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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 39,898 | $17.4M | 1.33% | −272−0.7% | Reduced |
| Covington Capital Management | 35,752 | $17.5M | 0.63% | −1,679−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 35,920 | $17.6M | 1.88% | −66−0.2% | Reduced |
| Vestor Capital, LLC | 36,149 | $17.7M | 1.76% | −546−1.5% | Reduced |
| Curbstone Financial Management Corp | 36,316 | $17.8M | 3.29% | −153−0.4% | Reduced |
| Johnson Investment Counsel Inc | 36,985 | $18.2M | 0.23% | +800+2.2% | Added |
| Carnegie Capital Asset Management, LLC | 37,293 | $18.3M | 0.67% | −550−1.5% | Reduced |
| LCM Capital Management Inc | 37,348 | $18.3M | 14.77% | +178+0.5% | Added |
| 1st Source Bank | 38,005 | $18.6M | 1.15% | +299+0.8% | Added |
| Prio Wealth Limited Partnership | 39,310 | $19.3M | 0.64% | −580−1.5% | Reduced |
| Boston Private Wealth LLC | 39,420 | $19.3M | 0.26% | +21,468+119.6% | Added |
| Granite Bay Wealth Management, LLC | 39,546 | $19.4M | 15.72% | +15,797+66.5% | Added |
| Pachira Investments Inc. | 39,580 | $19.4M | 15.01% | −7,360−15.7% | Reduced |
| Wellspring Financial Advisors, LLC | 39,610 | $19.4M | 5.73% | −6,499−14.1% | Reduced |
| Oldfather Financial Services, LLC | 44,521 | $20.9M | 11.33% | +1,400+3.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43,342 | $21.3M | 3.85% | +1,493+3.6% | Added |
| Klingman & Associates, LLC | 44,927 | $22.0M | 1.87% | +348+0.8% | Added |
| Cypress Capital, LLC | 45,345 | $22.2M | 2.73% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,517 | $22.4M | 0.14% | +3,205+7.6% | Added |
| Stifel Financial Corp | 46,132 | $22.6M | 0.03% | −4,063−8.1% | Reduced |
| Retirement Systems of Alabama | 46,421 | $22.8M | 0.08% | +131+0.3% | Added |
| Clearstead Advisors, LLC | 48,589 | $23.8M | 1.62% | −210−0.4% | Reduced |
| Financial Advisory Group | 48,669 | $23.9M | 4.64% | −572−1.2% | Reduced |
| Cumberland Advisors Inc | 49,855 | $24.5M | 5.67% | +2,615+5.5% | Added |
| Jump Financial, LLC | 52,932 | $26.0M | 1.11% | +52,932 | New |
| Ascent Wealth Partners, LLC | 53,233 | $26.1M | 4.88% | +1,411+2.7% | Added |
| HRT Financial LP | 53,671 | $26.3M | 0.19% | +53,671 | New |
| Advisor Group Holdings, Inc. | 61,079 | $26.9M | 0.05% | −1,461−2.3% | Reduced |
| Bartlett & Co. LLC | 55,215 | $27.1M | 0.47% | −200.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,215 | $27.1M | 0.47% | −200.0% | Reduced |
| Victory Capital Management Inc | 60,933 | $27.8M | 0.03% | −1,825−2.9% | Reduced |
| Corient Capital Partners, LLC | 56,769 | $27.8M | 1.84% | +810+1.4% | Added |
| Smith, Moore & Co. | 57,414 | $28.2M | 3.84% | +425+0.7% | Added |
| Conning Inc. | 58,223 | $28.6M | 0.78% | −3,585−5.8% | Reduced |
| Moreno Evelyn V | 58,370 | $28.6M | 5.80% | −1,105−1.9% | Reduced |
| Susquehanna International Group, LLP | 59,169 | $29.0M | 0.04% | −44,558−43.0% | Reduced |
| Heritage Investors Management Corp | 59,552 | $29.2M | 1.17% | −556−0.9% | Reduced |
| Gofen & Glossberg LLC | 60,499 | $29.7M | 0.68% | −43−0.1% | Reduced |
| Baird Financial Group, Inc. | 60,647 | $29.7M | 0.07% | +76+0.1% | Added |
| Waldron Private Wealth LLC | 63,960 | $31.4M | 1.61% | −963−1.5% | Reduced |
| Pittenger & Anderson Inc | 66,798 | $32.8M | 1.61% | +2,570+4.0% | Added |
| BlackRock Inc. | 67,337 | $33.0M | 0.00% | +33,318+97.9% | Added |
| Whittier Trust Co of Nevada Inc | 67,504 | $33.1M | 1.20% | −259−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 68,430 | $33.6M | 0.66% | −471−0.7% | Reduced |
| Pinnacle Associates Ltd | 69,633 | $34.2M | 0.60% | −1,446−2.0% | Reduced |
| Envestnet Asset Management Inc | 70,914 | $34.8M | 0.02% | +570+0.8% | Added |
| Blair William & Co | 73,053 | $35.8M | 0.13% | +6,482+9.7% | Added |
| Citizens Financial Group Inc | 73,732 | $36.2M | 1.26% | −1,045−1.4% | Reduced |
| Financial Counselors Inc | 74,445 | $36.5M | 0.76% | −219−0.3% | Reduced |
| Henshaw Capital LLC | 75,150 | $36.9M | 2.16% | 00.0% | Unchanged |
