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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 35,401 | $17.4M | 0.04% | −2,065−5.5% | Reduced |
| Camden Capital, LLC | 35,123 | $17.2M | 3.72% | −70.0% | Reduced |
| Hancock Whitney Corp | 34,675 | $17.0M | 0.58% | −1,320−3.7% | Reduced |
| Citadel Advisors LLC | 33,941 | $16.6M | 0.02% | −7,580−18.3% | Reduced |
| Dakota Wealth Management | 33,600 | $16.5M | 1.35% | −98−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 33,053 | $16.2M | 0.04% | +32,213+3,834.9% | Added |
| Simmons Bank | 33,129 | $16.2M | 1.22% | −3,105−8.6% | Reduced |
| Viridian Ria, LLC | 0 | $15.9M | 3.70% | −34,285−100.0% | Reduced |
| Financial Partners Capital Management LLC | 32,146 | $15.8M | 2.93% | +523+1.7% | Added |
| Huntington National Bank | – | $15.6M | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,608 | $15.5M | 1.23% | −54−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 31,228 | $15.3M | 0.30% | +1,203+4.0% | Added |
| Estate Counselors, LLC | 30,957 | $15.2M | 1.97% | +16,900+120.2% | Added |
| People's United Financial, Inc. | 30,836 | $15.1M | 0.43% | −2,266−6.8% | Reduced |
| Squarepoint Ops LLC | 30,830 | $15.1M | 0.11% | −21,165−40.7% | Reduced |
| Frontier Wealth Management LLC | 31,400 | $14.9M | 0.19% | −294−0.9% | Reduced |
| Country Club Bank | 29,576 | $14.7M | 1.28% | +29,576 | New |
| IFG Advisors, LLC | 29,226 | $14.3M | 6.33% | +1,161+4.1% | Added |
| Madison Asset Management, LLC | 29,074 | $14.3M | 0.20% | +13,312+84.5% | Added |
| Green Square Capital Advisors LLC | 28,627 | $14.0M | 2.20% | +1,850+6.9% | Added |
| Miracle Mile Advisors, LLC | 27,729 | $13.6M | 0.58% | −2,608−8.6% | Reduced |
| Linscomb & Williams, Inc. | 27,251 | $13.4M | 0.64% | −163−0.6% | Reduced |
| RMB Capital Management, LLC | 26,775 | $13.1M | 0.42% | −548−2.0% | Reduced |
| Caldwell Trust Co | 26,387 | $12.9M | 1.54% | −450−1.7% | Reduced |
| MCF Advisors LLC | 26,278 | $12.9M | 1.21% | +26,278 | New |
| First Financial Bank - Trust Division | 25,380 | $12.4M | 1.32% | +184+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,306 | $12.4M | 0.06% | −1,717−6.4% | Reduced |
| Pinnacle Financial Partners Inc | 25,092 | $12.3M | 0.39% | +2,110+9.2% | Added |
| Corsicana & Co. | 25,060 | $12.3M | 7.96% | −401−1.6% | Reduced |
| M&T Bank Corp | 24,775 | $12.2M | 0.05% | −649−2.6% | Reduced |
| Massmutual Trust Co FSB | 24,697 | $12.1M | 0.46% | +2,256+10.1% | Added |
| Tiaa, FSB | 24,608 | $12.1M | 0.04% | −704−2.8% | Reduced |
| Exchange Capital Management, Inc. | 24,395 | $12.0M | 2.24% | +49+0.2% | Added |
| Youngs Advisory Group, Inc. | 24,231 | $11.9M | 6.86% | +50+0.2% | Added |
| Boston Family Office LLC | 23,458 | $11.5M | 0.82% | −4,104−14.9% | Reduced |
| Commerce Bank | 23,275 | $11.4M | 0.08% | −905−3.7% | Reduced |
| Glenmede Trust Co NA | 23,271 | $11.4M | 0.06% | −213−0.9% | Reduced |
| Janney Montgomery Scott LLC | 22,730 | $11.1M | 0.05% | −2,393−9.5% | Reduced |
| Capstone Financial Advisors, Inc. | 21,728 | $10.7M | 0.77% | −512−2.3% | Reduced |
| Linker Capital Management Inc. | 21,300 | $10.4M | 10.39% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 21,300 | $10.4M | 2.86% | +162+0.8% | Added |
| Brown Brothers Harriman & Co | 21,241 | $10.4M | 0.07% | +402+1.9% | Added |
| SlateStone Wealth, LLC | 21,180 | $10.4M | 2.32% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 21,166 | $10.4M | 5.60% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 21,071 | $10.3M | 0.09% | −15,724−42.7% | Reduced |
| Mechanics Bank Trust Department | 21,067 | $10.3M | 1.60% | −155−0.7% | Reduced |
| Old National Bancorp | 21,054 | $10.3M | 0.38% | −780−3.6% | Reduced |
| HSBC Holdings PLC | 20,763 | $10.2M | 0.01% | −844−3.9% | Reduced |
| Comerica Bank | 20,727 | $10.2M | 0.07% | +1,724+9.1% | Added |
| jvl associates llc | 20,551 | $10.1M | 6.26% | +15+0.1% | Added |
