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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 2,319 | $1.20M | 0.14% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,304 | $1.19M | 0.20% | −4,522−66.2% | Reduced |
| Buckingham Strategic Partners | 2,294 | $1.19M | 0.25% | +2,294 | New |
| Glassman Wealth Services | 2,256 | $1.17M | 0.21% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,249 | $1.16M | 0.10% | −197−8.1% | Reduced |
| Providence First Trust Co | 2,193 | $1.14M | 0.51% | −14−0.6% | Reduced |
| Rockland Trust Co | 2,187 | $1.13M | 0.07% | −311−12.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $1.13M | 0.33% | −50−2.2% | Reduced |
| Lionsbridge Wealth Management LLC | 2,173 | $1.12M | 1.21% | +2,173 | New |
| Beacon Financial Advisory LLC | 2,145 | $1.11M | 0.51% | +3+0.1% | Added |
| Shufro Rose & Co LLC | 2,139 | $1.11M | 0.08% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,130 | $1.10M | 0.75% | −224−9.5% | Reduced |
| WealthShield Partners, LLC | 2,120 | $1.10M | 0.18% | +2,120 | New |
| Frank, Rimerman Advisors LLC | 2,114 | $1.09M | 0.37% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,111 | $1.09M | 0.66% | +2,111 | New |
| Zhang Financial LLC | 2,106 | $1.09M | 0.19% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,099 | $1.09M | 0.04% | −142−6.3% | Reduced |
| Cozad Asset Management Inc | 2,098 | $1.09M | 0.15% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,073 | $1.08M | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,078 | $1.08M | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 2,071 | $1.07M | 0.02% | +2,071 | New |
| Bryn Mawr Trust Co | 2,063 | $1.07M | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,053 | $1.06M | 0.07% | +1,160+129.9% | Added |
| Pacific Financial Group Inc | 2,072 | $1.06M | 0.70% | +162+8.5% | Added |
| HM Payson & Co | 2,042 | $1.06M | 0.02% | +250+14.0% | Added |
| TCTC Holdings, LLC | 2,038 | $1.05M | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,034 | $1.05M | 0.04% | +57+2.9% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $1.05M | 0.12% | +400+24.5% | Added |
| Bill Few Associates, Inc. | 1,971 | $1.02M | 0.53% | +1,971 | New |
| Prosperity Planning, Inc. | 1,949 | $1.01M | 0.51% | −3−0.2% | Reduced |
| LCNB Corp | 1,910 | $989.0K | 0.45% | −55−2.8% | Reduced |
| CPWM, LLC | 2,056 | $988.0K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,908 | $986.0K | 0.31% | +59+3.2% | Added |
| D.A. Davidson & Co. | 1,889 | $978.0K | 0.01% | −22−1.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,889 | $978.0K | 0.59% | +4+0.2% | Added |
| Clear Creek Financial Management, LLC | 1,931 | $977.0K | 0.15% | −11,425−85.5% | Reduced |
| Private Wealth Group, LLC | 1,887 | $977.0K | 0.66% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 1,880 | $973.2K | 0.40% | +1,880 | New |
| We Are One Seven, LLC | 1,865 | $966.0K | 0.10% | +1,385+288.5% | Added |
| Summit Financial Wealth Advisors, LLC | 1,848 | $964.0K | 0.19% | +1,848 | New |
| Overbrook Management Corp | 1,860 | $963.0K | 0.19% | +1,860 | New |
| Barber Financial Group, Inc. | 1,858 | $962.0K | 0.12% | −79,188−97.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,859 | $962.0K | 0.07% | +4+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 1,811 | $938.0K | 0.17% | +776+75.0% | Added |
| First Business Financial Services, Inc. | 1,808 | $936.0K | 0.10% | −80−4.2% | Reduced |
| Moors & Cabot, Inc. | 1,805 | $934.0K | 0.06% | +329+22.3% | Added |
| Zions Bancorporation, N.A. | 1,798 | $931.0K | 0.08% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,799 | $931.0K | 0.10% | +379+26.7% | Added |
| GFS Advisors, LLC | 1,783 | $923.0K | 0.15% | −460−20.5% | Reduced |
| Vista Finance, LLC | 1,771 | $917.0K | 0.95% | +1,771 | New |
