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 |
|---|---|---|---|---|---|
| CCG Wealth Management, LLC | 1,505 | $779.0K | 0.41% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,488 | $770.0K | 0.02% | +1,488 | New |
| Strategic Wealth Partners, Ltd. | 1,452 | $752.0K | 0.14% | −177−10.9% | Reduced |
| McGuire Investment Group, LLC | 1,451 | $751.0K | 0.12% | −2−0.1% | Reduced |
| First National Bank Sioux Falls | 1,445 | $748.0K | 0.80% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 1,443 | $747.0K | 0.69% | +1,443 | New |
| Grimes & Company, Inc. | 1,436 | $743.0K | 0.03% | +2+0.1% | Added |
| Park National Corp | 1,434 | $742.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 1,430 | $740.0K | 0.33% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,413 | $732.0K | 0.05% | +8+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $731.0K | 0.21% | −5−0.4% | Reduced |
| VeraBank, N.A. | 1,413 | $731.0K | 0.37% | +1,413 | New |
| Warner Financial, Inc | 1,417 | $731.0K | 0.61% | +1,417 | New |
| Fortress Wealth Group, LLC | 1,467 | $727.0K | 0.54% | +6+0.4% | Added |
| Breiter Capital Management Inc | 1,400 | $725.0K | 0.36% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $720.0K | 0.33% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $719.0K | 0.04% | +134+10.7% | Added |
| Seelaus Asset Management LLC | 1,384 | $716.0K | 0.39% | −115−7.7% | Reduced |
| Fca Corp | 1,380 | $714.0K | 0.24% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,373 | $711.0K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,369 | $708.9K | 0.06% | +354+34.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,368 | $708.0K | 0.15% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,364 | $706.0K | 0.50% | +4+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 1,353 | $702.0K | 0.06% | +452+50.2% | Added |
| Round Rock Advisors, LLC | 1,354 | $701.0K | 0.31% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,355 | $701.0K | 0.47% | +55+4.2% | Added |
| GYL Financial Synergies, LLC | 1,353 | $700.0K | 0.19% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 1,341 | $694.0K | 0.01% | −406−23.2% | Reduced |
| Roof Eidam & Maycock | 1,333 | $690.0K | 0.23% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,324 | $685.0K | 0.00% | −36−2.6% | Reduced |
| Pinnacle Private Wealth, LLC | 1,322 | $684.0K | 0.21% | +1,322 | New |
| Capital Advisors Inc | 1,301 | $674.0K | 0.02% | +1,301 | New |
| Cannon Global Investment Management, LLC | 1,300 | $673.0K | 1.06% | +1,300 | New |
| River Wealth Advisors LLC | 1,295 | $671.0K | 0.10% | −102−7.3% | Reduced |
| Certified Advisory Corp | 1,297 | $671.0K | 0.15% | +37+2.9% | Added |
| Old North State Trust, LLC | 1,297 | $671.0K | 0.48% | +1,297 | New |
| BLB&B Advisors, LLC | 1,294 | $670.0K | 0.04% | −26−2.0% | Reduced |
| Appleton Partners Inc | 1,290 | $668.0K | 0.05% | +60+4.9% | Added |
| Altfest L J & Co Inc | 1,289 | $667.0K | 0.13% | +561+77.1% | Added |
| Roberts Glore & Co Inc | 1,286 | $666.0K | 0.18% | −1,218−48.6% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,285 | $665.0K | 0.22% | +1,285 | New |
| Titleist Asset Management, Ltd. | 1,279 | $662.0K | 0.13% | +1,279 | New |
| Sheaff Brock Investment Advisors, LLC | 1,276 | $661.0K | 0.06% | +57+4.7% | Added |
| Western Wealth Management, LLC | 1,268 | $658.0K | 0.06% | +1,268 | New |
| TD Private Client Wealth LLC | 1,268 | $656.4K | 0.03% | +249+24.4% | Added |
| Essex Financial Services, Inc. | 1,262 | $653.0K | 0.06% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,253 | $649.0K | 0.26% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,250 | $647.0K | 0.42% | −9,627−88.5% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $647.0K | 0.22% | 00.0% | Unchanged |
