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 |
|---|---|---|---|---|---|
| Pacific Financial Group Inc | 2,032 | $1.16M | 0.86% | −19−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,034 | $1.16M | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,040 | $1.16M | 0.03% | +228+12.6% | Added |
| Avantax Planning Partners, Inc. | 2,043 | $1.16M | 0.04% | −9−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,048 | $1.17M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,058 | $1.17M | 0.11% | +3+0.1% | Added |
| SOL Capital Management CO | 2,073 | $1.18M | 0.13% | +5+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.18M | 0.42% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,082 | $1.19M | 0.12% | +152+7.9% | Added |
| Bank of Hawaii | 2,087 | $1.19M | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 2,088 | $1.19M | 0.49% | −120−5.4% | Reduced |
| Sage Mountain Advisors LLC | 2,088 | $1.19M | 0.09% | +898+75.5% | Added |
| Frisch Financial Group, Inc. | 2,084 | $1.19M | 0.36% | −45−2.1% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,092 | $1.19M | 1.04% | +2,092 | New |
| Frank, Rimerman Advisors LLC | 2,095 | $1.19M | 0.09% | −4−0.2% | Reduced |
| Emprise Bank | 2,096 | $1.19M | 0.67% | −332−13.7% | Reduced |
| Taylor Financial Group, Inc. | 2,099 | $1.20M | 0.83% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,101 | $1.20M | 0.07% | −165−7.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,112 | $1.20M | 0.04% | +665+46.0% | Added |
| Great Valley Advisor Group, Inc. | 2,120 | $1.21M | 0.03% | +4+0.2% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $1.21M | 0.47% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,156 | $1.23M | 0.36% | +16+0.7% | Added |
| Gryphon Financial Partners LLC | 2,165 | $1.23M | 0.18% | +66+3.1% | Added |
| Gsa Capital Partners LLP | 2,197 | $1.25M | 0.09% | +140+6.8% | Added |
| We Are One Seven, LLC | 2,213 | $1.26M | 0.05% | −23−1.0% | Reduced |
| Wedbush Securities Inc | 2,214 | $1.26M | 0.04% | −105−4.5% | Reduced |
| Lyell Wealth Management, LP | 2,217 | $1.26M | 0.11% | +89+4.2% | Added |
| Zhang Financial LLC | 2,224 | $1.27M | 0.07% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,236 | $1.27M | 1.28% | −137−5.8% | Reduced |
| Howe & Rusling Inc | 2,242 | $1.28M | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,248 | $1.28M | 0.07% | −108−4.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,251 | $1.28M | 0.24% | −190−7.8% | Reduced |
| Warner Financial, Inc | 2,260 | $1.29M | 0.55% | +39+1.8% | Added |
| Allred Capital Management, LLC | 2,263 | $1.29M | 0.50% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,274 | $1.30M | 0.05% | +171+8.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,301 | $1.31M | 0.56% | −34−1.5% | Reduced |
| Jennison Associates LLC | 2,309 | $1.32M | 0.00% | +596+34.8% | Added |
| Baker Avenue Asset Management, LP | 2,350 | $1.34M | 0.04% | −178−7.0% | Reduced |
| American Capital Advisory, LLC | 2,354 | $1.34M | 0.74% | +241+11.4% | Added |
| Braun Stacey Associates Inc | 2,362 | $1.35M | 0.05% | −94−3.8% | Reduced |
| Coldstream Capital Management Inc | 2,368 | $1.35M | 0.03% | −83−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,370 | $1.35M | 0.03% | −10.0% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.37M | 0.13% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,410 | $1.37M | 0.08% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,414 | $1.37M | 0.24% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,423 | $1.38M | 0.07% | +47+2.0% | Added |
| Sentinus, LLC | 2,430 | $1.38M | 0.40% | −98,418−97.6% | Reduced |
| Middleton & Co Inc | 2,436 | $1.39M | 0.15% | −10−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 2,450 | $1.40M | 0.03% | +165+7.2% | Added |
