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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 10,221 | $4.23M | 0.06% | −794−7.2% | Reduced |
| Sonata Capital Group Inc | 10,220 | $4.23M | 2.19% | −196−1.9% | Reduced |
| Resonant Capital Advisors, LLC | 10,232 | $4.25M | 0.66% | −10.0% | Reduced |
| Rhumbline Advisers | 10,361 | $4.28M | 0.01% | −135−1.3% | Reduced |
| Diversified Portfolios, Inc. | 10,441 | $4.32M | 1.20% | −17−0.2% | Reduced |
| Central Trust Co | 10,465 | $4.33M | 0.14% | −193−1.8% | Reduced |
| Flputnam Investment Management Co | 10,489 | $4.34M | 0.16% | −241−2.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 10,516 | $4.35M | 0.68% | −514−4.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,525 | $4.35M | 0.47% | −299−2.8% | Reduced |
| Firestone Capital Management | 10,542 | $4.36M | 1.70% | −9−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,606 | $4.38M | 0.02% | +448+4.4% | Added |
| Cape Cod Five Cents Savings Bank | 10,669 | $4.41M | 0.50% | +2,669+33.4% | Added |
| RMR Wealth Builders | 10,765 | $4.45M | 1.11% | +845+8.5% | Added |
| Latigo Investments, LLC | 10,962 | $4.53M | 3.76% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,971 | $4.54M | 0.14% | +106+1.0% | Added |
| Adirondack Trust Co | 11,005 | $4.55M | 2.44% | −752−6.4% | Reduced |
| Intrepid Financial Planning Group LLC | 11,149 | $4.61M | 2.53% | +11,149 | New |
| Journey Strategic Wealth LLC | 11,152 | $4.61M | 0.62% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,214 | $4.64M | 0.19% | +4,401+64.6% | Added |
| All Terrain Financial Advisors, LLC | 11,326 | $4.68M | 2.41% | −1,816−13.8% | Reduced |
| Peak Asset Management, LLC | 11,401 | $4.71M | 1.29% | −30−0.3% | Reduced |
| Modera Wealth Management, LLC | 11,634 | $4.81M | 0.23% | −376−3.1% | Reduced |
| Motco | 11,730 | $4.85M | 0.36% | −134−1.1% | Reduced |
| Jump Financial, LLC | 11,777 | $4.87M | 0.21% | −41,155−77.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,812 | $4.88M | 0.79% | −40−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,831 | $4.89M | 0.09% | +95+0.8% | Added |
| Sand Hill Global Advisors, LLC | 11,929 | $4.93M | 0.28% | +750+6.7% | Added |
| Franklin Resources Inc | 12,377 | $5.12M | 0.00% | +1,638+15.3% | Added |
| First Horizon Advisors, Inc. | 12,413 | $5.13M | 0.18% | +363+3.0% | Added |
| Wealthspire Advisors, LLC | 12,665 | $5.24M | 0.11% | +3,663+40.7% | Added |
| Unionview, LLC | 12,732 | $5.26M | 5.88% | +783+6.6% | Added |
| Lincoln National Corp | 12,773 | $5.28M | 0.12% | +1,063+9.1% | Added |
| Midwest Professional Planners, LTD. | 12,824 | $5.30M | 2.99% | −4,034−23.9% | Reduced |
| Atria Investments LLC | 12,883 | $5.33M | 0.11% | +10,147+370.9% | Added |
| Staley Capital Advisers Inc | 12,915 | $5.34M | 0.32% | −97−0.7% | Reduced |
| Retirement Income Solutions, Inc | 12,947 | $5.35M | 1.91% | −906−6.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,974 | $5.37M | 1.43% | +248+1.9% | Added |
| Round Table Services, LLC | 13,083 | $5.43M | 0.99% | −23−0.2% | Reduced |
| Chesley Taft & Associates LLC | 13,160 | $5.44M | 0.37% | −235−1.8% | Reduced |
| Bank of Nova Scotia | 13,225 | $5.47M | 0.01% | +13,225 | New |
| Montz Harcus Wealth Management LLC | 13,229 | $5.47M | 5.77% | +156+1.2% | Added |
| Fifth Third Bancorp | 13,247 | $5.48M | 0.03% | +378+2.9% | Added |
| G&S Capital LLC | 13,344 | $5.52M | 3.25% | +73+0.6% | Added |
| Busey Wealth Management | 13,517 | $5.59M | 0.26% | 00.0% | Unchanged |
| Bank of New Hampshire | 13,603 | $5.63M | 1.63% | −219−1.6% | Reduced |
| Smith Anglin Financial, LLC | 13,627 | $5.63M | 1.65% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,599 | $5.64M | 0.11% | +2,541+23.0% | Added |
| TKG Advisors, LLC | 13,643 | $5.64M | 4.85% | +2,035+17.5% | Added |
| Community Bank, N.A. | 13,735 | $5.68M | 0.81% | −129−0.9% | Reduced |
