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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 2,038 | $1.05M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 2,042 | $1.06M | 0.02% | +250+14.0% | Added |
| Pacific Financial Group Inc | 2,072 | $1.06M | 0.70% | +162+8.5% | Added |
| Edgestream Partners, L.P. | 2,053 | $1.06M | 0.07% | +1,160+129.9% | Added |
| Bryn Mawr Trust Co | 2,063 | $1.07M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 2,071 | $1.07M | 0.02% | +2,071 | New |
| Summit Trail Advisors, LLC | 2,073 | $1.08M | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,078 | $1.08M | 0.14% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,098 | $1.09M | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,099 | $1.09M | 0.04% | −142−6.3% | Reduced |
| Zhang Financial LLC | 2,106 | $1.09M | 0.19% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,111 | $1.09M | 0.66% | +2,111 | New |
| Frank, Rimerman Advisors LLC | 2,114 | $1.09M | 0.37% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,120 | $1.10M | 0.18% | +2,120 | New |
| Blue Barn Wealth, LLC | 2,130 | $1.10M | 0.75% | −224−9.5% | Reduced |
| Shufro Rose & Co LLC | 2,139 | $1.11M | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,145 | $1.11M | 0.51% | +3+0.1% | Added |
| Lionsbridge Wealth Management LLC | 2,173 | $1.12M | 1.21% | +2,173 | New |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $1.13M | 0.33% | −50−2.2% | Reduced |
| Rockland Trust Co | 2,187 | $1.13M | 0.07% | −311−12.4% | Reduced |
| Providence First Trust Co | 2,193 | $1.14M | 0.51% | −14−0.6% | Reduced |
| GM Advisory Group, Inc. | 2,249 | $1.16M | 0.10% | −197−8.1% | Reduced |
| Glassman Wealth Services | 2,256 | $1.17M | 0.21% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,294 | $1.19M | 0.25% | +2,294 | New |
| Moloney Securities Asset Management, LLC | 2,304 | $1.19M | 0.20% | −4,522−66.2% | Reduced |
| Howe & Rusling Inc | 2,319 | $1.20M | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,330 | $1.21M | 0.10% | −338−12.7% | Reduced |
| Parsons Capital Management Inc | 2,334 | $1.21M | 0.09% | +14+0.6% | Added |
| RFG Advisory, LLC | 2,341 | $1.21M | 0.08% | +2,341 | New |
| White Pine Capital LLC | 2,369 | $1.23M | 0.36% | +326+16.0% | Added |
| Baystate Wealth Management LLC | 2,369 | $1.23M | 0.11% | +121+5.4% | Added |
| Stephens Inc | 2,389 | $1.24M | 0.02% | −566−19.2% | Reduced |
| Sigma Investment Counselors Inc | 2,400 | $1.24M | 0.09% | −52−2.1% | Reduced |
| Tiedemann Advisors, LLC | 2,434 | $1.26M | 0.06% | +3+0.1% | Added |
| Integrated Advisors Network LLC | 2,458 | $1.27M | 0.08% | +171+7.5% | Added |
| Aspen Investment Management Inc | 2,475 | $1.28M | 0.63% | −24−1.0% | Reduced |
| North Star Investment Management Corp. | 2,504 | $1.30M | 0.09% | −810−24.4% | Reduced |
| TruWealth Advisors, LLC | 2,518 | $1.30M | 0.13% | −30−1.2% | Reduced |
| Dowling & Yahnke LLC | 2,538 | $1.31M | 0.06% | −176−6.5% | Reduced |
| Minot Wealth Management LLC | 2,552 | $1.32M | 0.25% | +439+20.8% | Added |
| CIBC World Markets Inc. | 2,587 | $1.34M | 0.00% | −822−24.1% | Reduced |
| Drive Wealth Management, LLC | 2,590 | $1.34M | 1.18% | +2,590 | New |
| HBK Sorce Advisory LLC | 2,643 | $1.37M | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,642 | $1.37M | 0.24% | +559+26.8% | Added |
| Regions Financial Corp | 2,643 | $1.37M | 0.01% | −201−7.1% | Reduced |
| Beaumont Financial Partners, LLC | 2,672 | $1.38M | 0.10% | +101+3.9% | Added |
| Brookstone Capital Management | 2,731 | $1.39M | 0.02% | +364+15.4% | Added |
| Wealthsource Partners, LLC | 2,683 | $1.39M | 0.11% | +770+40.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $1.39M | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,719 | $1.41M | 0.10% | −138−4.8% | Reduced |
