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 |
|---|---|---|---|---|---|
| Providence First Trust Co | 1,483 | $844.7K | 0.32% | −1,348−47.6% | Reduced |
| DRW Securities, LLC | 1,477 | $841.3K | 0.06% | −3,345−69.4% | Reduced |
| OneAscent Financial Services LLC | 1,471 | $838.0K | 0.07% | +1,471 | New |
| Procyon Private Wealth Partners, LLC | 1,470 | $837.3K | 0.05% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,470 | $837.3K | 0.56% | +1+0.1% | Added |
| Rialto Wealth Management, LLC | 1,467 | $835.6K | 0.28% | +1,467 | New |
| MontVue Capital Management, Inc. | 1,463 | $833.3K | 0.64% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,453 | $827.8K | 0.06% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,452 | $826.9K | 0.59% | +81+5.9% | Added |
| Petix & Botte Co | 1,450 | $825.9K | 0.22% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,450 | $825.8K | 0.31% | −6−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,446 | $825.7K | 0.01% | +877+154.1% | Added |
| BigSur Wealth Management LLC | 1,440 | $823.2K | 0.24% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,445 | $822.9K | 0.02% | +3+0.2% | Added |
| CCG Wealth Management, LLC | 1,437 | $818.5K | 0.46% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,435 | $817.2K | 0.03% | −34−2.3% | Reduced |
| Belpointe Asset Management LLC | 1,440 | $814.4K | 0.05% | −658−31.4% | Reduced |
| Clarius Group, LLC | 1,426 | $812.2K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,420 | $808.8K | 0.00% | +1,420 | New |
| BankPlus Trust Department | 1,414 | $805.4K | 0.26% | +1,414 | New |
| Berkshire Money Management, Inc. | 1,405 | $800.4K | 0.09% | +1,405 | New |
| First City Capital Management, Inc. | 1,402 | $798.6K | 0.43% | +495+54.6% | Added |
| Lam Group, Inc. | 1,400 | $797.4K | 0.57% | 00.0% | Unchanged |
| Bell Bank | 1,398 | $796.3K | 0.06% | −87−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,397 | $795.7K | 0.01% | +118+9.2% | Added |
| Tennessee Valley Asset Management Partners | 1,395 | $794.8K | 0.13% | −43−3.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,389 | $793.8K | 0.20% | +1+0.1% | Added |
| Sawgrass Asset Management LLC | 1,393 | $793.4K | 0.09% | −262−15.8% | Reduced |
| Leisure Capital Management | 1,390 | $791.7K | 0.31% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $786.0K | 0.25% | 00.0% | Unchanged |
| Viawealth, LLC | 1,380 | $786.0K | 0.47% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,378 | $785.2K | 0.41% | −9−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,376 | $783.7K | 0.01% | +53+4.0% | Added |
| Headlands Technologies LLC | 1,373 | $782.0K | 0.08% | +1,373 | New |
| McGuire Investment Group, LLC | 1,371 | $780.9K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 1,370 | $780.6K | 0.05% | −873−38.9% | Reduced |
| Harmony Asset Management LLC | 1,369 | $779.8K | 0.31% | +140+11.4% | Added |
| Arkadios Wealth Advisors | 1,368 | $779.2K | 0.04% | +62+4.7% | Added |
| Holistic Financial Partners | 1,367 | $778.4K | 0.39% | −1−0.1% | Reduced |
| Round Rock Advisors, LLC | 1,362 | $775.8K | 0.16% | 00.0% | Unchanged |
| STAR Financial Bank | 1,349 | $768.4K | 0.55% | −70−4.9% | Reduced |
| L.M. Kohn & Company | 1,345 | $765.8K | 0.20% | −25−1.8% | Reduced |
| Samalin Investment Counsel, LLC | 1,343 | $765.2K | 0.33% | +35+2.7% | Added |
| Crestwood Advisors Group LLC | 1,341 | $763.8K | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,340 | $763.4K | 0.32% | −127−8.7% | Reduced |
| Venture Visionary Partners LLC | 1,333 | $759.3K | 0.03% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 1,331 | $758.1K | 0.67% | +1,331 | New |
| Stanich Group LLC | 1,311 | $746.8K | 0.56% | +1,311 | New |
