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 |
|---|---|---|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 7,427 | $4.23M | 1.80% | −168−2.2% | Reduced |
| GWM Advisors LLC | 7,412 | $4.22M | 0.03% | +115+1.6% | Added |
| Fifth Third Bancorp | 7,392 | $4.21M | 0.02% | −133−1.8% | Reduced |
| Segment Wealth Management, LLC | 7,380 | $4.20M | 0.29% | −110−1.5% | Reduced |
| North Star Investment Management Corp. | 7,376 | $4.20M | 0.29% | −20−0.3% | Reduced |
| Audent Global Asset Management, LLC | 7,347 | $4.20M | 2.73% | +1,635+28.6% | Added |
| Midwest Financial Group LLC | 7,260 | $4.13M | 2.37% | +27+0.4% | Added |
| Breakwater Capital Group | 7,177 | $4.09M | 0.81% | −7−0.1% | Reduced |
| JMG Financial Group, Ltd. | 7,170 | $4.08M | 0.14% | +158+2.3% | Added |
| Flow Traders U.S. LLC | 7,112 | $4.05M | 0.16% | +2,969+71.7% | Added |
| Resources Investment Advisors, LLC. | 7,112 | $4.05M | 0.05% | 00.0% | Unchanged |
| Haverford Trust Co | 7,099 | $4.04M | 0.04% | −100−1.4% | Reduced |
| Davis R M Inc | 7,075 | $4.03M | 0.08% | +201+2.9% | Added |
| Snowden Capital Advisors LLC | 6,964 | $3.98M | 0.12% | +1,568+29.1% | Added |
| Washburn Capital Management, Inc. | 62,980 | $3.92M | 2.43% | +62,980 | New |
| Renaissance Investment Group LLC | 6,879 | $3.92M | 0.83% | −220−3.1% | Reduced |
| Paulson Wealth Management Inc. | 6,871 | $3.91M | 1.07% | +213+3.2% | Added |
| Union Savings Bank | 6,811 | $3.88M | 1.91% | −14−0.2% | Reduced |
| Bristlecone Advisors, LLC | 6,729 | $3.83M | 0.30% | −25−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,689 | $3.81M | 0.12% | +432+6.9% | Added |
| Smith Chas P & Associates Pa Cpas | 6,687 | $3.81M | 0.22% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,631 | $3.78M | 0.06% | +340+5.4% | Added |
| Sentinel Trust Co Lba | 6,593 | $3.75M | 0.43% | −96−1.4% | Reduced |
| Proficio Capital Partners LLC | 6,575 | $3.74M | 0.30% | −385−5.5% | Reduced |
| Glen Eagle Advisors, LLC | 6,571 | $3.74M | 0.62% | −25−0.4% | Reduced |
| Matrix Asset Advisors Inc | 6,566 | $3.74M | 0.41% | +52+0.8% | Added |
| Gould Asset Management LLC | 6,481 | $3.69M | 0.78% | +165+2.6% | Added |
| Bailard, Inc. | 6,478 | $3.69M | 0.09% | −235−3.5% | Reduced |
| HB Wealth Management, LLC | 6,457 | $3.68M | 0.04% | −3,230−33.3% | Reduced |
| Crews Bank & Trust | 6,450 | $3.67M | 0.62% | +6,450 | New |
| New Century Financial Group, LLC | 6,384 | $3.67M | 1.56% | +6,384 | New |
| Greenleaf Trust | 6,420 | $3.66M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,398 | $3.64M | 0.00% | +499+8.5% | Added |
| Peterson Wealth Services | 6,347 | $3.62M | 1.09% | +6,347 | New |
| Capital Advantage, Inc. | 6,327 | $3.60M | 0.66% | +6,327 | New |
| United Capital Financial Advisers, LLC | 6,322 | $3.60M | 0.03% | −222−3.4% | Reduced |
| First Citizens Bank & Trust Co | 6,314 | $3.60M | 0.07% | +137+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,312 | $3.60M | 0.11% | +58+0.9% | Added |
| Stephenson National Bank & Trust | 6,310 | $3.59M | 1.21% | −82−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,310 | $3.59M | 0.01% | +148+2.4% | Added |
| Clear Point Advisors Inc. | 6,252 | $3.56M | 3.04% | +24+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,166 | $3.54M | 0.04% | +3,283+113.9% | Added |
| Charter Research & Investment Group, Inc. | 6,212 | $3.54M | 2.69% | −134−2.1% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.53M | 2.15% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 6,136 | $3.49M | 0.41% | +426+7.5% | Added |
| Fiduciary Trust Co | 6,054 | $3.45M | 0.05% | −37−0.6% | Reduced |
| Atria Investments LLC | 6,022 | $3.43M | 0.04% | +4,368+264.1% | Added |
| Romano Brothers and Company | 5,982 | $3.41M | 0.43% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,900 | $3.36M | 0.01% | +5,900 | New |
| Paladin Advisory Group, LLC | 5,899 | $3.36M | 2.57% | −7−0.1% | Reduced |
