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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 33,590 | $19.1M | 0.39% | +266+0.8% | Added |
| Huntington National Bank | – | $18.7M | 0.13% | – | – |
| M&T Bank Corp | 32,437 | $18.5M | 0.06% | −351−1.1% | Reduced |
| Trustmark National Bank Trust Department | 32,192 | $18.3M | 1.36% | 00.0% | Unchanged |
| Vestor Capital, LLC | 32,081 | $18.3M | 1.39% | −221−0.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 32,078 | $18.3M | 3.86% | −175−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,730 | $18.1M | 0.06% | −14,359−31.2% | Reduced |
| Barclays PLC | 31,533 | $18.0M | 0.01% | −52−0.2% | Reduced |
| Serenus Wealth Advisors, LLC | 31,287 | $17.8M | 3.10% | +31,287 | New |
| Kestra Advisory Services, LLC | 30,879 | $17.6M | 0.10% | +1,720+5.9% | Added |
| EP Wealth Advisors, LLC | 30,798 | $17.5M | 0.14% | −2,456−7.4% | Reduced |
| FMR LLC | 30,537 | $17.4M | 0.00% | +2,806+10.1% | Added |
| Omers Administration Corp | 30,400 | $17.3M | 0.15% | +30,400 | New |
| Curbstone Financial Management Corp | 30,356 | $17.3M | 3.66% | −100.0% | Reduced |
| Miracle Mile Advisors, LLC | 30,065 | $17.1M | 0.35% | −1,800−5.6% | Reduced |
| RMB Capital Management, LLC | 29,909 | $17.0M | 0.39% | −581−1.9% | Reduced |
| Hancock Whitney Corp | 29,218 | $16.6M | 0.53% | +840+3.0% | Added |
| Passaic Partners LLC | 29,170 | $16.6M | 2.41% | +29,170 | New |
| Tandem Wealth Advisors LLC | 28,466 | $16.2M | 8.27% | −4,339−13.2% | Reduced |
| Simmons Bank | 28,458 | $16.2M | 1.19% | −313−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 28,105 | $16.1M | 0.18% | −413−1.4% | Reduced |
| MML Investors Services, LLC | 27,919 | $15.9M | 0.05% | +970+3.6% | Added |
| Youngs Advisory Group, Inc. | 27,063 | $15.4M | 6.53% | +452+1.7% | Added |
| Commerce Bank | 26,690 | $15.2M | 0.09% | −182−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,593 | $14.6M | 0.29% | +100+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 25,381 | $14.5M | 0.13% | −206−0.8% | Reduced |
| Savant Capital, LLC | 25,217 | $14.4M | 0.11% | −211−0.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 24,639 | $14.0M | 4.35% | −65−0.3% | Reduced |
| Altfest L J & Co Inc | 24,469 | $13.9M | 1.78% | +22,332+1,045.0% | Added |
| Citigroup Inc | 24,410 | $13.9M | 0.01% | −6,583−21.2% | Reduced |
| Wellspring Financial Advisors, LLC | 24,317 | $13.9M | 1.45% | −592−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,520 | $13.4M | 0.38% | −557−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 23,396 | $13.3M | 0.08% | +691+3.0% | Added |
| Millennium Management LLC | 23,216 | $13.2M | 0.01% | +23,216 | New |
| MCF Advisors LLC | 22,941 | $13.1M | 0.92% | −76−0.3% | Reduced |
| Caldwell Trust Co | 22,586 | $12.9M | 1.34% | −289−1.3% | Reduced |
| Glenmede Trust Co NA | 21,793 | $12.4M | 0.06% | −8,839−28.9% | Reduced |
| Callan Family Office, LLC | 20,723 | $11.8M | 0.75% | +11+0.1% | Added |
| Trifecta Capital Advisors, LLC | 20,629 | $11.7M | 2.32% | +15+0.1% | Added |
| Sageworth Trust Co | 20,347 | $11.6M | 0.72% | +10,765+112.3% | Added |
| Thrivent Financial for Lutherans | 19,098 | $11.6M | 0.02% | −2,376−11.1% | Reduced |
| Exchange Capital Management, Inc. | 20,265 | $11.5M | 1.83% | −31−0.2% | Reduced |
| Old National Bancorp | 20,225 | $11.5M | 0.27% | −322−1.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,194 | $11.5M | 3.09% | −267−1.3% | Reduced |
| Victory Financial Group, LLC | 20,090 | $11.4M | 3.01% | +20,090 | New |
| jvl associates llc | 19,865 | $11.3M | 4.29% | −46−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 19,583 | $11.2M | 2.67% | +511+2.7% | Added |
| Lutz Financial Services LLC | 19,208 | $10.9M | 0.88% | −310−1.6% | Reduced |
| Country Club Bank | 19,146 | $10.9M | 0.73% | −220−1.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 18,845 | $10.7M | 0.26% | −2,296−10.9% | Reduced |