| Exencial Wealth Advisors, LLC | 1,307 | $744.2K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,304 | $743.0K | 0.08% | −25−1.9% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $739.6K | 0.63% | +1,298 | New |
| Truepoint, Inc. | 1,291 | $735.3K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,280 | $729.1K | 0.02% | −7−0.5% | Reduced |
| Seelaus Asset Management LLC | 1,279 | $728.5K | 0.66% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,276 | $726.8K | 0.10% | +13+1.0% | Added |
| GSB Wealth Management, LLC | 1,275 | $726.2K | 0.19% | 00.0% | Unchanged |
| Triumph Capital Management | 1,270 | $723.4K | 0.25% | −545−30.0% | Reduced |
| Park National Corp | 1,270 | $723.4K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,268 | $722.2K | 0.06% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,264 | $719.9K | 0.15% | −6−0.5% | Reduced |
| City National Bank of Florida | 1,264 | $719.9K | 0.66% | +1,264 | New |
| Ellerson Group Inc | 1,262 | $718.8K | 0.52% | 00.0% | Unchanged |
| Avalon Trust Co | 1,254 | $714.3K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,252 | $713.1K | 0.17% | +53+4.4% | Added |
| Single Point Partners, LLC | 1,248 | $711.0K | 0.16% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $709.0K | 0.24% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,242 | $707.8K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,237 | $704.6K | 0.19% | +1,237 | New |
| Strategic Wealth Partners, Ltd. | 1,205 | $704.1K | 0.06% | +153+14.5% | Added |
| Kaydan Wealth Management, Inc. | 1,236 | $704.0K | 0.23% | +7+0.6% | Added |
| Hohimer Wealth Management, LLC | 1,235 | $703.4K | 0.13% | +34+2.8% | Added |
| Red Door Wealth Management, LLC | 1,233 | $702.3K | 0.11% | −95−7.2% | Reduced |
| Urban Financial Advisory Corp | 1,233 | $702.1K | 0.39% | +4+0.3% | Added |
| Crown Wealth Group, LLC | 1,231 | $701.2K | 0.29% | +1,231 | New |
| HM Payson & Co | 1,228 | $699.4K | 0.01% | −145−10.6% | Reduced |
| CIBC World Markets Inc. | 1,228 | $699.0K | 0.00% | +10+0.8% | Added |
| L & S Advisors Inc | 1,227 | $698.6K | 0.08% | −42−3.3% | Reduced |
| Kanawha Capital Management LLC | 1,224 | $697.2K | 0.05% | −68−5.3% | Reduced |
| Smithfield Trust Co | 1,219 | $695.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $694.5K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,219 | $694.3K | 0.04% | −4−0.3% | Reduced |
| Jacksonville Wealth Management, LLC | 1,208 | $687.8K | 0.64% | +1,208 | New |
| Garrett Investment Advisors LLC | 1,205 | $686.3K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $683.5K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,192 | $682.1K | 0.10% | −83−6.5% | Reduced |
| Apella Capital, LLC | 1,196 | $681.2K | 0.03% | +62+5.5% | Added |
| Corsair Capital Management, L.P. | 1,196 | $681.2K | 0.15% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,194 | $680.0K | 0.06% | +1+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $678.4K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,190 | $677.8K | 0.09% | −105−8.1% | Reduced |
| Thrive Wealth Management, LLC | 1,183 | $673.8K | 0.12% | +1,183 | New |
| Edmond de Rothschild Holding S.A. | 1,182 | $673.2K | 0.01% | −176−13.0% | Reduced |
| Western Wealth Management, LLC | 1,177 | $670.4K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,152 | $658.3K | 0.02% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,150 | $655.0K | 0.36% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $652.7K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $649.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,139 | $648.8K | 0.08% | −95−7.7% | Reduced |
| Miramar Capital, LLC | 1,135 | $646.5K | 0.15% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $645.9K | 0.14% | 00.0% | Unchanged |