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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 35,995 | $18.6M | 0.59% | +148+0.4% | Added |
| BDO Wealth Advisors, LLC | 35,986 | $18.6M | 1.97% | +18+0.1% | Added |
| Camden Capital, LLC | 35,130 | $18.2M | 3.90% | −344−1.0% | Reduced |
| MetLife Investment Management | 34,800 | $18.0M | 0.15% | −56,100−61.7% | Reduced |
| Viridian Ria, LLC | 34,285 | $17.7M | 3.75% | +34,285 | New |
| BlackRock Inc. | 34,019 | $17.6M | 0.00% | +3,706+12.2% | Added |
| Dakota Wealth Management | 33,698 | $17.4M | 1.84% | −1,218−3.5% | Reduced |
| People's United Financial, Inc. | 33,102 | $17.1M | 0.41% | −2,097−6.0% | Reduced |
| Frontier Wealth Management LLC | 31,694 | $16.4M | 1.08% | −40−0.1% | Reduced |
| Trustmark National Bank Trust Department | 31,662 | $16.4M | 1.25% | −16−0.1% | Reduced |
| Financial Partners Capital Management LLC | 31,623 | $16.4M | 2.90% | +185+0.6% | Added |
| Cetera Investment Advisers | 31,605 | $16.4M | 0.23% | +3,102+10.9% | Added |
| Huntington National Bank | – | $16.0M | 0.15% | – | – |
| Miracle Mile Advisors, LLC | 30,337 | $15.7M | 0.61% | +731+2.5% | Added |
| Buckingham Strategic Wealth, LLC | 30,025 | $15.5M | 0.30% | −858−2.8% | Reduced |
| Country Club Trust Company, n.a. | 29,958 | $15.5M | 1.22% | +364+1.2% | Added |
| SG Americas Securities, LLC | 28,934 | $15.0M | 0.10% | −40,752−58.5% | Reduced |
| IFG Advisors, LLC | 28,065 | $14.5M | 6.16% | +345+1.2% | Added |
| Boston Family Office LLC | 27,562 | $14.3M | 0.93% | −3,437−11.1% | Reduced |
| Linscomb & Williams, Inc. | 27,414 | $14.2M | 0.68% | −485−1.7% | Reduced |
| RMB Capital Management, LLC | 27,323 | $14.1M | 0.43% | +967+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,023 | $14.0M | 0.06% | −26,054−49.1% | Reduced |
| Caldwell Trust Co | 26,837 | $13.9M | 1.60% | −352−1.3% | Reduced |
| Green Square Capital Advisors LLC | 26,777 | $13.9M | 2.74% | +488+1.9% | Added |
| Avantax Advisory Services, Inc. | 26,421 | $13.7M | 0.21% | +81+0.3% | Added |
| Corsicana & Co. | 25,461 | $13.2M | 7.97% | −462−1.8% | Reduced |
| M&T Bank Corp | 25,424 | $13.2M | 0.06% | +25+0.1% | Added |
| Tiaa, FSB | 25,312 | $13.1M | 0.04% | +143+0.6% | Added |
| First Financial Bank - Trust Division | 25,196 | $13.0M | 1.32% | −1,867−6.9% | Reduced |
| Janney Montgomery Scott LLC | 25,123 | $13.0M | 0.05% | +1,991+8.6% | Added |
| Exchange Capital Management, Inc. | 24,346 | $12.6M | 2.29% | −244−1.0% | Reduced |
| Youngs Advisory Group, Inc. | 24,181 | $12.5M | 7.90% | +962+4.1% | Added |
| Commerce Bank | 24,180 | $12.5M | 0.08% | +400+1.7% | Added |
| Granite Bay Wealth Management, LLC | 23,749 | $12.3M | 12.14% | +23,749 | New |
| Glenmede Trust Co NA | 23,484 | $12.2M | 0.06% | +1,969+9.2% | Added |
| Pinnacle Financial Partners Inc | 22,982 | $11.9M | 0.37% | −949−4.0% | Reduced |
| Massmutual Trust Co FSB | 22,441 | $11.6M | 0.43% | +2,208+10.9% | Added |
| Capstone Financial Advisors, Inc. | 22,240 | $11.5M | 0.83% | −92−0.4% | Reduced |
| Old National Bancorp | 21,834 | $11.3M | 0.40% | −652−2.9% | Reduced |
| HSBC Holdings PLC | 21,607 | $11.2M | 0.01% | −1,879−8.0% | Reduced |
| Linker Capital Management Inc. | 21,300 | $11.0M | 10.60% | +21,300 | New |
| Mechanics Bank Trust Department | 21,222 | $11.0M | 1.62% | +174+0.8% | Added |
| SlateStone Wealth, LLC | 21,180 | $11.0M | 2.34% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 21,166 | $11.0M | 5.05% | −1,000−4.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 21,138 | $10.9M | 2.86% | +352+1.7% | Added |
| Brown Brothers Harriman & Co | 20,839 | $10.8M | 0.06% | +203+1.0% | Added |
| jvl associates llc | 20,536 | $10.6M | 6.65% | −396−1.9% | Reduced |
| Evercore Wealth Management, LLC | 20,493 | $10.6M | 0.17% | −105−0.5% | Reduced |
| Terry L. Blaker | 20,357 | $10.5M | 0.81% | −546−2.6% | Reduced |
