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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 21,473 | $8.88M | 2.90% | +173+0.8% | Added |
| Central Bank & Trust Co | 21,548 | $8.91M | 1.82% | +5,674+35.7% | Added |
| Old National Bancorp | 21,560 | $8.91M | 0.30% | +506+2.4% | Added |
| Brown Brothers Harriman & Co | 21,823 | $9.02M | 0.08% | +582+2.7% | Added |
| Boston Family Office LLC | 22,476 | $9.29M | 0.78% | −982−4.2% | Reduced |
| Corsicana & Co. | 22,776 | $9.42M | 7.45% | −2,284−9.1% | Reduced |
| Pegasus Partners Ltd. | 22,917 | $9.48M | 1.97% | +11,050+93.1% | Added |
| Commerce Bank | 23,215 | $9.60M | 0.08% | −60−0.3% | Reduced |
| Exchange Capital Management, Inc. | 23,812 | $9.85M | 2.15% | −583−2.4% | Reduced |
| M&T Bank Corp | 53,965 | $9.92M | 0.05% | +29,190+117.8% | Added |
| Madison Asset Management, LLC | 24,134 | $9.98M | 0.16% | −4,940−17.0% | Reduced |
| Glenmede Trust Co NA | 24,483 | $10.1M | 0.06% | +1,212+5.2% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $10.3M | 2.76% | +14,000+127.3% | Added |
| Youngs Advisory Group, Inc. | 25,024 | $10.3M | 6.35% | +793+3.3% | Added |
| First Financial Bank - Trust Division | 25,100 | $10.4M | 1.27% | −280−1.1% | Reduced |
| Pinnacle Financial Partners Inc | 25,637 | $10.6M | 0.38% | +545+2.2% | Added |
| Caldwell Trust Co | 25,769 | $10.7M | 1.47% | −618−2.3% | Reduced |
| MCF Advisors LLC | 26,038 | $10.8M | 1.14% | −240−0.9% | Reduced |
| RMB Capital Management, LLC | 26,171 | $10.8M | 0.37% | −604−2.3% | Reduced |
| Squarepoint Ops LLC | 26,397 | $10.9M | 0.10% | −4,433−14.4% | Reduced |
| Massmutual Trust Co FSB | 26,833 | $11.1M | 0.48% | +2,136+8.6% | Added |
| Linscomb & Williams, Inc. | 26,901 | $11.1M | 0.64% | −350−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,912 | $11.1M | 0.06% | +1,606+6.3% | Added |
| Dakota Wealth Management | 28,119 | $11.6M | 1.08% | −5,481−16.3% | Reduced |
| Country Club Bank | 27,904 | $11.7M | 1.08% | −1,672−5.7% | Reduced |
| Green Square Capital Advisors LLC | 28,400 | $11.7M | 2.15% | −227−0.8% | Reduced |
| American International Group, Inc. | 29,400 | $12.2M | 0.08% | +11,400+63.3% | Added |
| Yousif Capital Management, LLC | 29,876 | $12.4M | 0.16% | +16,980+131.7% | Added |
| IFG Advisors, LLC | 29,978 | $12.4M | 6.27% | +752+2.6% | Added |
| Huntington National Bank | – | $12.6M | 0.14% | – | – |
| Simmons Bank | 30,507 | $12.6M | 1.11% | −2,622−7.9% | Reduced |
| Trustmark National Bank Trust Department | 31,348 | $13.0M | 1.16% | −260−0.8% | Reduced |
| Frontier Wealth Management LLC | 31,400 | $13.0M | 0.94% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 31,376 | $13.0M | 0.04% | −1,677−5.1% | Reduced |
| Wellspring Financial Advisors, LLC | 32,010 | $13.2M | 4.61% | −7,600−19.2% | Reduced |
| Curbstone Financial Management Corp | 32,516 | $13.4M | 3.13% | −3,800−10.5% | Reduced |
| Financial Partners Capital Management LLC | 32,730 | $13.5M | 2.91% | +584+1.8% | Added |
| Janney Montgomery Scott LLC | 32,211 | $13.5M | 0.06% | +9,481+41.7% | Added |
| Comerica Bank | 31,409 | $13.6M | 0.11% | +10,682+51.5% | Added |
| Carnegie Capital Asset Management, LLC | 33,673 | $13.9M | 0.63% | −3,620−9.7% | Reduced |
| Hancock Whitney Corp | 33,920 | $14.0M | 0.56% | −755−2.2% | Reduced |
| Covington Capital Management | 35,097 | $14.5M | 0.59% | −655−1.8% | Reduced |
| BDO Wealth Advisors, LLC | 35,239 | $14.6M | 1.79% | −681−1.9% | Reduced |
| Vestor Capital, LLC | 35,477 | $14.7M | 1.78% | −672−1.9% | Reduced |
| Camden Capital, LLC | 35,622 | $14.7M | 3.84% | +499+1.4% | Added |
| Buckingham Strategic Wealth, LLC | 36,822 | $15.2M | 0.30% | +5,594+17.9% | Added |
| Johnson Investment Counsel Inc | 36,980 | $15.3M | 0.22% | −50.0% | Reduced |
| 1st Source Bank | 37,162 | $15.4M | 1.09% | −843−2.2% | Reduced |
| LCM Capital Management Inc | 37,357 | $15.4M | 15.21% | +90.0% | Added |
