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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.

Institutional holdersQ4 2024: 1,409 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,127 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2024: $15.1B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,127$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG679,497$387.0M0.09%+48,514+7.7%Added
The PNC Financial Services Group, Inc.756,730$431.0M0.29%−12,112−1.6%Reduced
Pathstone Holdings, LLC906,139$516.1M2.28%−13,166−1.4%Reduced
Goldman Sachs Group Inc932,820$531.3M0.10%−207,540−18.2%Reduced
US Bancorp1,045,963$595.8M0.78%−18,001−1.7%Reduced
Northern Trust Corp1,114,024$634.5M0.09%+1,560+0.1%Added
Morgan Stanley1,127,257$642.1M0.04%−87,043−7.2%Reduced
Wells Fargo & Company1,370,369$780.5M0.19%+65,493+5.0%Added
Bank of America Corp2,082,895$1.19B0.11%−41,805−2.0%Reduced
Hawk Ridge Capital Management LP0$00.00%−85,624−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−26,277−100.0%Sold out
Black Swift Group, LLC0$00.00%−25,308−100.0%Sold out
IMC-Chicago, LLC0$00.00%−24,903−100.0%Sold out
Shapiro Capital Management LLC0$00.00%−24,400−100.0%Sold out
Two Sigma Investments, LP0$00.00%−15,600−100.0%Sold out
Walleye Trading LLC0$00.00%−14,623−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−6,365−100.0%Sold out
Horizon Family Wealth, Inc.0$00.00%−4,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,886−100.0%Sold out
Arizona PSPRS Trust0$00.00%−3,700−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−2,643−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−2,550−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,303−100.0%Sold out
Old Mission Capital LLC0$00.00%−2,281−100.0%Sold out
Alpha Financial Partners, LLC0$00.00%−2,216−100.0%Sold out
Ehrlich Financial Group0$00.00%−2,216−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−1,529−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−1,392−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−1,386−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,200−100.0%Sold out
Encompass Wealth Advisors, LLC0$00.00%−1,160−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−1,110−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−1,057−100.0%Sold out
DT Investment Partners, LLC0$00.00%−1,002−100.0%Sold out
Prudential Financial Inc0$00.00%−902−100.0%Sold out
Pitcairn Co0$00.00%−878−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−839−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−747−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−710−100.0%Sold out
Lifeworks Advisors, LLC0$00.00%−676−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−633−100.0%Sold out
Walleye Capital LLC0$00.00%−605−100.0%Sold out
Grant/GrossMendelsohn, LLC0$00.00%−541−100.0%Sold out
AA Financial Advisors, LLC0$00.00%−508−100.0%Sold out
J. W. Coons Advisors, LLC0$00.00%−437−100.0%Sold out
Hall Kathryn A.0$00.00%−430−100.0%Sold out
King Luther Capital Management Corp0$00.00%–Sold out
Kickstand Ventures, LLC.0$00.00%−411−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−384−100.0%Sold out
Baldwin Brothers Inc0$00.00%−317−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−278−100.0%Sold out
Northwest Financial Advisors0$00.00%−275−100.0%Sold out
Macquarie Group Ltd0$00.00%−259−100.0%Sold out
Blue Chip Partners, Inc.0$00.00%−200−100.0%Sold out
NBC Securities, Inc.0$00.00%−170−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−70−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−55−100.0%Sold out
Wintrust Investments LLC0$00.00%−53−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−44−100.0%Sold out
Golden State Equity Partners0$00.00%−36−100.0%Sold out
Arrow Financial Corp0$00.00%−25−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−20−100.0%Sold out
REAP Financial Group, LLC0$00.00%−16−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Kowal Investment Group, LLC––––Not filed
GYL Financial Synergies, LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
Kingfisher Capital LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Pegasus Partners Ltd.––––Not filed
CIC Wealth, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Halpern Financial, Inc.––––Not filed
Hyperion Partners, LLC––––Not filed
SpiderRock Advisors, LLC––––Not filed
Waypoint Capital Advisors, LLC––––Not filed
Argent Financial Group, Inc.––––Not filed
Etfidea, LLC––––Not filed
Edmonds Duncan Registered Investment Advisors, LLC––––Not filed
Gunn & Co Investment Management, Inc.––––Not filed
Lesa Sroufe & Co––––Not filed
Concentric Wealth Management, LLC––––Not filed
Inscription Capital, LLC––––Not filed
LWMG, LLC––––Not filed
Platte River Wealth Advisors, LLC––––Not filed
Graybill Bartz & Assoc Ltd––––Not filed
M&R Capital Management Inc––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Alpine Bank Wealth Management––––Not filed
Annapolis Financial Services, LLC––––Not filed