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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,082 | $1.19M | 0.12% | +152+7.9% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.18M | 0.42% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,073 | $1.18M | 0.13% | +5+0.2% | Added |
| Founders Financial Securities LLC | 2,058 | $1.17M | 0.11% | +3+0.1% | Added |
| Bradley Foster & Sargent Inc | 2,048 | $1.17M | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,043 | $1.16M | 0.04% | −9−0.4% | Reduced |
| Brighton Jones LLC | 2,040 | $1.16M | 0.03% | +228+12.6% | Added |
| JFS Wealth Advisors, LLC | 2,034 | $1.16M | 0.08% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 2,032 | $1.16M | 0.86% | −19−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $1.16M | 0.09% | 00.0% | Unchanged |
| Marion Wealth Management | 2,031 | $1.16M | 0.31% | +3+0.1% | Added |
| Horizon Investments, LLC | 2,028 | $1.16M | 0.03% | −5−0.2% | Reduced |
| Independent Advisor Alliance | 2,016 | $1.15M | 0.02% | +2,016 | New |
| CX Institutional | 2,009 | $1.14M | 0.05% | −330−14.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.14M | 0.06% | −230−10.3% | Reduced |
| Capital Planning Advisors, LLC | 2,000 | $1.14M | 0.18% | −1,375−40.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,000 | $1.14M | 0.18% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,998 | $1.14M | 0.03% | +1,508+307.8% | Added |
| Gen-Wealth Partners Inc | 1,995 | $1.14M | 0.49% | +61+3.2% | Added |
| Hilltop Holdings Inc. | 1,989 | $1.13M | 0.07% | +110+5.9% | Added |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.51% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.13M | 0.40% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,979 | $1.13M | 0.23% | +1,979 | New |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.12M | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,955 | $1.11M | 0.19% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,952 | $1.11M | 0.08% | +4+0.2% | Added |
| Forza Wealth Management, LLC | 1,950 | $1.11M | 0.51% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,948 | $1.11M | 0.55% | +4+0.2% | Added |
| Wealth Watch Advisors, INC | 1,945 | $1.11M | 0.69% | +1,945 | New |
| White Pine Capital LLC | 1,938 | $1.10M | 0.37% | −52−2.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,910 | $1.09M | 0.25% | −80−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,906 | $1.09M | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,904 | $1.08M | 0.10% | 00.0% | Unchanged |
| SFM, LLC | 1,894 | $1.08M | 0.76% | −1−0.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,889 | $1.08M | 0.33% | +216+12.9% | Added |
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.53% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,879 | $1.07M | 0.45% | +5+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.07M | 0.04% | −10−0.5% | Reduced |
| Bremer Bank National Association | 1,858 | $1.06M | 0.21% | +421+29.3% | Added |
| Beacon Financial Advisory LLC | 1,852 | $1.05M | 0.34% | +4+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 1,840 | $1.05M | 0.07% | +42+2.3% | Added |
| Sebold Capital Management, Inc. | 1,828 | $1.04M | 0.70% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,825 | $1.04M | 0.18% | +1+0.1% | Added |
| BancorpSouth Bank | 1,818 | $1.04M | 0.07% | +76+4.4% | Added |
| Sovereign Financial Group, Inc. | 1,815 | $1.03M | 0.24% | +1+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.02M | 0.19% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,775 | $1.01M | 0.03% | +2+0.1% | Added |
| Nemes Rush Group LLC | 1,770 | $1.01M | 0.12% | +93+5.5% | Added |
| Spectrum Wealth Counsel, LLC | 1,767 | $1.01M | 0.12% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,756 | $1.00M | 0.60% | +65+3.8% | Added |
