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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 645 | $367.4K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 640 | $364.8K | 0.05% | −400−38.5% | Reduced |
| Alpine Global Management, LLC | 639 | $364.0K | 0.11% | +639 | New |
| Lane & Associates LLC | 612 | $361.8K | 0.19% | +223+57.3% | Added |
| Anchor Capital Advisors LLC | 635 | $361.7K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 635 | $361.7K | 0.03% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 634 | $361.5K | 0.08% | −1,464−69.8% | Reduced |
| Visionary Wealth Advisors | 633 | $360.7K | 0.02% | +44+7.5% | Added |
| CM Wealth Advisors LLC | 629 | $359.6K | 0.12% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 631 | $359.4K | 0.27% | +631 | New |
| Zacks Investment Management | 629 | $358.3K | 0.00% | +19+3.1% | Added |
| CRA Financial Services, LLC | 624 | $355.4K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 622 | $354.4K | 0.03% | +117+23.2% | Added |
| Riggs Asset Managment Co. Inc. | 623 | $354.0K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 620 | $353.1K | 0.01% | +27+4.6% | Added |
| Optima Capital LLC | 617 | $352.8K | 0.24% | +617 | New |
| Impact Capital Partners LLC | 619 | $352.6K | 0.13% | +619 | New |
| Parallel Advisors, LLC | 615 | $350.4K | 0.01% | +50+8.8% | Added |
| Cortland Associates Inc | 615 | $350.0K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 613 | $349.2K | 0.01% | +43+7.5% | Added |
| Signaturefd, LLC | 611 | $348.1K | 0.01% | −9−1.5% | Reduced |
| Shaker Investments LLC | 607 | $345.6K | 0.14% | +2+0.3% | Added |
| Rappaport Reiches Capital Management, LLC | 604 | $343.8K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 603 | $343.5K | 0.03% | −16−2.6% | Reduced |
| Camden National Bank | 603 | $343.5K | 0.05% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $343.5K | 0.19% | +603 | New |
| United Community Bank | 601 | $342.3K | 0.13% | 00.0% | Unchanged |
| Sym Financial Corp | 600 | $341.7K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $341.7K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 600 | $341.7K | 0.07% | +600 | New |
| Benjamin Edwards Inc | 600 | $341.7K | 0.00% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 591 | $338.0K | 0.07% | +591 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 593 | $337.9K | 0.01% | +116+24.3% | Added |
| Novare Capital Management LLC | 591 | $336.6K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 590 | $336.1K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 590 | $335.9K | 0.07% | +328+125.2% | Added |
| Berkeley, Inc | 586 | $333.8K | 0.17% | −586−50.0% | Reduced |
| SNS Financial Group, LLC | 575 | $328.7K | 0.03% | 00.0% | Unchanged |
| Members Wealth LLC | 566 | $327.6K | 0.24% | +566 | New |
| Heritage Investment Group, Inc. | 575 | $327.5K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $327.3K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $325.2K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 570 | $324.7K | 0.17% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 570 | $324.7K | 0.07% | +570 | New |
| Northeast Planning Associates, Inc. | 570 | $324.7K | 0.34% | +570 | New |
| Investment Partners, Ltd. | 568 | $323.5K | 0.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 565 | $321.8K | 0.02% | −300−34.7% | Reduced |
| Schechter Investment Advisors, LLC | 564 | $321.2K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 561 | $320.7K | 0.05% | −1−0.2% | Reduced |
| QRG Capital Management, Inc. | 563 | $320.7K | 0.00% | −3−0.5% | Reduced |
| Toth Financial Advisory Corp | 561 | $319.5K | 0.04% | +342+156.2% | Added |
| Gillespie Robinson & Grimm Inc | 560 | $319.0K | 0.03% | 00.0% | Unchanged |
| Alpha Zero LLC | 560 | $319.0K | 0.24% | +560 | New |
| Coordinated Financial Services, Inc. | 560 | $318.7K | 0.25% | +560 | New |
| High Net Worth Advisory Group LLC | 559 | $318.4K | 0.09% | 00.0% | Unchanged |
| TD Asset Management Inc | 559 | $318.4K | 0.00% | +17+3.1% | Added |
| Greenup Street Wealth Management LLC | 557 | $317.3K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 556 | $316.9K | 0.01% | −53−8.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 555 | $316.3K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 550 | $313.5K | 0.15% | −58−9.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $313.3K | 0.12% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 546 | $311.6K | 0.16% | −13−2.3% | Reduced |
| Thompson Davis & Co., Inc. | 547 | $311.6K | 0.20% | −39−6.7% | Reduced |
| Annex Advisory Services, LLC | 546 | $310.7K | 0.01% | +546 | New |
| First Foundation Advisors | 545 | $310.4K | 0.01% | +1+0.2% | Added |
| Heritage Trust Co | 544 | $309.9K | 0.04% | +544 | New |
| HTLF Bank | 543 | $309.3K | 0.03% | −3−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 541 | $308.1K | 0.05% | +541 | New |
| Arcadia Investment Management Corp | 540 | $307.6K | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 539 | $307.0K | 0.16% | +66+14.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 535 | $304.7K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 533 | $304.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 534 | $304.4K | 0.06% | +464+662.9% | Added |
| Parker Investment Management, LLC | 530 | $301.9K | 0.05% | +530 | New |
| Heritage Wealth Partners, LLC | 527 | $299.9K | 0.38% | +1+0.2% | Added |
| Washington Trust Bank | 526 | $299.6K | 0.03% | +526 | New |
| Empower Advisory Group, LLC | 526 | $299.3K | 0.00% | 00.0% | Unchanged |
| Asset Planning Corporation | 525 | $299.2K | 0.19% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $297.9K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 523 | $297.9K | 0.03% | +165+46.1% | Added |
| Aprio Wealth Management, LLC | 523 | $297.6K | 0.04% | +2+0.4% | Added |
| Tarbox Family Office, Inc. | 522 | $297.3K | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 521 | $297.0K | 0.04% | −18−3.3% | Reduced |
| Wedmont Private Capital | 524 | $296.4K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $296.2K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $296.2K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 517 | $294.5K | 0.08% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 516 | $294.1K | 0.15% | +516 | New |
| Libra Wealth LLC | 515 | $293.3K | 0.11% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 513 | $292.2K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 510 | $290.5K | 0.05% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $289.3K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 506 | $288.3K | 0.01% | +23+4.8% | Added |
| Charter Trust Co | 504 | $287.1K | 0.02% | −181−26.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 503 | $286.5K | 0.12% | −344−40.6% | Reduced |
| Index Fund Advisors, Inc. | 503 | $286.5K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $286.5K | 0.17% | 00.0% | Unchanged |
| Betterment LLC | 502 | $286.0K | 0.00% | +75+17.6% | Added |
| Finivi Inc. | 502 | $285.9K | 0.23% | +502 | New |
| Keel Point, LLC | 502 | $285.9K | 0.02% | +129+34.6% | Added |