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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 5,544 | $2.96M | 0.06% | −73−1.3% | Reduced |
| Stephenson National Bank & Trust | 5,561 | $2.97M | 1.07% | −749−11.9% | Reduced |
| GTS Securities LLC | 5,568 | $2.97M | 0.13% | +280+5.3% | Added |
| Wealthcare Advisory Partners LLC | 5,569 | $2.97M | 0.08% | −112−2.0% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.01M | 0.72% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,677 | $3.03M | 0.02% | −126−2.2% | Reduced |
| Graypoint LLC | 5,680 | $3.03M | 0.19% | +1,180+26.2% | Added |
| PFG Advisors | 5,782 | $3.08M | 0.17% | −93−1.6% | Reduced |
| Signature Securities Group Corporation | 5,787 | $3.09M | 0.79% | +77+1.3% | Added |
| Sepio Capital, LP | 5,810 | $3.10M | 0.25% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,850 | $3.13M | 1.00% | +610+11.6% | Added |
| Paladin Advisory Group, LLC | 5,887 | $3.14M | 2.51% | −12−0.2% | Reduced |
| Romano Brothers and Company | 5,892 | $3.14M | 0.41% | −90−1.5% | Reduced |
| Precedent Wealth Partners, LLC | 5,951 | $3.17M | 0.88% | +429+7.8% | Added |
| GWM Advisors LLC | 5,976 | $3.19M | 0.02% | −1,436−19.4% | Reduced |
| Weil Company, Inc. | 6,062 | $3.23M | 0.97% | −1,641−21.3% | Reduced |
| First Citizens Bank & Trust Co | 6,070 | $3.24M | 0.08% | −244−3.9% | Reduced |
| RSM US Wealth Management LLC | 54,338 | $3.24M | 0.05% | +46,295+575.6% | Added |
| Seeds Investor LLC | 6,095 | $3.25M | 0.91% | +4,397+259.0% | Added |
| HB Wealth Management, LLC | 6,158 | $3.29M | 0.03% | −299−4.6% | Reduced |
| Woodstock Corp | 6,190 | $3.30M | 0.33% | +928+17.6% | Added |
| Elyxium Wealth, LLC | 6,200 | $3.31M | 1.47% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,221 | $3.32M | 0.35% | +808+14.9% | Added |
| Crews Bank & Trust | 6,230 | $3.32M | 0.57% | −220−3.4% | Reduced |
| Fiduciary Trust Co | 6,230 | $3.32M | 0.04% | +176+2.9% | Added |
| Clear Point Advisors Inc. | 6,259 | $3.34M | 3.00% | +7+0.1% | Added |
| Charter Research & Investment Group, Inc. | 6,278 | $3.35M | 2.56% | +66+1.1% | Added |
| United Capital Financial Advisers, LLC | 6,290 | $3.36M | 0.03% | −32−0.5% | Reduced |
| Golden State Wealth Management, LLC | 6,320 | $3.37M | 0.50% | +6,320 | New |
| Audent Global Asset Management, LLC | 6,339 | $3.38M | 2.79% | −1,008−13.7% | Reduced |
| Greenleaf Trust | 6,362 | $3.39M | 0.03% | −58−0.9% | Reduced |
| Change Path, LLC | 6,363 | $3.39M | 0.10% | +3,404+115.0% | Added |
| New Century Financial Group, LLC | 6,365 | $3.40M | 3.93% | −19−0.3% | Reduced |
| Bailard, Inc. | 6,381 | $3.40M | 0.09% | −97−1.5% | Reduced |
| AQR Capital Management LLC | 6,417 | $3.42M | 0.00% | +1,401+27.9% | Added |
| Sentinel Trust Co Lba | 6,454 | $3.44M | 0.41% | −139−2.1% | Reduced |
| Matrix Asset Advisors Inc | 6,469 | $3.45M | 0.38% | −97−1.5% | Reduced |
| Bristlecone Advisors, LLC | 6,514 | $3.47M | 0.28% | −215−3.2% | Reduced |
| Keystone Financial Group | 6,441 | $3.49M | 0.35% | −1,411−18.0% | Reduced |
| Gould Asset Management LLC | 6,551 | $3.49M | 0.72% | +70+1.1% | Added |
| Glen Eagle Advisors, LLC | 6,564 | $3.50M | 0.58% | −7−0.1% | Reduced |
| Keeley-Teton Advisors, LLC | 6,655 | $3.55M | 0.43% | +519+8.5% | Added |
| Washburn Capital Management, Inc. | 60,960 | $3.56M | 2.34% | −2,020−3.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,670 | $3.56M | 0.21% | −17−0.3% | Reduced |
| Proficio Capital Partners LLC | 6,640 | $3.56M | 0.28% | +65+1.0% | Added |
| Capital Advantage, Inc. | 6,327 | $3.60M | 0.66% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,766 | $3.61M | 0.11% | +77+1.2% | Added |
| Union Savings Bank | 6,799 | $3.63M | 1.77% | −12−0.2% | Reduced |
| Snowden Capital Advisors LLC | 6,785 | $3.63M | 0.12% | −179−2.6% | Reduced |
| Tandem Investment Partners LLC | 6,813 | $3.63M | 3.59% | −4,080−37.5% | Reduced |
