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 |
|---|---|---|---|---|---|
| Broadway Wealth Solutions, Inc. | 427 | $227.8K | 0.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 428 | $228.3K | 0.00% | −1−0.2% | Reduced |
| Madden Advisory Services, Inc. | 428 | $228.3K | 0.11% | +5+1.2% | Added |
| Van Strum & Towne Inc. | 430 | $229.4K | 0.08% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 431 | $229.9K | 0.20% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 434 | $231.3K | 0.04% | −76−14.9% | Reduced |
| Windsor Capital Management, LLC | 434 | $231.4K | 0.07% | −30−6.5% | Reduced |
| Capital Asset Advisory Services LLC | 426 | $232.1K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 435 | $232.2K | 0.04% | +70+19.2% | Added |
| AlphaCore Capital LLC | 439 | $234.0K | 0.02% | +439 | New |
| FSM Wealth Advisors, LLC | 439 | $234.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 440 | $234.7K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 442 | $235.8K | 0.01% | +44+11.1% | Added |
| Oder Investment Management, LLC | 443 | $236.3K | 0.20% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $237.4K | 0.03% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 445 | $237.6K | 0.03% | −76−14.6% | Reduced |
| Excalibur Management Corp | 447 | $238.5K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 448 | $238.9K | 0.01% | −145−24.5% | Reduced |
| First Pacific Financial | 448 | $238.9K | 0.05% | +2+0.4% | Added |
| Financial Partners Group, Inc | 448 | $239.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 448 | $239.0K | 0.02% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 449 | $239.5K | 0.07% | +5+1.1% | Added |
| Exeter Financial, LLC | 450 | $240.1K | 0.11% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $240.7K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 451 | $240.7K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 451 | $240.8K | 0.06% | −43−8.7% | Reduced |
| Alpha Cubed Investments, LLC | 460 | $245.2K | 0.01% | +1+0.2% | Added |
| Keel Point, LLC | 460 | $245.3K | 0.02% | −42−8.4% | Reduced |
| Investment Advisory Services Inc | 460 | $245.4K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $245.4K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 463 | $247.0K | 0.03% | +463 | New |
| Nations Financial Group Inc, | 464 | $247.7K | 0.02% | +5+1.1% | Added |
| Root Financial Partners, LLC | 464 | $247.8K | 0.03% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 465 | $248.1K | 0.03% | 00.0% | Unchanged |
| Bensler, LLC | 465 | $248.1K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 465 | $248.1K | 0.04% | +465 | New |
| Tradition Wealth Management, LLC | 466 | $248.4K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 466 | $248.4K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $249.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 468 | $249.7K | 0.01% | −7−1.5% | Reduced |
| PDS Planning, Inc | 468 | $249.7K | 0.02% | −3−0.6% | Reduced |
| Index Fund Advisors, Inc. | 469 | $250.2K | 0.02% | −34−6.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 469 | $250.2K | 0.06% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $251.0K | 0.25% | +470 | New |
| CapWealth Advisors, LLC | 471 | $251.3K | 0.03% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 471 | $251.3K | 0.06% | +21+4.7% | Added |
| Arete Wealth Advisors, LLC | 472 | $252.0K | 0.02% | +23+5.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 473 | $252.3K | 0.06% | +473 | New |
| Hanson & Doremus Investment Management | 475 | $253.0K | 0.04% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 474 | $253.1K | 0.12% | −76−13.8% | Reduced |
| Birch Hill Investment Advisors LLC | 475 | $253.4K | 0.01% | −3−0.6% | Reduced |
| Citizens Business Bank | 475 | $253.4K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $253.9K | 0.11% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 477 | $254.5K | 0.06% | +99+26.2% | Added |
| Signet Financial Management, LLC | 480 | $256.3K | 0.03% | −295−38.1% | Reduced |
| BFSG, LLC | 485 | $258.7K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $258.7K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 524 | $260.7K | 0.01% | 00.0% | Unchanged |
| Burney Co | 492 | $262.5K | 0.01% | +2+0.4% | Added |
| BlueSky Wealth Advisors, LLC | 493 | $263.0K | 0.04% | 00.0% | Unchanged |
| Apexium Financial, LP | 496 | $264.6K | 0.02% | 00.0% | Unchanged |
| Mendel Money Management | 497 | $265.1K | 0.13% | −2−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 500 | $266.7K | 0.01% | +500 | New |
| Fusion Family Wealth LLC | 500 | $266.7K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $266.7K | 0.05% | 00.0% | Unchanged |
| Napatree Capital LLC | 500 | $266.7K | 0.15% | +28+5.9% | Added |
| JustInvest LLC | 501 | $267.2K | 0.00% | +86+20.7% | Added |
| Investment Research & Advisory Group, Inc. | 503 | $268.3K | 0.11% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $268.3K | 0.15% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 503 | $268.5K | 0.02% | −119−19.1% | Reduced |
| Charter Trust Co | 504 | $268.9K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 507 | $270.5K | 0.02% | +11+2.2% | Added |
| Dentgroup LLC | 508 | $271.0K | 0.20% | +508 | New |
| KWMG, LLC | 508 | $271.0K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 508 | $271.0K | 0.03% | +8+1.6% | Added |
| Guidance Point Advisors, LLC | 512 | $273.4K | 0.08% | −156−23.4% | Reduced |
| Northeast Financial Consultants Inc | 513 | $273.7K | 0.01% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $274.7K | 0.10% | 00.0% | Unchanged |
| Camden National Bank | 516 | $275.3K | 0.04% | −87−14.4% | Reduced |
| JSF Financial, LLC | 518 | $276.1K | 0.07% | +1+0.2% | Added |
| Wealthcare Capital Management LLC | 519 | $276.9K | 0.03% | +160+44.6% | Added |
| Pinnacle Bancorp, Inc. | 520 | $277.4K | 0.09% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 520 | $277.4K | 0.15% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $278.5K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 519 | $278.6K | 0.13% | +3+0.6% | Added |
| Aprio Wealth Management, LLC | 523 | $278.7K | 0.03% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $279.0K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $279.3K | 0.03% | +1+0.2% | Added |
| Washington Trust Bank | 526 | $280.6K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 526 | $280.7K | 0.06% | −64−10.8% | Reduced |
| Evergreen Capital Management LLC | 533 | $285.1K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 535 | $285.4K | 0.11% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 537 | $286.5K | 0.23% | −10−1.8% | Reduced |
| May Barnhard Investments LLC | 537 | $286.7K | 0.14% | +537 | New |
| Fulton Breakefield Broenniman LLC | 539 | $287.5K | 0.02% | −291−35.1% | Reduced |
| Arcadia Investment Management Corp | 540 | $288.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 541 | $288.6K | 0.04% | 00.0% | Unchanged |
| Cortland Associates Inc | 542 | $289.0K | 0.03% | −73−11.9% | Reduced |
| TD Asset Management Inc | 542 | $289.1K | 0.00% | −17−3.0% | Reduced |
| Heritage Trust Co | 544 | $290.2K | 0.04% | 00.0% | Unchanged |