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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 629 | $359.6K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 633 | $360.7K | 0.02% | +44+7.5% | Added |
| Milestone Asset Management, LLC | 634 | $361.5K | 0.08% | −1,464−69.8% | Reduced |
| Anchor Capital Advisors LLC | 635 | $361.7K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 635 | $361.7K | 0.03% | 00.0% | Unchanged |
| Lane & Associates LLC | 612 | $361.8K | 0.19% | +223+57.3% | Added |
| Alpine Global Management, LLC | 639 | $364.0K | 0.11% | +639 | New |
| Institute for Wealth Management, LLC. | 640 | $364.8K | 0.05% | −400−38.5% | Reduced |
| Boston Trust Walden Corp | 645 | $367.4K | 0.00% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $369.7K | 0.12% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $370.2K | 0.16% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $370.2K | 0.09% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 650 | $370.2K | 0.05% | +650 | New |
| Forum Financial Management, LP | 650 | $370.4K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 653 | $371.9K | 0.03% | −23−3.4% | Reduced |
| Spears Abacus Advisors LLC | 655 | $373.1K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $373.6K | 0.04% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 657 | $374.2K | 0.01% | +3+0.5% | Added |
| HBK Sorce Advisory LLC | 660 | $375.8K | 0.01% | −1−0.2% | Reduced |
| Sapient Capital LLC | 661 | $377.9K | 0.01% | +49+8.0% | Added |
| Guidance Point Advisors, LLC | 668 | $380.3K | 0.11% | +25+3.9% | Added |
| Patton Albertson Miller Group, LLC | 668 | $380.5K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 666 | $380.7K | 0.01% | −176−20.9% | Reduced |
| Orion Capital Management LLC | 674 | $383.6K | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $384.5K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 675 | $384.5K | 0.06% | +675 | New |
| Guyasuta Investment Advisors Inc | 676 | $385.0K | 0.02% | +1+0.1% | Added |
| Rise Advisors, LLC | 681 | $388.1K | 0.19% | +42+6.6% | Added |
| Bedel Financial Consulting, Inc. | 657 | $389.6K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $391.3K | 0.25% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 688 | $391.9K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 689 | $392.4K | 0.04% | +28+4.2% | Added |
| Camden Capital, LLC | 689 | $392.4K | 0.04% | −1−0.1% | Reduced |
| Colonial Trust Co | 691 | $393.3K | 0.06% | −57−7.6% | Reduced |
| REDW Wealth LLC | 693 | $394.7K | 0.14% | −105−13.2% | Reduced |
| Sunpointe, LLC | 692 | $395.3K | 0.20% | +1+0.1% | Added |
| WP Advisors, LLC | 694 | $395.4K | 0.13% | +18+2.7% | Added |
| Carret Asset Management, LLC | 695 | $395.9K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 697 | $397.1K | 0.19% | −10−1.4% | Reduced |
| North Star Asset Management Inc | 700 | $398.7K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $399.3K | 0.27% | 00.0% | Unchanged |
| Norden Group LLC | 701 | $399.3K | 0.05% | +2+0.3% | Added |
| Black Diamond Financial, LLC | 702 | $399.8K | 0.06% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $400.4K | 0.36% | +703 | New |
| US Financial Advisors, LLC | 705 | $401.6K | 0.12% | −20−2.8% | Reduced |
| Brand Asset Management Group, Inc. | 705 | $401.6K | 0.16% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $402.1K | 0.21% | 00.0% | Unchanged |
| JDM Financial Group LLC | 714 | $406.7K | 0.21% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 715 | $407.5K | 0.08% | +12+1.7% | Added |
