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