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
- 1,127
- +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
18 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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 5,766 | $2.98M | 1.37% | +141+2.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,783 | $2.99M | 0.29% | +211+3.8% | Added |
| Capital Group Private Client Services, Inc. | 5,841 | $3.02M | 0.03% | +15+0.3% | Added |
| JMG Financial Group, Ltd. | 5,861 | $3.03M | 0.16% | −76−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,923 | $3.07M | 0.07% | +657+12.5% | Added |
| Apollon Wealth Management, LLC | 5,992 | $3.10M | 0.25% | +31+0.5% | Added |
| CWM, LLC | 6,065 | $3.14M | 0.02% | +6,065 | New |
| Intercontinental Wealth Advisors, LLC | 6,073 | $3.14M | 0.66% | −268−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,112 | $3.16M | 0.18% | +6,112 | New |
| Pegasus Asset Management, Inc. | 6,122 | $3.17M | 1.30% | −88−1.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,745 | $3.19M | 1.34% | +20.0% | Added |
| Mercer Global Advisors Inc | 6,163 | $3.19M | 0.02% | −170−2.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,166 | $3.19M | 2.51% | +98+1.6% | Added |
| Silvercrest Asset Management Group LLC | 6,179 | $3.20M | 0.02% | −259−4.0% | Reduced |
| West Paces Advisors Inc. | 6,237 | $3.23M | 1.01% | −50−0.8% | Reduced |
| Sepio Capital, LP | 6,300 | $3.26M | 0.24% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $3.27M | 0.54% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,322 | $3.27M | 0.38% | −30−0.5% | Reduced |
| Ti-Trust, Inc | 6,401 | $3.31M | 2.96% | +6,401 | New |
| HB Wealth Management, LLC | 6,487 | $3.36M | 0.07% | +6,487 | New |
| Northstar Asset Management LLC | 6,490 | $3.36M | 0.79% | +45+0.7% | Added |
| Meridian Wealth Management, LLC | 6,497 | $3.36M | 0.36% | −115−1.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,517 | $3.37M | 1.41% | +88+1.4% | Added |
| Personal Wealth Partners | 6,519 | $3.38M | 1.39% | −36−0.5% | Reduced |
| Bristlecone Advisors, LLC | 6,587 | $3.41M | 0.41% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6,591 | $3.41M | 1.51% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,628 | $3.43M | 1.75% | −52−0.8% | Reduced |
| Spire Wealth Management | 6,688 | $3.46M | 0.08% | +1,404+26.6% | Added |
| Ballentine Partners, LLC | 6,773 | $3.51M | 0.10% | 00.0% | Unchanged |
| Jennison Associates LLC | 6,779 | $3.51M | 0.00% | +2,479+57.7% | Added |
| Summit Wealth Partners, LLC | 6,797 | $3.52M | 0.75% | +4+0.1% | Added |
| Keybank National Association | 6,847 | $3.54M | 0.01% | −350−4.9% | Reduced |
| Gould Asset Management LLC | 6,861 | $3.55M | 1.00% | 00.0% | Unchanged |
| Highview Capital Management LLC | 6,906 | $3.58M | 2.32% | +6,906 | New |
| Glen Eagle Advisors, LLC | 6,910 | $3.58M | 0.93% | +126+1.9% | Added |
| Oppenheimer & Co Inc | 6,915 | $3.58M | 0.06% | +51+0.7% | Added |
| American Portfolios Advisors | 6,984 | $3.62M | 0.12% | −10,371−59.8% | Reduced |
| Salomon & Ludwin, LLC | 7,259 | $3.76M | 0.53% | −368−4.8% | Reduced |
| Bay Rivers Group | 7,316 | $3.79M | 2.31% | +82+1.1% | Added |
| Select Equity Group, L.P. | 7,319 | $3.79M | 0.01% | +3,484+90.8% | Added |
| Harbour Investments, Inc. | 7,468 | $3.87M | 0.23% | −1,360−15.4% | Reduced |
| Wetherby Asset Management Inc | 7,533 | $3.90M | 0.22% | −18−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 7,597 | $3.93M | 0.16% | +6,866+939.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,636 | $3.95M | 1.16% | +7,636 | New |
| Harvest Investment Services, LLC | 7,672 | $3.97M | 1.67% | −419−5.2% | Reduced |
| Highland Capital Management, LLC | 7,713 | $3.99M | 0.23% | +620+8.7% | Added |
| Stephenson National Bank & Trust | 7,757 | $4.02M | 2.32% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 7,891 | $4.09M | 3.03% | +481+6.5% | Added |