| Catalyst Financial Partners LLC | 716 | $407.8K | 0.08% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 717 | $408.4K | 0.16% | −15−2.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 719 | $409.5K | 0.19% | 00.0% | Unchanged |
| Trexquant Investment LP | 725 | $412.9K | 0.00% | −553−43.3% | Reduced |
| John W. Brooker & Co., CPAs | 729 | $415.4K | 0.18% | −4−0.5% | Reduced |
| Ardent Capital Management, Inc. | 730 | $415.8K | 0.19% | −50−6.4% | Reduced |
| Capital Advisors Inc | 733 | $417.5K | 0.01% | +263+56.0% | Added |
| Gladstone Institutional Advisory LLC | 734 | $418.1K | 0.02% | −150−17.0% | Reduced |
| Howard Capital Management Group, LLC | 735 | $418.6K | 0.03% | −10−1.3% | Reduced |
| Scarborough Advisors, LLC | 736 | $419.2K | 0.06% | −95−11.4% | Reduced |
| Apeiron RIA LLC | 739 | $421.0K | 0.12% | +6+0.8% | Added |
| Octavia Wealth Advisors, LLC | 737 | $421.3K | 0.05% | −9−1.2% | Reduced |
| Cadinha & Co LLC | 742 | $422.6K | 0.07% | +246+49.6% | Added |
| Pioneer Trust Bank N A | 743 | $423.2K | 0.11% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 743 | $423.2K | 0.47% | +743 | New |
| Rodgers Brothers Inc. | 748 | $426.0K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 748 | $426.0K | 0.07% | 00.0% | Unchanged |
| Napa Wealth Management | 749 | $426.6K | 0.18% | +22+3.0% | Added |
| Elios Financial Group Inc. | 749 | $426.8K | 0.20% | +39+5.5% | Added |
| Lee Danner & Bass Inc | 752 | $428.3K | 0.03% | +383+103.8% | Added |
| Newman Dignan & Sheerar, Inc. | 753 | $428.9K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 754 | $429.5K | 0.01% | +35+4.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 762 | $434.0K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 765 | $435.7K | 0.05% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 771 | $436.2K | 0.30% | +2+0.3% | Added |
| Ayrshire Capital Management LLC | 767 | $436.9K | 0.21% | +2+0.3% | Added |
| PFG Investments, LLC | 767 | $436.9K | 0.03% | +113+17.3% | Added |
| Signet Financial Management, LLC | 775 | $441.7K | 0.06% | +295+61.5% | Added |
| Founders Grove Wealth Partners, LLC | 778 | $443.1K | 0.13% | +778 | New |
| Summit Place Financial Advisors, LLC | 780 | $444.3K | 0.25% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $445.9K | 0.24% | 00.0% | Unchanged |
| Intrua Financial, LLC | 783 | $446.0K | 0.07% | +783 | New |
| Brightwater Advisory LLC | 785 | $447.1K | 0.35% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 790 | $450.0K | 0.43% | +790 | New |
| Verdence Capital Advisors LLC | 797 | $454.0K | 0.04% | −74−8.5% | Reduced |
| Roof Eidam & Maycock | 798 | $454.5K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $454.5K | 0.07% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 799 | $455.1K | 0.12% | −258−24.4% | Reduced |
| Almanack Investment Partners, LLC. | 799 | $455.1K | 0.07% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $455.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $455.7K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 802 | $457.0K | 0.09% | +379+89.6% | Added |
| Woodmont Investment Counsel LLC | 803 | $457.1K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 804 | $457.9K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 804 | $458.0K | 0.03% | +1+0.1% | Added |
| ArborFi Advisors, LLC | 807 | $459.7K | 0.46% | +807 | New |
| Orleans Capital Management Corp | 791 | $461.2K | 0.26% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 810 | $461.4K | 0.04% | −179−18.1% | Reduced |
| Capital Advisors, Ltd. LLC | 814 | $464.0K | 0.06% | −4−0.5% | Reduced |
| Titleist Asset Management, LLC | 816 | $464.8K | 0.05% | +19+2.4% | Added |
| Apollon Financial, LLC | 817 | $465.1K | 0.12% | −44−5.1% | Reduced |