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
- −13 vs. Q4 2021
- Shares held
- 24.8M
- −1.28M (−4.9%) vs. Q4 2021
- Total value
- $12.2B
- −$1.32B (−9.8%) vs. Q4 2021
- New holders
- 71
- 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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 13,517 | $6.63M | 0.26% | −86−0.6% | Reduced |
| Smith Anglin Financial, LLC | 13,627 | $6.68M | 1.55% | +42+0.3% | Added |
| Bank of New Hampshire | 13,822 | $6.78M | 1.65% | −96−0.7% | Reduced |
| Retirement Income Solutions, Inc | 13,853 | $6.79M | 1.88% | −1,212−8.0% | Reduced |
| Community Bank, N.A. | 13,864 | $6.80M | 0.84% | −228−1.6% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $6.83M | 2.49% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 14,091 | $6.92M | 4.97% | −249−1.7% | Reduced |
| Private Advisor Group, LLC | 14,105 | $6.92M | 0.05% | +713+5.3% | Added |
| Legal & General Group Plc | 14,200 | $6.96M | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,206 | $6.98M | 4.19% | −443−3.0% | Reduced |
| Pacific Center for Financial Services | 14,833 | $7.28M | 2.60% | −216−1.4% | Reduced |
| Financial Sense Advisors, Inc. | 14,833 | $7.28M | 2.72% | +14,833 | New |
| Raymond James Trust N.A. | 14,918 | $7.32M | 0.23% | −357−2.3% | Reduced |
| Cetera Advisor Networks LLC | 15,019 | $7.37M | 0.09% | +297+2.0% | Added |
| Bokf, NA | 15,215 | $7.46M | 0.12% | −419−2.7% | Reduced |
| Palisade Asset Management, LLC | 15,280 | $7.49M | 0.86% | −46−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 15,404 | $7.55M | 0.65% | −250−1.6% | Reduced |
| Prospera Financial Services Inc | 15,454 | $7.58M | 0.32% | +41+0.3% | Added |
| Peddock Capital Advisors, LLC | 15,593 | $7.65M | 2.48% | +370+2.4% | Added |
| Glaxis Capital Management, LLC | 15,660 | $7.68M | 10.85% | +15,660 | New |
| Williams Jones Wealth Management, LLC. | 15,858 | $7.78M | 0.11% | −189−1.2% | Reduced |
| Central Bank & Trust Co | 15,874 | $7.79M | 1.24% | +1,340+9.2% | Added |
| Legacy Advisors, LLC | 15,881 | $7.79M | 1.51% | +8+0.1% | Added |
| Howard Capital Management Inc. | 15,996 | $7.85M | 1.80% | +2,750+20.8% | Added |
| Flow Traders U.S. LLC | 16,160 | $7.93M | 0.27% | +10,882+206.2% | Added |
| MUFG Americas Holdings Corp | 16,396 | $8.04M | 0.16% | −498−2.9% | Reduced |
| Bridgeworth, LLC | 16,468 | $8.08M | 1.86% | −482−2.8% | Reduced |
| Sun Life Financial INC | 16,698 | $8.19M | 0.38% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 16,858 | $8.27M | 4.07% | +2,547+17.8% | Added |
| Hummer Financial Advisory Services Inc | 17,173 | $8.44M | 7.61% | +100+0.6% | Added |
| KCM Investment Advisors LLC | 17,405 | $8.54M | 0.31% | −342−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 17,405 | $8.54M | 0.04% | +607+3.6% | Added |
| NBT Bank N A | 17,510 | $8.59M | 1.15% | −375−2.1% | Reduced |
| Kestra Advisory Services, LLC | 17,626 | $8.64M | 0.09% | −171−1.0% | Reduced |
| Sargent Bickham Lagudis LLC | 17,746 | $8.70M | 0.68% | −285−1.6% | Reduced |
| American International Group, Inc. | 18,000 | $8.83M | 0.05% | +4,300+31.4% | Added |
| KMG Fiduciary Partners, LLC | 18,059 | $8.86M | 1.42% | −1,872−9.4% | Reduced |
| Telemus Capital, LLC | 18,186 | $8.92M | 0.78% | −335−1.8% | Reduced |
| Parametric Portfolio Associates LLC | 18,457 | $9.05M | 0.00% | +87+0.5% | Added |
| Cerity Partners LLC | 19,378 | $9.06M | 0.14% | +7,153+58.5% | Added |
| Financial & Tax Architects, LLC | 18,919 | $9.28M | 3.50% | +17,039+906.3% | Added |
| Cetera Advisors LLC | 18,976 | $9.31M | 0.19% | +2,056+12.2% | Added |
| CIBC Private Wealth Group, LLC | 19,105 | $9.37M | 0.02% | +626+3.4% | Added |
| FMR LLC | 19,234 | $9.43M | 0.00% | +189+1.0% | Added |
| Grove Bank & Trust | 19,406 | $9.52M | 1.87% | −151−0.8% | Reduced |
| Cetera Investment Advisers | 19,980 | $9.80M | 0.14% | −11,625−36.8% | Reduced |
| Avantax Advisory Services, Inc. | 20,041 | $9.83M | 0.14% | −6,380−24.1% | Reduced |
| Lutz Financial Services LLC | 20,084 | $9.85M | 1.21% | −153−0.8% | Reduced |
