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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.

Institutional holdersQ4 2021: 1,127 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,127 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2021: $13.7B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,127$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ellis Investment Partners, LLC520$269.0K0.06%−8−1.5%Reduced
Parkside Financial Bank & Trust515$267.0K0.07%+10+2.0%Added
Mather Group, LLC.516$267.0K0.01%+516New
PFS Investments Inc.513$266.0K0.01%+30+6.2%Added
Investment Advisory Services Inc510$264.0K0.14%00.0%Unchanged
Sanford Advisory Services, LLC508$263.0K0.06%−99−16.3%Reduced
KWMG, LLC508$263.0K0.04%00.0%Unchanged
Snowden Capital Advisors LLC506$262.0K0.01%+5+1.0%Added
Mutual Advisors, LLC504$261.0K0.01%−10,593−95.5%Reduced
Brinker Capital Investments, LLC505$261.0K0.00%+56+12.5%Added
Watchman Group, Inc.505$261.0K0.14%+505New
Psagot Value Holdings Ltd. / (Israel)502$260.0K0.05%+344+217.7%Added
Hanson & Doremus Investment Management500$259.0K0.06%00.0%Unchanged
Fusion Family Wealth LLC500$259.0K0.04%00.0%Unchanged
PAX Financial Group, LLC500$259.0K0.06%00.0%Unchanged
Edmonds Duncan Registered Investment Advisors, LLC526$257.0K0.08%00.0%Unchanged
Heritage Trust Co496$257.0K0.03%00.0%Unchanged
Front Street Capital Management, Inc.494$256.0K0.05%00.0%Unchanged
Concentric Wealth Management, LLC494$256.0K0.07%00.0%Unchanged
Maryland Capital Advisors Inc.495$256.0K0.21%+495New
BlueSky Wealth Advisors, LLC493$255.0K0.05%00.0%Unchanged
Miramar Capital, LLC493$255.0K0.09%+493New
Garde Capital, Inc.490$254.0K0.02%+101+26.0%Added
Coldstream Capital Management Inc488$253.0K0.01%−256−34.4%Reduced
Integrated Wealth Concepts LLC484$251.0K0.01%−1−0.2%Reduced
IHT Wealth Management, LLC482$250.0K0.02%−182−27.4%Reduced
Wealth Alliance Advisory Group, LLC483$250.0K0.11%00.0%Unchanged
Aj Wealth Strategies, LLC479$248.0K0.01%00.0%Unchanged
Wolverine Trading, LLC478$247.0K0.00%+478New
Patton Albertson Miller Group, LLC478$247.0K0.04%+478New
Heritage Investment Group, Inc.475$246.0K0.19%+475New
Rodgers & Associates, LTD470$243.0K0.04%−57−10.8%Reduced
Lesa Sroufe & Co470$243.0K0.24%00.0%Unchanged
Tranquility Partners, LLC467$242.0K0.11%00.0%Unchanged
Guidance Point Advisors, LLC468$242.0K0.09%+42+9.9%Added
Buffington Mohr McNeal466$241.0K0.04%−5−1.1%Reduced
Gryphon Financial Partners LLC466$241.0K0.05%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC464$240.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC464$240.0K0.03%+30+6.9%Added
Dynamic Advisor Solutions LLC464$240.0K0.02%+464New
Pioneer Trust Bank N A459$238.0K0.06%00.0%Unchanged
Ledyard National Bank459$238.0K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC460$238.0K0.00%+460New
Bangor Savings Bank457$237.0K0.02%00.0%Unchanged
Strategic Wealth Partners Group LLC452$234.0K0.04%00.0%Unchanged
Soundmark Wealth Management, LLC451$233.0K0.16%−104−18.7%Reduced
GSB Wealth Management, LLC450$233.0K0.07%+450New
Laurel Wealth Advisors LLC449$232.0K0.05%00.0%Unchanged
Allegheny Financial Group LTD448$232.0K0.09%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC446$231.0K0.01%+446New
Cohen Lawrence B444$230.0K0.09%+444New
Oder Investment Management, LLC443$229.0K0.32%00.0%Unchanged
Institutional & Family Asset Management, LLC442$229.0K0.04%+442New
Exeter Financial, LLC450$228.0K0.12%00.0%Unchanged
Woodmont Investment Counsel LLC439$227.0K0.03%−53−10.8%Reduced
Pictet & Cie (Europe) SA439$227.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC438$227.0K0.08%+69+18.7%Added
Clear Perspective Advisors, LLC436$226.0K0.07%−4−0.9%Reduced
Pathstone Family Office, LLC437$226.0K0.01%+10+2.3%Added
Sage Mountain Advisors LLC435$225.0K0.03%00.0%Unchanged
Proequities, Inc.431$224.0K0.01%−747−63.4%Reduced
Van Strum & Towne Inc.430$223.0K0.08%00.0%Unchanged
Mark Stevens429$222.0K0.02%−1−0.2%Reduced
SignalPoint Asset Management, LLC430$222.0K0.07%00.0%Unchanged
Symphony Financial, Ltd. Co.426$221.0K0.06%00.0%Unchanged
Rise Advisors, LLC426$220.3K0.21%+426New
First Nebraska Trust Co425$220.0K0.03%00.0%Unchanged
Meritage Portfolio Management425$220.0K0.01%−2−0.5%Reduced
CWA Asset Management Group, LLC424$220.0K0.02%−3−0.7%Reduced
Waters Parkerson & Co., LLC425$220.0K0.01%00.0%Unchanged
Boston Trust Walden Corp425$220.0K0.00%00.0%Unchanged
Doman Group, LLC424$220.0K0.19%+424New
Mason & Associates Inc425$220.0K0.07%+425New
Websterrogers Financial Advisors, LLC422$218.0K0.05%−60−12.4%Reduced
Intrua Financial, LLC421$218.0K0.04%−1−0.2%Reduced
Brown Miller Wealth Management, LLC422$218.0K0.12%00.0%Unchanged
Texas Capital Bancshares Inc420$217.0K0.13%00.0%Unchanged
Brookmont Capital Management420$217.0K0.11%00.0%Unchanged
First Foundation Advisors419$217.0K0.01%00.0%Unchanged
Plancorp, LLC416$215.0K0.01%00.0%Unchanged
Burney Co415$215.0K0.01%+415New
Empirical Asset Management, LLC416$215.0K0.21%+416New
Harbour Investment Management LLC414$214.0K0.10%+414New
Financial Insights, Inc.414$214.0K0.18%+414New
Bar Harbor Trust Services409$212.0K0.06%+409New
Vision Capital Management, Inc.410$212.0K0.03%+410New
Cordatus Wealth Management LLC410$212.0K0.06%+410New
Epiq Partners, LLC410$212.0K0.11%+410New
WealthTrust Axiom LLC406$210.0K0.07%+406New
Retirement Planning Co of New England, Inc.406$210.0K0.10%+406New
Confluence Wealth Services, Inc.407$210.0K0.07%+407New
German American Bancorp, Inc.404$209.0K0.03%+404New
Afg Fiduciary Services Limited Partnership401$208.0K0.15%+401New
Rockwood Wealth Management, LLC400$207.1K0.09%+400New
BFSG, LLC400$207.0K0.03%+400New
Icapital Wealth LLC400$207.0K0.08%+400New
Telos Capital Management, Inc.395$204.0K0.03%+395New
Grassi Investment Management394$204.0K0.02%+394New
Karp Capital Management Corp394$204.0K0.03%+394New
Alera Investment Advisors, LLC393$203.0K0.06%+393New