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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.

Q4 2021 vs. Q3 2021

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of MDY: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,023181,127+122
Shares25.7M371.6K26.4M+1.07M (+4.2%)
Value$12.4B$178.7M$13.7B+$1.46B (+12.0%)

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (180)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 180 by value.

Institutions new to MDY in Q4 2021
InstitutionSharesValue% of portfolio
Churchill Management Corp465,579$241.0M3.36%
Arvest Trust Co N A298,350$154.4M8.14%
Qube Research & Technologies Ltd36,795$19.0M0.15%
Viridian Ria, LLC34,285$17.7M3.75%
Granite Bay Wealth Management, LLC23,749$12.3M12.14%
Linker Capital Management Inc.21,300$11.0M10.60%
Yousif Capital Management, LLC19,136$9.91M0.10%
Journey Strategic Wealth LLC17,912$9.27M0.97%
Montz Harcus Wealth Management LLC12,765$6.61M5.79%
Audent Global Asset Management, LLC12,359$6.40M2.68%
Unionview, LLC11,760$6.09M5.69%
TKG Advisors, LLC10,990$5.69M4.49%
Latigo Investments, LLC10,962$5.67M3.79%
Taylor, Cottrill, Erickson & Associates, Inc.7,636$3.95M1.16%
Highview Capital Management LLC6,906$3.58M2.32%
HB Wealth Management, LLC6,487$3.36M0.07%
Ti-Trust, Inc6,401$3.31M2.96%
Vestmark Advisory Solutions, Inc.6,112$3.16M0.18%
CWM, LLC6,065$3.14M0.02%
Flow Traders U.S. LLC5,278$2.73M0.15%
TD Waterhouse Canada Inc.4,409$2.36M0.02%
Ameritas Advisory Services, LLC4,120$2.13M0.08%
Darrow Company, Inc.4,104$2.13M1.87%
Toroso Investments, LLC4,090$2.12M0.06%
Umb Bank N A4,085$2.12M0.03%
Sovereign Financial Group, Inc.3,948$2.04M0.84%
Intelligent Financial Strategies3,838$1.99M1.79%
Revolve Wealth Partners, LLC3,833$1.98M0.57%
Quantum Private Wealth, LLC3,705$1.92M0.73%
Meridian Financial, LLC3,703$1.92M1.79%
Clientfirst Wealth Management, LLC3,789$1.88M1.68%
Investment Advisory Group, LLC3,682$1.80M1.15%
Flynn Zito Capital Management, LLC3,258$1.69M1.43%
NewEdge Wealth, LLC3,203$1.66M0.07%
Clark Capital Management Group, Inc.3,170$1.64M0.02%
WSFS Capital Management, LLC2,941$1.52M0.58%
Centric Wealth Management2,888$1.50M0.50%
Drive Wealth Management, LLC2,590$1.34M1.18%
RFG Advisory, LLC2,341$1.21M0.08%
Buckingham Strategic Partners2,294$1.19M0.25%
Lionsbridge Wealth Management LLC2,173$1.12M1.21%
WealthShield Partners, LLC2,120$1.10M0.18%
Trail Ridge Investment Advisors, LLC2,111$1.09M0.66%
Atria Investments LLC2,071$1.07M0.02%
Bill Few Associates, Inc.1,971$1.02M0.53%
Financial & Tax Architects, LLC1,880$973.2K0.40%
Summit Financial Wealth Advisors, LLC1,848$964.0K0.19%
Overbrook Management Corp1,860$963.0K0.19%
Vista Finance, LLC1,771$917.0K0.95%
Schrum Private Wealth Management LLC1,752$907.0K0.83%
Thompson Davis & Co., Inc.1,721$891.0K0.74%
NCM Capital Management, LLC1,719$890.0K0.79%
Gator Capital Management, LLC1,697$879.0K0.64%
Congress Wealth Management LLC1,680$870.0K0.02%
Oppenheimer Asset Management Inc.1,610$833.0K0.01%
RTD Financial Advisors, Inc.1,602$829.0K0.11%
Andrews, Lucia Wealth Management LLC1,557$806.0K0.73%
Kaydan Wealth Management, Inc.1,518$785.8K0.30%
WorthPointe, LLC1,594$783.0K0.70%
Sequoia Financial Advisors, LLC1,488$770.0K0.02%
Crown Wealth Group, LLC1,443$747.0K0.69%
VeraBank, N.A.1,413$731.0K0.37%
Warner Financial, Inc1,417$731.0K0.61%
Pinnacle Private Wealth, LLC1,322$684.0K0.21%
Capital Advisors Inc1,301$674.0K0.02%
Cannon Global Investment Management, LLC1,300$673.0K1.06%
Old North State Trust, LLC1,297$671.0K0.48%
Dixon Hughes Goodman Wealth Advisors LLC1,285$665.0K0.22%
Titleist Asset Management, Ltd.1,279$662.0K0.13%
Western Wealth Management, LLC1,268$658.0K0.06%
Security Financial Services, INC.1,154$597.0K0.20%
Orion Portfolio Solutions, LLC1,017$526.0K0.02%
Missouri Trust & Investment Co1,008$522.0K0.30%
Canal Capital Management, LLC1,000$518.0K0.13%
Maxele Advisors, LLC1,000$517.7K0.60%
NEIRG Wealth Management, LLC959$496.0K0.10%
Ardent Capital Management, Inc.910$471.0K0.31%
United Community Bank908$470.1K0.47%
Bradley Foster & Sargent Inc882$457.0K0.01%
Denver Wealth Management, Inc.858$444.0K0.43%
Monograph Wealth Advisors, LLC835$434.0K0.11%
Cardiff Park Advisors, LLC838$434.0K0.06%
High Net Worth Advisory Group LLC818$423.0K0.15%
Householder Group Estate & Retirement Specialist, LLC801$415.0K0.15%
Ghe, LLC800$414.0K0.32%
Aberdeen Wealth Management LLC726$376.0K0.25%
Greenup Street Wealth Management LLC725$375.0K0.23%
TCWP LLC700$362.0K0.07%
Asset Planning Corporation697$361.0K0.31%
Redmont Wealth Advisors LLC685$355.0K0.39%
Level Four Advisory Services, LLC684$354.0K0.03%
Southern Wealth Management, LLP684$354.0K0.14%
Koss-Olinger Consulting, LLC672$348.0K0.05%
Peterson Financial Group, Inc.669$346.2K0.28%
Etfidea, LLC631$326.7K0.13%
Ascent Group, LLC662$313.0K0.04%
Boothbay Fund Management, LLC578$299.0K0.01%
Mystic Asset Management, Inc.562$290.0K0.14%
American Trust553$286.0K0.02%
Advisor Resource Council544$282.0K0.02%

