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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 4,634 | $2.47M | 0.08% | −1,203−20.6% | Reduced |
| Johnson Financial Group, Inc. | 4,608 | $2.46M | 0.12% | −405−8.1% | Reduced |
| Caliber Wealth Management, LLC | 4,608 | $2.46M | 0.34% | +4,608 | New |
| Courier Capital LLC | 4,603 | $2.46M | 0.16% | +51+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,577 | $2.44M | 0.01% | −1,733−27.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,567 | $2.44M | 0.13% | −29−0.6% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.43M | 0.55% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,548 | $2.43M | 0.42% | 00.0% | Unchanged |
| LM Advisors LLC | 4,514 | $2.41M | 0.43% | +1,685+59.6% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.40M | 0.58% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $2.40M | 1.14% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,487 | $2.39M | 0.08% | +156+3.6% | Added |
| Meridian Wealth Management, LLC | 4,453 | $2.38M | 0.12% | −7−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,439 | $2.37M | 0.28% | −63−1.4% | Reduced |
| Stone Point Wealth LLC | 4,434 | $2.37M | 0.80% | +55+1.3% | Added |
| Diversified Trust Co | 4,429 | $2.36M | 0.06% | −453−9.3% | Reduced |
| Naples Global Advisors, LLC | 4,407 | $2.36M | 0.22% | −270−5.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,395 | $2.34M | 0.56% | −87−1.9% | Reduced |
| Crescent Sterling, Ltd. | 4,370 | $2.33M | 2.39% | +247+6.0% | Added |
| Lowe Wealth Advisors, LLC | 4,362 | $2.33M | 0.99% | +62+1.4% | Added |
| Element Wealth, LLC | 4,362 | $2.33M | 1.25% | −54−1.2% | Reduced |
| WealthBridge Capital Management, LLC | 4,361 | $2.33M | 0.66% | −82−1.8% | Reduced |
| Veracity Capital LLC | 4,359 | $2.33M | 0.91% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,316 | $2.30M | 0.22% | −1,509−25.9% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.24M | 0.08% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 4,205 | $2.24M | 0.61% | −658−13.5% | Reduced |
| Lavaca Capital LLC | 4,200 | $2.24M | 1.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,180 | $2.23M | 0.07% | +3,876+1,275.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.21M | 0.79% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4,131 | $2.20M | 1.39% | −23−0.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,018 | $2.14M | 0.31% | −5−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 3,995 | $2.13M | 0.85% | −45−1.1% | Reduced |
| CAPROCK Group, Inc. | 3,980 | $2.13M | 0.06% | +161+4.2% | Added |
| Capital Investment Advisory Services, LLC | 3,972 | $2.12M | 0.19% | −35−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,945 | $2.10M | 0.03% | +20+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,939 | $2.10M | 0.11% | +159+4.2% | Added |
| Centaurus Financial, Inc. | 3,913 | $2.09M | 0.13% | +182+4.9% | Added |
| Cambridge Advisors Inc. | 3,874 | $2.07M | 0.45% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 3,863 | $2.06M | 2.24% | −475−10.9% | Reduced |
| ZWJ Investment Counsel Inc | 3,857 | $2.06M | 0.08% | −343−8.2% | Reduced |
| Intelligent Financial Strategies | 3,846 | $2.06M | 1.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,854 | $2.06M | 0.18% | −74−1.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,836 | $2.05M | 1.56% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,758 | $2.00M | 0.03% | +73+2.0% | Added |
| Venturi Wealth Management, LLC | 3,749 | $2.00M | 0.10% | +77+2.1% | Added |
| Clientfirst Wealth Management, LLC | 3,741 | $2.00M | 2.26% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 3,736 | $1.99M | 0.41% | +1,030+38.1% | Added |
