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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 6,591 | $3.41M | 1.51% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,587 | $3.41M | 0.41% | 00.0% | Unchanged |
| Personal Wealth Partners | 6,519 | $3.38M | 1.39% | −36−0.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,517 | $3.37M | 1.41% | +88+1.4% | Added |
| Meridian Wealth Management, LLC | 6,497 | $3.36M | 0.36% | −115−1.7% | Reduced |
| Northstar Asset Management LLC | 6,490 | $3.36M | 0.79% | +45+0.7% | Added |
| HB Wealth Management, LLC | 6,487 | $3.36M | 0.07% | +6,487 | New |
| Ti-Trust, Inc | 6,401 | $3.31M | 2.96% | +6,401 | New |
| Naples Global Advisors, LLC | 6,322 | $3.27M | 0.38% | −30−0.5% | Reduced |
| Keystone Financial Group | 6,309 | $3.27M | 0.54% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $3.26M | 0.24% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,237 | $3.23M | 1.01% | −50−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 6,179 | $3.20M | 0.02% | −259−4.0% | Reduced |
| Charter Research & Investment Group, Inc. | 6,166 | $3.19M | 2.51% | +98+1.6% | Added |
| Mercer Global Advisors Inc | 6,163 | $3.19M | 0.02% | −170−2.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,745 | $3.19M | 1.34% | +20.0% | Added |
| Pegasus Asset Management, Inc. | 6,122 | $3.17M | 1.30% | −88−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,112 | $3.16M | 0.18% | +6,112 | New |
| Intercontinental Wealth Advisors, LLC | 6,073 | $3.14M | 0.66% | −268−4.2% | Reduced |
| CWM, LLC | 6,065 | $3.14M | 0.02% | +6,065 | New |
| Apollon Wealth Management, LLC | 5,992 | $3.10M | 0.25% | +31+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 5,923 | $3.07M | 0.07% | +657+12.5% | Added |
| JMG Financial Group, Ltd. | 5,861 | $3.03M | 0.16% | −76−1.3% | Reduced |
| Capital Group Private Client Services, Inc. | 5,841 | $3.02M | 0.03% | +15+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 5,783 | $2.99M | 0.29% | +211+3.8% | Added |
| Shoker Investment Counsel, Inc. | 5,766 | $2.98M | 1.37% | +141+2.5% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.92M | 1.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,614 | $2.91M | 0.01% | −5,142−47.8% | Reduced |
| Cambridge Trust Co | 5,609 | $2.90M | 0.09% | +460+8.9% | Added |
| Regents of the University of California | 5,600 | $2.90M | 0.41% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,577 | $2.89M | 0.11% | +749+15.5% | 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 |
| Hoylecohen, LLC | 5,561 | $2.88M | 0.24% | +437+8.5% | 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 |
| Matrix Asset Advisors Inc | 5,541 | $2.87M | 0.37% | +93+1.7% | Added |
| Baron Financial Group, LLC | 5,521 | $2.86M | 1.62% | −175−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 5,491 | $2.84M | 0.22% | −67−1.2% | Reduced |
| Ieq Capital, LLC | 5,456 | $2.82M | 0.07% | +511+10.3% | Added |
| Winthrop Advisory Group LLC | 5,425 | $2.82M | 0.57% | −29−0.5% | Reduced |
| Sage Financial Management Group, Inc. | 5,338 | $2.76M | 1.84% | +5+0.1% | Added |
| Flow Traders U.S. LLC | 5,278 | $2.73M | 0.15% | +5,278 | New |
| Putnam Investments LLC | 5,275 | $2.73M | 0.00% | +1,039+24.5% | Added |
| Argent Trust Co | 5,262 | $2.72M | 0.16% | −79−1.5% | Reduced |
| Lido Advisors, LLC | 5,131 | $2.66M | 0.05% | +277+5.7% | Added |
| Eldridge Investment Advisors, Inc. | 5,103 | $2.64M | 0.87% | −40−0.8% | Reduced |
| AXA S.A. | 5,116 | $2.64M | 0.01% | +184+3.7% | Added |
