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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.

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.

Institutional holdersQ4 2021: 1,126 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2021: $13.7B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JCIC Asset Management Inc.3$2.00K0.00%00.0%Unchanged
Lake Point Wealth Management3$2.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC6$3.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.5$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$3.00K0.00%00.0%Unchanged
McDonald Partners LLC9$4.67K0.00%+9New
Absolute Capital Management, LLC9$4.67K0.00%+9New
Solstein Capital, LLC10$5.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC11$6.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC14$7.00K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC14$7.00K0.00%+14New
Crescent Capital Consulting, LLC16$8.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC16$8.28K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Stephens Consulting, LLC19$9.84K0.01%+19New
RE Dickinson Investment Advisors, LLC20$10.0K0.01%+20New
Andrew Hill Investment Advisors, Inc.20$10.0K0.01%+20New
SRS Capital Advisors, Inc.21$11.0K0.00%00.0%Unchanged
National Bank of Canada21$11.0K0.00%+21New
Steward Financial Group LLC22$11.0K0.01%+22New
Creative Financial Designs Inc24$12.0K0.00%+24New
Arrow Financial Corp25$13.0K0.00%−20−44.4%Reduced
IAG Wealth Partners, LLC26$13.0K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.26$13.0K0.01%+26New
City State Bank25$13.0K0.01%+25New
Atlas Capital Advisors LLC30$15.8K0.00%−4−11.8%Reduced
Ten Capital Wealth Advisors, LLC30$16.0K0.01%−40−57.1%Reduced
TD Capital Management LLC31$16.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC30$16.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.30$16.0K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$16.0K0.02%+31New
Retirement Group, LLC35$18.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC34$18.0K0.01%00.0%Unchanged
Amundi35$18.0K0.00%+35New
Selective Wealth Management, Inc.37$19.0K0.01%00.0%Unchanged
CKW Financial Group33$20.0K0.00%00.0%Unchanged
West Financial Advisors, LLC38$20.0K0.01%+38New
Annapolis Financial Services, LLC41$21.0K0.01%00.0%Unchanged
TFC Financial Management41$21.0K0.01%+41New
Gradient Investments LLC44$23.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC45$23.0K0.01%+45New
Concord Wealth Partners45$23.0K0.01%+45New
Sage Private Wealth Group, LLC51$26.0K0.03%00.0%Unchanged
Capital Analysts, LLC55$28.0K0.00%00.0%Unchanged
City Holding Co60$29.0K0.00%00.0%Unchanged
Piscataqua Savings Bank56$29.0K0.02%00.0%Unchanged
Norwood Financial Corp57$30.0K0.04%+57New
Benjamin F. Edwards & Company, Inc.60$31.0K0.00%00.0%Unchanged
Islay Capital Management, LLC60$31.0K0.02%00.0%Unchanged
CoreFirst Bank & Trust70$36.0K0.02%00.0%Unchanged
Carroll Financial Associates, Inc.75$38.0K0.00%−15−16.7%Reduced
Wagner Wealth Management, LLC77$40.0K0.03%00.0%Unchanged
HC Financial Advisors Inc77$40.0K0.02%00.0%Unchanged
First Washington CORP80$41.0K0.02%00.0%Unchanged
Bollard Group LLC80$41.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.83$43.0K0.02%+83New
Perkins Coie Trust Co85$44.0K0.01%00.0%Unchanged
Enterprise Trust & Investment Co85$44.0K0.02%00.0%Unchanged
Asset Dedication, LLC87$46.0K0.01%00.0%Unchanged
Castleview Partners, LLC23,813$46.0K0.00%+23,813New
First Community Trust NA90$46.6K0.04%+90New
AdvisorNet Financial, Inc90$47.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC95$49.0K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd100$51.0K0.00%+100New
Widmann Financial Services, Inc.100$51.0K0.04%+100New
Anchor Investment Management, LLC100$51.8K0.01%00.0%Unchanged
Clean Yield Group100$52.0K0.02%00.0%Unchanged
Assetmark, Inc106$55.0K0.00%+96+960.0%Added
First National Bank of South Miami109$56.0K0.03%−12−9.9%Reduced
Chilton Capital Management LLC108$56.0K0.00%+108New
EverSource Wealth Advisors, LLC108$56.0K0.02%+108New
America First Investment Advisors, LLC110$57.0K0.02%00.0%Unchanged
Global Trust Asset Management, LLC112$58.0K0.02%+112New
Canton Hathaway, LLC115$60.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC120$62.0K0.01%00.0%Unchanged
Newton One Investments LLC119$62.0K0.04%00.0%Unchanged
First Manhattan Co125$64.0K0.00%00.0%Unchanged
Horan Securities, Inc.125$65.0K0.04%+125New
Activest Wealth Management127$66.0K0.04%00.0%Unchanged
NEXT Financial Group, Inc134$69.0K0.00%−5−3.6%Reduced
Semmax Financial Advisors Inc.133$69.0K0.03%00.0%Unchanged
Bellwether Advisors, LLC143$74.0K0.02%00.0%Unchanged
Operose Advisors LLC145$75.0K0.06%+145New
Thomas J. Herzfeld Advisors, Inc.150$78.0K0.03%00.0%Unchanged
O'Dell Group, LLC150$78.0K0.02%00.0%Unchanged
1832 Asset Management L.P.150$79.0K0.00%−55−26.8%Reduced
Charter Oak Capital Management, LLC162$84.0K0.01%00.0%Unchanged
RGT Wealth Advisors, LLC169$87.0K0.01%+169New
Costello Asset Management, INC172$89.0K0.05%00.0%Unchanged
Sutton Wealth Advisors Inc.177$91.6K0.03%00.0%Unchanged
Country Trust Bank186$96.0K0.00%−10−5.1%Reduced
Parallax Volatility Advisers, L.P.197$102.0K0.00%−551−73.7%Reduced
Signaturefd, LLC197$102.0K0.00%−160−44.8%Reduced
Sugarloaf Wealth Management, LLC200$103.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC199$103.0K0.05%00.0%Unchanged
Cascade Investment Advisors, Inc.200$103.5K0.06%00.0%Unchanged
Gables Capital Management Inc.200$104.0K0.06%00.0%Unchanged
Washington Trust Advisors, Inc.200$104.0K0.01%+200New
Masso Torrence Wealth Management Inc.206$107.0K0.07%+206New
Henrickson Nauta Wealth Advisors, Inc.225$108.0K0.09%+225New