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 |
|---|---|---|---|---|---|
| Trust Co | 675 | $349.0K | 0.08% | 00.0% | Unchanged |
| ACG Wealth | 674 | $349.0K | 0.05% | 00.0% | Unchanged |
| WP Advisors, LLC | 675 | $350.0K | 0.15% | +29+4.5% | Added |
| CRA Financial Services, LLC | 680 | $352.0K | 0.10% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 682 | $353.0K | 0.06% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 684 | $354.0K | 0.10% | −18−2.6% | Reduced |
| Level Four Advisory Services, LLC | 684 | $354.0K | 0.03% | +684 | New |
| Southern Wealth Management, LLP | 684 | $354.0K | 0.14% | +684 | New |
| Redmont Wealth Advisors LLC | 685 | $355.0K | 0.39% | +685 | New |
| Personal Capital Advisors Corp | 688 | $356.0K | 0.00% | +132+23.7% | Added |
| Blue Zone Wealth Advisors, LLC | 689 | $357.0K | 0.12% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $358.0K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 694 | $359.0K | 0.04% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 693 | $359.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 693 | $359.8K | 0.05% | +248+55.7% | Added |
| Thrivent Financial for Lutherans | 733 | $360.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 697 | $361.0K | 0.01% | −1−0.1% | Reduced |
| Asset Planning Corporation | 697 | $361.0K | 0.31% | +697 | New |
| Baldrige Asset Management LLC | 700 | $362.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $362.0K | 0.10% | 00.0% | Unchanged |
| TCWP LLC | 700 | $362.0K | 0.07% | +700 | New |
| Almanack Investment Partners, LLC. | 700 | $363.0K | 0.03% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 701 | $363.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 705 | $365.0K | 0.14% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 722 | $366.0K | 0.03% | −556−43.5% | Reduced |
| Flagship Private Wealth, LLC | 711 | $368.0K | 0.27% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $368.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 712 | $369.0K | 0.22% | +137+23.8% | Added |
| TrinityPoint Wealth, LLC | 713 | $369.0K | 0.07% | +137+23.8% | Added |
| Private Capital Group, LLC | 712 | $370.0K | 0.08% | −18−2.5% | Reduced |
| Oarsman Capital, Inc. | 718 | $372.0K | 0.15% | −10−1.4% | Reduced |
| Novare Capital Management LLC | 722 | $374.0K | 0.04% | −6−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 725 | $375.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $375.0K | 0.17% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 725 | $375.0K | 0.23% | +725 | New |
| Smith Chas P & Associates Pa Cpas | 727 | $376.0K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 726 | $376.0K | 0.25% | +726 | New |
| Fulton Breakefield Broenniman LLC | 730 | $378.0K | 0.03% | −15−2.0% | Reduced |
| Ashford Capital Management Inc | 731 | $378.0K | 0.04% | +26+3.7% | Added |
| Private Capital Management LLC | 737 | $381.0K | 0.13% | +1+0.1% | Added |
| EWG Elevate Inc. | 739 | $383.0K | 0.19% | −20,969−96.6% | Reduced |
| Trust Co of Vermont | 740 | $383.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $383.0K | 0.22% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 746 | $386.0K | 0.21% | −55−6.9% | Reduced |
| Hoese & Co LLP | 750 | $388.0K | 0.39% | −40−5.1% | Reduced |
| Howard Capital Management Group, LLC | 750 | $388.0K | 0.03% | −10−1.3% | Reduced |
| Peak Planning Group, LLC | 752 | $389.2K | 0.29% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 815 | $391.0K | 0.03% | +10+1.2% | Added |
| Charter Trust Co | 756 | $391.0K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $391.0K | 0.10% | 00.0% | Unchanged |
| Congress Asset Management Co | 756 | $391.0K | 0.00% | +242+47.1% | Added |
| Paradigm Financial Partners, LLC | 760 | $393.0K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $393.0K | 0.24% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 760 | $393.7K | 0.04% | −234−23.5% | Reduced |
| BerganKDV Wealth Management, LLC | 763 | $395.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 766 | $396.0K | 0.22% | +2+0.3% | Added |
| Janney Capital Management LLC | 767 | $397.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 770 | $399.0K | 0.06% | −14−1.8% | Reduced |
| Retirement Planning Group | 779 | $403.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $404.0K | 0.07% | −452−36.7% | Reduced |
| South State Corp. | 781 | $404.0K | 0.03% | −63−7.5% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $404.0K | 0.28% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 783 | $405.0K | 0.21% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 785 | $406.0K | 0.03% | −20−2.5% | Reduced |
| Smart Portfolios, LLC | 791 | $409.0K | 0.31% | 00.0% | Unchanged |
| Adviser Investments LLC | 793 | $411.0K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 796 | $412.0K | 0.01% | −1,709−68.2% | Reduced |
| Cypress Capital Management LLC | 797 | $413.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $414.0K | 0.02% | −50−5.9% | Reduced |
| Price T Rowe Associates Inc | 800 | $414.0K | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $414.0K | 0.02% | 00.0% | Unchanged |
| Ghe, LLC | 800 | $414.0K | 0.32% | +800 | New |
| LS Investment Advisors, LLC | 801 | $415.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $415.0K | 0.15% | +801 | New |
| Glenview Trust Co | 805 | $417.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 810 | $419.0K | 0.05% | +42+5.5% | Added |
| Citizens Business Bank | 815 | $422.0K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $423.0K | 0.20% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 818 | $423.0K | 0.15% | +818 | New |
| Chevy Chase Trust Holdings, Inc. | 821 | $425.0K | 0.00% | −25−3.0% | Reduced |
| Dohj, LLC | 822 | $426.0K | 0.19% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 827 | $428.0K | 0.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 826 | $428.0K | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 826 | $428.0K | 0.10% | +2+0.2% | Added |
| Berkeley, Inc | 831 | $430.2K | 0.29% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $434.0K | 0.11% | +835 | New |
| Cardiff Park Advisors, LLC | 838 | $434.0K | 0.06% | +838 | New |
| Financial Engines Advisors L.L.C. | 840 | $436.0K | 0.00% | −52−5.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $438.0K | 0.27% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 849 | $440.0K | 0.22% | +3+0.4% | Added |
| Clarus Wealth Advisors | 866 | $441.0K | 0.25% | −29−3.2% | Reduced |
| Zeke Capital Advisors, LLC | 855 | $443.0K | 0.03% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $444.0K | 0.43% | +858 | New |
| Scotia Capital Inc. | 859 | $445.0K | 0.00% | −13−1.5% | Reduced |
| One Capital Management, LLC | 868 | $449.0K | 0.03% | −7−0.8% | Reduced |
| Simon Quick Advisors, LLC | 871 | $451.0K | 0.12% | +63+7.8% | Added |
| Aldebaran Financial Inc. | 876 | $453.0K | 0.35% | −2,579−74.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $453.0K | 0.03% | −10−1.1% | Reduced |
| REDW Wealth LLC | 874 | $453.0K | 0.13% | +1+0.1% | Added |
| Brand Asset Management Group, Inc. | 881 | $456.0K | 0.21% | +187+26.9% | Added |