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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 397 | $226.1K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 397 | $226.1K | 0.14% | +397 | New |
| Confluence Wealth Services, Inc. | 377 | $225.6K | 0.01% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 393 | $223.7K | 0.15% | +1+0.3% | Added |
| Tranquility Partners, LLC | 392 | $223.3K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 392 | $223.3K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 388 | $221.0K | 0.01% | +388 | New |
| Private Capital Management, LLC | 385 | $219.3K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 385 | $219.3K | 0.09% | +385 | New |
| Nicholas Hoffman & Company, LLC. | 383 | $218.1K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $216.4K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 379 | $216.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 365 | $215.8K | 0.03% | −11−2.9% | Reduced |
| Hobart Private Capital, LLC | 378 | $215.3K | 0.05% | +378 | New |
| One Charles Private Wealth Services, LLC | 377 | $214.7K | 0.07% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 376 | $214.2K | 0.08% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 373 | $212.2K | 0.01% | −19−4.8% | Reduced |
| Stokes Family Office, LLC | 372 | $211.9K | 0.02% | −80−17.7% | Reduced |
| Northeast Investment Management | 372 | $211.9K | 0.01% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 370 | $211.0K | 0.13% | +370 | New |
| Jacobs & Co | 370 | $210.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 368 | $209.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $209.0K | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 352 | $208.2K | 0.07% | +352 | New |
| Saxony Capital Management, LLC | 365 | $207.9K | 0.18% | −2,036−84.8% | Reduced |
| Lowery Thomas, LLC | 365 | $207.9K | 0.14% | +1+0.3% | Added |
| Cora Capital Advisors LLC | 363 | $206.8K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 362 | $206.5K | 0.04% | +362 | New |
| First Heartland Consultants, Inc. | 362 | $206.2K | 0.02% | −140−27.9% | Reduced |
| Lumbard & Kellner, LLC | 360 | $205.0K | 0.09% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 359 | $204.5K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 358 | $204.1K | 0.02% | +358 | New |
| Aull & Monroe Investment Management Corp | 358 | $203.9K | 0.10% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 358 | $203.9K | 0.04% | +358 | New |
| Harbor Investment Advisory, LLC | 355 | $202.2K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 354 | $201.4K | 0.01% | −7−1.9% | Reduced |
| American Capital Management Inc | 353 | $201.1K | 0.01% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 352 | $200.4K | 0.07% | +352 | New |
| Guild Investment Management, Inc. | 350 | $200.1K | 0.22% | +350 | New |
| Hazlett, Burt & Watson, Inc. | 349 | $200.0K | 0.09% | +121+53.1% | Added |
| Blackhill Capital Inc | 351 | $199.9K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 350 | $199.4K | 0.13% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 340 | $193.7K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 332 | $189.1K | 0.12% | +332 | Added |
| Blue Bell Private Wealth Management, LLC | 332 | $189.1K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 332 | $189.0K | 0.02% | +1+0.3% | Added |
| Operose Advisors LLC | 329 | $187.4K | 0.06% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 328 | $187.1K | 0.18% | +328 | New |
| Mather Group, LLC. | 328 | $186.8K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 317 | $180.6K | 0.07% | −244−43.5% | Reduced |
| Fairman Group, LLC | 306 | $175.1K | 0.14% | +1+0.3% | Added |
| Key Financial Inc | 306 | $174.3K | 0.04% | +296+2,960.0% | Added |
| Geneos Wealth Management Inc. | 304 | $173.3K | 0.01% | −62−16.9% | Reduced |
| Darwin Advisors, LLC | 303 | $173.0K | 0.06% | −1−0.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 300 | $170.9K | 0.03% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $170.9K | 0.17% | +300 | New |
| South Plains Financial, Inc. | 298 | $169.7K | 0.13% | +298 | New |
| Umb Bank N A | 285 | $162.3K | 0.00% | −3,800−93.0% | Reduced |
| Bernard Wealth Management Corp. | 281 | $160.1K | 0.08% | +281 | New |
| Integrated Investment Consultants, LLC | 27,514 | $160.0K | 0.03% | +27,514 | New |
| Proequities, Inc. | 265 | $159.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 275 | $156.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 267 | $152.1K | 0.06% | +1+0.4% | Added |
| American National Bank | 264 | $150.4K | 0.02% | −265−50.1% | Reduced |
| Archer Investment Corp | 256 | $146.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $142.9K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 244 | $139.0K | 0.09% | +244 | New |
| CNB Bank | 235 | $133.9K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 233 | $132.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 232 | $132.1K | 0.01% | −747−76.3% | Reduced |
| PrairieView Partners, LLC | 225 | $128.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 215 | $122.0K | 0.01% | +25+13.2% | Added |
| Comprehensive Financial Planning, Inc. | 213 | $121.1K | 0.10% | +213 | New |
| Northwest Bank & Trust Co | 191 | $117.6K | 0.09% | −4−2.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 205 | $117.2K | 0.01% | −45−18.0% | Reduced |
| Vermillion Wealth Management, Inc. | 201 | $114.4K | 0.06% | +201 | New |
| Hollencrest Capital Management | 199 | $113.6K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $113.3K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $112.8K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 195 | $111.1K | 0.00% | +103+112.0% | Added |
| Noble Wealth Management PBC | 192 | $109.4K | 0.08% | +192 | New |
| Godsey & Gibb Associates | 185 | $105.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 181 | $103.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 180 | $102.5K | 0.03% | −50−21.7% | Reduced |
| EnRich Financial Partners LLC | 180 | $102.5K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 177 | $100.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 176 | $100.2K | 0.03% | +43+32.3% | Added |
| Costello Asset Management, INC | 172 | $98.0K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 164 | $93.4K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $93.4K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $92.3K | 0.02% | −20−11.0% | Reduced |
| Accredited Wealth Management, LLC | 155 | $88.6K | 0.08% | +155 | New |
| TD Capital Management LLC | 155 | $88.3K | 0.01% | −43−21.7% | Reduced |
| Atlas Capital Advisors LLC | 150 | $85.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $85.4K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 150 | $85.4K | 0.01% | +150 | New |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $83.5K | 0.06% | +147 | New |
| FSA Wealth Management LLC | 145 | $82.6K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $77.7K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 136 | $77.5K | 0.04% | 00.0% | Unchanged |