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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 2,689 | $1.52M | 0.06% | −1,300−32.6% | Reduced |
| Aspen Investment Management Inc | 2,831 | $1.51M | 0.70% | −114−3.9% | Reduced |
| Deutsche Bank AG | 2,803 | $1.50M | 0.00% | −33−1.2% | Reduced |
| XML Financial, LLC | 2,791 | $1.49M | 0.14% | −37−1.3% | Reduced |
| Millstone Evans Group, LLC | 2,790 | $1.49M | 1.01% | −73−2.5% | Reduced |
| Neuberger Berman Group LLC | 2,784 | $1.49M | 0.00% | −87−3.0% | Reduced |
| Hardy Reed LLC | 2,775 | $1.48M | 0.13% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,760 | $1.47M | 0.93% | +9+0.3% | Added |
| Advus Financial Partners, LLC | 2,739 | $1.46M | 0.63% | −28−1.0% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.46M | 0.49% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.46M | 0.82% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,724 | $1.46M | 0.82% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,727 | $1.46M | 0.08% | +252+10.2% | Added |
| ARS Investment Partners, LLC | 2,535 | $1.44M | 0.13% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,701 | $1.44M | 0.08% | −67−2.4% | Reduced |
| 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 |
| Walleye Trading LLC | 2,688 | $1.43M | 0.04% | +2,688 | New |
| TCTC Holdings, LLC | 2,686 | $1.43M | 0.05% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 2,665 | $1.42M | 0.50% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,655 | $1.42M | 0.65% | +7+0.3% | Added |
| TD Private Client Wealth LLC | 2,637 | $1.41M | 0.04% | −1,200−31.3% | Reduced |
| Essex Financial Services, Inc. | 2,627 | $1.40M | 0.10% | +53+2.1% | Added |
| Zions Bancorporation, National Association | 2,625 | $1.40M | 0.09% | +2,625 | New |
| Fiducient Advisors LLC | 2,612 | $1.40M | 0.17% | +41+1.6% | Added |
| Equitable Trust Co | 2,560 | $1.37M | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,557 | $1.36M | 0.04% | −19−0.7% | Reduced |
| Manchester Capital Management LLC | 2,528 | $1.35M | 0.17% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,506 | $1.34M | 0.41% | −72−2.8% | Reduced |
| Ullmann Financial Group, Inc. | 2,504 | $1.34M | 0.18% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,500 | $1.33M | 0.00% | +2,500 | New |
| Financial Network Wealth Management LLC | 2,500 | $1.33M | 0.47% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,497 | $1.33M | 0.10% | −20−0.8% | Reduced |
| SK Wealth Management, LLC | 2,713 | $1.33M | 0.71% | +9+0.3% | Added |
| Sunflower Bank, N.A. | 2,482 | $1.32M | 0.37% | −19−0.8% | Reduced |
| Summit Trail Advisors, LLC | 2,474 | $1.32M | 0.04% | +200+8.8% | Added |
| Spire Wealth Management | 2,475 | $1.32M | 0.04% | +13+0.5% | Added |
| Sunbeam Capital Management, LLC | 2,472 | $1.32M | 1.26% | −42−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 2,471 | $1.32M | 0.05% | −180−6.8% | 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 |
| Valmark Advisers, Inc. | 2,466 | $1.32M | 0.02% | −86−3.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,458 | $1.31M | 0.66% | −60−2.4% | Reduced |
| Compass Capital Corp | 2,672 | $1.30M | 0.68% | +48+1.8% | Added |
| Middleton & Co Inc | 2,436 | $1.30M | 0.15% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,435 | $1.30M | 0.03% | −15−0.6% | Reduced |
| Montecito Bank & Trust | 2,414 | $1.29M | 0.23% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,410 | $1.29M | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.28M | 0.13% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,402 | $1.28M | 0.16% | −22,067−90.2% | Reduced |
| Independent Financial Group, LLC | 2,390 | $1.27M | 0.04% | −242−9.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,388 | $1.27M | 0.03% | +18+0.8% | Added |
