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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 710 | $348.0K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 723 | $348.0K | 0.23% | +723 | New |
| Donaldson Capital Management, LLC | 712 | $349.0K | 0.02% | −187−20.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 712 | $349.0K | 0.20% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $349.0K | 0.29% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 712 | $349.0K | 0.03% | −10−1.4% | Reduced |
| Novare Capital Management LLC | 722 | $354.0K | 0.04% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 726 | $356.0K | 0.24% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $356.0K | 0.17% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 727 | $357.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 728 | $357.0K | 0.03% | +153+26.6% | Added |
| Private Capital Management LLC | 738 | $362.0K | 0.11% | +1+0.1% | Added |
| Paradigm Financial Partners, LLC | 760 | $363.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 740 | $363.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $363.0K | 0.22% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 746 | $366.0K | 0.22% | 00.0% | Unchanged |
| 55I, LLC | 749 | $367.0K | 0.01% | −484−39.3% | Reduced |
| Patton Albertson Miller Group, LLC | 748 | $367.0K | 0.06% | +270+56.5% | Added |
| Hoese & Co LLP | 750 | $368.0K | 0.38% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $371.0K | 0.09% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 815 | $372.0K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 815 | $372.0K | 0.03% | +815 | New |
| S.A. Mason LLC | 760 | $373.0K | 0.23% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 765 | $375.6K | 0.04% | +5+0.7% | Added |
| Janney Capital Management LLC | 767 | $376.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 768 | $377.0K | 0.14% | −331−30.1% | Reduced |
| ICW Investment Advisors LLC | 768 | $377.0K | 0.22% | +2+0.3% | Added |
| Enterprise Financial Services Corp | 770 | $378.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 772 | $379.0K | 0.05% | −25−3.1% | Reduced |
| Money Concepts Capital Corp | 775 | $380.0K | 0.02% | +775 | New |
| Adviser Investments LLC | 778 | $382.0K | 0.02% | −15−1.9% | Reduced |
| Retirement Planning Group | 779 | $382.0K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $383.0K | 0.15% | −17,083−95.6% | Reduced |
| South State Corp. | 781 | $383.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $383.0K | 0.06% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $383.0K | 0.26% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 784 | $384.0K | 0.21% | +1+0.1% | Added |
| Price T Rowe Associates Inc | 800 | $392.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $392.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $392.0K | 0.02% | 00.0% | Unchanged |
| Ghe, LLC | 800 | $392.0K | 0.33% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 801 | $393.0K | 0.14% | −2,733−77.3% | Reduced |
| LS Investment Advisors, LLC | 801 | $393.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $393.0K | 0.16% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 808 | $396.0K | 0.11% | −63−7.2% | Reduced |
| Capital Investment Advisory Services, LLC | 813 | $399.0K | 0.04% | +3+0.4% | Added |
| REDW Wealth LLC | 815 | $400.0K | 0.12% | −59−6.8% | Reduced |
| Citizens Business Bank | 815 | $400.0K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $401.0K | 0.21% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 824 | $404.0K | 0.09% | −3−0.4% | Reduced |
| Kingfisher Capital LLC | 828 | $406.0K | 0.10% | +2+0.2% | Added |
| Howard Capital Management Group, LLC | 830 | $407.0K | 0.04% | +80+10.7% | Added |
| First National Trust Co | 829 | $407.0K | 0.02% | +200+31.8% | Added |
| Berkeley, Inc | 831 | $407.6K | 0.28% | 00.0% | Unchanged |
| WBH Advisory Inc | 871 | $408.0K | 0.05% | −94−9.7% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $410.0K | 0.10% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 835 | $410.0K | 0.03% | +50+6.4% | Added |
| Cardiff Park Advisors, LLC | 839 | $411.0K | 0.06% | +1+0.1% | Added |
| Aldebaran Financial Inc. | 846 | $415.0K | 0.34% | −30−3.4% | Reduced |
| Titleist Asset Management, Ltd. | 849 | $416.0K | 0.09% | −430−33.6% | Reduced |
| Ayrshire Capital Management LLC | 849 | $416.0K | 0.25% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $416.0K | 0.26% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 855 | $419.0K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 868 | $425.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 868 | $426.0K | 0.01% | −45−4.9% | Reduced |
| Peterson Wealth Management | 871 | $427.0K | 0.29% | −484−35.7% | Reduced |
| Clarus Wealth Advisors | 899 | $427.0K | 0.27% | +33+3.8% | Added |
| First Pacific Financial | 873 | $428.0K | 0.22% | −44−4.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $429.0K | 0.03% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 881 | $432.0K | 0.19% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 885 | $434.0K | 0.15% | +885 | New |
| Brighton Jones LLC | 895 | $439.0K | 0.02% | +2+0.2% | Added |
| United Community Bank | 898 | $440.4K | 0.44% | −10−1.1% | Reduced |
| Hamilton Capital, LLC | 900 | $442.0K | 0.03% | −36−3.8% | Reduced |
| Benin Management CORP | 900 | $442.0K | 0.14% | +900 | New |
| Ardent Capital Management, Inc. | 910 | $446.0K | 0.30% | 00.0% | Unchanged |
| White Pine Investment CO | 913 | $448.0K | 0.15% | +913 | New |
| SevenBridge Financial Group, LLC | 917 | $450.0K | 0.16% | −300−24.7% | Reduced |
| Trillium Asset Management, LLC | 920 | $451.0K | 0.01% | −186−16.8% | Reduced |
| Vigilant Capital Management, LLC | 919 | $451.0K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 926 | $454.2K | 0.10% | +926 | New |
| Merriman Wealth Management, LLC | 929 | $456.0K | 0.04% | −3,400−78.5% | Reduced |
| GYL Financial Synergies, LLC | 937 | $459.0K | 0.11% | −416−30.7% | Reduced |
| Fiera Capital Corp | 938 | $460.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 940 | $461.0K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 944 | $463.0K | 0.12% | −337−26.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 943 | $464.0K | 0.04% | −410−30.3% | Reduced |
| Fulcrum Equity Management | 950 | $466.0K | 0.28% | +950 | New |
| Lakeview Capital Partners, LLC | 957 | $469.0K | 0.24% | 00.0% | Unchanged |
| HYA Advisors, Inc | 956 | $469.0K | 0.16% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 959 | $470.0K | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 959 | $470.0K | 0.02% | +453+89.5% | Added |
| Golden State Wealth Management, LLC | 963 | $472.0K | 0.09% | −212−18.0% | Reduced |
| Financial Advisory Corp | 966 | $474.0K | 0.25% | −10−1.0% | Reduced |
| Capital Investment Advisors, LLC | 967 | $474.0K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 966 | $474.0K | 0.00% | +107+12.5% | Added |
| Great Valley Advisor Group, Inc. | 958 | $478.0K | 0.03% | +1+0.1% | Added |
| Maxele Advisors, LLC | 975 | $478.2K | 0.59% | −25−2.5% | Reduced |
| Cortland Associates Inc | 978 | $480.0K | 0.06% | −73−6.9% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $487.0K | 0.27% | 00.0% | Unchanged |