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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 4,778 | $2.72M | 0.04% | −16−0.3% | Reduced |
| New England Private Wealth Advisors LLC | 4,721 | $2.69M | 0.43% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,711 | $2.68M | 0.32% | +4+0.1% | Added |
| Asset Management Group, Inc. | 4,711 | $2.68M | 0.48% | +12+0.3% | Added |
| Boston Private Wealth LLC | 4,700 | $2.68M | 0.05% | +4,700 | New |
| Wolverine Trading, LLC | 4,708 | $2.68M | 0.06% | +2,802+147.0% | Added |
| Naples Global Advisors, LLC | 4,677 | $2.67M | 0.25% | +32+0.7% | Added |
| Coastline Trust Co | 4,691 | $2.67M | 0.31% | +219+4.9% | Added |
| Insigneo Advisory Services, LLC | 4,649 | $2.65M | 0.27% | +95+2.1% | Added |
| Connecticut Wealth Management, LLC | 4,596 | $2.62M | 0.13% | −93−2.0% | Reduced |
| Sabal Trust CO | 4,593 | $2.62M | 0.15% | −509−10.0% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.60M | 0.63% | 00.0% | Unchanged |
| Courier Capital LLC | 4,552 | $2.59M | 0.18% | −65−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,548 | $2.59M | 0.45% | −8−0.2% | Reduced |
| Adviser Investments LLC | 4,513 | $2.57M | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,502 | $2.56M | 0.29% | −77−1.7% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.56M | 0.60% | 00.0% | Unchanged |
| Graypoint LLC | 4,500 | $2.56M | 0.16% | +3+0.1% | Added |
| Davidson Trust Co | 4,495 | $2.56M | 1.32% | 00.0% | Unchanged |
| David Loasby | 4,515 | $2.55M | 0.23% | +392+9.5% | Added |
| Sterling Investment Advisors, Ltd. | 4,482 | $2.55M | 0.62% | −273−5.7% | Reduced |
| Meridian Wealth Management, LLC | 4,460 | $2.54M | 0.12% | −116−2.5% | Reduced |
| WealthBridge Capital Management, LLC | 4,443 | $2.53M | 0.70% | +188+4.4% | Added |
| Money Concepts Capital Corp | 4,435 | $2.53M | 0.19% | +2,848+179.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,417 | $2.52M | 0.04% | −13−0.3% | Reduced |
| Element Wealth, LLC | 4,416 | $2.52M | 1.32% | +80+1.8% | Added |
| Stone Point Wealth LLC | 4,379 | $2.49M | 0.84% | +488+12.5% | Added |
| TD Waterhouse Canada Inc. | 4,367 | $2.49M | 0.02% | −61−1.4% | Reduced |
| Veracity Capital LLC | 4,359 | $2.48M | 0.90% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 4,338 | $2.47M | 2.59% | +4,338 | New |
| Wesbanco Bank Inc | 4,331 | $2.47M | 0.08% | +557+14.8% | Added |
| Lowe Wealth Advisors, LLC | 4,300 | $2.45M | 1.04% | +119+2.8% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.40M | 0.08% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,196 | $2.40M | 0.11% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,200 | $2.39M | 1.05% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,200 | $2.39M | 0.10% | +139+3.4% | Added |
| RFG Advisory, LLC | 4,156 | $2.37M | 0.07% | +1,129+37.3% | Added |
| Baron Financial Group, LLC | 4,154 | $2.37M | 1.47% | −52−1.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.36M | 0.81% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,123 | $2.35M | 2.41% | +152+3.8% | Added |
| Transatlantique Private Wealth LLC | 4,040 | $2.30M | 0.87% | −15−0.4% | Reduced |
| Price T Rowe Associates Inc | 4,035 | $2.30M | 0.00% | +3,235+404.4% | Added |
| Revolve Wealth Partners, LLC | 4,023 | $2.29M | 0.34% | −10−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 4,007 | $2.28M | 0.22% | −36−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,989 | $2.27M | 0.08% | +1,897+90.7% | Added |
| Soltis Investment Advisors LLC | 3,987 | $2.27M | 0.21% | +29+0.7% | Added |
| Private Trust Co NA | 3,981 | $2.27M | 0.23% | +133+3.5% | Added |
| Stratos Wealth Partners, LTD. | 3,925 | $2.24M | 0.03% | −62−1.6% | Reduced |
| International Assets Investment Management, LLC | 3,928 | $2.23M | 0.19% | −2,168,898−99.8% | Reduced |
| Mutual Advisors, LLC | 3,757 | $2.21M | 0.06% | +21+0.6% | Added |
