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 |
|---|---|---|---|---|---|
| Corsicana & Co. | 25,461 | $13.2M | 7.97% | −462−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 26,421 | $13.7M | 0.21% | +81+0.3% | Added |
| Green Square Capital Advisors LLC | 26,777 | $13.9M | 2.74% | +488+1.9% | Added |
| Caldwell Trust Co | 26,837 | $13.9M | 1.60% | −352−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,023 | $14.0M | 0.06% | −26,054−49.1% | Reduced |
| RMB Capital Management, LLC | 27,323 | $14.1M | 0.43% | +967+3.7% | Added |
| Linscomb & Williams, Inc. | 27,414 | $14.2M | 0.68% | −485−1.7% | Reduced |
| Boston Family Office LLC | 27,562 | $14.3M | 0.93% | −3,437−11.1% | Reduced |
| IFG Advisors, LLC | 28,065 | $14.5M | 6.16% | +345+1.2% | Added |
| SG Americas Securities, LLC | 28,934 | $15.0M | 0.10% | −40,752−58.5% | Reduced |
| Country Club Trust Company, n.a. | 29,958 | $15.5M | 1.22% | +364+1.2% | Added |
| Buckingham Strategic Wealth, LLC | 30,025 | $15.5M | 0.30% | −858−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 30,337 | $15.7M | 0.61% | +731+2.5% | Added |
| Huntington National Bank | – | $16.0M | 0.15% | – | – |
| Cetera Investment Advisers | 31,605 | $16.4M | 0.23% | +3,102+10.9% | Added |
| Financial Partners Capital Management LLC | 31,623 | $16.4M | 2.90% | +185+0.6% | Added |
| Trustmark National Bank Trust Department | 31,662 | $16.4M | 1.25% | −16−0.1% | Reduced |
| Frontier Wealth Management LLC | 31,694 | $16.4M | 1.08% | −40−0.1% | Reduced |
| People's United Financial, Inc. | 33,102 | $17.1M | 0.41% | −2,097−6.0% | Reduced |
| Dakota Wealth Management | 33,698 | $17.4M | 1.84% | −1,218−3.5% | Reduced |
| BlackRock Inc. | 34,019 | $17.6M | 0.00% | +3,706+12.2% | Added |
| Viridian Ria, LLC | 34,285 | $17.7M | 3.75% | +34,285 | New |
| MetLife Investment Management | 34,800 | $18.0M | 0.15% | −56,100−61.7% | Reduced |
| Camden Capital, LLC | 35,130 | $18.2M | 3.90% | −344−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 35,986 | $18.6M | 1.97% | +18+0.1% | Added |
| Hancock Whitney Corp | 35,995 | $18.6M | 0.59% | +148+0.4% | Added |
| Simmons Bank | 36,234 | $18.8M | 1.31% | −1,147−3.1% | Reduced |
| Johnson Investment Counsel Inc | 36,185 | $18.8M | 0.23% | −710−1.9% | Reduced |
| Curbstone Financial Management Corp | 36,469 | $18.9M | 3.34% | 00.0% | Unchanged |
| Vestor Capital, LLC | 36,695 | $19.0M | 1.81% | −115−0.3% | Reduced |
| Qube Research & Technologies Ltd | 36,795 | $19.0M | 0.15% | +36,795 | New |
| LCM Capital Management Inc | 37,170 | $19.2M | 14.90% | +176+0.5% | Added |
| Chicago Partners Investment Group LLC | 40,170 | $19.3M | 1.37% | +521+1.3% | Added |
| Covington Capital Management | 37,431 | $19.4M | 0.67% | −193−0.5% | Reduced |
| Bessemer Group Inc | 37,466 | $19.4M | 0.04% | −157,374−80.8% | Reduced |
| 1st Source Bank | 37,706 | $19.5M | 1.14% | −238−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 37,843 | $19.6M | 0.65% | −93−0.2% | Reduced |
| Prio Wealth Limited Partnership | 39,890 | $20.6M | 0.63% | −406−1.0% | Reduced |
| Oldfather Financial Services, LLC | 43,121 | $21.2M | 11.16% | +1,362+3.3% | Added |
| Citadel Advisors LLC | 41,521 | $21.5M | 0.02% | −10,492−20.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,849 | $21.7M | 3.81% | +59+0.1% | Added |
| Captrust Financial Advisors | 42,312 | $22.0M | 0.15% | −29−0.1% | Reduced |
| Klingman & Associates, LLC | 44,579 | $23.1M | 1.98% | −51−0.1% | Reduced |
| Cypress Capital, LLC | 45,345 | $23.5M | 2.68% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 46,109 | $23.9M | 6.65% | −59−0.1% | Reduced |
| Retirement Systems of Alabama | 46,290 | $24.0M | 0.08% | +58+0.1% | Added |
| Pachira Investments Inc. | 46,940 | $24.3M | 15.68% | +46,393+8,481.4% | Added |
| Cumberland Advisors Inc | 47,240 | $24.5M | 5.12% | +3,595+8.2% | Added |
| Clearstead Advisors, LLC | 48,799 | $25.3M | 1.72% | −166−0.3% | Reduced |
