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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 3,054 | $1.74M | 0.01% | −150−4.7% | Reduced |
| Northwest Bancshares, Inc. | 3,023 | $1.72M | 0.32% | −100−3.2% | Reduced |
| Black Maple Capital Management LP | 3,000 | $1.71M | 1.30% | +3,000 | New |
| Paradigm, Strategies in Wealth Management, LLC | 2,990 | $1.70M | 1.12% | −78−2.5% | Reduced |
| SlateStone Wealth, LLC | 2,985 | $1.70M | 0.17% | −19,650−86.8% | Reduced |
| Compass Wealth Management LLC | 2,983 | $1.70M | 0.41% | −207−6.5% | Reduced |
| Change Path, LLC | 2,959 | $1.69M | 0.05% | +627+26.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.68M | 0.42% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,945 | $1.68M | 0.78% | +659+28.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,902 | $1.65M | 0.11% | +2,902 | New |
| Neuberger Berman Group LLC | 2,871 | $1.64M | 0.00% | −338−10.5% | Reduced |
| Millstone Evans Group, LLC | 2,863 | $1.63M | 1.11% | +2,863 | New |
| Kelman-Lazarov, Inc. | 2,858 | $1.63M | 0.29% | −508−15.1% | Reduced |
| Jordan Park Group LLC | 2,850 | $1.62M | 0.12% | −3,810−57.2% | Reduced |
| LM Advisors LLC | 2,829 | $1.62M | 0.29% | +577+25.6% | Added |
| Deutsche Bank AG | 2,836 | $1.62M | 0.00% | +7+0.2% | Added |
| Pacific Point Advisors, LLC | 2,742 | $1.61M | 0.98% | +2,742 | New |
| XML Financial, LLC | 2,828 | $1.61M | 0.15% | −329−10.4% | Reduced |
| Advus Financial Partners, LLC | 2,767 | $1.58M | 0.68% | −2−0.1% | Reduced |
| Hardy Reed LLC | 2,775 | $1.58M | 0.14% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,768 | $1.58M | 0.09% | +130+4.9% | Added |
| Edge Financial Advisors LLC | 2,751 | $1.57M | 1.40% | +5+0.2% | Added |
| Harbor Advisory Corp | 2,743 | $1.56M | 0.51% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,724 | $1.55M | 0.86% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,707 | $1.54M | 0.03% | +2,707 | New |
| Topsail Wealth Management, LLC | 2,706 | $1.54M | 0.33% | +2,706 | New |
| SK Wealth Management, LLC | 2,704 | $1.54M | 0.78% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.54M | 0.17% | +100+3.8% | Added |
| TCTC Holdings, LLC | 2,686 | $1.53M | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,681 | $1.53M | 0.09% | +160+6.3% | Added |
| Brinker Capital Investments, LLC | 2,667 | $1.52M | 0.02% | +1,433+116.1% | Added |
| Orion Portfolio Solutions, LLC | 2,667 | $1.52M | 0.02% | +1,433+116.1% | Added |
| ARK & TLK Investments, LLC | 2,665 | $1.52M | 0.53% | +165+6.6% | Added |
| Stock Yards Bank & Trust Co | 2,651 | $1.51M | 0.05% | −4,455−62.7% | Reduced |
| Disciplined Investments, LLC | 2,648 | $1.51M | 0.74% | +23+0.9% | Added |
| High Falls Advisors, Inc | 2,638 | $1.50M | 0.35% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,632 | $1.50M | 0.05% | −110−4.0% | Reduced |
| Zions Bancorporation, N.A. | 2,625 | $1.50M | 0.09% | +36+1.4% | Added |
| Compass Capital Corp | 2,624 | $1.49M | 0.58% | +2,624 | New |
| Coyle Financial Counsel LLC | 2,578 | $1.47M | 0.46% | −179−6.5% | Reduced |
| Cary Street Partners Financial LLC | 2,576 | $1.47M | 0.05% | +2,576 | New |
| Essex Financial Services, Inc. | 2,574 | $1.47M | 0.10% | +97+3.9% | Added |
| Fiducient Advisors LLC | 2,571 | $1.46M | 0.18% | −18−0.7% | Reduced |
| Equitable Trust Co | 2,560 | $1.46M | 0.08% | +2,560 | New |
| Congress Wealth Management LLC | 2,551 | $1.45M | 0.02% | +1,360+114.2% | Added |
| Valmark Advisers, Inc. | 2,552 | $1.45M | 0.02% | −530−17.2% | Reduced |
| ARS Investment Partners, LLC | 2,535 | $1.44M | 0.13% | +31+1.2% | Added |
| Manchester Capital Management LLC | 2,528 | $1.44M | 0.17% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 2,514 | $1.44M | 1.33% | +2,514 | New |
