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
- −13 vs. Q4 2021
- Shares held
- 24.8M
- −1.28M (−4.9%) vs. Q4 2021
- Total value
- $12.2B
- −$1.32B (−9.8%) vs. Q4 2021
- New holders
- 71
- 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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,430 | $1.19M | 0.09% | −74−3.0% | Reduced |
| Lenox Wealth Advisors, LLC | 2,508 | $1.20M | 0.15% | −221−8.1% | Reduced |
| TruWealth Advisors, LLC | 2,440 | $1.20M | 0.12% | −78−3.1% | Reduced |
| Tiedemann Advisors, LLC | 2,431 | $1.20M | 0.06% | −3−0.1% | Reduced |
| RFG Advisory, LLC | 2,442 | $1.20M | 0.08% | +101+4.3% | Added |
| Aspen Investment Management Inc | 2,448 | $1.20M | 0.63% | −27−1.1% | Reduced |
| Graypoint LLC | 2,456 | $1.21M | 0.12% | +1,274+107.8% | Added |
| Western Wealth Management, LLC | 2,479 | $1.22M | 0.06% | +1,211+95.5% | Added |
| Stephens Inc | 2,485 | $1.22M | 0.02% | +96+4.0% | Added |
| Minot Wealth Management LLC | 2,518 | $1.24M | 0.27% | −34−1.3% | Reduced |
| First Western Trust Bank | 2,488 | $1.24M | 0.06% | +2,488 | New |
| Baker Avenue Asset Management, LP | 2,529 | $1.24M | 0.07% | −444−14.9% | Reduced |
| HBK Sorce Advisory LLC | 2,565 | $1.26M | 0.07% | −78−3.0% | Reduced |
| White Pine Capital LLC | 2,574 | $1.26M | 0.39% | +205+8.7% | Added |
| Choate Investment Advisors | 2,586 | $1.27M | 0.07% | −177−6.4% | Reduced |
| IFP Advisors, Inc | 7,022 | $1.29M | 0.02% | +3,933+127.3% | Added |
| Montecito Bank & Trust | 2,642 | $1.30M | 0.24% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 2,644 | $1.30M | 0.05% | −1,465−35.7% | Reduced |
| Wesbanco Bank Inc | 2,651 | $1.30M | 0.05% | −226−7.9% | Reduced |
| National Asset Management, Inc. | 2,651 | $1.30M | 0.04% | −1,194−31.1% | Reduced |
| International Assets Investment Management, LLC | 2,653 | $1.30M | 0.23% | −174−6.2% | Reduced |
| Regions Financial Corp | 2,666 | $1.31M | 0.01% | +23+0.9% | Added |
| Cannon Global Investment Management, LLC | 2,670 | $1.31M | 0.94% | +1,370+105.4% | Added |
| Dowling & Yahnke LLC | 2,678 | $1.31M | 0.06% | +140+5.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $1.32M | 0.12% | 00.0% | Unchanged |
| Atria Investments LLC | 2,736 | $1.34M | 0.02% | +665+32.1% | Added |
| Advus Financial Partners, LLC | 2,762 | $1.36M | 0.92% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 2,768 | $1.36M | 2.15% | +1,977+249.9% | Added |
| Hardy Reed LLC | 2,775 | $1.36M | 0.26% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.37M | 0.17% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,807 | $1.38M | 0.08% | +349+14.2% | Added |
| Lyell Wealth Management, LP | 2,808 | $1.38M | 0.18% | +51+1.8% | Added |
| Beaumont Financial Partners, LLC | 2,822 | $1.38M | 0.11% | +150+5.6% | Added |
| SOL Capital Management CO | 2,855 | $1.40M | 0.25% | −50−1.7% | Reduced |
| Greenleaf Trust | 2,879 | $1.41M | 0.02% | −46−1.6% | Reduced |
| StoneX Group Inc. | 2,910 | $1.43M | 0.11% | +1,684+137.4% | Added |
| Johnson Financial Group, Inc. | 2,918 | $1.43M | 0.10% | −9−0.3% | Reduced |
| Centaurus Financial, Inc. | 2,951 | $1.45M | 0.11% | −1,176−28.5% | Reduced |
| Change Path, LLC | 3,019 | $1.48M | 0.08% | −1,420−32.0% | Reduced |
| Aspiriant, LLC | 3,021 | $1.48M | 0.08% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,030 | $1.49M | 1.26% | −228−7.0% | Reduced |
| Kings Point Capital Management | 3,051 | $1.50M | 0.13% | +10.0% | Added |
| Fieldpoint Private Securities, LLC | 3,063 | $1.50M | 0.31% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,064 | $1.50M | 0.03% | +195+6.8% | Added |
| Middleton & Co Inc | 3,071 | $1.51M | 0.16% | 00.0% | Unchanged |
| Permit Capital Advisors, LLC | 3,060 | $1.51M | 0.58% | +3,060 | New |
| United Bank | 3,095 | $1.52M | 0.20% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,104 | $1.52M | 0.14% | +60+2.0% | Added |
