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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,976 | $2.06M | 0.16% | +2,397+151.8% | Added |
| Tiemann Investment Advisors, LLC | 3,963 | $2.05M | 0.87% | −6−0.2% | Reduced |
| Group One Trading, L.P. | 3,959 | $2.05M | 0.04% | +2,689+211.7% | Added |
| Sovereign Financial Group, Inc. | 3,948 | $2.04M | 0.84% | +3,948 | New |
| Kelman-Lazarov, Inc. | 3,927 | $2.03M | 0.65% | −206−5.0% | Reduced |
| RiverTree Advisors, LLC | 3,922 | $2.03M | 1.30% | −41−1.0% | Reduced |
| CAPROCK Group, Inc. | 3,910 | $2.03M | 0.17% | −20−0.5% | Reduced |
| Leavell Investment Management, Inc. | 3,901 | $2.02M | 0.13% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,883 | $2.01M | 0.13% | +123+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,875 | $2.01M | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 3,870 | $2.00M | 0.16% | +31+0.8% | Added |
| Wunderlich Capital Managemnt | 3,850 | $1.99M | 0.89% | −26−0.7% | Reduced |
| National Asset Management, Inc. | 3,845 | $1.99M | 0.06% | −190−4.7% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.99M | 1.79% | +3,838 | New |
| Haverford Trust Co | 3,836 | $1.99M | 0.02% | +14+0.4% | Added |
| Revolve Wealth Partners, LLC | 3,833 | $1.98M | 0.57% | +3,833 | New |
| NorthRock Partners, LLC | 3,793 | $1.96M | 0.15% | +760+25.1% | Added |
| TSFG, LLC | 3,734 | $1.93M | 0.67% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,732 | $1.93M | 0.35% | −1,346−26.5% | Reduced |
| Element Wealth, LLC | 3,724 | $1.93M | 1.46% | −1,930−34.1% | Reduced |
| Horizon Investments, LLC | 3,722 | $1.93M | 0.06% | −20−0.5% | Reduced |
| Woodstock Corp | 3,723 | $1.93M | 0.20% | +75+2.1% | Added |
| Maryland Capital Management | 3,715 | $1.92M | 0.10% | −100−2.6% | Reduced |
| XML Financial, LLC | 3,705 | $1.92M | 0.23% | +47+1.3% | Added |
| Quantum Private Wealth, LLC | 3,705 | $1.92M | 0.73% | +3,705 | New |
| Meridian Financial, LLC | 3,703 | $1.92M | 1.79% | +3,703 | New |
| Coyle Financial Counsel LLC | 3,680 | $1.91M | 1.12% | −39−1.0% | Reduced |
| Bank of Nova Scotia | 3,645 | $1.89M | 0.00% | +1,145+45.8% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.88M | 1.68% | +3,789 | New |
| Cutler Group LP | 3,600 | $1.86M | 0.13% | +3,400+1,700.0% | Added |
| SOA Wealth Advisors, LLC. | 3,550 | $1.84M | 0.44% | −52−1.4% | Reduced |
| Paragon Capital Management Ltd | 3,534 | $1.83M | 0.29% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,534 | $1.83M | 0.32% | +436+14.1% | Added |
| Meridian Investment Counsel Inc. | 3,506 | $1.81M | 0.60% | −17−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 3,507 | $1.81M | 0.92% | +1,714+95.6% | Added |
| WealthBridge Capital Management, LLC | 3,484 | $1.80M | 0.67% | +20+0.6% | Added |
| Advisory Services Network, LLC | 3,478 | $1.80M | 0.05% | +216+6.6% | Added |
| Investment Advisory Group, LLC | 3,682 | $1.80M | 1.15% | +3,682 | New |
| Oxford Financial Group Ltd | 3,473 | $1.80M | 0.20% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.77M | 0.25% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.76M | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.75M | 0.33% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,359 | $1.74M | 1.76% | −17−0.5% | Reduced |
| Merit Financial Group, LLC | 3,312 | $1.72M | 0.17% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,258 | $1.69M | 1.43% | +3,258 | New |
| Stratos Wealth Partners, LTD. | 3,259 | $1.69M | 0.04% | +38+1.2% | Added |
| Mattern Wealth Management LLC | 3,219 | $1.67M | 0.49% | −14,556−81.9% | Reduced |
| NewEdge Wealth, LLC | 3,203 | $1.66M | 0.07% | +3,203 | New |
| Bremer Bank National Association | 3,173 | $1.64M | 0.27% | −129−3.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,170 | $1.64M | 0.02% | +3,170 | New |
