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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 3,083 | $1.27M | 0.13% | −330−9.7% | Reduced |
| United Bank | 3,095 | $1.28M | 0.19% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,100 | $1.28M | 0.00% | −3,700−54.4% | Reduced |
| Wealth Advisory Solutions, LLC | 3,120 | $1.29M | 0.32% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,136 | $1.30M | 0.25% | −37−1.2% | Reduced |
| High Falls Advisors, Inc | 3,137 | $1.30M | 0.40% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.30M | 0.63% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,164 | $1.31M | 0.02% | −6−0.2% | Reduced |
| Belpointe Asset Management LLC | 4,137 | $1.31M | 0.09% | +1,897+84.7% | Added |
| Colony Group LLC | 3,184 | $1.32M | 0.02% | −69−2.1% | Reduced |
| L.M. Kohn & Company | 3,186 | $1.32M | 0.62% | −10−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,199 | $1.32M | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 3,309 | $1.37M | 0.19% | +84+2.6% | Added |
| Diversified Trust Co | 3,320 | $1.37M | 0.06% | +2,113+175.1% | Added |
| PFG Advisors | 3,328 | $1.38M | 0.16% | −97−2.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,362 | $1.39M | 1.51% | +10.0% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.40M | 0.37% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.40M | 0.21% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.40M | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,400 | $1.41M | 0.39% | −104−3.0% | Reduced |
| Coyle Financial Counsel LLC | 3,408 | $1.41M | 0.77% | −4−0.1% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.41M | 0.26% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,456 | $1.43M | 0.42% | −96−2.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,459 | $1.43M | 0.05% | +333+10.7% | Added |
| WealthBridge Capital Management, LLC | 3,484 | $1.44M | 0.61% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,493 | $1.44M | 0.24% | −30−0.9% | Reduced |
| Meridian Investment Counsel Inc. | 3,510 | $1.45M | 0.60% | +3+0.1% | Added |
| Meridian Financial, LLC | 3,518 | $1.45M | 1.64% | −30−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 3,536 | $1.46M | 0.07% | +1,481+72.1% | Added |
| Perigon Wealth Management, LLC | 3,627 | $1.50M | 0.13% | +355+10.8% | Added |
| Tiemann Investment Advisors, LLC | 3,640 | $1.50M | 0.80% | −107−2.9% | Reduced |
| Maryland Capital Management | 3,665 | $1.51M | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 3,664 | $1.52M | 0.14% | −154−4.0% | Reduced |
| Investment Advisory Group, LLC | 3,682 | $1.52M | 1.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,705 | $1.53M | 0.90% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,722 | $1.54M | 0.05% | +52+1.4% | Added |
| Haverford Trust Co | 3,726 | $1.54M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,732 | $1.54M | 0.30% | +17+0.5% | Added |
| TSFG, LLC | 3,734 | $1.54M | 0.66% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,772 | $1.56M | 1.55% | −14−0.4% | Reduced |
| Clientfirst Wealth Management, LLC | 3,789 | $1.57M | 2.38% | 00.0% | Unchanged |
| Jordan Park Group LLC | 3,810 | $1.57M | 0.15% | +3,810 | New |
| Kelman-Lazarov, Inc. | 3,821 | $1.58M | 0.53% | −106−2.7% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.59M | 1.61% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3,840 | $1.59M | 0.87% | −189−4.7% | Reduced |
| XML Financial, LLC | 3,852 | $1.59M | 0.36% | +48+1.3% | Added |
| Venturi Wealth Management, LLC | 3,857 | $1.59M | 0.14% | −94−2.4% | Reduced |
| Leavell Investment Management, Inc. | 3,875 | $1.61M | 0.12% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,896 | $1.62M | 0.16% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 3,921 | $1.62M | 0.13% | +163+4.3% | Added |
