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, Q1 2025
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2025. 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
- 1,361
- −23 vs. Q4 2024
- Shares held
- 25.2M
- −1.22M (−4.6%) vs. Q4 2024
- Total value
- $13.4B
- −$1.62B (−10.8%) vs. Q4 2024
- New holders
- 77
- 370 more added
- Sold out
- 100
- 489 more reduced
25 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,253,693 | $1.20B | 0.11% | +170,798+8.2% | Added |
| Wells Fargo & Company | 1,288,023 | $687.1M | 0.17% | −82,346−6.0% | Reduced |
| Northern Trust Corp | 1,116,167 | $595.5M | 0.09% | +2,143+0.2% | Added |
| Morgan Stanley | 1,051,544 | $561.0M | 0.04% | −75,713−6.7% | Reduced |
| US Bancorp | 1,035,651 | $552.5M | 0.74% | −10,312−1.0% | Reduced |
| Pathstone Holdings, LLC | 903,747 | $482.1M | 2.09% | −2,392−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 744,696 | $397.3M | 0.21% | −12,034−1.6% | Reduced |
| UBS Group AG | 671,791 | $358.4M | 0.08% | −7,706−1.1% | Reduced |
| Goldman Sachs Group Inc | 631,644 | $337.0M | 0.06% | −301,176−32.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 576,635 | $307.6M | 0.25% | +20,483+3.7% | Added |
| Raymond James Financial Inc | 553,938 | $295.5M | 0.11% | −22,661−3.9% | Reduced |
| Bank of Montreal | 498,941 | $266.2M | 0.14% | −17,792−3.4% | Reduced |
| JPMorgan Chase & Co | 429,365 | $229.1M | 0.02% | +28,167+7.0% | Added |
| Moore Capital Management, LP | 365,925 | $195.2M | 6.53% | −161,075−30.6% | Reduced |
| Royal Bank of Canada | 364,358 | $194.4M | 0.04% | −127,303−25.9% | Reduced |
| Creative Planning | 323,637 | $172.7M | 0.16% | +75,002+30.2% | Added |
| BNP Paribas Arbitrage, SA | 258,837 | $138.1M | 0.11% | −4,323−1.6% | Reduced |
| Alliancebernstein L.P. | 254,171 | $135.6M | 0.05% | −6,153−2.4% | Reduced |
| CI Private Wealth, LLC | 244,478 | $130.4M | 0.21% | −10,003−3.9% | Reduced |
| MAI Capital Management | 244,385 | $130.4M | 0.99% | −2,895−1.2% | Reduced |
| Arvest Bank Trust Division | 231,152 | $123.3M | 7.80% | −3,359−1.4% | Reduced |
| Citadel Advisors LLC | 223,342 | $119.1M | 0.12% | −172,142−43.5% | Reduced |
| Conservest Capital Advisors, Inc. | 222,910 | $118.9M | 12.49% | −1,049−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 217,984 | $116.3M | 0.28% | −160,255−42.4% | Reduced |
| HighTower Advisors, LLC | 217,367 | $116.0M | 0.16% | −1,850−0.8% | Reduced |
| SG Americas Securities, LLC | 207,845 | $110.9M | 0.38% | −57,886−21.8% | Reduced |
| Welch & Forbes LLC | 169,884 | $90.6M | 1.19% | −1,963−1.1% | Reduced |
| Bank of New York Mellon Corp | 169,477 | $90.4M | 0.02% | −1,451−0.8% | Reduced |
| LPL Financial LLC | 158,036 | $84.3M | 0.03% | −6,986−4.2% | Reduced |
| Waddell & Associates, LLC | 141,588 | $75.5M | 9.17% | +1,325+0.9% | Added |
| Whittier Trust Co | 135,602 | $72.3M | 1.01% | −2,395−1.7% | Reduced |
| Cerity Partners LLC | 132,087 | $70.5M | 0.14% | +30,475+30.0% | Added |
| FineMark National Bank & Trust | 124,050 | $66.2M | 2.42% | +60.0% | Added |
| Hills Bank & Trust Co | 120,356 | $64.2M | 4.52% | −255−0.2% | Reduced |
| Brown Advisory Inc | 118,178 | $63.0M | 0.09% | −30.0% | Reduced |
| Truist Financial Corp | 117,384 | $62.6M | 0.10% | +4,707+4.2% | Added |
| Qube Research & Technologies Ltd | 114,692 | $61.2M | 0.09% | +111,559+3,560.8% | Added |
| Stifel Financial Corp | 112,150 | $59.8M | 0.06% | +6,976+6.6% | Added |
| Montag A & Associates Inc | 107,443 | $57.5M | 2.87% | −948−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 106,833 | $57.0M | 0.08% | +3,630+3.5% | Added |
| Millennium Management LLC | 102,111 | $54.5M | 0.05% | +78,895+339.8% | Added |
| Mariner, LLC | 101,544 | $54.2M | 0.09% | +907+0.9% | Added |
| Sandy Spring Bank | 92,031 | $49.1M | 2.06% | −1,028−1.1% | Reduced |
| Washington Trust Co | 88,308 | $47.1M | 1.81% | −4,326−4.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 86,698 | $46.3M | 5.98% | −27,208−23.9% | Reduced |
| Colony Group, LLC | 83,158 | $44.4M | 0.11% | −6,731−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 81,630 | $43.5M | 0.08% | −4,905−5.7% | Reduced |
