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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 5,043 | $2.08M | 0.13% | −788−13.5% | Reduced |
| Private Asset Management Inc | 5,068 | $2.10M | 0.34% | −144−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,097 | $2.11M | 0.09% | +85+1.7% | Added |
| Connecticut Wealth Management, LLC | 5,193 | $2.15M | 0.19% | −298−5.4% | Reduced |
| Global Retirement Partners, LLC | 5,233 | $2.16M | 0.17% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 4,411 | $2.16M | 0.40% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 5,285 | $2.19M | 1.53% | −10.0% | Reduced |
| Summit Financial, LLC | 5,303 | $2.20M | 0.21% | +342+6.9% | Added |
| Argent Trust Co | 5,332 | $2.21M | 0.15% | +135+2.6% | Added |
| Baron Financial Group, LLC | 5,407 | $2.24M | 1.48% | −50−0.9% | Reduced |
| Ieq Capital, LLC | 5,458 | $2.26M | 0.07% | +10.0% | Added |
| Sunflower Bank, N.A. | 5,479 | $2.27M | 0.45% | −2,053−27.3% | Reduced |
| First Citizens Bank & Trust Co | 5,527 | $2.29M | 0.08% | +11+0.2% | Added |
| Coastline Trust Co | 5,580 | $2.31M | 0.34% | +130+2.4% | Added |
| Regents of the University of California | 5,600 | $2.32M | 0.46% | 00.0% | Unchanged |
| CWM, LLC | 5,608 | $2.32M | 0.02% | +78+1.4% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.33M | 0.99% | 00.0% | Unchanged |
| AXA S.A. | 5,666 | $2.34M | 0.01% | +600+11.8% | Added |
| Hoylecohen, LLC | 5,795 | $2.40M | 0.25% | −20.0% | Reduced |
| Matrix Asset Advisors Inc | 5,806 | $2.40M | 0.37% | +27+0.5% | Added |
| Shoker Investment Counsel, Inc. | 5,931 | $2.45M | 1.30% | +59+1.0% | Added |
| Private Trust Co NA | 5,943 | $2.46M | 0.38% | +5,943 | New |
| Naples Global Advisors, LLC | 6,052 | $2.51M | 0.33% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 6,096 | $2.52M | 1.37% | −6−0.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,114 | $2.53M | 0.69% | +58+1.0% | Added |
| Charter Research & Investment Group, Inc. | 6,192 | $2.56M | 2.33% | −67−1.1% | Reduced |
| Northstar Asset Management LLC | 6,215 | $2.57M | 0.80% | −300−4.6% | Reduced |
| Disciplined Investments, LLC | 6,224 | $2.57M | 1.16% | −239−3.7% | Reduced |
| Sepio Capital, LP | 6,300 | $2.60M | 0.26% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $2.61M | 0.52% | 00.0% | Unchanged |
| Highview Capital Management LLC | 6,431 | $2.66M | 2.04% | +265+4.3% | Added |
| Bristlecone Advisors, LLC | 6,472 | $2.68M | 0.33% | −110−1.7% | Reduced |
| St. Johns Investment Management Company, LLC | 6,496 | $2.69M | 1.71% | −10−0.2% | Reduced |
| CX Institutional | 6,504 | $2.69M | 0.20% | +6,504 | New |
| Ti-Trust, Inc | 6,520 | $2.70M | 2.77% | +205+3.2% | Added |
| Apollon Wealth Management, LLC | 6,530 | $2.70M | 0.22% | −33−0.5% | Reduced |
| Oppenheimer & Co Inc | 6,625 | $2.74M | 0.06% | −67−1.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,522 | $2.76M | 1.27% | −139−2.1% | Reduced |
| IFG Advisory, LLC | 6,679 | $2.76M | 0.30% | −113−1.7% | Reduced |
| AE Wealth Management LLC | 6,715 | $2.78M | 0.02% | +839+14.3% | Added |
| Summit Wealth Partners, LLC | 6,739 | $2.79M | 0.75% | −14−0.2% | Reduced |
| Gould Asset Management LLC | 6,761 | $2.80M | 0.90% | −500−6.9% | Reduced |
| Ballentine Partners, LLC | 6,773 | $2.80M | 0.10% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,849 | $2.83M | 0.02% | +20.0% | Added |
| Ashton Thomas Private Wealth, LLC | 6,864 | $2.84M | 0.31% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,907 | $2.86M | 1.52% | −28−0.4% | Reduced |
| Bay Rivers Group | 6,909 | $2.86M | 2.54% | −185−2.6% | Reduced |
| Glen Eagle Advisors, LLC | 6,958 | $2.88M | 0.78% | −11−0.2% | Reduced |
| Lido Advisors, LLC | 6,982 | $2.89M | 0.06% | +379+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,930 | $2.93M | 0.04% | +2,878+71.0% | Added |
