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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 841 | $479.0K | 0.15% | +1+0.1% | Added |
| Monograph Wealth Advisors, LLC | 835 | $477.3K | 0.06% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $476.3K | 0.21% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 829 | $474.5K | 0.17% | +33+4.1% | Added |
| Fulton Breakefield Broenniman LLC | 830 | $472.5K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 827 | $470.8K | 0.01% | +44+5.6% | Added |
| McCarthy & Cox | 821 | $467.7K | 0.16% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $466.0K | 0.16% | 00.0% | Unchanged |
| River Street Advisors LLC | 818 | $465.9K | 0.24% | +31+3.9% | Added |
| Apollon Financial, LLC | 817 | $465.1K | 0.12% | −44−5.1% | Reduced |
| Titleist Asset Management, LLC | 816 | $464.8K | 0.05% | +19+2.4% | Added |
| Capital Advisors, Ltd. LLC | 814 | $464.0K | 0.06% | −4−0.5% | Reduced |
| Parcion Private Wealth LLC | 810 | $461.4K | 0.04% | −179−18.1% | Reduced |
| Orleans Capital Management Corp | 791 | $461.2K | 0.26% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 807 | $459.7K | 0.46% | +807 | New |
| Rehmann Capital Advisory Group | 804 | $458.0K | 0.03% | +1+0.1% | Added |
| Sigma Investment Counselors Inc | 804 | $457.9K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 803 | $457.1K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 802 | $457.0K | 0.09% | +379+89.6% | Added |
| Marquette Asset Management, LLC | 800 | $455.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $455.7K | 0.02% | 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 |
| Roof Eidam & Maycock | 798 | $454.5K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $454.5K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 797 | $454.0K | 0.04% | −74−8.5% | Reduced |
| Maxele Advisors, LLC | 790 | $450.0K | 0.43% | +790 | New |
| Brightwater Advisory LLC | 785 | $447.1K | 0.35% | 00.0% | Unchanged |
| Intrua Financial, LLC | 783 | $446.0K | 0.07% | +783 | New |
| D. Scott Neal, Inc. | 780 | $445.9K | 0.24% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $444.3K | 0.25% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 778 | $443.1K | 0.13% | +778 | New |
| Signet Financial Management, LLC | 775 | $441.7K | 0.06% | +295+61.5% | Added |
| PFG Investments, LLC | 767 | $436.9K | 0.03% | +113+17.3% | Added |
| Ayrshire Capital Management LLC | 767 | $436.9K | 0.21% | +2+0.3% | Added |
| Objectivity Squared, LLC | 771 | $436.2K | 0.30% | +2+0.3% | Added |
| Wealth Architects, LLC | 765 | $435.7K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 762 | $434.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 754 | $429.5K | 0.01% | +35+4.9% | Added |
| Newman Dignan & Sheerar, Inc. | 753 | $428.9K | 0.11% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 752 | $428.3K | 0.03% | +383+103.8% | Added |
| Elios Financial Group Inc. | 749 | $426.8K | 0.20% | +39+5.5% | Added |
| Napa Wealth Management | 749 | $426.6K | 0.18% | +22+3.0% | Added |
| Rodgers Brothers Inc. | 748 | $426.0K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 748 | $426.0K | 0.07% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 743 | $423.2K | 0.11% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 743 | $423.2K | 0.47% | +743 | New |
| Cadinha & Co LLC | 742 | $422.6K | 0.07% | +246+49.6% | Added |
| Octavia Wealth Advisors, LLC | 737 | $421.3K | 0.05% | −9−1.2% | Reduced |
| Apeiron RIA LLC | 739 | $421.0K | 0.12% | +6+0.8% | Added |
| Scarborough Advisors, LLC | 736 | $419.2K | 0.06% | −95−11.4% | Reduced |
| Howard Capital Management Group, LLC | 735 | $418.6K | 0.03% | −10−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 734 | $418.1K | 0.02% | −150−17.0% | Reduced |
| Capital Advisors Inc | 733 | $417.5K | 0.01% | +263+56.0% | Added |
| Ardent Capital Management, Inc. | 730 | $415.8K | 0.19% | −50−6.4% | Reduced |
| John W. Brooker & Co., CPAs | 729 | $415.4K | 0.18% | −4−0.5% | Reduced |
| Trexquant Investment LP | 725 | $412.9K | 0.00% | −553−43.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 719 | $409.5K | 0.19% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 717 | $408.4K | 0.16% | −15−2.0% | Reduced |
| Catalyst Financial Partners LLC | 716 | $407.8K | 0.08% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 715 | $407.5K | 0.08% | +12+1.7% | Added |
| JDM Financial Group LLC | 714 | $406.7K | 0.21% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $402.1K | 0.21% | 00.0% | Unchanged |
| 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 |
| Hickory Point Bank & Trust | 703 | $400.4K | 0.36% | +703 | New |
| Black Diamond Financial, LLC | 702 | $399.8K | 0.06% | 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 |
| North Star Asset Management Inc | 700 | $398.7K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 697 | $397.1K | 0.19% | −10−1.4% | Reduced |
| Carret Asset Management, LLC | 695 | $395.9K | 0.04% | 00.0% | Unchanged |
| WP Advisors, LLC | 694 | $395.4K | 0.13% | +18+2.7% | Added |
| Sunpointe, LLC | 692 | $395.3K | 0.20% | +1+0.1% | Added |
| REDW Wealth LLC | 693 | $394.7K | 0.14% | −105−13.2% | Reduced |
| Colonial Trust Co | 691 | $393.3K | 0.06% | −57−7.6% | Reduced |
| Camden Capital, LLC | 689 | $392.4K | 0.04% | −1−0.1% | Reduced |
| Heartwood Wealth Advisors LLC | 689 | $392.4K | 0.04% | +28+4.2% | Added |
| Tyler-Stone Wealth Management | 688 | $391.9K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $391.3K | 0.25% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $389.6K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 681 | $388.1K | 0.19% | +42+6.6% | Added |
| Guyasuta Investment Advisors Inc | 676 | $385.0K | 0.02% | +1+0.1% | Added |
| Farmers & Merchants Investments Inc | 675 | $384.5K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 675 | $384.5K | 0.06% | +675 | New |
| Orion Capital Management LLC | 674 | $383.6K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 666 | $380.7K | 0.01% | −176−20.9% | Reduced |
| Patton Albertson Miller Group, LLC | 668 | $380.5K | 0.05% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 668 | $380.3K | 0.11% | +25+3.9% | Added |
| Sapient Capital LLC | 661 | $377.9K | 0.01% | +49+8.0% | Added |
| HBK Sorce Advisory LLC | 660 | $375.8K | 0.01% | −1−0.2% | Reduced |
| First Financial Bankshares Inc | 657 | $374.2K | 0.01% | +3+0.5% | Added |
| Clearwater Capital Advisors, LLC | 656 | $373.6K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $373.1K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 653 | $371.9K | 0.03% | −23−3.4% | Reduced |
| Forum Financial Management, LP | 650 | $370.4K | 0.01% | 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 |
| Monterey Private Wealth, Inc. | 649 | $369.7K | 0.12% | 00.0% | Unchanged |