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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 32,290 | $17.2M | 1.28% | +98+0.3% | Added |
| Vestor Capital, LLC | 32,231 | $17.2M | 1.41% | +150+0.5% | Added |
| Huntington National Bank | – | $16.7M | 0.12% | – | – |
| EP Wealth Advisors, LLC | 31,311 | $16.7M | 0.13% | +513+1.7% | Added |
| Serenus Wealth Advisors, LLC | 30,923 | $16.5M | 2.74% | −364−1.2% | Reduced |
| FMR LLC | 30,443 | $16.2M | 0.00% | −94−0.3% | Reduced |
| M&T Bank Corp | 30,013 | $16.0M | 0.06% | −2,424−7.5% | Reduced |
| Miracle Mile Advisors, LLC | 29,831 | $15.9M | 0.32% | −234−0.8% | Reduced |
| Curbstone Financial Management Corp | 29,806 | $15.9M | 3.35% | −550−1.8% | Reduced |
| Kestra Advisory Services, LLC | 29,627 | $15.8M | 0.08% | −1,252−4.1% | Reduced |
| Hancock Whitney Corp | 29,252 | $15.6M | 0.51% | +34+0.1% | Added |
| Tandem Wealth Advisors LLC | 29,251 | $15.6M | 8.16% | +785+2.8% | Added |
| RMB Capital Management, LLC | 28,362 | $15.2M | 0.37% | −1,547−5.2% | Reduced |
| Youngs Advisory Group, Inc. | 28,021 | $14.9M | 6.23% | +958+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,581 | $14.7M | 0.05% | −4,149−13.1% | Reduced |
| MML Investors Services, LLC | 27,065 | $14.4M | 0.05% | −854−3.1% | Reduced |
| Simmons Bank | 26,716 | $14.3M | 1.07% | −1,742−6.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 26,716 | $14.3M | 0.28% | +1,123+4.4% | Added |
| Commerce Bank | 26,289 | $14.0M | 0.09% | −401−1.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 24,446 | $13.0M | 3.99% | −193−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,338 | $13.0M | 0.11% | −1,043−4.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,934 | $12.8M | 2.65% | −8,144−25.4% | Reduced |
| Yousif Capital Management, LLC | 23,816 | $12.7M | 0.15% | +6,589+38.2% | Added |
| Cresset Asset Management, LLC | 23,208 | $12.4M | 0.06% | −12,925−35.8% | Reduced |
| Avantax Advisory Services, Inc. | 22,996 | $12.3M | 0.07% | −400−1.7% | Reduced |
| Glenmede Trust Co NA | 22,925 | $12.2M | 0.07% | +1,132+5.2% | Added |
| Wellspring Financial Advisors, LLC | 22,850 | $12.2M | 1.36% | −1,467−6.0% | Reduced |
| Caldwell Trust Co | 22,252 | $11.9M | 1.27% | −334−1.5% | Reduced |
| MCF Advisors LLC | 21,764 | $11.6M | 0.84% | −1,177−5.1% | Reduced |
| Thrivent Financial for Lutherans | 19,098 | $11.5M | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,316 | $10.8M | 0.09% | −4,901−19.4% | Reduced |
| Trifecta Capital Advisors, LLC | 20,254 | $10.8M | 2.26% | −375−1.8% | Reduced |
| Callan Family Office, LLC | 20,167 | $10.8M | 0.81% | −556−2.7% | Reduced |
| Mercer Global Advisors Inc | 20,149 | $10.7M | 0.02% | +5,061+33.5% | Added |
| Dumont & Blake Investment Advisors LLC | 20,066 | $10.7M | 3.00% | −128−0.6% | Reduced |
| Exchange Capital Management, Inc. | 20,031 | $10.7M | 1.73% | −234−1.2% | Reduced |
| Old National Bancorp | 19,965 | $10.7M | 0.28% | −260−1.3% | Reduced |
| jvl associates llc | 19,829 | $10.6M | 4.27% | −36−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 19,355 | $10.3M | 0.36% | +1,310+7.3% | Added |
| Peddock Capital Advisors, LLC | 19,252 | $10.3M | 2.60% | −331−1.7% | Reduced |
| Lutz Financial Services LLC | 19,111 | $10.2M | 0.83% | −97−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,112 | $10.1M | 0.24% | −2,408−10.2% | Reduced |
| Financial & Tax Architects, LLC | 18,520 | $9.88M | 2.48% | +18,520 | New |
| Country Club Bank | 18,473 | $9.83M | 0.66% | −673−3.5% | Reduced |
| GFS Advisors, LLC | 17,988 | $9.60M | 1.93% | +2,500+16.1% | Added |
| Quantinno Capital Management LP | 17,930 | $9.57M | 0.06% | +16,294+996.0% | Added |
| Kovitz Investment Group Partners, LLC | 17,797 | $9.49M | 0.05% | −31−0.2% | Reduced |
| Canopy Partners, LLC | 17,527 | $9.35M | 3.64% | −1,025−5.5% | Reduced |
| Symmetry Investments LP | 17,495 | $9.33M | 0.84% | +13,823+376.4% | Added |