| ORBA Wealth Advisors, L.L.C. | 2,518 | $1.43M | 0.75% | −60−2.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,517 | $1.43M | 0.11% | −27−1.1% | Reduced |
| Ullmann Financial Group, Inc. | 2,504 | $1.43M | 0.18% | −22−0.9% | Reduced |
| Sunflower Bank, N.A. | 2,501 | $1.42M | 0.40% | −439−14.9% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.42M | 0.51% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,496 | $1.42M | 0.83% | +25+1.0% | Added |
| Kingsview Wealth Management, LLC | 2,493 | $1.42M | 0.03% | −1,624−39.4% | Reduced |
| Choate Investment Advisors | 2,487 | $1.42M | 0.03% | +723+41.0% | Added |
| Stratos Wealth Advisors, LLC | 2,475 | $1.41M | 0.07% | +61+2.5% | Added |
| Castle Rock Wealth Management, LLC | 2,409 | $1.41M | 0.34% | +174+7.8% | Added |
| Spire Wealth Management | 2,462 | $1.40M | 0.04% | −20−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 2,450 | $1.40M | 0.03% | +165+7.2% | Added |
| Middleton & Co Inc | 2,436 | $1.39M | 0.15% | −10−0.4% | Reduced |
| Sentinus, LLC | 2,430 | $1.38M | 0.40% | −98,418−97.6% | Reduced |
| Larson Financial Group LLC | 2,423 | $1.38M | 0.07% | +47+2.0% | Added |
| Montecito Bank & Trust | 2,414 | $1.37M | 0.24% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,410 | $1.37M | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.37M | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,370 | $1.35M | 0.03% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 2,368 | $1.35M | 0.03% | −83−3.4% | Reduced |
| Braun Stacey Associates Inc | 2,362 | $1.35M | 0.05% | −94−3.8% | Reduced |
| American Capital Advisory, LLC | 2,354 | $1.34M | 0.74% | +241+11.4% | Added |
| Baker Avenue Asset Management, LP | 2,350 | $1.34M | 0.04% | −178−7.0% | Reduced |
| Jennison Associates LLC | 2,309 | $1.32M | 0.00% | +596+34.8% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,301 | $1.31M | 0.56% | −34−1.5% | Reduced |
| Summit Trail Advisors, LLC | 2,274 | $1.30M | 0.05% | +171+8.1% | Added |
| Allred Capital Management, LLC | 2,263 | $1.29M | 0.50% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,260 | $1.29M | 0.55% | +39+1.8% | Added |
| SOA Wealth Advisors, LLC. | 2,251 | $1.28M | 0.24% | −190−7.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,248 | $1.28M | 0.07% | −108−4.6% | Reduced |
| Howe & Rusling Inc | 2,242 | $1.28M | 0.11% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,236 | $1.27M | 1.28% | −137−5.8% | Reduced |
| Zhang Financial LLC | 2,224 | $1.27M | 0.07% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,217 | $1.26M | 0.11% | +89+4.2% | Added |
| Wedbush Securities Inc | 2,214 | $1.26M | 0.04% | −105−4.5% | Reduced |
| We Are One Seven, LLC | 2,213 | $1.26M | 0.05% | −23−1.0% | Reduced |
| Gsa Capital Partners LLP | 2,197 | $1.25M | 0.09% | +140+6.8% | Added |
| Gryphon Financial Partners LLC | 2,165 | $1.23M | 0.18% | +66+3.1% | Added |
| Roberts Glore & Co Inc | 2,156 | $1.23M | 0.36% | +16+0.7% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $1.21M | 0.47% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,120 | $1.21M | 0.03% | +4+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,112 | $1.20M | 0.04% | +665+46.0% | Added |
| TruWealth Advisors, LLC | 2,101 | $1.20M | 0.07% | −165−7.3% | Reduced |
| Taylor Financial Group, Inc. | 2,099 | $1.20M | 0.83% | 00.0% | Unchanged |
| Emprise Bank | 2,096 | $1.19M | 0.67% | −332−13.7% | Reduced |
| Frank, Rimerman Advisors LLC | 2,095 | $1.19M | 0.09% | −4−0.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,092 | $1.19M | 1.04% | +2,092 | New |
| Frisch Financial Group, Inc. | 2,084 | $1.19M | 0.36% | −45−2.1% | Reduced |
| Sage Mountain Advisors LLC | 2,088 | $1.19M | 0.09% | +898+75.5% | Added |
| Financial Partners Group, LLC | 2,088 | $1.19M | 0.49% | −120−5.4% | Reduced |
| Bank of Hawaii | 2,087 | $1.19M | 0.07% | 00.0% | Unchanged |