| Mathes Company, Inc. | 3,150 | $1.63M | 0.56% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,089 | $1.60M | 0.03% | −13,275−81.1% | Reduced |
| United Bank | 3,095 | $1.60M | 0.20% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,081 | $1.59M | 0.33% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,071 | $1.59M | 0.15% | −20−0.6% | Reduced |
| Fieldpoint Private Securities, LLC | 3,063 | $1.59M | 0.31% | 00.0% | Unchanged |
| Kings Point Capital Management | 3,050 | $1.58M | 0.13% | −782−20.4% | Reduced |
| Laird Norton Trust Company, LLC | 3,044 | $1.57M | 0.15% | −22−0.7% | Reduced |
| Aspiriant, LLC | 3,021 | $1.56M | 0.08% | +9+0.3% | Added |
| Baker Avenue Asset Management, LP | 2,973 | $1.54M | 0.08% | +444+17.6% | Added |
| WSFS Capital Management, LLC | 2,941 | $1.52M | 0.58% | +2,941 | New |
| Johnson Financial Group, Inc. | 2,927 | $1.52M | 0.10% | −30−1.0% | Reduced |
| Greenleaf Trust | 2,925 | $1.51M | 0.02% | +1,396+91.3% | Added |
| SOL Capital Management CO | 2,905 | $1.50M | 0.27% | +50+1.8% | Added |
| Centric Wealth Management | 2,888 | $1.50M | 0.50% | +2,888 | New |
| Freestone Capital Holdings, LLC | 2,878 | $1.49M | 0.06% | −71−2.4% | Reduced |
| Wesbanco Bank Inc | 2,877 | $1.49M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,869 | $1.49M | 0.02% | +2,337+439.3% | Added |
| 9258 Wealth Management, LLC | 2,841 | $1.47M | 0.34% | +47+1.7% | Added |
| International Assets Investment Management, LLC | 2,827 | $1.46M | 0.26% | +1,109+64.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.45M | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.44M | 0.24% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,762 | $1.43M | 1.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,757 | $1.43M | 0.16% | +52+1.9% | Added |
| Choate Investment Advisors | 2,763 | $1.43M | 0.08% | −210−7.1% | Reduced |
| Lenox Wealth Advisors, LLC | 2,729 | $1.41M | 0.17% | +203+8.0% | Added |
| Perigon Wealth Management, LLC | 2,719 | $1.41M | 0.10% | −138−4.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $1.39M | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,731 | $1.39M | 0.02% | +364+15.4% | Added |
| Wealthsource Partners, LLC | 2,683 | $1.39M | 0.11% | +770+40.3% | Added |
| Beaumont Financial Partners, LLC | 2,672 | $1.38M | 0.10% | +101+3.9% | Added |
| Regions Financial Corp | 2,643 | $1.37M | 0.01% | −201−7.1% | Reduced |
| HBK Sorce Advisory LLC | 2,643 | $1.37M | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,642 | $1.37M | 0.24% | +559+26.8% | Added |
| Drive Wealth Management, LLC | 2,590 | $1.34M | 1.18% | +2,590 | New |
| CIBC World Markets Inc. | 2,587 | $1.34M | 0.00% | −822−24.1% | Reduced |
| Minot Wealth Management LLC | 2,552 | $1.32M | 0.25% | +439+20.8% | Added |
| Dowling & Yahnke LLC | 2,538 | $1.31M | 0.06% | −176−6.5% | Reduced |
| TruWealth Advisors, LLC | 2,518 | $1.30M | 0.13% | −30−1.2% | Reduced |
| North Star Investment Management Corp. | 2,504 | $1.30M | 0.09% | −810−24.4% | Reduced |
| Aspen Investment Management Inc | 2,475 | $1.28M | 0.63% | −24−1.0% | Reduced |
| Integrated Advisors Network LLC | 2,458 | $1.27M | 0.08% | +171+7.5% | Added |
| Tiedemann Advisors, LLC | 2,434 | $1.26M | 0.06% | +3+0.1% | Added |
| Sigma Investment Counselors Inc | 2,400 | $1.24M | 0.09% | −52−2.1% | Reduced |
| Stephens Inc | 2,389 | $1.24M | 0.02% | −566−19.2% | Reduced |
| Baystate Wealth Management LLC | 2,369 | $1.23M | 0.11% | +121+5.4% | Added |
| White Pine Capital LLC | 2,369 | $1.23M | 0.36% | +326+16.0% | Added |
| RFG Advisory, LLC | 2,341 | $1.21M | 0.08% | +2,341 | New |
| Parsons Capital Management Inc | 2,334 | $1.21M | 0.09% | +14+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,330 | $1.21M | 0.10% | −338−12.7% | Reduced |