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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 584 | $241.0K | 0.03% | −21−3.5% | Reduced |
| Paragon Capital Management LLC | 582 | $241.0K | 0.14% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 585 | $242.0K | 0.02% | −118−16.8% | Reduced |
| Platte River Wealth Advisors, LLC | 585 | $242.0K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 585 | $242.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 592 | $246.0K | 0.19% | −55−8.5% | Reduced |
| Glenview Trust Co | 595 | $246.0K | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 595 | $246.0K | 0.00% | +160+36.8% | Added |
| SPC Financial, Inc. | 600 | $248.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $248.0K | 0.18% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $248.0K | 0.04% | +600 | New |
| Mendel Money Management | 601 | $249.0K | 0.15% | −35−5.5% | Reduced |
| Eagle Strategies LLC | 604 | $250.0K | 0.09% | +604 | New |
| Shaker Investments LLC | 608 | $251.0K | 0.16% | −27−4.3% | Reduced |
| Peterson Financial Group, Inc. | 612 | $252.9K | 0.24% | −12−1.9% | Reduced |
| Morris Retirement Advisors, LLC | 614 | $254.0K | 0.22% | 00.0% | Unchanged |
| Ascent Group, LLC | 557 | $255.0K | 0.03% | −34−5.8% | Reduced |
| Verdence Capital Advisors LLC | 617 | $255.0K | 0.03% | +38+6.6% | Added |
| Carlson Capital Management | 619 | $256.0K | 0.02% | −109−15.0% | Reduced |
| Arete Wealth Advisors, LLC | 617 | $256.0K | 0.03% | +617 | New |
| Signet Financial Management, LLC | 621 | $257.0K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 625 | $258.0K | 0.03% | −55−8.1% | Reduced |
| Etfidea, LLC | 631 | $260.9K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $261.0K | 0.16% | +629 | New |
| Saxon Interests, Inc. | 631 | $261.0K | 0.16% | −25−3.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 635 | $263.0K | 0.12% | 00.0% | Unchanged |
| South State Corp. | 640 | $265.0K | 0.02% | −141−18.1% | Reduced |
| Hall Kathryn A. | 645 | $267.0K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 645 | $267.0K | 0.01% | +31+5.0% | Added |
| Jennison Associates LLC | 648 | $268.0K | 0.00% | −2,773−81.1% | Reduced |
| Financial Partners Group, Inc | 648 | $268.0K | 0.07% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $269.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 655 | $271.0K | 0.05% | −1−0.2% | Reduced |
| Trust Co | 655 | $271.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 657 | $272.0K | 0.05% | −3−0.5% | Reduced |
| Baldrige Asset Management LLC | 658 | $272.0K | 0.12% | 00.0% | Unchanged |
| WP Advisors, LLC | 659 | $272.0K | 0.12% | +2+0.3% | Added |
| Bedel Financial Consulting, Inc. | 657 | $272.0K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 660 | $273.0K | 0.01% | −208−24.0% | Reduced |
| Dohj, LLC | 659 | $273.0K | 0.16% | 00.0% | Unchanged |
| American Trust | 662 | $274.0K | 0.02% | −579−46.7% | Reduced |
| Donaldson Capital Management, LLC | 662 | $274.0K | 0.01% | −50−7.0% | Reduced |
| TFG Advisers LLC | 668 | $276.0K | 0.15% | +1+0.1% | Added |
| Paulson Wealth Management Inc. | 670 | $277.0K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $279.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 679 | $281.0K | 0.04% | −1−0.1% | Reduced |
| McIlrath & Eck, LLC | 679 | $281.0K | 0.09% | +3+0.4% | Added |
| Foundations Investment Advisors, LLC | 676 | $281.0K | 0.01% | +676 | New |
| Carret Asset Management, LLC | 683 | $282.0K | 0.04% | −11−1.6% | Reduced |
| Redmont Wealth Advisors LLC | 685 | $283.0K | 0.35% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 689 | $285.0K | 0.10% | +8+1.2% | Added |
| ICW Investment Advisors LLC | 691 | $286.0K | 0.18% | −77−10.0% | Reduced |
| Clearwater Capital Advisors, LLC | 691 | $286.0K | 0.04% | 00.0% | Unchanged |
| TCWP LLC | 700 | $289.0K | 0.06% | −913−56.6% | Reduced |
| Group One Trading, L.P. | 700 | $289.0K | 0.01% | +700 | New |
| Point72 Asset Management, L.P. | 700 | $289.0K | 0.00% | +700 | New |
| Bensler, LLC | 699 | $289.0K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $290.0K | 0.23% | −25−3.4% | Reduced |
| Almanack Investment Partners, LLC. | 700 | $290.0K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $290.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 705 | $291.0K | 0.15% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 706 | $292.0K | 0.06% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 705 | $292.0K | 0.00% | +2+0.3% | Added |
| Citadel Advisors LLC | 712 | $294.0K | 0.00% | −33,229−97.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 712 | $294.0K | 0.17% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 712 | $294.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $294.0K | 0.29% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $294.0K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 711 | $294.0K | 0.03% | +10+1.4% | Added |
| Cortland Associates Inc | 714 | $295.0K | 0.05% | −264−27.0% | Reduced |
| O'Brien Greene & Co. Inc | 720 | $298.0K | 0.11% | −282−28.1% | Reduced |
| Trust Co of Vermont | 720 | $298.0K | 0.02% | −20−2.7% | Reduced |
| Novare Capital Management LLC | 722 | $299.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 724 | $299.0K | 0.01% | +236+48.4% | Added |
| United Community Bank | 724 | $299.4K | 0.32% | −174−19.4% | Reduced |
| US Financial Advisors, LLC | 725 | $300.0K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 725 | $300.0K | 0.06% | +725 | New |
| Smith Chas P & Associates Pa Cpas | 727 | $301.0K | 0.02% | 00.0% | Unchanged |
| Congress Asset Management Co | 735 | $304.0K | 0.00% | +106+16.9% | Added |
| Orion Capital Management LLC | 740 | $306.0K | 0.24% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 746 | $308.0K | 0.21% | 00.0% | Unchanged |
| Adviser Investments LLC | 746 | $309.0K | 0.02% | −32−4.1% | Reduced |
| Cypress Capital Management LLC | 747 | $309.0K | 0.05% | −25−3.2% | Reduced |
| Patton Albertson Miller Group, LLC | 748 | $309.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 750 | $310.0K | 0.35% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 752 | $311.0K | 0.26% | +752 | New |
| BSW Wealth Partners | 756 | $313.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 759 | $314.0K | 0.06% | −11−1.4% | Reduced |
| S.A. Mason LLC | 760 | $314.0K | 0.23% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 765 | $316.7K | 0.03% | 00.0% | Unchanged |
| Janney Capital Management LLC | 767 | $317.0K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 775 | $320.0K | 0.12% | −40−4.9% | Reduced |
| Retirement Planning Group | 779 | $322.0K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $323.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $323.0K | 0.06% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $323.0K | 0.27% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 784 | $324.0K | 0.20% | 00.0% | Unchanged |
| Berkeley, Inc | 789 | $326.2K | 0.26% | −42−5.1% | Reduced |
| Prudential Financial Inc | 791 | $330.0K | 0.00% | +153+24.0% | Added |
| Newman Dignan & Sheerar, Inc. | 801 | $331.0K | 0.11% | −246−23.5% | Reduced |