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
- 1,127
- +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
18 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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 11,798 | $6.11M | 0.12% | −425−3.5% | Reduced |
| Pegasus Partners Ltd. | 11,867 | $6.14M | 1.08% | −390−3.2% | Reduced |
| Raffa Wealth Management, LLC | 11,884 | $6.15M | 2.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,922 | $6.17M | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 12,026 | $6.23M | 0.23% | −95−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 12,176 | $6.30M | 1.53% | −13−0.1% | Reduced |
| Modera Wealth Management, LLC | 12,199 | $6.32M | 0.24% | −38−0.3% | Reduced |
| Cerity Partners LLC | 12,225 | $6.33M | 0.10% | +803+7.0% | Added |
| Motco | 12,286 | $6.36M | 0.39% | −446−3.5% | Reduced |
| Audent Global Asset Management, LLC | 12,359 | $6.40M | 2.68% | +12,359 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,472 | $6.46M | 1.06% | +155+1.3% | Added |
| First Horizon Advisors, Inc. | 12,557 | $6.50M | 0.20% | +120+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,559 | $6.50M | 0.10% | +380+3.1% | Added |
| MML Investors Services, LLC | 12,666 | $6.56M | 0.05% | −325−2.5% | Reduced |
| Adirondack Trust Co | 12,694 | $6.57M | 3.13% | −562−4.2% | Reduced |
| Montz Harcus Wealth Management LLC | 12,765 | $6.61M | 5.79% | +12,765 | New |
| Fifth Third Bancorp | 12,839 | $6.65M | 0.03% | −873−6.4% | Reduced |
| Round Table Services, LLC | 13,039 | $6.75M | 1.27% | −40.0% | Reduced |
| All Terrain Financial Advisors, LLC | 13,225 | $6.85M | 2.91% | −539−3.9% | Reduced |
| Meristem Family Wealth, LLC | 13,329 | $6.90M | 0.59% | −200−1.5% | Reduced |
| G&S Capital LLC | 13,369 | $6.92M | 3.45% | +948+7.6% | Added |
| Private Advisor Group, LLC | 13,392 | $6.93M | 0.05% | −6,651−33.2% | Reduced |
| Smith Anglin Financial, LLC | 13,585 | $7.03M | 1.20% | +35+0.3% | Added |
| Busey Wealth Management | 13,603 | $7.04M | 0.27% | +98+0.7% | Added |
| American International Group, Inc. | 13,700 | $7.09M | 0.04% | −17,800−56.5% | Reduced |
| Fifth Third Securities, Inc. | 13,729 | $7.13M | 0.77% | +579+4.4% | Added |
| Chesley Taft & Associates LLC | 13,775 | $7.13M | 0.37% | −31−0.2% | Reduced |
| Bank of New Hampshire | 13,918 | $7.21M | 1.75% | +198+1.4% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $7.21M | 2.40% | 00.0% | Unchanged |
| Estate Counselors, LLC | 14,057 | $7.28M | 0.88% | −3,528−20.1% | Reduced |
| Community Bank, N.A. | 14,092 | $7.29M | 0.84% | −312−2.2% | Reduced |
| Legal & General Group Plc | 14,200 | $7.35M | 0.00% | 00.0% | Unchanged |
| Elm Advisors, LLC | 14,296 | $7.40M | 4.11% | −214−1.5% | Reduced |
| Midwest Professional Planners, LTD. | 14,311 | $7.41M | 3.60% | −226−1.6% | Reduced |
| Colorado Capital Management, Inc. | 14,340 | $7.45M | 5.00% | −65−0.5% | Reduced |
| Central Bank & Trust Co | 14,534 | $7.52M | 1.16% | −2,418−14.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,649 | $7.61M | 4.38% | +367+2.6% | Added |
| Cetera Advisor Networks LLC | 14,722 | $7.62M | 0.09% | −13,910−48.6% | Reduced |
| GWM Advisors LLC | 14,840 | $7.68M | 0.12% | +1,476+11.0% | Added |
| Howard Capital Management Inc. | 13,246 | $7.73M | 0.95% | −485−3.5% | Reduced |
| Pacific Center for Financial Services | 15,049 | $7.79M | 3.14% | −650−4.1% | Reduced |
| Retirement Income Solutions, Inc | 15,065 | $7.80M | 2.09% | +10+0.1% | Added |
| Peddock Capital Advisors, LLC | 15,223 | $7.88M | 2.60% | −1,276−7.7% | Reduced |
| Raymond James Trust N.A. | 15,275 | $7.91M | 0.24% | +311+2.1% | Added |
| Staley Capital Advisers Inc | 15,280 | $7.91M | 0.38% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15,326 | $7.93M | 0.89% | −323−2.1% | Reduced |
| Prospera Financial Services Inc | 15,413 | $7.98M | 0.34% | +5,560+56.4% | Added |
| Rhumbline Advisers | 15,604 | $8.08M | 0.01% | +13,890+810.4% | Added |
