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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 882 | $457.0K | 0.01% | +882 | New |
| Brighton Jones LLC | 893 | $462.0K | 0.02% | +1+0.1% | Added |
| Donaldson Capital Management, LLC | 899 | $465.0K | 0.02% | −10−1.1% | Reduced |
| Two Sigma Securities, LLC | 900 | $466.0K | 0.09% | −1,248−58.1% | Reduced |
| United Community Bank | 908 | $470.1K | 0.47% | +908 | New |
| Ardent Capital Management, Inc. | 910 | $471.0K | 0.31% | +910 | New |
| Crestwood Advisors Group LLC | 913 | $473.0K | 0.01% | +230+33.7% | Added |
| Connors Investor Services Inc | 915 | $474.0K | 0.05% | 00.0% | Unchanged |
| Petix & Botte Co | 918 | $475.0K | 0.30% | −918−50.0% | Reduced |
| First Pacific Financial | 917 | $475.0K | 0.23% | −54−5.6% | Reduced |
| Vigilant Capital Management, LLC | 919 | $476.0K | 0.03% | +500+119.3% | Added |
| First Heartland Consultants, Inc. | 923 | $477.0K | 0.06% | −1,402−60.3% | Reduced |
| Great Valley Advisor Group, Inc. | 957 | $484.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 936 | $485.0K | 0.04% | −681−42.1% | Reduced |
| Fiera Capital Corp | 938 | $486.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 940 | $487.0K | 0.08% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 944 | $489.0K | 2.97% | −1,321−58.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 955 | $494.0K | 0.03% | 00.0% | Unchanged |
| HYA Advisors, Inc | 956 | $495.0K | 0.18% | −418−30.4% | Reduced |
| Lakeview Capital Partners, LLC | 957 | $495.0K | 0.29% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 959 | $496.0K | 0.10% | +959 | New |
| Capital Investment Advisors, LLC | 967 | $500.0K | 0.02% | +1+0.1% | Added |
| WBH Advisory Inc | 965 | $500.0K | 0.06% | +332+52.4% | Added |
| Quadrant Private Wealth Management, LLC | 968 | $501.0K | 0.19% | 00.0% | Unchanged |
| Financial Advisory Corp | 976 | $505.0K | 0.24% | −8−0.8% | Reduced |
| Premier Asset Management LLC | 979 | $507.0K | 0.09% | −6−0.6% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $514.0K | 0.24% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 994 | $515.0K | 0.10% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,000 | $517.7K | 0.60% | +1,000 | New |
| Rathbone Brothers plc | 1,000 | $518.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $518.0K | 0.30% | +800+400.0% | Added |
| Canal Capital Management, LLC | 1,000 | $518.0K | 0.13% | +1,000 | New |
| Keebeck Alpha, LP | 1,003 | $519.0K | 0.19% | +133+15.3% | Added |
| Rockbridge Investment Management, LCC | 1,008 | $522.0K | 0.08% | +200+24.8% | Added |
| Missouri Trust & Investment Co | 1,008 | $522.0K | 0.30% | +1,008 | New |
| Orion Portfolio Solutions, LLC | 1,017 | $526.0K | 0.02% | +1,017 | New |
| Diversified Trust Co | 1,020 | $528.0K | 0.02% | +21+2.1% | Added |
| Flagship Harbor Advisors, LLC | 1,020 | $528.0K | 0.05% | +500+96.2% | Added |
| First National Bank of Omaha | 1,024 | $530.0K | 0.03% | −23−2.2% | Reduced |
| Financial Advisory Service, Inc. | 1,044 | $540.0K | 0.05% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,051 | $544.0K | 0.06% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,052 | $545.0K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,281 | $546.0K | 0.16% | +270+26.7% | Added |
| Kestra Private Wealth Services, LLC | 1,069 | $553.0K | 0.03% | +76+7.7% | Added |
| Bragg Financial Advisors, Inc | 1,152 | $554.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,073 | $555.0K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,077 | $558.0K | 0.18% | −45−4.0% | Reduced |
| Progressive Investment Management Corp | 1,080 | $559.0K | 0.16% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 1,095 | $567.0K | 0.02% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,092 | $567.3K | 0.21% | +42+4.0% | Added |
