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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 2,263 | $1.21M | 0.48% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,285 | $1.22M | 0.33% | −124−5.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,298 | $1.23M | 0.10% | +266+13.1% | Added |
| American Capital Advisory, LLC | 2,301 | $1.23M | 0.66% | −53−2.3% | Reduced |
| GAMMA Investing LLC | 2,303 | $1.23M | 0.09% | +2,070+888.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,304 | $1.23M | 0.52% | +3+0.1% | Added |
| Kingsview Wealth Management, LLC | 2,321 | $1.24M | 0.02% | −172−6.9% | Reduced |
| Renaissance Investment Group LLC | 2,373 | $1.27M | 0.31% | −4,506−65.5% | Reduced |
| Zhang Financial LLC | 2,379 | $1.27M | 0.07% | +155+7.0% | Added |
| Axxcess Wealth Management, LLC | 2,388 | $1.27M | 0.03% | +18+0.8% | Added |
| Independent Financial Group, LLC | 2,390 | $1.27M | 0.04% | −242−9.2% | Reduced |
| Altfest L J & Co Inc | 2,402 | $1.28M | 0.16% | −22,067−90.2% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.28M | 0.13% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,410 | $1.29M | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,414 | $1.29M | 0.23% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,435 | $1.30M | 0.03% | −15−0.6% | Reduced |
| Middleton & Co Inc | 2,436 | $1.30M | 0.15% | 00.0% | Unchanged |
| Compass Capital Corp | 2,672 | $1.30M | 0.68% | +48+1.8% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,458 | $1.31M | 0.66% | −60−2.4% | Reduced |
| Valmark Advisers, Inc. | 2,466 | $1.32M | 0.02% | −86−3.4% | Reduced |
| Sentinus, LLC | 2,468 | $1.32M | 0.37% | +38+1.6% | Added |
| Two Sigma Securities, LLC | 2,468 | $1.32M | 0.20% | +2,468 | New |
| Stock Yards Bank & Trust Co | 2,471 | $1.32M | 0.05% | −180−6.8% | Reduced |
| Sunbeam Capital Management, LLC | 2,472 | $1.32M | 1.26% | −42−1.7% | Reduced |
| Spire Wealth Management | 2,475 | $1.32M | 0.04% | +13+0.5% | Added |
| Summit Trail Advisors, LLC | 2,474 | $1.32M | 0.04% | +200+8.8% | Added |
| Sunflower Bank, N.A. | 2,482 | $1.32M | 0.37% | −19−0.8% | Reduced |
| SK Wealth Management, LLC | 2,713 | $1.33M | 0.71% | +9+0.3% | Added |
| Beaumont Financial Advisors, LLC | 2,497 | $1.33M | 0.10% | −20−0.8% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.33M | 0.47% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,500 | $1.33M | 0.00% | +2,500 | New |
| Ullmann Financial Group, Inc. | 2,504 | $1.34M | 0.18% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,506 | $1.34M | 0.41% | −72−2.8% | Reduced |
| Manchester Capital Management LLC | 2,528 | $1.35M | 0.17% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,557 | $1.36M | 0.04% | −19−0.7% | Reduced |
| Equitable Trust Co | 2,560 | $1.37M | 0.08% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,612 | $1.40M | 0.17% | +41+1.6% | Added |
| Zions Bancorporation, National Association | 2,625 | $1.40M | 0.09% | +2,625 | New |
| Essex Financial Services, Inc. | 2,627 | $1.40M | 0.10% | +53+2.1% | Added |
| TD Private Client Wealth LLC | 2,637 | $1.41M | 0.04% | −1,200−31.3% | Reduced |
| Disciplined Investments, LLC | 2,655 | $1.42M | 0.65% | +7+0.3% | Added |
| ARK & TLK Investments, LLC | 2,665 | $1.42M | 0.50% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,686 | $1.43M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,688 | $1.43M | 0.04% | +2,688 | New |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.44M | 0.16% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,700 | $1.44M | 0.09% | +19+0.7% | Added |
| Osborne Partners Capital Management, LLC | 2,701 | $1.44M | 0.08% | −67−2.4% | Reduced |
| ARS Investment Partners, LLC | 2,535 | $1.44M | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,727 | $1.46M | 0.08% | +252+10.2% | Added |
