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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 1,354 | $701.0K | 0.31% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,355 | $701.0K | 0.47% | +55+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 1,353 | $702.0K | 0.06% | +452+50.2% | Added |
| SJA Financial Advisory, LLC | 1,364 | $706.0K | 0.50% | +4+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,368 | $708.0K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,369 | $708.9K | 0.06% | +354+34.9% | Added |
| Wealth Architects, LLC | 1,373 | $711.0K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $714.0K | 0.24% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,384 | $716.0K | 0.39% | −115−7.7% | Reduced |
| Gamble Jones Investment Counsel | 1,388 | $719.0K | 0.04% | +134+10.7% | Added |
| Leisure Capital Management | 1,390 | $720.0K | 0.33% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 1,400 | $725.0K | 0.36% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,467 | $727.0K | 0.54% | +6+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $731.0K | 0.21% | −5−0.4% | Reduced |
| VeraBank, N.A. | 1,413 | $731.0K | 0.37% | +1,413 | New |
| Warner Financial, Inc | 1,417 | $731.0K | 0.61% | +1,417 | New |
| Financial Advocates Investment Management | 1,413 | $732.0K | 0.05% | +8+0.6% | Added |
| Platform Technology Partners | 1,430 | $740.0K | 0.33% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $742.0K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,436 | $743.0K | 0.03% | +2+0.1% | Added |
| Crown Wealth Group, LLC | 1,443 | $747.0K | 0.69% | +1,443 | New |
| First National Bank Sioux Falls | 1,445 | $748.0K | 0.80% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,451 | $751.0K | 0.12% | −2−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,452 | $752.0K | 0.14% | −177−10.9% | Reduced |
| Sequoia Financial Advisors, LLC | 1,488 | $770.0K | 0.02% | +1,488 | New |
| CCG Wealth Management, LLC | 1,505 | $779.0K | 0.41% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $781.0K | 0.29% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $782.0K | 0.04% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,594 | $783.0K | 0.70% | +1,594 | New |
| Pettinga Financial Advisors, LLC | 1,517 | $785.0K | 0.19% | −6,919−82.0% | Reduced |
| Kaydan Wealth Management, Inc. | 1,518 | $785.8K | 0.30% | +1,518 | New |
| Quadrant Capital Group LLC | 1,522 | $788.0K | 0.09% | +355+30.4% | Added |
| Samalin Investment Counsel, LLC | 1,527 | $791.0K | 0.47% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,537 | $796.0K | 0.04% | −1,681−52.2% | Reduced |
| Arkadios Wealth Advisors | 1,550 | $802.0K | 0.11% | +22+1.4% | Added |
| Geneos Wealth Management Inc. | 1,551 | $803.0K | 0.03% | −28−1.8% | Reduced |
| Vista Investment Management | 1,554 | $804.0K | 0.44% | +1+0.1% | Added |
| Andrews, Lucia Wealth Management LLC | 1,557 | $806.0K | 0.73% | +1,557 | New |
| Ziegler Capital Management, LLC | 1,568 | $812.0K | 0.03% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,576 | $816.0K | 0.52% | +43+2.8% | Added |
| American Money Management, LLC | 1,590 | $823.0K | 0.21% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,601 | $828.0K | 0.14% | +124+8.4% | Added |
| Berger Financial Group, Inc | 1,602 | $829.0K | 0.11% | +1+0.1% | Added |
| RTD Financial Advisors, Inc. | 1,602 | $829.0K | 0.11% | +1,602 | New |
| Meeder Asset Management Inc | 1,608 | $832.0K | 0.08% | +273+20.4% | Added |
| Oppenheimer Asset Management Inc. | 1,610 | $833.0K | 0.01% | +1,610 | New |
| Orgel Wealth Management, LLC | 1,615 | $836.0K | 0.08% | −8−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 1,617 | $837.0K | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,627 | $842.0K | 0.04% | +2+0.1% | Added |
