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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 1,497 | $734.0K | 0.04% | −40−2.6% | Reduced |
| Quadrant Capital Group LLC | 1,497 | $734.0K | 0.09% | −25−1.6% | Reduced |
| Brookstone Capital Management | 1,544 | $733.0K | 0.01% | −1,187−43.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,529 | $730.0K | 0.11% | −402−20.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,478 | $725.0K | 0.12% | −175−10.6% | Reduced |
| Arkadios Wealth Advisors | 1,476 | $724.0K | 0.10% | −74−4.8% | Reduced |
| Bank of Stockton | 1,475 | $723.0K | 0.23% | +1,475 | New |
| Fortress Wealth Group, LLC | 1,467 | $719.0K | 0.56% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $715.0K | 0.29% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,452 | $712.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,450 | $711.0K | 0.18% | +750+107.1% | Added |
| First National Bank Sioux Falls | 1,445 | $709.0K | 0.74% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,442 | $707.0K | 0.13% | −9−0.6% | Reduced |
| Park National Corp | 1,434 | $703.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 1,430 | $701.0K | 0.34% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $693.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,413 | $693.0K | 0.36% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,411 | $692.0K | 0.04% | −25−1.7% | Reduced |
| Great Lakes Advisors, LLC | 1,403 | $688.0K | 0.01% | −255−15.4% | Reduced |
| Financial Advocates Investment Management | 1,399 | $687.0K | 0.05% | −14−1.0% | Reduced |
| Breiter Capital Management Inc | 1,400 | $687.0K | 0.34% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,398 | $686.0K | 0.05% | +572+69.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,399 | $686.0K | 0.15% | +897+178.7% | Added |
| River Wealth Advisors LLC | 1,393 | $683.0K | 0.11% | +98+7.6% | Added |
| Leisure Capital Management | 1,390 | $682.0K | 0.34% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $681.0K | 0.04% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,381 | $677.0K | 0.54% | −213−13.4% | Reduced |
| Fca Corp | 1,380 | $677.0K | 0.24% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,374 | $674.0K | 0.40% | −10−0.7% | Reduced |
| Wealth Architects, LLC | 1,373 | $673.0K | 0.11% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,368 | $671.0K | 0.14% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,368 | $671.0K | 0.50% | +4+0.3% | Added |
| Appleton Partners Inc | 1,358 | $666.0K | 0.05% | +68+5.3% | Added |
| Halpern Financial, Inc. | 1,358 | $665.8K | 0.25% | +1,062+358.8% | Added |
| Round Rock Advisors, LLC | 1,354 | $664.0K | 0.27% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,350 | $662.0K | 0.05% | −15,856−92.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,343 | $660.0K | 0.25% | +375+38.7% | Added |
| Beck Bode, LLC | 1,337 | $656.0K | 0.15% | +1,337 | New |
| Independent Financial Group, LLC | 1,334 | $654.3K | 0.05% | −35−2.6% | Reduced |
| Roof Eidam & Maycock | 1,333 | $654.0K | 0.21% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,333 | $653.8K | 0.29% | −185−12.2% | Reduced |
| Pinnacle Private Wealth, LLC | 1,327 | $651.0K | 0.20% | +5+0.4% | Added |
| Sequoia Financial Advisors, LLC | 1,319 | $647.0K | 0.02% | −169−11.4% | Reduced |
| Long Road Investment Counsel, LLC | 1,315 | $645.0K | 0.29% | +170+14.8% | Added |
| Aj Wealth Strategies, LLC | 1,307 | $641.0K | 0.03% | +828+172.9% | Added |
| Certified Advisory Corp | 1,299 | $637.0K | 0.14% | +2+0.2% | Added |
| BLB&B Advisors, LLC | 1,294 | $635.0K | 0.04% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,285 | $630.0K | 0.18% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,281 | $628.0K | 0.01% | −60−4.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,276 | $626.0K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,269 | $622.0K | 0.04% | +102+8.7% | Added |
