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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 3,705 | $1.92M | 0.23% | +47+1.3% | Added |
| Quantum Private Wealth, LLC | 3,705 | $1.92M | 0.73% | +3,705 | New |
| Maryland Capital Management | 3,715 | $1.92M | 0.10% | −100−2.6% | Reduced |
| Horizon Investments, LLC | 3,722 | $1.93M | 0.06% | −20−0.5% | Reduced |
| Woodstock Corp | 3,723 | $1.93M | 0.20% | +75+2.1% | Added |
| Element Wealth, LLC | 3,724 | $1.93M | 1.46% | −1,930−34.1% | Reduced |
| Founders Financial Securities LLC | 3,732 | $1.93M | 0.35% | −1,346−26.5% | Reduced |
| TSFG, LLC | 3,734 | $1.93M | 0.67% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,793 | $1.96M | 0.15% | +760+25.1% | Added |
| Revolve Wealth Partners, LLC | 3,833 | $1.98M | 0.57% | +3,833 | New |
| Haverford Trust Co | 3,836 | $1.99M | 0.02% | +14+0.4% | Added |
| Intelligent Financial Strategies | 3,838 | $1.99M | 1.79% | +3,838 | New |
| National Asset Management, Inc. | 3,845 | $1.99M | 0.06% | −190−4.7% | Reduced |
| Wunderlich Capital Managemnt | 3,850 | $1.99M | 0.89% | −26−0.7% | Reduced |
| Nwam LLC | 3,870 | $2.00M | 0.16% | +31+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,875 | $2.01M | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,883 | $2.01M | 0.13% | +123+3.3% | Added |
| Leavell Investment Management, Inc. | 3,901 | $2.02M | 0.13% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 3,922 | $2.03M | 1.30% | −41−1.0% | Reduced |
| CAPROCK Group, Inc. | 3,910 | $2.03M | 0.17% | −20−0.5% | Reduced |
| Kelman-Lazarov, Inc. | 3,927 | $2.03M | 0.65% | −206−5.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,948 | $2.04M | 0.84% | +3,948 | New |
| Group One Trading, L.P. | 3,959 | $2.05M | 0.04% | +2,689+211.7% | Added |
| Tiemann Investment Advisors, LLC | 3,963 | $2.05M | 0.87% | −6−0.2% | Reduced |
| Summit Financial, LLC | 3,976 | $2.06M | 0.16% | +2,397+151.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,990 | $2.06M | 0.46% | −137−3.3% | Reduced |
| Signature Securities Group Corporation | 4,002 | $2.08M | 0.64% | +142+3.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,030 | $2.09M | 0.51% | −992−19.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,067 | $2.10M | 0.11% | −68−1.6% | Reduced |
| EP Wealth Advisors, LLC | 4,072 | $2.11M | 0.05% | +156+4.0% | Added |
| Umb Bank N A | 4,085 | $2.12M | 0.03% | +4,085 | New |
| Toroso Investments, LLC | 4,090 | $2.12M | 0.06% | +4,090 | New |
| J.W. Cole Advisors, Inc. | 4,098 | $2.12M | 0.14% | +146+3.7% | Added |
| Darrow Company, Inc. | 4,104 | $2.13M | 1.87% | +4,104 | New |
| Braun Stacey Associates Inc | 4,109 | $2.13M | 0.08% | −120−2.8% | Reduced |
| Ameritas Advisory Services, LLC | 4,120 | $2.13M | 0.08% | +4,120 | New |
| Centaurus Financial, Inc. | 4,127 | $2.14M | 0.16% | −89−2.1% | Reduced |
| Lowe Wealth Advisors, LLC | 4,126 | $2.14M | 0.94% | +97+2.4% | Added |
| Penobscot Investment Management Company, Inc. | 4,132 | $2.14M | 0.29% | −375−8.3% | Reduced |
| Venturi Wealth Management, LLC | 4,140 | $2.14M | 0.16% | −4,000−49.1% | Reduced |
| Colony Group LLC | 4,141 | $2.14M | 0.04% | +501+13.8% | Added |
| High Falls Advisors, Inc | 4,165 | $2.16M | 0.55% | +363+9.5% | Added |
| Northern Oak Wealth Management Inc | 4,170 | $2.16M | 0.24% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,190 | $2.17M | 0.00% | −1,365−24.6% | Reduced |
| PFG Advisors | 4,230 | $2.19M | 0.22% | −639−13.1% | Reduced |
| Salem Investment Counselors Inc | 4,238 | $2.19M | 0.08% | −45−1.1% | Reduced |
| Wade G W & Inc | 4,240 | $2.19M | 0.10% | +70+1.7% | Added |
| Hudson Valley Investment Advisors Inc | 4,274 | $2.21M | 0.35% | −160−3.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,275 | $2.21M | 0.98% | +40+0.9% | Added |