| Terry L. Blaker | 20,145 | $9.88M | 0.81% | −212−1.0% | Reduced |
| Evercore Wealth Management, LLC | 20,363 | $9.99M | 0.18% | −130−0.6% | Reduced |
| jvl associates llc | 20,551 | $10.1M | 6.26% | +15+0.1% | Added |
| Comerica Bank | 20,727 | $10.2M | 0.07% | +1,724+9.1% | Added |
| HSBC Holdings PLC | 20,763 | $10.2M | 0.01% | −844−3.9% | Reduced |
| Old National Bancorp | 21,054 | $10.3M | 0.38% | −780−3.6% | Reduced |
| Mechanics Bank Trust Department | 21,067 | $10.3M | 1.60% | −155−0.7% | Reduced |
| Qube Research & Technologies Ltd | 21,071 | $10.3M | 0.09% | −15,724−42.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 21,166 | $10.4M | 5.60% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $10.4M | 2.32% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,241 | $10.4M | 0.07% | +402+1.9% | Added |
| Linker Capital Management Inc. | 21,300 | $10.4M | 10.39% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 21,300 | $10.4M | 2.86% | +162+0.8% | Added |
| Capstone Financial Advisors, Inc. | 21,728 | $10.7M | 0.77% | −512−2.3% | Reduced |
| Janney Montgomery Scott LLC | 22,730 | $11.1M | 0.05% | −2,393−9.5% | Reduced |
| Glenmede Trust Co NA | 23,271 | $11.4M | 0.06% | −213−0.9% | Reduced |
| Commerce Bank | 23,275 | $11.4M | 0.08% | −905−3.7% | Reduced |
| Boston Family Office LLC | 23,458 | $11.5M | 0.82% | −4,104−14.9% | Reduced |
| Youngs Advisory Group, Inc. | 24,231 | $11.9M | 6.86% | +50+0.2% | Added |
| Exchange Capital Management, Inc. | 24,395 | $12.0M | 2.24% | +49+0.2% | Added |
| Tiaa, FSB | 24,608 | $12.1M | 0.04% | −704−2.8% | Reduced |
| Massmutual Trust Co FSB | 24,697 | $12.1M | 0.46% | +2,256+10.1% | Added |
| M&T Bank Corp | 24,775 | $12.2M | 0.05% | −649−2.6% | Reduced |
| Corsicana & Co. | 25,060 | $12.3M | 7.96% | −401−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 25,092 | $12.3M | 0.39% | +2,110+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,306 | $12.4M | 0.06% | −1,717−6.4% | Reduced |
| First Financial Bank - Trust Division | 25,380 | $12.4M | 1.32% | +184+0.7% | Added |
| MCF Advisors LLC | 26,278 | $12.9M | 1.21% | +26,278 | New |
| Caldwell Trust Co | 26,387 | $12.9M | 1.54% | −450−1.7% | Reduced |
| RMB Capital Management, LLC | 26,775 | $13.1M | 0.42% | −548−2.0% | Reduced |
| Linscomb & Williams, Inc. | 27,251 | $13.4M | 0.64% | −163−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 27,729 | $13.6M | 0.58% | −2,608−8.6% | Reduced |
| Green Square Capital Advisors LLC | 28,627 | $14.0M | 2.20% | +1,850+6.9% | Added |
| Madison Asset Management, LLC | 29,074 | $14.3M | 0.20% | +13,312+84.5% | Added |
| IFG Advisors, LLC | 29,226 | $14.3M | 6.33% | +1,161+4.1% | Added |
| Country Club Bank | 29,576 | $14.7M | 1.28% | +29,576 | New |
| Frontier Wealth Management LLC | 31,400 | $14.9M | 0.19% | −294−0.9% | Reduced |
| Squarepoint Ops LLC | 30,830 | $15.1M | 0.11% | −21,165−40.7% | Reduced |
| People's United Financial, Inc. | 30,836 | $15.1M | 0.43% | −2,266−6.8% | Reduced |
| Estate Counselors, LLC | 30,957 | $15.2M | 1.97% | +16,900+120.2% | Added |
| Buckingham Strategic Wealth, LLC | 31,228 | $15.3M | 0.30% | +1,203+4.0% | Added |
| Trustmark National Bank Trust Department | 31,608 | $15.5M | 1.23% | −54−0.2% | Reduced |
| Huntington National Bank | – | $15.6M | 0.14% | – | – |
| Financial Partners Capital Management LLC | 32,146 | $15.8M | 2.93% | +523+1.7% | Added |
| Viridian Ria, LLC | 0 | $15.9M | 3.70% | −34,285−100.0% | Reduced |
| Simmons Bank | 33,129 | $16.2M | 1.22% | −3,105−8.6% | Reduced |
| Financial Engines Advisors L.L.C. | 33,053 | $16.2M | 0.04% | +32,213+3,834.9% | Added |
| Dakota Wealth Management | 33,600 | $16.5M | 1.35% | −98−0.3% | Reduced |
| Citadel Advisors LLC | 33,941 | $16.6M | 0.02% | −7,580−18.3% | Reduced |
| Hancock Whitney Corp | 34,675 | $17.0M | 0.58% | −1,320−3.7% | Reduced |
| Camden Capital, LLC | 35,123 | $17.2M | 3.72% | −70.0% | Reduced |
| Bessemer Group Inc | 35,401 | $17.4M | 0.04% | −2,065−5.5% | Reduced |