| Avantax Planning Partners, Inc. | 3,970 | $1.64M | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,977 | $1.64M | 0.04% | −34−0.8% | Reduced |
| Darrow Company, Inc. | 3,983 | $1.65M | 1.63% | −15−0.4% | Reduced |
| Focus Financial Network, Inc. | 3,986 | $1.65M | 0.14% | +30+0.8% | Added |
| Brookstone Capital Management | 3,932 | $1.67M | 0.04% | +2,388+154.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.67M | 0.02% | +322+8.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.67M | 0.29% | −80−1.9% | Reduced |
| Sovereign Financial Group, Inc. | 4,058 | $1.68M | 0.66% | +89+2.2% | Added |
| Walleye Trading LLC | 4,064 | $1.68M | 0.04% | +1,000+32.6% | Added |
| Signature Securities Group Corporation | 4,068 | $1.69M | 0.62% | +19+0.5% | Added |
| Umb Bank N A | 4,085 | $1.69M | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,090 | $1.69M | 0.06% | +365+9.8% | Added |
| Northern Oak Wealth Management Inc | 4,120 | $1.70M | 0.24% | −50−1.2% | Reduced |
| B. Riley Wealth Management, Inc. | 4,139 | $1.71M | 0.16% | −204−4.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,153 | $1.72M | 0.56% | −28−0.7% | Reduced |
| Wade G W & Inc | 4,179 | $1.73M | 0.08% | −36−0.9% | Reduced |
| Merit Financial Group, LLC | 4,202 | $1.74M | 0.06% | +797+23.4% | Added |
| Salem Investment Counselors Inc | 4,197 | $1.74M | 0.08% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,234 | $1.75M | 0.22% | −19−0.4% | Reduced |
| Revolve Wealth Partners, LLC | 4,239 | $1.75M | 0.58% | +342+8.8% | Added |
| Cambridge Advisors Inc. | 4,245 | $1.75M | 0.48% | −61−1.4% | Reduced |
| GWM Advisors LLC | 4,248 | $1.76M | 0.03% | +4,248 | New |
| Harbor Advisory Corp | 4,248 | $1.76M | 0.77% | −29−0.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,310 | $1.78M | 0.69% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,327 | $1.79M | 0.55% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 4,343 | $1.80M | 0.42% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,358 | $1.80M | 0.08% | −4,383−50.1% | Reduced |
| InTrack Investment Management Inc | 4,384 | $1.81M | 1.85% | +80+1.9% | Added |
| Element Pointe Advisors, LLC | 4,500 | $1.86M | 0.77% | 00.0% | Unchanged |
| Davidson Trust Co | 4,505 | $1.86M | 1.66% | −10−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,575 | $1.89M | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 4,636 | $1.92M | 1.42% | +543+13.3% | Added |
| Courier Capital LLC | 4,685 | $1.94M | 0.23% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,491 | $1.94M | 0.02% | +188+4.4% | Added |
| Wealthsource Partners, LLC | 4,706 | $1.95M | 0.14% | +1,041+28.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,484 | $1.95M | 1.17% | −10−0.2% | Reduced |
| Fiduciary Trust Co | 4,727 | $1.96M | 0.04% | +23+0.5% | Added |
| Wealthcare Advisory Partners LLC | 4,730 | $1.96M | 0.12% | −101−2.1% | Reduced |
| Johnson Financial Group, Inc. | 4,738 | $1.96M | 0.14% | +1,820+62.4% | Added |
| Northwest Bancshares, Inc. | 4,748 | $1.96M | 0.44% | −119−2.4% | Reduced |
| ZWJ Investment Counsel Inc | 4,767 | $1.97M | 0.12% | +878+22.6% | Added |
| West Paces Advisors Inc. | 4,787 | $1.98M | 0.67% | −1,218−20.3% | Reduced |
| Asset Management Group, Inc. | 4,812 | $1.99M | 0.48% | +11+0.2% | Added |
| Buckingham Strategic Partners | 4,818 | $1.99M | 0.17% | +172+3.7% | Added |
| American Institute for Advanced Investment Management, LLP | 4,847 | $2.00M | 1.76% | −100−2.0% | Reduced |
| Csenge Advisory Group | 4,904 | $2.03M | 0.17% | −3,757−43.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,963 | $2.05M | 0.44% | −80−1.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,968 | $2.05M | 0.77% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,012 | $2.08M | 0.49% | 00.0% | Unchanged |
| Spinnaker Trust | 5,037 | $2.08M | 0.16% | 00.0% | Unchanged |