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 |
|---|---|---|---|---|---|
| Premier Asset Management LLC | 979 | $507.0K | 0.09% | −6−0.6% | Reduced |
| Financial Advisory Corp | 976 | $505.0K | 0.24% | −8−0.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 968 | $501.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 967 | $500.0K | 0.02% | +1+0.1% | Added |
| WBH Advisory Inc | 965 | $500.0K | 0.06% | +332+52.4% | Added |
| NEIRG Wealth Management, LLC | 959 | $496.0K | 0.10% | +959 | New |
| HYA Advisors, Inc | 956 | $495.0K | 0.18% | −418−30.4% | Reduced |
| Lakeview Capital Partners, LLC | 957 | $495.0K | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 955 | $494.0K | 0.03% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 944 | $489.0K | 2.97% | −1,321−58.3% | Reduced |
| Arcadia Investment Management Corp | 940 | $487.0K | 0.08% | 00.0% | Unchanged |
| Fiera Capital Corp | 938 | $486.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 936 | $485.0K | 0.04% | −681−42.1% | Reduced |
| Great Valley Advisor Group, Inc. | 957 | $484.0K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 923 | $477.0K | 0.06% | −1,402−60.3% | Reduced |
| Vigilant Capital Management, LLC | 919 | $476.0K | 0.03% | +500+119.3% | Added |
| Petix & Botte Co | 918 | $475.0K | 0.30% | −918−50.0% | Reduced |
| First Pacific Financial | 917 | $475.0K | 0.23% | −54−5.6% | Reduced |
| Connors Investor Services Inc | 915 | $474.0K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 913 | $473.0K | 0.01% | +230+33.7% | Added |
| Ardent Capital Management, Inc. | 910 | $471.0K | 0.31% | +910 | New |
| United Community Bank | 908 | $470.1K | 0.47% | +908 | New |
| Two Sigma Securities, LLC | 900 | $466.0K | 0.09% | −1,248−58.1% | Reduced |
| Donaldson Capital Management, LLC | 899 | $465.0K | 0.02% | −10−1.1% | Reduced |
| Brighton Jones LLC | 893 | $462.0K | 0.02% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 882 | $457.0K | 0.01% | +882 | New |
| Brand Asset Management Group, Inc. | 881 | $456.0K | 0.21% | +187+26.9% | Added |
| Aldebaran Financial Inc. | 876 | $453.0K | 0.35% | −2,579−74.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $453.0K | 0.03% | −10−1.1% | Reduced |
| REDW Wealth LLC | 874 | $453.0K | 0.13% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 871 | $451.0K | 0.12% | +63+7.8% | Added |
| One Capital Management, LLC | 868 | $449.0K | 0.03% | −7−0.8% | Reduced |
| Scotia Capital Inc. | 859 | $445.0K | 0.00% | −13−1.5% | Reduced |
| Denver Wealth Management, Inc. | 858 | $444.0K | 0.43% | +858 | New |
| Zeke Capital Advisors, LLC | 855 | $443.0K | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 866 | $441.0K | 0.25% | −29−3.2% | Reduced |
| Ayrshire Capital Management LLC | 849 | $440.0K | 0.22% | +3+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $438.0K | 0.27% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 840 | $436.0K | 0.00% | −52−5.8% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $434.0K | 0.11% | +835 | New |
| Cardiff Park Advisors, LLC | 838 | $434.0K | 0.06% | +838 | New |
| Berkeley, Inc | 831 | $430.2K | 0.29% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 827 | $428.0K | 0.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 826 | $428.0K | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 826 | $428.0K | 0.10% | +2+0.2% | Added |
| Dohj, LLC | 822 | $426.0K | 0.19% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 821 | $425.0K | 0.00% | −25−3.0% | Reduced |
| Seascape Capital Management | 818 | $423.0K | 0.20% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 818 | $423.0K | 0.15% | +818 | New |
| Citizens Business Bank | 815 | $422.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 810 | $419.0K | 0.05% | +42+5.5% | Added |
| Glenview Trust Co | 805 | $417.0K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $415.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $415.0K | 0.15% | +801 | New |
| North Star Asset Management Inc | 800 | $414.0K | 0.02% | −50−5.9% | Reduced |
| Price T Rowe Associates Inc | 800 | $414.0K | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $414.0K | 0.02% | 00.0% | Unchanged |
| Ghe, LLC | 800 | $414.0K | 0.32% | +800 | New |
| Cypress Capital Management LLC | 797 | $413.0K | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 796 | $412.0K | 0.01% | −1,709−68.2% | Reduced |
| Adviser Investments LLC | 793 | $411.0K | 0.03% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 791 | $409.0K | 0.31% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 785 | $406.0K | 0.03% | −20−2.5% | Reduced |
| John W. Brooker & Co., CPAs | 783 | $405.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $404.0K | 0.07% | −452−36.7% | Reduced |
| South State Corp. | 781 | $404.0K | 0.03% | −63−7.5% | Reduced |
| Summit Place Financial Advisors, LLC | 780 | $404.0K | 0.28% | 00.0% | Unchanged |
| Retirement Planning Group | 779 | $403.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 770 | $399.0K | 0.06% | −14−1.8% | Reduced |
| Janney Capital Management LLC | 767 | $397.0K | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 766 | $396.0K | 0.22% | +2+0.3% | Added |
| BerganKDV Wealth Management, LLC | 763 | $395.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 760 | $393.7K | 0.04% | −234−23.5% | Reduced |
| Paradigm Financial Partners, LLC | 760 | $393.0K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $393.0K | 0.24% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 815 | $391.0K | 0.03% | +10+1.2% | Added |
| Charter Trust Co | 756 | $391.0K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $391.0K | 0.10% | 00.0% | Unchanged |
| Congress Asset Management Co | 756 | $391.0K | 0.00% | +242+47.1% | Added |
| Peak Planning Group, LLC | 752 | $389.2K | 0.29% | 00.0% | Unchanged |
| Hoese & Co LLP | 750 | $388.0K | 0.39% | −40−5.1% | Reduced |
| Howard Capital Management Group, LLC | 750 | $388.0K | 0.03% | −10−1.3% | Reduced |
| Baugh & Associates, LLC | 746 | $386.0K | 0.21% | −55−6.9% | Reduced |
| EWG Elevate Inc. | 739 | $383.0K | 0.19% | −20,969−96.6% | Reduced |
| Trust Co of Vermont | 740 | $383.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $383.0K | 0.22% | 00.0% | Unchanged |
| Private Capital Management LLC | 737 | $381.0K | 0.13% | +1+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 730 | $378.0K | 0.03% | −15−2.0% | Reduced |
| Ashford Capital Management Inc | 731 | $378.0K | 0.04% | +26+3.7% | Added |
| Smith Chas P & Associates Pa Cpas | 727 | $376.0K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 726 | $376.0K | 0.25% | +726 | New |
| Clarkston Capital Partners, LLC | 725 | $375.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $375.0K | 0.17% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 725 | $375.0K | 0.23% | +725 | New |
| Novare Capital Management LLC | 722 | $374.0K | 0.04% | −6−0.8% | Reduced |
| Oarsman Capital, Inc. | 718 | $372.0K | 0.15% | −10−1.4% | Reduced |
| Private Capital Group, LLC | 712 | $370.0K | 0.08% | −18−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 712 | $369.0K | 0.22% | +137+23.8% | Added |
| TrinityPoint Wealth, LLC | 713 | $369.0K | 0.07% | +137+23.8% | Added |
| Flagship Private Wealth, LLC | 711 | $368.0K | 0.27% | 00.0% | Unchanged |