| Prio Wealth Limited Partnership | 39,155 | $16.2M | 0.65% | −155−0.4% | Reduced |
| Granite Bay Wealth Management, LLC | 41,124 | $17.0M | 13.19% | +1,578+4.0% | Added |
| Boston Private Wealth LLC | 42,645 | $17.6M | 0.27% | +3,225+8.2% | Added |
| SG Americas Securities, LLC | 42,751 | $17.7M | 0.24% | +29,577+224.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43,687 | $18.1M | 3.77% | +345+0.8% | Added |
| Miracle Mile Advisors, LLC | 44,556 | $18.4M | 0.87% | +16,827+60.7% | Added |
| Captrust Financial Advisors | 44,758 | $18.6M | 0.12% | −759−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 40,708 | $18.7M | 1.35% | +810+2.0% | Added |
| Cypress Capital, LLC | 45,388 | $18.8M | 2.67% | +43+0.1% | Added |
| Klingman & Associates, LLC | 45,762 | $18.9M | 1.85% | +835+1.9% | Added |
| Retirement Systems of Alabama | 46,172 | $19.1M | 0.08% | −249−0.5% | Reduced |
| Cumberland Advisors Inc | 46,195 | $19.1M | 6.34% | −3,660−7.3% | Reduced |
| Oldfather Financial Services, LLC | 44,409 | $19.8M | 11.29% | −112−0.3% | Reduced |
| Clearstead Advisors, LLC | 48,600 | $20.1M | 1.57% | +110.0% | Added |
| Financial Advisory Group | 48,717 | $20.1M | 4.28% | +48+0.1% | Added |
| Bessemer Group Inc | 49,425 | $20.4M | 0.05% | +14,024+39.6% | Added |
| Ascent Wealth Partners, LLC | 53,874 | $22.3M | 5.01% | +641+1.2% | Added |
| Moreno Evelyn V | 54,454 | $22.5M | 5.25% | −3,916−6.7% | Reduced |
| Corient Capital Partners, LLC | 54,533 | $22.5M | 1.71% | −2,236−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,192 | $22.9M | 0.46% | −230.0% | Reduced |
| Bartlett & Co. LLC | 55,192 | $22.9M | 0.46% | −230.0% | Reduced |
| Smith, Moore & Co. | 56,176 | $23.2M | 3.58% | −1,238−2.2% | Reduced |
| BlackRock Inc. | 57,486 | $23.8M | 0.00% | −9,851−14.6% | Reduced |
| Heritage Investors Management Corp | 58,693 | $24.3M | 1.14% | −859−1.4% | Reduced |
| Baird Financial Group, Inc. | 59,787 | $24.7M | 0.07% | −860−1.4% | Reduced |
| Conning Inc. | 59,907 | $24.8M | 0.74% | +1,684+2.9% | Added |
| Gofen & Glossberg LLC | 60,080 | $24.8M | 0.66% | −419−0.7% | Reduced |
| Stifel Financial Corp | 62,664 | $25.9M | 0.04% | +16,532+35.8% | Added |
| MetLife Investment Management | 63,500 | $26.3M | 0.20% | −40,800−39.1% | Reduced |
| Waldron Private Wealth LLC | 63,960 | $26.5M | 1.49% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 66,122 | $27.3M | 0.62% | −2,308−3.4% | Reduced |
| Pittenger & Anderson Inc | 66,646 | $27.6M | 1.61% | −152−0.2% | Reduced |
| Envestnet Asset Management Inc | 67,083 | $27.7M | 0.02% | −3,831−5.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,389 | $27.9M | 1.15% | −115−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 67,676 | $28.0M | 0.06% | +6,597+10.8% | Added |
| Citizens Financial Group Inc | 68,648 | $28.4M | 1.19% | −5,084−6.9% | Reduced |
| Barclays PLC | 69,132 | $28.6M | 0.03% | −25,530−27.0% | Reduced |
| Pinnacle Associates Ltd | 69,441 | $28.7M | 0.63% | −192−0.3% | Reduced |
| Victory Capital Management Inc | 75,108 | $31.1M | 0.04% | +14,175+23.3% | Added |
| Financial Counselors Inc | 75,120 | $31.1M | 0.73% | +675+0.9% | Added |
| Henshaw Capital LLC | 75,150 | $31.1M | 2.15% | 00.0% | Unchanged |
| Hyman Charles D | 75,217 | $31.1M | 2.26% | −305−0.4% | Reduced |
| Blair William & Co | 76,685 | $31.7M | 0.14% | +3,632+5.0% | Added |
| Susquehanna International Group, LLP | 77,094 | $31.9M | 0.07% | +17,925+30.3% | Added |
| First Hawaiian Bank | 81,574 | $33.7M | 1.22% | +1,190+1.5% | Added |
| JPMorgan Chase & Co | 83,561 | $34.6M | 0.01% | −25,354−23.3% | Reduced |
| Mariner, LLC | 84,274 | $34.8M | 0.14% | +837+1.0% | Added |
| Portland Global Advisors LLC | 85,631 | $35.4M | 6.78% | −1,152−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 90,306 | $37.3M | 0.08% | −10,614−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 90,867 | $37.6M | 0.10% | +3,468+4.0% | Added |
| Washington Trust Co | 92,230 | $38.1M | 1.79% | −2,678−2.8% | Reduced |