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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,652 | $3.81M | 1.57% | +35+0.5% | Added |
| Haverford Trust Co | 7,099 | $3.79M | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 7,065 | $3.77M | 0.08% | −10−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 7,019 | $3.74M | 2.18% | +1,501+27.2% | Added |
| NBW Capital LLC | 6,961 | $3.71M | 0.82% | −1,659−19.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,951 | $3.70M | 0.04% | +785+12.7% | Added |
| Segment Wealth Management, LLC | 6,930 | $3.70M | 0.25% | −450−6.1% | Reduced |
| Quadrature Capital Ltd | 6,911 | $3.69M | 0.08% | −1,032−13.0% | Reduced |
| Resources Investment Advisors, LLC. | 6,892 | $3.68M | 0.04% | −220−3.1% | Reduced |
| Jones Financial Companies LLLP | 6,868 | $3.66M | 0.00% | +1,515+28.3% | Added |
| Ballentine Partners, LLC | 6,839 | $3.65M | 0.06% | +208+3.1% | Added |
| Tandem Investment Partners LLC | 6,813 | $3.63M | 3.59% | −4,080−37.5% | Reduced |
| Snowden Capital Advisors LLC | 6,785 | $3.63M | 0.12% | −179−2.6% | Reduced |
| Union Savings Bank | 6,799 | $3.63M | 1.77% | −12−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,766 | $3.61M | 0.11% | +77+1.2% | Added |
| Capital Advantage, Inc. | 6,327 | $3.60M | 0.66% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,640 | $3.56M | 0.28% | +65+1.0% | Added |
| Smith Chas P & Associates Pa Cpas | 6,670 | $3.56M | 0.21% | −17−0.3% | Reduced |
| Washburn Capital Management, Inc. | 60,960 | $3.56M | 2.34% | −2,020−3.2% | Reduced |
| Keeley-Teton Advisors, LLC | 6,655 | $3.55M | 0.43% | +519+8.5% | Added |
| Glen Eagle Advisors, LLC | 6,564 | $3.50M | 0.58% | −7−0.1% | Reduced |
| Gould Asset Management LLC | 6,551 | $3.49M | 0.72% | +70+1.1% | Added |
| Keystone Financial Group | 6,441 | $3.49M | 0.35% | −1,411−18.0% | Reduced |
| Bristlecone Advisors, LLC | 6,514 | $3.47M | 0.28% | −215−3.2% | Reduced |
| Matrix Asset Advisors Inc | 6,469 | $3.45M | 0.38% | −97−1.5% | Reduced |
| Sentinel Trust Co Lba | 6,454 | $3.44M | 0.41% | −139−2.1% | Reduced |
| AQR Capital Management LLC | 6,417 | $3.42M | 0.00% | +1,401+27.9% | Added |
| Bailard, Inc. | 6,381 | $3.40M | 0.09% | −97−1.5% | Reduced |
| New Century Financial Group, LLC | 6,365 | $3.40M | 3.93% | −19−0.3% | Reduced |
| Change Path, LLC | 6,363 | $3.39M | 0.10% | +3,404+115.0% | Added |
| Greenleaf Trust | 6,362 | $3.39M | 0.03% | −58−0.9% | Reduced |
| Audent Global Asset Management, LLC | 6,339 | $3.38M | 2.79% | −1,008−13.7% | Reduced |
| Golden State Wealth Management, LLC | 6,320 | $3.37M | 0.50% | +6,320 | New |
| United Capital Financial Advisers, LLC | 6,290 | $3.36M | 0.03% | −32−0.5% | Reduced |
| Charter Research & Investment Group, Inc. | 6,278 | $3.35M | 2.56% | +66+1.1% | Added |
| Clear Point Advisors Inc. | 6,259 | $3.34M | 3.00% | +7+0.1% | Added |
| Fiduciary Trust Co | 6,230 | $3.32M | 0.04% | +176+2.9% | Added |
| Crews Bank & Trust | 6,230 | $3.32M | 0.57% | −220−3.4% | Reduced |
| Salomon & Ludwin, LLC | 6,221 | $3.32M | 0.35% | +808+14.9% | Added |
| Elyxium Wealth, LLC | 6,200 | $3.31M | 1.47% | 00.0% | Unchanged |
| Woodstock Corp | 6,190 | $3.30M | 0.33% | +928+17.6% | Added |
| HB Wealth Management, LLC | 6,158 | $3.29M | 0.03% | −299−4.6% | Reduced |
| Seeds Investor LLC | 6,095 | $3.25M | 0.91% | +4,397+259.0% | Added |
| RSM US Wealth Management LLC | 54,338 | $3.24M | 0.05% | +46,295+575.6% | Added |
| First Citizens Bank & Trust Co | 6,070 | $3.24M | 0.08% | −244−3.9% | Reduced |
| Weil Company, Inc. | 6,062 | $3.23M | 0.97% | −1,641−21.3% | Reduced |
| GWM Advisors LLC | 5,976 | $3.19M | 0.02% | −1,436−19.4% | Reduced |
| Precedent Wealth Partners, LLC | 5,951 | $3.17M | 0.88% | +429+7.8% | Added |
| Romano Brothers and Company | 5,892 | $3.14M | 0.41% | −90−1.5% | Reduced |
