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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 1,995 | $1.06M | 0.03% | −45−2.2% | Reduced |
| FF Advisors,LLC | 1,993 | $1.06M | 0.61% | +478+31.6% | Added |
| NCM Capital Management, LLC | 1,988 | $1.06M | 0.48% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,988 | $1.06M | 0.38% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,035 | $1.06M | 0.09% | −23−1.1% | Reduced |
| Horizon Investments, LLC | 1,981 | $1.06M | 0.03% | −47−2.3% | Reduced |
| Burling Wealth Partners, LLC | 1,979 | $1.06M | 0.22% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2,019 | $1.05M | 0.41% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,968 | $1.05M | 0.06% | −280−12.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,962 | $1.05M | 0.08% | −133−6.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,960 | $1.05M | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.04M | 0.36% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,956 | $1.04M | 0.03% | +50+2.6% | Added |
| Glassman Wealth Services | 1,955 | $1.04M | 0.17% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,949 | $1.04M | 0.08% | −3−0.2% | Reduced |
| Stephens Inc | 1,941 | $1.04M | 0.02% | +340+21.2% | Added |
| Appleton Partners Inc | 1,941 | $1.03M | 0.08% | +963+98.5% | Added |
| Simplicity Wealth,LLC | 1,935 | $1.03M | 0.08% | +671+53.1% | Added |
| CX Institutional | 1,935 | $1.03M | 0.04% | −74−3.7% | Reduced |
| White Pine Capital LLC | 1,929 | $1.03M | 0.36% | −9−0.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,910 | $1.02M | 0.09% | +1,910 | New |
| Berger Financial Group, Inc | 1,907 | $1.02M | 0.07% | +926+94.4% | Added |
| Wealth Watch Advisors, INC | 1,894 | $1.01M | 0.82% | −51−2.6% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.01M | 0.59% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,878 | $1.00M | 0.43% | −1−0.1% | Reduced |
| Forza Wealth Management, LLC | 1,876 | $1.00M | 0.45% | −74−3.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $997.6K | 0.04% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,868 | $996.5K | 0.24% | −42−2.2% | Reduced |
| Bremer Bank National Association | 1,858 | $991.2K | 0.18% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,855 | $989.6K | 0.04% | −188−9.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,838 | $982.2K | 0.06% | −2−0.1% | Reduced |
| Beacon Financial Advisory LLC | 1,832 | $977.4K | 0.30% | −20−1.1% | Reduced |
| Financial Partners Group, LLC | 1,832 | $977.3K | 0.42% | −256−12.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,832 | $977.3K | 0.03% | −518−22.0% | Reduced |
| SFM, LLC | 1,825 | $973.6K | 0.72% | −69−3.6% | Reduced |
| Journey Advisory Group, LLC | 1,819 | $970.4K | 0.08% | +63+3.6% | Added |
| BancorpSouth Bank | 1,818 | $969.9K | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,816 | $969.0K | 0.65% | +60+3.4% | Added |
| Sovereign Financial Group, Inc. | 1,804 | $962.1K | 0.22% | −11−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $954.9K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,777 | $953.3K | 0.02% | +342+23.8% | Added |
| Old North State Trust, LLC | 1,671 | $952.0K | 0.61% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,773 | $945.9K | 0.62% | −55−3.0% | Reduced |
| Parsons Capital Management Inc | 1,753 | $935.2K | 0.05% | +13+0.7% | Added |
| Dana Investment Advisors, Inc. | 1,744 | $930.5K | 0.03% | −31−1.7% | Reduced |
| Lynch & Associates | 1,740 | $928.3K | 0.20% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,739 | $927.6K | 0.20% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,734 | $925.1K | 0.26% | +497+40.2% | Added |
| Wood Tarver Financial Group, LLC | 1,730 | $922.9K | 0.30% | −25−1.4% | Reduced |
