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 |
|---|---|---|---|---|---|
| Comerica Bank | 31,409 | $13.6M | 0.11% | +10,682+51.5% | Added |
| Janney Montgomery Scott LLC | 32,211 | $13.5M | 0.06% | +9,481+41.7% | Added |
| Financial Partners Capital Management LLC | 32,730 | $13.5M | 2.91% | +584+1.8% | Added |
| Curbstone Financial Management Corp | 32,516 | $13.4M | 3.13% | −3,800−10.5% | Reduced |
| Wellspring Financial Advisors, LLC | 32,010 | $13.2M | 4.61% | −7,600−19.2% | Reduced |
| Financial Engines Advisors L.L.C. | 31,376 | $13.0M | 0.04% | −1,677−5.1% | Reduced |
| Frontier Wealth Management LLC | 31,400 | $13.0M | 0.94% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 31,348 | $13.0M | 1.16% | −260−0.8% | Reduced |
| Simmons Bank | 30,507 | $12.6M | 1.11% | −2,622−7.9% | Reduced |
| Huntington National Bank | – | $12.6M | 0.14% | – | – |
| IFG Advisors, LLC | 29,978 | $12.4M | 6.27% | +752+2.6% | Added |
| Yousif Capital Management, LLC | 29,876 | $12.4M | 0.16% | +16,980+131.7% | Added |
| American International Group, Inc. | 29,400 | $12.2M | 0.08% | +11,400+63.3% | Added |
| Green Square Capital Advisors LLC | 28,400 | $11.7M | 2.15% | −227−0.8% | Reduced |
| Country Club Bank | 27,904 | $11.7M | 1.08% | −1,672−5.7% | Reduced |
| Dakota Wealth Management | 28,119 | $11.6M | 1.08% | −5,481−16.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,912 | $11.1M | 0.06% | +1,606+6.3% | Added |
| Linscomb & Williams, Inc. | 26,901 | $11.1M | 0.64% | −350−1.3% | Reduced |
| Massmutual Trust Co FSB | 26,833 | $11.1M | 0.48% | +2,136+8.6% | Added |
| Squarepoint Ops LLC | 26,397 | $10.9M | 0.10% | −4,433−14.4% | Reduced |
| RMB Capital Management, LLC | 26,171 | $10.8M | 0.37% | −604−2.3% | Reduced |
| MCF Advisors LLC | 26,038 | $10.8M | 1.14% | −240−0.9% | Reduced |
| Caldwell Trust Co | 25,769 | $10.7M | 1.47% | −618−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 25,637 | $10.6M | 0.38% | +545+2.2% | Added |
| First Financial Bank - Trust Division | 25,100 | $10.4M | 1.27% | −280−1.1% | Reduced |
| Youngs Advisory Group, Inc. | 25,024 | $10.3M | 6.35% | +793+3.3% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $10.3M | 2.76% | +14,000+127.3% | Added |
| Glenmede Trust Co NA | 24,483 | $10.1M | 0.06% | +1,212+5.2% | Added |
| Madison Asset Management, LLC | 24,134 | $9.98M | 0.16% | −4,940−17.0% | Reduced |
| M&T Bank Corp | 53,965 | $9.92M | 0.05% | +29,190+117.8% | Added |
| Exchange Capital Management, Inc. | 23,812 | $9.85M | 2.15% | −583−2.4% | Reduced |
| Commerce Bank | 23,215 | $9.60M | 0.08% | −60−0.3% | Reduced |
| Pegasus Partners Ltd. | 22,917 | $9.48M | 1.97% | +11,050+93.1% | Added |
| Corsicana & Co. | 22,776 | $9.42M | 7.45% | −2,284−9.1% | Reduced |
| Boston Family Office LLC | 22,476 | $9.29M | 0.78% | −982−4.2% | Reduced |
| Brown Brothers Harriman & Co | 21,823 | $9.02M | 0.08% | +582+2.7% | Added |
| Old National Bancorp | 21,560 | $8.91M | 0.30% | +506+2.4% | Added |
| Central Bank & Trust Co | 21,548 | $8.91M | 1.82% | +5,674+35.7% | Added |
| Dumont & Blake Investment Advisors LLC | 21,473 | $8.88M | 2.90% | +173+0.8% | Added |
| Linker Capital Management Inc. | 21,292 | $8.80M | 10.94% | −80.0% | Reduced |
| Avantax Advisory Services, Inc. | 21,191 | $8.76M | 0.13% | +1,150+5.7% | Added |
| SlateStone Wealth, LLC | 21,180 | $8.76M | 2.24% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 21,166 | $8.75M | 6.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,526 | $8.51M | 0.01% | −237−1.1% | Reduced |
| jvl associates llc | 20,425 | $8.45M | 5.88% | −126−0.6% | Reduced |
| Mechanics Bank Trust Department | 20,414 | $8.44M | 1.50% | −653−3.1% | Reduced |
| Evercore Wealth Management, LLC | 20,283 | $8.39M | 0.18% | −80−0.4% | Reduced |
| Lutz Financial Services LLC | 20,084 | $8.30M | 1.10% | 00.0% | Unchanged |
| FMR LLC | 20,025 | $8.28M | 0.00% | +791+4.1% | Added |
