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 |
|---|---|---|---|---|---|
| Fifth Third Securities, Inc. | 13,729 | $7.13M | 0.77% | +579+4.4% | Added |
| American International Group, Inc. | 13,700 | $7.09M | 0.04% | −17,800−56.5% | Reduced |
| Busey Wealth Management | 13,603 | $7.04M | 0.27% | +98+0.7% | Added |
| Smith Anglin Financial, LLC | 13,585 | $7.03M | 1.20% | +35+0.3% | Added |
| Private Advisor Group, LLC | 13,392 | $6.93M | 0.05% | −6,651−33.2% | Reduced |
| G&S Capital LLC | 13,369 | $6.92M | 3.45% | +948+7.6% | Added |
| Meristem Family Wealth, LLC | 13,329 | $6.90M | 0.59% | −200−1.5% | Reduced |
| All Terrain Financial Advisors, LLC | 13,225 | $6.85M | 2.91% | −539−3.9% | Reduced |
| Round Table Services, LLC | 13,039 | $6.75M | 1.27% | −40.0% | Reduced |
| Fifth Third Bancorp | 12,839 | $6.65M | 0.03% | −873−6.4% | Reduced |
| Montz Harcus Wealth Management LLC | 12,765 | $6.61M | 5.79% | +12,765 | New |
| Adirondack Trust Co | 12,694 | $6.57M | 3.13% | −562−4.2% | Reduced |
| MML Investors Services, LLC | 12,666 | $6.56M | 0.05% | −325−2.5% | Reduced |
| First Horizon Advisors, Inc. | 12,557 | $6.50M | 0.20% | +120+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,559 | $6.50M | 0.10% | +380+3.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,472 | $6.46M | 1.06% | +155+1.3% | Added |
| Audent Global Asset Management, LLC | 12,359 | $6.40M | 2.68% | +12,359 | New |
| Motco | 12,286 | $6.36M | 0.39% | −446−3.5% | Reduced |
| Cerity Partners LLC | 12,225 | $6.33M | 0.10% | +803+7.0% | Added |
| Modera Wealth Management, LLC | 12,199 | $6.32M | 0.24% | −38−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 12,176 | $6.30M | 1.53% | −13−0.1% | Reduced |
| Boston Financial Mangement LLC | 12,026 | $6.23M | 0.23% | −95−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,922 | $6.17M | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11,884 | $6.15M | 2.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 11,867 | $6.14M | 1.08% | −390−3.2% | Reduced |
| Lincoln National Corp | 11,798 | $6.11M | 0.12% | −425−3.5% | Reduced |
| Unionview, LLC | 11,760 | $6.09M | 5.69% | +11,760 | New |
| Peak Asset Management, LLC | 11,750 | $6.08M | 1.40% | −469−3.8% | Reduced |
| Allworth Financial LP | 11,639 | $6.03M | 0.09% | −1,001−7.9% | Reduced |
| Wealthspire Advisors, LLC | 11,393 | $5.90M | 0.13% | −3,008−20.9% | Reduced |
| Franklin Resources Inc | 11,246 | $5.82M | 0.00% | −790−6.6% | Reduced |
| Sand Hill Global Advisors, LLC | 11,179 | $5.79M | 0.32% | −12−0.1% | Reduced |
| Flputnam Investment Management Co | 11,164 | $5.78M | 0.18% | −106−0.9% | Reduced |
| Chilton Investment Co LLC | 11,042 | $5.72M | 0.12% | −175−1.6% | Reduced |
| 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 |
| Latigo Investments, LLC | 10,962 | $5.67M | 3.79% | +10,962 | New |
| Savant Capital, LLC | 10,915 | $5.65M | 0.18% | +9,996+1,087.7% | Added |
| Nixon Peabody Trust Co | 10,877 | $5.63M | 1.71% | +545+5.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,736 | $5.56M | 0.45% | −17−0.2% | Reduced |
| Central Trust Co | 10,692 | $5.54M | 0.16% | −36−0.3% | Reduced |
| Sonata Capital Group Inc | 10,611 | $5.49M | 2.30% | +134+1.3% | Added |
| Cadinha & Co LLC | 10,600 | $5.49M | 0.74% | +9,867+1,346.1% | Added |
| Firestone Capital Management | 10,547 | $5.46M | 1.72% | −38−0.4% | Reduced |
| Diversified Portfolios, Inc. | 10,490 | $5.43M | 1.31% | +270+2.6% | Added |
| Mayflower Financial Advisors, LLC | 10,396 | $5.38M | 0.71% | −40−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 10,187 | $5.29M | 0.80% | +446+4.6% | Added |
| Associated Banc-Corp | 10,164 | $5.26M | 0.19% | −168−1.6% | Reduced |
| Synovus Financial Corp | 10,126 | $5.24M | 0.05% | +128+1.3% | Added |
| Gries Financial LLC | 10,119 | $5.24M | 2.14% | +209+2.1% | Added |