| All Terrain Financial Advisors, LLC | 3,709 | $1.98M | 0.77% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,707 | $1.98M | 0.02% | −806−17.9% | Reduced |
| Trust Point Inc. | 3,704 | $1.98M | 0.18% | −5−0.1% | Reduced |
| Park Capital Management, LLC | 3,701 | $1.97M | 2.31% | −65−1.7% | Reduced |
| Lindbrook Capital, LLC | 3,681 | $1.96M | 0.18% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,666 | $1.96M | 0.26% | −171−4.5% | Reduced |
| Old Second National Bank of Aurora | 3,654 | $1.95M | 0.46% | −12−0.3% | Reduced |
| NorthRock Partners, LLC | 3,602 | $1.92M | 0.06% | +91+2.6% | Added |
| Blue Fin Capital, Inc. | 3,547 | $1.89M | 0.37% | −12−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 3,541 | $1.89M | 0.24% | −15−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 3,520 | $1.88M | 0.02% | +3,520 | New |
| Private Trust Co NA | 3,516 | $1.88M | 0.19% | −465−11.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,496 | $1.86M | 0.51% | +19+0.5% | Added |
| Lionsbridge Wealth Management LLC | 3,487 | $1.86M | 1.65% | −335−8.8% | Reduced |
| Investment Advisory Group, LLC | 3,470 | $1.85M | 0.62% | +111+3.3% | Added |
| Becker Capital Management Inc | 3,451 | $1.85M | 0.06% | −193−5.3% | Reduced |
| Jane Street Group, LLC | 3,445 | $1.84M | 0.00% | −5,416−61.1% | Reduced |
| Integrated Advisors Network LLC | 3,396 | $1.81M | 0.09% | +22+0.7% | Added |
| Meridian Financial, LLC | 3,343 | $1.78M | 1.25% | −105−3.0% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.77M | 0.56% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,308 | $1.77M | 0.36% | −18−0.5% | Reduced |
| Scotia Capital Inc. | 3,302 | $1.76M | 0.01% | −51−1.5% | Reduced |
| GenTrust, LLC | 3,291 | $1.76M | 0.08% | −7−0.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,277 | $1.75M | 0.40% | −51−1.5% | Reduced |
| Farrow Financial Inc. | 3,271 | $1.75M | 1.17% | −18−0.5% | Reduced |
| TSFG, LLC | 3,260 | $1.74M | 0.36% | −20−0.6% | Reduced |
| Aspiriant, LLC | 3,221 | $1.72M | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,198 | $1.71M | 0.01% | +3,198 | New |
| Oxford Financial Group Ltd | 3,192 | $1.70M | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,191 | $1.70M | 0.06% | +3,191 | New |
| Gridiron Partners, LLC | 3,164 | $1.69M | 1.08% | −209−6.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.68M | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,108 | $1.66M | 0.75% | −30−1.0% | Reduced |
| Embree Financial Group | 3,103 | $1.66M | 0.28% | −195−5.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,100 | $1.65M | 0.30% | +242+8.5% | Added |
| Freestone Capital Holdings, LLC | 3,072 | $1.64M | 0.06% | −142−4.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,055 | $1.63M | 0.17% | −1,594−34.3% | Reduced |
| 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 |
| Hilltop Holdings Inc. | 3,024 | $1.61M | 0.10% | +1,035+52.0% | Added |
| AlTi Global, Inc. | 3,004 | $1.61M | 0.04% | −174−5.5% | 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 |
| Price T Rowe Associates Inc | 2,998 | $1.60M | 0.00% | −1,037−25.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,986 | $1.59M | 1.07% | −4−0.1% | Reduced |
| SlateStone Wealth, LLC | 2,985 | $1.59M | 0.16% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,966 | $1.58M | 0.40% | −17−0.6% | Reduced |
| Northwest Bancshares, Inc. | 2,966 | $1.58M | 0.29% | −57−1.9% | Reduced |
| Regions Financial Corp | 2,958 | $1.58M | 0.01% | −96−3.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.58M | 0.40% | 00.0% | Unchanged |
| HRT Financial LP | 2,959 | $1.58M | 0.01% | +2,551+625.2% | Added |
| Crestwood Advisors Group LLC | 2,927 | $1.56M | 0.03% | +1,586+118.3% | Added |
| Focus Financial Network, Inc. | 2,872 | $1.53M | 0.06% | −270−8.6% | Reduced |