| Paladin Advisory Group, LLC | 5,887 | $3.14M | 2.51% | −12−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 5,850 | $3.13M | 1.00% | +610+11.6% | Added |
| Sepio Capital, LP | 5,810 | $3.10M | 0.25% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 5,787 | $3.09M | 0.79% | +77+1.3% | Added |
| PFG Advisors | 5,782 | $3.08M | 0.17% | −93−1.6% | Reduced |
| Graypoint LLC | 5,680 | $3.03M | 0.19% | +1,180+26.2% | Added |
| Silvercrest Asset Management Group LLC | 5,677 | $3.03M | 0.02% | −126−2.2% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.01M | 0.72% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,569 | $2.97M | 0.08% | −112−2.0% | Reduced |
| GTS Securities LLC | 5,568 | $2.97M | 0.13% | +280+5.3% | Added |
| Stephenson National Bank & Trust | 5,561 | $2.97M | 1.07% | −749−11.9% | Reduced |
| Advisory Services Network, LLC | 5,544 | $2.96M | 0.06% | −73−1.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,517 | $2.94M | 0.28% | +310+6.0% | Added |
| Eastern Bank | 5,492 | $2.93M | 0.06% | −338−5.8% | Reduced |
| J.W. Cole Advisors, Inc. | 5,482 | $2.92M | 0.09% | −49−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,464 | $2.91M | 0.13% | +52+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,453 | $2.91M | 0.01% | −314−5.4% | Reduced |
| Boston Private Wealth LLC | 5,411 | $2.89M | 0.12% | +711+15.1% | Added |
| David Loasby | 5,794 | $2.84M | 0.28% | +1,279+28.3% | Added |
| Miller Investment Management, LP | 5,201 | $2.77M | 0.31% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 5,011 | $2.76M | 0.63% | +167+3.4% | Added |
| Argent Trust Co | 5,119 | $2.73M | 0.11% | +6+0.1% | Added |
| Sigma Planning Corp | 5,092 | $2.72M | 0.09% | +145+2.9% | Added |
| Vanguard Group Inc | 5,081 | $2.71M | 0.00% | −41−0.8% | Reduced |
| Pegasus Asset Management, Inc. | 5,072 | $2.71M | 1.08% | −123−2.4% | Reduced |
| Spinnaker Trust | 5,057 | $2.70M | 0.18% | −10−0.2% | Reduced |
| Sowell Financial Services LLC | 5,046 | $2.69M | 0.12% | +5,046 | New |
| Shoker Investment Counsel, Inc. | 5,036 | $2.69M | 0.91% | −11−0.2% | Reduced |
| Financial Life Planners | 5,000 | $2.67M | 2.60% | −337−6.3% | Reduced |
| CenterStar Asset Management, LLC | 4,984 | $2.66M | 3.82% | +4,514+960.4% | Added |
| Green Square Capital Advisors LLC | 4,977 | $2.66M | 0.40% | −908−15.4% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.62M | 0.60% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,874 | $2.60M | 0.99% | −71−1.4% | Reduced |
| RFG Advisory, LLC | 4,848 | $2.59M | 0.07% | +692+16.7% | Added |
| Northstar Asset Management LLC | 4,820 | $2.57M | 0.62% | −20−0.4% | Reduced |
| CIBC World Markets Inc. | 4,820 | $2.57M | 0.01% | +3,592+292.5% | Added |
| IFG Advisory, LLC | 4,817 | $2.57M | 0.14% | −67−1.4% | Reduced |
| Independence Bank of Kentucky | 4,789 | $2.55M | 0.40% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,775 | $2.55M | 0.04% | −3−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,749 | $2.55M | 0.02% | +382+8.7% | Added |
| InTrack Investment Management Inc | 4,772 | $2.55M | 2.31% | −262−5.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,986 | $2.54M | 0.02% | −45−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,728 | $2.52M | 0.13% | −259−5.2% | Reduced |
| Asset Management Group, Inc. | 4,726 | $2.52M | 0.47% | +15+0.3% | Added |
| Winthrop Advisory Group LLC | 4,711 | $2.52M | 0.30% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 4,721 | $2.52M | 0.39% | 00.0% | Unchanged |
| Sabal Trust CO | 4,708 | $2.51M | 0.14% | +115+2.5% | Added |
| St. Johns Investment Management Company, LLC | 4,707 | $2.51M | 1.24% | −163−3.3% | Reduced |
| Coastline Trust Co | 4,691 | $2.50M | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,683 | $2.50M | 0.03% | +266+6.0% | Added |
| Sage Financial Management Group, Inc. | 4,680 | $2.50M | 0.91% | −247−5.0% | Reduced |