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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 994 | $488.0K | 0.09% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,000 | $490.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $490.0K | 0.11% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,002 | $491.0K | 0.16% | −75−7.0% | Reduced |
| Canal Capital Management, LLC | 1,003 | $492.0K | 0.13% | +3+0.3% | Added |
| Missouri Trust & Investment Co | 1,008 | $494.0K | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 955 | $494.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,009 | $498.2K | 0.08% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,020 | $500.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,024 | $502.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,035 | $508.0K | 0.04% | −38−3.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,038 | $509.0K | 0.11% | −773−42.7% | Reduced |
| Financial Advisory Service, Inc. | 1,044 | $512.0K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,047 | $514.0K | 0.16% | −120−10.3% | Reduced |
| ProVise Management Group, LLC | 1,052 | $516.0K | 0.05% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,066 | $523.0K | 0.11% | −50−4.5% | Reduced |
| Boothbay Fund Management, LLC | 1,067 | $523.0K | 0.02% | +489+84.6% | Added |
| JNBA Financial Advisors | 1,077 | $528.0K | 0.07% | −98−8.3% | Reduced |
| Koss-Olinger Consulting, LLC | 1,079 | $529.0K | 0.09% | +407+60.6% | Added |
| Progressive Investment Management Corp | 1,080 | $530.0K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,080 | $530.0K | 0.03% | +11+1.0% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $537.0K | 0.03% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,115 | $547.0K | 0.28% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,115 | $548.0K | 0.15% | +540+93.9% | Added |
| Pacific Sun Financial Corp | 1,130 | $554.0K | 0.30% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,136 | $557.0K | 0.02% | −415−26.8% | Reduced |
| Kanawha Capital Management LLC | 1,145 | $562.0K | 0.05% | −20−1.7% | Reduced |
| WealthShield Partners, LLC | 1,145 | $563.0K | 0.09% | −975−46.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,150 | $564.0K | 0.03% | +1,150 | New |
| Triumph Capital Management | 1,153 | $565.0K | 0.24% | −4,396−79.2% | Reduced |
| Evoke Wealth, LLC | 1,150 | $567.0K | 0.02% | +1+0.1% | Added |
| High Probability Advisors, LLC | 1,154 | $568.4K | 0.19% | +62+5.7% | Added |
| Encompass Wealth Advisors, LLC | 1,160 | $569.0K | 0.14% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $572.0K | 0.15% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,167 | $572.0K | 0.03% | +32+2.8% | Added |
| Altium Wealth Management LLC | 1,196 | $587.0K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,206 | $591.0K | 0.03% | +100+9.0% | Added |
| Diversified Trust Co | 1,207 | $592.0K | 0.02% | +187+18.3% | Added |
| Bragg Financial Advisors, Inc | 1,211 | $594.0K | 0.03% | +59+5.1% | Added |
| Nicollet Investment Management, Inc. | 1,213 | $595.0K | 0.26% | −40−3.2% | Reduced |
| Neuberger Berman Group LLC | 1,223 | $600.0K | 0.00% | −101−7.6% | Reduced |
| Private Ocean, LLC | 1,235 | $606.0K | 0.08% | −6−0.5% | Reduced |
| American Trust | 1,241 | $608.0K | 0.04% | +688+124.4% | Added |
| Essex Financial Services, Inc. | 1,242 | $609.0K | 0.06% | −20−1.6% | Reduced |
| Miramar Capital, LLC | 1,246 | $611.0K | 0.17% | +753+152.7% | Added |
| Pitcairn Co | 1,246 | $611.0K | 0.05% | +1,246 | New |
| Advisors Capital Management, LLC | 1,247 | $612.0K | 0.02% | −480−27.8% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $613.0K | 0.22% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,266 | $621.0K | 0.18% | −20−1.6% | Reduced |