| Lutz Financial Services LLC | 20,237 | $10.5M | 1.29% | −70−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 19,931 | $10.3M | 1.60% | −1,534−7.1% | Reduced |
| Grove Bank & Trust | 19,557 | $10.1M | 1.93% | −72−0.4% | Reduced |
| Yousif Capital Management, LLC | 19,136 | $9.91M | 0.10% | +19,136 | New |
| FMR LLC | 19,045 | $9.86M | 0.00% | +36+0.2% | Added |
| Telemus Capital, LLC | 18,521 | $9.59M | 0.78% | −59−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 18,479 | $9.57M | 0.02% | −252−1.3% | Reduced |
| Parametric Portfolio Associates LLC | 18,370 | $9.51M | 0.00% | +162+0.9% | Added |
| Sargent Bickham Lagudis LLC | 18,031 | $9.33M | 0.70% | −748−4.0% | Reduced |
| Boston Private Wealth LLC | 17,952 | $9.29M | 0.15% | −22,361−55.5% | Reduced |
| Journey Strategic Wealth LLC | 17,912 | $9.27M | 0.97% | +17,912 | New |
| NBT Bank N A | 17,885 | $9.26M | 1.19% | −560−3.0% | Reduced |
| D. Scott Neal, Inc. | 17,863 | $9.25M | 3.49% | −317−1.7% | Reduced |
| Kestra Advisory Services, LLC | 17,797 | $9.21M | 0.09% | −3,480−16.4% | Reduced |
| KCM Investment Advisors LLC | 17,747 | $9.19M | 0.32% | −815−4.4% | Reduced |
| Comerica Bank | 19,003 | $8.98M | 0.07% | −21,967−53.6% | Reduced |
| Edge Capital Group, LLC | 17,206 | $8.91M | 0.63% | +3,049+21.5% | Added |
| Hummer Financial Advisory Services Inc | 17,073 | $8.86M | 7.47% | −375−2.1% | Reduced |
| Bridgeworth, LLC | 16,950 | $8.77M | 1.94% | +233+1.4% | Added |
| Cetera Advisors LLC | 16,920 | $8.76M | 0.18% | −5,698−25.2% | Reduced |
| MUFG Americas Holdings Corp | 16,894 | $8.75M | 0.16% | −2,043−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 16,798 | $8.70M | 0.04% | −285−1.7% | Reduced |
| Sun Life Financial INC | 16,698 | $8.64M | 0.32% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,047 | $8.31M | 0.10% | +648+4.2% | Added |
| Metropolitan Life Insurance Co | 16,000 | $8.28M | 0.11% | −10,400−39.4% | Reduced |
| Legacy Advisors, LLC | 15,873 | $8.22M | 3.01% | −488−3.0% | Reduced |
| Madison Asset Management, LLC | 15,762 | $8.16M | 0.11% | +2,161+15.9% | Added |
| Goelzer Investment Management, Inc. | 15,654 | $8.10M | 0.66% | −138−0.9% | Reduced |
| Bokf, NA | 15,634 | $8.09M | 0.13% | +92+0.6% | Added |
| Rhumbline Advisers | 15,604 | $8.08M | 0.01% | +13,890+810.4% | Added |
| Prospera Financial Services Inc | 15,413 | $7.98M | 0.34% | +5,560+56.4% | Added |
| Palisade Asset Management, LLC | 15,326 | $7.93M | 0.89% | −323−2.1% | Reduced |
| Staley Capital Advisers Inc | 15,280 | $7.91M | 0.38% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,275 | $7.91M | 0.24% | +311+2.1% | Added |
| Peddock Capital Advisors, LLC | 15,223 | $7.88M | 2.60% | −1,276−7.7% | Reduced |
| Retirement Income Solutions, Inc | 15,065 | $7.80M | 2.09% | +10+0.1% | Added |
| Pacific Center for Financial Services | 15,049 | $7.79M | 3.14% | −650−4.1% | Reduced |
| Howard Capital Management Inc. | 13,246 | $7.73M | 0.95% | −485−3.5% | Reduced |
| GWM Advisors LLC | 14,840 | $7.68M | 0.12% | +1,476+11.0% | Added |
| Cetera Advisor Networks LLC | 14,722 | $7.62M | 0.09% | −13,910−48.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,649 | $7.61M | 4.38% | +367+2.6% | Added |
| Central Bank & Trust Co | 14,534 | $7.52M | 1.16% | −2,418−14.3% | Reduced |
| Colorado Capital Management, Inc. | 14,340 | $7.45M | 5.00% | −65−0.5% | Reduced |
| Midwest Professional Planners, LTD. | 14,311 | $7.41M | 3.60% | −226−1.6% | Reduced |
| Elm Advisors, LLC | 14,296 | $7.40M | 4.11% | −214−1.5% | Reduced |
| Legal & General Group Plc | 14,200 | $7.35M | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 14,092 | $7.29M | 0.84% | −312−2.2% | Reduced |
| Estate Counselors, LLC | 14,057 | $7.28M | 0.88% | −3,528−20.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $7.21M | 2.40% | 00.0% | Unchanged |
| Bank of New Hampshire | 13,918 | $7.21M | 1.75% | +198+1.4% | Added |
| Chesley Taft & Associates LLC | 13,775 | $7.13M | 0.37% | −31−0.2% | Reduced |