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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 531 | $260.0K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $261.0K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 532 | $261.0K | 0.06% | +12+2.3% | Added |
| Echo Wealth Management, LLC | 552 | $264.0K | 0.31% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 538 | $264.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 546 | $268.0K | 0.10% | −272−33.3% | Reduced |
| Resources Management Corp | 546 | $268.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $268.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 546 | $268.0K | 0.03% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 550 | $270.0K | 0.09% | −50−8.3% | Reduced |
| Norway Savings Bank | 550 | $270.0K | 0.12% | −20−3.5% | Reduced |
| Octavia Wealth Advisors, LLC | 551 | $271.0K | 0.06% | −4−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 552 | $271.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 554 | $271.7K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 555 | $273.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 557 | $273.0K | 0.03% | +557 | New |
| BKD Wealth Advisors, LLC | 558 | $274.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 561 | $275.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $275.0K | 0.15% | 00.0% | Unchanged |
| PFS Investments Inc. | 561 | $275.0K | 0.01% | +48+9.4% | Added |
| Aurora Private Wealth, Inc. | 564 | $277.0K | 0.11% | −75−11.7% | Reduced |
| Isthmus Partners, LLC | 565 | $277.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 565 | $277.1K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $279.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $280.0K | 0.05% | +305+114.7% | Added |
| Heritage Investment Group, Inc. | 575 | $282.0K | 0.20% | +100+21.1% | Added |
| Investment Partners, Ltd. | 577 | $283.0K | 0.12% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $283.0K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 579 | $284.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $285.0K | 0.15% | 00.0% | Unchanged |
| Security National Bank | 581 | $285.0K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 585 | $286.0K | 0.02% | +1+0.2% | Added |
| Platte River Wealth Advisors, LLC | 585 | $287.0K | 0.10% | 00.0% | Unchanged |
| Charter Trust Co | 588 | $288.0K | 0.03% | −168−22.2% | Reduced |
| Sandy Cove Advisors, LLC | 589 | $289.0K | 0.24% | +342+138.5% | Added |
| Kovack Advisors, Inc. | 591 | $289.0K | 0.03% | +591 | New |
| Ascent Group, LLC | 591 | $290.0K | 0.03% | −71−10.7% | Reduced |
| Glenview Trust Co | 595 | $292.0K | 0.01% | −210−26.1% | Reduced |
| Keeler Thomas Management LLC | 596 | $292.0K | 0.14% | −15−2.5% | Reduced |
| Trustcore Financial Services, LLC | 598 | $293.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $294.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $294.0K | 0.15% | 00.0% | Unchanged |
| Wintrust Investments LLC | 605 | $297.0K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 614 | $301.0K | 0.23% | −3−0.5% | Reduced |
| Ancora Advisors, LLC | 614 | $301.0K | 0.01% | +2+0.3% | Added |
| Bayesian Capital Management, LP | 616 | $302.0K | 0.05% | +616 | New |
| Laidlaw Wealth Management LLC | 617 | $303.0K | 0.05% | −65−9.5% | Reduced |
| Security Financial Services, INC. | 620 | $304.0K | 0.10% | −534−46.3% | Reduced |
| Signet Financial Management, LLC | 621 | $305.0K | 0.05% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 624 | $306.1K | 0.25% | −45−6.7% | Reduced |
| Hilltop Holdings Inc. | 626 | $307.0K | 0.03% | −38−5.7% | Reduced |
| Congress Asset Management Co | 629 | $308.0K | 0.00% | −127−16.8% | Reduced |
| Edgestream Partners, L.P. | 630 | $309.0K | 0.02% | −1,423−69.3% | Reduced |
| Etfidea, LLC | 631 | $309.5K | 0.13% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 635 | $311.0K | 0.12% | −54−7.8% | Reduced |
| Shaker Investments LLC | 635 | $312.0K | 0.16% | 00.0% | Unchanged |
| Mendel Money Management | 636 | $312.0K | 0.15% | +19+3.1% | Added |
| Prudential Financial Inc | 638 | $313.0K | 0.00% | +638 | New |
| Hall Kathryn A. | 645 | $315.0K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $316.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 647 | $318.0K | 0.07% | −65−9.1% | Reduced |
| Financial Partners Group, Inc | 648 | $318.0K | 0.07% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $319.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 650 | $319.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 655 | $321.0K | 0.06% | −20−3.0% | Reduced |
| WP Advisors, LLC | 657 | $322.0K | 0.13% | −18−2.7% | Reduced |
| Larson Financial Group LLC | 656 | $322.0K | 0.05% | −5−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 657 | $322.0K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 656 | $322.0K | 0.14% | +6+0.9% | Added |
| Saxon Interests, Inc. | 656 | $322.0K | 0.17% | +656 | New |
| Dohj, LLC | 659 | $323.0K | 0.16% | −163−19.8% | Reduced |
| Baldrige Asset Management LLC | 658 | $323.0K | 0.13% | −42−6.0% | Reduced |
| V Wealth Advisors LLC | 660 | $323.0K | 0.05% | +1+0.2% | Added |
| Bassett Hargrove Investment Counsel, LLC | 660 | $324.0K | 0.49% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $326.0K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 667 | $327.0K | 0.15% | +2+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 668 | $327.0K | 0.00% | +208+45.2% | Added |
| Paulson Wealth Management Inc. | 670 | $329.0K | 0.15% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 676 | $331.0K | 0.10% | −8−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 675 | $331.0K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 680 | $333.0K | 0.03% | −50−6.8% | Reduced |
| Sage Mountain Advisors LLC | 679 | $333.0K | 0.05% | +244+56.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 682 | $334.0K | 0.00% | −139−16.9% | Reduced |
| CRA Financial Services, LLC | 681 | $334.0K | 0.10% | +1+0.1% | Added |
| YHB Investment Advisors, Inc. | 680 | $334.0K | 0.03% | +20+3.0% | Added |
| Endurance Wealth Management, Inc. | 680 | $334.0K | 0.04% | +20+3.0% | Added |
| Redmont Wealth Advisors LLC | 685 | $336.0K | 0.36% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $339.0K | 0.04% | 00.0% | Unchanged |
| Zacks Investment Management | 693 | $340.0K | 0.00% | −4−0.6% | Reduced |
| Carret Asset Management, LLC | 694 | $340.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 697 | $342.0K | 0.02% | +127+22.3% | Added |
| Bensler, LLC | 699 | $342.8K | 0.07% | +699 | New |
| Spears Abacus Advisors LLC | 701 | $344.0K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $344.0K | 0.11% | +702 | New |
| Capital Group Private Client Services, Inc. | 703 | $345.0K | 0.00% | −5,138−88.0% | Reduced |
| Almanack Investment Partners, LLC. | 700 | $345.0K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 703 | $345.0K | 0.03% | +703 | New |
| TrinityPoint Wealth, LLC | 706 | $346.0K | 0.06% | −7−1.0% | Reduced |
| Optimum Investment Advisors | 705 | $346.0K | 0.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 706 | $346.0K | 0.00% | −27−3.7% | Reduced |