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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 1,105 | $629.4K | 0.05% | +1,105 | New |
| Opulen Financial Group LLC | 1,107 | $630.6K | 0.57% | +1,107 | New |
| WealthShield Partners, LLC | 1,104 | $631.0K | 0.09% | +13+1.2% | Added |
| Level Four Advisory Services, LLC | 1,109 | $631.6K | 0.03% | +269+32.0% | Added |
| Capital Investment Advisors, LLC | 1,116 | $635.7K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,116 | $635.9K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,118 | $636.8K | 0.09% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,123 | $639.6K | 0.12% | +1,123 | New |
| Genesis Wealth Advisors, LLC | 1,131 | $644.2K | 0.56% | +1,131 | New |
| New Hampshire Trust | 1,134 | $645.9K | 0.14% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,135 | $646.5K | 0.15% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,139 | $648.8K | 0.08% | −95−7.7% | Reduced |
| Rathbone Brothers plc | 1,140 | $649.3K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $652.7K | 0.03% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,150 | $655.0K | 0.36% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,152 | $658.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,177 | $670.4K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,182 | $673.2K | 0.01% | −176−13.0% | Reduced |
| Thrive Wealth Management, LLC | 1,183 | $673.8K | 0.12% | +1,183 | New |
| River Wealth Advisors LLC | 1,190 | $677.8K | 0.09% | −105−8.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $678.4K | 0.06% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,194 | $680.0K | 0.06% | +1+0.1% | Added |
| Corsair Capital Management, L.P. | 1,196 | $681.2K | 0.15% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,196 | $681.2K | 0.03% | +62+5.5% | Added |
| Sanders Morris Harris LLC | 1,192 | $682.1K | 0.10% | −83−6.5% | Reduced |
| Trust Co of Vermont | 1,200 | $683.5K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,205 | $686.3K | 0.07% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 1,208 | $687.8K | 0.64% | +1,208 | New |
| BLB&B Advisors, LLC | 1,219 | $694.3K | 0.04% | −4−0.3% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $694.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $695.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,224 | $697.2K | 0.05% | −68−5.3% | Reduced |
| L & S Advisors Inc | 1,227 | $698.6K | 0.08% | −42−3.3% | Reduced |
| CIBC World Markets Inc. | 1,228 | $699.0K | 0.00% | +10+0.8% | Added |
| HM Payson & Co | 1,228 | $699.4K | 0.01% | −145−10.6% | Reduced |
| Crown Wealth Group, LLC | 1,231 | $701.2K | 0.29% | +1,231 | New |
| Urban Financial Advisory Corp | 1,233 | $702.1K | 0.39% | +4+0.3% | Added |
| Red Door Wealth Management, LLC | 1,233 | $702.3K | 0.11% | −95−7.2% | Reduced |
| Hohimer Wealth Management, LLC | 1,235 | $703.4K | 0.13% | +34+2.8% | Added |
| Kaydan Wealth Management, Inc. | 1,236 | $704.0K | 0.23% | +7+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,205 | $704.1K | 0.06% | +153+14.5% | Added |
| E&G Advisors, LP | 1,237 | $704.6K | 0.19% | +1,237 | New |
| German American Bancorp, Inc. | 1,242 | $707.8K | 0.07% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $709.0K | 0.24% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $711.0K | 0.16% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,252 | $713.1K | 0.17% | +53+4.4% | Added |
| Avalon Trust Co | 1,254 | $714.3K | 0.05% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,262 | $718.8K | 0.52% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,264 | $719.9K | 0.15% | −6−0.5% | Reduced |
