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 |
|---|---|---|---|---|---|
| German American Bancorp, Inc. | 1,242 | $662.9K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,243 | $663.1K | 0.13% | −9−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 1,245 | $664.0K | 0.23% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,245 | $664.2K | 0.53% | −17−1.3% | Reduced |
| Peterson Wealth Services | 1,247 | $665.3K | 0.21% | −5,100−80.4% | Reduced |
| WealthPLAN Partners, LLC | 1,248 | $665.8K | 0.09% | −28−2.2% | Reduced |
| Single Point Partners, LLC | 1,248 | $666.0K | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,249 | $666.8K | 0.01% | +155+14.2% | Added |
| Bridgewater Advisors Inc. | 1,278 | $667.0K | 0.06% | +1,278 | New |
| L & S Advisors Inc | 1,251 | $667.3K | 0.08% | +24+2.0% | Added |
| STAR Financial Bank | 1,251 | $667.4K | 0.49% | −98−7.3% | Reduced |
| Panoramic Capital Partners, LLC | 1,428 | $668.6K | 0.69% | +97+7.3% | Added |
| Avalon Trust Co | 1,254 | $669.0K | 0.05% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,263 | $674.0K | 0.32% | +199+18.7% | Added |
| TCI Wealth Advisors, Inc. | 1,268 | $676.5K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 1,270 | $677.5K | 0.02% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,276 | $680.7K | 0.02% | −15−1.2% | Reduced |
| Roberts Glore & Co Inc | 1,288 | $687.1K | 0.21% | −868−40.3% | Reduced |
| One Capital Management, LLC | 1,288 | $687.6K | 0.02% | +8+0.6% | Added |
| Peak Planning Group, LLC | 1,291 | $688.5K | 0.29% | −49−3.7% | Reduced |
| Fiduciary Alliance LLC | 1,295 | $690.9K | 0.07% | −9−0.7% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $692.7K | 0.61% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,307 | $697.0K | 0.03% | 00.0% | Unchanged |
| Stanich Group LLC | 1,311 | $699.6K | 0.52% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,312 | $700.0K | 0.01% | −378−22.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,318 | $703.2K | 0.01% | −58−4.2% | Reduced |
| Long Road Investment Counsel, LLC | 1,320 | $704.2K | 0.27% | −270−17.0% | Reduced |
| Viawealth, LLC | 1,325 | $706.9K | 0.44% | −55−4.0% | Reduced |
| Bell Bank | 1,335 | $712.2K | 0.04% | −63−4.5% | Reduced |
| Venture Visionary Partners LLC | 1,337 | $713.3K | 0.03% | +4+0.3% | Added |
| Gator Capital Management, LLC | 1,339 | $714.3K | 0.27% | −272−16.9% | Reduced |
| Blue Barn Wealth, LLC | 1,352 | $721.3K | 0.38% | −26−1.9% | Reduced |
| L.M. Kohn & Company | 1,353 | $721.6K | 0.19% | +8+0.6% | Added |
| Ashford Advisors, LLC | 1,361 | $726.1K | 0.18% | +1,361 | New |
| Round Rock Advisors, LLC | 1,362 | $726.8K | 0.13% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,364 | $727.5K | 0.41% | −201−12.8% | Reduced |
| Harmony Asset Management LLC | 1,369 | $730.3K | 0.31% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,370 | $731.0K | 0.35% | +3+0.2% | Added |
| McGuire Investment Group, LLC | 1,371 | $731.4K | 0.11% | 00.0% | Unchanged |
| M. Kraus & Co | 1,375 | $733.5K | 0.22% | −325−19.1% | Reduced |
| Fca Corp | 1,380 | $736.2K | 0.23% | 00.0% | Unchanged |
| City National Bank of Florida | 1,386 | $739.4K | 0.67% | +122+9.7% | Added |
| Tennessee Valley Asset Management Partners | 1,386 | $739.6K | 0.12% | −9−0.6% | Reduced |
| Leisure Capital Management | 1,390 | $741.5K | 0.30% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,389 | $743.0K | 0.19% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,393 | $743.1K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,393 | $743.1K | 0.18% | +1,353+3,382.5% | Added |
| Lam Group, Inc. | 1,400 | $746.9K | 0.55% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,401 | $747.3K | 0.02% | +501+55.7% | Added |
| Berkshire Money Management, Inc. | 1,401 | $747.5K | 0.08% | −4−0.3% | Reduced |
