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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 12,733 | $6.79M | 0.91% | −146−1.1% | Reduced |
| Barclays PLC | 12,481 | $6.66M | 0.00% | −19,052−60.4% | Reduced |
| Brevan Howard Capital Management LP | 12,308 | $6.57M | 0.18% | −1,069−8.0% | Reduced |
| Shapiro Capital Management LLC | 12,300 | $6.56M | 0.27% | +12,300 | New |
| Sand Hill Global Advisors, LLC | 12,219 | $6.52M | 0.27% | −20.0% | Reduced |
| Private Advisor Group, LLC | 12,178 | $6.50M | 0.04% | −632−4.9% | Reduced |
| Dakota Wealth Management | 11,997 | $6.40M | 0.15% | +37+0.3% | Added |
| Capital Group Private Client Services, Inc. | 11,858 | $6.33M | 0.06% | +11,003+1,286.9% | Added |
| Hanover Advisors Inc | 11,759 | $6.27M | 2.72% | +125+1.1% | Added |
| Community Bank, N.A. | 11,756 | $6.27M | 0.84% | −74−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,702 | $6.24M | 0.41% | +6,875+142.4% | Added |
| Congress Wealth Management LLC | 11,478 | $6.21M | 0.07% | +8,927+349.9% | Added |
| CIBC Private Wealth Group, LLC | 13,210 | $6.19M | 0.01% | −309−2.3% | Reduced |
| Synovus Financial Corp | 11,555 | $6.16M | 0.08% | +19+0.2% | Added |
| Madison Park Capital Advisors, LLC | 11,489 | $6.13M | 5.38% | +410+3.7% | Added |
| Warren Averett Asset Management, LLC | 11,426 | $6.10M | 0.07% | +6,262+121.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,382 | $6.07M | 0.57% | −236−2.0% | Reduced |
| Goelzer Investment Management, Inc. | 11,364 | $6.06M | 0.35% | −127−1.1% | Reduced |
| First Horizon Advisors, Inc. | 11,204 | $5.98M | 0.17% | +69+0.6% | Added |
| Alexis Investment Partners, LLC | 11,229 | $5.98M | 2.86% | +510+4.8% | Added |
| Latigo Investments, LLC | 10,962 | $5.85M | 3.12% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,764 | $5.74M | 0.60% | −62−0.6% | Reduced |
| Adirondack Trust Co | 10,744 | $5.73M | 2.24% | −73−0.7% | Reduced |
| Lynx Capital Group Ltd | 10,722 | $5.72M | 2.94% | +1,692+18.7% | Added |
| Leavell Investment Management, Inc. | 10,684 | $5.71M | 0.28% | +52+0.5% | Added |
| Retirement Income Solutions, Inc | 10,683 | $5.70M | 1.19% | −68−0.6% | Reduced |
| Hopwood Financial Services, Inc. | 10,582 | $5.65M | 4.36% | +82+0.8% | Added |
| Palisade Asset Management, LLC | 10,510 | $5.61M | 0.58% | −1,026−8.9% | Reduced |
| Inspire Trust Co, N.A. | 10,500 | $5.60M | 1.33% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10,500 | $5.60M | 0.81% | +10,500 | New |
| Tudor Investment Corp Et Al | 10,486 | $5.59M | 0.05% | +10,486 | New |
| Sanctuary Advisors, LLC | 10,453 | $5.58M | 0.04% | +117+1.1% | Added |
| Lodestar Private Asset Management LLC | 10,437 | $5.57M | 0.70% | −23−0.2% | Reduced |
| Bryn Mawr Trust Co | 10,344 | $5.52M | 0.10% | −21−0.2% | Reduced |
| Gries Financial LLC | 10,295 | $5.49M | 1.06% | +22+0.2% | Added |
| Flputnam Investment Management Co | 10,077 | $5.38M | 0.10% | +361+3.7% | Added |
| G&S Capital LLC | 10,057 | $5.37M | 2.28% | +550+5.8% | Added |
| Daymark Wealth Partners, LLC | 10,010 | $5.34M | 0.23% | −158−1.6% | Reduced |
| RBF Capital, LLC | 10,000 | $5.33M | 0.34% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.33M | 5.52% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,719 | $5.20M | 0.36% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,730 | $5.19M | 0.08% | +4,814+97.9% | Added |
| Central Trust Co | 9,717 | $5.18M | 0.13% | +370+4.0% | Added |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 9,576 | $5.12M | 0.12% | +125+1.3% | Added |
| Sageworth Trust Co | 9,582 | $5.11M | 0.32% | −10,765−52.9% | Reduced |
| Peak Asset Management, LLC | 9,568 | $5.10M | 0.97% | −181−1.9% | Reduced |
| Modera Wealth Management, LLC | 9,561 | $5.10M | 0.07% | +1,485+18.4% | Added |
| Newport Capital Group, LLC | 9,511 | $5.08M | 3.66% | +190+2.0% | Added |