| MetLife Investment Management | 78,200 | $41.7M | 0.23% | −8,000−9.3% | Reduced |
| Envestnet Asset Management Inc | 76,412 | $40.8M | 0.01% | +3,011+4.1% | Added |
| Captrust Financial Advisors | 75,860 | $40.5M | 0.10% | +13,997+22.6% | Added |
| Blair William & Co | 75,681 | $40.4M | 0.12% | +6,561+9.5% | Added |
| Henshaw Capital LLC | 75,050 | $40.0M | 1.76% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 73,572 | $39.3M | 0.09% | +16,643+29.2% | Added |
| Pittenger & Anderson Inc | 70,075 | $37.4M | 1.37% | +912+1.3% | Added |
| Portland Global Advisors LLC | 69,301 | $37.0M | 4.66% | −763−1.1% | Reduced |
| Ameriprise Financial Inc | 69,204 | $36.9M | 0.01% | −64,525−48.3% | Reduced |
| Divergent Planning, LLC | 66,502 | $36.2M | 12.02% | +1,574+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 67,732 | $36.1M | 0.91% | +1,300+2.0% | Added |
| Starr Indemnity & Liability Co | 67,400 | $36.0M | 17.41% | +67,400 | New |
| Financial Counselors Inc | 65,600 | $35.0M | 0.53% | +64+0.1% | Added |
| Pinnacle Associates Ltd | 62,751 | $33.5M | 0.49% | +1,433+2.3% | Added |
| Cetera Investment Advisers | 62,623 | $33.4M | 0.06% | −252−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,708 | $33.0M | 0.49% | −142−0.2% | Reduced |
| SCS Capital Management LLC | 61,505 | $32.9M | 0.42% | +61,505 | New |
| Ascent Wealth Partners, LLC | 61,310 | $32.7M | 4.39% | +1,847+3.1% | Added |
| Smith, Moore & Co. | 60,492 | $32.3M | 2.99% | +122+0.2% | Added |
| Massmutual Trust Co FSB | 60,252 | $32.1M | 0.93% | +165+0.3% | Added |
| Comerica Bank | 53,998 | $28.8M | 0.12% | +8,786+19.4% | Added |
| Peapack Gladstone Financial Corp | 53,719 | $28.7M | 0.43% | −670−1.2% | Reduced |
| BlackRock, Inc. | 52,354 | $27.9M | 0.00% | −1,245−2.3% | Reduced |
| Oldfather Financial Services, LLC | 51,922 | $27.7M | 10.51% | +333+0.6% | Added |
| Baird Financial Group, Inc. | 51,747 | $27.6M | 0.05% | −1,328−2.5% | Reduced |
| Clearstead Advisors, LLC | 51,720 | $27.6M | 0.43% | +358+0.7% | Added |
| Heritage Investors Management Corp | 51,469 | $27.5M | 0.94% | −498−1.0% | Reduced |
| Susquehanna International Group, LLP | 51,191 | $27.3M | 0.04% | +15,001+41.5% | Added |
| Crewe Advisors LLC | 50,953 | $27.2M | 3.82% | −110.0% | Reduced |
| Granite Bay Wealth Management, LLC | 50,398 | $26.9M | 9.34% | +6,072+13.7% | Added |
| Rockefeller Capital Management L.P. | 48,724 | $26.0M | 0.06% | +1,578+3.3% | Added |
| Cumberland Advisors Inc | 48,437 | $25.8M | 11.71% | −1,045−2.1% | Reduced |
| Citizens Financial Group Inc | 46,445 | $24.8M | 0.49% | −74−0.2% | Reduced |
| IFG Advisors, LLC | 46,397 | $24.8M | 4.77% | +1,979+4.5% | Added |
| Retirement Systems of Alabama | 46,240 | $24.7M | 0.10% | −111−0.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 45,467 | $24.3M | 3.70% | +662+1.5% | Added |
| Chicago Partners Investment Group LLC | 44,380 | $23.6M | 0.79% | +37+0.1% | Added |
| LCM Capital Management Inc | 43,787 | $23.4M | 13.72% | +926+2.2% | Added |
| Klingman & Associates, LLC | 42,360 | $22.6M | 1.38% | +79+0.2% | Added |
| C V Starr & Co Inc | 42,100 | $22.5M | 17.31% | +42,100 | New |
| Janney Montgomery Scott LLC | 41,865 | $22.3M | 0.06% | −2,065−4.7% | Reduced |
| Bessemer Group Inc | 40,326 | $21.5M | 0.04% | −11,302−21.9% | Reduced |
| Weiss Asset Management LP | 40,210 | $21.5M | 0.57% | +40,210 | New |
| Conning Inc. | 40,185 | $21.4M | 0.75% | 00.0% | Unchanged |
| Lido Advisors, LLC | 38,400 | $20.5M | 0.12% | −773−2.0% | Reduced |
| Johnson Investment Counsel Inc | 36,316 | $19.4M | 0.19% | +33+0.1% | Added |
| 1st Source Bank | 36,020 | $19.2M | 1.13% | −136−0.4% | Reduced |
| Waldron Private Wealth LLC | 35,034 | $18.7M | 0.88% | −299−0.8% | Reduced |
| Madison Asset Management, LLC | 34,904 | $18.6M | 0.21% | −4,938−12.4% | Reduced |
| Squarepoint Ops LLC | 34,335 | $18.3M | 0.04% | +32,915+2,318.0% | Added |
| Prescott Group Capital Management, L.L.C. | 34,323 | $18.3M | 2.66% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 33,876 | $18.1M | 0.94% | −126−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 33,140 | $17.7M | 0.36% | −450−1.3% | Reduced |