| Spire Wealth Management | 13,886 | $5.74M | 0.24% | +8,700+167.8% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $5.76M | 2.46% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,016 | $5.79M | 0.06% | −3,610−20.5% | Reduced |
| Colorado Capital Management, Inc. | 14,041 | $5.81M | 4.71% | −50−0.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,048 | $5.83M | 4.06% | −158−1.1% | Reduced |
| Legal & General Group Plc | 14,200 | $5.87M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,308 | $5.92M | 0.05% | +203+1.4% | Added |
| Peddock Capital Advisors, LLC | 14,470 | $5.98M | 2.34% | −1,123−7.2% | Reduced |
| Verition Fund Management LLC | 14,721 | $6.09M | 0.13% | +4,840+49.0% | Added |
| Pacific Center for Financial Services | 14,762 | $6.10M | 2.52% | −71−0.5% | Reduced |
| Bokf, NA | 15,006 | $6.21M | 0.12% | −209−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 15,369 | $6.36M | 0.61% | −35−0.2% | Reduced |
| Palisade Asset Management, LLC | 15,470 | $6.40M | 0.82% | +190+1.2% | Added |
| Fifth Third Securities, Inc. | 15,493 | $6.43M | 0.88% | +15,493 | New |
| MUFG Americas Holdings Corp | 15,777 | $6.52M | 0.15% | −619−3.8% | Reduced |
| Legacy Advisors, LLC | 15,887 | $6.57M | 1.38% | +60.0% | Added |
| Williams Jones Wealth Management, LLC. | 15,916 | $6.58M | 0.11% | +58+0.4% | Added |
| Boston Financial Mangement LLC | 15,957 | $6.60M | 0.28% | +4,039+33.9% | Added |
| Bridgeworth, LLC | 15,973 | $6.61M | 1.54% | −495−3.0% | Reduced |
| Howard Capital Management Inc. | 16,088 | $6.67M | 1.87% | +92+0.6% | Added |
| KMG Fiduciary Partners, LLC | 16,741 | $6.92M | 1.29% | −1,318−7.3% | Reduced |
| Raymond James Trust N.A. | 16,780 | $6.94M | 0.25% | +1,862+12.5% | Added |
| Capstone Financial Advisors, Inc. | 16,790 | $6.94M | 0.59% | −4,938−22.7% | Reduced |
| Simplex Trading, LLC | 16,897 | $6.99M | 0.23% | +11,271+200.3% | Added |
| Cetera Investment Advisers | 16,897 | $6.99M | 0.11% | −3,083−15.4% | Reduced |
| KCM Investment Advisors LLC | 17,025 | $7.04M | 0.31% | −380−2.2% | Reduced |
| Sargent Bickham Lagudis LLC | 17,223 | $7.12M | 0.62% | −523−2.9% | Reduced |
| Hummer Financial Advisory Services Inc | 17,173 | $7.13M | 8.07% | 00.0% | Unchanged |
| NBT Bank N A | 17,471 | $7.22M | 1.10% | −39−0.2% | Reduced |
| Telemus Capital, LLC | 17,745 | $7.34M | 0.71% | −441−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 17,747 | $7.34M | 0.04% | +342+2.0% | Added |
| Argent Capital Management LLC | 17,965 | $7.43M | 0.28% | +17,965 | New |
| MML Investors Services, LLC | 18,015 | $7.45M | 0.06% | +5,805+47.5% | Added |
| Grove Bank & Trust | 18,171 | $7.51M | 1.80% | −1,235−6.4% | Reduced |
| Tiaa, FSB | 18,462 | $7.63M | 0.03% | −6,146−25.0% | Reduced |
| Cerity Partners LLC | 18,565 | $7.68M | 0.09% | −813−4.2% | Reduced |
| CIBC Private Wealth Group, LLC | 18,900 | $7.81M | 0.02% | −205−1.1% | Reduced |
| Cresset Asset Management, LLC | 18,889 | $7.82M | 0.10% | +13,747+267.3% | Added |
| Cetera Advisor Networks LLC | 19,232 | $7.95M | 0.10% | +4,213+28.1% | Added |
| Cetera Advisors LLC | 19,538 | $8.08M | 0.18% | +562+3.0% | Added |
| Terry L. Blaker | 19,714 | $8.15M | 0.81% | −431−2.1% | Reduced |
| FMR LLC | 20,025 | $8.28M | 0.00% | +791+4.1% | Added |
| Lutz Financial Services LLC | 20,084 | $8.30M | 1.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 20,283 | $8.39M | 0.18% | −80−0.4% | Reduced |
| Mechanics Bank Trust Department | 20,414 | $8.44M | 1.50% | −653−3.1% | Reduced |
| jvl associates llc | 20,425 | $8.45M | 5.88% | −126−0.6% | Reduced |
| HSBC Holdings PLC | 20,526 | $8.51M | 0.01% | −237−1.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 21,166 | $8.75M | 6.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $8.76M | 2.24% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 21,191 | $8.76M | 0.13% | +1,150+5.7% | Added |
| Linker Capital Management Inc. | 21,292 | $8.80M | 10.94% | −80.0% | Reduced |