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 |
|---|---|---|---|---|---|
| Private Capital Management, LLC | 385 | $219.3K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 385 | $219.3K | 0.09% | +385 | New |
| First Interstate Bank | 388 | $221.0K | 0.01% | +388 | New |
| Tranquility Partners, LLC | 392 | $223.3K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 392 | $223.3K | 0.04% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 393 | $223.7K | 0.15% | +1+0.3% | Added |
| Confluence Wealth Services, Inc. | 377 | $225.6K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 397 | $226.1K | 0.14% | +397 | New |
| Hengehold Capital Management LLC | 397 | $226.1K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 398 | $226.7K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 398 | $226.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 398 | $227.0K | 0.00% | −39−8.9% | Reduced |
| Rockwood Wealth Management, LLC | 400 | $227.3K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 400 | $227.3K | 0.13% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 390 | $227.6K | 0.04% | +3+0.8% | Added |
| Hoese & Co LLP | 400 | $227.8K | 0.20% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $227.8K | 0.09% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 400 | $227.8K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $227.8K | 0.13% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $227.8K | 0.16% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $228.0K | 0.06% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 401 | $228.4K | 0.13% | −2−0.5% | Reduced |
| Grassi Investment Management | 403 | $229.0K | 0.02% | +1+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 404 | $230.1K | 0.21% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 405 | $230.9K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 407 | $231.8K | 0.04% | +407 | New |
| HRT Financial LP | 408 | $232.0K | 0.00% | +408 | New |
| BTG Pactual Asset Management US LLC | 410 | $233.0K | 0.03% | +410 | New |
| Trust Co | 411 | $234.1K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 415 | $236.3K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 415 | $236.4K | 0.06% | −49−10.6% | Reduced |
| Mystic Asset Management, Inc. | 417 | $237.5K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 418 | $238.1K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 421 | $239.8K | 0.04% | −25−5.6% | Reduced |
| Brown Miller Wealth Management, LLC | 422 | $240.4K | 0.09% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 423 | $240.9K | 0.11% | −2−0.5% | Reduced |
| First Nebraska Trust Co | 425 | $242.1K | 0.02% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 425 | $242.1K | 0.01% | +425 | New |
| Founders Financial Alliance, LLC | 427 | $243.1K | 0.07% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 427 | $243.2K | 0.18% | +427 | New |
| Federation des caisses Desjardins du Quebec | 429 | $244.3K | 0.00% | −4−0.9% | Reduced |
| Van Strum & Towne Inc. | 430 | $244.9K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 426 | $245.0K | 0.01% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 431 | $245.5K | 0.26% | +431 | New |
| Heritage Wealth Management, Inc. | 440 | $250.4K | 0.08% | +26+6.3% | Added |
| South State Corp. | 440 | $250.6K | 0.02% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $252.3K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Group | 444 | $252.9K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $252.9K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 445 | $253.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 446 | $254.2K | 0.06% | −19−4.1% | Reduced |
| Excalibur Management Corp | 447 | $254.6K | 0.10% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $254.6K | 0.04% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $255.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $255.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 449 | $256.0K | 0.02% | +26+6.1% | Added |
| Symphony Financial, Ltd. Co. | 426 | $256.3K | 0.04% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $256.3K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $256.3K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $256.3K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 451 | $257.0K | 0.02% | −65−12.6% | Reduced |
| Old Point Trust & Financial Services N A | 452 | $257.4K | 0.09% | +452 | New |
| FSM Wealth Advisors, LLC | 439 | $258.2K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 455 | $259.2K | 0.02% | −11−2.4% | Reduced |
| Everpar Advisors LLC | 455 | $259.2K | 0.13% | +455 | New |
| Shufro Rose & Co LLC | 456 | $259.7K | 0.02% | −25−5.2% | Reduced |
| Alpha Cubed Investments, LLC | 459 | $261.4K | 0.01% | +459 | New |
| Nations Financial Group Inc, | 459 | $261.4K | 0.02% | +86+23.1% | Added |
| Investment Advisory Services Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 459 | $262.4K | 0.01% | −106−18.8% | Reduced |
| Root Financial Partners, LLC | 464 | $264.4K | 0.03% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 464 | $264.6K | 0.20% | +1+0.2% | Added |
| Windsor Capital Management, LLC | 464 | $264.6K | 0.08% | −37−7.4% | Reduced |
| Isthmus Partners, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $265.0K | 0.04% | −80−14.7% | Reduced |
| WealthTrust Axiom LLC | 466 | $265.2K | 0.08% | +1+0.2% | Added |
| Tradition Wealth Management, LLC | 466 | $265.7K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 469 | $267.1K | 0.06% | −15−3.1% | Reduced |
| Ellis Investment Partners, LLC | 470 | $267.4K | 0.05% | +1+0.2% | Added |
| CenterStar Asset Management, LLC | 470 | $267.7K | 0.59% | +470 | New |
| PDS Planning, Inc | 471 | $268.3K | 0.02% | −3−0.6% | Reduced |
| CapWealth Advisors, LLC | 471 | $268.3K | 0.03% | 00.0% | Unchanged |
| Napatree Capital LLC | 472 | $268.8K | 0.16% | +52+12.4% | Added |
| Empirical Asset Management, LLC | 474 | $269.9K | 0.09% | +10+2.2% | Added |
| Strategic Wealth Designers | 2,012 | $270.3K | 0.02% | +2,012 | New |
| Citizens Business Bank | 475 | $270.6K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 475 | $270.6K | 0.01% | −514−52.0% | Reduced |
| Hanson & Doremus Investment Management | 475 | $271.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $271.1K | 0.13% | −15−3.1% | Reduced |
| RiverFront Investment Group, LLC | 477 | $271.7K | 0.01% | +477 | New |
| Birch Hill Investment Advisors LLC | 478 | $272.3K | 0.01% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 478 | $272.8K | 0.18% | +1+0.2% | Added |
| Cypress Wealth Services, LLC | 485 | $276.2K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $276.2K | 0.03% | 00.0% | Unchanged |
| Burney Co | 490 | $279.1K | 0.01% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 492 | $280.2K | 0.24% | −40−7.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 493 | $280.8K | 0.04% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $281.4K | 0.15% | 00.0% | Unchanged |