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 |
|---|---|---|---|---|---|
| Davies Financial Advisors, Inc. | 1,440 | $768.0K | 0.65% | +948+192.7% | Added |
| Clear Creek Financial Management, LLC | 1,437 | $766.6K | 0.08% | +469+48.5% | Added |
| CCG Wealth Management, LLC | 1,437 | $766.6K | 0.46% | 00.0% | Unchanged |
| Providence First Trust Co | 1,431 | $763.4K | 0.31% | −52−3.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,431 | $763.4K | 0.52% | −117−7.6% | Reduced |
| Clarius Group, LLC | 1,426 | $760.7K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,414 | $754.4K | 0.31% | +71+5.3% | Added |
| BankPlus Trust Department | 1,414 | $754.3K | 0.25% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,411 | $752.9K | 0.03% | +43+3.1% | Added |
| MontVue Capital Management, Inc. | 1,408 | $751.1K | 0.60% | −55−3.8% | Reduced |
| First City Capital Management, Inc. | 1,402 | $747.9K | 0.45% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 1,401 | $747.5K | 0.08% | −4−0.3% | Reduced |
| Mission Wealth Management, LP | 1,401 | $747.3K | 0.02% | +501+55.7% | Added |
| Lam Group, Inc. | 1,400 | $746.9K | 0.55% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,393 | $743.1K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,393 | $743.1K | 0.18% | +1,353+3,382.5% | Added |
| Quadrant Private Wealth Management, LLC | 1,389 | $743.0K | 0.19% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $741.5K | 0.30% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,386 | $739.6K | 0.12% | −9−0.6% | Reduced |
| City National Bank of Florida | 1,386 | $739.4K | 0.67% | +122+9.7% | Added |
| Fca Corp | 1,380 | $736.2K | 0.23% | 00.0% | Unchanged |
| M. Kraus & Co | 1,375 | $733.5K | 0.22% | −325−19.1% | Reduced |
| McGuire Investment Group, LLC | 1,371 | $731.4K | 0.11% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,370 | $731.0K | 0.35% | +3+0.2% | Added |
| Harmony Asset Management LLC | 1,369 | $730.3K | 0.31% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,364 | $727.5K | 0.41% | −201−12.8% | Reduced |
| Round Rock Advisors, LLC | 1,362 | $726.8K | 0.13% | 00.0% | Unchanged |
| Ashford Advisors, LLC | 1,361 | $726.1K | 0.18% | +1,361 | New |
| L.M. Kohn & Company | 1,353 | $721.6K | 0.19% | +8+0.6% | Added |
| Blue Barn Wealth, LLC | 1,352 | $721.3K | 0.38% | −26−1.9% | Reduced |
| Gator Capital Management, LLC | 1,339 | $714.3K | 0.27% | −272−16.9% | Reduced |
| Venture Visionary Partners LLC | 1,337 | $713.3K | 0.03% | +4+0.3% | Added |
| Bell Bank | 1,335 | $712.2K | 0.04% | −63−4.5% | Reduced |
| Viawealth, LLC | 1,325 | $706.9K | 0.44% | −55−4.0% | Reduced |
| Long Road Investment Counsel, LLC | 1,320 | $704.2K | 0.27% | −270−17.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,318 | $703.2K | 0.01% | −58−4.2% | Reduced |
| AE Wealth Management LLC | 1,312 | $700.0K | 0.01% | −378−22.4% | Reduced |
| Stanich Group LLC | 1,311 | $699.6K | 0.52% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,307 | $697.0K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $692.7K | 0.61% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,295 | $690.9K | 0.07% | −9−0.7% | Reduced |
| Peak Planning Group, LLC | 1,291 | $688.5K | 0.29% | −49−3.7% | Reduced |
| One Capital Management, LLC | 1,288 | $687.6K | 0.02% | +8+0.6% | Added |
| Roberts Glore & Co Inc | 1,288 | $687.1K | 0.21% | −868−40.3% | Reduced |
| Truepoint, Inc. | 1,276 | $680.7K | 0.02% | −15−1.2% | Reduced |
| Park National Corp | 1,270 | $677.5K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,268 | $676.5K | 0.05% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,263 | $674.0K | 0.32% | +199+18.7% | Added |
