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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 494 | $281.7K | 0.07% | +11+2.3% | Added |
| Apexium Financial, LP | 496 | $282.5K | 0.02% | −5−1.0% | Reduced |
| Marcum Wealth, LLC | 496 | $282.5K | 0.02% | −3−0.6% | Reduced |
| Wambolt & Associates, LLC | 496 | $282.5K | 0.09% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 496 | $282.5K | 0.19% | +496 | New |
| Mendel Money Management | 499 | $284.2K | 0.13% | −24−4.6% | Reduced |
| Fusion Family Wealth LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $284.8K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 502 | $285.9K | 0.02% | +129+34.6% | Added |
| Finivi Inc. | 502 | $285.9K | 0.23% | +502 | New |
| Betterment LLC | 502 | $286.0K | 0.00% | +75+17.6% | Added |
| Investment Research & Advisory Group, Inc. | 503 | $286.5K | 0.12% | −344−40.6% | Reduced |
| Index Fund Advisors, Inc. | 503 | $286.5K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $286.5K | 0.17% | 00.0% | Unchanged |
| Charter Trust Co | 504 | $287.1K | 0.02% | −181−26.4% | Reduced |
| Avidian Wealth Solutions, LLC | 506 | $288.3K | 0.01% | +23+4.8% | Added |
| KWMG, LLC | 508 | $289.3K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 510 | $290.5K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 513 | $292.2K | 0.01% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $293.3K | 0.11% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 516 | $294.1K | 0.15% | +516 | New |
| JSF Financial, LLC | 517 | $294.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $296.2K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $296.2K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 524 | $296.4K | 0.02% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 521 | $297.0K | 0.04% | −18−3.3% | Reduced |
| Tarbox Family Office, Inc. | 522 | $297.3K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 523 | $297.6K | 0.04% | +2+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $297.9K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 523 | $297.9K | 0.03% | +165+46.1% | Added |
| Asset Planning Corporation | 525 | $299.2K | 0.19% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 526 | $299.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Bank | 526 | $299.6K | 0.03% | +526 | New |
| Heritage Wealth Partners, LLC | 527 | $299.9K | 0.38% | +1+0.2% | Added |
| Parker Investment Management, LLC | 530 | $301.9K | 0.05% | +530 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 534 | $304.4K | 0.06% | +464+662.9% | Added |
| Evergreen Capital Management LLC | 533 | $304.6K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 535 | $304.7K | 0.10% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 539 | $307.0K | 0.16% | +66+14.0% | Added |
| Arcadia Investment Management Corp | 540 | $307.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 541 | $308.1K | 0.05% | +541 | New |
| HTLF Bank | 543 | $309.3K | 0.03% | −3−0.5% | Reduced |
| Heritage Trust Co | 544 | $309.9K | 0.04% | +544 | New |
| First Foundation Advisors | 545 | $310.4K | 0.01% | +1+0.2% | Added |
| Annex Advisory Services, LLC | 546 | $310.7K | 0.01% | +546 | New |
| Thompson Davis & Co., Inc. | 547 | $311.6K | 0.20% | −39−6.7% | Reduced |
| Clarus Wealth Advisors | 546 | $311.6K | 0.16% | −13−2.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $313.3K | 0.12% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 550 | $313.5K | 0.15% | −58−9.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $316.3K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 556 | $316.9K | 0.01% | −53−8.7% | Reduced |
| Greenup Street Wealth Management LLC | 557 | $317.3K | 0.06% | 00.0% | Unchanged |
| TD Asset Management Inc | 559 | $318.4K | 0.00% | +17+3.1% | Added |
| High Net Worth Advisory Group LLC | 559 | $318.4K | 0.09% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 560 | $318.7K | 0.25% | +560 | New |
| Gillespie Robinson & Grimm Inc | 560 | $319.0K | 0.03% | 00.0% | Unchanged |
| Alpha Zero LLC | 560 | $319.0K | 0.24% | +560 | New |
| Toth Financial Advisory Corp | 561 | $319.5K | 0.04% | +342+156.2% | Added |
| QRG Capital Management, Inc. | 563 | $320.7K | 0.00% | −3−0.5% | Reduced |
| NWF Advisory Services Inc. | 561 | $320.7K | 0.05% | −1−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 564 | $321.2K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 565 | $321.8K | 0.02% | −300−34.7% | Reduced |
| Investment Partners, Ltd. | 568 | $323.5K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 570 | $324.7K | 0.17% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 570 | $324.7K | 0.07% | +570 | New |
| Northeast Planning Associates, Inc. | 570 | $324.7K | 0.34% | +570 | New |
| Dividend Assets Capital, LLC | 571 | $325.2K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $327.3K | 0.07% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $327.5K | 0.06% | 00.0% | Unchanged |
| Members Wealth LLC | 566 | $327.6K | 0.24% | +566 | New |
| SNS Financial Group, LLC | 575 | $328.7K | 0.03% | 00.0% | Unchanged |
| Berkeley, Inc | 586 | $333.8K | 0.17% | −586−50.0% | Reduced |
| Contravisory Investment Management, Inc. | 590 | $335.9K | 0.07% | +328+125.2% | Added |
| Well Done, LLC | 590 | $336.1K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 591 | $336.6K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 593 | $337.9K | 0.01% | +116+24.3% | Added |
| Aspen Grove Capital, LLC | 591 | $338.0K | 0.07% | +591 | New |
| Benjamin Edwards Inc | 600 | $341.7K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 600 | $341.7K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $341.7K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 600 | $341.7K | 0.07% | +600 | New |
| United Community Bank | 601 | $342.3K | 0.13% | 00.0% | Unchanged |
| SPC Financial, Inc. | 603 | $343.5K | 0.03% | −16−2.6% | Reduced |
| Camden National Bank | 603 | $343.5K | 0.05% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $343.5K | 0.19% | +603 | New |
| Rappaport Reiches Capital Management, LLC | 604 | $343.8K | 0.09% | 00.0% | Unchanged |
| Shaker Investments LLC | 607 | $345.6K | 0.14% | +2+0.3% | Added |
| Signaturefd, LLC | 611 | $348.1K | 0.01% | −9−1.5% | Reduced |
| Principal Securities, Inc. | 613 | $349.2K | 0.01% | +43+7.5% | Added |
| Cortland Associates Inc | 615 | $350.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 615 | $350.4K | 0.01% | +50+8.8% | Added |
| Impact Capital Partners LLC | 619 | $352.6K | 0.13% | +619 | New |
| Optima Capital LLC | 617 | $352.8K | 0.24% | +617 | New |
| Pure Financial Advisors, Inc. | 620 | $353.1K | 0.01% | +27+4.6% | Added |
| Riggs Asset Managment Co. Inc. | 623 | $354.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 622 | $354.4K | 0.03% | +117+23.2% | Added |
| CRA Financial Services, LLC | 624 | $355.4K | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 629 | $358.3K | 0.00% | +19+3.1% | Added |
| XY Planning Network, Inc. | 631 | $359.4K | 0.27% | +631 | New |