| Steel Peak Wealth Management LLC | 1,269 | $622.0K | 0.04% | +102+8.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,276 | $626.0K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,281 | $628.0K | 0.01% | −60−4.5% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,285 | $630.0K | 0.18% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,294 | $635.0K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,299 | $637.0K | 0.14% | +2+0.2% | Added |
| Aj Wealth Strategies, LLC | 1,307 | $641.0K | 0.03% | +828+172.9% | Added |
| Long Road Investment Counsel, LLC | 1,315 | $645.0K | 0.29% | +170+14.8% | Added |
| Sequoia Financial Advisors, LLC | 1,319 | $647.0K | 0.02% | −169−11.4% | Reduced |
| Pinnacle Private Wealth, LLC | 1,327 | $651.0K | 0.20% | +5+0.4% | Added |
| Kaydan Wealth Management, Inc. | 1,333 | $653.8K | 0.29% | −185−12.2% | Reduced |
| Roof Eidam & Maycock | 1,333 | $654.0K | 0.21% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,334 | $654.3K | 0.05% | −35−2.6% | Reduced |
| Beck Bode, LLC | 1,337 | $656.0K | 0.15% | +1,337 | New |
| Quadrant Private Wealth Management, LLC | 1,343 | $660.0K | 0.25% | +375+38.7% | Added |
| Edge Capital Group, LLC | 1,350 | $662.0K | 0.05% | −15,856−92.2% | Reduced |
| Round Rock Advisors, LLC | 1,354 | $664.0K | 0.27% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,358 | $665.8K | 0.25% | +1,062+358.8% | Added |
| Appleton Partners Inc | 1,358 | $666.0K | 0.05% | +68+5.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,368 | $671.0K | 0.14% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,368 | $671.0K | 0.50% | +4+0.3% | Added |
| Wealth Architects, LLC | 1,373 | $673.0K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,374 | $674.0K | 0.40% | −10−0.7% | Reduced |
| WorthPointe, LLC | 1,381 | $677.0K | 0.54% | −213−13.4% | Reduced |
| Fca Corp | 1,380 | $677.0K | 0.24% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $681.0K | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $682.0K | 0.34% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,393 | $683.0K | 0.11% | +98+7.6% | Added |
| Gladstone Institutional Advisory LLC | 1,398 | $686.0K | 0.05% | +572+69.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,399 | $686.0K | 0.15% | +897+178.7% | Added |
| Financial Advocates Investment Management | 1,399 | $687.0K | 0.05% | −14−1.0% | Reduced |
| Breiter Capital Management Inc | 1,400 | $687.0K | 0.34% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,403 | $688.0K | 0.01% | −255−15.4% | Reduced |
| Grimes & Company, Inc. | 1,411 | $692.0K | 0.04% | −25−1.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $693.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,413 | $693.0K | 0.36% | 00.0% | Unchanged |
| Platform Technology Partners | 1,430 | $701.0K | 0.34% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $703.0K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,442 | $707.0K | 0.13% | −9−0.6% | Reduced |
| First National Bank Sioux Falls | 1,445 | $709.0K | 0.74% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,450 | $711.0K | 0.18% | +750+107.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,452 | $712.0K | 0.14% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $715.0K | 0.29% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,467 | $719.0K | 0.56% | 00.0% | Unchanged |
| Bank of Stockton | 1,475 | $723.0K | 0.23% | +1,475 | New |
| Arkadios Wealth Advisors | 1,476 | $724.0K | 0.10% | −74−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,478 | $725.0K | 0.12% | −175−10.6% | Reduced |
| Clear Creek Financial Management, LLC | 1,529 | $730.0K | 0.11% | −402−20.8% | Reduced |
| Brookstone Capital Management | 1,544 | $733.0K | 0.01% | −1,187−43.5% | Reduced |
| Howland Capital Management LLC | 1,497 | $734.0K | 0.04% | −40−2.6% | Reduced |
| Quadrant Capital Group LLC | 1,497 | $734.0K | 0.09% | −25−1.6% | Reduced |