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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 145 | $77.4K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $78.2K | 0.05% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 151 | $78.6K | 0.06% | +151 | New |
| Thompson Investment Management, Inc. | 150 | $80.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $80.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $80.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 157 | $83.0K | 0.01% | +157 | New |
| TD Capital Management LLC | 156 | $83.0K | 0.01% | +1+0.6% | Added |
| Beacon Capital Management, LLC | 156 | $83.1K | 0.01% | −25−13.8% | Reduced |
| Assetmark, Inc | 159 | $84.8K | 0.00% | −36−18.5% | Reduced |
| Indiana Trust & Investment Management CO | 164 | $87.5K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $87.5K | 0.07% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 164 | $87.7K | 0.07% | +9+5.8% | Added |
| Graybill Bartz & Assoc Ltd | 165 | $88.0K | 0.03% | +165 | New |
| Citizens National Bank Trust Department | 168 | $89.6K | 0.02% | +168 | New |
| Costello Asset Management, INC | 172 | $91.8K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 173 | $92.1K | 0.01% | +144+496.6% | Added |
| Tortoise Investment Management, LLC | 177 | $94.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 180 | $96.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $98.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 190 | $101.3K | 0.01% | −25−11.6% | Reduced |
| Russell Investments Group, Ltd. | 190 | $101.4K | 0.00% | +155+442.9% | Added |
| Noble Wealth Management PBC | 192 | $102.4K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $105.6K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $106.2K | 0.06% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 202 | $107.5K | 0.03% | +1+0.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 205 | $109.6K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 213 | $113.8K | 0.11% | 00.0% | Unchanged |
| American National Bank | 214 | $114.2K | 0.01% | −50−18.9% | Reduced |
| DAGCO, Inc. | 227 | $121.1K | 0.04% | +227 | New |
| Trivant Custom Portfolio Group, LLC | 236 | $125.9K | 0.07% | −165−41.1% | Reduced |
| Longview Financial Advisors LLC | 244 | $130.2K | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 245 | $130.7K | 0.02% | −30−10.9% | Reduced |
| Evermay Wealth Management LLC | 250 | $133.7K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 257 | $136.9K | 0.04% | +1+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 268 | $142.9K | 0.06% | +1+0.4% | Added |
| Flaharty Asset Management, LLC | 278 | $148.3K | 0.02% | +278 | New |
| Bernard Wealth Management Corp. | 281 | $149.9K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 285 | $152.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 296 | $157.9K | 0.03% | −10−3.3% | Reduced |
| South Plains Financial, Inc. | 298 | $159.0K | 0.12% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $160.0K | 0.16% | 00.0% | Unchanged |
| LRI Investments, LLC | 324 | $173.0K | 0.02% | +92+39.7% | Added |
| Darwin Advisors, LLC | 303 | $173.0K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 328 | $175.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 271 | $175.1K | 0.16% | −35−11.4% | Reduced |
| Operose Advisors LLC | 329 | $175.5K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 332 | $177.1K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 333 | $177.2K | 0.02% | +1+0.3% | Added |
| CNB Bank | 344 | $183.5K | 0.09% | +109+46.4% | Added |
| Pingora Partners LLC | 350 | $186.7K | 0.14% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $187.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $189.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 358 | $190.0K | 0.09% | +9+2.6% | Added |
| Atwood & Palmer Inc | 373 | $198.7K | 0.01% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 376 | $200.6K | 0.08% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $201.1K | 0.07% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 377 | $201.6K | 0.01% | +377 | New |
| Breakwater Investment Management | 380 | $202.7K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 381 | $203.3K | 0.02% | +2+0.5% | Added |
| Investment Partners, Ltd. | 383 | $204.3K | 0.08% | −185−32.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 383 | $204.3K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 385 | $205.3K | 0.00% | −141−26.8% | Reduced |
| Private Capital Management, LLC | 385 | $205.4K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 385 | $205.4K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 387 | $206.5K | 0.01% | +387 | New |
| Accurate Wealth Management, LLC | 419 | $206.8K | 0.04% | +57+15.7% | Added |
| Summit Financial Wealth Advisors, LLC | 390 | $207.9K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 392 | $209.1K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 392 | $209.1K | 0.08% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 394 | $210.2K | 0.27% | +1+0.3% | Added |
| First American Trust, FSB | 395 | $210.7K | 0.02% | −3−0.8% | Reduced |
| Magnus Financial Group LLC | 396 | $211.0K | 0.02% | +38+10.6% | Added |
| Hengehold Capital Management LLC | 397 | $211.8K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 399 | $212.7K | 0.01% | −107−21.1% | Reduced |
| Cordatus Wealth Management LLC | 400 | $213.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $213.4K | 0.19% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $213.4K | 0.16% | −160−28.6% | Reduced |
| Boston Common Asset Management, LLC | 400 | $213.4K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $213.4K | 0.13% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $213.4K | 0.15% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $213.4K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 400 | $214.5K | 0.07% | −96−19.4% | Reduced |
| Grassi Investment Management | 404 | $215.0K | 0.02% | +1+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 404 | $215.5K | 0.21% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 405 | $216.3K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 407 | $217.1K | 0.04% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 410 | $218.7K | 0.03% | 00.0% | Unchanged |
| Trust Co | 411 | $219.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 413 | $220.3K | 0.19% | +413 | New |
| Essex Savings Bank | 415 | $221.4K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 417 | $222.5K | 0.02% | −2,485−85.6% | Reduced |
| Ritholtz Wealth Management | 418 | $223.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 419 | $223.0K | 0.00% | +21+5.3% | Added |
| National Bank of Canada | 419 | $223.5K | 0.00% | +316+306.8% | Added |
| Cynosure Management, LLC | 421 | $224.6K | 0.03% | 00.0% | Unchanged |
| Pachira Investments Inc. | 425 | $226.2K | 0.16% | −16,914−97.5% | Reduced |
| First Nebraska Trust Co | 425 | $226.7K | 0.02% | 00.0% | Unchanged |
| Unified Investment Management | 425 | $226.7K | 0.27% | +425 | New |
| Shufro Rose & Co LLC | 426 | $227.3K | 0.02% | −30−6.6% | Reduced |