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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 258 | $127.0K | 0.05% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 262 | $128.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 300 | $147.0K | 0.00% | +300 | New |
| Tilia Fiduciary Partners, Inc. | 313 | $154.0K | 0.13% | −16−4.9% | Reduced |
| Winch Advisory Services, LLC | 319 | $156.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 325 | $159.0K | 0.02% | +325 | New |
| Cascade Investment Advisors, Inc. | 330 | $161.8K | 0.10% | +130+65.0% | Added |
| Tyler-Stone Wealth Management | 335 | $164.0K | 0.09% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $172.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 367 | $180.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 381 | $187.0K | 0.10% | +102+36.6% | Added |
| Icapital Wealth LLC | 400 | $190.8K | 0.08% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 409 | $200.0K | 0.07% | +409 | New |
| Bar Harbor Trust Services | 409 | $201.0K | 0.06% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 410 | $201.0K | 0.03% | 00.0% | Unchanged |
| Epiq Partners, LLC | 410 | $201.0K | 0.11% | 00.0% | Unchanged |
| Mark Stevens | 414 | $203.0K | 0.02% | −15−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 426 | $203.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 414 | $203.0K | 0.10% | 00.0% | Unchanged |
| Financial Insights, Inc. | 414 | $203.0K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 415 | $204.0K | 0.01% | −89−17.7% | Reduced |
| Burney Co | 415 | $204.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 416 | $204.0K | 0.01% | 00.0% | Unchanged |
| Ferris Capital, LLC | 415 | $204.0K | 0.05% | +415 | New |
| First Foundation Advisors | 419 | $205.0K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 421 | $206.0K | 0.08% | −318−43.0% | Reduced |
| Intrua Financial, LLC | 421 | $206.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 420 | $206.0K | 0.12% | 00.0% | Unchanged |
| Brookmont Capital Management | 420 | $206.0K | 0.12% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 422 | $207.0K | 0.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 449 | $208.0K | 0.01% | −15−3.2% | Reduced |
| Meritage Portfolio Management | 425 | $208.0K | 0.01% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 425 | $208.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 425 | $208.0K | 0.00% | 00.0% | Unchanged |
| Mason & Associates Inc | 425 | $208.0K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $208.4K | 0.02% | 00.0% | Unchanged |
| ACG Wealth | 430 | $211.0K | 0.04% | −244−36.2% | Reduced |
| Van Strum & Towne Inc. | 430 | $211.0K | 0.08% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 432 | $212.0K | 0.12% | −293−40.4% | Reduced |
| Cordatus Wealth Management LLC | 433 | $212.0K | 0.07% | +23+5.6% | Added |
| Personal Capital Advisors Corp | 435 | $213.0K | 0.00% | −253−36.8% | Reduced |
| J. W. Coons Advisors, LLC | 437 | $214.0K | 0.06% | +437 | New |
| Pictet & Cie (Europe) SA | 439 | $215.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 439 | $215.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 438 | $215.0K | 0.07% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $217.0K | 0.25% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 444 | $218.0K | 0.02% | −319−41.8% | Reduced |
| Cowa, LLC | 440 | $218.0K | 0.11% | −180−29.0% | Reduced |
| Cohen Lawrence B | 444 | $218.0K | 0.13% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 449 | $220.0K | 0.02% | −15−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 449 | $220.0K | 0.05% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 448 | $220.0K | 0.09% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 450 | $221.0K | 0.06% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $221.0K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 452 | $222.0K | 0.04% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 452 | $222.0K | 0.16% | +1+0.2% | Added |
| Vickerman Investment Advisors, Inc. | 493 | $223.0K | 0.10% | −71−12.6% | Reduced |
| Pioneer Trust Bank N A | 457 | $224.0K | 0.06% | −2−0.4% | Reduced |
| Bangor Savings Bank | 457 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 459 | $225.0K | 0.02% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $226.0K | 0.23% | 00.0% | Unchanged |
| Rise Advisors, LLC | 461 | $226.0K | 0.20% | +35+8.2% | Added |
| Harbor Investment Advisory, LLC | 462 | $227.0K | 0.03% | −2−0.4% | Reduced |
| Tranquility Partners, LLC | 467 | $229.0K | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 466 | $229.0K | 0.01% | +20+4.5% | Added |
| Rodgers & Associates, LTD | 470 | $231.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 475 | $233.0K | 0.02% | −209−30.6% | Reduced |
| IHT Wealth Management, LLC | 478 | $234.0K | 0.02% | −4−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 478 | $234.0K | 0.00% | +478 | New |
| Wambolt & Associates, LLC | 476 | $235.0K | 0.09% | −119−20.0% | Reduced |
| Pathstone Family Office, LLC | 482 | $236.0K | 0.01% | +45+10.3% | Added |
| Integrated Wealth Concepts LLC | 484 | $237.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 484 | $237.0K | 0.09% | +16+3.4% | Added |
| Gryphon Financial Partners LLC | 484 | $237.0K | 0.05% | +18+3.9% | Added |
| Grant/GrossMendelsohn, LLC | 486 | $237.0K | 0.12% | +486 | New |
| Stock Yards Bank & Trust Co | 486 | $238.0K | 0.01% | −75−13.4% | Reduced |
| Coldstream Capital Management Inc | 488 | $239.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 491 | $241.0K | 0.02% | +1+0.2% | Added |
| Mather Group, LLC. | 493 | $242.0K | 0.00% | −23−4.5% | Reduced |
| Concentric Wealth Management, LLC | 494 | $242.0K | 0.07% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $242.0K | 0.05% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $243.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $243.0K | 0.21% | 00.0% | Unchanged |
| Asset Planning Corporation | 500 | $245.0K | 0.21% | −197−28.3% | Reduced |
| Hanson & Doremus Investment Management | 500 | $245.0K | 0.05% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $245.0K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $245.0K | 0.06% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $245.0K | 0.06% | +500 | New |
| World Equity Group, Inc. | 501 | $245.7K | 0.05% | +501 | New |
| Brinker Capital Investments, LLC | 505 | $248.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 505 | $248.0K | 0.01% | +445+741.7% | Added |
| KWMG, LLC | 508 | $249.0K | 0.03% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 508 | $249.0K | 0.07% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 510 | $250.0K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 512 | $250.0K | 0.08% | +106+26.1% | Added |
| 3EDGE Asset Management, LP | 514 | $252.0K | 0.02% | −681−57.0% | Reduced |
| Parkside Financial Bank & Trust | 515 | $253.0K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $256.0K | 0.05% | −15−2.8% | Reduced |
| Burt Wealth Advisors | 525 | $257.0K | 0.08% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $258.0K | 0.08% | 00.0% | Unchanged |