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 |
|---|---|---|---|---|---|
| Coordinated Financial Services, Inc. | 545 | $290.5K | 0.22% | +545 | New |
| Annex Advisory Services, LLC | 547 | $291.7K | 0.01% | +1+0.2% | Added |
| Pure Financial Advisors, Inc. | 547 | $291.8K | 0.01% | −73−11.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 546 | $291.9K | 0.05% | +12+2.2% | Added |
| Waters Parkerson & Co., LLC | 550 | $293.4K | 0.02% | +550 | New |
| Asset Dedication, LLC | 553 | $295.0K | 0.02% | +186+50.7% | Added |
| Bank of Jackson Hole Trust | 522 | $295.3K | 0.19% | +26+5.2% | Added |
| Anchor Capital Advisors LLC | 555 | $296.1K | 0.01% | −80−12.6% | Reduced |
| High Net Worth Advisory Group LLC | 559 | $298.2K | 0.08% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 560 | $298.7K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $299.8K | 0.04% | +1+0.2% | Added |
| Schechter Investment Advisors, LLC | 564 | $300.9K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 565 | $301.4K | 0.00% | +2+0.4% | Added |
| Members Wealth LLC | 566 | $301.8K | 0.23% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 566 | $301.9K | 0.01% | +89+18.7% | Added |
| Level Four Advisory Services, LLC | 569 | $303.5K | 0.01% | −540−48.7% | Reduced |
| Huntleigh Advisors, Inc. | 570 | $304.1K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 570 | $304.1K | 0.17% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 570 | $304.1K | 0.25% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $304.6K | 0.06% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $306.0K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $306.8K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $307.3K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 575 | $307.5K | 0.03% | −325−36.1% | Reduced |
| SNS Financial Group, LLC | 575 | $307.5K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 582 | $310.5K | 0.01% | +26+4.7% | Added |
| Financial Council Asset Management Inc | 585 | $312.1K | 0.17% | +46+8.5% | Added |
| Berkeley, Inc | 586 | $312.6K | 0.15% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 590 | $314.8K | 0.07% | +120+25.5% | Added |
| Novare Capital Management LLC | 591 | $315.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 591 | $315.3K | 0.01% | −20−3.3% | Reduced |
| Visionary Wealth Advisors | 597 | $318.7K | 0.02% | −36−5.7% | Reduced |
| Eisler Capital Management Ltd. | 600 | $320.0K | 0.01% | +600 | New |
| SkyOak Wealth, LLC | 600 | $320.1K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $320.1K | 0.11% | 00.0% | Unchanged |
| SPC Financial, Inc. | 603 | $321.7K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $321.7K | 0.17% | 00.0% | Unchanged |
| Sym Financial Corp | 603 | $321.7K | 0.04% | +3+0.5% | Added |
| Rappaport Reiches Capital Management, LLC | 604 | $322.0K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 604 | $322.1K | 0.11% | +130+27.4% | Added |
| Belpointe Asset Management LLC | 607 | $324.0K | 0.02% | −833−57.8% | Reduced |
| Shaker Investments LLC | 609 | $324.8K | 0.16% | +2+0.3% | Added |
| Pandora Wealth, Inc. | 613 | $327.0K | 0.22% | +613 | New |
| Sapient Capital LLC | 612 | $327.3K | 0.01% | −49−7.4% | Reduced |
| Scarborough Advisors, LLC | 614 | $327.8K | 0.05% | −122−16.6% | Reduced |
| Optima Capital LLC | 617 | $330.0K | 0.21% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 619 | $330.2K | 0.19% | −401−39.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 620 | $330.5K | 0.40% | +620 | New |
| Betterment LLC | 622 | $332.0K | 0.00% | +120+23.9% | Added |
