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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 915 | $488.1K | 0.05% | −2−0.2% | Reduced |
| Connors Investor Services Inc | 915 | $488.1K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 919 | $490.4K | 0.02% | −6−0.6% | Reduced |
| Trillium Asset Management, LLC | 920 | $491.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 924 | $492.9K | 0.08% | +924 | New |
| Kingswood Wealth Advisors, LLC | 923 | $493.0K | 0.05% | −182−16.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $493.5K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 925 | $493.5K | 0.04% | +173+23.0% | Added |
| 3EDGE Asset Management, LP | 932 | $497.1K | 0.03% | −155−14.3% | Reduced |
| Canal Capital Management, LLC | 938 | $500.4K | 0.08% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 943 | $503.1K | 0.06% | +127+15.6% | Added |
| JNBA Financial Advisors | 943 | $503.1K | 0.05% | −22−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 945 | $504.2K | 0.01% | +191+25.3% | Added |
| Valeo Financial Advisors, LLC | 949 | $505.7K | 0.01% | +70+8.0% | Added |
| Fortress Wealth Group, LLC | 977 | $509.8K | 0.25% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 958 | $509.9K | 0.02% | −3,750−79.7% | Reduced |
| SevenBridge Financial Group, LLC | 917 | $511.3K | 0.10% | 00.0% | Unchanged |
| Eagle Strategies LLC | 960 | $512.3K | 0.09% | +65+7.3% | Added |
| Maren Capital LLC | 964 | $514.3K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 965 | $514.8K | 0.00% | +965 | New |
| MEMBERS Trust Co | 966 | $515.3K | 0.02% | +966 | New |
| Leo Wealth, LLC | 975 | $520.1K | 0.07% | +1+0.1% | Added |
| TFG Advisers LLC | 981 | $523.1K | 0.19% | +28+2.9% | Added |
| Vishria Bird Financial Group, LLC | 989 | $527.6K | 0.18% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $528.4K | 0.07% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 991 | $528.7K | 0.43% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $530.3K | 0.40% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $533.0K | 0.24% | 00.0% | Unchanged |
| Cypress Capital, LLC | 999 | $533.1K | 0.15% | +999 | New |
| Douglass Winthrop Advisors, LLC | 1,000 | $533.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $533.5K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,007 | $537.5K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,050 | $537.8K | 0.02% | −146−12.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,014 | $540.7K | 0.09% | +2+0.2% | Added |
| Capital Investment Advisors, LLC | 1,014 | $541.1K | 0.01% | −102−9.1% | Reduced |
| Baxter Bros Inc | 1,023 | $545.8K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,023 | $545.8K | 0.01% | +42+4.3% | Added |
| United Bank | 1,025 | $546.8K | 0.07% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,026 | $547.6K | 0.06% | −38−3.6% | Reduced |
| WorthPointe, LLC | 1,032 | $550.6K | 0.25% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,036 | $552.7K | 0.03% | −42−3.9% | Reduced |
| SJA Financial Advisory, LLC | 1,038 | $553.7K | 0.41% | −33−3.1% | Reduced |
| GW&K Investment Management, LLC | 1,039 | $554.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 1,039 | $554.3K | 0.02% | −15−1.4% | Reduced |
| Compass Planning Associates Inc | 1,044 | $557.0K | 0.56% | +1+0.1% | Added |
| StoneX Group Inc. | 1,047 | $559.5K | 0.03% | +125+13.6% | Added |
| First Western Trust Bank | 1,055 | $562.8K | 0.03% | +106+11.2% | Added |
| Keystone Global Partners, LLC | 1,067 | $569.2K | 0.40% | +1,067 | New |
| WealthShield Partners, LLC | 1,071 | $572.7K | 0.07% | −33−3.0% | Reduced |
| Mirador Capital Partners LP | 1,074 | $573.0K | 0.10% | +103+10.6% | Added |
| Royal Fund Management, LLC | 1,075 | $573.5K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,075 | $573.8K | 0.07% | −4−0.4% | Reduced |
| Fagan Associates, Inc. | 1,077 | $574.6K | 0.10% | −39−3.5% | Reduced |
| TCG Advisory Services, LLC | 1,079 | $575.6K | 0.02% | −2,000−65.0% | Reduced |
| Genesis Wealth Advisors, LLC | 1,081 | $576.7K | 0.47% | −50−4.4% | Reduced |
| NewEdge Wealth, LLC | 1,084 | $578.5K | 0.01% | −12,991−92.3% | Reduced |
| Flynn Zito Capital Management, LLC | 1,087 | $580.0K | 0.27% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,089 | $581.0K | 0.07% | 00.0% | Unchanged |
| Legacy Trust | 1,091 | $582.0K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,096 | $584.7K | 0.05% | −7−0.6% | Reduced |
| Advisors Capital Management, LLC | 1,097 | $585.2K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,111 | $592.8K | 0.01% | +72+6.9% | Added |
| BSW Wealth Partners | 1,118 | $596.4K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,120 | $597.5K | 0.07% | −19−1.7% | Reduced |
| GSB Wealth Management, LLC | 1,122 | $598.6K | 0.16% | −153−12.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,125 | $600.2K | 0.03% | −21−1.8% | Reduced |
| Seelaus Asset Management LLC | 1,134 | $605.0K | 0.58% | −145−11.3% | Reduced |
| New Hampshire Trust | 1,134 | $605.0K | 0.14% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,200 | $606.6K | 0.11% | +800+200.0% | Added |
| Rathbone Brothers plc | 1,140 | $608.2K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,143 | $609.8K | 0.15% | +1,143 | New |
| Opulen Financial Group LLC | 1,154 | $615.8K | 0.56% | +47+4.2% | Added |
| Evoke Wealth, LLC | 1,152 | $615.9K | 0.02% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,156 | $616.7K | 0.15% | +21+1.9% | Added |
| FCG Investment Co | 1,159 | $618.3K | 0.39% | +72+6.6% | Added |
| Jacksonville Wealth Management, LLC | 1,162 | $619.6K | 0.61% | −46−3.8% | Reduced |
| Pacific Sun Financial Corp | 1,165 | $621.5K | 0.35% | +15+1.3% | Added |
| Moment Partners, LLC | 1,168 | $623.1K | 0.12% | +45+4.0% | Added |
| Kanawha Capital Management LLC | 1,169 | $623.6K | 0.05% | −55−4.5% | Reduced |
| Western Wealth Management, LLC | 1,177 | $627.9K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,182 | $630.6K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,183 | $631.1K | 0.09% | −7−0.6% | Reduced |
| Paloma Partners Management Co | 1,189 | $634.3K | 0.12% | +1,189 | New |
| Sage Mountain Advisors LLC | 1,190 | $634.8K | 0.05% | −898−43.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $635.4K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,192 | $635.9K | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,194 | $637.1K | 0.06% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 1,196 | $638.0K | 0.16% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,196 | $638.0K | 0.22% | +744+164.6% | Added |
| Trust Co of Vermont | 1,200 | $640.2K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $649.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,217 | $649.4K | 0.05% | +170+16.2% | Added |
| BLB&B Advisors, LLC | 1,219 | $650.3K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $650.5K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,220 | $650.8K | 0.13% | −500−29.1% | Reduced |
| Kaydan Wealth Management, Inc. | 1,220 | $650.8K | 0.21% | −16−1.3% | Reduced |
| Garrett Investment Advisors LLC | 1,225 | $653.5K | 0.06% | +20+1.7% | Added |
| HM Payson & Co | 1,228 | $655.1K | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,235 | $658.8K | 0.13% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,237 | $659.9K | 0.36% | +4+0.3% | Added |