| Wood Tarver Financial Group, LLC | 1,755 | $999.0K | 0.33% | +1,755 | New |
| Carolinas Wealth Consulting LLC | 1,739 | $993.7K | 0.20% | +1+0.1% | Added |
| Parsons Capital Management Inc | 1,740 | $991.1K | 0.05% | −32−1.8% | Reduced |
| Lynch & Associates | 1,740 | $991.1K | 0.22% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,725 | $982.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,725 | $982.5K | 0.05% | +40+2.4% | Added |
| Strategic Advisors LLC | 1,720 | $979.7K | 0.18% | −69−3.9% | Reduced |
| Sachetta, LLC | 1,702 | $969.2K | 0.38% | +1+0.1% | Added |
| Paragon Capital Management Ltd | 1,700 | $968.3K | 0.19% | 00.0% | Unchanged |
| M. Kraus & Co | 1,700 | $968.3K | 0.29% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,698 | $967.0K | 0.28% | +363+27.2% | Added |
| LCNB Corp | 1,695 | $965.4K | 0.35% | −45−2.6% | Reduced |
| AE Wealth Management LLC | 1,690 | $962.6K | 0.01% | −87−4.9% | Reduced |
| Old North State Trust, LLC | 1,671 | $952.0K | 0.61% | −50−2.9% | Reduced |
| Legacy Private Trust Co. | 1,666 | $948.9K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,652 | $940.9K | 0.06% | +1+0.1% | Added |
| Journey Advisory Group, LLC | 1,756 | $939.6K | 0.11% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,638 | $936.4K | 0.08% | +63+4.0% | Added |
| Carrera Capital Advisors | 1,637 | $935.9K | 0.22% | +149+10.0% | Added |
| Prosperity Planning, Inc. | 1,643 | $935.8K | 0.30% | −164−9.1% | Reduced |
| Vista Wealth Management Group, LLC | 1,642 | $935.3K | 0.06% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,637 | $932.4K | 0.02% | +31+1.9% | Added |
| Quantinno Capital Management LP | 1,636 | $931.8K | 0.01% | +1,636 | New |
| TrinityPoint Wealth, LLC | 1,613 | $918.5K | 0.13% | +44+2.8% | Added |
| Gator Capital Management, LLC | 1,611 | $917.6K | 0.35% | −5−0.3% | Reduced |
| Stephens Inc | 1,601 | $912.1K | 0.01% | +339+26.9% | Added |
| Rockland Trust Co | 1,601 | $911.9K | 0.05% | −27−1.7% | Reduced |
| Greystone Financial Group, LLC | 1,599 | $910.7K | 0.16% | +783+96.0% | Added |
| FF Advisors,LLC | 1,515 | $908.5K | 0.62% | −325−17.7% | Reduced |
| Long Road Investment Counsel, LLC | 1,590 | $906.0K | 0.37% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,571 | $895.0K | 0.37% | −1−0.1% | Reduced |
| Accredited Investors Inc. | 1,566 | $892.1K | 0.05% | −42−2.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,566 | $891.9K | 0.13% | +11+0.7% | Added |
| Fortress Private Ledger, LLC | 1,565 | $891.1K | 0.54% | +1,565 | New |
| RTD Financial Advisors, Inc. | 1,560 | $888.6K | 0.11% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,554 | $885.1K | 0.03% | −50−3.1% | Reduced |
| Atomi Financial Group, Inc. | 1,551 | $883.4K | 0.04% | +737+90.5% | Added |
| Blackston Financial Advisory Group, LLC | 1,548 | $881.7K | 0.44% | −47−2.9% | Reduced |
| VeraBank, N.A. | 1,545 | $880.0K | 0.25% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $875.4K | 0.88% | 00.0% | Unchanged |
| American Money Management, LLC | 1,534 | $873.7K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,525 | $868.6K | 0.11% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,521 | $866.3K | 0.01% | +1,037+214.3% | Added |
| Clarendon Private LLC | 1,504 | $856.8K | 0.90% | +1,504 | New |
| TownSquare Capital, LLC | 1,504 | $856.6K | 0.01% | +171+12.8% | Added |
| Howland Capital Management LLC | 1,497 | $855.8K | 0.04% | −100−6.3% | Reduced |
| Vista Investment Management | 1,502 | $855.5K | 0.32% | −10−0.7% | Reduced |
| Retirement Capital Strategies | 1,502 | $855.5K | 0.32% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,501 | $854.9K | 0.19% | +100+7.1% | Added |
| General Partner, Inc. | 1,484 | $845.3K | 0.51% | 00.0% | Unchanged |