| Mayflower Financial Advisors, LLC | 9,517 | $5.08M | 0.77% | −133−1.4% | Reduced |
| Court Place Advisors, LLC | 9,509 | $5.07M | 1.68% | +35+0.4% | Added |
| Summit Financial, LLC | 9,444 | $5.04M | 0.14% | +463+5.2% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.04M | 0.05% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 9,429 | $5.03M | 2.34% | −242−2.5% | Reduced |
| Victory Financial Group, LLC | 9,540 | $5.01M | 0.96% | −10,550−52.5% | Reduced |
| Bokf, NA | 9,351 | $4.99M | 0.09% | −20−0.2% | Reduced |
| Associated Banc-Corp | 9,269 | $4.94M | 0.15% | +557+6.4% | Added |
| Firestone Capital Management | 9,229 | $4.92M | 1.29% | −447−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,165 | $4.89M | 0.05% | −261−2.8% | Reduced |
| Ti-Trust, Inc | 9,125 | $4.87M | 3.22% | +385+4.4% | Added |
| Balboa Wealth Partners | 9,112 | $4.86M | 1.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,106 | $4.86M | 1.27% | −329−3.5% | Reduced |
| Motco | 9,091 | $4.85M | 0.51% | −267−2.9% | Reduced |
| Ssa Swiss Advisors AG | 9,028 | $4.82M | 2.47% | +9,028 | New |
| CMG Global Holdings, LLC | 9,257 | $4.81M | 3.14% | +453+5.1% | Added |
| Balyasny Asset Management LLC | 9,000 | $4.80M | 0.01% | +3,100+52.5% | Added |
| Midwest Financial Group LLC | 8,886 | $4.74M | 2.75% | +1,626+22.4% | Added |
| Meridian Investment Counsel Inc. | 8,723 | $4.65M | 1.37% | +378+4.5% | Added |
| Harbour Investments, Inc. | 8,699 | $4.64M | 0.13% | +968+12.5% | Added |
| ExodusPoint Capital Management, LP | 8,500 | $4.54M | 0.06% | +5,011+143.6% | Added |
| Financial Engines Advisors L.L.C. | 8,494 | $4.53M | 0.01% | −211−2.4% | Reduced |
| HSBC Holdings PLC | 8,484 | $4.52M | 0.00% | −779−8.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $4.50M | 2.52% | +20.0% | Added |
| Apollon Wealth Management, LLC | 8,414 | $4.49M | 0.10% | −669−7.4% | Reduced |
| AMG National Trust Bank | 8,361 | $4.46M | 0.13% | −50−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,354 | $4.46M | 0.06% | −258−3.0% | Reduced |
| Perigon Wealth Management, LLC | 8,326 | $4.44M | 0.11% | +909+12.3% | Added |
| Highview Capital Management LLC | 8,188 | $4.37M | 1.83% | 00.0% | Unchanged |
| Allworth Financial LP | 8,352 | $4.34M | 0.02% | −60−0.7% | Reduced |
| Barrett & Company, Inc. | 8,122 | $4.33M | 1.87% | +12+0.1% | Added |
| Breakwater Capital Group | 8,047 | $4.29M | 0.76% | +870+12.1% | Added |
| KMG Fiduciary Partners, LLC | 7,919 | $4.22M | 0.35% | −166−2.1% | Reduced |
| Equitable Holdings, Inc. | 7,882 | $4.20M | 0.04% | −313−3.8% | Reduced |
| Paulson Wealth Management Inc. | 7,841 | $4.18M | 1.18% | +970+14.1% | Added |
| Bay Rivers Group | 7,808 | $4.17M | 2.18% | −225−2.8% | Reduced |
| Finley Financial, LLC | 7,920 | $4.13M | 2.30% | −230−2.8% | Reduced |
| North Star Investment Management Corp. | 7,695 | $4.11M | 0.30% | +319+4.3% | Added |
| Intrepid Financial Planning Group LLC | 7,685 | $4.10M | 1.90% | −199−2.5% | Reduced |
| Prospera Financial Services Inc | 7,645 | $4.08M | 0.09% | +89+1.2% | Added |
| Sagespring Wealth Partners, LLC | 7,596 | $4.05M | 0.10% | −1,115−12.8% | Reduced |
| Sonata Capital Group Inc | 7,596 | $4.05M | 1.76% | −333−4.2% | Reduced |
| Evensky & Katz LLC | 7,579 | $4.04M | 0.27% | −104−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,525 | $4.02M | 0.15% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,514 | $4.01M | 1.51% | −923−10.9% | Reduced |
| Keybank National Association | 7,509 | $4.01M | 0.02% | −163−2.1% | Reduced |
| Fifth Third Bancorp | 7,386 | $3.94M | 0.01% | −6−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 7,527 | $3.90M | 0.41% | +2,418+47.3% | Added |
| NorthCrest Asset Manangement, LLC | 7,269 | $3.88M | 0.12% | +957+15.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,244 | $3.86M | 1.74% | −183−2.5% | Reduced |
| JMG Financial Group, Ltd. | 7,230 | $3.86M | 0.13% | +60+0.8% | Added |