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, Q1 2022
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2022. 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
- 1,101
- −12 vs. Q4 2021
- Shares held
- 24.8M
- −1.27M (−4.9%) vs. Q4 2021
- Total value
- $12.2B
- −$1.32B (−9.7%) vs. Q4 2021
- New holders
- 72
- 276 more added
- Sold out
- 84
- 423 more reduced
13 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,213,702 | $1.09B | 0.11% | +65,201+3.0% | Added |
| Wells Fargo & Company | 1,659,294 | $813.8M | 0.21% | −58,389−3.4% | Reduced |
| Northern Trust Corp | 1,273,031 | $624.4M | 0.11% | −7,762−0.6% | Reduced |
| Morgan Stanley | 1,119,218 | $548.9M | 0.07% | +67,358+6.4% | Added |
| US Bancorp | 1,118,166 | $548.4M | 0.91% | −31,993−2.8% | Reduced |
| Goldman Sachs Group Inc | 1,056,555 | $518.2M | 0.13% | −1,400−0.1% | Reduced |
| Veritable, L.P. | 1,010,589 | $495.6M | 7.62% | −6,888−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 850,959 | $417.4M | 0.37% | −142,605−14.4% | Reduced |
| UBS Group AG | 677,811 | $332.4M | 0.14% | −79,105−10.5% | Reduced |
| Bank of Montreal | 425,508 | $215.0M | 0.12% | −8,329−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 380,000 | $186.4M | 0.67% | −75,000−16.5% | Reduced |
| Raymond James & Associates | 353,819 | $173.5M | 0.15% | −67,868−16.1% | Reduced |
| Alliancebernstein L.P. | 303,268 | $148.7M | 0.06% | −275,588−47.6% | Reduced |
| Royal Bank of Canada | 298,732 | $146.5M | 0.04% | −59,426−16.6% | Reduced |
| Arvest Trust Co N A | 295,144 | $144.8M | 8.05% | −3,206−1.1% | Reduced |
| Conservest Capital Advisors, Inc. | 234,622 | $115.1M | 12.75% | +6,551+2.9% | Added |
| First Republic Investment Management, Inc. | 232,825 | $114.2M | 0.25% | −836−0.4% | Reduced |
| Bank of New York Mellon Corp | 225,829 | $110.8M | 0.02% | +12,600+5.9% | Added |
| Citigroup Inc | 212,477 | $104.2M | 0.11% | −92,408−30.3% | Reduced |
| MAI Capital Management | 201,956 | $99.0M | 1.69% | +5,889+3.0% | Added |
| Canada Pension Plan Investment Board | 200,000 | $98.1M | 0.13% | +200,000 | New |
| BNP Paribas Arbitrage, SA | 196,961 | $96.6M | 0.19% | −21,668−9.9% | Reduced |
| Whittier Trust Co | 160,917 | $78.9M | 1.33% | −2,894−1.8% | Reduced |
| LPL Financial LLC | 160,422 | $78.7M | 0.07% | −11,345−6.6% | Reduced |
| Welch & Forbes LLC | 157,298 | $77.1M | 1.22% | +3,079+2.0% | Added |
| Creative Planning | 139,959 | $68.6M | 0.11% | +15,295+12.3% | Added |
| FineMark National Bank & Trust | 138,549 | $68.0M | 2.71% | +4,978+3.7% | Added |
| Brown Advisory Inc | 137,791 | $67.6M | 0.10% | −2,252−1.6% | Reduced |
| HighTower Advisors, LLC | 137,797 | $67.6M | 0.15% | −2,996−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 134,207 | $65.9M | 0.18% | −184,508−57.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 131,965 | $64.7M | 0.10% | +8,984+7.3% | Added |
| Waddell & Associates, LLC | 131,085 | $64.3M | 10.32% | +2,552+2.0% | Added |
| Montag A & Associates Inc | 115,658 | $56.7M | 3.01% | −1,591−1.4% | Reduced |
| Ameriprise Financial Inc | 112,126 | $55.0M | 0.02% | −25,314−18.4% | Reduced |
| Eaton Vance Management | 111,248 | $54.6M | 0.06% | +597+0.5% | Added |
| JPMorgan Chase & Co | 108,915 | $53.4M | 0.01% | +8,637+8.6% | Added |
| Sandy Spring Bank | 106,926 | $52.4M | 2.66% | −1,534−1.4% | Reduced |
| State Street Corp | 105,372 | $51.7M | 0.00% | −1,670−1.6% | Reduced |
| MetLife Investment Management | 104,300 | $51.2M | 0.33% | +69,500+199.7% | Added |
| Hills Bank & Trust Co | 104,057 | $51.0M | 7.27% | +1,463+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 100,920 | $49.5M | 0.09% | −11,928−10.6% | Reduced |
| Truist Financial Corp | 99,385 | $48.7M | 0.08% | +841+0.9% | Added |
| Credit Suisse AG | 95,114 | $46.7M | 0.04% | −11,922−11.1% | Reduced |
| Washington Trust Co | 94,908 | $46.5M | 1.84% | +3,647+4.0% | Added |
| Barclays PLC | 94,662 | $46.5M | 0.04% | −108,391−53.4% | Reduced |
| Commonwealth Equity Services, LLC | 87,399 | $42.9M | 0.10% | −10,057−10.3% | Reduced |
| Portland Global Advisors LLC | 86,783 | $42.6M | 7.29% | −857−1.0% | Reduced |
