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 |
|---|---|---|---|---|---|
| Howard Capital Management Group, LLC | 800 | $331.0K | 0.04% | −30−3.6% | Reduced |
| LS Investment Advisors, LLC | 801 | $331.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $331.0K | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $331.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $331.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $331.0K | 0.02% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $335.0K | 0.24% | −40−4.7% | Reduced |
| Nicolet Bankshares Inc | 809 | $335.0K | 0.09% | −15−1.8% | Reduced |
| Seascape Capital Management | 818 | $338.0K | 0.21% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 824 | $341.0K | 0.00% | +156+23.4% | Added |
| First National Trust Co | 829 | $343.0K | 0.02% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 830 | $343.0K | 0.10% | +2+0.2% | Added |
| Eagle Global Advisors LLC | 835 | $345.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 838 | $346.0K | 0.02% | −30−3.5% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $346.0K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 841 | $348.0K | 0.02% | +841 | New |
| Investment Research & Advisory Group, Inc. | 847 | $350.0K | 0.26% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 849 | $351.0K | 0.09% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 855 | $354.0K | 0.02% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $355.0K | 0.37% | +858 | New |
| WBH Advisory Inc | 851 | $356.0K | 0.05% | −20−2.3% | Reduced |
| Red Door Wealth Management, LLC | 869 | $359.0K | 0.13% | −16−1.8% | Reduced |
| Fiera Capital Corp | 871 | $360.0K | 0.00% | −67−7.1% | Reduced |
| First Pacific Financial | 873 | $361.0K | 0.17% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $362.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Management LLC | 738 | $362.0K | 0.11% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 881 | $364.0K | 0.19% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 880 | $364.0K | 0.06% | +41+4.9% | Added |
| Hamilton Capital, LLC | 891 | $369.0K | 0.02% | −9−1.0% | Reduced |
| Brighton Jones LLC | 896 | $370.0K | 0.02% | +1+0.1% | Added |
| Triumph Capital Management | 897 | $371.0K | 0.20% | −256−22.2% | Reduced |
| Eagle Bay Advisors LLC | 901 | $372.6K | 0.23% | +901 | New |
| Maxele Advisors, LLC | 902 | $373.0K | 0.59% | −73−7.5% | Reduced |
| Benin Management CORP | 902 | $373.0K | 0.14% | +2+0.2% | Added |
| Petix & Botte Co | 908 | $375.0K | 0.28% | −908−50.0% | Reduced |
| Ardent Capital Management, Inc. | 910 | $376.0K | 0.46% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $379.0K | 0.15% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $380.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $380.0K | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 919 | $384.0K | 0.27% | +20+2.2% | Added |
| Merriman Wealth Management, LLC | 929 | $385.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 933 | $386.0K | 0.26% | −33−3.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 934 | $386.0K | 0.03% | +254+37.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 937 | $387.4K | 0.10% | +11+1.2% | Added |
| GYL Financial Synergies, LLC | 938 | $388.0K | 0.11% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 944 | $390.0K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 943 | $391.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 951 | $394.0K | 0.03% | +951 | New |
| Waypoint Capital Advisors, LLC | 953 | $394.0K | 0.18% | +953 | New |
| Prime Capital Investment Advisors, LLC | 955 | $395.0K | 0.02% | 00.0% | Unchanged |
| HYA Advisors, Inc | 956 | $395.0K | 0.15% | 00.0% | Unchanged |
| Weil Company, Inc. | 955 | $395.0K | 0.22% | +955 | New |
| Capital Investment Advisors, LLC | 957 | $396.0K | 0.01% | −10−1.0% | Reduced |
| NEIRG Wealth Management, LLC | 959 | $397.0K | 0.09% | 00.0% | Unchanged |
| White Pine Investment CO | 968 | $400.0K | 0.16% | +55+6.0% | Added |
| Charter Trust Co | 983 | $406.0K | 0.03% | +395+67.2% | Added |
| Roble, Belko & Company, Inc | 994 | $411.0K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $411.0K | 0.27% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $413.0K | 0.04% | −37−3.6% | Reduced |
| Missouri Trust & Investment Co | 1,000 | $413.0K | 0.27% | −8−0.8% | Reduced |
| Canal Capital Management, LLC | 1,000 | $413.0K | 0.12% | −3−0.3% | Reduced |
| Rathbone Brothers plc | 1,000 | $413.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $413.0K | 0.12% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,000 | $413.0K | 0.27% | +1,000 | New |
| Thrivent Financial for Lutherans | 1,003 | $415.0K | 0.00% | +297+42.1% | Added |
| HBK Sorce Advisory LLC | 1,009 | $418.0K | 0.03% | −1,556−60.7% | Reduced |
| Snowden Capital Advisors LLC | 1,017 | $420.0K | 0.02% | +58+6.0% | Added |
| Flagship Harbor Advisors, LLC | 1,020 | $422.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,024 | $423.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,026 | $424.0K | 0.09% | −426−29.3% | Reduced |
| Edge Capital Group, LLC | 1,025 | $424.0K | 0.04% | −325−24.1% | Reduced |
| Neuberger Berman Group LLC | 1,030 | $426.0K | 0.00% | −193−15.8% | Reduced |
| Arcadia Investment Management Corp | 1,035 | $428.0K | 0.10% | +95+10.1% | Added |
| Financial Advisory Service, Inc. | 1,044 | $432.0K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,047 | $433.0K | 0.01% | −200−16.0% | Reduced |
| High Probability Advisors, LLC | 1,043 | $433.2K | 0.14% | −111−9.6% | Reduced |
| Advisory Services Network, LLC | 1,049 | $434.0K | 0.01% | −2,764−72.5% | Reduced |
| ProVise Management Group, LLC | 1,052 | $435.0K | 0.05% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,055 | $436.0K | 0.04% | +457+76.4% | Added |
| Great Valley Advisor Group, Inc. | 1,059 | $438.0K | 0.02% | +101+10.5% | Added |
| FSM Wealth Advisors, LLC | 956 | $440.0K | 0.44% | +956 | New |
| Fagan Associates, Inc. | 1,066 | $441.0K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,070 | $442.0K | 0.02% | +565+111.9% | Added |
| JNBA Financial Advisors | 1,077 | $445.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,079 | $446.0K | 0.08% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $447.0K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,086 | $449.0K | 0.03% | +6+0.6% | Added |
| Simon Quick Advisors, LLC | 987 | $451.0K | 0.06% | +179+22.2% | Added |
| Walleye Capital LLC | 1,092 | $452.0K | 0.01% | +1,092 | New |
| Jasper Ridge Partners, L.P. | 1,095 | $453.0K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,105 | $457.0K | 0.10% | −194−14.9% | Reduced |
| Bickling Financial Services, Inc. | 1,116 | $461.0K | 0.29% | +1+0.1% | Added |
| Pacific Sun Financial Corp | 1,130 | $467.0K | 0.31% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,135 | $469.0K | 0.02% | −32−2.7% | Reduced |
| Kanawha Capital Management LLC | 1,145 | $473.0K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $474.0K | 0.03% | −4−0.3% | Reduced |
| WealthShield Partners, LLC | 1,145 | $475.0K | 0.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,151 | $477.0K | 0.02% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,140 | $477.0K | 0.02% | +4+0.4% | Added |
| Gladstone Institutional Advisory LLC | 1,158 | $479.0K | 0.04% | −240−17.2% | Reduced |