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Beacon

MDYState Street SPDR S&P MIDCAP 400 ETF Trust

Grow my money31y track recordRanked #102 of 3,055 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the S&P MidCap 400 Index.

By State Street Investment Management · Launched 1995

Annual Cost

0.23%

#1,068 of 6,040 · low cost

Fund Size

$26.3B

#124 of 6,040 · large

Return (1Y)

+13.1%

Track Record

31 years

#17 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,204+12.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Index tracked

S&P MidCap 400 Index

Holdings

By weight

Concentration

Top 10 holdings = 7.4% of funddiversified

Illumina IncILMN
0.9%
Twilio Inc Class ATWLO
0.8%
TechnipFMC PLCFTI
0.8%
Curtiss-Wright CorpCW
0.8%
Carpenter Technology CorpCRS
0.7%
ATI IncATI
0.7%
nVent Electric PLCNVT
0.7%
Everpure Inc Class AP
0.7%
Okta Inc Class AOKTA
0.7%
XPO IncXPO
0.7%

Asset allocation

Stocks
100.0%

By sector

Industrials
23.4%
Technology
15.7%
Financial Services
14.0%
Consumer Cyclical
10.9%
Healthcare
10.6%
Real Estate
7.7%
Energy
5.2%
Basic Materials
4.7%
Other
7.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.3%Moderate

Year-on-year price swings

Max drawdown
-42.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond generally to the price and yield performance of the S&P MidCap 400 Index.
Strategy
Invests primarily in common stocks of mid-capitalization companies included in the S&P MidCap 400 Index, aiming for a close correspondence between the performance of the Trust and the Index. The Trust is not actively managed and holds constituent securities regardless of market conditions.
Inception date
May 4, 1995
Fund family
State Street Investment Management

Next steps

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Data updated on 2026-09-18