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 |
|---|---|---|---|---|---|
| M3 Advisory Group, LLC | 1,452 | $826.9K | 0.59% | +81+5.9% | Added |
| Cornerstone Wealth Management, LLC | 1,453 | $827.8K | 0.06% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,463 | $833.3K | 0.64% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,467 | $835.6K | 0.28% | +1,467 | New |
| Andrews, Lucia Wealth Management LLC | 1,470 | $837.3K | 0.56% | +1+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,470 | $837.3K | 0.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,471 | $838.0K | 0.07% | +1,471 | New |
| DRW Securities, LLC | 1,477 | $841.3K | 0.06% | −3,345−69.4% | Reduced |
| Providence First Trust Co | 1,483 | $844.7K | 0.32% | −1,348−47.6% | Reduced |
| General Partner, Inc. | 1,484 | $845.3K | 0.51% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,501 | $854.9K | 0.19% | +100+7.1% | Added |
| Vista Investment Management | 1,502 | $855.5K | 0.32% | −10−0.7% | Reduced |
| Retirement Capital Strategies | 1,502 | $855.5K | 0.32% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,497 | $855.8K | 0.04% | −100−6.3% | Reduced |
| TownSquare Capital, LLC | 1,504 | $856.6K | 0.01% | +171+12.8% | Added |
| Clarendon Private LLC | 1,504 | $856.8K | 0.90% | +1,504 | New |
| Congress Asset Management Co | 1,521 | $866.3K | 0.01% | +1,037+214.3% | Added |
| Cascade Financial Partners, LLC | 1,525 | $868.6K | 0.11% | 00.0% | Unchanged |
| American Money Management, LLC | 1,534 | $873.7K | 0.17% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $875.4K | 0.88% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $880.0K | 0.25% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,548 | $881.7K | 0.44% | −47−2.9% | Reduced |
| Atomi Financial Group, Inc. | 1,551 | $883.4K | 0.04% | +737+90.5% | Added |
| Alesco Advisors LLC | 1,554 | $885.1K | 0.03% | −50−3.1% | Reduced |
| RTD Financial Advisors, Inc. | 1,560 | $888.6K | 0.11% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,565 | $891.1K | 0.54% | +1,565 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,566 | $891.9K | 0.13% | +11+0.7% | Added |
| Accredited Investors Inc. | 1,566 | $892.1K | 0.05% | −42−2.6% | Reduced |
| Acorn Wealth Advisors, LLC | 1,571 | $895.0K | 0.37% | −1−0.1% | Reduced |
| Long Road Investment Counsel, LLC | 1,590 | $906.0K | 0.37% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,515 | $908.5K | 0.62% | −325−17.7% | Reduced |
| Greystone Financial Group, LLC | 1,599 | $910.7K | 0.16% | +783+96.0% | Added |
| Rockland Trust Co | 1,601 | $911.9K | 0.05% | −27−1.7% | Reduced |
| Stephens Inc | 1,601 | $912.1K | 0.01% | +339+26.9% | Added |
| Gator Capital Management, LLC | 1,611 | $917.6K | 0.35% | −5−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 1,613 | $918.5K | 0.13% | +44+2.8% | Added |
| Quantinno Capital Management LP | 1,636 | $931.8K | 0.01% | +1,636 | New |
| Orgel Wealth Management, LLC | 1,637 | $932.4K | 0.02% | +31+1.9% | Added |
| Vista Wealth Management Group, LLC | 1,642 | $935.3K | 0.06% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,643 | $935.8K | 0.30% | −164−9.1% | Reduced |
| Carrera Capital Advisors | 1,637 | $935.9K | 0.22% | +149+10.0% | Added |
| Tritonpoint Wealth, LLC | 1,638 | $936.4K | 0.08% | +63+4.0% | Added |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,652 | $940.9K | 0.06% | +1+0.1% | Added |
| Legacy Private Trust Co. | 1,666 | $948.9K | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,671 | $952.0K | 0.61% | −50−2.9% | Reduced |
| AE Wealth Management LLC | 1,690 | $962.6K | 0.01% | −87−4.9% | Reduced |
| LCNB Corp | 1,695 | $965.4K | 0.35% | −45−2.6% | Reduced |
| Seeds Investor LLC | 1,698 | $967.0K | 0.28% | +363+27.2% | Added |