| Mariner, LLC | 83,437 | $40.9M | 0.15% | +1,079+1.3% | Added |
| First Hawaiian Bank | 80,384 | $39.4M | 1.22% | −2,376−2.9% | Reduced |
| Hyman Charles D | 75,522 | $37.0M | 2.34% | −116−0.2% | Reduced |
| Henshaw Capital LLC | 75,150 | $36.9M | 2.16% | 00.0% | Unchanged |
| Financial Counselors Inc | 74,445 | $36.5M | 0.76% | −219−0.3% | Reduced |
| Citizens Financial Group Inc | 73,732 | $36.2M | 1.26% | −1,045−1.4% | Reduced |
| Blair William & Co | 73,053 | $35.8M | 0.13% | +6,482+9.7% | Added |
| Envestnet Asset Management Inc | 70,914 | $34.8M | 0.02% | +570+0.8% | Added |
| Pinnacle Associates Ltd | 69,633 | $34.2M | 0.60% | −1,446−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 68,430 | $33.6M | 0.66% | −471−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,504 | $33.1M | 1.20% | −259−0.4% | Reduced |
| BlackRock Inc. | 67,337 | $33.0M | 0.00% | +33,318+97.9% | Added |
| Pittenger & Anderson Inc | 66,798 | $32.8M | 1.61% | +2,570+4.0% | Added |
| Waldron Private Wealth LLC | 63,960 | $31.4M | 1.61% | −963−1.5% | Reduced |
| Baird Financial Group, Inc. | 60,647 | $29.7M | 0.07% | +76+0.1% | Added |
| Gofen & Glossberg LLC | 60,499 | $29.7M | 0.68% | −43−0.1% | Reduced |
| Heritage Investors Management Corp | 59,552 | $29.2M | 1.17% | −556−0.9% | Reduced |
| Susquehanna International Group, LLP | 59,169 | $29.0M | 0.04% | −44,558−43.0% | Reduced |
| Moreno Evelyn V | 58,370 | $28.6M | 5.80% | −1,105−1.9% | Reduced |
| Conning Inc. | 58,223 | $28.6M | 0.78% | −3,585−5.8% | Reduced |
| Smith, Moore & Co. | 57,414 | $28.2M | 3.84% | +425+0.7% | Added |
| Corient Capital Partners, LLC | 56,769 | $27.8M | 1.84% | +810+1.4% | Added |
| Victory Capital Management Inc | 60,933 | $27.8M | 0.03% | −1,825−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,215 | $27.1M | 0.47% | −200.0% | Reduced |
| Bartlett & Co. LLC | 55,215 | $27.1M | 0.47% | −200.0% | Reduced |
| Advisor Group Holdings, Inc. | 61,079 | $26.9M | 0.05% | −1,461−2.3% | Reduced |
| HRT Financial LP | 53,671 | $26.3M | 0.19% | +53,671 | New |
| Ascent Wealth Partners, LLC | 53,233 | $26.1M | 4.88% | +1,411+2.7% | Added |
| Jump Financial, LLC | 52,932 | $26.0M | 1.11% | +52,932 | New |
| Cumberland Advisors Inc | 49,855 | $24.5M | 5.67% | +2,615+5.5% | Added |
| Financial Advisory Group | 48,669 | $23.9M | 4.64% | −572−1.2% | Reduced |
| Clearstead Advisors, LLC | 48,589 | $23.8M | 1.62% | −210−0.4% | Reduced |
| Retirement Systems of Alabama | 46,421 | $22.8M | 0.08% | +131+0.3% | Added |
| Stifel Financial Corp | 46,132 | $22.6M | 0.03% | −4,063−8.1% | Reduced |
| Captrust Financial Advisors | 45,517 | $22.4M | 0.14% | +3,205+7.6% | Added |
| Cypress Capital, LLC | 45,345 | $22.2M | 2.73% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 44,927 | $22.0M | 1.87% | +348+0.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43,342 | $21.3M | 3.85% | +1,493+3.6% | Added |
| Oldfather Financial Services, LLC | 44,521 | $20.9M | 11.33% | +1,400+3.2% | Added |
| Wellspring Financial Advisors, LLC | 39,610 | $19.4M | 5.73% | −6,499−14.1% | Reduced |
| Pachira Investments Inc. | 39,580 | $19.4M | 15.01% | −7,360−15.7% | Reduced |
| Granite Bay Wealth Management, LLC | 39,546 | $19.4M | 15.72% | +15,797+66.5% | Added |
| Boston Private Wealth LLC | 39,420 | $19.3M | 0.26% | +21,468+119.6% | Added |
| Prio Wealth Limited Partnership | 39,310 | $19.3M | 0.64% | −580−1.5% | Reduced |
| 1st Source Bank | 38,005 | $18.6M | 1.15% | +299+0.8% | Added |
| LCM Capital Management Inc | 37,348 | $18.3M | 14.77% | +178+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 37,293 | $18.3M | 0.67% | −550−1.5% | Reduced |
| Johnson Investment Counsel Inc | 36,985 | $18.2M | 0.23% | +800+2.2% | Added |
| Curbstone Financial Management Corp | 36,316 | $17.8M | 3.29% | −153−0.4% | Reduced |
| Vestor Capital, LLC | 36,149 | $17.7M | 1.76% | −546−1.5% | Reduced |
| BDO Wealth Advisors, LLC | 35,920 | $17.6M | 1.88% | −66−0.2% | Reduced |
| Covington Capital Management | 35,752 | $17.5M | 0.63% | −1,679−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 39,898 | $17.4M | 1.33% | −272−0.7% | Reduced |