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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 3,487 | $1.86M | 1.65% | −335−8.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,496 | $1.86M | 0.51% | +19+0.5% | Added |
| Private Trust Co NA | 3,516 | $1.88M | 0.19% | −465−11.7% | Reduced |
| Cubist Systematic Strategies, LLC | 3,520 | $1.88M | 0.02% | +3,520 | New |
| Northern Oak Wealth Management Inc | 3,541 | $1.89M | 0.24% | −15−0.4% | Reduced |
| Blue Fin Capital, Inc. | 3,547 | $1.89M | 0.37% | −12−0.3% | Reduced |
| NorthRock Partners, LLC | 3,602 | $1.92M | 0.06% | +91+2.6% | Added |
| Old Second National Bank of Aurora | 3,654 | $1.95M | 0.46% | −12−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,666 | $1.96M | 0.26% | −171−4.5% | Reduced |
| Lindbrook Capital, LLC | 3,681 | $1.96M | 0.18% | 00.0% | Unchanged |
| Park Capital Management, LLC | 3,701 | $1.97M | 2.31% | −65−1.7% | Reduced |
| Trust Point Inc. | 3,704 | $1.98M | 0.18% | −5−0.1% | Reduced |
| Adviser Investments LLC | 3,707 | $1.98M | 0.02% | −806−17.9% | Reduced |
| All Terrain Financial Advisors, LLC | 3,709 | $1.98M | 0.77% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 3,736 | $1.99M | 0.41% | +1,030+38.1% | Added |
| Clientfirst Wealth Management, LLC | 3,741 | $2.00M | 2.26% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $2.00M | 0.10% | +77+2.1% | Added |
| Kestra Private Wealth Services, LLC | 3,758 | $2.00M | 0.03% | +73+2.0% | Added |
| American Institute for Advanced Investment Management, LLP | 3,836 | $2.05M | 1.56% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,854 | $2.06M | 0.18% | −74−1.9% | Reduced |
| Intelligent Financial Strategies | 3,846 | $2.06M | 1.07% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,857 | $2.06M | 0.08% | −343−8.2% | Reduced |
| Alpha Wealth Funds, LLC | 3,863 | $2.06M | 2.24% | −475−10.9% | Reduced |
| Cambridge Advisors Inc. | 3,874 | $2.07M | 0.45% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,913 | $2.09M | 0.13% | +182+4.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,939 | $2.10M | 0.11% | +159+4.2% | Added |
| Stratos Wealth Partners, LTD. | 3,945 | $2.10M | 0.03% | +20+0.5% | Added |
| Capital Investment Advisory Services, LLC | 3,972 | $2.12M | 0.19% | −35−0.9% | Reduced |
| CAPROCK Group, Inc. | 3,980 | $2.13M | 0.06% | +161+4.2% | Added |
| Transatlantique Private Wealth LLC | 3,995 | $2.13M | 0.85% | −45−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 4,018 | $2.14M | 0.31% | −5−0.1% | Reduced |
| Baron Financial Group, LLC | 4,131 | $2.20M | 1.39% | −23−0.6% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.21M | 0.79% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,180 | $2.23M | 0.07% | +3,876+1,275.0% | Added |
| Lavaca Capital LLC | 4,200 | $2.24M | 1.02% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 4,205 | $2.24M | 0.61% | −658−13.5% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.24M | 0.08% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,316 | $2.30M | 0.22% | −1,509−25.9% | Reduced |
| Veracity Capital LLC | 4,359 | $2.33M | 0.91% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,361 | $2.33M | 0.66% | −82−1.8% | Reduced |
| Element Wealth, LLC | 4,362 | $2.33M | 1.25% | −54−1.2% | Reduced |
| Lowe Wealth Advisors, LLC | 4,362 | $2.33M | 0.99% | +62+1.4% | Added |
| Crescent Sterling, Ltd. | 4,370 | $2.33M | 2.39% | +247+6.0% | Added |
| Sterling Investment Advisors, Ltd. | 4,395 | $2.34M | 0.56% | −87−1.9% | Reduced |
| Naples Global Advisors, LLC | 4,407 | $2.36M | 0.22% | −270−5.8% | Reduced |
| Diversified Trust Co | 4,429 | $2.36M | 0.06% | −453−9.3% | Reduced |
| Stone Point Wealth LLC | 4,434 | $2.37M | 0.80% | +55+1.3% | Added |
| Hudson Valley Investment Advisors Inc | 4,439 | $2.37M | 0.28% | −63−1.4% | Reduced |
| Meridian Wealth Management, LLC | 4,453 | $2.38M | 0.12% | −7−0.2% | Reduced |