| Roberts Glore & Co Inc | 1,266 | $621.0K | 0.18% | −20−1.6% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $613.0K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,247 | $612.0K | 0.02% | −480−27.8% | Reduced |
| Miramar Capital, LLC | 1,246 | $611.0K | 0.17% | +753+152.7% | Added |
| Pitcairn Co | 1,246 | $611.0K | 0.05% | +1,246 | New |
| Essex Financial Services, Inc. | 1,242 | $609.0K | 0.06% | −20−1.6% | Reduced |
| American Trust | 1,241 | $608.0K | 0.04% | +688+124.4% | Added |
| Private Ocean, LLC | 1,235 | $606.0K | 0.08% | −6−0.5% | Reduced |
| Neuberger Berman Group LLC | 1,223 | $600.0K | 0.00% | −101−7.6% | Reduced |
| Nicollet Investment Management, Inc. | 1,213 | $595.0K | 0.26% | −40−3.2% | Reduced |
| Bragg Financial Advisors, Inc | 1,211 | $594.0K | 0.03% | +59+5.1% | Added |
| Diversified Trust Co | 1,207 | $592.0K | 0.02% | +187+18.3% | Added |
| Exencial Wealth Advisors, LLC | 1,206 | $591.0K | 0.03% | +100+9.0% | Added |
| Altium Wealth Management LLC | 1,196 | $587.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $572.0K | 0.15% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,167 | $572.0K | 0.03% | +32+2.8% | Added |
| Encompass Wealth Advisors, LLC | 1,160 | $569.0K | 0.14% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,154 | $568.4K | 0.19% | +62+5.7% | Added |
| Evoke Wealth, LLC | 1,150 | $567.0K | 0.02% | +1+0.1% | Added |
| Triumph Capital Management | 1,153 | $565.0K | 0.24% | −4,396−79.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,150 | $564.0K | 0.03% | +1,150 | New |
| WealthShield Partners, LLC | 1,145 | $563.0K | 0.09% | −975−46.0% | Reduced |
| Kanawha Capital Management LLC | 1,145 | $562.0K | 0.05% | −20−1.7% | Reduced |
| Geneos Wealth Management Inc. | 1,136 | $557.0K | 0.02% | −415−26.8% | Reduced |
| Pacific Sun Financial Corp | 1,130 | $554.0K | 0.30% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,115 | $548.0K | 0.15% | +540+93.9% | Added |
| Bickling Financial Services, Inc. | 1,115 | $547.0K | 0.28% | +2+0.2% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $537.0K | 0.03% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $530.0K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,080 | $530.0K | 0.03% | +11+1.0% | Added |
| Koss-Olinger Consulting, LLC | 1,079 | $529.0K | 0.09% | +407+60.6% | Added |
| JNBA Financial Advisors | 1,077 | $528.0K | 0.07% | −98−8.3% | Reduced |
| Fagan Associates, Inc. | 1,066 | $523.0K | 0.11% | −50−4.5% | Reduced |
| Boothbay Fund Management, LLC | 1,067 | $523.0K | 0.02% | +489+84.6% | Added |
| ProVise Management Group, LLC | 1,052 | $516.0K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,047 | $514.0K | 0.16% | −120−10.3% | Reduced |
| Financial Advisory Service, Inc. | 1,044 | $512.0K | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,038 | $509.0K | 0.11% | −773−42.7% | Reduced |
| Sageworth Trust Co | 1,035 | $508.0K | 0.04% | −38−3.5% | Reduced |
| First National Bank of Omaha | 1,024 | $502.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $500.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,009 | $498.2K | 0.08% | +1+0.1% | Added |
| Missouri Trust & Investment Co | 1,008 | $494.0K | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 955 | $494.0K | 0.03% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,003 | $492.0K | 0.13% | +3+0.3% | Added |
| O'Brien Greene & Co. Inc | 1,002 | $491.0K | 0.16% | −75−7.0% | Reduced |
| Rathbone Brothers plc | 1,000 | $490.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $490.0K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 994 | $488.0K | 0.09% | 00.0% | Unchanged |