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 | 1,127 | $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 |
|---|---|---|---|---|---|
| LCNB Corp | 1,655 | $882.9K | 0.33% | −40−2.4% | Reduced |
| Jordan Park Group LLC | 1,664 | $887.7K | 0.06% | −1,186−41.6% | Reduced |
| Legacy Private Trust Co. | 1,666 | $888.8K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,671 | $891.3K | 0.11% | −99−5.6% | Reduced |
| Quadrant Capital Group LLC | 1,680 | $896.2K | 0.03% | +28+1.7% | Added |
| Paragon Capital Management Ltd | 1,700 | $906.9K | 0.19% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,717 | $916.0K | 0.01% | +213+14.2% | Added |
| Moors & Cabot, Inc. | 1,723 | $919.2K | 0.05% | −2−0.1% | Reduced |
| Fiera Capital Corp | 1,725 | $920.3K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,725 | $920.3K | 0.04% | +174+11.2% | Added |
| Credit Agricole S A | 1,725 | $920.3K | 0.00% | +1,725 | New |
| Darrow Company, Inc. | 1,730 | $922.9K | 0.51% | −1,327−43.4% | Reduced |
| Wood Tarver Financial Group, LLC | 1,730 | $922.9K | 0.30% | −25−1.4% | Reduced |
| E&G Advisors, LP | 1,734 | $925.1K | 0.26% | +497+40.2% | Added |
| Carolinas Wealth Consulting LLC | 1,739 | $927.6K | 0.20% | 00.0% | Unchanged |
| Lynch & Associates | 1,740 | $928.3K | 0.20% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,744 | $930.5K | 0.03% | −31−1.7% | Reduced |
| Parsons Capital Management Inc | 1,753 | $935.2K | 0.05% | +13+0.7% | Added |
| Sebold Capital Management, Inc. | 1,773 | $945.9K | 0.62% | −55−3.0% | Reduced |
| Old North State Trust, LLC | 1,671 | $952.0K | 0.61% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,777 | $953.3K | 0.02% | +342+23.8% | Added |
| Pettyjohn, Wood & White, Inc | 1,790 | $954.9K | 0.18% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,804 | $962.1K | 0.22% | −11−0.6% | Reduced |
| Peterson Wealth Management | 1,816 | $969.0K | 0.65% | +60+3.4% | Added |
| BancorpSouth Bank | 1,818 | $969.9K | 0.07% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,819 | $970.4K | 0.08% | +63+3.6% | Added |
| SFM, LLC | 1,825 | $973.6K | 0.72% | −69−3.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,832 | $977.3K | 0.03% | −518−22.0% | Reduced |
| Financial Partners Group, LLC | 1,832 | $977.3K | 0.42% | −256−12.3% | Reduced |
| Beacon Financial Advisory LLC | 1,832 | $977.4K | 0.30% | −20−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,838 | $982.2K | 0.06% | −2−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,855 | $989.6K | 0.04% | −188−9.2% | Reduced |
| Bremer Bank National Association | 1,858 | $991.2K | 0.18% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,868 | $996.5K | 0.24% | −42−2.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $997.6K | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.00M | 0.45% | −74−3.8% | Reduced |
| ZRC Wealth Management, LLC | 1,878 | $1.00M | 0.43% | −1−0.1% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.01M | 0.59% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,894 | $1.01M | 0.82% | −51−2.6% | Reduced |
| Berger Financial Group, Inc | 1,907 | $1.02M | 0.07% | +926+94.4% | Added |
| Koss-Olinger Consulting, LLC | 1,910 | $1.02M | 0.09% | +1,910 | New |
| White Pine Capital LLC | 1,929 | $1.03M | 0.36% | −9−0.5% | Reduced |
| CX Institutional | 1,935 | $1.03M | 0.04% | −74−3.7% | Reduced |
| Simplicity Wealth,LLC | 1,935 | $1.03M | 0.08% | +671+53.1% | Added |
| Appleton Partners Inc | 1,941 | $1.03M | 0.08% | +963+98.5% | Added |
| Stephens Inc | 1,941 | $1.04M | 0.02% | +340+21.2% | Added |
| Evanson Asset Management, LLC | 1,949 | $1.04M | 0.08% | −3−0.2% | Reduced |
| Glassman Wealth Services | 1,955 | $1.04M | 0.17% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,956 | $1.04M | 0.03% | +50+2.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.04M | 0.36% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.05M | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,962 | $1.05M | 0.08% | −133−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,968 | $1.05M | 0.06% | −280−12.5% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.05M | 0.41% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,979 | $1.06M | 0.22% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,981 | $1.06M | 0.03% | −47−2.3% | Reduced |
| Founders Financial Securities LLC | 2,035 | $1.06M | 0.09% | −23−1.1% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.06M | 0.48% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.06M | 0.38% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,993 | $1.06M | 0.61% | +478+31.6% | Added |
| Brighton Jones LLC | 1,995 | $1.06M | 0.03% | −45−2.2% | Reduced |
| Capital Planning Advisors, LLC | 2,000 | $1.07M | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.07M | 0.06% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 2,022 | $1.08M | 1.03% | −70−3.3% | Reduced |
| Taylor Financial Group, Inc. | 2,024 | $1.08M | 0.75% | −75−3.6% | Reduced |
| Maltin Wealth Management, Inc. | 2,034 | $1.08M | 0.51% | +86+4.4% | Added |
| Marion Wealth Management | 2,035 | $1.09M | 0.29% | +4+0.2% | Added |
| High Falls Advisors, Inc | 2,038 | $1.09M | 0.26% | −600−22.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,043 | $1.09M | 0.26% | +154+8.2% | Added |
| Bradley Foster & Sargent Inc | 2,048 | $1.09M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,050 | $1.09M | 0.02% | −318−13.4% | Reduced |
| Pacific Financial Group Inc | 2,063 | $1.10M | 0.89% | +31+1.5% | Added |
| OneAscent Financial Services LLC | 2,052 | $1.10M | 0.07% | +581+39.5% | Added |
| Jennison Associates LLC | 2,072 | $1.11M | 0.00% | −237−10.3% | Reduced |
| SOL Capital Management CO | 2,075 | $1.11M | 0.12% | +2+0.1% | Added |
| JFS Wealth Advisors, LLC | 2,086 | $1.11M | 0.08% | +52+2.6% | Added |
| Bank of Hawaii | 2,087 | $1.11M | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,090 | $1.12M | 0.31% | +6+0.3% | Added |
| Emprise Bank | 2,096 | $1.12M | 0.60% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,101 | $1.12M | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,110 | $1.13M | 0.04% | −2−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,110 | $1.13M | 0.01% | +713+51.0% | Added |
| Lyell Wealth Management, LP | 2,111 | $1.13M | 0.11% | −106−4.8% | Reduced |
| Braun Stacey Associates Inc | 2,123 | $1.13M | 0.05% | −239−10.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,125 | $1.13M | 0.02% | +5+0.2% | Added |
| We Are One Seven, LLC | 2,133 | $1.14M | 0.04% | −80−3.6% | Reduced |
| AlphaStar Capital Management, LLC | 2,135 | $1.14M | 0.11% | +53+2.5% | Added |
| Plancorp, LLC | 2,163 | $1.15M | 0.05% | +1,160+115.7% | Added |
| Choate Investment Advisors | 2,184 | $1.17M | 0.03% | −303−12.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,187 | $1.17M | 0.22% | +362+19.8% | Added |
| Tompkins Financial Corp | 2,191 | $1.17M | 0.11% | +287+15.1% | Added |
| Gryphon Financial Partners LLC | 2,201 | $1.17M | 0.17% | +36+1.7% | Added |
| Kennebec Savings Bank | 2,210 | $1.18M | 1.25% | −26−1.2% | Reduced |
| Wedbush Securities Inc | 2,216 | $1.18M | 0.04% | +2+0.1% | Added |
| Atria Investments LLC | 2,219 | $1.18M | 0.02% | −3,803−63.2% | Reduced |
| Howe & Rusling Inc | 2,242 | $1.20M | 0.10% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,244 | $1.20M | 0.00% | +2,244 | New |
| Warner Financial, Inc | 2,247 | $1.20M | 0.53% | −13−0.6% | Reduced |
| Pasadena Private Wealth, LLC | 2,250 | $1.20M | 0.23% | +2,250 | New |
| SOA Wealth Advisors, LLC. | 2,251 | $1.20M | 0.25% | 00.0% | Unchanged |