| Lenox Wealth Advisors, LLC | 2,729 | $1.41M | 0.17% | +203+8.0% | Added |
| Choate Investment Advisors | 2,763 | $1.43M | 0.08% | −210−7.1% | Reduced |
| Lyell Wealth Management, LP | 2,757 | $1.43M | 0.16% | +52+1.9% | Added |
| Hardy Reed LLC | 2,775 | $1.44M | 0.24% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.45M | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,827 | $1.46M | 0.26% | +1,109+64.6% | Added |
| 9258 Wealth Management, LLC | 2,841 | $1.47M | 0.34% | +47+1.7% | Added |
| Walleye Trading LLC | 2,869 | $1.49M | 0.02% | +2,337+439.3% | Added |
| Wesbanco Bank Inc | 2,877 | $1.49M | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,878 | $1.49M | 0.06% | −71−2.4% | Reduced |
| Centric Wealth Management | 2,888 | $1.50M | 0.50% | +2,888 | New |
| SOL Capital Management CO | 2,905 | $1.50M | 0.27% | +50+1.8% | Added |
| Greenleaf Trust | 2,925 | $1.51M | 0.02% | +1,396+91.3% | Added |
| Johnson Financial Group, Inc. | 2,927 | $1.52M | 0.10% | −30−1.0% | Reduced |
| WSFS Capital Management, LLC | 2,941 | $1.52M | 0.58% | +2,941 | New |
| Baker Avenue Asset Management, LP | 2,973 | $1.54M | 0.08% | +444+17.6% | Added |
| Aspiriant, LLC | 3,021 | $1.56M | 0.08% | +9+0.3% | Added |
| Laird Norton Trust Company, LLC | 3,044 | $1.57M | 0.15% | −22−0.7% | Reduced |
| Kings Point Capital Management | 3,050 | $1.58M | 0.13% | −782−20.4% | Reduced |
| Fieldpoint Private Securities, LLC | 3,063 | $1.59M | 0.31% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,071 | $1.59M | 0.15% | −20−0.6% | Reduced |
| Sax Wealth Advisors, LLC | 3,081 | $1.59M | 0.33% | 00.0% | Unchanged |
| United Bank | 3,095 | $1.60M | 0.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,089 | $1.60M | 0.03% | −13,275−81.1% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.63M | 0.56% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,170 | $1.64M | 0.02% | +3,170 | New |
| Bremer Bank National Association | 3,173 | $1.64M | 0.27% | −129−3.9% | Reduced |
| NewEdge Wealth, LLC | 3,203 | $1.66M | 0.07% | +3,203 | New |
| Mattern Wealth Management LLC | 3,219 | $1.67M | 0.49% | −14,556−81.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,259 | $1.69M | 0.04% | +38+1.2% | Added |
| Flynn Zito Capital Management, LLC | 3,258 | $1.69M | 1.43% | +3,258 | New |
| Merit Financial Group, LLC | 3,312 | $1.72M | 0.17% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,359 | $1.74M | 1.76% | −17−0.5% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.75M | 0.33% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.76M | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.77M | 0.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,473 | $1.80M | 0.20% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,478 | $1.80M | 0.05% | +216+6.6% | Added |
| Investment Advisory Group, LLC | 3,682 | $1.80M | 1.15% | +3,682 | New |
| WealthBridge Capital Management, LLC | 3,484 | $1.80M | 0.67% | +20+0.6% | Added |
| Meridian Investment Counsel Inc. | 3,506 | $1.81M | 0.60% | −17−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 3,507 | $1.81M | 0.92% | +1,714+95.6% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,534 | $1.83M | 0.32% | +436+14.1% | Added |
| Paragon Capital Management Ltd | 3,534 | $1.83M | 0.29% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,550 | $1.84M | 0.44% | −52−1.4% | Reduced |
| Cutler Group LP | 3,600 | $1.86M | 0.13% | +3,400+1,700.0% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.88M | 1.68% | +3,789 | New |
| Bank of Nova Scotia | 3,645 | $1.89M | 0.00% | +1,145+45.8% | Added |
| Coyle Financial Counsel LLC | 3,680 | $1.91M | 1.12% | −39−1.0% | Reduced |
| Meridian Financial, LLC | 3,703 | $1.92M | 1.79% | +3,703 | New |