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