| Avalon Trust Co | 1,254 | $669.0K | 0.05% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 1,428 | $668.6K | 0.69% | +97+7.3% | Added |
| STAR Financial Bank | 1,251 | $667.4K | 0.49% | −98−7.3% | Reduced |
| L & S Advisors Inc | 1,251 | $667.3K | 0.08% | +24+2.0% | Added |
| Bridgewater Advisors Inc. | 1,278 | $667.0K | 0.06% | +1,278 | New |
| D.A. Davidson & Co. | 1,249 | $666.8K | 0.01% | +155+14.2% | Added |
| Single Point Partners, LLC | 1,248 | $666.0K | 0.16% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,248 | $665.8K | 0.09% | −28−2.2% | Reduced |
| Peterson Wealth Services | 1,247 | $665.3K | 0.21% | −5,100−80.4% | Reduced |
| Ellerson Group Inc | 1,245 | $664.2K | 0.53% | −17−1.3% | Reduced |
| Nicollet Investment Management, Inc. | 1,245 | $664.0K | 0.23% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,243 | $663.1K | 0.13% | −9−0.7% | Reduced |
| German American Bancorp, Inc. | 1,242 | $662.9K | 0.07% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,237 | $659.9K | 0.36% | +4+0.3% | Added |
| Hohimer Wealth Management, LLC | 1,235 | $658.8K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 1,228 | $655.1K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,225 | $653.5K | 0.06% | +20+1.7% | Added |
| Strategic Advisors LLC | 1,220 | $650.8K | 0.13% | −500−29.1% | Reduced |
| Kaydan Wealth Management, Inc. | 1,220 | $650.8K | 0.21% | −16−1.3% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $650.5K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,219 | $650.3K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,217 | $649.4K | 0.05% | +170+16.2% | Added |
| Smithfield Trust Co | 1,219 | $649.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $640.2K | 0.03% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 1,196 | $638.0K | 0.16% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,196 | $638.0K | 0.22% | +744+164.6% | Added |
| WBH Advisory Inc | 1,194 | $637.1K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,192 | $635.9K | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $635.4K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,190 | $634.8K | 0.05% | −898−43.0% | Reduced |
| Paloma Partners Management Co | 1,189 | $634.3K | 0.12% | +1,189 | New |
| River Wealth Advisors LLC | 1,183 | $631.1K | 0.09% | −7−0.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,182 | $630.6K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,177 | $627.9K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,169 | $623.6K | 0.05% | −55−4.5% | Reduced |
| Moment Partners, LLC | 1,168 | $623.1K | 0.12% | +45+4.0% | Added |
| Pacific Sun Financial Corp | 1,165 | $621.5K | 0.35% | +15+1.3% | Added |
| Jacksonville Wealth Management, LLC | 1,162 | $619.6K | 0.61% | −46−3.8% | Reduced |
| FCG Investment Co | 1,159 | $618.3K | 0.39% | +72+6.6% | Added |
| Miramar Capital, LLC | 1,156 | $616.7K | 0.15% | +21+1.9% | Added |
| Evoke Wealth, LLC | 1,152 | $615.9K | 0.02% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,154 | $615.8K | 0.56% | +47+4.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,143 | $609.8K | 0.15% | +1,143 | New |
| Rathbone Brothers plc | 1,140 | $608.2K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,200 | $606.6K | 0.11% | +800+200.0% | Added |
| Seelaus Asset Management LLC | 1,134 | $605.0K | 0.58% | −145−11.3% | Reduced |
| New Hampshire Trust | 1,134 | $605.0K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,125 | $600.2K | 0.03% | −21−1.8% | Reduced |
| GSB Wealth Management, LLC | 1,122 | $598.6K | 0.16% | −153−12.0% | Reduced |
| McIlrath & Eck, LLC | 1,120 | $597.5K | 0.07% | −19−1.7% | Reduced |
| BSW Wealth Partners | 1,118 | $596.4K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,111 | $592.8K | 0.01% | +72+6.9% | Added |