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, Q2 2022
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,040
- −41 vs. Q1 2022
- Shares held
- 24.5M
- −215.2K (−0.9%) vs. Q1 2022
- Total value
- $10.1B
- −$1.98B (−16.3%) vs. Q1 2022
- New holders
- 71
- 283 more added
- Sold out
- 112
- 364 more reduced
20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,016,323 | $833.7M | 0.10% | −197,379−8.9% | Reduced |
| Wells Fargo & Company | 1,659,239 | $686.1M | 0.22% | −550.0% | Reduced |
| Goldman Sachs Group Inc | 1,347,988 | $557.4M | 0.16% | +291,433+27.6% | Added |
| Northern Trust Corp | 1,236,564 | $511.3M | 0.11% | −36,467−2.9% | Reduced |
| US Bancorp | 1,103,812 | $456.4M | 0.88% | −14,354−1.3% | Reduced |
| Veritable, L.P. | 1,010,720 | $417.9M | 7.54% | +1310.0% | Added |
| Morgan Stanley | 970,124 | $401.1M | 0.05% | −149,094−13.3% | Reduced |
| The PNC Financial Services Group, Inc. | 836,578 | $345.9M | 0.34% | −14,381−1.7% | Reduced |
| UBS Group AG | 600,047 | $248.1M | 0.13% | −77,764−11.5% | Reduced |
| Bank of Montreal | 466,834 | $198.7M | 0.14% | +41,326+9.7% | Added |
| Creative Planning | 450,196 | $186.2M | 0.31% | +310,237+221.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 380,000 | $157.1M | 0.73% | 00.0% | Unchanged |
| Raymond James & Associates | 350,153 | $144.8M | 0.14% | −3,666−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 300,993 | $124.6M | 0.39% | +166,786+124.3% | Added |
| Arvest Trust Co N A | 294,019 | $121.6M | 7.96% | −1,125−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 285,067 | $117.9M | 0.27% | +88,106+44.7% | Added |
| Royal Bank of Canada | 254,912 | $105.4M | 0.03% | −43,820−14.7% | Reduced |
| Conservest Capital Advisors, Inc. | 238,520 | $98.6M | 12.28% | +3,898+1.7% | Added |
| First Republic Investment Management, Inc. | 236,172 | $97.7M | 0.25% | +3,347+1.4% | Added |
| Bank of New York Mellon Corp | 216,257 | $89.4M | 0.02% | −9,572−4.2% | Reduced |
| MAI Capital Management | 207,455 | $85.8M | 1.65% | +5,499+2.7% | Added |
| Citigroup Inc | 161,596 | $66.8M | 0.09% | −50,881−23.9% | Reduced |
| Whittier Trust Co | 159,101 | $65.8M | 1.33% | −1,816−1.1% | Reduced |
| Welch & Forbes LLC | 158,924 | $65.7M | 1.20% | +1,626+1.0% | Added |
| LPL Financial LLC | 152,450 | $63.0M | 0.06% | −7,972−5.0% | Reduced |
| Truist Financial Corp | 143,005 | $59.1M | 0.11% | +43,620+43.9% | Added |
| FineMark National Bank & Trust | 142,470 | $58.9M | 2.71% | +3,921+2.8% | Added |
| HighTower Advisors, LLC | 137,802 | $57.0M | 0.15% | +50.0% | Added |
| Brown Advisory Inc | 137,497 | $56.9M | 0.11% | −294−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,853 | $55.3M | 0.10% | +1,888+1.4% | Added |
| Waddell & Associates, LLC | 131,017 | $54.2M | 11.03% | −68−0.1% | Reduced |
| Montag A & Associates Inc | 114,567 | $47.5M | 3.07% | −1,091−0.9% | Reduced |
| Alliancebernstein L.P. | 114,620 | $47.4M | 0.02% | −188,648−62.2% | Reduced |
| Eaton Vance Management | 111,208 | $46.0M | 0.06% | −400.0% | Reduced |
| Hills Bank & Trust Co | 110,086 | $45.5M | 7.40% | +6,029+5.8% | Added |
| Sandy Spring Bank | 105,553 | $43.6M | 2.62% | −1,373−1.3% | Reduced |
| State Street Corp | 104,467 | $43.2M | 0.00% | −905−0.9% | Reduced |
| Credit Suisse AG | 100,642 | $41.6M | 0.04% | +5,528+5.8% | Added |
| Ameriprise Financial Inc | 100,278 | $41.5M | 0.01% | −11,848−10.6% | Reduced |
| Washington Trust Co | 92,230 | $38.1M | 1.79% | −2,678−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 90,867 | $37.6M | 0.10% | +3,468+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 90,306 | $37.3M | 0.08% | −10,614−10.5% | Reduced |
| Portland Global Advisors LLC | 85,631 | $35.4M | 6.78% | −1,152−1.3% | Reduced |
| Mariner, LLC | 84,274 | $34.8M | 0.14% | +837+1.0% | Added |
| JPMorgan Chase & Co | 83,561 | $34.6M | 0.01% | −25,354−23.3% | Reduced |
| First Hawaiian Bank | 81,574 | $33.7M | 1.22% | +1,190+1.5% | Added |
| Susquehanna International Group, LLP | 77,094 | $31.9M | 0.07% | +17,925+30.3% | Added |
| Blair William & Co | 76,685 | $31.7M | 0.14% | +3,632+5.0% | Added |