| Hyman Charles D | 75,522 | $37.0M | 2.34% | −116−0.2% | Reduced |
| First Hawaiian Bank | 80,384 | $39.4M | 1.22% | −2,376−2.9% | Reduced |
| Mariner, LLC | 83,437 | $40.9M | 0.15% | +1,079+1.3% | Added |
| Portland Global Advisors LLC | 86,783 | $42.6M | 7.29% | −857−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 87,399 | $42.9M | 0.10% | −10,057−10.3% | Reduced |
| Barclays PLC | 94,662 | $46.5M | 0.04% | −108,391−53.4% | Reduced |
| Washington Trust Co | 94,908 | $46.5M | 1.84% | +3,647+4.0% | Added |
| Credit Suisse AG | 95,114 | $46.7M | 0.04% | −11,922−11.1% | Reduced |
| Truist Financial Corp | 99,385 | $48.7M | 0.08% | +841+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 100,920 | $49.5M | 0.09% | −11,928−10.6% | Reduced |
| Hills Bank & Trust Co | 104,057 | $51.0M | 7.27% | +1,463+1.4% | Added |
| MetLife Investment Management | 104,300 | $51.2M | 0.33% | +69,500+199.7% | Added |
| State Street Corp | 105,372 | $51.7M | 0.00% | −1,670−1.6% | Reduced |
| Sandy Spring Bank | 106,926 | $52.4M | 2.66% | −1,534−1.4% | Reduced |
| JPMorgan Chase & Co | 108,915 | $53.4M | 0.01% | +8,637+8.6% | Added |
| Eaton Vance Management | 111,248 | $54.6M | 0.06% | +597+0.5% | Added |
| Ameriprise Financial Inc | 112,126 | $55.0M | 0.02% | −25,314−18.4% | Reduced |
| Montag A & Associates Inc | 115,658 | $56.7M | 3.01% | −1,591−1.4% | Reduced |
| Waddell & Associates, LLC | 131,085 | $64.3M | 10.32% | +2,552+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 131,965 | $64.7M | 0.10% | +8,984+7.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 134,207 | $65.9M | 0.18% | −184,508−57.9% | Reduced |
| HighTower Advisors, LLC | 137,797 | $67.6M | 0.15% | −2,996−2.1% | Reduced |
| Brown Advisory Inc | 137,791 | $67.6M | 0.10% | −2,252−1.6% | Reduced |
| FineMark National Bank & Trust | 138,549 | $68.0M | 2.71% | +4,978+3.7% | Added |
| Creative Planning | 139,959 | $68.6M | 0.11% | +15,295+12.3% | Added |
| Welch & Forbes LLC | 157,298 | $77.1M | 1.22% | +3,079+2.0% | Added |
| LPL Financial LLC | 160,422 | $78.7M | 0.07% | −11,345−6.6% | Reduced |
| Whittier Trust Co | 160,917 | $78.9M | 1.33% | −2,894−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 196,961 | $96.6M | 0.19% | −21,668−9.9% | Reduced |
| Canada Pension Plan Investment Board | 200,000 | $98.1M | 0.13% | +200,000 | New |
| MAI Capital Management | 201,956 | $99.0M | 1.69% | +5,889+3.0% | Added |
| Citigroup Inc | 212,477 | $104.2M | 0.11% | −92,408−30.3% | Reduced |
| Bank of New York Mellon Corp | 225,829 | $110.8M | 0.02% | +12,600+5.9% | Added |
| First Republic Investment Management, Inc. | 232,825 | $114.2M | 0.25% | −836−0.4% | Reduced |
| Conservest Capital Advisors, Inc. | 234,622 | $115.1M | 12.75% | +6,551+2.9% | Added |
| Arvest Trust Co N A | 295,144 | $144.8M | 8.05% | −3,206−1.1% | Reduced |
| Royal Bank of Canada | 298,732 | $146.5M | 0.04% | −59,426−16.6% | Reduced |
| Alliancebernstein L.P. | 303,268 | $148.7M | 0.06% | −275,588−47.6% | Reduced |
| Raymond James & Associates | 353,819 | $173.5M | 0.15% | −67,868−16.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 380,000 | $186.4M | 0.67% | −75,000−16.5% | Reduced |
| Bank of Montreal | 425,508 | $215.0M | 0.12% | −8,329−1.9% | Reduced |
| UBS Group AG | 677,811 | $332.4M | 0.14% | −79,105−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 850,959 | $417.4M | 0.37% | −142,605−14.4% | Reduced |
| Veritable, L.P. | 1,010,589 | $495.6M | 7.62% | −6,888−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,056,555 | $518.2M | 0.13% | −1,400−0.1% | Reduced |
| US Bancorp | 1,118,166 | $548.4M | 0.91% | −31,993−2.8% | Reduced |
| Morgan Stanley | 1,119,218 | $548.9M | 0.07% | +67,358+6.4% | Added |
| Northern Trust Corp | 1,273,031 | $624.4M | 0.11% | −7,762−0.6% | Reduced |
| Wells Fargo & Company | 1,659,294 | $813.8M | 0.21% | −58,389−3.4% | Reduced |
| Bank of America Corp | 2,213,702 | $1.09B | 0.11% | +65,201+3.0% | Added |