| Green Square Capital Advisors LLC | 5,885 | $3.35M | 0.47% | −2,335−28.4% | Reduced |
| PFG Advisors | 5,875 | $3.35M | 0.20% | +384+7.0% | Added |
| National Asset Management, Inc. | 5,837 | $3.34M | 0.11% | −309−5.0% | Reduced |
| Eastern Bank | 5,830 | $3.32M | 0.06% | −36−0.6% | Reduced |
| RVW Wealth, LLC | 5,825 | $3.32M | 0.31% | −478−7.6% | Reduced |
| Sepio Capital, LP | 5,810 | $3.31M | 0.26% | −490−7.8% | Reduced |
| Silvercrest Asset Management Group LLC | 5,803 | $3.31M | 0.02% | +10.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,767 | $3.28M | 0.01% | +385+7.2% | Added |
| Signature Securities Group Corporation | 5,710 | $3.26M | 0.81% | +10+0.2% | Added |
| Wealthcare Advisory Partners LLC | 5,681 | $3.24M | 0.09% | −29−0.5% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.22M | 0.75% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,617 | $3.20M | 0.06% | +197+3.6% | Added |
| Global Retirement Partners, LLC | 5,547 | $3.16M | 0.09% | +89+1.6% | Added |
| J.W. Cole Advisors, Inc. | 5,531 | $3.15M | 0.13% | +509+10.1% | Added |
| Precedent Wealth Partners, LLC | 5,522 | $3.15M | 1.03% | +831+17.7% | Added |
| Tower View Investment Management & Research LLC | 5,518 | $3.14M | 1.66% | +861+18.5% | Added |
| Salomon & Ludwin, LLC | 5,413 | $3.08M | 0.33% | −193−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,412 | $3.08M | 0.14% | −44−0.8% | Reduced |
| Jones Financial Companies LLLP | 5,353 | $3.05M | 0.00% | +2,940+121.8% | Added |
| Financial Life Planners | 5,337 | $3.04M | 2.55% | +5,337 | New |
| GTS Securities LLC | 5,288 | $3.01M | 0.15% | −13,274−71.5% | Reduced |
| Woodstock Corp | 5,262 | $3.00M | 0.29% | +14+0.3% | Added |
| Garden State Investment Advisory Services LLC | 5,240 | $2.99M | 0.92% | +2,169+70.6% | Added |
| Fidelis Capital Partners, LLC | 5,109 | $2.98M | 0.30% | +2,781+119.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $2.97M | 0.03% | −143−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,207 | $2.97M | 0.27% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,201 | $2.96M | 0.32% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,013 | $2.96M | 0.14% | +365+7.9% | Added |
| Pegasus Asset Management, Inc. | 5,195 | $2.96M | 1.12% | −35−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 5,164 | $2.94M | 0.05% | +2,069+66.8% | Added |
| Vanguard Group Inc | 5,122 | $2.92M | 0.00% | +6+0.1% | Added |
| Argent Trust Co | 5,113 | $2.91M | 0.12% | +15+0.3% | Added |
| InTrack Investment Management Inc | 5,034 | $2.90M | 2.03% | +500+11.0% | Added |
| Spinnaker Trust | 5,067 | $2.89M | 0.18% | +68+1.4% | Added |
| Shoker Investment Counsel, Inc. | 5,047 | $2.87M | 0.97% | +7+0.1% | Added |
| AQR Capital Management LLC | 5,016 | $2.86M | 0.00% | +4,466+812.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,987 | $2.84M | 0.15% | −48−1.0% | Reduced |
| Sigma Planning Corp | 4,947 | $2.82M | 0.09% | −1,689−25.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,945 | $2.82M | 1.01% | +206+4.3% | Added |
| Sage Financial Management Group, Inc. | 4,927 | $2.81M | 1.04% | −23−0.5% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.80M | 0.65% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,916 | $2.80M | 0.05% | +198+4.2% | Added |
| IFG Advisory, LLC | 4,884 | $2.78M | 0.16% | −92−1.8% | Reduced |
| Diversified Trust Co | 4,882 | $2.78M | 0.07% | −393−7.5% | Reduced |
| St. Johns Investment Management Company, LLC | 4,870 | $2.77M | 1.29% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 4,863 | $2.77M | 0.77% | +4,863 | New |
| Delta Financial Group, Inc. | 4,844 | $2.76M | 0.65% | −455−8.6% | Reduced |
| Northstar Asset Management LLC | 4,840 | $2.76M | 0.63% | −55−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,827 | $2.75M | 0.19% | +1,605+49.8% | Added |
| Independence Bank of Kentucky | 4,789 | $2.73M | 0.42% | +4,553+1,929.2% | Added |