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 |
|---|---|---|---|---|---|
| Unionview, LLC | 13,534 | $7.71M | 5.65% | −188−1.4% | Reduced |
| Busey Wealth Management | 13,516 | $7.70M | 0.25% | −30−0.2% | Reduced |
| Linscomb & Williams, Inc. | 13,477 | $7.68M | 0.38% | −647−4.6% | Reduced |
| Brevan Howard Capital Management LP | 13,377 | $7.62M | 0.19% | +9,599+254.1% | Added |
| Pacific Center for Financial Services | 13,322 | $7.59M | 1.95% | −250−1.8% | Reduced |
| TKG Advisors, LLC | 12,504 | $7.47M | 3.44% | +852+7.3% | Added |
| Staley Capital Advisers Inc | 13,102 | $7.46M | 0.33% | 00.0% | Unchanged |
| Grove Bank & Trust | 12,879 | $7.34M | 1.02% | −21−0.2% | Reduced |
| Private Advisor Group, LLC | 12,810 | $7.30M | 0.04% | −561−4.2% | Reduced |
| Meridian Wealth Advisors, LLC | 12,741 | $7.26M | 1.20% | +72+0.6% | Added |
| Sand Hill Global Advisors, LLC | 12,221 | $6.96M | 0.29% | −17−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,125 | $6.91M | 0.24% | +12,125 | New |
| Rothschild Capital Partners, LLC | 12,091 | $6.89M | 1.67% | +40.0% | Added |
| Dakota Wealth Management | 11,960 | $6.81M | 0.16% | −166−1.4% | Reduced |
| Community Bank, N.A. | 11,830 | $6.74M | 0.86% | −50−0.4% | Reduced |
| Hanover Advisors Inc | 11,634 | $6.63M | 2.78% | +563+5.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,618 | $6.62M | 0.62% | +7+0.1% | Added |
| Synovus Financial Corp | 11,536 | $6.57M | 0.08% | −709−5.8% | Reduced |
| Palisade Asset Management, LLC | 11,536 | $6.57M | 0.67% | −36−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 11,491 | $6.55M | 0.38% | −162−1.4% | Reduced |
| First Horizon Advisors, Inc. | 11,135 | $6.34M | 0.18% | +117+1.1% | Added |
| Madison Park Capital Advisors, LLC | 11,079 | $6.31M | 5.03% | −3,422−23.6% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.24M | 3.18% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 10,893 | $6.20M | 5.94% | +10,893 | New |
| Diversified Portfolios, Inc. | 10,826 | $6.17M | 0.67% | −45−0.4% | Reduced |
| Sanctuary Advisors, LLC | 10,336 | $6.16M | 0.04% | +68+0.7% | Added |
| Adirondack Trust Co | 10,817 | $6.16M | 2.35% | +47+0.4% | Added |
| Retirement Income Solutions, Inc | 10,751 | $6.12M | 1.24% | −9−0.1% | Reduced |
| Alexis Investment Partners, LLC | 10,719 | $6.09M | 2.98% | +10,719 | New |
| Leavell Investment Management, Inc. | 10,632 | $6.08M | 0.30% | −58−0.5% | Reduced |
| Hopwood Financial Services, Inc. | 10,500 | $5.98M | 4.53% | +10,500 | New |
| Inspire Trust Co, N.A. | 10,500 | $5.98M | 1.53% | −1,322−11.2% | Reduced |
| Oppenheimer Asset Management Inc. | 10,480 | $5.97M | 0.07% | +10,480 | New |
| Ieq Capital, LLC | 10,476 | $5.97M | 0.06% | +120+1.2% | Added |
| Lodestar Private Asset Management LLC | 10,460 | $5.96M | 0.74% | +339+3.3% | Added |
| Bryn Mawr Trust Co | 10,365 | $5.90M | 0.11% | −17−0.2% | Reduced |
| Gries Financial LLC | 10,273 | $5.85M | 1.04% | −77−0.7% | Reduced |
| Bank of Nova Scotia | 10,268 | $5.85M | 0.01% | +7,287+244.4% | Added |
| Daymark Wealth Partners, LLC | 10,168 | $5.79M | 0.24% | +290+2.9% | Added |
| RBF Capital, LLC | 10,000 | $5.70M | 0.30% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.70M | 5.27% | +10,000 | New |
| Resonant Capital Advisors, LLC | 9,719 | $5.56M | 0.41% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 9,749 | $5.55M | 1.03% | −20.0% | Reduced |
| Flputnam Investment Management Co | 9,716 | $5.53M | 0.10% | −357−3.5% | Reduced |
| Firestone Capital Management | 9,676 | $5.51M | 1.37% | −172−1.7% | Reduced |
| Colorado Capital Management, Inc. | 9,671 | $5.51M | 2.67% | −3,128−24.4% | Reduced |
| Mayflower Financial Advisors, LLC | 9,650 | $5.50M | 0.82% | −43−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,522 | $5.42M | 0.11% | −14,197−59.9% | Reduced |
