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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 2,400 | $1.18M | 0.08% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 2,388 | $1.17M | 0.76% | +316+15.3% | Added |
| Baystate Wealth Management LLC | 2,377 | $1.17M | 0.10% | +8+0.3% | Added |
| 9258 Wealth Management, LLC | 2,354 | $1.16M | 0.27% | −487−17.1% | Reduced |
| Howe & Rusling Inc | 2,319 | $1.14M | 0.13% | 00.0% | Unchanged |
| Warner Financial, Inc | 993 | $1.13M | 0.92% | −424−29.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,250 | $1.10M | 0.10% | −80−3.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,243 | $1.10M | 0.21% | −61−2.6% | Reduced |
| Belpointe Asset Management LLC | 2,240 | $1.10M | 0.07% | −6,116−73.2% | Reduced |
| Providence First Trust Co | 2,194 | $1.08M | 0.52% | +10.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $1.07M | 0.32% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,173 | $1.07M | 0.15% | +1,273+141.4% | Added |
| Rockland Trust Co | 2,155 | $1.06M | 0.07% | −32−1.5% | Reduced |
| CPWM, LLC | 2,149 | $1.05M | 0.08% | +93+4.5% | Added |
| Putnam Investments LLC | 2,148 | $1.05M | 0.00% | −3,127−59.3% | Reduced |
| Beacon Financial Advisory LLC | 2,146 | $1.05M | 0.50% | +10.0% | Added |
| Blue Barn Wealth, LLC | 2,137 | $1.05M | 0.73% | +7+0.3% | Added |
| Shufro Rose & Co LLC | 2,130 | $1.04M | 0.08% | −9−0.4% | Reduced |
| GM Advisory Group, Inc. | 2,126 | $1.04M | 0.12% | −123−5.5% | Reduced |
| Lionsbridge Wealth Management LLC | 2,113 | $1.04M | 1.20% | −60−2.8% | Reduced |
| Zhang Financial LLC | 2,106 | $1.03M | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,098 | $1.03M | 0.14% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,089 | $1.02M | 0.04% | −10−0.5% | Reduced |
| Manchester Capital Management LLC | 2,078 | $1.02M | 0.15% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,063 | $1.01M | 0.62% | −48−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 2,055 | $1.01M | 0.04% | +21+1.0% | Added |
| Glassman Wealth Services | 2,049 | $1.00M | 0.18% | −207−9.2% | Reduced |
| Summit Trail Advisors, LLC | 2,038 | $1.00M | 0.08% | −35−1.7% | Reduced |
| HM Payson & Co | 2,042 | $1.00M | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $1.00M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,037 | $999.0K | 0.00% | −550−21.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $997.0K | 0.11% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,013 | $987.0K | 0.18% | +338+20.2% | Added |
| Bill Few Associates, Inc. | 1,971 | $967.0K | 0.53% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,955 | $959.0K | 0.10% | +90+4.8% | Added |
| Frank, Rimerman Advisors LLC | 1,949 | $955.9K | 0.31% | −165−7.8% | Reduced |
| Bryn Mawr Trust Co | 1,947 | $955.0K | 0.04% | −116−5.6% | Reduced |
| Moors & Cabot, Inc. | 1,929 | $946.0K | 0.06% | +124+6.9% | Added |
| Prosperity Planning, Inc. | 1,949 | $943.0K | 0.46% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,894 | $929.0K | 0.61% | +5+0.3% | Added |
| Private Wealth Group, LLC | 1,887 | $925.0K | 0.68% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,876 | $920.0K | 0.11% | +77+4.3% | Added |
| M. Kraus & Co | 1,873 | $919.0K | 0.31% | +629+50.6% | Added |
| Joel Isaacson & Co., LLC | 1,913 | $914.0K | 0.07% | +54+2.9% | Added |
| Tompkins Financial Corp | 1,864 | $914.0K | 0.13% | +1,864 | New |
| LCNB Corp | 1,860 | $912.0K | 0.43% | −50−2.6% | Reduced |
| Frisch Financial Group, Inc. | 1,860 | $912.0K | 0.29% | −48−2.5% | Reduced |
| Overbrook Management Corp | 1,860 | $912.0K | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,847 | $906.0K | 0.03% | +86+4.9% | Added |
| Bradley Foster & Sargent Inc | 1,837 | $901.0K | 0.02% | +955+108.3% | Added |
| Petix & Botte Co | 1,816 | $891.0K | 0.27% | +898+97.8% | Added |