| Evercore Wealth Management, LLC | 20,363 | $9.99M | 0.18% | −130−0.6% | Reduced |
| Terry L. Blaker | 20,145 | $9.88M | 0.81% | −212−1.0% | Reduced |
| Lutz Financial Services LLC | 20,084 | $9.85M | 1.21% | −153−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 20,041 | $9.83M | 0.14% | −6,380−24.1% | Reduced |
| Cetera Investment Advisers | 19,980 | $9.80M | 0.14% | −11,625−36.8% | Reduced |
| Grove Bank & Trust | 19,406 | $9.52M | 1.87% | −151−0.8% | Reduced |
| FMR LLC | 19,234 | $9.43M | 0.00% | +189+1.0% | Added |
| CIBC Private Wealth Group, LLC | 19,105 | $9.37M | 0.02% | +626+3.4% | Added |
| Cetera Advisors LLC | 18,976 | $9.31M | 0.19% | +2,056+12.2% | Added |
| Financial & Tax Architects, LLC | 18,919 | $9.28M | 3.50% | +17,039+906.3% | Added |
| Cerity Partners LLC | 19,378 | $9.06M | 0.14% | +7,153+58.5% | Added |
| Parametric Portfolio Associates LLC | 18,457 | $9.05M | 0.00% | +87+0.5% | Added |
| Telemus Capital, LLC | 18,186 | $8.92M | 0.78% | −335−1.8% | Reduced |
| KMG Fiduciary Partners, LLC | 18,059 | $8.86M | 1.42% | −1,872−9.4% | Reduced |
| American International Group, Inc. | 18,000 | $8.83M | 0.05% | +4,300+31.4% | Added |
| Sargent Bickham Lagudis LLC | 17,746 | $8.70M | 0.68% | −285−1.6% | Reduced |
| Kestra Advisory Services, LLC | 17,626 | $8.64M | 0.09% | −171−1.0% | Reduced |
| NBT Bank N A | 17,510 | $8.59M | 1.15% | −375−2.1% | Reduced |
| KCM Investment Advisors LLC | 17,405 | $8.54M | 0.31% | −342−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 17,405 | $8.54M | 0.04% | +607+3.6% | Added |
| Hummer Financial Advisory Services Inc | 17,173 | $8.44M | 7.61% | +100+0.6% | Added |
| Midwest Professional Planners, LTD. | 16,858 | $8.27M | 4.07% | +2,547+17.8% | Added |
| Sun Life Financial INC | 16,698 | $8.19M | 0.38% | 00.0% | Unchanged |
| Bridgeworth, LLC | 16,468 | $8.08M | 1.86% | −482−2.8% | Reduced |
| MUFG Americas Holdings Corp | 16,396 | $8.04M | 0.16% | −498−2.9% | Reduced |
| Flow Traders U.S. LLC | 16,160 | $7.93M | 0.27% | +10,882+206.2% | Added |
| Howard Capital Management Inc. | 15,996 | $7.85M | 1.80% | +2,750+20.8% | Added |
| Legacy Advisors, LLC | 15,881 | $7.79M | 1.51% | +8+0.1% | Added |
| Central Bank & Trust Co | 15,874 | $7.79M | 1.24% | +1,340+9.2% | Added |
| Williams Jones Wealth Management, LLC. | 15,858 | $7.78M | 0.11% | −189−1.2% | Reduced |
| Glaxis Capital Management, LLC | 15,660 | $7.68M | 10.85% | +15,660 | New |
| Peddock Capital Advisors, LLC | 15,593 | $7.65M | 2.48% | +370+2.4% | Added |
| Prospera Financial Services Inc | 15,454 | $7.58M | 0.32% | +41+0.3% | Added |
| Goelzer Investment Management, Inc. | 15,404 | $7.55M | 0.65% | −250−1.6% | Reduced |
| Palisade Asset Management, LLC | 15,280 | $7.49M | 0.86% | −46−0.3% | Reduced |
| Bokf, NA | 15,215 | $7.46M | 0.12% | −419−2.7% | Reduced |
| Cetera Advisor Networks LLC | 15,019 | $7.37M | 0.09% | +297+2.0% | Added |
| Raymond James Trust N.A. | 14,918 | $7.32M | 0.23% | −357−2.3% | Reduced |
| Pacific Center for Financial Services | 14,833 | $7.28M | 2.60% | −216−1.4% | Reduced |
| Financial Sense Advisors, Inc. | 14,833 | $7.28M | 2.72% | +14,833 | New |
| Arbor Trust Wealth Advisors, LLC | 14,206 | $6.98M | 4.19% | −443−3.0% | Reduced |
| Legal & General Group Plc | 14,200 | $6.96M | 0.00% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 14,091 | $6.92M | 4.97% | −249−1.7% | Reduced |
| Private Advisor Group, LLC | 14,105 | $6.92M | 0.05% | +713+5.3% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $6.83M | 2.49% | 00.0% | Unchanged |
| Community Bank, N.A. | 13,864 | $6.80M | 0.84% | −228−1.6% | Reduced |
| Retirement Income Solutions, Inc | 13,853 | $6.79M | 1.88% | −1,212−8.0% | Reduced |
| Bank of New Hampshire | 13,822 | $6.78M | 1.65% | −96−0.7% | Reduced |
| Smith Anglin Financial, LLC | 13,627 | $6.68M | 1.55% | +42+0.3% | Added |
| Busey Wealth Management | 13,517 | $6.63M | 0.26% | −86−0.6% | Reduced |