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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 1 | $636 | 0.51% | −1,296−99.9% | Reduced |
| JCIC Asset Management Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| AllSquare Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13 | $6.00K | 0.00% | +7+116.7% | Added |
| Stonebridge Capital Advisors LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $9.32K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $10.0K | 0.00% | −13−39.4% | Reduced |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $10.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 22 | $10.8K | 0.00% | +22 | New |
| Arrow Financial Corp | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 25 | $12.0K | 0.01% | +25 | New |
| IAG Wealth Partners, LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $15.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 35 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $17.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 38 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $19.8K | 0.01% | +24+150.0% | Added |
| TFC Financial Management | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 46 | $22.0K | 0.01% | −23,767−99.8% | Reduced |
| Gradient Investments LLC | 44 | $22.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 51 | $25.0K | 0.02% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 50 | $25.0K | 0.02% | +50 | New |
| Evolution Advisers, Inc. | 54 | $26.0K | 0.02% | +54 | New |
| Piscataqua Savings Bank | 56 | $27.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $27.0K | 0.00% | +55 | New |
| Norwood Financial Corp | 57 | $28.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 60 | $29.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $30.0K | 0.01% | +20+48.8% | Added |
| Brown, Lisle/Cummings, Inc. | 68 | $33.4K | 0.02% | −15−18.1% | Reduced |
| CoreFirst Bank & Trust | 70 | $34.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 71 | $35.0K | 0.00% | +50+238.1% | Added |
| Aaron Wealth Advisors | 18,146 | $37.0K | 0.00% | +18,146 | New |
| Assetmark, Inc | 77 | $38.0K | 0.00% | −29−27.4% | Reduced |
| HC Financial Advisors Inc | 78 | $38.0K | 0.02% | +1+1.3% | Added |
| Bollard Group LLC | 80 | $39.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $42.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 85 | $42.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $42.0K | 0.01% | +61+254.2% | Added |
| Asset Dedication, LLC | 87 | $43.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $44.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $46.0K | 0.00% | −228−71.0% | Reduced |
| Clean Yield Group | 100 | $49.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $49.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $49.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 100 | $49.0K | 0.02% | +100 | New |
| Islay Capital Management, LLC | 101 | $50.0K | 0.04% | +41+68.3% | Added |
| First National Bank of South Miami | 106 | $52.0K | 0.03% | −3−2.8% | Reduced |
| Toronto Dominion Bank | 106 | $52.0K | 0.00% | +106 | New |
| America First Investment Advisors, LLC | 110 | $54.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 112 | $55.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $56.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 119 | $59.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $61.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 125 | $61.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 127 | $62.0K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $65.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 143 | $70.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $73.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $74.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $74.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 162 | $79.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $84.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $86.8K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 186 | $91.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 185 | $91.0K | 0.03% | +185 | New |
| Proequities, Inc. | 195 | $96.0K | 0.01% | −236−54.8% | Reduced |
| Cutler Group LP | 200 | $98.0K | 0.01% | −3,400−94.4% | Reduced |
| Field & Main Bank | 200 | $98.0K | 0.06% | −800−80.0% | Reduced |
| Gables Capital Management Inc. | 200 | $98.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $98.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 199 | $98.0K | 0.02% | −1−0.5% | Reduced |
| PFG Private Wealth Management, LLC | 199 | $98.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 211 | $103.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $104.0K | 0.02% | +210 | New |
| Graves-Light Private Wealth Management, Inc. | 215 | $105.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 216 | $106.0K | 0.05% | +216 | New |
| Tortoise Investment Management, LLC | 220 | $108.0K | 0.02% | +100+83.3% | Added |
| Bivin & Associates, Inc. | 222 | $109.0K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $113.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $116.0K | 0.00% | +39+19.8% | Added |
| Contravisory Investment Management, Inc. | 247 | $121.0K | 0.03% | +3+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 248 | $122.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $123.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 250 | $123.0K | 0.07% | +250 | New |