| Truepoint, Inc. | 1,631 | $845.0K | 0.04% | +16+1.0% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $846.0K | 0.14% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,653 | $856.0K | 0.14% | +204+14.1% | Added |
| Great Lakes Advisors, LLC | 1,658 | $858.0K | 0.01% | +55+3.4% | Added |
| Baldwin Brothers Inc | 1,659 | $859.0K | 0.09% | +35+2.2% | Added |
| Holistic Financial Partners | 1,669 | $864.0K | 0.50% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,675 | $867.0K | 0.15% | +196+13.3% | Added |
| Congress Wealth Management LLC | 1,680 | $870.0K | 0.02% | +1,680 | New |
| Lynch & Associates | 1,690 | $875.0K | 0.21% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,695 | $878.0K | 0.29% | −34−2.0% | Reduced |
| Legacy Private Trust Co. | 1,696 | $878.0K | 0.07% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,697 | $879.0K | 0.64% | +1,697 | New |
| Cadence Bank NA | 1,718 | $889.0K | 0.24% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,719 | $890.0K | 0.79% | +1,719 | New |
| Thompson Davis & Co., Inc. | 1,721 | $891.0K | 0.74% | +1,721 | New |
| Cornerstone Wealth Management, LLC | 1,722 | $893.0K | 0.09% | −74−4.1% | Reduced |
| Advisors Capital Management, LLC | 1,727 | $894.0K | 0.02% | +418+31.9% | Added |
| Sawgrass Asset Management LLC | 1,742 | $902.0K | 0.09% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,745 | $903.0K | 0.08% | +4+0.2% | Added |
| Duncker Streett & Co Inc | 1,744 | $903.0K | 0.16% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 1,743 | $905.0K | 0.20% | −22−1.2% | Reduced |
| Neumann Capital Management, LLC | 1,750 | $906.0K | 0.37% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,752 | $907.0K | 0.83% | +1,752 | New |
| Alesco Advisors LLC | 1,758 | $910.0K | 0.03% | −35−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 1,759 | $911.0K | 0.04% | +1+0.1% | Added |
| Sigma Planning Corp | 1,761 | $912.0K | 0.03% | −316−15.2% | Reduced |
| Quest Capital Management Inc | 1,765 | $914.0K | 0.16% | −11−0.6% | Reduced |
| Vista Finance, LLC | 1,771 | $917.0K | 0.95% | +1,771 | New |
| GFS Advisors, LLC | 1,783 | $923.0K | 0.15% | −460−20.5% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $931.0K | 0.08% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,799 | $931.0K | 0.10% | +379+26.7% | Added |
| Moors & Cabot, Inc. | 1,805 | $934.0K | 0.06% | +329+22.3% | Added |
| First Business Financial Services, Inc. | 1,808 | $936.0K | 0.10% | −80−4.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,811 | $938.0K | 0.17% | +776+75.0% | Added |
| Barber Financial Group, Inc. | 1,858 | $962.0K | 0.12% | −79,188−97.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,859 | $962.0K | 0.07% | +4+0.2% | Added |
| Overbrook Management Corp | 1,860 | $963.0K | 0.19% | +1,860 | New |
| Summit Financial Wealth Advisors, LLC | 1,848 | $964.0K | 0.19% | +1,848 | New |
| We Are One Seven, LLC | 1,865 | $966.0K | 0.10% | +1,385+288.5% | Added |
| Financial & Tax Architects, LLC | 1,880 | $973.2K | 0.40% | +1,880 | New |
| Clear Creek Financial Management, LLC | 1,931 | $977.0K | 0.15% | −11,425−85.5% | Reduced |
| Private Wealth Group, LLC | 1,887 | $977.0K | 0.66% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,889 | $978.0K | 0.01% | −22−1.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,889 | $978.0K | 0.59% | +4+0.2% | Added |
| Frisch Financial Group, Inc. | 1,908 | $986.0K | 0.31% | +59+3.2% | Added |
| CPWM, LLC | 2,056 | $988.0K | 0.08% | 00.0% | Unchanged |
| LCNB Corp | 1,910 | $989.0K | 0.45% | −55−2.8% | Reduced |
| Prosperity Planning, Inc. | 1,949 | $1.01M | 0.51% | −3−0.2% | Reduced |
| Bill Few Associates, Inc. | 1,971 | $1.02M | 0.53% | +1,971 | New |
| Clear Harbor Asset Management, LLC | 2,032 | $1.05M | 0.12% | +400+24.5% | Added |
| Kingsview Wealth Management, LLC | 2,034 | $1.05M | 0.04% | +57+2.9% | Added |