Sold out (58)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of MDY in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
HRT Financial LP111,125$53.4M
Tower Research Capital LLC (TRC)75,552$36.3M
MCF Advisors LLC27,251$13.1M
Pinkerton Retirement Specialists, LLC22,068$10.6M
Millennium Management LLC20,671$9.94M
Ramiah Investment Group18,384$8.84M
Prescott Group Capital Management, L.L.C.18,204$8.75M
Royal Fund Management, LLC15,503$7.46M
Verition Fund Management LLC13,881$6.67M
New England Asset Management Inc12,485$6.00M
Segall Bryant & Hamill, LLC6,818$3.28M
Quantbot Technologies LP5,000$2.40M
Global Retirement Partners, LLC4,478$2.15M
Pinnacle Family Advisors, LLC2,931$1.41M
Legacy Wealth Management, LLC2,250$1.08M
Slow Capital, Inc.2,163$1.04M
Trexquant Investment LP1,992$958.0K
Eastern Bank1,690$812.0K
Calton & Associates, Inc.1,507$724.0K
Arjuna Capital1,333$641.0K
Port Capital LLC1,184$569.0K
ING Groep NV1,093$526.0K
Bingham Osborn & Scarborough LLC794$382.0K
Plotkin Financial Advisors, LLC750$360.7K
Rodgers Brothers Inc.725$349.0K
Prudential Financial Inc705$343.0K
Truvvo Partners LLC712$342.0K
Spearhead Capital Advisors, LLC672$323.0K
Kovack Advisors, Inc.591$284.0K
Integrated Investment Consultants, LLC566$272.0K
Zevin Asset Management LLC559$269.0K
Arete Wealth Advisors, LLC552$266.0K
Cary Street Partners Asset Management LLC553$266.0K
Chesapeake Wealth Management525$252.0K
Capital One Financial Corp503$242.0K
Hedeker Wealth, LLC487$234.0K
Thomas Story & Son LLC485$233.0K
Kovitz Investment Group Partners, LLC476$229.0K
Capital Asset Advisory Services LLC470$227.0K
Orrstown Financial Services Inc466$224.0K
Emery Howard Portfolio Management, Inc.466$224.0K
Noesis Capital Mangement Corp448$215.0K
InterOcean Capital Group, LLC436$210.0K
Blueshift Asset Management, LLC416$200.0K
Systematic Alpha Investments, LLC300$153.0K
Capital Directions Investment Advisors, LLC190$91.0K
Kowal Investment Group, LLC143$69.0K
Gerber Kawasaki Wealth & Investment Management120$57.0K
Interactive Financial Advisors109$52.0K
Evolution Wealth Advisors, LLC100$48.0K
Herold Advisors, Inc.100$48.0K
Prentice Wealth Management LLC52$25.0K
Joseph P. Lucia & Associates, LLC50$24.0K
RWM Asset Management, LLC45$22.0K
Tfo-TDC, LLC32$15.0K
O'Shaughnessy Asset Management, LLC14$7.00K
Ironwood Financial, llc15$7.00K
USA Financial Portformulas Corp10$5.00K

Not filed for Q4 2021 yet (18)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDY in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Arvest Bank Trust Division301,385$144.9M
Alexandria Capital, LLC15,217$7.32M
Qci Asset Management Inc14,902$7.17M
Filbrandt Wealth Management, LLC10,007$4.81M
Homrich & Berg6,499$3.13M
BBVA USA4,024$1.94M
Ameritas Investment Company, LLC3,927$1.89M
Wealth Advisory Solutions, LLC3,420$1.65M
Rinet Co LLC3,225$1.55M
Mid Atlantic Financial Management Inc1,767$850.0K
Security National Trust Co1,520$746.0K
Swaine & Leidel Wealth Services, LLC1,534$737.0K
New England Investment & Retirement Group, Inc.959$461.0K
Harborview Advisors, LLC900$433.0K
Spotlight Asset Group, Inc.901$433.0K
Newport Wealth Strategies, Inc.767$369.0K
Landsberg, Bennett, & Dubbaneh LLC462$226.0K
Psagot Investment House Ltd.158$76.0K