| City National Bank of Florida | 1,264 | $719.9K | 0.66% | +1,264 | New |
| TCI Wealth Advisors, Inc. | 1,268 | $722.2K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 1,270 | $723.4K | 0.25% | −545−30.0% | Reduced |
| Park National Corp | 1,270 | $723.4K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $726.2K | 0.19% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,276 | $726.8K | 0.10% | +13+1.0% | Added |
| Seelaus Asset Management LLC | 1,279 | $728.5K | 0.66% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,280 | $729.1K | 0.02% | −7−0.5% | Reduced |
| Truepoint, Inc. | 1,291 | $735.3K | 0.02% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $739.6K | 0.63% | +1,298 | New |
| Fiduciary Alliance LLC | 1,304 | $743.0K | 0.08% | −25−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 1,307 | $744.2K | 0.03% | 00.0% | Unchanged |
| Stanich Group LLC | 1,311 | $746.8K | 0.56% | +1,311 | New |
| Panoramic Capital Partners, LLC | 1,331 | $758.1K | 0.67% | +1,331 | New |
| Venture Visionary Partners LLC | 1,333 | $759.3K | 0.03% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,340 | $763.4K | 0.32% | −127−8.7% | Reduced |
| Crestwood Advisors Group LLC | 1,341 | $763.8K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,343 | $765.2K | 0.33% | +35+2.7% | Added |
| L.M. Kohn & Company | 1,345 | $765.8K | 0.20% | −25−1.8% | Reduced |
| STAR Financial Bank | 1,349 | $768.4K | 0.55% | −70−4.9% | Reduced |
| Round Rock Advisors, LLC | 1,362 | $775.8K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,367 | $778.4K | 0.39% | −1−0.1% | Reduced |
| Arkadios Wealth Advisors | 1,368 | $779.2K | 0.04% | +62+4.7% | Added |
| Harmony Asset Management LLC | 1,369 | $779.8K | 0.31% | +140+11.4% | Added |
| Nwam LLC | 1,370 | $780.6K | 0.05% | −873−38.9% | Reduced |
| McGuire Investment Group, LLC | 1,371 | $780.9K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,373 | $782.0K | 0.08% | +1,373 | New |
| Sequoia Financial Advisors, LLC | 1,376 | $783.7K | 0.01% | +53+4.0% | Added |
| Blue Barn Wealth, LLC | 1,378 | $785.2K | 0.41% | −9−0.6% | Reduced |
| Fca Corp | 1,380 | $786.0K | 0.25% | 00.0% | Unchanged |
| Viawealth, LLC | 1,380 | $786.0K | 0.47% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $791.7K | 0.31% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,393 | $793.4K | 0.09% | −262−15.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,389 | $793.8K | 0.20% | +1+0.1% | Added |
| Tennessee Valley Asset Management Partners | 1,395 | $794.8K | 0.13% | −43−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,397 | $795.7K | 0.01% | +118+9.2% | Added |
| Bell Bank | 1,398 | $796.3K | 0.06% | −87−5.9% | Reduced |
| Lam Group, Inc. | 1,400 | $797.4K | 0.57% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,402 | $798.6K | 0.43% | +495+54.6% | Added |
| Berkshire Money Management, Inc. | 1,405 | $800.4K | 0.09% | +1,405 | New |
| BankPlus Trust Department | 1,414 | $805.4K | 0.26% | +1,414 | New |
| Squarepoint Ops LLC | 1,420 | $808.8K | 0.00% | +1,420 | New |
| Clarius Group, LLC | 1,426 | $812.2K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,440 | $814.4K | 0.05% | −658−31.4% | Reduced |
| Farther Finance Advisors, LLC | 1,435 | $817.2K | 0.03% | −34−2.3% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $818.5K | 0.46% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,445 | $822.9K | 0.02% | +3+0.2% | Added |
| BigSur Wealth Management LLC | 1,440 | $823.2K | 0.24% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,446 | $825.7K | 0.01% | +877+154.1% | Added |
| Omega Financial Group, LLC | 1,450 | $825.8K | 0.31% | −6−0.4% | Reduced |
| Petix & Botte Co | 1,450 | $825.9K | 0.22% | 00.0% | Unchanged |