| Wealth Advisory Solutions, LLC | 3,120 | $1.53M | 0.32% | +3,120 | New |
| Freestone Capital Holdings, LLC | 3,126 | $1.53M | 0.06% | +248+8.6% | Added |
| High Falls Advisors, Inc | 3,137 | $1.54M | 0.41% | −1,028−24.7% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.54M | 0.60% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,170 | $1.55M | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,173 | $1.56M | 0.26% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,137 | $1.56M | 0.05% | +2,659+556.3% | Added |
| L.M. Kohn & Company | 3,196 | $1.57M | 0.60% | +3,196 | New |
| Stratos Wealth Partners, LTD. | 3,199 | $1.57M | 0.04% | −60−1.8% | Reduced |
| Woodstock Corp | 3,225 | $1.58M | 0.19% | −498−13.4% | Reduced |
| Colony Group LLC | 3,253 | $1.59M | 0.02% | −888−21.4% | Reduced |
| Perigon Wealth Management, LLC | 3,272 | $1.60M | 0.11% | +553+20.3% | Added |
| Wunderlich Capital Managemnt | 3,355 | $1.65M | 0.78% | −495−12.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,361 | $1.65M | 1.72% | +2+0.1% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.66M | 0.35% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.66M | 0.21% | −95−2.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.66M | 0.13% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,405 | $1.67M | 0.10% | +93+2.8% | Added |
| Coyle Financial Counsel LLC | 3,412 | $1.67M | 0.89% | −268−7.3% | Reduced |
| NorthRock Partners, LLC | 3,413 | $1.67M | 0.15% | −380−10.0% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.68M | 0.25% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,421 | $1.68M | 0.00% | −3,358−49.5% | Reduced |
| PFG Advisors | 3,425 | $1.68M | 0.17% | −805−19.0% | Reduced |
| WealthBridge Capital Management, LLC | 3,484 | $1.71M | 0.64% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,504 | $1.72M | 0.32% | −30−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,507 | $1.72M | 0.60% | +10.0% | Added |
| Lindbrook Capital, LLC | 3,523 | $1.73M | 0.27% | +3,493+11,643.3% | Added |
| Meridian Financial, LLC | 3,548 | $1.74M | 1.81% | −155−4.2% | Reduced |
| SOA Wealth Advisors, LLC. | 3,552 | $1.74M | 0.42% | +2+0.1% | Added |
| Maryland Capital Management | 3,665 | $1.80M | 0.11% | −50−1.3% | Reduced |
| Wealthsource Partners, LLC | 3,665 | $1.80M | 0.12% | +982+36.6% | Added |
| Horizon Investments, LLC | 3,670 | $1.80M | 0.05% | −52−1.4% | Reduced |
| Harvest Investment Services, LLC | 3,687 | $1.81M | 1.08% | −3,985−51.9% | Reduced |
| Investment Advisory Group, LLC | 3,682 | $1.81M | 1.10% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,705 | $1.82M | 0.78% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,708 | $1.82M | 0.02% | −167−4.3% | Reduced |
| Founders Financial Securities LLC | 3,715 | $1.82M | 0.32% | −17−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,725 | $1.83M | 0.07% | −4,371−54.0% | Reduced |
| Haverford Trust Co | 3,726 | $1.83M | 0.02% | −110−2.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,731 | $1.83M | 0.13% | −152−3.9% | Reduced |
| TSFG, LLC | 3,734 | $1.83M | 0.66% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,747 | $1.84M | 0.85% | −216−5.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,758 | $1.84M | 0.12% | −340−8.3% | Reduced |
| Element Wealth, LLC | 3,786 | $1.86M | 1.50% | +62+1.7% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.86M | 1.71% | 00.0% | Unchanged |
| XML Financial, LLC | 3,804 | $1.87M | 0.22% | +99+2.7% | Added |
| Advisory Services Network, LLC | 3,813 | $1.87M | 0.06% | +335+9.6% | Added |
| Nwam LLC | 3,818 | $1.87M | 0.14% | −52−1.3% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.88M | 1.83% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,889 | $1.91M | 0.10% | −178−4.4% | Reduced |
| Leavell Investment Management, Inc. | 3,875 | $1.91M | 0.13% | −26−0.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,897 | $1.91M | 0.55% | +64+1.7% | Added |