| RMR Wealth Builders | 10,068 | $5.21M | 1.50% | +885+9.6% | Added |
| RBF Capital, LLC | 10,000 | $5.18M | 0.32% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,844 | $5.10M | 1.21% | −408−4.0% | Reduced |
| AMG National Trust Bank | 9,790 | $5.07M | 0.15% | +10+0.1% | Added |
| United Capital Financial Advisers, LLC | 9,769 | $5.06M | 0.02% | −479−4.7% | Reduced |
| Connolly Sarah T. | 9,182 | $4.75M | 2.65% | +6,917+305.4% | Added |
| Bailard, Inc. | 8,981 | $4.65M | 0.15% | −340−3.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,842 | $4.58M | 2.44% | +10.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,804 | $4.56M | 2.31% | +235+2.7% | Added |
| Court Place Advisors, LLC | 8,781 | $4.55M | 1.25% | −158−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,436 | $4.54M | 0.07% | +5,595+145.7% | Added |
| CMG Global Holdings, LLC | 8,691 | $4.50M | 2.90% | +106+1.2% | Added |
| Evensky & Katz LLC | 8,666 | $4.49M | 0.43% | +16+0.2% | Added |
| ARS Investment Partners, LLC | 8,628 | $4.47M | 0.41% | −25−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,545 | $4.42M | 0.15% | +500+6.2% | Added |
| Crewe Advisors LLC | 8,506 | $4.40M | 0.90% | −1,500−15.0% | Reduced |
| Segment Wealth Management, LLC | 8,501 | $4.40M | 0.46% | −105−1.2% | Reduced |
| Bank of the West | 8,459 | $4.38M | 0.41% | +78+0.9% | Added |
| Equitable Holdings, Inc. | 8,358 | $4.33M | 0.07% | −34−0.4% | Reduced |
| Belpointe Asset Management LLC | 8,356 | $4.33M | 0.27% | −2,896−25.7% | Reduced |
| Sunflower Bank, N.A. | 8,258 | $4.28M | 0.58% | −539−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,225 | $4.26M | 0.11% | +39+0.5% | Added |
| GenTrust, LLC | 8,720 | $4.23M | 0.33% | +10.0% | Added |
| Csenge Advisory Group | 8,503 | $4.21M | 0.37% | −293−3.3% | Reduced |
| IFG Advisory, LLC | 8,102 | $4.19M | 0.41% | −300−3.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,096 | $4.19M | 0.17% | +4,114+103.3% | Added |
| Cape Cod Five Cents Savings Bank | 8,074 | $4.18M | 0.40% | −215−2.6% | Reduced |
| Davis R M Inc | 7,977 | $4.13M | 0.09% | +196+2.5% | Added |
| Newport Capital Group, LLC | 7,891 | $4.09M | 3.03% | +481+6.5% | Added |
| Stephenson National Bank & Trust | 7,757 | $4.02M | 2.32% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 7,713 | $3.99M | 0.23% | +620+8.7% | Added |
| Harvest Investment Services, LLC | 7,672 | $3.97M | 1.67% | −419−5.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,636 | $3.95M | 1.16% | +7,636 | New |
| Avantax Planning Partners, Inc. | 7,597 | $3.93M | 0.16% | +6,866+939.3% | Added |
| Wetherby Asset Management Inc | 7,533 | $3.90M | 0.22% | −18−0.2% | Reduced |
| Harbour Investments, Inc. | 7,468 | $3.87M | 0.23% | −1,360−15.4% | Reduced |
| Select Equity Group, L.P. | 7,319 | $3.79M | 0.01% | +3,484+90.8% | Added |
| Bay Rivers Group | 7,316 | $3.79M | 2.31% | +82+1.1% | Added |
| Salomon & Ludwin, LLC | 7,259 | $3.76M | 0.53% | −368−4.8% | Reduced |
| American Portfolios Advisors | 6,984 | $3.62M | 0.12% | −10,371−59.8% | Reduced |
| Oppenheimer & Co Inc | 6,915 | $3.58M | 0.06% | +51+0.7% | Added |
| Glen Eagle Advisors, LLC | 6,910 | $3.58M | 0.93% | +126+1.9% | Added |
| Highview Capital Management LLC | 6,906 | $3.58M | 2.32% | +6,906 | New |
| Gould Asset Management LLC | 6,861 | $3.55M | 1.00% | 00.0% | Unchanged |
| Keybank National Association | 6,847 | $3.54M | 0.01% | −350−4.9% | Reduced |
| Summit Wealth Partners, LLC | 6,797 | $3.52M | 0.75% | +4+0.1% | Added |
| Jennison Associates LLC | 6,779 | $3.51M | 0.00% | +2,479+57.7% | Added |
| Ballentine Partners, LLC | 6,773 | $3.51M | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 6,688 | $3.46M | 0.08% | +1,404+26.6% | Added |
| St. Johns Investment Management Company, LLC | 6,628 | $3.43M | 1.75% | −52−0.8% | Reduced |