| Ballentine Partners, LLC | 6,839 | $3.65M | 0.06% | +208+3.1% | Added |
| Jones Financial Companies LLLP | 6,868 | $3.66M | 0.00% | +1,515+28.3% | Added |
| Resources Investment Advisors, LLC. | 6,892 | $3.68M | 0.04% | −220−3.1% | Reduced |
| Quadrature Capital Ltd | 6,911 | $3.69M | 0.08% | −1,032−13.0% | Reduced |
| Segment Wealth Management, LLC | 6,930 | $3.70M | 0.25% | −450−6.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,951 | $3.70M | 0.04% | +785+12.7% | Added |
| NBW Capital LLC | 6,961 | $3.71M | 0.82% | −1,659−19.2% | Reduced |
| Tower View Investment Management & Research LLC | 7,019 | $3.74M | 2.18% | +1,501+27.2% | Added |
| Davis R M Inc | 7,065 | $3.77M | 0.08% | −10−0.1% | Reduced |
| Haverford Trust Co | 7,099 | $3.79M | 0.04% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,652 | $3.81M | 1.57% | +35+0.5% | Added |
| JMG Financial Group, Ltd. | 7,230 | $3.86M | 0.13% | +60+0.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,244 | $3.86M | 1.74% | −183−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,269 | $3.88M | 0.12% | +957+15.2% | Added |
| Fidelis Capital Partners, LLC | 7,527 | $3.90M | 0.41% | +2,418+47.3% | Added |
| Fifth Third Bancorp | 7,386 | $3.94M | 0.01% | −6−0.1% | Reduced |
| Keybank National Association | 7,509 | $4.01M | 0.02% | −163−2.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,514 | $4.01M | 1.51% | −923−10.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,525 | $4.02M | 0.15% | 00.0% | Unchanged |
| Evensky & Katz LLC | 7,579 | $4.04M | 0.27% | −104−1.4% | Reduced |
| Sonata Capital Group Inc | 7,596 | $4.05M | 1.76% | −333−4.2% | Reduced |
| Sagespring Wealth Partners, LLC | 7,596 | $4.05M | 0.10% | −1,115−12.8% | Reduced |
| Prospera Financial Services Inc | 7,645 | $4.08M | 0.09% | +89+1.2% | Added |
| Intrepid Financial Planning Group LLC | 7,685 | $4.10M | 1.90% | −199−2.5% | Reduced |
| North Star Investment Management Corp. | 7,695 | $4.11M | 0.30% | +319+4.3% | Added |
| Finley Financial, LLC | 7,920 | $4.13M | 2.30% | −230−2.8% | Reduced |
| Bay Rivers Group | 7,808 | $4.17M | 2.18% | −225−2.8% | Reduced |
| Paulson Wealth Management Inc. | 7,841 | $4.18M | 1.18% | +970+14.1% | Added |
| Equitable Holdings, Inc. | 7,882 | $4.20M | 0.04% | −313−3.8% | Reduced |
| KMG Fiduciary Partners, LLC | 7,919 | $4.22M | 0.35% | −166−2.1% | Reduced |
| Breakwater Capital Group | 8,047 | $4.29M | 0.76% | +870+12.1% | Added |
| Barrett & Company, Inc. | 8,122 | $4.33M | 1.87% | +12+0.1% | Added |
| Allworth Financial LP | 8,352 | $4.34M | 0.02% | −60−0.7% | Reduced |
| Highview Capital Management LLC | 8,188 | $4.37M | 1.83% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,326 | $4.44M | 0.11% | +909+12.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,354 | $4.46M | 0.06% | −258−3.0% | Reduced |
| AMG National Trust Bank | 8,361 | $4.46M | 0.13% | −50−0.6% | Reduced |
| Apollon Wealth Management, LLC | 8,414 | $4.49M | 0.10% | −669−7.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $4.50M | 2.52% | +20.0% | Added |
| HSBC Holdings PLC | 8,484 | $4.52M | 0.00% | −779−8.4% | Reduced |
| Financial Engines Advisors L.L.C. | 8,494 | $4.53M | 0.01% | −211−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 8,500 | $4.54M | 0.06% | +5,011+143.6% | Added |
| Harbour Investments, Inc. | 8,699 | $4.64M | 0.13% | +968+12.5% | Added |
| Meridian Investment Counsel Inc. | 8,723 | $4.65M | 1.37% | +378+4.5% | Added |
| Midwest Financial Group LLC | 8,886 | $4.74M | 2.75% | +1,626+22.4% | Added |
| Balyasny Asset Management LLC | 9,000 | $4.80M | 0.01% | +3,100+52.5% | Added |
| CMG Global Holdings, LLC | 9,257 | $4.81M | 3.14% | +453+5.1% | Added |
| Ssa Swiss Advisors AG | 9,028 | $4.82M | 2.47% | +9,028 | New |
| Motco | 9,091 | $4.85M | 0.51% | −267−2.9% | Reduced |
| Bank of New Hampshire | 9,106 | $4.86M | 1.27% | −329−3.5% | Reduced |