| Paragon Capital Management Ltd | 1,700 | $968.3K | 0.19% | 00.0% | Unchanged |
| M. Kraus & Co | 1,700 | $968.3K | 0.29% | 00.0% | Unchanged |
| Sachetta, LLC | 1,702 | $969.2K | 0.38% | +1+0.1% | Added |
| Strategic Advisors LLC | 1,720 | $979.7K | 0.18% | −69−3.9% | Reduced |
| Fiera Capital Corp | 1,725 | $982.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,725 | $982.5K | 0.05% | +40+2.4% | Added |
| Lynch & Associates | 1,740 | $991.1K | 0.22% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,740 | $991.1K | 0.05% | −32−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,739 | $993.7K | 0.20% | +1+0.1% | Added |
| Wood Tarver Financial Group, LLC | 1,755 | $999.0K | 0.33% | +1,755 | New |
| Peterson Wealth Management | 1,756 | $1.00M | 0.60% | +65+3.8% | Added |
| Spectrum Wealth Counsel, LLC | 1,767 | $1.01M | 0.12% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,770 | $1.01M | 0.12% | +93+5.5% | Added |
| Dana Investment Advisors, Inc. | 1,775 | $1.01M | 0.03% | +2+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.02M | 0.19% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,815 | $1.03M | 0.24% | +1+0.1% | Added |
| BancorpSouth Bank | 1,818 | $1.04M | 0.07% | +76+4.4% | Added |
| Arthur M. Cohen & Associates, LLC | 1,825 | $1.04M | 0.18% | +1+0.1% | Added |
| Sebold Capital Management, Inc. | 1,828 | $1.04M | 0.70% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,840 | $1.05M | 0.07% | +42+2.3% | Added |
| Beacon Financial Advisory LLC | 1,852 | $1.05M | 0.34% | +4+0.2% | Added |
| Bremer Bank National Association | 1,858 | $1.06M | 0.21% | +421+29.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.07M | 0.04% | −10−0.5% | Reduced |
| ZRC Wealth Management, LLC | 1,879 | $1.07M | 0.45% | +5+0.3% | Added |
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.53% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,889 | $1.08M | 0.33% | +216+12.9% | Added |
| SFM, LLC | 1,894 | $1.08M | 0.76% | −1−0.1% | Reduced |
| Tompkins Financial Corp | 1,904 | $1.08M | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,906 | $1.09M | 0.03% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,910 | $1.09M | 0.25% | −80−4.0% | Reduced |
| White Pine Capital LLC | 1,938 | $1.10M | 0.37% | −52−2.6% | Reduced |
| Wealth Watch Advisors, INC | 1,945 | $1.11M | 0.69% | +1,945 | New |
| Maltin Wealth Management, Inc. | 1,948 | $1.11M | 0.55% | +4+0.2% | Added |
| Forza Wealth Management, LLC | 1,950 | $1.11M | 0.51% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,952 | $1.11M | 0.08% | +4+0.2% | Added |
| Glassman Wealth Services | 1,955 | $1.11M | 0.19% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.12M | 0.07% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,979 | $1.13M | 0.23% | +1,979 | New |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.51% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.13M | 0.40% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,989 | $1.13M | 0.07% | +110+5.9% | Added |
| Gen-Wealth Partners Inc | 1,995 | $1.14M | 0.49% | +61+3.2% | Added |
| Concurrent Investment Advisors, LLC | 1,998 | $1.14M | 0.03% | +1,508+307.8% | Added |
| SkyView Investment Advisors, LLC | 2,000 | $1.14M | 0.18% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.14M | 0.18% | −1,375−40.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.14M | 0.06% | −230−10.3% | Reduced |
| CX Institutional | 2,009 | $1.14M | 0.05% | −330−14.1% | Reduced |
| Independent Advisor Alliance | 2,016 | $1.15M | 0.02% | +2,016 | New |
| Horizon Investments, LLC | 2,028 | $1.16M | 0.03% | −5−0.2% | Reduced |
| Marion Wealth Management | 2,031 | $1.16M | 0.31% | +3+0.1% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $1.16M | 0.09% | 00.0% | Unchanged |