| Measured Wealth Private Client Group, LLC | 1,099 | $569.0K | 0.20% | −664−37.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,106 | $572.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,106 | $573.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,113 | $576.0K | 0.28% | +2+0.2% | Added |
| Fagan Associates, Inc. | 1,116 | $578.0K | 0.11% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,130 | $585.0K | 0.31% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,135 | $588.0K | 0.03% | +50+4.6% | Added |
| Long Road Investment Counsel, LLC | 1,145 | $593.0K | 0.24% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,149 | $597.0K | 0.02% | +1+0.1% | Added |
| Security Financial Services, INC. | 1,154 | $597.0K | 0.20% | +1,154 | New |
| Encompass Wealth Advisors, LLC | 1,160 | $601.0K | 0.15% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,165 | $603.0K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $604.0K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,167 | $604.0K | 0.18% | +19+1.7% | Added |
| Steel Peak Wealth Management LLC | 1,167 | $604.0K | 0.04% | +117+11.1% | Added |
| JNBA Financial Advisors | 1,175 | $608.0K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,175 | $608.0K | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 1,182 | $612.0K | 0.06% | −12−1.0% | Reduced |
| Altium Wealth Management LLC | 1,196 | $619.0K | 0.04% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,195 | $619.0K | 0.05% | +142+13.5% | Added |
| Pallas Capital Advisors LLC | 1,327 | $627.0K | 0.08% | −1,083−44.9% | Reduced |
| SevenBridge Financial Group, LLC | 1,217 | $630.0K | 0.19% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,226 | $636.4K | 0.07% | −2,798−69.5% | Reduced |
| 55I, LLC | 1,233 | $638.0K | 0.02% | −1,396−53.1% | Reduced |
| Private Ocean, LLC | 1,241 | $643.0K | 0.08% | −1−0.1% | Reduced |
| M. Kraus & Co | 1,244 | $644.0K | 0.21% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,250 | $647.0K | 0.42% | −9,627−88.5% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $647.0K | 0.22% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,253 | $649.0K | 0.26% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,262 | $653.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,268 | $656.4K | 0.03% | +249+24.4% | Added |
| Western Wealth Management, LLC | 1,268 | $658.0K | 0.06% | +1,268 | New |
| Sheaff Brock Investment Advisors, LLC | 1,276 | $661.0K | 0.06% | +57+4.7% | Added |
| Titleist Asset Management, Ltd. | 1,279 | $662.0K | 0.13% | +1,279 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,285 | $665.0K | 0.22% | +1,285 | New |
| Roberts Glore & Co Inc | 1,286 | $666.0K | 0.18% | −1,218−48.6% | Reduced |
| Altfest L J & Co Inc | 1,289 | $667.0K | 0.13% | +561+77.1% | Added |
| Appleton Partners Inc | 1,290 | $668.0K | 0.05% | +60+4.9% | Added |
| BLB&B Advisors, LLC | 1,294 | $670.0K | 0.04% | −26−2.0% | Reduced |
| River Wealth Advisors LLC | 1,295 | $671.0K | 0.10% | −102−7.3% | Reduced |
| Certified Advisory Corp | 1,297 | $671.0K | 0.15% | +37+2.9% | Added |
| Old North State Trust, LLC | 1,297 | $671.0K | 0.48% | +1,297 | New |
| Cannon Global Investment Management, LLC | 1,300 | $673.0K | 1.06% | +1,300 | New |
| Capital Advisors Inc | 1,301 | $674.0K | 0.02% | +1,301 | New |
| Pinnacle Private Wealth, LLC | 1,322 | $684.0K | 0.21% | +1,322 | New |
| Neuberger Berman Group LLC | 1,324 | $685.0K | 0.00% | −36−2.6% | Reduced |
| Roof Eidam & Maycock | 1,333 | $690.0K | 0.23% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,341 | $694.0K | 0.01% | −406−23.2% | Reduced |
| GYL Financial Synergies, LLC | 1,353 | $700.0K | 0.19% | +1+0.1% | Added |