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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 1,798 | $743.0K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,799 | $744.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,808 | $748.0K | 0.01% | +1+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,809 | $748.0K | 0.19% | +771+74.3% | Added |
| Lynch & Associates | 1,819 | $752.0K | 0.20% | +129+7.6% | Added |
| Braun Stacey Associates Inc | 1,823 | $754.0K | 0.04% | −821−31.1% | Reduced |
| Putnam Investments LLC | 1,827 | $756.0K | 0.00% | −321−14.9% | Reduced |
| LCNB Corp | 1,860 | $769.0K | 0.40% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,860 | $769.0K | 0.22% | 00.0% | Unchanged |
| M. Kraus & Co | 1,864 | $771.0K | 0.30% | −9−0.5% | Reduced |
| Frisch Financial Group, Inc. | 1,864 | $771.0K | 0.30% | +4+0.2% | Added |
| Private Wealth Group, LLC | 1,887 | $780.0K | 0.97% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,892 | $783.0K | 0.11% | −63−3.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,898 | $785.0K | 0.57% | +4+0.2% | Added |
| Tompkins Financial Corp | 1,904 | $787.0K | 0.13% | +40+2.1% | Added |
| CIBC World Markets Inc. | 1,906 | $788.0K | 0.00% | −131−6.4% | Reduced |
| Prosperity Planning, Inc. | 1,949 | $789.0K | 0.40% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,908 | $789.0K | 0.02% | +71+3.9% | Added |
| BKD Wealth Advisors, LLC | 1,924 | $795.0K | 0.03% | +1,366+244.8% | Added |
| Second Half Financial Partners, LLC | 1,682 | $801.0K | 0.64% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,947 | $805.0K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,949 | $805.9K | 0.31% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,962 | $811.3K | 0.02% | +1,480+307.1% | Added |
| Blue Barn Wealth, LLC | 1,964 | $812.0K | 0.62% | −173−8.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,850 | $814.0K | 0.19% | +1,850 | New |
| Bill Few Associates, Inc. | 1,971 | $815.0K | 0.52% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,010 | $831.0K | 0.05% | −576−22.3% | Reduced |
| Connectus Wealth, LLC | 2,014 | $833.0K | 0.02% | +2,014 | New |
| Summit Trail Advisors, LLC | 2,023 | $839.0K | 0.05% | −15−0.7% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $840.0K | 0.11% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,712 | $840.0K | 0.79% | +1+0.1% | Added |
| TCTC Holdings, LLC | 2,038 | $843.0K | 0.04% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,041 | $844.0K | 0.12% | −6,507−76.1% | Reduced |
| HM Payson & Co | 2,042 | $844.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,049 | $847.0K | 0.17% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,058 | $851.0K | 0.18% | +45+2.2% | Added |
| Tennessee Valley Asset Management Partners | 2,058 | $851.0K | 0.33% | +304+17.3% | Added |
| Astoria Portfolio Advisors LLC. | 2,065 | $854.0K | 0.62% | +2,065 | New |
| Manchester Capital Management LLC | 2,078 | $859.0K | 0.15% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $863.0K | 0.60% | +299+16.7% | Added |
| Clifford Swan Investment Counsel LLC | 2,089 | $864.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,091 | $865.0K | 0.06% | +162+8.4% | Added |
| Zhang Financial LLC | 2,106 | $871.0K | 0.14% | 00.0% | Unchanged |
| Providence First Trust Co | 2,111 | $873.0K | 0.49% | −83−3.8% | Reduced |
| Shufro Rose & Co LLC | 2,130 | $881.0K | 0.08% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,134 | $883.0K | 0.30% | −43−2.0% | Reduced |
| TD Private Client Wealth LLC | 2,137 | $883.6K | 0.04% | +477+28.7% | Added |
| Rockland Trust Co | 2,138 | $884.0K | 0.06% | −17−0.8% | Reduced |
| Pacific Financial Group Inc | 2,149 | $889.0K | 0.66% | −239−10.0% | Reduced |
| Beacon Financial Advisory LLC | 2,149 | $889.0K | 0.51% | +3+0.1% | Added |