| Darrow Company, Inc. | 1,730 | $922.9K | 0.51% | −1,327−43.4% | Reduced |
| Fiera Capital Corp | 1,725 | $920.3K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,725 | $920.3K | 0.04% | +174+11.2% | Added |
| Credit Agricole S A | 1,725 | $920.3K | 0.00% | +1,725 | New |
| Moors & Cabot, Inc. | 1,723 | $919.2K | 0.05% | −2−0.1% | Reduced |
| TownSquare Capital, LLC | 1,717 | $916.0K | 0.01% | +213+14.2% | Added |
| Paragon Capital Management Ltd | 1,700 | $906.9K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,680 | $896.2K | 0.03% | +28+1.7% | Added |
| Nemes Rush Group LLC | 1,671 | $891.3K | 0.11% | −99−5.6% | Reduced |
| Legacy Private Trust Co. | 1,666 | $888.8K | 0.06% | 00.0% | Unchanged |
| Jordan Park Group LLC | 1,664 | $887.7K | 0.06% | −1,186−41.6% | Reduced |
| LCNB Corp | 1,655 | $882.9K | 0.33% | −40−2.4% | Reduced |
| Alesco Advisors LLC | 1,649 | $879.7K | 0.03% | +95+6.1% | Added |
| Carrera Capital Advisors | 1,643 | $878.4K | 0.19% | +6+0.4% | Added |
| Tritonpoint Wealth, LLC | 1,638 | $876.0K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,642 | $876.0K | 0.06% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,636 | $872.8K | 0.21% | +135+9.0% | Added |
| Orgel Wealth Management, LLC | 1,634 | $871.7K | 0.02% | −3−0.2% | Reduced |
| Sachetta, LLC | 1,629 | $869.2K | 0.36% | −73−4.3% | Reduced |
| Gsa Capital Partners LLP | 1,629 | $869.0K | 0.08% | −568−25.9% | Reduced |
| Harvest Investment Services, LLC | 1,620 | $864.2K | 0.24% | −1,450−47.2% | Reduced |
| Prosperity Planning, Inc. | 1,616 | $862.1K | 0.27% | −27−1.6% | Reduced |
| Greystone Financial Group, LLC | 1,602 | $854.8K | 0.16% | +3+0.2% | Added |
| Rockland Trust Co | 1,601 | $854.1K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,600 | $854.0K | 0.13% | −400−20.0% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,470 | $837.4K | 0.56% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,566 | $835.6K | 0.35% | −5−0.3% | Reduced |
| Accredited Investors Inc. | 1,566 | $835.6K | 0.05% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,560 | $832.3K | 0.11% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $824.2K | 0.23% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $820.0K | 0.73% | 00.0% | Unchanged |
| American Money Management, LLC | 1,534 | $818.4K | 0.16% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 1,525 | $813.6K | 0.10% | −242−13.7% | Reduced |
| Clarendon Private LLC | 1,510 | $805.3K | 0.85% | +6+0.4% | Added |
| Gen-Wealth Partners Inc | 1,508 | $804.5K | 0.34% | −487−24.4% | Reduced |
| Vista Investment Management | 1,503 | $801.8K | 0.31% | +1+0.1% | Added |
| Retirement Capital Strategies | 1,502 | $801.3K | 0.31% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,497 | $800.6K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 1,484 | $791.7K | 0.52% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,476 | $787.4K | 0.04% | +1,476 | New |
| Rialto Wealth Management, LLC | 1,473 | $785.8K | 0.25% | +6+0.4% | Added |
| M3 Advisory Group, LLC | 1,470 | $784.0K | 0.62% | +18+1.2% | Added |
| Omega Financial Group, LLC | 1,454 | $775.9K | 0.30% | +4+0.3% | Added |
| Petix & Botte Co | 1,450 | $773.5K | 0.20% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,449 | $772.8K | 0.02% | +4+0.3% | Added |
| Cornerstone Wealth Management, LLC | 1,447 | $772.1K | 0.05% | −6−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,449 | $771.3K | 0.12% | −117−7.5% | Reduced |
| Rothschild Capital Partners, LLC | 1,445 | $771.1K | 0.20% | −10,646−88.0% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $770.1K | 0.21% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,441 | $768.9K | 0.01% | −5−0.3% | Reduced |
| Cascade Financial Partners, LLC | 1,440 | $768.2K | 0.10% | −85−5.6% | Reduced |