| G&S Capital LLC | 9,507 | $5.41M | 2.24% | +434+4.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 9,451 | $5.40M | 0.13% | +331+3.6% | Added |
| Court Place Advisors, LLC | 9,474 | $5.40M | 1.75% | −299−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.38M | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,435 | $5.37M | 1.38% | −324−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 9,426 | $5.37M | 0.06% | +522+5.9% | Added |
| Motco | 9,358 | $5.33M | 0.55% | −84−0.9% | Reduced |
| Central Trust Co | 9,347 | $5.32M | 0.13% | −41−0.4% | Reduced |
| Newport Capital Group, LLC | 9,321 | $5.32M | 3.92% | +265+2.9% | Added |
| Bokf, NA | 9,371 | $5.30M | 0.09% | −235−2.4% | Reduced |
| HSBC Holdings PLC | 9,263 | $5.28M | 0.00% | +74+0.8% | Added |
| CMG Global Holdings, LLC | 8,804 | $5.27M | 2.91% | +454+5.4% | Added |
| Balboa Wealth Partners | 9,112 | $5.19M | 1.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,083 | $5.17M | 0.12% | +2,536+38.7% | Added |
| Lynx Capital Group Ltd | 9,030 | $5.14M | 2.96% | +1,254+16.1% | Added |
| Summit Financial, LLC | 8,981 | $5.13M | 0.18% | +967+12.1% | Added |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.46% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 8,877 | $5.06M | 0.09% | −619−6.5% | Reduced |
| Jane Street Group, LLC | 8,861 | $5.05M | 0.01% | +8,861 | New |
| Allworth Financial LP | 8,412 | $5.04M | 0.03% | −30.0% | Reduced |
| Ti-Trust, Inc | 8,740 | $4.98M | 3.33% | +32+0.4% | Added |
| Associated Banc-Corp | 8,712 | $4.96M | 0.15% | −334−3.7% | Reduced |
| Sagespring Wealth Partners, LLC | 8,711 | $4.96M | 0.13% | +8,711 | New |
| Financial Engines Advisors L.L.C. | 8,705 | $4.96M | 0.01% | −331−3.7% | Reduced |
| NBW Capital LLC | 8,620 | $4.91M | 0.91% | −78−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,612 | $4.91M | 0.06% | −2,838−24.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,439 | $4.81M | 2.72% | +216+2.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,437 | $4.81M | 1.54% | +384+4.8% | Added |
| AMG National Trust Bank | 8,411 | $4.78M | 0.13% | +5+0.1% | Added |
| Finley Financial, LLC | 8,150 | $4.76M | 2.48% | +8,150 | New |
| Meridian Investment Counsel Inc. | 8,345 | $4.75M | 1.42% | +3,455+70.7% | Added |
| Equitable Holdings, Inc. | 8,195 | $4.67M | 0.04% | +1,504+22.5% | Added |
| Highview Capital Management LLC | 8,188 | $4.66M | 1.79% | +55+0.7% | Added |
| Barrett & Company, Inc. | 8,110 | $4.62M | 1.95% | +72+0.9% | Added |
| KMG Fiduciary Partners, LLC | 8,085 | $4.60M | 0.38% | −181−2.2% | Reduced |
| Modera Wealth Management, LLC | 8,076 | $4.60M | 0.06% | −76−0.9% | Reduced |
| RSM US Wealth Management LLC | 8,043 | $4.58M | 0.07% | −32−0.4% | Reduced |
| Bay Rivers Group | 8,033 | $4.58M | 2.22% | +64+0.8% | Added |
| Quadrature Capital Ltd | 7,943 | $4.52M | 0.09% | +7,943 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,617 | $4.52M | 1.67% | +79+1.0% | Added |
| Sonata Capital Group Inc | 7,929 | $4.52M | 1.87% | +346+4.6% | Added |
| Intrepid Financial Planning Group LLC | 7,884 | $4.49M | 1.90% | −96−1.2% | Reduced |
| Keystone Financial Group | 7,852 | $4.49M | 0.44% | +1,868+31.2% | Added |
| Wetherby Asset Management Inc | 7,793 | $4.44M | 0.21% | −18−0.2% | Reduced |
| Harbour Investments, Inc. | 7,731 | $4.40M | 0.13% | +62+0.8% | Added |
| Weil Company, Inc. | 7,703 | $4.39M | 1.52% | +10.0% | Added |
| Evensky & Katz LLC | 7,683 | $4.38M | 0.29% | −71−0.9% | Reduced |
| Keybank National Association | 7,672 | $4.37M | 0.02% | −25−0.3% | Reduced |
| Oppenheimer & Co Inc | 7,669 | $4.37M | 0.07% | +270+3.6% | Added |
| Perigon Wealth Management, LLC | 7,417 | $4.37M | 0.11% | −24−0.3% | Reduced |
| Prospera Financial Services Inc | 7,556 | $4.30M | 0.10% | +964+14.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,525 | $4.30M | 0.17% | −68−0.9% | Reduced |