| Harbor Advisory Corp | 4,277 | $2.21M | 0.90% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,279 | $2.21M | 0.23% | −9−0.2% | Reduced |
| Cambridge Advisors Inc. | 4,307 | $2.23M | 0.50% | −20.0% | Reduced |
| Merriman Wealth Management, LLC | 4,329 | $2.24M | 0.16% | 00.0% | Unchanged |
| Cambridge Associates LLC | 4,339 | $2.25M | 0.17% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 4,343 | $2.25M | 0.32% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 4,384 | $2.27M | 0.76% | −24−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,413 | $2.28M | 0.04% | −187−4.1% | Reduced |
| New England Private Wealth Advisors LLC | 4,411 | $2.28M | 0.40% | +10.0% | Added |
| InTrack Investment Management Inc | 4,422 | $2.29M | 1.58% | +369+9.1% | Added |
| Financial Architects, Inc | 4,430 | $2.29M | 0.31% | −210−4.5% | Reduced |
| Change Path, LLC | 4,439 | $2.30M | 0.11% | +1,552+53.8% | Added |
| Avalon Investment & Advisory | 4,494 | $2.33M | 0.06% | −1,289−22.3% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.33M | 0.72% | 00.0% | Unchanged |
| Davidson Trust Co | 4,538 | $2.35M | 1.61% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,409 | $2.36M | 0.02% | +4,409 | New |
| Fiduciary Trust Co | 4,779 | $2.47M | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 4,802 | $2.49M | 0.28% | +228+5.0% | Added |
| Courier Capital LLC | 4,895 | $2.53M | 0.24% | −1,495−23.4% | Reduced |
| Northwest Bancshares, Inc. | 4,918 | $2.55M | 0.50% | −495−9.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,934 | $2.55M | 0.09% | −24−0.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,947 | $2.56M | 1.72% | −20.0% | Reduced |
| Cresset Asset Management, LLC | 4,938 | $2.56M | 0.02% | −618−11.1% | Reduced |
| Osborne Partners Capital Management, LLC | 4,990 | $2.58M | 0.19% | +376+8.1% | Added |
| Wealthcare Advisory Partners LLC | 5,021 | $2.60M | 0.16% | −474−8.6% | Reduced |
| Spinnaker Trust | 5,040 | $2.61M | 0.17% | −7−0.1% | Reduced |
| Asset Management Group, Inc. | 5,044 | $2.61M | 0.51% | −143−2.8% | Reduced |
| Gilman Hill Asset Management, LLC | 5,073 | $2.63M | 0.59% | 00.0% | Unchanged |
| AXA S.A. | 5,116 | $2.64M | 0.01% | +184+3.7% | Added |
| Eldridge Investment Advisors, Inc. | 5,103 | $2.64M | 0.87% | −40−0.8% | Reduced |
| Lido Advisors, LLC | 5,131 | $2.66M | 0.05% | +277+5.7% | Added |
| Argent Trust Co | 5,262 | $2.72M | 0.16% | −79−1.5% | Reduced |
| Putnam Investments LLC | 5,275 | $2.73M | 0.00% | +1,039+24.5% | Added |
| Flow Traders U.S. LLC | 5,278 | $2.73M | 0.15% | +5,278 | New |
| Sage Financial Management Group, Inc. | 5,338 | $2.76M | 1.84% | +5+0.1% | Added |
| Winthrop Advisory Group LLC | 5,425 | $2.82M | 0.57% | −29−0.5% | Reduced |
| Ieq Capital, LLC | 5,456 | $2.82M | 0.07% | +511+10.3% | Added |
| Connecticut Wealth Management, LLC | 5,491 | $2.84M | 0.22% | −67−1.2% | Reduced |
| Baron Financial Group, LLC | 5,521 | $2.86M | 1.62% | −175−3.1% | Reduced |
| Matrix Asset Advisors Inc | 5,541 | $2.87M | 0.37% | +93+1.7% | Added |
| Private Asset Management Inc | 5,548 | $2.87M | 0.35% | −288−4.9% | Reduced |
| Triumph Capital Management | 5,549 | $2.87M | 1.25% | +623+12.6% | Added |
| Hoylecohen, LLC | 5,561 | $2.88M | 0.24% | +437+8.5% | Added |
| AE Wealth Management LLC | 5,575 | $2.89M | 0.02% | −6,604−54.2% | Reduced |
| B. Riley Wealth Management, Inc. | 5,574 | $2.89M | 0.20% | −306−5.2% | Reduced |
| First Citizens Bank & Trust Co | 5,577 | $2.89M | 0.11% | +749+15.5% | Added |
| Regents of the University of California | 5,600 | $2.90M | 0.41% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,609 | $2.90M | 0.09% | +460+8.9% | Added |
| Jane Street Group, LLC | 5,614 | $2.91M | 0.01% | −5,142−47.8% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $2.92M | 1.00% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 5,766 | $2.98M | 1.37% | +141+2.5% | Added |