| Avalon Investment & Advisory | 7,138 | $2.95M | 0.08% | +137+2.0% | Added |
| Jane Street Group, LLC | 7,175 | $2.97M | 0.01% | +3,214+81.1% | Added |
| Salomon & Ludwin, LLC | 7,490 | $3.10M | 0.48% | +189+2.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.11M | 1.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,513 | $3.11M | 0.21% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,631 | $3.15M | 0.13% | +7,145+1,470.2% | Added |
| Bailard, Inc. | 7,669 | $3.17M | 0.12% | −1,100−12.5% | Reduced |
| Wolverine Trading, LLC | 7,626 | $3.19M | 0.10% | +4,489+143.1% | Added |
| Highland Capital Management, LLC | 7,713 | $3.19M | 0.23% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 7,773 | $3.21M | 0.09% | +43+0.6% | Added |
| Segall Bryant & Hamill, LLC | 7,789 | $3.22M | 0.04% | +36+0.5% | Added |
| CMG Global Holdings, LLC | 7,911 | $3.27M | 3.39% | −625−7.3% | Reduced |
| Harbour Investments, Inc. | 7,948 | $3.29M | 0.22% | +7,948 | New |
| Mercer Global Advisors Inc | 7,981 | $3.30M | 0.02% | −29−0.4% | Reduced |
| Equitable Holdings, Inc. | 8,035 | $3.32M | 0.06% | +69+0.9% | Added |
| Ameritas Investment Partners, Inc. | 8,045 | $3.33M | 0.14% | −500−5.9% | Reduced |
| Davis R M Inc | 8,080 | $3.34M | 0.09% | −180−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.37M | 0.08% | +2,222+37.5% | Added |
| Renaissance Investment Group LLC | 8,171 | $3.38M | 1.10% | −206−2.5% | Reduced |
| Empowered Funds, LLC | 8,205 | $3.39M | 0.44% | +8,205 | New |
| HB Wealth Management, LLC | 8,235 | $3.40M | 0.07% | −778−8.6% | Reduced |
| Keybank National Association | 8,243 | $3.41M | 0.02% | +231+2.9% | Added |
| Court Place Advisors, LLC | 8,343 | $3.45M | 1.31% | +6+0.1% | Added |
| Segment Wealth Management, LLC | 8,451 | $3.49M | 0.44% | −50−0.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,475 | $3.50M | 2.08% | +140+1.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,479 | $3.51M | 0.14% | −984−10.4% | Reduced |
| Crewe Advisors LLC | 8,523 | $3.52M | 0.78% | +38+0.4% | Added |
| AMG National Trust Bank | 8,240 | $3.54M | 0.13% | −1,650−16.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,646 | $3.58M | 1.83% | +2,550+41.8% | Added |
| Evensky & Katz LLC | 8,672 | $3.59M | 0.41% | −6−0.1% | Reduced |
| GenTrust, LLC | 8,664 | $3.59M | 0.30% | −11−0.1% | Reduced |
| Estate Counselors, LLC | 8,695 | $3.60M | 0.53% | −22,262−71.9% | Reduced |
| Newport Capital Group, LLC | 8,707 | $3.60M | 3.72% | +227+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,846 | $3.66M | 2.37% | +20.0% | Added |
| Balyasny Asset Management LLC | 8,919 | $3.69M | 0.02% | +8,919 | New |
| Beacon Pointe Advisors, LLC | 8,942 | $3.69M | 0.08% | −282−3.1% | Reduced |
| Bank of the West | 8,979 | $3.71M | 0.47% | +933+11.6% | Added |
| Connolly Sarah T. | 9,162 | $3.79M | 2.58% | −20−0.2% | Reduced |
| Stephenson National Bank & Trust | 9,446 | $3.91M | 2.38% | +1,799+23.5% | Added |
| Nixon Peabody Trust Co | 9,637 | $3.98M | 1.80% | −1,238−11.4% | Reduced |
| Synovus Financial Corp | 9,710 | $4.02M | 0.05% | −400−4.0% | Reduced |
| Meridian Wealth Management, LLC | 9,749 | $4.03M | 0.33% | +3,525+56.6% | Added |
| Raffa Wealth Management, LLC | 9,834 | $4.07M | 1.85% | +4,917+100.0% | Added |
| Audent Global Asset Management, LLC | 9,913 | $4.10M | 3.68% | −3,319−25.1% | Reduced |
| Associated Banc-Corp | 9,977 | $4.13M | 0.18% | −5−0.1% | Reduced |
| RBF Capital, LLC | 10,000 | $4.13M | 0.29% | 00.0% | Unchanged |
| GFS Advisors, LLC | 10,070 | $4.16M | 0.93% | +8,302+469.6% | Added |
| Prospera Financial Services Inc | 10,118 | $4.18M | 0.21% | −5,336−34.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,140 | $4.19M | 0.64% | −261−2.5% | Reduced |
| Gries Financial LLC | 10,167 | $4.20M | 2.00% | +26+0.3% | Added |