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 |
|---|---|---|---|---|---|
| Genesis Wealth Advisors, LLC | 1,131 | $644.2K | 0.56% | +1,131 | New |
| Moment Partners, LLC | 1,123 | $639.6K | 0.12% | +1,123 | New |
| BSW Wealth Partners | 1,118 | $636.8K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,116 | $635.9K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,116 | $635.7K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,109 | $631.6K | 0.03% | +269+32.0% | Added |
| WealthShield Partners, LLC | 1,104 | $631.0K | 0.09% | +13+1.2% | Added |
| Opulen Financial Group LLC | 1,107 | $630.6K | 0.57% | +1,107 | New |
| Kingswood Wealth Advisors, LLC | 1,105 | $629.4K | 0.05% | +1,105 | New |
| Plante Moran Financial Advisors, LLC | 1,103 | $628.2K | 0.05% | +7+0.6% | Added |
| Synergy Financial Management, LLC | 1,102 | $627.8K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,097 | $624.8K | 0.01% | −61−5.3% | Reduced |
| D.A. Davidson & Co. | 1,094 | $623.2K | 0.01% | −14−1.3% | Reduced |
| Legacy Trust | 1,091 | $621.4K | 0.14% | −5−0.5% | Reduced |
| Parkside Financial Bank & Trust | 1,089 | $620.3K | 0.08% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,087 | $619.2K | 0.29% | 00.0% | Unchanged |
| FCG Investment Co | 1,087 | $619.1K | 0.38% | +60+5.8% | Added |
| 3EDGE Asset Management, LP | 1,087 | $619.0K | 0.04% | −259−19.2% | Reduced |
| HCR Wealth Advisors | 1,079 | $614.8K | 0.08% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,078 | $614.0K | 0.04% | −380−26.1% | Reduced |
| Royal Fund Management, LLC | 1,075 | $612.3K | 0.07% | −1,095−50.5% | Reduced |
| SJA Financial Advisory, LLC | 1,071 | $610.2K | 0.44% | −12−1.1% | Reduced |
| Saxon Interests, Inc. | 1,064 | $606.3K | 0.27% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,064 | $605.8K | 0.07% | +76+7.7% | Added |
| Quantbot Technologies LP | 1,060 | $603.8K | 0.02% | +1,060 | New |
| First National Trust Co | 1,054 | $600.3K | 0.02% | −35−3.2% | Reduced |
| Bleakley Financial Group, LLC | 1,049 | $597.7K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,047 | $596.3K | 0.05% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 1,043 | $594.2K | 0.60% | +1,043 | New |
| GW&K Investment Management, LLC | 1,039 | $592.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,039 | $591.8K | 0.01% | +54+5.5% | Added |
| Mairs & Power Inc | 1,035 | $589.5K | 0.01% | +200+24.0% | Added |
| WorthPointe, LLC | 1,032 | $587.8K | 0.24% | −73−6.6% | Reduced |
| United Bank | 1,025 | $583.8K | 0.07% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $582.7K | 0.08% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,020 | $581.0K | 0.31% | +258+33.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,012 | $576.4K | 0.10% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $573.8K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 1,003 | $571.3K | 0.02% | +34+3.5% | Added |
| Fortress Wealth Group, LLC | 977 | $570.5K | 0.27% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $570.0K | 0.23% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $569.6K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $569.6K | 0.16% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,000 | $569.6K | 0.08% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $566.2K | 0.42% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $564.8K | 0.07% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 991 | $564.5K | 0.46% | +991 | New |
| Vishria Bird Financial Group, LLC | 989 | $563.0K | 0.20% | −2−0.2% | Reduced |
| Berger Financial Group, Inc | 981 | $558.8K | 0.04% | −563−36.5% | Reduced |
