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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 6,800 | $3.33M | 0.00% | +6,800 | New |
| American Portfolios Advisors | 6,813 | $3.34M | 0.11% | −171−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 6,847 | $3.36M | 0.02% | +668+10.8% | Added |
| Ashton Thomas Private Wealth, LLC | 6,864 | $3.37M | 0.29% | +1,081+18.7% | Added |
| Veracity Capital LLC | 6,935 | $3.40M | 1.41% | +6,935 | New |
| Glen Eagle Advisors, LLC | 6,969 | $3.42M | 0.89% | +59+0.9% | Added |
| Avalon Investment & Advisory | 7,001 | $3.43M | 0.08% | +2,507+55.8% | Added |
| Bay Rivers Group | 7,094 | $3.48M | 2.50% | −222−3.0% | Reduced |
| Gould Asset Management LLC | 7,261 | $3.56M | 1.02% | +400+5.8% | Added |
| Salomon & Ludwin, LLC | 7,301 | $3.58M | 0.52% | +42+0.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.68M | 1.14% | −125−1.6% | Reduced |
| Wetherby Asset Management Inc | 7,513 | $3.69M | 0.21% | −20−0.3% | Reduced |
| Sunflower Bank, N.A. | 7,532 | $3.69M | 0.50% | −726−8.8% | Reduced |
| Paladin Advisory Group, LLC | 7,510 | $3.71M | 3.02% | +7,510 | New |
| Stephenson National Bank & Trust | 7,647 | $3.75M | 2.23% | −110−1.4% | Reduced |
| Highland Capital Management, LLC | 7,713 | $3.78M | 0.23% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 7,730 | $3.79M | 0.09% | −3,312−30.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 7,734 | $3.79M | 4.18% | +7,734 | New |
| Segall Bryant & Hamill, LLC | 7,753 | $3.80M | 0.04% | +7,753 | New |
| Renaissance Investment Group LLC | 8,377 | $3.84M | 1.12% | −1,467−14.9% | Reduced |
| Equitable Holdings, Inc. | 7,966 | $3.91M | 0.06% | −392−4.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,000 | $3.92M | 0.40% | −74−0.9% | Reduced |
| Mercer Global Advisors Inc | 8,010 | $3.93M | 0.02% | +1,847+30.0% | Added |
| Keybank National Association | 8,012 | $3.93M | 0.02% | +1,165+17.0% | Added |
| Bank of the West | 8,046 | $3.95M | 0.41% | −413−4.9% | Reduced |
| Davis R M Inc | 8,260 | $4.05M | 0.10% | +283+3.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,335 | $4.09M | 2.12% | −469−5.3% | Reduced |
| Court Place Advisors, LLC | 8,337 | $4.09M | 1.32% | −444−5.1% | Reduced |
| Newport Capital Group, LLC | 8,480 | $4.16M | 3.12% | +589+7.5% | Added |
| Crewe Advisors LLC | 8,485 | $4.16M | 0.81% | −21−0.2% | Reduced |
| Segment Wealth Management, LLC | 8,501 | $4.17M | 0.43% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 8,536 | $4.19M | 3.42% | −155−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 8,545 | $4.19M | 0.15% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 8,548 | $4.19M | 0.40% | −80−0.9% | Reduced |
| Csenge Advisory Group | 8,661 | $4.25M | 0.34% | +158+1.9% | Added |
| Evensky & Katz LLC | 8,678 | $4.26M | 0.42% | +12+0.1% | Added |
| GenTrust, LLC | 8,675 | $4.28M | 0.33% | −45−0.5% | Reduced |
| Cadinha & Co LLC | 8,726 | $4.28M | 0.62% | −1,874−17.7% | Reduced |
| Cambridge Trust Co | 8,741 | $4.29M | 0.15% | +3,132+55.8% | Added |
| Bailard, Inc. | 8,769 | $4.30M | 0.14% | −212−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,844 | $4.34M | 2.33% | +20.0% | Added |
| Wealthspire Advisors, LLC | 9,002 | $4.42M | 0.10% | −2,391−21.0% | Reduced |
| HB Wealth Management, LLC | 9,013 | $4.42M | 0.08% | +2,526+38.9% | Added |
| Connolly Sarah T. | 9,182 | $4.50M | 2.64% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,224 | $4.52M | 0.06% | +999+12.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 9,463 | $4.64M | 0.16% | −1,527−13.9% | Reduced |
| Verition Fund Management LLC | 9,881 | $4.85M | 0.09% | +9,881 | New |
| AMG National Trust Bank | 9,890 | $4.85M | 0.16% | +100+1.0% | Added |
| RMR Wealth Builders | 9,920 | $4.87M | 1.04% | −148−1.5% | Reduced |
| Associated Banc-Corp | 9,982 | $4.90M | 0.19% | −182−1.8% | Reduced |