| Terry L. Blaker | 19,714 | $8.15M | 0.81% | −431−2.1% | Reduced |
| Cetera Advisors LLC | 19,538 | $8.08M | 0.18% | +562+3.0% | Added |
| Cetera Advisor Networks LLC | 19,232 | $7.95M | 0.10% | +4,213+28.1% | Added |
| Cresset Asset Management, LLC | 18,889 | $7.82M | 0.10% | +13,747+267.3% | Added |
| CIBC Private Wealth Group, LLC | 18,900 | $7.81M | 0.02% | −205−1.1% | Reduced |
| Cerity Partners LLC | 18,565 | $7.68M | 0.09% | −813−4.2% | Reduced |
| Tiaa, FSB | 18,462 | $7.63M | 0.03% | −6,146−25.0% | Reduced |
| Grove Bank & Trust | 18,171 | $7.51M | 1.80% | −1,235−6.4% | Reduced |
| MML Investors Services, LLC | 18,015 | $7.45M | 0.06% | +5,805+47.5% | Added |
| Argent Capital Management LLC | 17,965 | $7.43M | 0.28% | +17,965 | New |
| Rockefeller Capital Management L.P. | 17,747 | $7.34M | 0.04% | +342+2.0% | Added |
| Telemus Capital, LLC | 17,745 | $7.34M | 0.71% | −441−2.4% | Reduced |
| NBT Bank N A | 17,471 | $7.22M | 1.10% | −39−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 17,173 | $7.13M | 8.07% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 17,223 | $7.12M | 0.62% | −523−2.9% | Reduced |
| KCM Investment Advisors LLC | 17,025 | $7.04M | 0.31% | −380−2.2% | Reduced |
| Cetera Investment Advisers | 16,897 | $6.99M | 0.11% | −3,083−15.4% | Reduced |
| Simplex Trading, LLC | 16,897 | $6.99M | 0.23% | +11,271+200.3% | Added |
| Capstone Financial Advisors, Inc. | 16,790 | $6.94M | 0.59% | −4,938−22.7% | Reduced |
| Raymond James Trust N.A. | 16,780 | $6.94M | 0.25% | +1,862+12.5% | Added |
| KMG Fiduciary Partners, LLC | 16,741 | $6.92M | 1.29% | −1,318−7.3% | Reduced |
| Howard Capital Management Inc. | 16,088 | $6.67M | 1.87% | +92+0.6% | Added |
| Bridgeworth, LLC | 15,973 | $6.61M | 1.54% | −495−3.0% | Reduced |
| Boston Financial Mangement LLC | 15,957 | $6.60M | 0.28% | +4,039+33.9% | Added |
| Williams Jones Wealth Management, LLC. | 15,916 | $6.58M | 0.11% | +58+0.4% | Added |
| Legacy Advisors, LLC | 15,887 | $6.57M | 1.38% | +60.0% | Added |
| MUFG Americas Holdings Corp | 15,777 | $6.52M | 0.15% | −619−3.8% | Reduced |
| Fifth Third Securities, Inc. | 15,493 | $6.43M | 0.88% | +15,493 | New |
| Palisade Asset Management, LLC | 15,470 | $6.40M | 0.82% | +190+1.2% | Added |
| Goelzer Investment Management, Inc. | 15,369 | $6.36M | 0.61% | −35−0.2% | Reduced |
| Bokf, NA | 15,006 | $6.21M | 0.12% | −209−1.4% | Reduced |
| Pacific Center for Financial Services | 14,762 | $6.10M | 2.52% | −71−0.5% | Reduced |
| Verition Fund Management LLC | 14,721 | $6.09M | 0.13% | +4,840+49.0% | Added |
| Peddock Capital Advisors, LLC | 14,470 | $5.98M | 2.34% | −1,123−7.2% | Reduced |
| Private Advisor Group, LLC | 14,308 | $5.92M | 0.05% | +203+1.4% | Added |
| Legal & General Group Plc | 14,200 | $5.87M | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,048 | $5.83M | 4.06% | −158−1.1% | Reduced |
| Colorado Capital Management, Inc. | 14,041 | $5.81M | 4.71% | −50−0.4% | Reduced |
| Kestra Advisory Services, LLC | 14,016 | $5.79M | 0.06% | −3,610−20.5% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $5.76M | 2.46% | 00.0% | Unchanged |
| Spire Wealth Management | 13,886 | $5.74M | 0.24% | +8,700+167.8% | Added |
| Community Bank, N.A. | 13,735 | $5.68M | 0.81% | −129−0.9% | Reduced |
| TKG Advisors, LLC | 13,643 | $5.64M | 4.85% | +2,035+17.5% | Added |
| Atria Wealth Solutions, Inc. | 13,599 | $5.64M | 0.11% | +2,541+23.0% | Added |
| Smith Anglin Financial, LLC | 13,627 | $5.63M | 1.65% | 00.0% | Unchanged |
| Bank of New Hampshire | 13,603 | $5.63M | 1.63% | −219−1.6% | Reduced |
| Busey Wealth Management | 13,517 | $5.59M | 0.26% | 00.0% | Unchanged |
| G&S Capital LLC | 13,344 | $5.52M | 3.25% | +73+0.6% | Added |
| Fifth Third Bancorp | 13,247 | $5.48M | 0.03% | +378+2.9% | Added |
| Montz Harcus Wealth Management LLC | 13,229 | $5.47M | 5.77% | +156+1.2% | Added |
| Bank of Nova Scotia | 13,225 | $5.47M | 0.01% | +13,225 | New |