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, Q4 2021
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 2021. 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
- 1,126
- +122 vs. Q3 2021
- Shares held
- 26.4M
- +1.07M (+4.2%) vs. Q3 2021
- Total value
- $13.7B
- +$1.46B (+12.0%) vs. Q3 2021
- New holders
- 180
- 291 more added
- Sold out
- 58
- 346 more reduced
19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,148,501 | $1.11B | 0.12% | −83,884−3.8% | Reduced |
| Wells Fargo & Company | 1,717,683 | $889.2M | 0.23% | +43,821+2.6% | Added |
| Northern Trust Corp | 1,280,793 | $663.0M | 0.11% | −2,137−0.2% | Reduced |
| US Bancorp | 1,150,159 | $595.4M | 0.94% | −36,042−3.0% | Reduced |
| Goldman Sachs Group Inc | 1,057,955 | $547.7M | 0.13% | +510,114+93.1% | Added |
| Morgan Stanley | 1,051,860 | $544.5M | 0.07% | −29,581−2.7% | Reduced |
| Veritable, L.P. | 1,017,477 | $526.7M | 7.81% | −8,372−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 993,564 | $514.4M | 0.43% | +8,625+0.9% | Added |
| UBS Group AG | 756,916 | $391.8M | 0.15% | −271,685−26.4% | Reduced |
| Alliancebernstein L.P. | 578,856 | $299.7M | 0.11% | +451,292+353.8% | Added |
| Churchill Management Corp | 465,579 | $241.0M | 3.36% | +465,579 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 455,000 | $235.5M | 0.51% | +295,000+184.4% | Added |
| Bank of Montreal | 433,837 | $225.2M | 0.12% | +5,453+1.3% | Added |
| Raymond James & Associates | 421,687 | $218.3M | 0.18% | +65,737+18.5% | Added |
| Royal Bank of Canada | 358,158 | $185.4M | 0.05% | −160,153−30.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 318,715 | $164.9M | 0.38% | +257,307+419.0% | Added |
| Citigroup Inc | 304,885 | $157.8M | 0.14% | −190,956−38.5% | Reduced |
| Arvest Trust Co N A | 298,350 | $154.4M | 8.14% | +298,350 | New |
| Resource Management, LLC | 270,646 | $140.1M | 14.45% | +1,649+0.6% | Added |
| First Republic Investment Management, Inc. | 233,661 | $121.0M | 0.26% | +10,630+4.8% | Added |
| Conservest Capital Advisors, Inc. | 228,071 | $118.1M | 12.65% | −629−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 218,629 | $113.2M | 0.27% | −147,510−40.3% | Reduced |
| Bank of New York Mellon Corp | 213,229 | $110.4M | 0.02% | −2,772−1.3% | Reduced |
| Barclays PLC | 203,053 | $105.1M | 0.06% | +87,105+75.1% | Added |
| MAI Capital Management | 196,067 | $101.5M | 1.65% | +3,866+2.0% | Added |
| LPL Financial LLC | 171,767 | $88.9M | 0.07% | −1,581−0.9% | Reduced |
| Whittier Trust Co | 163,811 | $84.8M | 1.38% | −1,703−1.0% | Reduced |
| Welch & Forbes LLC | 154,219 | $79.8M | 1.20% | +4,820+3.2% | Added |
| HighTower Advisors, LLC | 140,793 | $72.9M | 0.16% | +18,381+15.0% | Added |
| Brown Advisory Inc | 140,043 | $72.5M | 0.09% | +355+0.3% | Added |
| Ameriprise Financial Inc | 137,440 | $71.2M | 0.02% | −5,762−4.0% | Reduced |
| FineMark National Bank & Trust | 133,571 | $69.1M | 2.64% | +11,952+9.8% | Added |
| Waddell & Associates, LLC | 128,533 | $66.5M | 10.55% | +1,338+1.1% | Added |
| Creative Planning | 124,664 | $64.5M | 0.10% | +3,721+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 122,981 | $63.7M | 0.10% | +335+0.3% | Added |
| Montag A & Associates Inc | 117,249 | $60.7M | 2.99% | −1,290−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 112,848 | $58.4M | 0.11% | −922−0.8% | Reduced |
| Eaton Vance Management | 110,651 | $57.3M | 0.07% | +825+0.8% | Added |
| Sandy Spring Bank | 108,460 | $56.1M | 2.68% | +380.0% | Added |
| State Street Corp | 107,042 | $55.5M | 0.00% | −6,287−5.5% | Reduced |
| Credit Suisse AG | 107,036 | $55.4M | 0.04% | +19,050+21.7% | Added |
| Susquehanna International Group, LLP | 103,727 | $53.7M | 0.08% | +334+0.3% | Added |
| Hills Bank & Trust Co | 102,594 | $53.1M | 7.30% | +826+0.8% | Added |
| JPMorgan Chase & Co | 100,278 | $51.9M | 0.01% | −15,244−13.2% | Reduced |
| Truist Financial Corp | 98,544 | $51.0M | 0.08% | +73+0.1% | Added |
| Commonwealth Equity Services, LLC | 97,456 | $50.5M | 0.11% | −313−0.3% | Reduced |
| Washington Trust Co | 91,261 | $47.2M | 1.77% | +3,223+3.7% | Added |
