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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 119 | $69.7K | 0.04% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 122 | $70.0K | 0.00% | +122 | New |
| Washington Trust Advisors, Inc. | 125 | $71.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $71.2K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 129 | $73.5K | 0.07% | +129 | New |
| ORG Partners LLC | 129 | $74.0K | 0.01% | +43+50.0% | Added |
| Rogco, LP | 130 | $74.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 131 | $74.5K | 0.02% | +131 | New |
| Pinney & Scofield, Inc. | 134 | $76.3K | 0.06% | +134 | New |
| Mark Sheptoff Financial Planning, LLC | 136 | $77.5K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $77.7K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 145 | $82.6K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $83.5K | 0.06% | +147 | New |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $85.4K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 150 | $85.4K | 0.01% | +150 | New |
| Atlas Capital Advisors LLC | 150 | $85.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 155 | $88.3K | 0.01% | −43−21.7% | Reduced |
| Accredited Wealth Management, LLC | 155 | $88.6K | 0.08% | +155 | New |
| SJS Investment Consulting Inc. | 162 | $92.3K | 0.02% | −20−11.0% | Reduced |
| Indiana Trust & Investment Management CO | 164 | $93.4K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $93.4K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $98.0K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 176 | $100.2K | 0.03% | +43+32.3% | Added |
| Tortoise Investment Management, LLC | 177 | $100.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 180 | $102.5K | 0.03% | −50−21.7% | Reduced |
| EnRich Financial Partners LLC | 180 | $102.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 181 | $103.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $105.4K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 192 | $109.4K | 0.08% | +192 | New |
| Assetmark, Inc | 195 | $111.1K | 0.00% | +103+112.0% | Added |
| Mascoma Wealth Management LLC | 198 | $112.8K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $113.3K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $113.6K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 201 | $114.4K | 0.06% | +201 | New |
| Foster Dykema Cabot & Partners, LLC | 205 | $117.2K | 0.01% | −45−18.0% | Reduced |
| Northwest Bank & Trust Co | 191 | $117.6K | 0.09% | −4−2.1% | Reduced |
| Comprehensive Financial Planning, Inc. | 213 | $121.1K | 0.10% | +213 | New |
| Sunbelt Securities, Inc. | 215 | $122.0K | 0.01% | +25+13.2% | Added |
| PrairieView Partners, LLC | 225 | $128.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 232 | $132.1K | 0.01% | −747−76.3% | Reduced |
| GAMMA Investing LLC | 233 | $132.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 235 | $133.9K | 0.06% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 244 | $139.0K | 0.09% | +244 | New |
| Evermay Wealth Management LLC | 250 | $142.9K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $146.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 264 | $150.4K | 0.02% | −265−50.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 267 | $152.1K | 0.06% | +1+0.4% | Added |
| Laurel Wealth Advisors LLC | 275 | $156.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 265 | $159.2K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 27,514 | $160.0K | 0.03% | +27,514 | New |
| Bernard Wealth Management Corp. | 281 | $160.1K | 0.08% | +281 | New |
| Umb Bank N A | 285 | $162.3K | 0.00% | −3,800−93.0% | Reduced |
| South Plains Financial, Inc. | 298 | $169.7K | 0.13% | +298 | New |
| Pacific Capital Wealth Advisors, Inc | 300 | $170.9K | 0.03% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $170.9K | 0.17% | +300 | New |
| Darwin Advisors, LLC | 303 | $173.0K | 0.06% | −1−0.3% | Reduced |
| Geneos Wealth Management Inc. | 304 | $173.3K | 0.01% | −62−16.9% | Reduced |
| Key Financial Inc | 306 | $174.3K | 0.04% | +296+2,960.0% | Added |
| Fairman Group, LLC | 306 | $175.1K | 0.14% | +1+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 317 | $180.6K | 0.07% | −244−43.5% | Reduced |
| Mather Group, LLC. | 328 | $186.8K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 328 | $187.1K | 0.18% | +328 | New |
| Operose Advisors LLC | 329 | $187.4K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 332 | $189.0K | 0.02% | +1+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 332 | $189.1K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 332 | $189.1K | 0.12% | +332 | Added |
| Oarsman Capital, Inc. | 340 | $193.7K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 350 | $199.4K | 0.13% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $199.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 349 | $200.0K | 0.09% | +121+53.1% | Added |
| Guild Investment Management, Inc. | 350 | $200.1K | 0.22% | +350 | New |
| Strategic Family Wealth Counselors, L.L.C. | 352 | $200.4K | 0.07% | +352 | New |
| American Capital Management Inc | 353 | $201.1K | 0.01% | 00.0% | Unchanged |
| Univest Financial Corp | 354 | $201.4K | 0.01% | −7−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 355 | $202.2K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 358 | $203.9K | 0.04% | +358 | New |
| Aull & Monroe Investment Management Corp | 358 | $203.9K | 0.10% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 358 | $204.1K | 0.02% | +358 | New |
| Wealthcare Capital Management LLC | 359 | $204.5K | 0.02% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 360 | $205.0K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 362 | $206.2K | 0.02% | −140−27.9% | Reduced |
| Accurate Wealth Management, LLC | 362 | $206.5K | 0.04% | +362 | New |
| Cora Capital Advisors LLC | 363 | $206.8K | 0.10% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 365 | $207.9K | 0.14% | +1+0.3% | Added |
| Saxony Capital Management, LLC | 365 | $207.9K | 0.18% | −2,036−84.8% | Reduced |
| Roman Butler Fullerton & Co | 352 | $208.2K | 0.07% | +352 | New |
| Asset Dedication, LLC | 367 | $209.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 368 | $209.6K | 0.02% | 00.0% | Unchanged |
| Jacobs & Co | 370 | $210.0K | 0.02% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 370 | $211.0K | 0.13% | +370 | New |
| Stokes Family Office, LLC | 372 | $211.9K | 0.02% | −80−17.7% | Reduced |
| Northeast Investment Management | 372 | $211.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 373 | $212.2K | 0.01% | −19−4.8% | Reduced |
| Fortem Financial Group, LLC | 376 | $214.2K | 0.08% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $214.7K | 0.07% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 378 | $215.3K | 0.05% | +378 | New |
| Vivaldi Capital Management, LLC | 365 | $215.8K | 0.03% | −11−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 379 | $216.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $216.4K | 0.09% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 383 | $218.1K | 0.01% | 00.0% | Unchanged |