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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 1,505 | $738.0K | 0.15% | −239−13.7% | Reduced |
| CCG Wealth Management, LLC | 1,505 | $738.0K | 0.36% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,508 | $740.0K | 0.13% | +219+17.0% | Added |
| Bank of Hawaii | 1,510 | $741.0K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,528 | $749.0K | 0.45% | +1+0.1% | Added |
| Vista Investment Management | 1,548 | $759.0K | 0.42% | −6−0.4% | Reduced |
| Ziegler Capital Management, LLC | 1,558 | $764.0K | 0.03% | −10−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 1,588 | $779.0K | 0.54% | +12+0.8% | Added |
| American Money Management, LLC | 1,590 | $780.0K | 0.21% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,593 | $781.0K | 0.11% | −9−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,586 | $781.0K | 0.15% | −15−0.9% | Reduced |
| Wedbush Securities Inc | 1,597 | $783.0K | 0.04% | −30−1.8% | Reduced |
| Berger Financial Group, Inc | 1,602 | $786.0K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,606 | $788.0K | 0.05% | +1,266+372.4% | Added |
| TCWP LLC | 1,613 | $791.0K | 0.14% | +913+130.4% | Added |
| Truepoint, Inc. | 1,615 | $792.0K | 0.04% | −16−1.0% | Reduced |
| Orgel Wealth Management, LLC | 1,615 | $792.0K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,617 | $793.0K | 0.16% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $801.0K | 0.12% | 00.0% | Unchanged |
| Swaine & Leidel Wealth Services, LLC | 801 | $801.0K | 3.91% | +801 | New |
| Second Half Financial Partners, LLC | 1,682 | $801.0K | 0.64% | +1,682 | New |
| Neumann Capital Management, LLC | 1,650 | $809.0K | 0.34% | −100−5.7% | Reduced |
| Alpine Global Management, LLC | 1,650 | $809.0K | 0.21% | +1,650 | New |
| Congress Wealth Management LLC | 1,650 | $810.0K | 0.02% | −30−1.8% | Reduced |
| Baldwin Brothers Inc | 1,654 | $811.0K | 0.09% | −5−0.3% | Reduced |
| Meeder Asset Management Inc | 1,656 | $812.0K | 0.04% | +48+3.0% | Added |
| TD Private Client Wealth LLC | 1,660 | $814.1K | 0.03% | +392+30.9% | Added |
| Legacy Private Trust Co. | 1,666 | $817.0K | 0.06% | −30−1.8% | Reduced |
| Holistic Financial Partners | 1,669 | $819.0K | 0.52% | 00.0% | Unchanged |
| Lynch & Associates | 1,690 | $829.0K | 0.20% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,697 | $832.0K | 0.09% | −45−2.6% | Reduced |
| Gator Capital Management, LLC | 1,697 | $832.0K | 0.61% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,706 | $837.0K | 0.08% | −16−0.9% | Reduced |
| Cadence Bank NA | 1,718 | $842.0K | 0.23% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,717 | $842.0K | 0.21% | +200+13.2% | Added |
| Schrum Private Wealth Management LLC | 1,752 | $855.0K | 0.86% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,744 | $857.0K | 0.19% | +1+0.1% | Added |
| Evanson Asset Management, LLC | 1,750 | $859.0K | 0.08% | +5+0.3% | Added |
| Alesco Advisors LLC | 1,753 | $860.0K | 0.03% | −5−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 1,754 | $860.0K | 0.29% | +59+3.5% | Added |
| Dana Investment Advisors, Inc. | 1,761 | $864.0K | 0.04% | +2+0.1% | Added |
| GFS Advisors, LLC | 1,768 | $867.0K | 0.18% | −15−0.8% | Reduced |
| Thompson Davis & Co., Inc. | 1,788 | $877.0K | 1.07% | +67+3.9% | Added |
| NCM Capital Management, LLC | 1,789 | $877.0K | 0.55% | +70+4.1% | Added |
| Parsons Capital Management Inc | 1,799 | $882.0K | 0.07% | −535−22.9% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $882.0K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,807 | $886.0K | 0.01% | −82−4.3% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,711 | $886.0K | 0.79% | +154+9.9% | Added |
| First Business Financial Services, Inc. | 1,808 | $887.0K | 0.10% | 00.0% | Unchanged |
