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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 485 | $201.0K | 0.02% | +10+2.1% | Added |
| Woodmont Investment Counsel LLC | 485 | $201.0K | 0.02% | +46+10.5% | Added |
| Schechter Investment Advisors, LLC | 485 | $201.0K | 0.02% | +485 | New |
| Guidance Point Advisors, LLC | 485 | $200.0K | 0.09% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 475 | $196.0K | 0.08% | −75−13.6% | Reduced |
| Hanson & Doremus Investment Management | 475 | $196.0K | 0.05% | −25−5.0% | Reduced |
| Garde Capital, Inc. | 462 | $191.0K | 0.02% | −29−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 461 | $191.0K | 0.03% | −1−0.2% | Reduced |
| Bangor Savings Bank | 457 | $189.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 449 | $186.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 444 | $184.0K | 0.19% | −17−3.7% | Reduced |
| BerganKDV Wealth Management, LLC | 444 | $184.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 438 | $181.0K | 0.06% | 00.0% | Unchanged |
| ACG Wealth | 431 | $178.0K | 0.04% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 329 | $161.0K | 0.00% | +329 | New |
| Ellevest, Inc. | 367 | $152.0K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $145.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 335 | $139.0K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 334 | $138.0K | 0.01% | −1,272−79.2% | Reduced |
| Money Concepts Capital Corp | 326 | $137.0K | 0.01% | −449−57.9% | Reduced |
| Cascade Investment Advisors, Inc. | 330 | $136.5K | 0.11% | 00.0% | Unchanged |
| FourThought Financial, LLC | 325 | $134.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 290 | $133.0K | 0.04% | +290 | New |
| Winch Advisory Services, LLC | 319 | $132.0K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 294 | $122.0K | 0.02% | +294 | New |
| Tilia Fiduciary Partners, Inc. | 272 | $114.0K | 0.11% | −41−13.1% | Reduced |
| Contravisory Investment Management, Inc. | 264 | $109.0K | 0.04% | +17+6.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 259 | $107.0K | 0.05% | +1+0.4% | Added |
| Evermay Wealth Management LLC | 250 | $104.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $104.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 250 | $103.0K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $103.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 237 | $98.0K | 0.00% | +1+0.4% | Added |
| Asset Dedication, LLC | 237 | $98.0K | 0.01% | +150+172.4% | Added |
| Venture Visionary Partners LLC | 235 | $97.2K | 0.01% | +235 | New |
| Monetary Management Group Inc | 230 | $95.0K | 0.03% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 222 | $92.0K | 0.10% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $91.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 211 | $87.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 206 | $85.0K | 0.00% | +100+94.3% | Added |
| Field & Main Bank | 200 | $83.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 200 | $83.0K | 0.02% | +1+0.5% | Added |
| Gables Capital Management Inc. | 200 | $83.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $83.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $83.0K | 0.00% | +200 | New |
| PFG Private Wealth Management, LLC | 199 | $82.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 195 | $81.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 186 | $77.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $73.2K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 176 | $72.0K | 0.00% | +176 | New |
| Costello Asset Management, INC | 172 | $71.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 162 | $67.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $62.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $62.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $62.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $62.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $62.0K | 0.00% | +57+61.3% | Added |
| Bellwether Advisors, LLC | 143 | $59.0K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 123 | $59.0K | 0.05% | +123 | New |
| Graves-Light Private Wealth Management, Inc. | 140 | $58.0K | 0.01% | −75−34.9% | Reduced |
| Heritage Financial Services, LLC | 142 | $58.0K | 0.03% | +142 | New |
| First Manhattan Co | 136 | $56.0K | 0.00% | +11+8.8% | Added |
| Surevest, LLC | 129 | $53.0K | 0.01% | +129 | New |
| Horan Securities, Inc. | 125 | $52.0K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 119 | $49.0K | 0.04% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 117 | $48.0K | 0.02% | −68−36.8% | Reduced |
| Canton Hathaway, LLC | 115 | $48.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 112 | $46.0K | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 113 | $46.0K | 0.03% | +113 | New |
| Chilton Capital Management LLC | 108 | $45.0K | 0.00% | +108 | New |
| Islay Capital Management, LLC | 101 | $42.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $41.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 90 | $37.4K | 0.02% | +90 | New |
| First National Bank of South Miami | 89 | $37.0K | 0.03% | −17−16.0% | Reduced |
| First Community Trust NA | 90 | $37.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $37.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 85 | $35.0K | 0.01% | −1,314−93.9% | Reduced |
| Creative Financial Designs Inc | 85 | $35.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $35.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 82 | $34.0K | 0.00% | +82 | New |
| Bollard Group LLC | 80 | $33.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 80 | $33.0K | 0.03% | +80 | New |
| HC Financial Advisors Inc | 78 | $32.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 77 | $32.0K | 0.03% | +77 | New |
| Castleview Partners, LLC | 1,082 | $31.9K | 0.03% | +1,036+2,252.2% | Added |
| CoreFirst Bank & Trust | 70 | $29.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $29.0K | 0.00% | +70 | New |
| Brown, Lisle/Cummings, Inc. | 68 | $28.1K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $25.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 60 | $25.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 57 | $24.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 58 | $23.0K | 0.00% | −142−71.0% | Reduced |
| Assetmark, Inc | 54 | $23.0K | 0.00% | −23−29.9% | Reduced |
| Webster Bank, N. A. | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $23.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $22.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $21.0K | 0.00% | −4−7.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |