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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 1,160 | $480.0K | 0.17% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,185 | $490.0K | 0.41% | −196−14.2% | Reduced |
| Altium Wealth Management LLC | 1,196 | $495.0K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,206 | $498.0K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,211 | $501.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,215 | $502.0K | 0.08% | −20−1.6% | Reduced |
| Nicollet Investment Management, Inc. | 1,214 | $502.0K | 0.27% | +1+0.1% | Added |
| L & S Advisors Inc | 1,234 | $510.0K | 0.09% | −642−34.2% | Reduced |
| Miramar Capital, LLC | 1,244 | $514.0K | 0.15% | −2−0.2% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $516.0K | 0.25% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $516.0K | 0.14% | +81+6.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,251 | $517.0K | 0.06% | −25−2.0% | Reduced |
| Smithfield Trust Co | 1,250 | $517.0K | 0.04% | +600+92.3% | Added |
| Appleton Partners Inc | 1,253 | $518.0K | 0.05% | −105−7.7% | Reduced |
| Roberts Glore & Co Inc | 1,261 | $521.0K | 0.17% | −5−0.4% | Reduced |
| Claro Advisors LLC | 1,262 | $522.0K | 0.21% | +1,262 | New |
| Valmark Advisers, Inc. | 1,264 | $523.0K | 0.01% | −17−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 1,271 | $527.0K | 0.04% | +2+0.2% | Added |
| Long Road Investment Counsel, LLC | 1,285 | $531.0K | 0.27% | −30−2.3% | Reduced |
| BLB&B Advisors, LLC | 1,294 | $535.0K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,300 | $537.0K | 0.12% | +1,300 | New |
| Aj Wealth Strategies, LLC | 1,309 | $541.0K | 0.03% | +2+0.2% | Added |
| Sequoia Financial Advisors, LLC | 1,319 | $545.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,322 | $547.0K | 0.03% | −334−20.2% | Reduced |
| Financial Advocates Investment Management | 1,321 | $547.0K | 0.04% | −78−5.6% | Reduced |
| Thompson Davis & Co., Inc. | 1,326 | $548.0K | 0.90% | −462−25.8% | Reduced |
| Roof Eidam & Maycock | 1,333 | $551.0K | 0.20% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,333 | $551.2K | 0.31% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,337 | $553.0K | 0.12% | −192−12.6% | Reduced |
| Halpern Financial, Inc. | 1,343 | $555.1K | 0.22% | −15−1.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,343 | $557.0K | 0.23% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,354 | $560.0K | 0.25% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,372 | $567.0K | 0.53% | +4+0.3% | Added |
| Seelaus Asset Management LLC | 1,374 | $568.0K | 0.42% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,373 | $568.0K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,379 | $570.0K | 0.09% | −97−6.6% | Reduced |
| Fca Corp | 1,380 | $571.0K | 0.22% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $574.0K | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $575.0K | 0.30% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,401 | $579.0K | 0.11% | +8+0.6% | Added |
| Great Lakes Advisors, LLC | 1,406 | $581.0K | 0.01% | +3+0.2% | Added |
| Omega Financial Group, LLC | 1,405 | $581.0K | 0.28% | +1,405 | New |
| Grimes & Company, Inc. | 1,411 | $583.0K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $586.0K | 0.13% | −25−1.7% | Reduced |
| Pinnacle Private Wealth, LLC | 1,423 | $588.0K | 0.23% | +96+7.2% | Added |
| CCG Wealth Management, LLC | 1,425 | $589.0K | 0.33% | −80−5.3% | Reduced |
| Platform Technology Partners | 1,430 | $591.0K | 0.32% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $593.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,297 | $601.0K | 0.02% | −3,725−53.0% | Reduced |
| StoneX Group Inc. | 1,451 | $601.0K | 0.07% | −1,459−50.1% | Reduced |
| Quadrant Capital Group LLC | 1,469 | $607.0K | 0.08% | −28−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,470 | $608.0K | 0.10% | −116−7.3% | Reduced |
| Bank of Stockton | 1,475 | $610.0K | 0.23% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,478 | $611.0K | 0.12% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,487 | $615.0K | 0.13% | +150+11.2% | Added |
| Fortress Wealth Group, LLC | 1,502 | $621.0K | 0.54% | +35+2.4% | Added |
| Duncker Streett & Co Inc | 1,507 | $623.0K | 0.15% | +2+0.1% | Added |
| Bank of Hawaii | 1,510 | $624.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $624.0K | 0.28% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,520 | $629.0K | 0.02% | −327−17.7% | Reduced |
| Acorn Wealth Advisors, LLC | 1,524 | $630.0K | 0.50% | −64−4.0% | Reduced |
| Essex Financial Services, Inc. | 1,523 | $630.0K | 0.07% | +281+22.6% | Added |
| Centaurus Financial, Inc. | 1,526 | $631.0K | 0.06% | −1,425−48.3% | Reduced |
| Samalin Investment Counsel, LLC | 1,528 | $632.0K | 0.45% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,533 | $634.2K | 0.07% | +199+14.9% | Added |
| Howland Capital Management LLC | 1,533 | $636.0K | 0.04% | +36+2.4% | Added |
| Vista Investment Management | 1,548 | $640.0K | 0.39% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,563 | $646.0K | 0.03% | +1,563 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $648.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,568 | $648.0K | 0.38% | +155+11.0% | Added |
| Altfest L J & Co Inc | 1,568 | $649.0K | 0.12% | +60+4.0% | Added |
| American Money Management, LLC | 1,590 | $657.0K | 0.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,589 | $657.0K | 0.14% | +221+16.2% | Added |
| RTD Financial Advisors, Inc. | 1,593 | $659.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,599 | $661.0K | 0.04% | +2+0.1% | Added |
| Berger Financial Group, Inc | 1,603 | $663.0K | 0.10% | +1+0.1% | Added |
| 55I, LLC | 1,603 | $663.0K | 0.02% | +854+114.0% | Added |
| Truepoint, Inc. | 1,616 | $668.0K | 0.03% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 1,615 | $668.0K | 0.04% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,617 | $669.0K | 0.20% | −100−5.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,618 | $669.0K | 0.20% | +1+0.1% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $681.0K | 0.10% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,650 | $682.0K | 0.35% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,654 | $684.0K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $689.0K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,673 | $692.0K | 0.65% | +4+0.2% | Added |
| Sawgrass Asset Management LLC | 1,690 | $699.0K | 0.09% | −7−0.4% | Reduced |
| Gator Capital Management, LLC | 1,697 | $702.0K | 0.59% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,701 | $703.0K | 0.08% | −5−0.3% | Reduced |
| Scotia Capital Inc. | 1,719 | $711.0K | 0.01% | +753+78.0% | Added |
| First Business Financial Services, Inc. | 1,723 | $712.0K | 0.10% | −85−4.7% | Reduced |
| Alesco Advisors LLC | 1,733 | $717.0K | 0.03% | −20−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,565 | $717.0K | 0.16% | +115+7.9% | Added |
| Carolinas Wealth Consulting LLC | 1,744 | $724.0K | 0.18% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,752 | $724.0K | 0.82% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,755 | $726.0K | 0.08% | +5+0.3% | Added |
| Dana Investment Advisors, Inc. | 1,762 | $729.0K | 0.04% | +1+0.1% | Added |
| Cadence Bank NA | 1,766 | $730.0K | 0.24% | +48+2.8% | Added |
| GM Advisory Group, Inc. | 1,777 | $735.0K | 0.11% | −349−16.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,782 | $737.0K | 0.50% | −281−13.6% | Reduced |