| Petix & Botte Co | 1,816 | $891.0K | 0.27% | +898+97.8% | Added |
| Bradley Foster & Sargent Inc | 1,837 | $901.0K | 0.02% | +955+108.3% | Added |
| Sigma Planning Corp | 1,847 | $906.0K | 0.03% | +86+4.9% | Added |
| LCNB Corp | 1,860 | $912.0K | 0.43% | −50−2.6% | Reduced |
| Frisch Financial Group, Inc. | 1,860 | $912.0K | 0.29% | −48−2.5% | Reduced |
| Overbrook Management Corp | 1,860 | $912.0K | 0.20% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,913 | $914.0K | 0.07% | +54+2.9% | Added |
| Tompkins Financial Corp | 1,864 | $914.0K | 0.13% | +1,864 | New |
| M. Kraus & Co | 1,873 | $919.0K | 0.31% | +629+50.6% | Added |
| L & S Advisors Inc | 1,876 | $920.0K | 0.11% | +77+4.3% | Added |
| Private Wealth Group, LLC | 1,887 | $925.0K | 0.68% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,894 | $929.0K | 0.61% | +5+0.3% | Added |
| Prosperity Planning, Inc. | 1,949 | $943.0K | 0.46% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,929 | $946.0K | 0.06% | +124+6.9% | Added |
| Bryn Mawr Trust Co | 1,947 | $955.0K | 0.04% | −116−5.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,949 | $955.9K | 0.31% | −165−7.8% | Reduced |
| We Are One Seven, LLC | 1,955 | $959.0K | 0.10% | +90+4.8% | Added |
| Bill Few Associates, Inc. | 1,971 | $967.0K | 0.53% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,013 | $987.0K | 0.18% | +338+20.2% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $997.0K | 0.11% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,037 | $999.0K | 0.00% | −550−21.3% | Reduced |
| TCTC Holdings, LLC | 2,038 | $1.00M | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 2,042 | $1.00M | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,038 | $1.00M | 0.08% | −35−1.7% | Reduced |
| Glassman Wealth Services | 2,049 | $1.00M | 0.18% | −207−9.2% | Reduced |
| Kingsview Wealth Management, LLC | 2,055 | $1.01M | 0.04% | +21+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 2,063 | $1.01M | 0.62% | −48−2.3% | Reduced |
| Manchester Capital Management LLC | 2,078 | $1.02M | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,089 | $1.02M | 0.04% | −10−0.5% | Reduced |
| Cozad Asset Management Inc | 2,098 | $1.03M | 0.14% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,106 | $1.03M | 0.17% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 2,113 | $1.04M | 1.20% | −60−2.8% | Reduced |
| GM Advisory Group, Inc. | 2,126 | $1.04M | 0.12% | −123−5.5% | Reduced |
| Shufro Rose & Co LLC | 2,130 | $1.04M | 0.08% | −9−0.4% | Reduced |
| Blue Barn Wealth, LLC | 2,137 | $1.05M | 0.73% | +7+0.3% | Added |
| Putnam Investments LLC | 2,148 | $1.05M | 0.00% | −3,127−59.3% | Reduced |
| Beacon Financial Advisory LLC | 2,146 | $1.05M | 0.50% | +10.0% | Added |
| CPWM, LLC | 2,149 | $1.05M | 0.08% | +93+4.5% | Added |
| Rockland Trust Co | 2,155 | $1.06M | 0.07% | −32−1.5% | Reduced |
| Two Sigma Securities, LLC | 2,173 | $1.07M | 0.15% | +1,273+141.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $1.07M | 0.32% | 00.0% | Unchanged |
| Providence First Trust Co | 2,194 | $1.08M | 0.52% | +10.0% | Added |
| Belpointe Asset Management LLC | 2,240 | $1.10M | 0.07% | −6,116−73.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,243 | $1.10M | 0.21% | −61−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,250 | $1.10M | 0.10% | −80−3.4% | Reduced |
| Warner Financial, Inc | 993 | $1.13M | 0.92% | −424−29.9% | Reduced |
| Howe & Rusling Inc | 2,319 | $1.14M | 0.13% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,354 | $1.16M | 0.27% | −487−17.1% | Reduced |
| Baystate Wealth Management LLC | 2,377 | $1.17M | 0.10% | +8+0.3% | Added |
| Pacific Financial Group Inc | 2,388 | $1.17M | 0.76% | +316+15.3% | Added |
| Sigma Investment Counselors Inc | 2,400 | $1.18M | 0.08% | 00.0% | Unchanged |