| Gilman Hill Asset Management, LLC | 5,073 | $2.63M | 0.59% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 5,044 | $2.61M | 0.51% | −143−2.8% | Reduced |
| Spinnaker Trust | 5,040 | $2.61M | 0.17% | −7−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,021 | $2.60M | 0.16% | −474−8.6% | Reduced |
| Osborne Partners Capital Management, LLC | 4,990 | $2.58M | 0.19% | +376+8.1% | Added |
| Cresset Asset Management, LLC | 4,938 | $2.56M | 0.02% | −618−11.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,947 | $2.56M | 1.72% | −20.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,934 | $2.55M | 0.09% | −24−0.5% | Reduced |
| Northwest Bancshares, Inc. | 4,918 | $2.55M | 0.50% | −495−9.1% | Reduced |
| Courier Capital LLC | 4,895 | $2.53M | 0.24% | −1,495−23.4% | Reduced |
| Coastline Trust Co | 4,802 | $2.49M | 0.28% | +228+5.0% | Added |
| Fiduciary Trust Co | 4,779 | $2.47M | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,409 | $2.36M | 0.02% | +4,409 | New |
| Davidson Trust Co | 4,538 | $2.35M | 1.61% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.33M | 0.72% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 4,494 | $2.33M | 0.06% | −1,289−22.3% | Reduced |
| Change Path, LLC | 4,439 | $2.30M | 0.11% | +1,552+53.8% | Added |
| Financial Architects, Inc | 4,430 | $2.29M | 0.31% | −210−4.5% | Reduced |
| InTrack Investment Management Inc | 4,422 | $2.29M | 1.58% | +369+9.1% | Added |
| 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 |
| LeJeune Puetz Investment Counsel LLC | 4,384 | $2.27M | 0.76% | −24−0.5% | Reduced |
| Spectrum Management Group, LLC | 4,343 | $2.25M | 0.32% | 00.0% | Unchanged |
| Cambridge Associates LLC | 4,339 | $2.25M | 0.17% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 4,329 | $2.24M | 0.16% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,307 | $2.23M | 0.50% | −20.0% | Reduced |
| Keeley-Teton Advisors, LLC | 4,279 | $2.21M | 0.23% | −9−0.2% | Reduced |
| Harbor Advisory Corp | 4,277 | $2.21M | 0.90% | 00.0% | Unchanged |
| 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 |
| Wade G W & Inc | 4,240 | $2.19M | 0.10% | +70+1.7% | Added |
| Salem Investment Counselors Inc | 4,238 | $2.19M | 0.08% | −45−1.1% | Reduced |
| PFG Advisors | 4,230 | $2.19M | 0.22% | −639−13.1% | Reduced |
| Deutsche Bank AG | 4,190 | $2.17M | 0.00% | −1,365−24.6% | Reduced |
| Northern Oak Wealth Management Inc | 4,170 | $2.16M | 0.24% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,165 | $2.16M | 0.55% | +363+9.5% | Added |
| Colony Group LLC | 4,141 | $2.14M | 0.04% | +501+13.8% | Added |
| Venturi Wealth Management, LLC | 4,140 | $2.14M | 0.16% | −4,000−49.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,132 | $2.14M | 0.29% | −375−8.3% | Reduced |
| 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 |
| Ameritas Advisory Services, LLC | 4,120 | $2.13M | 0.08% | +4,120 | New |
| Braun Stacey Associates Inc | 4,109 | $2.13M | 0.08% | −120−2.8% | Reduced |
| Darrow Company, Inc. | 4,104 | $2.13M | 1.87% | +4,104 | New |
| J.W. Cole Advisors, Inc. | 4,098 | $2.12M | 0.14% | +146+3.7% | Added |
| Toroso Investments, LLC | 4,090 | $2.12M | 0.06% | +4,090 | New |
| Umb Bank N A | 4,085 | $2.12M | 0.03% | +4,085 | New |
| EP Wealth Advisors, LLC | 4,072 | $2.11M | 0.05% | +156+4.0% | Added |
| ZWJ Investment Counsel Inc | 4,067 | $2.10M | 0.11% | −68−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,030 | $2.09M | 0.51% | −992−19.8% | Reduced |
| Signature Securities Group Corporation | 4,002 | $2.08M | 0.64% | +142+3.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,990 | $2.06M | 0.46% | −137−3.3% | Reduced |