| Synovus Financial Corp | 10,110 | $4.96M | 0.05% | −16−0.2% | Reduced |
| Gries Financial LLC | 10,141 | $4.97M | 1.83% | +22+0.2% | Added |
| RBF Capital, LLC | 10,000 | $4.98M | 0.32% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,158 | $4.98M | 0.02% | +389+4.0% | Added |
| Resonant Capital Advisors, LLC | 10,233 | $5.08M | 0.75% | +46+0.5% | Added |
| Mayflower Financial Advisors, LLC | 10,401 | $5.10M | 0.69% | +50.0% | Added |
| Sonata Capital Group Inc | 10,416 | $5.11M | 2.25% | −195−1.8% | Reduced |
| Diversified Portfolios, Inc. | 10,458 | $5.13M | 1.23% | −32−0.3% | Reduced |
| Rhumbline Advisers | 10,496 | $5.15M | 0.01% | −5,108−32.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,824 | $5.15M | 0.52% | +88+0.8% | Added |
| Firestone Capital Management | 10,551 | $5.17M | 1.70% | +40.0% | Added |
| Central Trust Co | 10,658 | $5.23M | 0.15% | −34−0.3% | Reduced |
| Flputnam Investment Management Co | 10,730 | $5.26M | 0.17% | −434−3.9% | Reduced |
| Franklin Resources Inc | 10,739 | $5.27M | 0.00% | −507−4.5% | Reduced |
| Savant Capital, LLC | 10,865 | $5.33M | 0.17% | −50−0.5% | Reduced |
| Nixon Peabody Trust Co | 10,875 | $5.33M | 1.84% | −20.0% | Reduced |
| Latigo Investments, LLC | 10,962 | $5.38M | 3.74% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 11,000 | $5.39M | 1.38% | +11,000 | New |
| Allworth Financial LP | 11,015 | $5.40M | 0.07% | −624−5.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 11,030 | $5.41M | 0.73% | +6,756+158.1% | Added |
| Atria Wealth Solutions, Inc. | 11,058 | $5.43M | 0.09% | +11,058 | New |
| Journey Strategic Wealth LLC | 11,152 | $5.47M | 0.60% | −6,760−37.7% | Reduced |
| Sand Hill Global Advisors, LLC | 11,179 | $5.48M | 0.30% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 11,431 | $5.61M | 1.30% | −319−2.7% | Reduced |
| Twin Tree Management, LP | 11,493 | $5.64M | 0.11% | +11,493 | New |
| TKG Advisors, LLC | 11,608 | $5.69M | 4.56% | +618+5.6% | Added |
| Lincoln National Corp | 11,710 | $5.74M | 0.12% | −88−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,736 | $5.76M | 0.09% | −823−6.6% | Reduced |
| Adirondack Trust Co | 11,757 | $5.77M | 2.73% | −937−7.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,852 | $5.81M | 0.84% | −620−5.0% | Reduced |
| Motco | 11,864 | $5.82M | 0.38% | −422−3.4% | Reduced |
| Pegasus Partners Ltd. | 11,867 | $5.82M | 1.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 11,918 | $5.84M | 0.22% | −108−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,922 | $5.85M | 0.06% | 00.0% | Unchanged |
| Unionview, LLC | 11,949 | $5.86M | 5.48% | +189+1.6% | Added |
| Modera Wealth Management, LLC | 12,010 | $5.89M | 0.26% | −189−1.5% | Reduced |
| First Horizon Advisors, Inc. | 12,050 | $5.91M | 0.32% | −507−4.0% | Reduced |
| MML Investors Services, LLC | 12,210 | $5.99M | 0.04% | −456−3.6% | Reduced |
| Meridian Wealth Advisors, LLC | 12,726 | $6.24M | 1.45% | +550+4.5% | Added |
| Fifth Third Bancorp | 12,869 | $6.31M | 0.03% | +30+0.2% | Added |
| Yousif Capital Management, LLC | 12,896 | $6.33M | 0.07% | −6,240−32.6% | Reduced |
| Chesley Taft & Associates LLC | 13,395 | $6.35M | 0.37% | −380−2.8% | Reduced |
| Staley Capital Advisers Inc | 13,012 | $6.38M | 0.32% | −2,268−14.8% | Reduced |
| Montz Harcus Wealth Management LLC | 13,073 | $6.41M | 5.75% | +308+2.4% | Added |
| Round Table Services, LLC | 13,106 | $6.43M | 1.08% | +67+0.5% | Added |
| All Terrain Financial Advisors, LLC | 13,142 | $6.45M | 2.91% | −83−0.6% | Reduced |
| SG Americas Securities, LLC | 13,174 | $6.46M | 0.06% | −15,760−54.5% | Reduced |
| Audent Global Asset Management, LLC | 13,232 | $6.49M | 3.58% | +873+7.1% | Added |
| Meristem Family Wealth, LLC | 13,237 | $6.49M | 0.70% | −92−0.7% | Reduced |
| G&S Capital LLC | 13,271 | $6.51M | 3.48% | −98−0.7% | Reduced |