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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 3,895 | $1.92M | 0.18% | −15−0.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,927 | $1.93M | 0.64% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,951 | $1.94M | 0.15% | −189−4.6% | Reduced |
| Jane Street Group, LLC | 3,961 | $1.94M | 0.00% | −1,653−29.4% | Reduced |
| Focus Financial Network, Inc. | 3,956 | $1.94M | 0.14% | +3,263+470.9% | Added |
| Calamos Wealth Management LLC | 3,965 | $1.95M | 0.15% | +3,965 | New |
| Avantax Planning Partners, Inc. | 3,970 | $1.95M | 0.08% | −3,627−47.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,969 | $1.95M | 0.72% | +21+0.5% | Added |
| Darrow Company, Inc. | 3,998 | $1.96M | 1.81% | −106−2.6% | Reduced |
| EP Wealth Advisors, LLC | 4,011 | $1.97M | 0.04% | −61−1.5% | Reduced |
| Lowe Wealth Advisors, LLC | 4,029 | $1.98M | 0.89% | −97−2.4% | Reduced |
| Signature Securities Group Corporation | 4,049 | $1.99M | 0.63% | +47+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,052 | $2.00M | 0.03% | −5,384−57.1% | Reduced |
| Umb Bank N A | 4,085 | $2.00M | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 4,093 | $2.01M | 1.08% | +586+16.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,122 | $2.02M | 0.29% | −10−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 4,170 | $2.04M | 0.25% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 4,181 | $2.05M | 0.52% | +191+4.8% | Added |
| Deutsche Bank AG | 4,190 | $2.06M | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,197 | $2.06M | 0.08% | −41−1.0% | Reduced |
| Wade G W & Inc | 4,215 | $2.07M | 0.09% | −25−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 4,216 | $2.07M | 0.08% | +96+2.3% | Added |
| Keeley-Teton Advisors, LLC | 4,253 | $2.09M | 0.22% | −26−0.6% | Reduced |
| Harbor Advisory Corp | 4,277 | $2.10M | 0.84% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,304 | $2.11M | 1.72% | −118−2.7% | Reduced |
| Cambridge Advisors Inc. | 4,306 | $2.11M | 0.50% | −10.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,310 | $2.11M | 0.74% | −74−1.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,327 | $2.12M | 0.55% | +297+7.4% | Added |
| B. Riley Wealth Management, Inc. | 4,343 | $2.13M | 0.16% | −1,231−22.1% | Reduced |
| Spectrum Management Group, LLC | 4,343 | $2.13M | 0.34% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,377 | $2.15M | 0.31% | −53−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 4,303 | $2.15M | 0.02% | −106−2.4% | Reduced |
| New England Private Wealth Advisors LLC | 4,411 | $2.16M | 0.40% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,494 | $2.20M | 1.02% | +219+5.1% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.21M | 0.74% | 00.0% | Unchanged |
| Davidson Trust Co | 4,515 | $2.21M | 1.65% | −23−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,575 | $2.24M | 0.04% | +162+3.7% | Added |
| Global Retirement Partners, LLC | 5,233 | $2.27M | 0.18% | +5,233 | New |
| Buckingham Strategic Partners | 4,646 | $2.28M | 0.23% | +2,352+102.5% | Added |
| Courier Capital LLC | 4,685 | $2.30M | 0.23% | −210−4.3% | Reduced |
| Fiduciary Trust Co | 4,704 | $2.31M | 0.04% | −75−1.6% | Reduced |
| Asset Management Group, Inc. | 4,801 | $2.35M | 0.49% | −243−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 4,831 | $2.37M | 0.14% | −190−3.8% | Reduced |
| Northwest Bancshares, Inc. | 4,867 | $2.39M | 0.46% | −51−1.0% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.41M | 0.90% | −6,967−58.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,947 | $2.43M | 1.76% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,968 | $2.44M | 0.82% | −135−2.6% | Reduced |
| Summit Financial, LLC | 4,961 | $2.44M | 0.19% | +985+24.8% | Added |
| Resources Investment Advisors, LLC. | 5,012 | $2.46M | 0.09% | +78+1.6% | Added |
