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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
Coastal Capital Group, Inc.211$109.0K0.02%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.215$111.0K0.02%−31−12.6%Reduced
Bivin & Associates, Inc.222$115.0K0.10%+222New
Monetary Management Group Inc230$119.0K0.03%00.0%Unchanged
Contravisory Investment Management, Inc.244$126.0K0.03%−4−1.6%Reduced
Blue Bell Private Wealth Management, LLC248$128.0K0.03%00.0%Unchanged
Sandy Cove Advisors, LLC247$128.0K0.11%+247New
Evermay Wealth Management LLC250$129.0K0.02%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.257$133.0K0.07%+4+1.6%Added
SJS Investment Consulting Inc.262$136.0K0.04%+262New
Dividend Assets Capital, LLC266$138.0K0.03%00.0%Unchanged
Fortitude Advisory Group L.L.C.279$144.0K0.07%+279New
Ritter Daniher Financial Advisory, LLC290$150.0K0.10%+290New
Halpern Financial, Inc.296$153.2K0.07%00.0%Unchanged
Ahl Investment Management, Inc.315$163.0K0.15%+315New
Winch Advisory Services, LLC319$165.0K0.05%−4−1.2%Reduced
Parallel Advisors, LLC321$166.0K0.01%−199−38.3%Reduced
Tilia Fiduciary Partners, Inc.329$170.0K0.14%+329New
Tyler-Stone Wealth Management335$173.0K0.09%+335New
CoreCap Advisors, LLC340$176.0K0.01%+340New
Blackhill Capital Inc351$182.0K0.02%00.0%Unchanged
Ellevest, Inc.367$190.0K0.02%00.0%Unchanged
HCR Wealth Advisors387$200.0K0.03%+387New
Arlington Partners LLC389$201.0K0.05%00.0%Unchanged
Camden National Bank389$201.0K0.04%+389New
Guild Investment Management, Inc.390$202.0K0.20%+390New
Alera Investment Advisors, LLC393$203.0K0.06%+393New
Telos Capital Management, Inc.395$204.0K0.03%+395New
Grassi Investment Management394$204.0K0.02%+394New
Karp Capital Management Corp394$204.0K0.03%+394New
BFSG, LLC400$207.0K0.03%+400New
Icapital Wealth LLC400$207.0K0.08%+400New
Rockwood Wealth Management, LLC400$207.1K0.09%+400New
Afg Fiduciary Services Limited Partnership401$208.0K0.15%+401New
German American Bancorp, Inc.404$209.0K0.03%+404New
WealthTrust Axiom LLC406$210.0K0.07%+406New
Retirement Planning Co of New England, Inc.406$210.0K0.10%+406New
Confluence Wealth Services, Inc.407$210.0K0.07%+407New
Bar Harbor Trust Services409$212.0K0.06%+409New
Vision Capital Management, Inc.410$212.0K0.03%+410New
Cordatus Wealth Management LLC410$212.0K0.06%+410New
Epiq Partners, LLC410$212.0K0.11%+410New
Harbour Investment Management LLC414$214.0K0.10%+414New
Financial Insights, Inc.414$214.0K0.18%+414New
Plancorp, LLC416$215.0K0.01%00.0%Unchanged
Burney Co415$215.0K0.01%+415New
Empirical Asset Management, LLC416$215.0K0.21%+416New
Texas Capital Bancshares Inc420$217.0K0.13%00.0%Unchanged
Brookmont Capital Management420$217.0K0.11%00.0%Unchanged
First Foundation Advisors419$217.0K0.01%00.0%Unchanged
Websterrogers Financial Advisors, LLC422$218.0K0.05%−60−12.4%Reduced
Intrua Financial, LLC421$218.0K0.04%−1−0.2%Reduced
Brown Miller Wealth Management, LLC422$218.0K0.12%00.0%Unchanged
Meritage Portfolio Management425$220.0K0.01%−2−0.5%Reduced
CWA Asset Management Group, LLC424$220.0K0.02%−3−0.7%Reduced
Waters Parkerson & Co., LLC425$220.0K0.01%00.0%Unchanged
Boston Trust Walden Corp425$220.0K0.00%00.0%Unchanged
Doman Group, LLC424$220.0K0.19%+424New
Mason & Associates Inc425$220.0K0.07%+425New
First Nebraska Trust Co425$220.0K0.03%00.0%Unchanged
Rise Advisors, LLC426$220.3K0.21%+426New
Symphony Financial, Ltd. Co.426$221.0K0.06%00.0%Unchanged
Mark Stevens429$222.0K0.02%−1−0.2%Reduced
SignalPoint Asset Management, LLC430$222.0K0.07%00.0%Unchanged
Van Strum & Towne Inc.430$223.0K0.08%00.0%Unchanged
Proequities, Inc.431$224.0K0.01%−747−63.4%Reduced
Sage Mountain Advisors LLC435$225.0K0.03%00.0%Unchanged
Clear Perspective Advisors, LLC436$226.0K0.07%−4−0.9%Reduced
Pathstone Family Office, LLC437$226.0K0.01%+10+2.3%Added
Woodmont Investment Counsel LLC439$227.0K0.03%−53−10.8%Reduced
Pictet & Cie (Europe) SA439$227.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC438$227.0K0.08%+69+18.7%Added
Exeter Financial, LLC450$228.0K0.12%00.0%Unchanged
Oder Investment Management, LLC443$229.0K0.32%00.0%Unchanged
Institutional & Family Asset Management, LLC442$229.0K0.04%+442New
Cohen Lawrence B444$230.0K0.09%+444New
U.S. Capital Wealth Advisors, LLC446$231.0K0.01%+446New
Laurel Wealth Advisors LLC449$232.0K0.05%00.0%Unchanged
Allegheny Financial Group LTD448$232.0K0.09%00.0%Unchanged
Soundmark Wealth Management, LLC451$233.0K0.16%−104−18.7%Reduced
GSB Wealth Management, LLC450$233.0K0.07%+450New
Strategic Wealth Partners Group LLC452$234.0K0.04%00.0%Unchanged
Bangor Savings Bank457$237.0K0.02%00.0%Unchanged
Pioneer Trust Bank N A459$238.0K0.06%00.0%Unchanged
Ledyard National Bank459$238.0K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC460$238.0K0.00%+460New
Wilbanks Smith & Thomas Asset Management LLC464$240.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC464$240.0K0.03%+30+6.9%Added
Dynamic Advisor Solutions LLC464$240.0K0.02%+464New
Buffington Mohr McNeal466$241.0K0.04%−5−1.1%Reduced
Gryphon Financial Partners LLC466$241.0K0.05%00.0%Unchanged
Tranquility Partners, LLC467$242.0K0.11%00.0%Unchanged
Guidance Point Advisors, LLC468$242.0K0.09%+42+9.9%Added
Rodgers & Associates, LTD470$243.0K0.04%−57−10.8%Reduced
Lesa Sroufe & Co470$243.0K0.24%00.0%Unchanged
Heritage Investment Group, Inc.475$246.0K0.19%+475New
Wolverine Trading, LLC478$247.0K0.00%+478New
Patton Albertson Miller Group, LLC478$247.0K0.04%+478New
Aj Wealth Strategies, LLC479$248.0K0.01%00.0%Unchanged
IHT Wealth Management, LLC482$250.0K0.02%−182−27.4%Reduced