| Davis R M Inc | 7,977 | $4.13M | 0.09% | +196+2.5% | Added |
| Cape Cod Five Cents Savings Bank | 8,074 | $4.18M | 0.40% | −215−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,096 | $4.19M | 0.17% | +4,114+103.3% | Added |
| IFG Advisory, LLC | 8,102 | $4.19M | 0.41% | −300−3.6% | Reduced |
| Csenge Advisory Group | 8,503 | $4.21M | 0.37% | −293−3.3% | Reduced |
| GenTrust, LLC | 8,720 | $4.23M | 0.33% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 8,225 | $4.26M | 0.11% | +39+0.5% | Added |
| Sunflower Bank, N.A. | 8,258 | $4.28M | 0.58% | −539−6.1% | Reduced |
| Belpointe Asset Management LLC | 8,356 | $4.33M | 0.27% | −2,896−25.7% | Reduced |
| Equitable Holdings, Inc. | 8,358 | $4.33M | 0.07% | −34−0.4% | Reduced |
| Bank of the West | 8,459 | $4.38M | 0.41% | +78+0.9% | Added |
| Segment Wealth Management, LLC | 8,501 | $4.40M | 0.46% | −105−1.2% | Reduced |
| Crewe Advisors LLC | 8,506 | $4.40M | 0.90% | −1,500−15.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,545 | $4.42M | 0.15% | +500+6.2% | Added |
| ARS Investment Partners, LLC | 8,628 | $4.47M | 0.41% | −25−0.3% | Reduced |
| Evensky & Katz LLC | 8,666 | $4.49M | 0.43% | +16+0.2% | Added |
| CMG Global Holdings, LLC | 8,691 | $4.50M | 2.90% | +106+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,436 | $4.54M | 0.07% | +5,595+145.7% | Added |
| Court Place Advisors, LLC | 8,781 | $4.55M | 1.25% | −158−1.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,804 | $4.56M | 2.31% | +235+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,842 | $4.58M | 2.44% | +10.0% | Added |
| Bailard, Inc. | 8,981 | $4.65M | 0.15% | −340−3.6% | Reduced |
| Connolly Sarah T. | 9,182 | $4.75M | 2.65% | +6,917+305.4% | Added |
| United Capital Financial Advisers, LLC | 9,769 | $5.06M | 0.02% | −479−4.7% | Reduced |
| AMG National Trust Bank | 9,790 | $5.07M | 0.15% | +10+0.1% | Added |
| Renaissance Investment Group LLC | 9,844 | $5.10M | 1.21% | −408−4.0% | Reduced |
| RBF Capital, LLC | 10,000 | $5.18M | 0.32% | 00.0% | Unchanged |
| RMR Wealth Builders | 10,068 | $5.21M | 1.50% | +885+9.6% | Added |
| Gries Financial LLC | 10,119 | $5.24M | 2.14% | +209+2.1% | Added |
| Synovus Financial Corp | 10,126 | $5.24M | 0.05% | +128+1.3% | Added |
| Associated Banc-Corp | 10,164 | $5.26M | 0.19% | −168−1.6% | Reduced |
| Resonant Capital Advisors, LLC | 10,187 | $5.29M | 0.80% | +446+4.6% | Added |
| Mayflower Financial Advisors, LLC | 10,396 | $5.38M | 0.71% | −40−0.4% | Reduced |
| Diversified Portfolios, Inc. | 10,490 | $5.43M | 1.31% | +270+2.6% | Added |
| Firestone Capital Management | 10,547 | $5.46M | 1.72% | −38−0.4% | Reduced |
| Cadinha & Co LLC | 10,600 | $5.49M | 0.74% | +9,867+1,346.1% | Added |
| Sonata Capital Group Inc | 10,611 | $5.49M | 2.30% | +134+1.3% | Added |
| Central Trust Co | 10,692 | $5.54M | 0.16% | −36−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,736 | $5.56M | 0.45% | −17−0.2% | Reduced |
| Nixon Peabody Trust Co | 10,877 | $5.63M | 1.71% | +545+5.3% | Added |
| Savant Capital, LLC | 10,915 | $5.65M | 0.18% | +9,996+1,087.7% | Added |
| Latigo Investments, LLC | 10,962 | $5.67M | 3.79% | +10,962 | New |
| Badgley Phelps Wealth Managers, LLC | 10,990 | $5.69M | 0.18% | +2,782+33.9% | Added |
| TKG Advisors, LLC | 10,990 | $5.69M | 4.49% | +10,990 | New |
| Chilton Investment Co LLC | 11,042 | $5.72M | 0.12% | −175−1.6% | Reduced |
| Flputnam Investment Management Co | 11,164 | $5.78M | 0.18% | −106−0.9% | Reduced |
| Sand Hill Global Advisors, LLC | 11,179 | $5.79M | 0.32% | −12−0.1% | Reduced |
| Franklin Resources Inc | 11,246 | $5.82M | 0.00% | −790−6.6% | Reduced |
| Wealthspire Advisors, LLC | 11,393 | $5.90M | 0.13% | −3,008−20.9% | Reduced |
| Allworth Financial LP | 11,639 | $6.03M | 0.09% | −1,001−7.9% | Reduced |
| Peak Asset Management, LLC | 11,750 | $6.08M | 1.40% | −469−3.8% | Reduced |
| Unionview, LLC | 11,760 | $6.09M | 5.69% | +11,760 | New |