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 |
|---|---|---|---|---|---|
| River Street Advisors LLC | 818 | $465.9K | 0.24% | +31+3.9% | Added |
| Seascape Capital Management | 818 | $466.0K | 0.16% | 00.0% | Unchanged |
| McCarthy & Cox | 821 | $467.7K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 827 | $470.8K | 0.01% | +44+5.6% | Added |
| Fulton Breakefield Broenniman LLC | 830 | $472.5K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 829 | $474.5K | 0.17% | +33+4.1% | Added |
| Harbour Investment Management LLC | 833 | $476.3K | 0.21% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $477.3K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 841 | $479.0K | 0.15% | +1+0.1% | Added |
| Optimum Investment Advisors | 845 | $481.3K | 0.21% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 849 | $483.7K | 0.09% | −335−28.3% | Reduced |
| Mathes Company, Inc. | 850 | $484.0K | 0.18% | −2,300−73.0% | Reduced |
| Litman Gregory Asset Management LLC | 852 | $485.3K | 0.04% | −5−0.6% | Reduced |
| Cardiff Park Advisors, LLC | 852 | $485.5K | 0.05% | +1+0.1% | Added |
| Denver Wealth Management, Inc. | 854 | $486.4K | 0.22% | −2−0.2% | Reduced |
| Capital Group Private Client Services, Inc. | 855 | $486.8K | 0.00% | −77−8.3% | Reduced |
| Rockline Wealth Management, LLC | 855 | $487.0K | 0.13% | 00.0% | Unchanged |
| Montis Financial, LLC | 858 | $489.0K | 0.15% | −13−1.5% | Reduced |
| IFP Advisors, Inc | 861 | $490.5K | 0.02% | −5,448−86.4% | Reduced |
| Abound Financial, LLC | 864 | $492.1K | 0.25% | +864 | New |
| Naviter Wealth, LLC | 866 | $495.1K | 0.06% | +433+100.0% | Added |
| Evernest Financial Advisors, LLC | 871 | $496.2K | 0.13% | −200−18.7% | Reduced |
| Financial Advisory Corp | 873 | $497.0K | 0.18% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $498.5K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 879 | $500.7K | 0.01% | +123+16.3% | Added |
| Redwood Park Advisors LLC | 880 | $501.2K | 0.43% | +880 | New |
| Missouri Trust & Investment Co | 881 | $501.8K | 0.18% | +100+12.8% | Added |
| Creekside Partners | 890 | $507.0K | 0.26% | +2+0.2% | Added |
| Eagle Strategies LLC | 895 | $509.9K | 0.09% | +56+6.7% | Added |
| Mission Wealth Management, LP | 900 | $512.5K | 0.01% | +262+41.1% | Added |
| Neumann Capital Management, LLC | 900 | $512.6K | 0.17% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 900 | $512.7K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 901 | $513.2K | 0.01% | +38+4.4% | Added |
| First PREMIER Bank | 902 | $514.0K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 900 | $514.5K | 0.04% | +200+28.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 905 | $515.7K | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 906 | $516.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 909 | $517.7K | 0.02% | +36+4.1% | Added |
| Stablepoint Partners, LLC | 911 | $518.9K | 0.10% | +12+1.3% | Added |
| Connors Investor Services Inc | 915 | $521.2K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 917 | $522.3K | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $524.0K | 0.01% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 923 | $525.5K | 0.27% | −7−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $526.9K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 925 | $527.0K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 922 | $527.2K | 0.03% | +112+13.8% | Added |
| Canal Capital Management, LLC | 938 | $534.3K | 0.09% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $534.7K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 943 | $537.0K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 945 | $538.3K | 0.02% | +120+14.5% | Added |
| Wealth Alliance | 947 | $539.4K | 0.06% | +282+42.4% | Added |
| First Western Trust Bank | 949 | $540.5K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 953 | $542.7K | 0.20% | +32+3.5% | Added |
| Maren Capital LLC | 964 | $549.1K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 965 | $549.7K | 0.06% | −5−0.5% | Reduced |
| Clear Creek Financial Management, LLC | 968 | $551.1K | 0.06% | −1−0.1% | Reduced |
| Mirador Capital Partners LP | 971 | $553.1K | 0.10% | +62+6.8% | Added |
| Leo Wealth, LLC | 974 | $554.9K | 0.05% | 00.0% | Unchanged |
| Appleton Partners Inc | 978 | $557.0K | 0.04% | −4−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 981 | $558.8K | 0.01% | +72+7.9% | Added |
| Berger Financial Group, Inc | 981 | $558.8K | 0.04% | −563−36.5% | Reduced |
| Vishria Bird Financial Group, LLC | 989 | $563.0K | 0.20% | −2−0.2% | Reduced |
| Pollock Investment Advisors, LLC | 991 | $564.5K | 0.46% | +991 | New |
| Tanager Wealth Management LLP | 988 | $564.8K | 0.07% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $566.2K | 0.42% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $569.6K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $569.6K | 0.16% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $569.6K | 0.08% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $570.0K | 0.23% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 977 | $570.5K | 0.27% | 00.0% | Unchanged |
| Plancorp, LLC | 1,003 | $571.3K | 0.02% | +34+3.5% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $573.8K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,012 | $576.4K | 0.10% | +1+0.1% | Added |
| Optivise Advisory Services LLC | 1,020 | $581.0K | 0.31% | +258+33.9% | Added |
| Baxter Bros Inc | 1,023 | $582.7K | 0.08% | 00.0% | Unchanged |
| United Bank | 1,025 | $583.8K | 0.07% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,032 | $587.8K | 0.24% | −73−6.6% | Reduced |
| Mairs & Power Inc | 1,035 | $589.5K | 0.01% | +200+24.0% | Added |
| Foundations Investment Advisors, LLC | 1,039 | $591.8K | 0.01% | +54+5.5% | Added |
| GW&K Investment Management, LLC | 1,039 | $592.0K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 1,043 | $594.2K | 0.60% | +1,043 | New |
| Financial Advisory Service, Inc. | 1,047 | $596.3K | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,049 | $597.7K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 1,054 | $600.3K | 0.02% | −35−3.2% | Reduced |
| Quantbot Technologies LP | 1,060 | $603.8K | 0.02% | +1,060 | New |
| Certified Advisory Corp | 1,064 | $605.8K | 0.07% | +76+7.7% | Added |
| Saxon Interests, Inc. | 1,064 | $606.3K | 0.27% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,071 | $610.2K | 0.44% | −12−1.1% | Reduced |
| Royal Fund Management, LLC | 1,075 | $612.3K | 0.07% | −1,095−50.5% | Reduced |
| Midland Wealth Advisors LLC | 1,078 | $614.0K | 0.04% | −380−26.1% | Reduced |
| HCR Wealth Advisors | 1,079 | $614.8K | 0.08% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,087 | $619.0K | 0.04% | −259−19.2% | Reduced |
| FCG Investment Co | 1,087 | $619.1K | 0.38% | +60+5.8% | Added |
| Flynn Zito Capital Management, LLC | 1,087 | $619.2K | 0.29% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,089 | $620.3K | 0.08% | 00.0% | Unchanged |
| Legacy Trust | 1,091 | $621.4K | 0.14% | −5−0.5% | Reduced |
| D.A. Davidson & Co. | 1,094 | $623.2K | 0.01% | −14−1.3% | Reduced |
| Advisors Capital Management, LLC | 1,097 | $624.8K | 0.01% | −61−5.3% | Reduced |
| Synergy Financial Management, LLC | 1,102 | $627.8K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,103 | $628.2K | 0.05% | +7+0.6% | Added |