| Portland Global Advisors LLC | 87,640 | $45.4M | 7.57% | −299−0.3% | Reduced |
| First Hawaiian Bank | 82,760 | $42.8M | 1.26% | +1,320+1.6% | Added |
| Mariner, LLC | 82,358 | $42.6M | 0.18% | +1,624+2.0% | Added |
| Hyman Charles D | 75,638 | $39.2M | 2.48% | −80−0.1% | Reduced |
| Henshaw Capital LLC | 75,150 | $38.9M | 2.18% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 74,777 | $38.7M | 1.30% | −1,096−1.4% | Reduced |
| Financial Counselors Inc | 74,664 | $38.7M | 0.79% | −655−0.9% | Reduced |
| Pinnacle Associates Ltd | 71,079 | $36.8M | 0.63% | −1,376−1.9% | Reduced |
| Envestnet Asset Management Inc | 70,344 | $36.4M | 0.02% | +4,646+7.1% | Added |
| Peapack Gladstone Financial Corp | 68,901 | $35.7M | 0.67% | −320−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,763 | $35.1M | 1.28% | +113+0.2% | Added |
| Blair William & Co | 66,571 | $34.5M | 0.11% | +2,506+3.9% | Added |
| Waldron Private Wealth LLC | 64,923 | $33.6M | 1.66% | −3,376−4.9% | Reduced |
| Pittenger & Anderson Inc | 64,228 | $33.2M | 1.54% | +1,254+2.0% | Added |
| Manufacturers Life Insurance Company, The | 63,656 | $33.0M | 0.02% | −63,656−50.0% | Reduced |
| Victory Capital Management Inc | 62,758 | $32.5M | 0.03% | −2,790−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 62,540 | $32.4M | 0.06% | −20,255−24.5% | Reduced |
| Conning Inc. | 61,808 | $32.0M | 0.85% | −1,367−2.2% | Reduced |
| Baird Financial Group, Inc. | 60,571 | $31.4M | 0.07% | +2,139+3.7% | Added |
| Gofen & Glossberg LLC | 60,542 | $31.3M | 0.68% | −312−0.5% | Reduced |
| Heritage Investors Management Corp | 60,108 | $31.1M | 1.21% | −1,344−2.2% | Reduced |
| Moreno Evelyn V | 59,475 | $30.8M | 6.16% | +7,370+14.1% | Added |
| Smith, Moore & Co. | 56,989 | $29.5M | 4.10% | +349+0.6% | Added |
| Corient Capital Partners, LLC | 55,959 | $29.0M | 1.92% | +297+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 55,235 | $28.7M | 0.49% | −200.0% | Reduced |
| Bartlett & Co. LLC | 55,235 | $28.7M | 0.49% | −200.0% | Reduced |
| Squarepoint Ops LLC | 51,995 | $26.9M | 0.13% | −25,697−33.1% | Reduced |
| Ascent Wealth Partners, LLC | 51,822 | $26.8M | 4.78% | +2,369+4.8% | Added |
| Stifel Financial Corp | 50,195 | $26.0M | 0.03% | −9,699−16.2% | Reduced |
| Financial Advisory Group | 49,241 | $25.5M | 5.02% | −762−1.5% | Reduced |
| Clearstead Advisors, LLC | 48,799 | $25.3M | 1.72% | −166−0.3% | Reduced |
| Cumberland Advisors Inc | 47,240 | $24.5M | 5.12% | +3,595+8.2% | Added |
| Pachira Investments Inc. | 46,940 | $24.3M | 15.68% | +46,393+8,481.4% | Added |
| Retirement Systems of Alabama | 46,290 | $24.0M | 0.08% | +58+0.1% | Added |
| Wellspring Financial Advisors, LLC | 46,109 | $23.9M | 6.65% | −59−0.1% | Reduced |
| Cypress Capital, LLC | 45,345 | $23.5M | 2.68% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 44,579 | $23.1M | 1.98% | −51−0.1% | Reduced |
| Captrust Financial Advisors | 42,312 | $22.0M | 0.15% | −29−0.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,849 | $21.7M | 3.81% | +59+0.1% | Added |
| Citadel Advisors LLC | 41,521 | $21.5M | 0.02% | −10,492−20.2% | Reduced |
| Oldfather Financial Services, LLC | 43,121 | $21.2M | 11.16% | +1,362+3.3% | Added |
| Prio Wealth Limited Partnership | 39,890 | $20.6M | 0.63% | −406−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 37,843 | $19.6M | 0.65% | −93−0.2% | Reduced |
| 1st Source Bank | 37,706 | $19.5M | 1.14% | −238−0.6% | Reduced |
| Bessemer Group Inc | 37,466 | $19.4M | 0.04% | −157,374−80.8% | Reduced |
| Covington Capital Management | 37,431 | $19.4M | 0.67% | −193−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 40,170 | $19.3M | 1.37% | +521+1.3% | Added |
| LCM Capital Management Inc | 37,170 | $19.2M | 14.90% | +176+0.5% | Added |
| Qube Research & Technologies Ltd | 36,795 | $19.0M | 0.15% | +36,795 | New |
| Vestor Capital, LLC | 36,695 | $19.0M | 1.81% | −115−0.3% | Reduced |
| Curbstone Financial Management Corp | 36,469 | $18.9M | 3.34% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 36,185 | $18.8M | 0.23% | −710−1.9% | Reduced |
| Simmons Bank | 36,234 | $18.8M | 1.31% | −1,147−3.1% | Reduced |