% | +4,692+6.8% | Added |
| Henshaw Capital LLC | 75,050 | $42.7M | 1.78% | 00.0% | Unchanged |
| MetLife Investment Management | 86,200 | $49.1M | 0.27% | +67,900+371.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 86,535 | $49.3M | 0.09% | +5,393+6.6% | Added |
| Colony Group, LLC | 89,889 | $51.2M | 0.13% | +47,698+113.1% | Added |
| Washington Trust Co | 92,634 | $52.8M | 1.89% | −3,577−3.7% | Reduced |
| Sandy Spring Bank | 93,059 | $53.0M | 2.15% | −1,065−1.1% | Reduced |
| Canada Pension Plan Investment Board | 100,000 | $57.0M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 100,637 | $57.3M | 0.10% | −762−0.8% | Reduced |
| Cerity Partners LLC | 101,612 | $57.9M | 0.13% | +4,063+4.2% | Added |
| Commonwealth Equity Services, LLC | 103,203 | $58.8M | 0.09% | −30,278−22.7% | Reduced |
| Stifel Financial Corp | 105,174 | $59.9M | 0.06% | +35,665+51.3% | Added |
| Montag A & Associates Inc | 108,391 | $62.0M | 2.94% | −2,042−1.8% | Reduced |
| Truist Financial Corp | 112,677 | $64.2M | 0.10% | +5,306+4.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 113,906 | $64.9M | 9.79% | +113,906 | New |
| Brown Advisory Inc | 118,181 | $67.3M | 0.09% | −3,767−3.1% | Reduced |
| Hills Bank & Trust Co | 120,611 | $68.7M | 5.17% | −368−0.3% | Reduced |
| FineMark National Bank & Trust | 124,044 | $70.7M | 2.46% | −548−0.4% | Reduced |
| Ameriprise Financial Inc | 133,729 | $76.2M | 0.02% | +42,508+46.6% | Added |
| Whittier Trust Co | 137,997 | $78.6M | 1.04% | −722−0.5% | Reduced |
| Waddell & Associates, LLC | 140,263 | $79.9M | 8.14% | +1,494+1.1% | Added |
| Employees Retirement System of Texas | 141,500 | $80.6M | 0.69% | +33,000+30.4% | Added |
| LPL Financial LLC | 165,022 | $94.0M | 0.04% | +21,353+14.9% | Added |
| Bank of New York Mellon Corp | 170,928 | $97.4M | 0.02% | +233+0.1% | Added |
| Welch & Forbes LLC | 171,847 | $97.9M | 1.26% | +31,537+22.5% | Added |
| HighTower Advisors, LLC | 219,217 | $124.9M | 0.17% | +75,426+52.5% | Added |
| BW Gestao de Investimentos Ltda. | 221,400 | $126.1M | 5.89% | +221,400 | New |
| Conservest Capital Advisors, Inc. | 223,959 | $127.6M | 13.18% | −16,687−6.9% | Reduced |
| Arvest Bank Trust Division | 234,511 | $133.6M | 8.05% | −6,034−2.5% | Reduced |
| MAI Capital Management | 247,280 | $140.8M | 1.05% | +7,889+3.3% | Added |
| Creative Planning | 248,635 | $141.6M | 0.14% | +654+0.3% | Added |
| CI Private Wealth, LLC | 254,481 | $144.9M | 0.24% | −1,240−0.5% | Reduced |
| Alliancebernstein L.P. | 260,324 | $148.3M | 0.05% | −19,767−7.1% | Reduced |
| BNP Paribas Arbitrage, SA | 263,160 | $149.9M | 0.12% | +111,055+73.0% | Added |
| SG Americas Securities, LLC | 265,731 | $151.4M | 0.66% | +248,146+1,411.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 378,239 | $215.4M | 0.50% | +269,180+246.8% | Added |
| Citadel Advisors LLC | 395,484 | $225.3M | 0.21% | +273,864+225.2% | Added |
| JPMorgan Chase & Co | 401,198 | $228.5M | 0.02% | +61,062+18.0% | Added |
| Royal Bank of Canada | 491,661 | $280.0M | 0.06% | −241,067−32.9% | Reduced |
| Bank of Montreal | 516,733 | $294.3M | 0.15% | +20,981+4.2% | Added |
| Moore Capital Management, LP | 527,000 | $300.2M | 5.62% | +527,000 | New |
| Northwestern Mutual Wealth Management Co | 556,152 | $316.8M | 0.27% | +14,988+2.8% | Added |
| Raymond James Financial Inc | 576,599 | $328.4M | 0.12% | +576,599 | New |