| M. Kraus & Co | 1,244 | $644.0K | 0.21% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,241 | $643.0K | 0.08% | −1−0.1% | Reduced |
| 55I, LLC | 1,233 | $638.0K | 0.02% | −1,396−53.1% | Reduced |
| StoneX Group Inc. | 1,226 | $636.4K | 0.07% | −2,798−69.5% | Reduced |
| SevenBridge Financial Group, LLC | 1,217 | $630.0K | 0.19% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,327 | $627.0K | 0.08% | −1,083−44.9% | Reduced |
| Altium Wealth Management LLC | 1,196 | $619.0K | 0.04% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,195 | $619.0K | 0.05% | +142+13.5% | Added |
| Graypoint LLC | 1,182 | $612.0K | 0.06% | −12−1.0% | Reduced |
| JNBA Financial Advisors | 1,175 | $608.0K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,175 | $608.0K | 0.10% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $604.0K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,167 | $604.0K | 0.18% | +19+1.7% | Added |
| Steel Peak Wealth Management LLC | 1,167 | $604.0K | 0.04% | +117+11.1% | Added |
| Kanawha Capital Management LLC | 1,165 | $603.0K | 0.05% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $601.0K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,149 | $597.0K | 0.02% | +1+0.1% | Added |
| Security Financial Services, INC. | 1,154 | $597.0K | 0.20% | +1,154 | New |
| Long Road Investment Counsel, LLC | 1,145 | $593.0K | 0.24% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,135 | $588.0K | 0.03% | +50+4.6% | Added |
| Pacific Sun Financial Corp | 1,130 | $585.0K | 0.31% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,116 | $578.0K | 0.11% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,113 | $576.0K | 0.28% | +2+0.2% | Added |
| Trillium Asset Management, LLC | 1,106 | $573.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,106 | $572.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,099 | $569.0K | 0.20% | −664−37.7% | Reduced |
| High Probability Advisors, LLC | 1,092 | $567.3K | 0.21% | +42+4.0% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $567.0K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $559.0K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,077 | $558.0K | 0.18% | −45−4.0% | Reduced |
| Sageworth Trust Co | 1,073 | $555.0K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,152 | $554.0K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,069 | $553.0K | 0.03% | +76+7.7% | Added |
| Old Second National Bank of Aurora | 1,281 | $546.0K | 0.16% | +270+26.7% | Added |
| ProVise Management Group, LLC | 1,052 | $545.0K | 0.05% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,051 | $544.0K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,044 | $540.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,024 | $530.0K | 0.03% | −23−2.2% | Reduced |
| Diversified Trust Co | 1,020 | $528.0K | 0.02% | +21+2.1% | Added |
| Flagship Harbor Advisors, LLC | 1,020 | $528.0K | 0.05% | +500+96.2% | Added |
| Orion Portfolio Solutions, LLC | 1,017 | $526.0K | 0.02% | +1,017 | New |
| Rockbridge Investment Management, LCC | 1,008 | $522.0K | 0.08% | +200+24.8% | Added |
| Missouri Trust & Investment Co | 1,008 | $522.0K | 0.30% | +1,008 | New |
| Keebeck Alpha, LP | 1,003 | $519.0K | 0.19% | +133+15.3% | Added |
| Rathbone Brothers plc | 1,000 | $518.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $518.0K | 0.30% | +800+400.0% | Added |
| Canal Capital Management, LLC | 1,000 | $518.0K | 0.13% | +1,000 | New |
| Maxele Advisors, LLC | 1,000 | $517.7K | 0.60% | +1,000 | New |
| Roble, Belko & Company, Inc | 994 | $515.0K | 0.10% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $514.0K | 0.24% | 00.0% | Unchanged |