| Wesbanco Bank Inc | 4,487 | $2.39M | 0.08% | +156+3.6% | Added |
| Davidson Trust Co | 4,495 | $2.40M | 1.14% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.40M | 0.58% | 00.0% | Unchanged |
| LM Advisors LLC | 4,514 | $2.41M | 0.43% | +1,685+59.6% | Added |
| Gilman Hill Asset Management, LLC | 4,548 | $2.43M | 0.42% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,560 | $2.43M | 0.55% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,567 | $2.44M | 0.13% | −29−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,577 | $2.44M | 0.01% | −1,733−27.5% | Reduced |
| Courier Capital LLC | 4,603 | $2.46M | 0.16% | +51+1.1% | Added |
| Caliber Wealth Management, LLC | 4,608 | $2.46M | 0.34% | +4,608 | New |
| Johnson Financial Group, Inc. | 4,608 | $2.46M | 0.12% | −405−8.1% | Reduced |
| National Asset Management, Inc. | 4,634 | $2.47M | 0.08% | −1,203−20.6% | Reduced |
| Sage Financial Management Group, Inc. | 4,680 | $2.50M | 0.91% | −247−5.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,683 | $2.50M | 0.03% | +266+6.0% | Added |
| Coastline Trust Co | 4,691 | $2.50M | 0.31% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4,707 | $2.51M | 1.24% | −163−3.3% | Reduced |
| Sabal Trust CO | 4,708 | $2.51M | 0.14% | +115+2.5% | Added |
| New England Private Wealth Advisors LLC | 4,721 | $2.52M | 0.39% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,711 | $2.52M | 0.30% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,726 | $2.52M | 0.47% | +15+0.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,728 | $2.52M | 0.13% | −259−5.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,986 | $2.54M | 0.02% | −45−0.9% | Reduced |
| InTrack Investment Management Inc | 4,772 | $2.55M | 2.31% | −262−5.2% | Reduced |
| TD Waterhouse Canada Inc. | 4,749 | $2.55M | 0.02% | +382+8.7% | Added |
| Moneta Group Investment Advisors LLC | 4,775 | $2.55M | 0.04% | −3−0.1% | Reduced |
| Independence Bank of Kentucky | 4,789 | $2.55M | 0.40% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,817 | $2.57M | 0.14% | −67−1.4% | Reduced |
| Northstar Asset Management LLC | 4,820 | $2.57M | 0.62% | −20−0.4% | Reduced |
| CIBC World Markets Inc. | 4,820 | $2.57M | 0.01% | +3,592+292.5% | Added |
| RFG Advisory, LLC | 4,848 | $2.59M | 0.07% | +692+16.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,874 | $2.60M | 0.99% | −71−1.4% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.62M | 0.60% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,977 | $2.66M | 0.40% | −908−15.4% | Reduced |
| CenterStar Asset Management, LLC | 4,984 | $2.66M | 3.82% | +4,514+960.4% | Added |
| Financial Life Planners | 5,000 | $2.67M | 2.60% | −337−6.3% | Reduced |
| Shoker Investment Counsel, Inc. | 5,036 | $2.69M | 0.91% | −11−0.2% | Reduced |
| Sowell Financial Services LLC | 5,046 | $2.69M | 0.12% | +5,046 | New |
| Spinnaker Trust | 5,057 | $2.70M | 0.18% | −10−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 5,072 | $2.71M | 1.08% | −123−2.4% | Reduced |
| Vanguard Group Inc | 5,081 | $2.71M | 0.00% | −41−0.8% | Reduced |
| Sigma Planning Corp | 5,092 | $2.72M | 0.09% | +145+2.9% | Added |
| Argent Trust Co | 5,119 | $2.73M | 0.11% | +6+0.1% | Added |
| Delta Financial Group, Inc. | 5,011 | $2.76M | 0.63% | +167+3.4% | Added |
| Miller Investment Management, LP | 5,201 | $2.77M | 0.31% | 00.0% | Unchanged |
| David Loasby | 5,794 | $2.84M | 0.28% | +1,279+28.3% | Added |
| Boston Private Wealth LLC | 5,411 | $2.89M | 0.12% | +711+15.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,453 | $2.91M | 0.01% | −314−5.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,464 | $2.91M | 0.13% | +52+1.0% | Added |
| J.W. Cole Advisors, Inc. | 5,482 | $2.92M | 0.09% | −49−0.9% | Reduced |
| Eastern Bank | 5,492 | $2.93M | 0.06% | −338−5.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,517 | $2.94M | 0.28% | +310+6.0% | Added |