| Bokf, NA | 15,634 | $8.09M | 0.13% | +92+0.6% | Added |
| Goelzer Investment Management, Inc. | 15,654 | $8.10M | 0.66% | −138−0.9% | Reduced |
| Madison Asset Management, LLC | 15,762 | $8.16M | 0.11% | +2,161+15.9% | Added |
| Legacy Advisors, LLC | 15,873 | $8.22M | 3.01% | −488−3.0% | Reduced |
| Metropolitan Life Insurance Co | 16,000 | $8.28M | 0.11% | −10,400−39.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 16,047 | $8.31M | 0.10% | +648+4.2% | Added |
| Sun Life Financial INC | 16,698 | $8.64M | 0.32% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,798 | $8.70M | 0.04% | −285−1.7% | Reduced |
| MUFG Americas Holdings Corp | 16,894 | $8.75M | 0.16% | −2,043−10.8% | Reduced |
| Cetera Advisors LLC | 16,920 | $8.76M | 0.18% | −5,698−25.2% | Reduced |
| Bridgeworth, LLC | 16,950 | $8.77M | 1.94% | +233+1.4% | Added |
| Hummer Financial Advisory Services Inc | 17,073 | $8.86M | 7.47% | −375−2.1% | Reduced |
| Edge Capital Group, LLC | 17,206 | $8.91M | 0.63% | +3,049+21.5% | Added |
| Comerica Bank | 19,003 | $8.98M | 0.07% | −21,967−53.6% | Reduced |
| KCM Investment Advisors LLC | 17,747 | $9.19M | 0.32% | −815−4.4% | Reduced |
| Kestra Advisory Services, LLC | 17,797 | $9.21M | 0.09% | −3,480−16.4% | Reduced |
| D. Scott Neal, Inc. | 17,863 | $9.25M | 3.49% | −317−1.7% | Reduced |
| NBT Bank N A | 17,885 | $9.26M | 1.19% | −560−3.0% | Reduced |
| Journey Strategic Wealth LLC | 17,912 | $9.27M | 0.97% | +17,912 | New |
| Boston Private Wealth LLC | 17,952 | $9.29M | 0.15% | −22,361−55.5% | Reduced |
| Sargent Bickham Lagudis LLC | 18,031 | $9.33M | 0.70% | −748−4.0% | Reduced |
| Parametric Portfolio Associates LLC | 18,370 | $9.51M | 0.00% | +162+0.9% | Added |
| CIBC Private Wealth Group, LLC | 18,479 | $9.57M | 0.02% | −252−1.3% | Reduced |
| Telemus Capital, LLC | 18,521 | $9.59M | 0.78% | −59−0.3% | Reduced |
| FMR LLC | 19,045 | $9.86M | 0.00% | +36+0.2% | Added |
| Yousif Capital Management, LLC | 19,136 | $9.91M | 0.10% | +19,136 | New |
| Grove Bank & Trust | 19,557 | $10.1M | 1.93% | −72−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 19,931 | $10.3M | 1.60% | −1,534−7.1% | Reduced |
| Lutz Financial Services LLC | 20,237 | $10.5M | 1.29% | −70−0.3% | Reduced |
| Terry L. Blaker | 20,357 | $10.5M | 0.81% | −546−2.6% | Reduced |
| Evercore Wealth Management, LLC | 20,493 | $10.6M | 0.17% | −105−0.5% | Reduced |
| jvl associates llc | 20,536 | $10.6M | 6.65% | −396−1.9% | Reduced |
| Brown Brothers Harriman & Co | 20,839 | $10.8M | 0.06% | +203+1.0% | Added |
| Dumont & Blake Investment Advisors LLC | 21,138 | $10.9M | 2.86% | +352+1.7% | Added |
| Bordeaux Wealth Advisors LLC | 21,166 | $11.0M | 5.05% | −1,000−4.5% | Reduced |
| SlateStone Wealth, LLC | 21,180 | $11.0M | 2.34% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 21,222 | $11.0M | 1.62% | +174+0.8% | Added |
| Linker Capital Management Inc. | 21,300 | $11.0M | 10.60% | +21,300 | New |
| HSBC Holdings PLC | 21,607 | $11.2M | 0.01% | −1,879−8.0% | Reduced |
| Old National Bancorp | 21,834 | $11.3M | 0.40% | −652−2.9% | Reduced |
| Capstone Financial Advisors, Inc. | 22,240 | $11.5M | 0.83% | −92−0.4% | Reduced |
| Massmutual Trust Co FSB | 22,441 | $11.6M | 0.43% | +2,208+10.9% | Added |
| Pinnacle Financial Partners Inc | 22,982 | $11.9M | 0.37% | −949−4.0% | Reduced |
| Glenmede Trust Co NA | 23,484 | $12.2M | 0.06% | +1,969+9.2% | Added |
| Granite Bay Wealth Management, LLC | 23,749 | $12.3M | 12.14% | +23,749 | New |
| Commerce Bank | 24,180 | $12.5M | 0.08% | +400+1.7% | Added |
| Youngs Advisory Group, Inc. | 24,181 | $12.5M | 7.90% | +962+4.1% | Added |
| Exchange Capital Management, Inc. | 24,346 | $12.6M | 2.29% | −244−1.0% | Reduced |
| Janney Montgomery Scott LLC | 25,123 | $13.0M | 0.05% | +1,991+8.6% | Added |
| First Financial Bank - Trust Division | 25,196 | $13.0M | 1.32% | −1,867−6.9% | Reduced |
| Tiaa, FSB | 25,312 | $13.1M | 0.04% | +143+0.6% | Added |
| M&T Bank Corp | 25,424 | $13.2M | 0.06% | +25+0.1% | Added |