| Quest Capital Management Inc | 1,765 | $914.0K | 0.16% | −11−0.6% | Reduced |
| Sigma Planning Corp | 1,761 | $912.0K | 0.03% | −316−15.2% | Reduced |
| Dana Investment Advisors, Inc. | 1,759 | $911.0K | 0.04% | +1+0.1% | Added |
| Alesco Advisors LLC | 1,758 | $910.0K | 0.03% | −35−2.0% | Reduced |
| Schrum Private Wealth Management LLC | 1,752 | $907.0K | 0.83% | +1,752 | New |
| Neumann Capital Management, LLC | 1,750 | $906.0K | 0.37% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,743 | $905.0K | 0.20% | −22−1.2% | Reduced |
| Evanson Asset Management, LLC | 1,745 | $903.0K | 0.08% | +4+0.2% | Added |
| Duncker Streett & Co Inc | 1,744 | $903.0K | 0.16% | +2+0.1% | Added |
| Sawgrass Asset Management LLC | 1,742 | $902.0K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,727 | $894.0K | 0.02% | +418+31.9% | Added |
| Cornerstone Wealth Management, LLC | 1,722 | $893.0K | 0.09% | −74−4.1% | Reduced |
| Thompson Davis & Co., Inc. | 1,721 | $891.0K | 0.74% | +1,721 | New |
| NCM Capital Management, LLC | 1,719 | $890.0K | 0.79% | +1,719 | New |
| Cadence Bank NA | 1,718 | $889.0K | 0.24% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,697 | $879.0K | 0.64% | +1,697 | New |
| Tennessee Valley Asset Management Partners | 1,695 | $878.0K | 0.29% | −34−2.0% | Reduced |
| Legacy Private Trust Co. | 1,696 | $878.0K | 0.07% | 00.0% | Unchanged |
| Lynch & Associates | 1,690 | $875.0K | 0.21% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,680 | $870.0K | 0.02% | +1,680 | New |
| Means Investment Co., Inc. | 1,675 | $867.0K | 0.15% | +196+13.3% | Added |
| Holistic Financial Partners | 1,669 | $864.0K | 0.50% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,659 | $859.0K | 0.09% | +35+2.2% | Added |
| Great Lakes Advisors, LLC | 1,658 | $858.0K | 0.01% | +55+3.4% | Added |
| Institute for Wealth Management, LLC. | 1,653 | $856.0K | 0.14% | +204+14.1% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $846.0K | 0.14% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,631 | $845.0K | 0.04% | +16+1.0% | Added |
| Wedbush Securities Inc | 1,627 | $842.0K | 0.04% | +2+0.1% | Added |
| Hohimer Wealth Management, LLC | 1,617 | $837.0K | 0.18% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,615 | $836.0K | 0.08% | −8−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 1,610 | $833.0K | 0.01% | +1,610 | New |
| Meeder Asset Management Inc | 1,608 | $832.0K | 0.08% | +273+20.4% | Added |
| Berger Financial Group, Inc | 1,602 | $829.0K | 0.11% | +1+0.1% | Added |
| RTD Financial Advisors, Inc. | 1,602 | $829.0K | 0.11% | +1,602 | New |
| Plante Moran Financial Advisors, LLC | 1,601 | $828.0K | 0.14% | +124+8.4% | Added |
| American Money Management, LLC | 1,590 | $823.0K | 0.21% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,576 | $816.0K | 0.52% | +43+2.8% | Added |
| Ziegler Capital Management, LLC | 1,568 | $812.0K | 0.03% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,557 | $806.0K | 0.73% | +1,557 | New |
| Vista Investment Management | 1,554 | $804.0K | 0.44% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,551 | $803.0K | 0.03% | −28−1.8% | Reduced |
| Arkadios Wealth Advisors | 1,550 | $802.0K | 0.11% | +22+1.4% | Added |
| Howland Capital Management LLC | 1,537 | $796.0K | 0.04% | −1,681−52.2% | Reduced |
| Samalin Investment Counsel, LLC | 1,527 | $791.0K | 0.47% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,522 | $788.0K | 0.09% | +355+30.4% | Added |
| Kaydan Wealth Management, Inc. | 1,518 | $785.8K | 0.30% | +1,518 | New |
| Pettinga Financial Advisors, LLC | 1,517 | $785.0K | 0.19% | −6,919−82.0% | Reduced |
| WorthPointe, LLC | 1,594 | $783.0K | 0.70% | +1,594 | New |
| Bank of Hawaii | 1,510 | $782.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $781.0K | 0.29% | 00.0% | Unchanged |