| NBT Bank N A | 17,455 | $9.31M | 0.67% | −219−1.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 17,296 | $9.23M | 1.71% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,275 | $9.22M | 0.14% | +9,606+125.3% | Added |
| Hummer Financial Advisory Services Inc | 17,228 | $9.21M | 7.48% | +90+0.5% | Added |
| Brown Brothers Harriman & Co | 17,236 | $9.20M | 0.06% | −69−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 17,084 | $9.13M | 0.11% | −11,021−39.2% | Reduced |
| Franklin Resources Inc | 17,088 | $9.12M | 0.00% | +505+3.0% | Added |
| Legacy Advisors, LLC | 17,082 | $9.11M | 0.96% | +10+0.1% | Added |
| Harbour Trust & Investment Management Co | 16,780 | $8.95M | 1.08% | −793−4.5% | Reduced |
| Wealthspire Advisors, LLC | 16,769 | $8.95M | 0.05% | +934+5.9% | Added |
| Terry L. Blaker | 16,616 | $8.86M | 0.35% | −249−1.5% | Reduced |
| Nixon Peabody Trust Co | 16,558 | $8.83M | 0.75% | −1,153−6.5% | Reduced |
| First Financial Bank - Trust Division | 16,408 | $8.75M | 0.85% | −2,176−11.7% | Reduced |
| Brookstone Capital Management | 16,365 | $8.73M | 0.13% | −727−4.3% | Reduced |
| Pensionmark Financial Group, LLC | 16,207 | $8.65M | 0.22% | +367+2.3% | Added |
| Agf Management Ltd | 16,149 | $8.62M | 0.05% | −675−4.0% | Reduced |
| Howard Capital Management Inc. | 16,130 | $8.60M | 0.22% | −441−2.7% | Reduced |
| Arvest Investments, Inc. | 16,073 | $8.57M | 1.35% | −182−1.1% | Reduced |
| Evercore Wealth Management, LLC | 15,839 | $8.45M | 0.14% | −794−4.8% | Reduced |
| Mechanics Bank Trust Department | 15,779 | $8.42M | 1.15% | −599−3.7% | Reduced |
| Csenge Advisory Group | 16,723 | $8.39M | 0.48% | +2,245+15.5% | Added |
| Montz Harcus Wealth Management LLC | 15,718 | $8.39M | 4.58% | +1,143+7.8% | Added |
| Capstone Financial Advisors, Inc. | 15,663 | $8.36M | 0.52% | −71−0.5% | Reduced |
| Granite FO LLC | 15,278 | $8.15M | 4.63% | +292+1.9% | Added |
| Citigroup Inc | 15,273 | $8.15M | 0.01% | −9,137−37.4% | Reduced |
| Central Bank & Trust Co | 15,189 | $8.10M | 1.35% | −2,885−16.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 15,090 | $8.05M | 0.19% | −3,755−19.9% | Reduced |
| Tiaa Trust, National Association | 14,944 | $7.97M | 0.02% | −603−3.9% | Reduced |
| Buckingham Strategic Partners | 14,700 | $7.84M | 0.12% | +5,823+65.6% | Added |
| Means Investment Co., Inc. | 14,676 | $7.83M | 0.83% | +208+1.4% | Added |
| CWM, LLC | 14,662 | $7.82M | 0.03% | +404+2.8% | Added |
| Victory Capital Management Inc | 14,495 | $7.73M | 0.01% | −450−3.0% | Reduced |
| KCM Investment Advisors LLC | 14,454 | $7.71M | 0.28% | −574−3.8% | Reduced |
| RMR Wealth Builders | 14,363 | $7.66M | 0.81% | +113+0.8% | Added |
| Ieq Capital, LLC | 14,333 | $7.65M | 0.06% | +3,857+36.8% | Added |
| Fifth Third Securities, Inc. | 14,286 | $7.62M | 0.64% | −782−5.2% | Reduced |
| Legal & General Group Plc | 14,200 | $7.57M | 0.00% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 14,062 | $7.50M | 1.60% | −295−2.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $7.43M | 2.38% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,866 | $7.40M | 0.36% | −145−1.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,812 | $7.39M | 3.46% | +174+1.3% | Added |
| Bank of Nova Scotia | 13,804 | $7.37M | 0.02% | +3,536+34.4% | Added |
| Smith Anglin Financial, LLC | 13,633 | $7.27M | 0.77% | −63−0.5% | Reduced |
| Renaissance Technologies LLC | 13,500 | $7.20M | 0.01% | −3,700−21.5% | Reduced |
| TKG Advisors, LLC | 13,112 | $6.99M | 3.45% | +608+4.9% | Added |
| Pacific Center for Financial Services | 13,069 | $6.97M | 1.85% | −253−1.9% | Reduced |
| Staley Capital Advisers Inc | 12,969 | $6.92M | 0.31% | −133−1.0% | Reduced |
| Busey Wealth Management | 12,968 | $6.92M | 0.23% | −548−4.1% | Reduced |
| Boston Family Office LLC | 12,937 | $6.90M | 0.49% | −745−5.4% | Reduced |
| Meridian Wealth Advisors, LLC | 12,788 | $6.82M | 1.16% | +47+0.4% | Added |
| Linscomb & Williams, Inc. | 12,743 | $6.80M | 0.34% | −734−5.4% | Reduced |