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 |
|---|---|---|---|---|---|
| Coastal Capital Group, Inc. | 211 | $87.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $91.0K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 222 | $92.0K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $95.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 235 | $97.2K | 0.01% | +235 | New |
| Signaturefd, LLC | 237 | $98.0K | 0.00% | +1+0.4% | Added |
| Asset Dedication, LLC | 237 | $98.0K | 0.01% | +150+172.4% | Added |
| Aua Capital Management, LLC | 250 | $103.0K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $103.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $104.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $104.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 259 | $107.0K | 0.05% | +1+0.4% | Added |
| Contravisory Investment Management, Inc. | 264 | $109.0K | 0.04% | +17+6.9% | Added |
| Tilia Fiduciary Partners, Inc. | 272 | $114.0K | 0.11% | −41−13.1% | Reduced |
| SeaCrest Wealth Management, LLC | 294 | $122.0K | 0.02% | +294 | New |
| Winch Advisory Services, LLC | 319 | $132.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 290 | $133.0K | 0.04% | +290 | New |
| FourThought Financial, LLC | 325 | $134.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 330 | $136.5K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 326 | $137.0K | 0.01% | −449−57.9% | Reduced |
| CoreCap Advisors, LLC | 334 | $138.0K | 0.01% | −1,272−79.2% | Reduced |
| Tyler-Stone Wealth Management | 335 | $139.0K | 0.09% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $145.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 367 | $152.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 329 | $161.0K | 0.00% | +329 | New |
| ACG Wealth | 431 | $178.0K | 0.04% | +1+0.2% | Added |
| Mascoma Wealth Management LLC | 438 | $181.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 444 | $184.0K | 0.19% | −17−3.7% | Reduced |
| BerganKDV Wealth Management, LLC | 444 | $184.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 449 | $186.0K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 457 | $189.0K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 462 | $191.0K | 0.02% | −29−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 461 | $191.0K | 0.03% | −1−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 475 | $196.0K | 0.08% | −75−13.6% | Reduced |
| Hanson & Doremus Investment Management | 475 | $196.0K | 0.05% | −25−5.0% | Reduced |
| Guidance Point Advisors, LLC | 485 | $200.0K | 0.09% | +1+0.2% | Added |
| Mather Group, LLC. | 487 | $201.0K | 0.00% | −6−1.2% | Reduced |
| Level Four Advisory Services, LLC | 485 | $201.0K | 0.02% | +10+2.1% | Added |
| Woodmont Investment Counsel LLC | 485 | $201.0K | 0.02% | +46+10.5% | Added |
| Schechter Investment Advisors, LLC | 485 | $201.0K | 0.02% | +485 | New |
| Grant/GrossMendelsohn, LLC | 486 | $202.0K | 0.11% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 488 | $202.0K | 0.10% | −5−1.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 493 | $204.0K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 496 | $205.0K | 0.00% | −9−1.8% | Reduced |
| Heritage Trust Co | 496 | $205.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $205.0K | 0.22% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 497 | $206.0K | 0.12% | −13−2.5% | Reduced |
| Fusion Family Wealth LLC | 500 | $207.0K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $207.0K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $207.0K | 0.05% | 00.0% | Unchanged |
| J2 Capital Management Inc | 500 | $207.0K | 0.32% | +500 | New |
| Pachira Investments Inc. | 503 | $208.0K | 0.32% | −39,077−98.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 504 | $208.4K | 0.00% | −50−9.0% | Reduced |
| Parkside Financial Bank & Trust | 505 | $209.0K | 0.06% | −10−1.9% | Reduced |
| Sanford Advisory Services, LLC | 508 | $210.0K | 0.06% | 00.0% | Unchanged |
| Norway Savings Bank | 510 | $211.0K | 0.11% | −40−7.3% | Reduced |
| KWMG, LLC | 515 | $213.0K | 0.03% | +7+1.4% | Added |
| Tarbox Family Office, Inc. | 522 | $216.0K | 0.05% | 00.0% | Unchanged |
| Sensible Financial Planning & Management, LLC. | 523 | $216.0K | 0.05% | +523 | New |
| Advisor Resource Council | 521 | $216.0K | 0.02% | +521 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $217.0K | 0.07% | 00.0% | Unchanged |
| Burt Wealth Advisors | 525 | $217.0K | 0.08% | 00.0% | Unchanged |
| Security National Bank | 531 | $220.0K | 0.06% | −50−8.6% | Reduced |
| Ellis Investment Partners, LLC | 532 | $220.0K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $220.0K | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $220.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 535 | $221.0K | 0.13% | −422−44.1% | Reduced |
| Hilltop Holdings Inc. | 535 | $221.0K | 0.03% | −91−14.5% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $222.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 540 | $223.0K | 0.09% | −6−1.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 542 | $224.0K | 0.10% | −226−29.4% | Reduced |
| Resources Management Corp | 546 | $226.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $226.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 546 | $226.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 552 | $228.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 552 | $228.0K | 0.01% | +552 | New |
| Octavia Wealth Advisors, LLC | 551 | $229.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 553 | $229.0K | 0.03% | +553 | New |
| Abbrea Capital, LLC | 555 | $230.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 557 | $230.0K | 0.08% | +45+8.8% | Added |
| Gryphon Financial Partners LLC | 559 | $231.0K | 0.06% | +75+15.5% | Added |
| Strategic Wealth Partners Group LLC | 560 | $231.0K | 0.05% | +108+23.9% | Added |
| Laidlaw Wealth Management LLC | 560 | $232.0K | 0.05% | −57−9.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 561 | $232.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $232.0K | 0.14% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 565 | $233.6K | 0.11% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $234.0K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 565 | $234.0K | 0.11% | +1+0.2% | Added |
| Echo Wealth Management, LLC | 552 | $234.0K | 0.31% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $235.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 570 | $236.0K | 0.01% | −127−18.2% | Reduced |
| Dividend Assets Capital, LLC | 571 | $236.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 574 | $237.0K | 0.02% | −541−48.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 576 | $238.0K | 0.00% | −106−15.5% | Reduced |
| Heritage Investment Group, Inc. | 575 | $238.0K | 0.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 576 | $238.0K | 0.01% | +576 | New |
| Keeler Thomas Management LLC | 577 | $239.0K | 0.12% | −19−3.2% | Reduced |
| Investment Partners, Ltd. | 577 | $239.0K | 0.12% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $239.0K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $240.0K | 0.01% | +580 | New |