| First Financial Bank - Trust Division | 18,584 | $10.6M | 0.99% | −1,144−5.8% | Reduced |
| Canopy Partners, LLC | 18,552 | $10.6M | 4.03% | +2,746+17.4% | Added |
| Central Bank & Trust Co | 18,074 | $10.3M | 1.56% | +275+1.5% | Added |
| Ameritas Investment Partners, Inc. | 18,045 | $10.3M | 0.33% | −1,000−5.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,828 | $10.2M | 0.05% | −30.0% | Reduced |
| Nixon Peabody Trust Co | 17,711 | $10.1M | 0.83% | −787−4.3% | Reduced |
| NBT Bank N A | 17,674 | $10.1M | 0.70% | −126−0.7% | Reduced |
| Harbour Trust & Investment Management Co | 17,573 | $10.0M | 1.14% | −39−0.2% | Reduced |
| Brown Brothers Harriman & Co | 17,305 | $9.86M | 0.07% | +153+0.9% | Added |
| Pachira Investments Inc. | 17,339 | $9.85M | 6.03% | +16,883+3,702.4% | Added |
| Bordeaux Wealth Advisors LLC | 17,296 | $9.85M | 1.58% | −2,028−10.5% | Reduced |
| Yousif Capital Management, LLC | 17,227 | $9.81M | 0.11% | +10,348+150.4% | Added |
| Hummer Financial Advisory Services Inc | 17,138 | $9.80M | 7.75% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,200 | $9.80M | 0.01% | +17,200 | New |
| Brookstone Capital Management | 17,092 | $9.74M | 0.14% | +16,200+1,816.1% | Added |
| Legacy Advisors, LLC | 17,072 | $9.72M | 0.94% | +70.0% | Added |
| Terry L. Blaker | 16,865 | $9.61M | 0.37% | −149−0.9% | Reduced |
| Agf Management Ltd | 16,824 | $9.58M | 0.05% | −194−1.1% | Reduced |
| Evercore Wealth Management, LLC | 16,633 | $9.47M | 0.14% | +55+0.3% | Added |
| Franklin Resources Inc | 16,583 | $9.45M | 0.00% | +476+3.0% | Added |
| Howard Capital Management Inc. | 16,571 | $9.44M | 0.15% | +50.0% | Added |
| Boston Financial Mangement LLC | 16,512 | $9.40M | 0.28% | +332+2.1% | Added |
| Mechanics Bank Trust Department | 16,378 | $9.33M | 1.24% | −536−3.2% | Reduced |
| Arvest Investments, Inc. | 16,255 | $9.26M | 1.48% | −1,592−8.9% | Reduced |
| BlueCrest Capital Management Ltd | 16,200 | $9.23M | 0.52% | +3,700+29.6% | Added |
| Pensionmark Financial Group, LLC | 15,840 | $9.02M | 0.25% | +146+0.9% | Added |
| Wealthspire Advisors, LLC | 15,835 | $9.02M | 0.09% | +829+5.5% | Added |
| Capstone Financial Advisors, Inc. | 15,734 | $8.96M | 0.55% | −378−2.3% | Reduced |
| Essential Planning, LLC. | 15,261 | $8.93M | 0.06% | +15,261 | New |
| Tiaa Trust, National Association | 15,547 | $8.86M | 0.03% | −12−0.1% | Reduced |
| GFS Advisors, LLC | 15,488 | $8.82M | 1.34% | −655−4.1% | Reduced |
| Mercer Global Advisors Inc | 15,088 | $8.59M | 0.02% | −1,500−9.0% | Reduced |
| Fifth Third Securities, Inc. | 15,068 | $8.58M | 0.73% | −2,239−12.9% | Reduced |
| KCM Investment Advisors LLC | 15,028 | $8.56M | 0.30% | −373−2.4% | Reduced |
| Granite FO LLC | 14,986 | $8.54M | 4.88% | +230+1.6% | Added |
| Victory Capital Management Inc | 14,945 | $8.51M | 0.01% | −7,355−33.0% | Reduced |
| Montz Harcus Wealth Management LLC | 14,575 | $8.30M | 4.64% | +386+2.7% | Added |
| Csenge Advisory Group | 14,478 | $8.25M | 0.45% | +235+1.6% | Added |
| Means Investment Co., Inc. | 14,468 | $8.24M | 0.86% | −49−0.3% | Reduced |
| Bearing Point Capital, LLC | 14,357 | $8.18M | 1.70% | +14,357 | New |
| CWM, LLC | 14,258 | $8.12M | 0.03% | −8,120−36.3% | Reduced |
| RMR Wealth Builders | 14,250 | $8.12M | 0.84% | +224+1.6% | Added |
| Legal & General Group Plc | 14,200 | $8.09M | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14,075 | $8.02M | 0.14% | +13,073+1,304.7% | Added |
| Chesley Taft & Associates LLC | 14,011 | $7.98M | 0.37% | −70−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $7.94M | 2.21% | +256+1.9% | Added |
| Smith Anglin Financial, LLC | 13,696 | $7.80M | 0.73% | −44−0.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,638 | $7.80M | 3.65% | −235−1.7% | Reduced |
| Boston Family Office LLC | 13,682 | $7.79M | 0.54% | −498−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 13,519 | $7.76M | 0.01% | −716−5.0% | Reduced |