| Hyman Charles D | 75,217 | $31.1M | 2.26% | −305−0.4% | Reduced |
| Henshaw Capital LLC | 75,150 | $31.1M | 2.15% | 00.0% | Unchanged |
| Financial Counselors Inc | 75,120 | $31.1M | 0.73% | +675+0.9% | Added |
| Victory Capital Management Inc | 75,108 | $31.1M | 0.04% | +14,175+23.3% | Added |
| Pinnacle Associates Ltd | 69,441 | $28.7M | 0.63% | −192−0.3% | Reduced |
| Barclays PLC | 69,132 | $28.6M | 0.03% | −25,530−27.0% | Reduced |
| Citizens Financial Group Inc | 68,648 | $28.4M | 1.19% | −5,084−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 67,676 | $28.0M | 0.06% | +6,597+10.8% | Added |
| Whittier Trust Co of Nevada Inc | 67,389 | $27.9M | 1.15% | −115−0.2% | Reduced |
| Envestnet Asset Management Inc | 67,083 | $27.7M | 0.02% | −3,831−5.4% | Reduced |
| Pittenger & Anderson Inc | 66,646 | $27.6M | 1.61% | −152−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 66,122 | $27.3M | 0.62% | −2,308−3.4% | Reduced |
| Waldron Private Wealth LLC | 63,960 | $26.5M | 1.49% | 00.0% | Unchanged |
| MetLife Investment Management | 63,500 | $26.3M | 0.20% | −40,800−39.1% | Reduced |
| Stifel Financial Corp | 62,664 | $25.9M | 0.04% | +16,532+35.8% | Added |
| Gofen & Glossberg LLC | 60,080 | $24.8M | 0.66% | −419−0.7% | Reduced |
| Conning Inc. | 59,907 | $24.8M | 0.74% | +1,684+2.9% | Added |
| Baird Financial Group, Inc. | 59,787 | $24.7M | 0.07% | −860−1.4% | Reduced |
| Heritage Investors Management Corp | 58,693 | $24.3M | 1.14% | −859−1.4% | Reduced |
| BlackRock Inc. | 57,486 | $23.8M | 0.00% | −9,851−14.6% | Reduced |
| Smith, Moore & Co. | 56,176 | $23.2M | 3.58% | −1,238−2.2% | Reduced |
| Bartlett & Co. LLC | 55,192 | $22.9M | 0.46% | −230.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,192 | $22.9M | 0.46% | −230.0% | Reduced |
| Corient Capital Partners, LLC | 54,533 | $22.5M | 1.71% | −2,236−3.9% | Reduced |
| Moreno Evelyn V | 54,454 | $22.5M | 5.25% | −3,916−6.7% | Reduced |
| Ascent Wealth Partners, LLC | 53,874 | $22.3M | 5.01% | +641+1.2% | Added |
| Bessemer Group Inc | 49,425 | $20.4M | 0.05% | +14,024+39.6% | Added |
| Financial Advisory Group | 48,717 | $20.1M | 4.28% | +48+0.1% | Added |
| Clearstead Advisors, LLC | 48,600 | $20.1M | 1.57% | +110.0% | Added |
| Oldfather Financial Services, LLC | 44,409 | $19.8M | 11.29% | −112−0.3% | Reduced |
| Cumberland Advisors Inc | 46,195 | $19.1M | 6.34% | −3,660−7.3% | Reduced |
| Retirement Systems of Alabama | 46,172 | $19.1M | 0.08% | −249−0.5% | Reduced |
| Klingman & Associates, LLC | 45,762 | $18.9M | 1.85% | +835+1.9% | Added |
| Cypress Capital, LLC | 45,388 | $18.8M | 2.67% | +43+0.1% | Added |
| Chicago Partners Investment Group LLC | 40,708 | $18.7M | 1.35% | +810+2.0% | Added |
| Captrust Financial Advisors | 44,758 | $18.6M | 0.12% | −759−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 44,556 | $18.4M | 0.87% | +16,827+60.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43,687 | $18.1M | 3.77% | +345+0.8% | Added |
| SG Americas Securities, LLC | 42,751 | $17.7M | 0.24% | +29,577+224.5% | Added |
| Boston Private Wealth LLC | 42,645 | $17.6M | 0.27% | +3,225+8.2% | Added |
| Granite Bay Wealth Management, LLC | 41,124 | $17.0M | 13.19% | +1,578+4.0% | Added |
| Prio Wealth Limited Partnership | 39,155 | $16.2M | 0.65% | −155−0.4% | Reduced |
| LCM Capital Management Inc | 37,357 | $15.4M | 15.21% | +90.0% | Added |
| 1st Source Bank | 37,162 | $15.4M | 1.09% | −843−2.2% | Reduced |
| Johnson Investment Counsel Inc | 36,980 | $15.3M | 0.22% | −50.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 36,822 | $15.2M | 0.30% | +5,594+17.9% | Added |
| Camden Capital, LLC | 35,622 | $14.7M | 3.84% | +499+1.4% | Added |
| Vestor Capital, LLC | 35,477 | $14.7M | 1.78% | −672−1.9% | Reduced |
| BDO Wealth Advisors, LLC | 35,239 | $14.6M | 1.79% | −681−1.9% | Reduced |
| Covington Capital Management | 35,097 | $14.5M | 0.59% | −655−1.8% | Reduced |
| Hancock Whitney Corp | 33,920 | $14.0M | 0.56% | −755−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,673 | $13.9M | 0.63% | −3,620−9.7% | Reduced |