| Riggs Asset Managment Co. Inc. | 623 | $332.4K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 626 | $334.0K | 0.04% | +65+11.6% | Added |
| Congress Asset Management Co | 629 | $335.6K | 0.00% | −892−58.6% | Reduced |
| Well Done, LLC | 590 | $336.1K | 0.06% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $336.4K | 0.11% | 00.0% | Unchanged |
| Asset Planning Corporation | 634 | $338.4K | 0.20% | +109+20.8% | Added |
| Sax Wealth Advisors, LLC | 635 | $338.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 637 | $339.8K | 0.01% | −38−5.6% | Reduced |
| Finivi Inc. | 643 | $343.1K | 0.28% | +141+28.1% | Added |
| XY Planning Network, Inc. | 644 | $343.6K | 0.23% | +13+2.1% | Added |
| Boston Trust Walden Corp | 645 | $344.1K | 0.00% | 00.0% | Unchanged |
| Ledyard National Bank | 647 | $345.2K | 0.03% | −6−0.9% | Reduced |
| Monterey Private Wealth, Inc. | 649 | $346.2K | 0.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 650 | $346.8K | 0.05% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $346.8K | 0.08% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $346.8K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 650 | $346.9K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 653 | $348.6K | 0.19% | +41+6.7% | Added |
| First Financial Bankshares Inc | 654 | $348.9K | 0.01% | −3−0.5% | Reduced |
| Principal Securities, Inc. | 613 | $349.2K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $349.4K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $350.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $352.1K | 0.02% | −249−27.4% | Reduced |
| Bridges Investment Management Inc | 660 | $352.1K | 0.01% | +660 | New |
| HBK Sorce Advisory LLC | 661 | $352.9K | 0.01% | +1+0.2% | Added |
| Wealth Alliance | 665 | $354.8K | 0.04% | −282−29.8% | Reduced |
| Patton Albertson Miller Group, LLC | 668 | $356.4K | 0.05% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 669 | $356.9K | 0.18% | −50−7.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 673 | $359.0K | 0.10% | −80−10.6% | Reduced |
| Colonial Trust Co | 673 | $359.1K | 0.06% | −18−2.6% | Reduced |
| Orion Capital Management LLC | 674 | $359.3K | 0.15% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 675 | $360.1K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 676 | $360.5K | 0.02% | −1,747−72.1% | Reduced |
| CRA Financial Services, LLC | 679 | $362.2K | 0.06% | +55+8.8% | Added |
| Benjamin Edwards Inc | 682 | $363.8K | 0.01% | +82+13.7% | Added |
| Capital Advisors Inc | 683 | $364.4K | 0.01% | −50−6.8% | Reduced |
| Milestone Asset Management, LLC | 683 | $364.7K | 0.08% | +49+7.7% | Added |
| Bedel Financial Consulting, Inc. | 687 | $364.8K | 0.05% | +30+4.6% | Added |
| REDW Wealth LLC | 684 | $364.9K | 0.14% | −9−1.3% | Reduced |
| Seven Mile Advisory | 687 | $366.5K | 0.24% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 688 | $367.0K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 689 | $367.5K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $367.6K | 0.19% | −25−3.5% | Reduced |
| South State Corp. | 690 | $368.3K | 0.02% | +250+56.8% | Added |
| Brand Asset Management Group, Inc. | 694 | $370.2K | 0.15% | −11−1.6% | Reduced |
| Carret Asset Management, LLC | 695 | $370.8K | 0.04% | 00.0% | Unchanged |
| WP Advisors, LLC | 697 | $371.7K | 0.12% | +3+0.4% | Added |
| Measured Risk Portfolios, Inc. | 697 | $371.8K | 0.40% | −46−6.2% | Reduced |
| Zacks Investment Management | 697 | $371.9K | 0.00% | +68+10.8% | Added |
| Retirement Planning Co of New England, Inc. | 697 | $372.0K | 0.19% | 00.0% | Unchanged |
| Mathes Company, Inc. | 700 | $373.0K | 0.15% | −150−17.6% | Reduced |