| First City Capital Management, Inc. | 1,402 | $747.9K | 0.45% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,408 | $751.1K | 0.60% | −55−3.8% | Reduced |
| Arkadios Wealth Advisors | 1,411 | $752.9K | 0.03% | +43+3.1% | Added |
| BankPlus Trust Department | 1,414 | $754.3K | 0.25% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,414 | $754.4K | 0.31% | +71+5.3% | Added |
| Clarius Group, LLC | 1,426 | $760.7K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,431 | $763.4K | 0.52% | −117−7.6% | Reduced |
| Providence First Trust Co | 1,431 | $763.4K | 0.31% | −52−3.5% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $766.6K | 0.46% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,437 | $766.6K | 0.08% | +469+48.5% | Added |
| Davies Financial Advisors, Inc. | 1,440 | $768.0K | 0.65% | +948+192.7% | Added |
| Cascade Financial Partners, LLC | 1,440 | $768.2K | 0.10% | −85−5.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,441 | $768.9K | 0.01% | −5−0.3% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $770.1K | 0.21% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,445 | $771.1K | 0.20% | −10,646−88.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,449 | $771.3K | 0.12% | −117−7.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,447 | $772.1K | 0.05% | −6−0.4% | Reduced |
| Grimes & Company, Inc. | 1,449 | $772.8K | 0.02% | +4+0.3% | Added |
| Petix & Botte Co | 1,450 | $773.5K | 0.20% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,454 | $775.9K | 0.30% | +4+0.3% | Added |
| M3 Advisory Group, LLC | 1,470 | $784.0K | 0.62% | +18+1.2% | Added |
| Rialto Wealth Management, LLC | 1,473 | $785.8K | 0.25% | +6+0.4% | Added |
| XTX Topco Ltd | 1,476 | $787.4K | 0.04% | +1,476 | New |
| General Partner, Inc. | 1,484 | $791.7K | 0.52% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,497 | $800.6K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $801.3K | 0.31% | 00.0% | Unchanged |
| Vista Investment Management | 1,503 | $801.8K | 0.31% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 1,508 | $804.5K | 0.34% | −487−24.4% | Reduced |
| Clarendon Private LLC | 1,510 | $805.3K | 0.85% | +6+0.4% | Added |
| Spectrum Wealth Counsel, LLC | 1,525 | $813.6K | 0.10% | −242−13.7% | Reduced |
| American Money Management, LLC | 1,534 | $818.4K | 0.16% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $820.0K | 0.73% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $824.2K | 0.23% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,560 | $832.3K | 0.11% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,566 | $835.6K | 0.05% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,566 | $835.6K | 0.35% | −5−0.3% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,470 | $837.4K | 0.56% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,600 | $854.0K | 0.13% | −400−20.0% | Reduced |
| Rockland Trust Co | 1,601 | $854.1K | 0.04% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 1,602 | $854.8K | 0.16% | +3+0.2% | Added |
| Prosperity Planning, Inc. | 1,616 | $862.1K | 0.27% | −27−1.6% | Reduced |
| Harvest Investment Services, LLC | 1,620 | $864.2K | 0.24% | −1,450−47.2% | Reduced |
| Gsa Capital Partners LLP | 1,629 | $869.0K | 0.08% | −568−25.9% | Reduced |
| Sachetta, LLC | 1,629 | $869.2K | 0.36% | −73−4.3% | Reduced |
| Orgel Wealth Management, LLC | 1,634 | $871.7K | 0.02% | −3−0.2% | Reduced |
| Pettinga Financial Advisors, LLC | 1,636 | $872.8K | 0.21% | +135+9.0% | Added |
| Vista Wealth Management Group, LLC | 1,642 | $876.0K | 0.06% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,638 | $876.0K | 0.08% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,643 | $878.4K | 0.19% | +6+0.4% | Added |
| Alesco Advisors LLC | 1,649 | $879.7K | 0.03% | +95+6.1% | Added |