| Congress Wealth Management LLC | 2,192 | $906.0K | 0.02% | +542+32.8% | Added |
| Joel Isaacson & Co., LLC | 2,241 | $927.0K | 0.08% | +328+17.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,250 | $930.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,254 | $932.0K | 0.24% | −100−4.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,298 | $950.0K | 0.22% | +55+2.5% | Added |
| Warner Financial, Inc | 2,301 | $952.0K | 0.88% | +1,308+131.7% | Added |
| Baystate Wealth Management LLC | 2,341 | $968.0K | 0.09% | −36−1.5% | Reduced |
| Howe & Rusling Inc | 2,380 | $984.0K | 0.12% | +61+2.6% | Added |
| First Western Trust Bank | 2,361 | $986.0K | 0.07% | −127−5.1% | Reduced |
| Stephens Inc | 2,389 | $988.0K | 0.02% | −96−3.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,401 | $993.0K | 0.12% | −292−10.8% | Reduced |
| Sigma Investment Counselors Inc | 2,400 | $993.0K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,430 | $1.00M | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,431 | $1.00M | 0.16% | +333+15.9% | Added |
| Ameritas Advisory Services, LLC | 2,465 | $1.02M | 0.06% | −1,751−41.5% | Reduced |
| TruWealth Advisors, LLC | 2,465 | $1.02M | 0.11% | +25+1.0% | Added |
| Western Wealth Management, LLC | 2,479 | $1.02M | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,551 | $1.05M | 0.09% | −1,180−31.6% | Reduced |
| International Assets Investment Management, LLC | 2,553 | $1.06M | 0.21% | −100−3.8% | Reduced |
| White Pine Capital LLC | 2,558 | $1.06M | 0.41% | −16−0.6% | Reduced |
| RFG Advisory, LLC | 2,317 | $1.06M | 0.06% | −125−5.1% | Reduced |
| Minot Wealth Management LLC | 2,569 | $1.06M | 0.27% | +51+2.0% | Added |
| National Asset Management, Inc. | 2,583 | $1.07M | 0.04% | −68−2.6% | Reduced |
| Regions Financial Corp | 2,590 | $1.07M | 0.01% | −76−2.9% | Reduced |
| Parcion Private Wealth LLC | 2,450 | $1.07M | 0.11% | +2,450 | New |
| Montecito Bank & Trust | 2,621 | $1.08M | 0.26% | −21−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,660 | $1.10M | 0.07% | +131+5.2% | Added |
| Deutsche Bank AG | 2,690 | $1.11M | 0.00% | −1,500−35.8% | Reduced |
| Greenleaf Trust | 2,775 | $1.15M | 0.02% | −104−3.6% | Reduced |
| Hardy Reed LLC | 2,775 | $1.15M | 0.25% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,797 | $1.16M | 0.02% | +2,797 | New |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.16M | 0.18% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,808 | $1.17M | 0.19% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,817 | $1.17M | 0.08% | +10+0.4% | Added |
| Ziegler Capital Management, LLC | 2,840 | $1.17M | 0.05% | +1,282+82.3% | Added |
| Tiedemann Advisors, LLC | 2,831 | $1.18M | 0.09% | +400+16.5% | Added |
| Graypoint LLC | 2,888 | $1.19M | 0.15% | +432+17.6% | Added |
| SOL Capital Management CO | 2,895 | $1.20M | 0.24% | +40+1.4% | Added |
| Wunderlich Capital Managemnt | 2,897 | $1.20M | 0.70% | −458−13.7% | Reduced |
| Beaumont Financial Partners, LLC | 2,922 | $1.21M | 0.11% | +100+3.5% | Added |
| Advus Financial Partners, LLC | 2,923 | $1.21M | 0.64% | +161+5.8% | Added |
| Dowling & Yahnke LLC | 2,931 | $1.21M | 0.06% | +253+9.4% | Added |
| Osborne Partners Capital Management, LLC | 2,941 | $1.22M | 0.09% | −3,474−54.2% | Reduced |
| Wesbanco Bank Inc | 2,995 | $1.24M | 0.05% | +344+13.0% | Added |
| Wealth Alliance | 2,998 | $1.24M | 0.24% | +2,333+350.8% | Added |
| Change Path, LLC | 3,004 | $1.24M | 0.07% | −15−0.5% | Reduced |
| EWG Elevate Inc. | 3,008 | $1.24M | 0.61% | +2,587+614.5% | Added |
| Fieldpoint Private Securities, LLC | 3,063 | $1.27M | 0.37% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,071 | $1.27M | 0.16% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,079 | $1.27M | 0.06% | +58+1.9% | Added |