| Spire Wealth Management | 2,462 | $1.40M | 0.04% | −20−0.8% | Reduced |
| Castle Rock Wealth Management, LLC | 2,409 | $1.41M | 0.34% | +174+7.8% | Added |
| Stratos Wealth Advisors, LLC | 2,475 | $1.41M | 0.07% | +61+2.5% | Added |
| Choate Investment Advisors | 2,487 | $1.42M | 0.03% | +723+41.0% | Added |
| Kingsview Wealth Management, LLC | 2,493 | $1.42M | 0.03% | −1,624−39.4% | Reduced |
| Tudor Financial Inc. | 2,496 | $1.42M | 0.83% | +25+1.0% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,501 | $1.42M | 0.40% | −439−14.9% | Reduced |
| Ullmann Financial Group, Inc. | 2,504 | $1.43M | 0.18% | −22−0.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,517 | $1.43M | 0.11% | −27−1.1% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,518 | $1.43M | 0.75% | −60−2.3% | Reduced |
| Sunbeam Capital Management, LLC | 2,514 | $1.44M | 1.33% | +2,514 | New |
| Manchester Capital Management LLC | 2,528 | $1.44M | 0.17% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,535 | $1.44M | 0.13% | +31+1.2% | Added |
| Valmark Advisers, Inc. | 2,552 | $1.45M | 0.02% | −530−17.2% | Reduced |
| Congress Wealth Management LLC | 2,551 | $1.45M | 0.02% | +1,360+114.2% | Added |
| Equitable Trust Co | 2,560 | $1.46M | 0.08% | +2,560 | New |
| Fiducient Advisors LLC | 2,571 | $1.46M | 0.18% | −18−0.7% | Reduced |
| Essex Financial Services, Inc. | 2,574 | $1.47M | 0.10% | +97+3.9% | Added |
| Cary Street Partners Financial LLC | 2,576 | $1.47M | 0.05% | +2,576 | New |
| Coyle Financial Counsel LLC | 2,578 | $1.47M | 0.46% | −179−6.5% | Reduced |
| Compass Capital Corp | 2,624 | $1.49M | 0.58% | +2,624 | New |
| Zions Bancorporation, N.A. | 2,625 | $1.50M | 0.09% | +36+1.4% | Added |
| Independent Financial Group, LLC | 2,632 | $1.50M | 0.05% | −110−4.0% | Reduced |
| High Falls Advisors, Inc | 2,638 | $1.50M | 0.35% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,648 | $1.51M | 0.74% | +23+0.9% | Added |
| Stock Yards Bank & Trust Co | 2,651 | $1.51M | 0.05% | −4,455−62.7% | Reduced |
| ARK & TLK Investments, LLC | 2,665 | $1.52M | 0.53% | +165+6.6% | Added |
| Brinker Capital Investments, LLC | 2,667 | $1.52M | 0.02% | +1,433+116.1% | Added |
| Orion Portfolio Solutions, LLC | 2,667 | $1.52M | 0.02% | +1,433+116.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,681 | $1.53M | 0.09% | +160+6.3% | Added |
| TCTC Holdings, LLC | 2,686 | $1.53M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.54M | 0.17% | +100+3.8% | Added |
| SK Wealth Management, LLC | 2,704 | $1.54M | 0.78% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 2,706 | $1.54M | 0.33% | +2,706 | New |
| Parallax Volatility Advisers, L.P. | 2,707 | $1.54M | 0.03% | +2,707 | New |
| GEM Asset Management, LLC | 2,724 | $1.55M | 0.86% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.56M | 0.51% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,751 | $1.57M | 1.40% | +5+0.2% | Added |
| Advus Financial Partners, LLC | 2,767 | $1.58M | 0.44% | −2−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 2,768 | $1.58M | 0.09% | +130+4.9% | Added |
| Hardy Reed LLC | 2,775 | $1.58M | 0.14% | 00.0% | Unchanged |
| XML Financial, LLC | 2,828 | $1.61M | 0.15% | −329−10.4% | Reduced |
| Pacific Point Advisors, LLC | 2,742 | $1.61M | 0.98% | +2,742 | New |
| Deutsche Bank AG | 2,836 | $1.62M | 0.00% | +7+0.2% | Added |
| LM Advisors LLC | 2,829 | $1.62M | 0.29% | +577+25.6% | Added |
| Jordan Park Group LLC | 2,850 | $1.62M | 0.12% | −3,810−57.2% | Reduced |
| Kelman-Lazarov, Inc. | 2,858 | $1.63M | 0.29% | −508−15.1% | Reduced |
| Millstone Evans Group, LLC | 2,863 | $1.63M | 1.11% | +2,863 | New |
| Neuberger Berman Group LLC | 2,871 | $1.64M | 0.00% | −338−10.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,902 | $1.65M | 0.11% | +2,902 | New |