| Financial Advisory Group | 49,241 | $25.5M | 5.02% | −762−1.5% | Reduced |
| Stifel Financial Corp | 50,195 | $26.0M | 0.03% | −9,699−16.2% | Reduced |
| Ascent Wealth Partners, LLC | 51,822 | $26.8M | 4.78% | +2,369+4.8% | Added |
| Squarepoint Ops LLC | 51,995 | $26.9M | 0.13% | −25,697−33.1% | Reduced |
| Bartlett & Co. LLC | 55,235 | $28.7M | 0.49% | −200.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,235 | $28.7M | 0.49% | −200.0% | Reduced |
| Corient Capital Partners, LLC | 55,959 | $29.0M | 1.92% | +297+0.5% | Added |
| Smith, Moore & Co. | 56,989 | $29.5M | 4.10% | +349+0.6% | Added |
| Moreno Evelyn V | 59,475 | $30.8M | 6.16% | +7,370+14.1% | Added |
| Heritage Investors Management Corp | 60,108 | $31.1M | 1.21% | −1,344−2.2% | Reduced |
| Gofen & Glossberg LLC | 60,542 | $31.3M | 0.68% | −312−0.5% | Reduced |
| Baird Financial Group, Inc. | 60,571 | $31.4M | 0.07% | +2,139+3.7% | Added |
| Conning Inc. | 61,808 | $32.0M | 0.85% | −1,367−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 62,540 | $32.4M | 0.06% | −20,255−24.5% | Reduced |
| Victory Capital Management Inc | 62,758 | $32.5M | 0.03% | −2,790−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 63,656 | $33.0M | 0.02% | −63,656−50.0% | Reduced |
| Pittenger & Anderson Inc | 64,228 | $33.2M | 1.54% | +1,254+2.0% | Added |
| Waldron Private Wealth LLC | 64,923 | $33.6M | 1.66% | −3,376−4.9% | Reduced |
| Blair William & Co | 66,571 | $34.5M | 0.11% | +2,506+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 67,763 | $35.1M | 1.28% | +113+0.2% | Added |
| Peapack Gladstone Financial Corp | 68,901 | $35.7M | 0.67% | −320−0.5% | Reduced |
| Envestnet Asset Management Inc | 70,344 | $36.4M | 0.02% | +4,646+7.1% | Added |
| Pinnacle Associates Ltd | 71,079 | $36.8M | 0.63% | −1,376−1.9% | Reduced |
| Financial Counselors Inc | 74,664 | $38.7M | 0.79% | −655−0.9% | Reduced |
| Citizens Financial Group Inc | 74,777 | $38.7M | 1.30% | −1,096−1.4% | Reduced |
| Henshaw Capital LLC | 75,150 | $38.9M | 2.18% | 00.0% | Unchanged |
| Hyman Charles D | 75,638 | $39.2M | 2.48% | −80−0.1% | Reduced |
| Mariner, LLC | 82,358 | $42.6M | 0.18% | +1,624+2.0% | Added |
| First Hawaiian Bank | 82,760 | $42.8M | 1.26% | +1,320+1.6% | Added |
| Portland Global Advisors LLC | 87,640 | $45.4M | 7.57% | −299−0.3% | Reduced |
| Washington Trust Co | 91,261 | $47.2M | 1.77% | +3,223+3.7% | Added |
| Commonwealth Equity Services, LLC | 97,456 | $50.5M | 0.11% | −313−0.3% | Reduced |
| Truist Financial Corp | 98,544 | $51.0M | 0.08% | +73+0.1% | Added |
| JPMorgan Chase & Co | 100,278 | $51.9M | 0.01% | −15,244−13.2% | Reduced |
| Hills Bank & Trust Co | 102,594 | $53.1M | 7.30% | +826+0.8% | Added |
| Susquehanna International Group, LLP | 103,727 | $53.7M | 0.08% | +334+0.3% | Added |
| Credit Suisse AG | 107,036 | $55.4M | 0.04% | +19,050+21.7% | Added |
| State Street Corp | 107,042 | $55.5M | 0.00% | −6,287−5.5% | Reduced |
| Sandy Spring Bank | 108,460 | $56.1M | 2.68% | +380.0% | Added |
| Eaton Vance Management | 110,651 | $57.3M | 0.07% | +825+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 112,848 | $58.4M | 0.11% | −922−0.8% | Reduced |
| Montag A & Associates Inc | 117,249 | $60.7M | 2.99% | −1,290−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 122,981 | $63.7M | 0.10% | +335+0.3% | Added |
| Creative Planning | 124,664 | $64.5M | 0.10% | +3,721+3.1% | Added |
| Waddell & Associates, LLC | 128,533 | $66.5M | 10.55% | +1,338+1.1% | Added |
| FineMark National Bank & Trust | 133,571 | $69.1M | 2.64% | +11,952+9.8% | Added |
| Ameriprise Financial Inc | 137,440 | $71.2M | 0.02% | −5,762−4.0% | Reduced |
| Brown Advisory Inc | 140,043 | $72.5M | 0.09% | +355+0.3% | Added |
| HighTower Advisors, LLC | 140,793 | $72.9M | 0.16% | +18,381+15.0% | Added |
| Welch & Forbes LLC | 154,219 | $79.8M | 1.20% | +4,820+3.2% | Added |
| Whittier Trust Co | 163,811 | $84.8M | 1.38% | −1,703−1.0% | Reduced |