| Cambridge Advisors Inc. | 3,874 | $2.21M | 0.49% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,846 | $2.20M | 1.22% | −11−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,837 | $2.19M | 0.29% | +50+1.3% | Added |
| TD Private Client Wealth LLC | 3,837 | $2.19M | 0.06% | +66+1.8% | Added |
| American Institute for Advanced Investment Management, LLP | 3,836 | $2.18M | 1.63% | −17−0.4% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.18M | 0.07% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 3,822 | $2.18M | 1.83% | −258−6.3% | Reduced |
| Glaxis Capital Management, LLC | 3,800 | $2.16M | 5.99% | +3,800 | New |
| Fifth Third Wealth Advisors LLC | 3,780 | $2.15M | 0.12% | +151+4.2% | Added |
| Park Capital Management, LLC | 3,766 | $2.15M | 2.57% | +3,766 | New |
| Clientfirst Wealth Management, LLC | 3,741 | $2.13M | 2.16% | +3,741 | New |
| Centaurus Financial, Inc. | 3,731 | $2.13M | 0.13% | +1,171+45.7% | Added |
| Trust Point Inc. | 3,709 | $2.11M | 0.15% | +3,136+547.3% | Added |
| All Terrain Financial Advisors, LLC | 3,709 | $2.11M | 0.82% | −56−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 3,685 | $2.10M | 0.04% | +84+2.3% | Added |
| Lindbrook Capital, LLC | 3,681 | $2.10M | 0.19% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,672 | $2.09M | 0.10% | −800−17.9% | Reduced |
| Symmetry Investments LP | 3,672 | $2.09M | 0.13% | +3,672 | New |
| Old Second National Bank of Aurora | 3,666 | $2.09M | 0.47% | −62−1.7% | Reduced |
| Becker Capital Management Inc | 3,644 | $2.08M | 0.07% | −109−2.9% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $2.08M | 0.67% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,559 | $2.03M | 0.37% | +50+1.4% | Added |
| Northern Oak Wealth Management Inc | 3,556 | $2.03M | 0.26% | −25−0.7% | Reduced |
| NorthRock Partners, LLC | 3,511 | $2.01M | 0.07% | −223−6.0% | Reduced |
| ExodusPoint Capital Management, LP | 3,489 | $1.99M | 0.02% | +3,489 | New |
| Rosenblum Silverman Sutton S F Inc | 3,477 | $1.98M | 0.50% | −40−1.1% | Reduced |
| Meridian Financial, LLC | 3,448 | $1.96M | 1.36% | −164−4.5% | Reduced |
| Integrated Advisors Network LLC | 3,374 | $1.92M | 0.09% | −165−4.7% | Reduced |
| Gridiron Partners, LLC | 3,373 | $1.92M | 1.22% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,359 | $1.91M | 0.64% | −85−2.5% | Reduced |
| Scotia Capital Inc. | 3,353 | $1.91M | 0.01% | −215−6.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,328 | $1.90M | 0.44% | −228−6.4% | Reduced |
| Summit Wealth Partners, LLC | 3,326 | $1.89M | 0.39% | −3,152−48.7% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.89M | 0.61% | +3,319 | New |
| GenTrust, LLC | 3,298 | $1.89M | 0.08% | −74−2.2% | Reduced |
| Embree Financial Group | 3,298 | $1.88M | 0.32% | −146−4.2% | Reduced |
| Farrow Financial Inc. | 3,289 | $1.87M | 1.21% | −6−0.2% | Reduced |
| TSFG, LLC | 3,280 | $1.87M | 0.38% | −18−0.5% | Reduced |
| EWG Elevate Inc. | 3,270 | $1.86M | 0.57% | +3,270 | New |
| Aspiriant, LLC | 3,221 | $1.83M | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,214 | $1.83M | 0.06% | −70−2.1% | Reduced |
| AlTi Global, Inc. | 3,178 | $1.82M | 0.04% | +174+5.8% | Added |
| Oxford Financial Group Ltd | 3,192 | $1.82M | 0.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.79M | 0.11% | −134−4.1% | Reduced |
| Focus Financial Network, Inc. | 3,142 | $1.79M | 0.07% | −260−7.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,138 | $1.79M | 0.79% | −194−5.8% | Reduced |
| Qube Research & Technologies Ltd | 3,133 | $1.78M | 0.00% | −38,844−92.5% | Reduced |
| TCG Advisory Services, LLC | 3,079 | $1.75M | 0.07% | +2,500+431.8% | Added |
| Harvest Investment Services, LLC | 3,070 | $1.75M | 0.43% | −44−1.4% | Reduced |
| Darrow Company, Inc. | 3,057 | $1.74M | 1.01% | −67−2.1% | Reduced |