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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 100,278 | $41.5M | 0.01% | −11,848−10.6% | Reduced |
| Credit Suisse AG | 100,642 | $41.6M | 0.04% | +5,528+5.8% | Added |
| State Street Corp | 104,467 | $43.2M | 0.00% | −905−0.9% | Reduced |
| Sandy Spring Bank | 105,553 | $43.6M | 2.62% | −1,373−1.3% | Reduced |
| Hills Bank & Trust Co | 110,086 | $45.5M | 7.40% | +6,029+5.8% | Added |
| Eaton Vance Management | 111,208 | $46.0M | 0.06% | −400.0% | Reduced |
| Alliancebernstein L.P. | 114,620 | $47.4M | 0.02% | −188,648−62.2% | Reduced |
| Montag A & Associates Inc | 114,567 | $47.5M | 3.07% | −1,091−0.9% | Reduced |
| Waddell & Associates, LLC | 131,017 | $54.2M | 11.03% | −68−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,853 | $55.3M | 0.10% | +1,888+1.4% | Added |
| Brown Advisory Inc | 137,497 | $56.9M | 0.11% | −294−0.2% | Reduced |
| HighTower Advisors, LLC | 137,802 | $57.0M | 0.15% | +50.0% | Added |
| FineMark National Bank & Trust | 142,470 | $58.9M | 2.71% | +3,921+2.8% | Added |
| Truist Financial Corp | 143,005 | $59.1M | 0.11% | +43,620+43.9% | Added |
| LPL Financial LLC | 152,450 | $63.0M | 0.06% | −7,972−5.0% | Reduced |
| Welch & Forbes LLC | 158,924 | $65.7M | 1.20% | +1,626+1.0% | Added |
| Whittier Trust Co | 159,101 | $65.8M | 1.33% | −1,816−1.1% | Reduced |
| Citigroup Inc | 161,596 | $66.8M | 0.09% | −50,881−23.9% | Reduced |
| MAI Capital Management | 207,455 | $85.8M | 1.65% | +5,499+2.7% | Added |
| Bank of New York Mellon Corp | 216,257 | $89.4M | 0.02% | −9,572−4.2% | Reduced |
| First Republic Investment Management, Inc. | 236,172 | $97.7M | 0.25% | +3,347+1.4% | Added |
| Conservest Capital Advisors, Inc. | 238,520 | $98.6M | 12.28% | +3,898+1.7% | Added |
| Royal Bank of Canada | 254,912 | $105.4M | 0.03% | −43,820−14.7% | Reduced |
| BNP Paribas Arbitrage, SA | 285,067 | $117.9M | 0.27% | +88,106+44.7% | Added |
| Arvest Trust Co N A | 294,019 | $121.6M | 7.96% | −1,125−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 300,993 | $124.6M | 0.39% | +166,786+124.3% | Added |
| Raymond James & Associates | 350,153 | $144.8M | 0.14% | −3,666−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 380,000 | $157.1M | 0.73% | 00.0% | Unchanged |
| Creative Planning | 450,196 | $186.2M | 0.31% | +310,237+221.7% | Added |
| Bank of Montreal | 466,834 | $198.7M | 0.14% | +41,326+9.7% | Added |
| UBS Group AG | 600,047 | $248.1M | 0.13% | −77,764−11.5% | Reduced |
| The PNC Financial Services Group, Inc. | 836,578 | $345.9M | 0.34% | −14,381−1.7% | Reduced |
| Morgan Stanley | 970,124 | $401.1M | 0.05% | −149,094−13.3% | Reduced |
| Veritable, L.P. | 1,010,720 | $417.9M | 7.54% | +1310.0% | Added |
| US Bancorp | 1,103,812 | $456.4M | 0.88% | −14,354−1.3% | Reduced |
| Northern Trust Corp | 1,236,564 | $511.3M | 0.11% | −36,467−2.9% | Reduced |
| Goldman Sachs Group Inc | 1,347,988 | $557.4M | 0.16% | +291,433+27.6% | Added |
| Wells Fargo & Company | 1,659,239 | $686.1M | 0.22% | −550.0% | Reduced |
| Bank of America Corp | 2,016,323 | $833.7M | 0.10% | −197,379−8.9% | Reduced |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −53,671−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,071−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −18,919−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −16,698−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −16,160−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −15,660−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −14,833−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −11,493−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −8,726−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −7,734−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −6,519−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −4,377−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Smart Portfolios, LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| CPWM, LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Lionsbridge Wealth Management LLC | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| First National Bank Sioux Falls | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Ghe, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Security Financial Services, INC. | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| 3EDGE Asset Management, LP | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Asset Planning Corporation | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Concentric Wealth Management, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Rodgers & Associates, LTD | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |