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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 710 | $368.0K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 722 | $366.0K | 0.03% | −556−43.5% | Reduced |
| Optimum Investment Advisors | 705 | $365.0K | 0.14% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 700 | $363.0K | 0.03% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 701 | $363.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 700 | $362.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $362.0K | 0.10% | 00.0% | Unchanged |
| TCWP LLC | 700 | $362.0K | 0.07% | +700 | New |
| Zacks Investment Management | 697 | $361.0K | 0.01% | −1−0.1% | Reduced |
| Asset Planning Corporation | 697 | $361.0K | 0.31% | +697 | New |
| Thrivent Financial for Lutherans | 733 | $360.0K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 693 | $359.8K | 0.05% | +248+55.7% | Added |
| Carret Asset Management, LLC | 694 | $359.0K | 0.04% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 693 | $359.0K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $358.0K | 0.04% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 689 | $357.0K | 0.12% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 688 | $356.0K | 0.00% | +132+23.7% | Added |
| Redmont Wealth Advisors LLC | 685 | $355.0K | 0.39% | +685 | New |
| McIlrath & Eck, LLC | 684 | $354.0K | 0.10% | −18−2.6% | Reduced |
| Level Four Advisory Services, LLC | 684 | $354.0K | 0.03% | +684 | New |
| Southern Wealth Management, LLP | 684 | $354.0K | 0.14% | +684 | New |
| Laidlaw Wealth Management LLC | 682 | $353.0K | 0.06% | +1+0.1% | Added |
| CRA Financial Services, LLC | 680 | $352.0K | 0.10% | 00.0% | Unchanged |
| WP Advisors, LLC | 675 | $350.0K | 0.15% | +29+4.5% | Added |
| Farmers & Merchants Investments Inc | 675 | $349.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 675 | $349.0K | 0.08% | 00.0% | Unchanged |
| ACG Wealth | 674 | $349.0K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 672 | $348.0K | 0.05% | +672 | New |
| Paulson Wealth Management Inc. | 670 | $347.0K | 0.16% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 669 | $346.2K | 0.28% | +669 | New |
| Wealth Alliance | 665 | $344.0K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 665 | $344.0K | 0.15% | +1+0.2% | Added |
| Hilltop Holdings Inc. | 664 | $343.0K | 0.04% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 660 | $342.0K | 0.49% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 660 | $342.0K | 0.04% | +5+0.8% | Added |
| YHB Investment Advisors, Inc. | 660 | $342.0K | 0.03% | +100+17.9% | Added |
| Larson Financial Group LLC | 661 | $342.0K | 0.05% | +600+983.6% | Added |
| V Wealth Advisors LLC | 659 | $341.0K | 0.05% | −115−14.9% | Reduced |
| Bedel Financial Consulting, Inc. | 657 | $340.0K | 0.11% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 654 | $338.6K | 0.09% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $337.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $336.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 650 | $336.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $334.0K | 0.02% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $333.0K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 640 | $331.0K | 0.05% | −145−18.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 639 | $331.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 639 | $331.0K | 0.14% | 00.0% | Unchanged |
| Shaker Investments LLC | 635 | $329.0K | 0.14% | +42+7.1% | Added |
| Etfidea, LLC | 631 | $326.7K | 0.13% | +631 | New |
| First National Trust Co | 629 | $326.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 621 | $322.0K | 0.05% | −198−24.2% | Reduced |
| Cowa, LLC | 620 | $322.0K | 0.16% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 617 | $319.0K | 0.25% | −44−6.7% | Reduced |
| Mendel Money Management | 617 | $319.0K | 0.18% | −33−5.1% | Reduced |
| Ancora Advisors, LLC | 612 | $317.0K | 0.01% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 611 | $316.0K | 0.14% | +1+0.2% | Added |
| Wintrust Investments LLC | 605 | $313.0K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 662 | $313.0K | 0.04% | +662 | New |
| Financial Partners Group, Inc | 648 | $311.0K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $311.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $311.0K | 0.11% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $311.0K | 0.15% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 598 | $310.0K | 0.04% | +59+10.9% | Added |
| Wambolt & Associates, LLC | 595 | $308.0K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 584 | $302.0K | 0.02% | +253+76.4% | Added |
| Security National Bank | 581 | $301.0K | 0.07% | −18−3.0% | Reduced |
| Paragon Capital Management LLC | 582 | $301.0K | 0.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 579 | $300.0K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 577 | $299.0K | 0.12% | −16−2.7% | Reduced |
| Platte River Wealth Advisors, LLC | 585 | $299.0K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $299.0K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 578 | $299.0K | 0.01% | +578 | New |
| Cary Street Partner Investment Advisory LLC | 575 | $298.0K | 0.08% | +55+10.6% | Added |
| Carlson Capital Management | 575 | $298.0K | 0.03% | +75+15.0% | Added |
| Valeo Financial Advisors, LLC | 570 | $295.0K | 0.02% | −46−7.5% | Reduced |
| Norway Savings Bank | 570 | $295.0K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $295.0K | 0.02% | +2+0.4% | Added |
| Southland Equity Partners LLC | 565 | $292.5K | 0.12% | +7+1.3% | Added |
| Vickerman Investment Advisors, Inc. | 564 | $292.0K | 0.12% | −279−33.1% | Reduced |
| Isthmus Partners, LLC | 565 | $292.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 561 | $290.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 561 | $290.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $290.0K | 0.14% | +562 | New |
| BKD Wealth Advisors, LLC | 558 | $289.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 555 | $288.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 555 | $288.0K | 0.06% | +4+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 554 | $286.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 552 | $286.0K | 0.03% | −92−14.3% | Reduced |
| American Trust | 553 | $286.0K | 0.02% | +553 | New |
| Resources Management Corp | 546 | $283.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $283.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 545 | $282.0K | 0.04% | −5−0.9% | Reduced |
| Advisor Resource Council | 544 | $282.0K | 0.02% | +544 | New |
| Echo Wealth Management, LLC | 552 | $280.0K | 0.32% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 538 | $279.0K | 0.05% | −59−9.9% | Reduced |
| Tarbox Family Office, Inc. | 537 | $278.0K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $276.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $275.0K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 525 | $272.0K | 0.09% | 00.0% | Unchanged |