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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 701 | $374.0K | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 702 | $374.0K | 0.01% | +702 | New |
| Black Diamond Financial, LLC | 702 | $374.5K | 0.06% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $375.0K | 0.33% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 703 | $375.0K | 0.09% | +703 | New |
| Watershed Private Wealth LLC | 705 | $376.1K | 0.15% | −12−1.7% | Reduced |
| US Financial Advisors, LLC | 705 | $376.1K | 0.11% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $376.6K | 0.20% | 00.0% | Unchanged |
| Field & Main Bank | 713 | $380.4K | 0.13% | +713 | New |
| Texas Capital Bank Wealth Management Services Inc | 717 | $382.5K | 0.04% | −45−5.9% | Reduced |
| Sunpointe, LLC | 717 | $383.3K | 0.20% | +25+3.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 715 | $383.7K | 0.03% | +160+28.8% | Added |
| Objectivity Squared, LLC | 774 | $385.0K | 0.32% | +3+0.4% | Added |
| Norden Group LLC | 723 | $385.7K | 0.04% | +22+3.1% | Added |
| John W. Brooker & Co., CPAs | 730 | $389.4K | 0.16% | +1+0.1% | Added |
| Ardent Capital Management, Inc. | 730 | $389.4K | 0.17% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 732 | $390.5K | 0.39% | −75−9.3% | Reduced |
| Gladstone Institutional Advisory LLC | 734 | $391.6K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 735 | $392.1K | 0.10% | −8−1.1% | Reduced |
| Howard Capital Management Group, LLC | 735 | $392.1K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 737 | $394.1K | 0.05% | 00.0% | Unchanged |
| Cadinha & Co LLC | 742 | $395.8K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $399.0K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 748 | $399.0K | 0.07% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 750 | $400.1K | 0.20% | +1+0.1% | Added |
| Neumann Capital Management, LLC | 750 | $400.1K | 0.14% | −150−16.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 755 | $403.8K | 0.02% | +89+13.4% | Added |
| North Star Asset Management Inc | 757 | $403.8K | 0.02% | +57+8.1% | Added |
| River Street Advisors LLC | 761 | $406.0K | 0.20% | −57−7.0% | Reduced |
| Wealth Architects, LLC | 764 | $407.6K | 0.04% | −1−0.1% | Reduced |
| United Community Bank | 766 | $408.6K | 0.15% | +165+27.5% | Added |
| Ayrshire Capital Management LLC | 767 | $409.2K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 768 | $409.7K | 0.03% | +1+0.1% | Added |
| Founders Grove Wealth Partners, LLC | 778 | $415.0K | 0.12% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $416.1K | 0.23% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $416.1K | 0.23% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 781 | $416.4K | 0.01% | +166+27.0% | Added |
| Rise Advisors, LLC | 784 | $418.4K | 0.18% | +103+15.1% | Added |
| Cullen/Frost Bankers, Inc. | 788 | $420.4K | 0.01% | −113−12.5% | Reduced |
| Maxele Advisors, LLC | 790 | $421.4K | 0.41% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 791 | $422.0K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 791 | $422.0K | 0.08% | +75+10.5% | Added |
| Tudor Financial Inc. | 796 | $424.6K | 0.26% | −1,700−68.1% | Reduced |
| Verdence Capital Advisors LLC | 797 | $425.2K | 0.03% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $425.7K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $425.7K | 0.07% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 799 | $426.3K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $426.3K | 0.08% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 800 | $426.8K | 1.65% | −3,000−78.9% | Reduced |
| Marquette Asset Management, LLC | 800 | $426.8K | 0.08% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $426.8K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 804 | $428.8K | 0.08% | +2+0.2% | Added |
| Sigma Investment Counselors Inc | 804 | $428.9K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 804 | $429.2K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 802 | $429.6K | 0.15% | −27−3.3% | Reduced |
| Scientech Research LLC | 806 | $430.0K | 0.11% | +806 | New |
| Parcion Private Wealth LLC | 810 | $432.1K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 814 | $434.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 839 | $434.2K | 0.01% | −2,918−77.7% | Reduced |
| Apollon Financial, LLC | 817 | $435.6K | 0.10% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $436.0K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 831 | $443.3K | 0.31% | +831 | New |
| Institute for Wealth Management, LLC. | 832 | $443.8K | 0.06% | +192+30.0% | Added |
| Redwood Park Advisors LLC | 835 | $445.5K | 0.37% | −45−5.1% | Reduced |
| Harbour Investment Management LLC | 833 | $445.6K | 0.20% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $446.5K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 840 | $448.1K | 0.21% | −5−0.6% | Reduced |
| Missouri Trust & Investment Co | 841 | $448.7K | 0.16% | −40−4.5% | Reduced |
| Platform Technology Partners | 841 | $448.7K | 0.13% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 849 | $452.9K | 0.08% | −62−6.8% | Reduced |
| Duncker Streett & Co Inc | 849 | $453.0K | 0.09% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 852 | $454.5K | 0.21% | −2−0.2% | Reduced |
| Litman Gregory Asset Management LLC | 852 | $454.5K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 854 | $455.5K | 0.04% | +2+0.2% | Added |
| Rockline Wealth Management, LLC | 855 | $456.1K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 856 | $456.7K | 0.09% | −327−27.6% | Reduced |
| Red Door Wealth Management, LLC | 860 | $458.8K | 0.07% | −373−30.3% | Reduced |
| Montis Financial, LLC | 861 | $459.6K | 0.14% | +3+0.3% | Added |
| Ancora Advisors, LLC | 862 | $459.8K | 0.01% | +35+4.2% | Added |
| Woodmont Investment Counsel LLC | 863 | $460.1K | 0.03% | +60+7.5% | Added |
| Abound Financial, LLC | 864 | $460.9K | 0.23% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 866 | $462.0K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 870 | $464.3K | 0.03% | +194+28.7% | Added |
| Evernest Financial Advisors, LLC | 871 | $464.7K | 0.17% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $466.0K | 0.15% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $466.3K | 0.03% | 00.0% | Unchanged |
| Apeiron RIA LLC | 874 | $466.4K | 0.14% | +135+18.3% | Added |
| Brightwater Advisory LLC | 877 | $467.9K | 0.37% | +92+11.7% | Added |
| Trexquant Investment LP | 886 | $472.7K | 0.01% | +161+22.2% | Added |
| Glenview Trust Co | 887 | $473.2K | 0.01% | −19−2.1% | Reduced |
| Creekside Partners | 892 | $475.9K | 0.25% | +2+0.2% | Added |
| Commonwealth Financial Services, LLC | 895 | $477.7K | 0.10% | +180+25.2% | Added |
| Concurrent Investment Advisors, LLC | 897 | $478.3K | 0.01% | −1,101−55.1% | Reduced |
| McCarthy & Cox | 897 | $478.7K | 0.21% | +76+9.3% | Added |
| Henderson Brothers Financial Partners, LLC | 796 | $480.2K | 0.24% | +796 | New |
| Vertex Planning Partners, LLC | 900 | $480.2K | 0.10% | 00.0% | Unchanged |
| First PREMIER Bank | 902 | $481.0K | 0.12% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 905 | $482.8K | 0.02% | −40−4.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 906 | $483.1K | 0.10% | +1+0.1% | Added |
| IFP Advisors, Inc | 909 | $484.6K | 0.01% | +48+5.6% | Added |