| GEM Asset Management, LLC | 2,724 | $1.46M | 0.82% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.46M | 0.82% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.46M | 0.49% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,739 | $1.46M | 0.63% | −28−1.0% | Reduced |
| Edge Financial Advisors LLC | 2,760 | $1.47M | 0.93% | +9+0.3% | Added |
| Hardy Reed LLC | 2,775 | $1.48M | 0.13% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,784 | $1.49M | 0.00% | −87−3.0% | Reduced |
| Millstone Evans Group, LLC | 2,790 | $1.49M | 1.01% | −73−2.5% | Reduced |
| XML Financial, LLC | 2,791 | $1.49M | 0.14% | −37−1.3% | Reduced |
| Deutsche Bank AG | 2,803 | $1.50M | 0.00% | −33−1.2% | Reduced |
| Aspen Investment Management Inc | 2,831 | $1.51M | 0.70% | −114−3.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,689 | $1.52M | 0.06% | −1,300−32.6% | Reduced |
| Focus Financial Network, Inc. | 2,872 | $1.53M | 0.06% | −270−8.6% | Reduced |
| Crestwood Advisors Group LLC | 2,927 | $1.56M | 0.03% | +1,586+118.3% | Added |
| HRT Financial LP | 2,959 | $1.58M | 0.01% | +2,551+625.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.58M | 0.40% | 00.0% | Unchanged |
| Regions Financial Corp | 2,958 | $1.58M | 0.01% | −96−3.1% | Reduced |
| Northwest Bancshares, Inc. | 2,966 | $1.58M | 0.29% | −57−1.9% | Reduced |
| Compass Wealth Management LLC | 2,966 | $1.58M | 0.40% | −17−0.6% | Reduced |
| SlateStone Wealth, LLC | 2,985 | $1.59M | 0.16% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,986 | $1.59M | 1.07% | −4−0.1% | Reduced |
| Price T Rowe Associates Inc | 2,998 | $1.60M | 0.00% | −1,037−25.7% | Reduced |
| Black Maple Capital Management LP | 3,000 | $1.60M | 1.26% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,000 | $1.60M | 0.14% | +1,523+103.1% | Added |
| AlTi Global, Inc. | 3,004 | $1.61M | 0.04% | −174−5.5% | Reduced |
| Hilltop Holdings Inc. | 3,024 | $1.61M | 0.10% | +1,035+52.0% | Added |
| Brinker Capital Investments, LLC | 3,046 | $1.63M | 0.02% | +379+14.2% | Added |
| Orion Portfolio Solutions, LLC | 3,046 | $1.63M | 0.02% | +379+14.2% | Added |
| Insigneo Advisory Services, LLC | 3,055 | $1.63M | 0.17% | −1,594−34.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,072 | $1.64M | 0.06% | −142−4.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,100 | $1.65M | 0.30% | +242+8.5% | Added |
| Embree Financial Group | 3,103 | $1.66M | 0.28% | −195−5.9% | Reduced |
| Tiemann Investment Advisors, LLC | 3,108 | $1.66M | 0.75% | −30−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.68M | 0.10% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,164 | $1.69M | 1.08% | −209−6.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,191 | $1.70M | 0.06% | +3,191 | New |
| Oxford Financial Group Ltd | 3,192 | $1.70M | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,198 | $1.71M | 0.01% | +3,198 | New |
| Aspiriant, LLC | 3,221 | $1.72M | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 3,260 | $1.74M | 0.36% | −20−0.6% | Reduced |
| Farrow Financial Inc. | 3,271 | $1.75M | 1.17% | −18−0.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,277 | $1.75M | 0.40% | −51−1.5% | Reduced |
| GenTrust, LLC | 3,291 | $1.76M | 0.08% | −7−0.2% | Reduced |
| Scotia Capital Inc. | 3,302 | $1.76M | 0.01% | −51−1.5% | Reduced |
| Summit Wealth Partners, LLC | 3,308 | $1.77M | 0.36% | −18−0.5% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.77M | 0.56% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,343 | $1.78M | 1.25% | −105−3.0% | Reduced |
| Integrated Advisors Network LLC | 3,396 | $1.81M | 0.09% | +22+0.7% | Added |
| Jane Street Group, LLC | 3,445 | $1.84M | 0.00% | −5,416−61.1% | Reduced |
| Becker Capital Management Inc | 3,451 | $1.85M | 0.06% | −193−5.3% | Reduced |
| Investment Advisory Group, LLC | 3,470 | $1.85M | 0.62% | +111+3.3% | Added |