| Winthrop Advisory Group LLC | 5,012 | $2.47M | 0.51% | −413−7.6% | Reduced |
| Spinnaker Trust | 5,037 | $2.47M | 0.17% | −3−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 5,043 | $2.47M | 0.56% | −30−0.6% | Reduced |
| AXA S.A. | 5,066 | $2.48M | 0.01% | −50−1.0% | Reduced |
| Cresset Asset Management, LLC | 5,142 | $2.53M | 0.03% | +204+4.1% | Added |
| Spire Wealth Management | 5,186 | $2.54M | 0.07% | −1,502−22.5% | Reduced |
| Argent Trust Co | 5,197 | $2.55M | 0.16% | −65−1.2% | Reduced |
| Private Asset Management Inc | 5,212 | $2.56M | 0.35% | −336−6.1% | Reduced |
| Sage Financial Management Group, Inc. | 5,286 | $2.59M | 1.78% | −52−1.0% | Reduced |
| Coastline Trust Co | 5,450 | $2.67M | 0.32% | +648+13.5% | Added |
| Ieq Capital, LLC | 5,457 | $2.68M | 0.06% | +10.0% | Added |
| Baron Financial Group, LLC | 5,457 | $2.68M | 1.55% | −64−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 5,491 | $2.69M | 0.21% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,516 | $2.71M | 0.11% | −61−1.1% | Reduced |
| CWM, LLC | 5,530 | $2.71M | 0.02% | −535−8.8% | Reduced |
| Elm Advisors, LLC | 5,582 | $2.74M | 3.70% | −8,714−61.0% | Reduced |
| Regents of the University of California | 5,600 | $2.75M | 0.41% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,626 | $2.76M | 0.09% | +5,626 | New |
| Whalerock Point Partners, LLC | 5,645 | $2.77M | 0.98% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,779 | $2.83M | 0.38% | +238+4.3% | Added |
| Hoylecohen, LLC | 5,797 | $2.84M | 0.24% | +236+4.2% | Added |
| JMG Financial Group, Ltd. | 5,831 | $2.86M | 0.14% | −30−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 5,872 | $2.88M | 1.43% | +106+1.8% | Added |
| AE Wealth Management LLC | 5,876 | $2.88M | 0.02% | +301+5.4% | Added |
| Edmond de Rothschild Holding S.A. | 5,923 | $2.90M | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,005 | $2.95M | 0.92% | −232−3.7% | Reduced |
| Naples Global Advisors, LLC | 6,052 | $2.97M | 0.34% | −270−4.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,056 | $2.97M | 0.68% | −17−0.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,096 | $2.99M | 1.27% | −421−6.5% | Reduced |
| Pegasus Asset Management, Inc. | 6,102 | $2.99M | 1.30% | −20−0.3% | Reduced |
| Highview Capital Management LLC | 6,166 | $3.02M | 1.94% | −740−10.7% | Reduced |
| Meridian Wealth Management, LLC | 6,224 | $3.05M | 0.33% | −273−4.2% | Reduced |
| Charter Research & Investment Group, Inc. | 6,259 | $3.07M | 2.49% | +93+1.5% | Added |
| Sepio Capital, LP | 6,300 | $3.09M | 0.27% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $3.09M | 0.53% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,315 | $3.10M | 2.81% | −86−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 6,415 | $3.15M | 0.23% | +1,425+28.6% | Added |
| Disciplined Investments, LLC | 6,463 | $3.17M | 1.32% | −128−1.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,661 | $3.18M | 1.30% | −84−1.2% | Reduced |
| St. Johns Investment Management Company, LLC | 6,506 | $3.19M | 1.70% | −122−1.8% | Reduced |
| Northstar Asset Management LLC | 6,515 | $3.20M | 0.82% | +25+0.4% | Added |
| Millennium Management LLC | 6,517 | $3.20M | 0.00% | +6,517 | New |
| Personal Wealth Partners | 6,519 | $3.20M | 1.39% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,563 | $3.22M | 0.23% | +571+9.5% | Added |
| Bristlecone Advisors, LLC | 6,582 | $3.23M | 0.40% | −5−0.1% | Reduced |
| Camarda Financial Advisors, LLC | 6,592 | $3.23M | 1.54% | +6,592 | New |
| Lido Advisors, LLC | 6,603 | $3.24M | 0.06% | +1,472+28.7% | Added |
| Oppenheimer & Co Inc | 6,692 | $3.28M | 0.06% | −223−3.2% | Reduced |
| Summit Wealth Partners, LLC | 6,753 | $3.31M | 0.75% | −44−0.6% | Reduced |
| Ballentine Partners, LLC | 6,773 | $3.32M | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,792 | $3.33M | 0.34% | −1,310−16.2% | Reduced |