| First Business Financial Services, Inc. | 1,808 | $887.0K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,807 | $886.0K | 0.01% | −82−4.3% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,711 | $886.0K | 0.79% | +154+9.9% | Added |
| Parsons Capital Management Inc | 1,799 | $882.0K | 0.07% | −535−22.9% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $882.0K | 0.08% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,788 | $877.0K | 1.07% | +67+3.9% | Added |
| NCM Capital Management, LLC | 1,789 | $877.0K | 0.55% | +70+4.1% | Added |
| GFS Advisors, LLC | 1,768 | $867.0K | 0.18% | −15−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 1,761 | $864.0K | 0.04% | +2+0.1% | Added |
| Alesco Advisors LLC | 1,753 | $860.0K | 0.03% | −5−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 1,754 | $860.0K | 0.29% | +59+3.5% | Added |
| Evanson Asset Management, LLC | 1,750 | $859.0K | 0.08% | +5+0.3% | Added |
| Carolinas Wealth Consulting LLC | 1,744 | $857.0K | 0.19% | +1+0.1% | Added |
| Schrum Private Wealth Management LLC | 1,752 | $855.0K | 0.86% | 00.0% | Unchanged |
| Cadence Bank NA | 1,718 | $842.0K | 0.23% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,717 | $842.0K | 0.21% | +200+13.2% | Added |
| Cornerstone Wealth Management, LLC | 1,706 | $837.0K | 0.08% | −16−0.9% | Reduced |
| Sawgrass Asset Management LLC | 1,697 | $832.0K | 0.09% | −45−2.6% | Reduced |
| Gator Capital Management, LLC | 1,697 | $832.0K | 0.61% | 00.0% | Unchanged |
| Lynch & Associates | 1,690 | $829.0K | 0.20% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,669 | $819.0K | 0.52% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $817.0K | 0.06% | −30−1.8% | Reduced |
| TD Private Client Wealth LLC | 1,660 | $814.1K | 0.03% | +392+30.9% | Added |
| Meeder Asset Management Inc | 1,656 | $812.0K | 0.04% | +48+3.0% | Added |
| Baldwin Brothers Inc | 1,654 | $811.0K | 0.09% | −5−0.3% | Reduced |
| Congress Wealth Management LLC | 1,650 | $810.0K | 0.02% | −30−1.8% | Reduced |
| Neumann Capital Management, LLC | 1,650 | $809.0K | 0.34% | −100−5.7% | Reduced |
| Alpine Global Management, LLC | 1,650 | $809.0K | 0.21% | +1,650 | New |
| Vista Wealth Management Group, LLC | 1,634 | $801.0K | 0.12% | 00.0% | Unchanged |
| Swaine & Leidel Wealth Services, LLC | 801 | $801.0K | 3.91% | +801 | New |
| Second Half Financial Partners, LLC | 1,682 | $801.0K | 0.64% | +1,682 | New |
| Hohimer Wealth Management, LLC | 1,617 | $793.0K | 0.16% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,615 | $792.0K | 0.04% | −16−1.0% | Reduced |
| Orgel Wealth Management, LLC | 1,615 | $792.0K | 0.05% | 00.0% | Unchanged |
| TCWP LLC | 1,613 | $791.0K | 0.14% | +913+130.4% | Added |
| CoreCap Advisors, LLC | 1,606 | $788.0K | 0.05% | +1,266+372.4% | Added |
| Berger Financial Group, Inc | 1,602 | $786.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,597 | $783.0K | 0.04% | −30−1.8% | Reduced |
| RTD Financial Advisors, Inc. | 1,593 | $781.0K | 0.11% | −9−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,586 | $781.0K | 0.15% | −15−0.9% | Reduced |
| American Money Management, LLC | 1,590 | $780.0K | 0.21% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,588 | $779.0K | 0.54% | +12+0.8% | Added |
| Ziegler Capital Management, LLC | 1,558 | $764.0K | 0.03% | −10−0.6% | Reduced |
| Vista Investment Management | 1,548 | $759.0K | 0.42% | −6−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 1,528 | $749.0K | 0.45% | +1+0.1% | Added |
| Bank of Hawaii | 1,510 | $741.0K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,508 | $740.0K | 0.13% | +219+17.0% | Added |
| Duncker Streett & Co Inc | 1,505 | $738.0K | 0.15% | −239−13.7% | Reduced |
| CCG Wealth Management, LLC | 1,505 | $738.0K | 0.36% | 00.0% | Unchanged |