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 |
|---|---|---|---|---|---|
| Fusion Family Wealth LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $284.8K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $284.8K | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 499 | $284.2K | 0.13% | −24−4.6% | Reduced |
| Apexium Financial, LP | 496 | $282.5K | 0.02% | −5−1.0% | Reduced |
| Marcum Wealth, LLC | 496 | $282.5K | 0.02% | −3−0.6% | Reduced |
| Wambolt & Associates, LLC | 496 | $282.5K | 0.09% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 496 | $282.5K | 0.19% | +496 | New |
| Allegheny Financial Group LTD | 494 | $281.7K | 0.07% | +11+2.3% | Added |
| Morris Retirement Advisors, LLC | 494 | $281.4K | 0.15% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $280.8K | 0.04% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 492 | $280.2K | 0.24% | −40−7.5% | Reduced |
| Burney Co | 490 | $279.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $276.2K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $276.2K | 0.06% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 478 | $272.8K | 0.18% | +1+0.2% | Added |
| Birch Hill Investment Advisors LLC | 478 | $272.3K | 0.01% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 477 | $271.7K | 0.01% | +477 | New |
| Maryland Capital Advisors Inc. | 476 | $271.1K | 0.13% | −15−3.1% | Reduced |
| Hanson & Doremus Investment Management | 475 | $271.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 475 | $270.6K | 0.01% | −514−52.0% | Reduced |
| Citizens Business Bank | 475 | $270.6K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,012 | $270.3K | 0.02% | +2,012 | New |
| Empirical Asset Management, LLC | 474 | $269.9K | 0.09% | +10+2.2% | Added |
| Napatree Capital LLC | 472 | $268.8K | 0.16% | +52+12.4% | Added |
| PDS Planning, Inc | 471 | $268.3K | 0.02% | −3−0.6% | Reduced |
| CapWealth Advisors, LLC | 471 | $268.3K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 470 | $267.7K | 0.59% | +470 | New |
| Ellis Investment Partners, LLC | 470 | $267.4K | 0.05% | +1+0.2% | Added |
| Garrett Wealth Advisory Group, LLC | 469 | $267.1K | 0.06% | −15−3.1% | Reduced |
| Tradition Wealth Management, LLC | 466 | $265.7K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 466 | $265.2K | 0.08% | +1+0.2% | Added |
| Resources Management Corp | 466 | $265.0K | 0.04% | −80−14.7% | Reduced |
| Isthmus Partners, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $264.9K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 464 | $264.6K | 0.08% | −37−7.4% | Reduced |
| Lewis Asset Management, LLC | 464 | $264.6K | 0.20% | +1+0.2% | Added |
| Root Financial Partners, LLC | 464 | $264.4K | 0.03% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 459 | $262.4K | 0.01% | −106−18.8% | Reduced |
| Investment Advisory Services Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $262.0K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 459 | $261.4K | 0.02% | +86+23.1% | Added |
| Alpha Cubed Investments, LLC | 459 | $261.4K | 0.01% | +459 | New |
| Shufro Rose & Co LLC | 456 | $259.7K | 0.02% | −25−5.2% | Reduced |
| Meeder Advisory Services, Inc. | 455 | $259.2K | 0.02% | −11−2.4% | Reduced |
| Everpar Advisors LLC | 455 | $259.2K | 0.13% | +455 | New |
| FSM Wealth Advisors, LLC | 439 | $258.2K | 0.06% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 452 | $257.4K | 0.09% | +452 | New |
| Guardian Wealth Advisors, LLC | 451 | $257.0K | 0.02% | −65−12.6% | Reduced |
| Exeter Financial, LLC | 450 | $256.3K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $256.3K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $256.3K | 0.05% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $256.3K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 449 | $256.0K | 0.02% | +26+6.1% | Added |
| Financial Partners Group, Inc | 448 | $255.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $255.2K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $254.6K | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 447 | $254.6K | 0.10% | 00.0% | Unchanged |
| First Pacific Financial | 446 | $254.2K | 0.06% | −19−4.1% | Reduced |
| Patten & Patten Inc | 445 | $253.5K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Group | 444 | $252.9K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $252.9K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $252.3K | 0.21% | 00.0% | Unchanged |
| South State Corp. | 440 | $250.6K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 440 | $250.4K | 0.08% | +26+6.3% | Added |
| William Mack & Associates, Inc. | 431 | $245.5K | 0.26% | +431 | New |
| Capital Asset Advisory Services LLC | 426 | $245.0K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $244.9K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 429 | $244.3K | 0.00% | −4−0.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 427 | $243.2K | 0.18% | +427 | New |
| Founders Financial Alliance, LLC | 427 | $243.1K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $242.1K | 0.02% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 425 | $242.1K | 0.01% | +425 | New |
| Madden Advisory Services, Inc. | 423 | $240.9K | 0.11% | −2−0.5% | Reduced |
| Brown Miller Wealth Management, LLC | 422 | $240.4K | 0.09% | 00.0% | Unchanged |
| Cynosure Management, LLC | 421 | $239.8K | 0.04% | −25−5.6% | Reduced |
| Ritholtz Wealth Management | 418 | $238.1K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 417 | $237.5K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 415 | $236.4K | 0.06% | −49−10.6% | Reduced |
| JustInvest LLC | 415 | $236.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 411 | $234.1K | 0.03% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 410 | $233.0K | 0.03% | +410 | New |
| HRT Financial LP | 408 | $232.0K | 0.00% | +408 | New |
| Financial Advisory Corp | 407 | $231.8K | 0.04% | +407 | New |
| Sheets Smith Wealth Management | 405 | $230.9K | 0.03% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $230.1K | 0.21% | 00.0% | Unchanged |
| Grassi Investment Management | 403 | $229.0K | 0.02% | +1+0.2% | Added |
| Trivant Custom Portfolio Group, LLC | 401 | $228.4K | 0.13% | −2−0.5% | Reduced |
| Cordatus Wealth Management LLC | 400 | $228.0K | 0.06% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 400 | $227.8K | 0.09% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 400 | $227.8K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $227.8K | 0.13% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $227.8K | 0.16% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $227.8K | 0.20% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 390 | $227.6K | 0.04% | +3+0.8% | Added |
| Rockwood Wealth Management, LLC | 400 | $227.3K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 400 | $227.3K | 0.13% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 398 | $227.0K | 0.00% | −39−8.9% | Reduced |
| First American Trust, FSB | 398 | $226.7K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 398 | $226.7K | 0.00% | 00.0% | Unchanged |