| Zhang Financial LLC | 2,379 | $1.27M | 0.07% | +155+7.0% | Added |
| Renaissance Investment Group LLC | 2,373 | $1.27M | 0.31% | −4,506−65.5% | Reduced |
| Kingsview Wealth Management, LLC | 2,321 | $1.24M | 0.02% | −172−6.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,304 | $1.23M | 0.52% | +3+0.1% | Added |
| GAMMA Investing LLC | 2,303 | $1.23M | 0.09% | +2,070+888.4% | Added |
| American Capital Advisory, LLC | 2,301 | $1.23M | 0.66% | −53−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,298 | $1.23M | 0.10% | +266+13.1% | Added |
| Castle Rock Wealth Management, LLC | 2,285 | $1.22M | 0.33% | −124−5.1% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.21M | 0.48% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,251 | $1.20M | 0.25% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,250 | $1.20M | 0.23% | +2,250 | New |
| Warner Financial, Inc | 2,247 | $1.20M | 0.53% | −13−0.6% | Reduced |
| Macquarie Group Ltd | 2,244 | $1.20M | 0.00% | +2,244 | New |
| Howe & Rusling Inc | 2,242 | $1.20M | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 2,219 | $1.18M | 0.02% | −3,803−63.2% | Reduced |
| Wedbush Securities Inc | 2,216 | $1.18M | 0.04% | +2+0.1% | Added |
| Kennebec Savings Bank | 2,210 | $1.18M | 1.25% | −26−1.2% | Reduced |
| Gryphon Financial Partners LLC | 2,201 | $1.17M | 0.17% | +36+1.7% | Added |
| Tompkins Financial Corp | 2,191 | $1.17M | 0.11% | +287+15.1% | Added |
| Arthur M. Cohen & Associates, LLC | 2,187 | $1.17M | 0.22% | +362+19.8% | Added |
| Choate Investment Advisors | 2,184 | $1.17M | 0.03% | −303−12.2% | Reduced |
| Plancorp, LLC | 2,163 | $1.15M | 0.05% | +1,160+115.7% | Added |
| AlphaStar Capital Management, LLC | 2,135 | $1.14M | 0.11% | +53+2.5% | Added |
| We Are One Seven, LLC | 2,133 | $1.14M | 0.04% | −80−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,125 | $1.13M | 0.02% | +5+0.2% | Added |
| Braun Stacey Associates Inc | 2,123 | $1.13M | 0.05% | −239−10.1% | Reduced |
| Lyell Wealth Management, LP | 2,111 | $1.13M | 0.11% | −106−4.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,110 | $1.13M | 0.04% | −2−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,110 | $1.13M | 0.01% | +713+51.0% | Added |
| TruWealth Advisors, LLC | 2,101 | $1.12M | 0.07% | 00.0% | Unchanged |
| Emprise Bank | 2,096 | $1.12M | 0.60% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,090 | $1.12M | 0.31% | +6+0.3% | Added |
| Bank of Hawaii | 2,087 | $1.11M | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,086 | $1.11M | 0.08% | +52+2.6% | Added |
| SOL Capital Management CO | 2,075 | $1.11M | 0.12% | +2+0.1% | Added |
| Jennison Associates LLC | 2,072 | $1.11M | 0.00% | −237−10.3% | Reduced |
| OneAscent Financial Services LLC | 2,052 | $1.10M | 0.07% | +581+39.5% | Added |
| Pacific Financial Group Inc | 2,063 | $1.10M | 0.89% | +31+1.5% | Added |
| Coldstream Capital Management Inc | 2,050 | $1.09M | 0.02% | −318−13.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,048 | $1.09M | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,043 | $1.09M | 0.26% | +154+8.2% | Added |
| High Falls Advisors, Inc | 2,038 | $1.09M | 0.26% | −600−22.7% | Reduced |
| Marion Wealth Management | 2,035 | $1.09M | 0.29% | +4+0.2% | Added |
| Maltin Wealth Management, Inc. | 2,034 | $1.08M | 0.51% | +86+4.4% | Added |
| Taylor Financial Group, Inc. | 2,024 | $1.08M | 0.75% | −75−3.6% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,022 | $1.08M | 1.03% | −70−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.07M | 0.06% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.07M | 0.16% | 00.0% | Unchanged |