| Integrated Wealth Concepts LLC | 981 | $558.8K | 0.01% | +72+7.9% | Added |
| Appleton Partners Inc | 978 | $557.0K | 0.04% | −4−0.4% | Reduced |
| Leo Wealth, LLC | 974 | $554.9K | 0.05% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 971 | $553.1K | 0.10% | +62+6.8% | Added |
| Clear Creek Financial Management, LLC | 968 | $551.1K | 0.06% | −1−0.1% | Reduced |
| JNBA Financial Advisors | 965 | $549.7K | 0.06% | −5−0.5% | Reduced |
| Maren Capital LLC | 964 | $549.1K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 953 | $542.7K | 0.20% | +32+3.5% | Added |
| First Western Trust Bank | 949 | $540.5K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 947 | $539.4K | 0.06% | +282+42.4% | Added |
| Eagle Global Advisors LLC | 945 | $538.3K | 0.02% | +120+14.5% | Added |
| Great Lakes Advisors, LLC | 943 | $537.0K | 0.00% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $534.7K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 938 | $534.3K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 922 | $527.2K | 0.03% | +112+13.8% | Added |
| Bragg Financial Advisors, Inc | 925 | $527.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $526.9K | 0.01% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 923 | $525.5K | 0.27% | −7−0.8% | Reduced |
| Trillium Asset Management, LLC | 920 | $524.0K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 917 | $522.3K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $521.2K | 0.05% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 911 | $518.9K | 0.10% | +12+1.3% | Added |
| Bogart Wealth, LLC | 909 | $517.7K | 0.02% | +36+4.1% | Added |
| Glenview Trust Co | 906 | $516.0K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 905 | $515.7K | 0.11% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 900 | $514.5K | 0.04% | +200+28.6% | Added |
| First PREMIER Bank | 902 | $514.0K | 0.13% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 901 | $513.2K | 0.01% | +38+4.4% | Added |
| Vertex Planning Partners, LLC | 900 | $512.7K | 0.11% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 900 | $512.6K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 900 | $512.5K | 0.01% | +262+41.1% | Added |
| Eagle Strategies LLC | 895 | $509.9K | 0.09% | +56+6.7% | Added |
| Creekside Partners | 890 | $507.0K | 0.26% | +2+0.2% | Added |
| Missouri Trust & Investment Co | 881 | $501.8K | 0.18% | +100+12.8% | Added |
| Redwood Park Advisors LLC | 880 | $501.2K | 0.43% | +880 | New |
| Valeo Financial Advisors, LLC | 879 | $500.7K | 0.01% | +123+16.3% | Added |
| Lowe Brockenbrough & Co Inc | 872 | $498.5K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $497.0K | 0.18% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $496.2K | 0.13% | −200−18.7% | Reduced |
| Naviter Wealth, LLC | 866 | $495.1K | 0.06% | +433+100.0% | Added |
| Abound Financial, LLC | 864 | $492.1K | 0.25% | +864 | New |
| IFP Advisors, Inc | 861 | $490.5K | 0.02% | −5,448−86.4% | Reduced |
| Montis Financial, LLC | 858 | $489.0K | 0.15% | −13−1.5% | Reduced |
| Rockline Wealth Management, LLC | 855 | $487.0K | 0.13% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 855 | $486.8K | 0.00% | −77−8.3% | Reduced |
| Denver Wealth Management, Inc. | 854 | $486.4K | 0.22% | −2−0.2% | Reduced |
| Cardiff Park Advisors, LLC | 852 | $485.5K | 0.05% | +1+0.1% | Added |
| Litman Gregory Asset Management LLC | 852 | $485.3K | 0.04% | −5−0.6% | Reduced |
| Mathes Company, Inc. | 850 | $484.0K | 0.18% | −2,300−73.0% | Reduced |
| Duncker Streett & Co Inc | 849 | $483.7K | 0.09% | −335−28.3% | Reduced |
| Optimum Investment Advisors | 845 | $481.3K | 0.21% | 00.0% | Unchanged |