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.
| 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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 483 | $250.0K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 484 | $251.0K | 0.01% | −1−0.2% | Reduced |
| Coldstream Capital Management Inc | 488 | $253.0K | 0.01% | −256−34.4% | Reduced |
| Garde Capital, Inc. | 490 | $254.0K | 0.02% | +101+26.0% | Added |
| BlueSky Wealth Advisors, LLC | 493 | $255.0K | 0.05% | 00.0% | Unchanged |
| Miramar Capital, LLC | 493 | $255.0K | 0.09% | +493 | New |
| Front Street Capital Management, Inc. | 494 | $256.0K | 0.05% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 494 | $256.0K | 0.07% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $256.0K | 0.21% | +495 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $257.0K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $257.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $259.0K | 0.06% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $259.0K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $259.0K | 0.06% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 502 | $260.0K | 0.05% | +344+217.7% | Added |
| Mutual Advisors, LLC | 504 | $261.0K | 0.01% | −10,593−95.5% | Reduced |
| Brinker Capital Investments, LLC | 505 | $261.0K | 0.00% | +56+12.5% | Added |
| Watchman Group, Inc. | 505 | $261.0K | 0.14% | +505 | New |
| Snowden Capital Advisors LLC | 506 | $262.0K | 0.01% | +5+1.0% | Added |
| Sanford Advisory Services, LLC | 508 | $263.0K | 0.06% | −99−16.3% | Reduced |
| KWMG, LLC | 508 | $263.0K | 0.04% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 510 | $264.0K | 0.14% | 00.0% | Unchanged |
| PFS Investments Inc. | 513 | $266.0K | 0.01% | +30+6.2% | Added |
| Parkside Financial Bank & Trust | 515 | $267.0K | 0.07% | +10+2.0% | Added |
| Mather Group, LLC. | 516 | $267.0K | 0.01% | +516 | New |
| Ellis Investment Partners, LLC | 520 | $269.0K | 0.06% | −8−1.5% | Reduced |
| Burt Wealth Advisors | 525 | $272.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $275.0K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $276.0K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 537 | $278.0K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 538 | $279.0K | 0.05% | −59−9.9% | Reduced |
| Echo Wealth Management, LLC | 552 | $280.0K | 0.32% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 545 | $282.0K | 0.04% | −5−0.9% | Reduced |
| Advisor Resource Council | 544 | $282.0K | 0.02% | +544 | New |
| Resources Management Corp | 546 | $283.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $283.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 552 | $286.0K | 0.03% | −92−14.3% | Reduced |
| American Trust | 553 | $286.0K | 0.02% | +553 | New |
| Federation des caisses Desjardins du Quebec | 554 | $286.8K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 555 | $288.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 555 | $288.0K | 0.06% | +4+0.7% | Added |
| BKD Wealth Advisors, LLC | 558 | $289.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 561 | $290.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 561 | $290.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $290.0K | 0.14% | +562 | New |
| Vickerman Investment Advisors, Inc. | 564 | $292.0K | 0.12% | −279−33.1% | Reduced |
| Isthmus Partners, LLC | 565 | $292.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 565 | $292.5K | 0.12% | +7+1.3% | Added |
| Valeo Financial Advisors, LLC | 570 | $295.0K | 0.02% | −46−7.5% | Reduced |
| Norway Savings Bank | 570 | $295.0K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $295.0K | 0.02% | +2+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 575 | $298.0K | 0.08% | +55+10.6% | Added |
| Carlson Capital Management | 575 | $298.0K | 0.03% | +75+15.0% | Added |
| Investment Partners, Ltd. | 577 | $299.0K | 0.12% | −16−2.7% | Reduced |
| Platte River Wealth Advisors, LLC | 585 | $299.0K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $299.0K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 578 | $299.0K | 0.01% | +578 | New |
| Verdence Capital Advisors LLC | 579 | $300.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 581 | $301.0K | 0.07% | −18−3.0% | Reduced |
| Paragon Capital Management LLC | 582 | $301.0K | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 584 | $302.0K | 0.02% | +253+76.4% | Added |
| Wambolt & Associates, LLC | 595 | $308.0K | 0.11% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 598 | $310.0K | 0.04% | +59+10.9% | Added |
| Financial Partners Group, Inc | 648 | $311.0K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $311.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $311.0K | 0.11% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $311.0K | 0.15% | 00.0% | Unchanged |
| Wintrust Investments LLC | 605 | $313.0K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 662 | $313.0K | 0.04% | +662 | New |
| Keeler Thomas Management LLC | 611 | $316.0K | 0.14% | +1+0.2% | Added |
| Ancora Advisors, LLC | 612 | $317.0K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 617 | $319.0K | 0.25% | −44−6.7% | Reduced |
| Mendel Money Management | 617 | $319.0K | 0.18% | −33−5.1% | Reduced |
| Signet Financial Management, LLC | 621 | $322.0K | 0.05% | −198−24.2% | Reduced |
| Cowa, LLC | 620 | $322.0K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 629 | $326.0K | 0.02% | 00.0% | Unchanged |
| Etfidea, LLC | 631 | $326.7K | 0.13% | +631 | New |
| Shaker Investments LLC | 635 | $329.0K | 0.14% | +42+7.1% | Added |
| Rossmore Private Capital | 640 | $331.0K | 0.05% | −145−18.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 639 | $331.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 639 | $331.0K | 0.14% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $333.0K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $334.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $336.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 650 | $336.0K | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $337.0K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 654 | $338.6K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $340.0K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 659 | $341.0K | 0.05% | −115−14.9% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 660 | $342.0K | 0.49% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 660 | $342.0K | 0.04% | +5+0.8% | Added |
| YHB Investment Advisors, Inc. | 660 | $342.0K | 0.03% | +100+17.9% | Added |
| Larson Financial Group LLC | 661 | $342.0K | 0.05% | +600+983.6% | Added |
| Hilltop Holdings Inc. | 664 | $343.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $344.0K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 665 | $344.0K | 0.15% | +1+0.2% | Added |
| Peterson Financial Group, Inc. | 669 | $346.2K | 0.28% | +669 | New |
| Paulson Wealth Management Inc. | 670 | $347.0K | 0.16% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 672 | $348.0K | 0.05% | +672 | New |
| Farmers & Merchants Investments Inc | 675 | $349.0K | 0.01% | 00.0% | Unchanged |