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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 13,160 | $5.44M | 0.37% | −235−1.8% | Reduced |
| Round Table Services, LLC | 13,083 | $5.43M | 0.99% | −23−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 12,974 | $5.37M | 1.43% | +248+1.9% | Added |
| Retirement Income Solutions, Inc | 12,947 | $5.35M | 1.91% | −906−6.5% | Reduced |
| Staley Capital Advisers Inc | 12,915 | $5.34M | 0.32% | −97−0.7% | Reduced |
| Atria Investments LLC | 12,883 | $5.33M | 0.11% | +10,147+370.9% | Added |
| Midwest Professional Planners, LTD. | 12,824 | $5.30M | 2.99% | −4,034−23.9% | Reduced |
| Lincoln National Corp | 12,773 | $5.28M | 0.12% | +1,063+9.1% | Added |
| Unionview, LLC | 12,732 | $5.26M | 5.88% | +783+6.6% | Added |
| Wealthspire Advisors, LLC | 12,665 | $5.24M | 0.11% | +3,663+40.7% | Added |
| First Horizon Advisors, Inc. | 12,413 | $5.13M | 0.18% | +363+3.0% | Added |
| Franklin Resources Inc | 12,377 | $5.12M | 0.00% | +1,638+15.3% | Added |
| Sand Hill Global Advisors, LLC | 11,929 | $4.93M | 0.28% | +750+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 11,831 | $4.89M | 0.09% | +95+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,812 | $4.88M | 0.79% | −40−0.3% | Reduced |
| Jump Financial, LLC | 11,777 | $4.87M | 0.21% | −41,155−77.8% | Reduced |
| Motco | 11,730 | $4.85M | 0.36% | −134−1.1% | Reduced |
| Modera Wealth Management, LLC | 11,634 | $4.81M | 0.23% | −376−3.1% | Reduced |
| Peak Asset Management, LLC | 11,401 | $4.71M | 1.29% | −30−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 11,326 | $4.68M | 2.41% | −1,816−13.8% | Reduced |
| American Portfolios Advisors | 11,214 | $4.64M | 0.19% | +4,401+64.6% | Added |
| Journey Strategic Wealth LLC | 11,152 | $4.61M | 0.62% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 11,149 | $4.61M | 2.53% | +11,149 | New |
| Adirondack Trust Co | 11,005 | $4.55M | 2.44% | −752−6.4% | Reduced |
| Savant Capital, LLC | 10,971 | $4.54M | 0.14% | +106+1.0% | Added |
| Latigo Investments, LLC | 10,962 | $4.53M | 3.76% | 00.0% | Unchanged |
| RMR Wealth Builders | 10,765 | $4.45M | 1.11% | +845+8.5% | Added |
| Cape Cod Five Cents Savings Bank | 10,669 | $4.41M | 0.50% | +2,669+33.4% | Added |
| United Capital Financial Advisers, LLC | 10,606 | $4.38M | 0.02% | +448+4.4% | Added |
| Firestone Capital Management | 10,542 | $4.36M | 1.70% | −9−0.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,525 | $4.35M | 0.47% | −299−2.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 10,516 | $4.35M | 0.68% | −514−4.7% | Reduced |
| Flputnam Investment Management Co | 10,489 | $4.34M | 0.16% | −241−2.2% | Reduced |
| Central Trust Co | 10,465 | $4.33M | 0.14% | −193−1.8% | Reduced |
| Diversified Portfolios, Inc. | 10,441 | $4.32M | 1.20% | −17−0.2% | Reduced |
| Rhumbline Advisers | 10,361 | $4.28M | 0.01% | −135−1.3% | Reduced |
| Resonant Capital Advisors, LLC | 10,232 | $4.25M | 0.66% | −10.0% | Reduced |
| 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 |
| Gries Financial LLC | 10,167 | $4.20M | 2.00% | +26+0.3% | Added |
| Mayflower Financial Advisors, LLC | 10,140 | $4.19M | 0.64% | −261−2.5% | Reduced |
| Prospera Financial Services Inc | 10,118 | $4.18M | 0.21% | −5,336−34.5% | Reduced |
| GFS Advisors, LLC | 10,070 | $4.16M | 0.93% | +8,302+469.6% | Added |
| RBF Capital, LLC | 10,000 | $4.13M | 0.29% | 00.0% | Unchanged |
| Associated Banc-Corp | 9,977 | $4.13M | 0.18% | −5−0.1% | Reduced |
| Audent Global Asset Management, LLC | 9,913 | $4.10M | 3.68% | −3,319−25.1% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.07M | 1.85% | +4,917+100.0% | Added |
| Meridian Wealth Management, LLC | 9,749 | $4.03M | 0.33% | +3,525+56.6% | Added |
| Synovus Financial Corp | 9,710 | $4.02M | 0.05% | −400−4.0% | Reduced |
| Nixon Peabody Trust Co | 9,637 | $3.98M | 1.80% | −1,238−11.4% | Reduced |
| Stephenson National Bank & Trust | 9,446 | $3.91M | 2.38% | +1,799+23.5% | Added |
| Connolly Sarah T. | 9,162 | $3.79M | 2.58% | −20−0.2% | Reduced |
| Bank of the West | 8,979 | $3.71M | 0.47% | +933+11.6% | Added |
| Beacon Pointe Advisors, LLC | 8,942 | $3.69M | 0.08% | −282−3.1% | Reduced |
| Balyasny Asset Management LLC | 8,919 | $3.69M | 0.02% | +8,919 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,846 | $3.66M | 2.37% | +20.0% | Added |
| Newport Capital Group, LLC | 8,707 | $3.60M | 3.72% | +227+2.7% | Added |
| Estate Counselors, LLC | 8,695 | $3.60M | 0.53% | −22,262−71.9% | Reduced |
| GenTrust, LLC | 8,664 | $3.59M | 0.30% | −11−0.1% | Reduced |
| Evensky & Katz LLC | 8,672 | $3.59M | 0.41% | −6−0.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,646 | $3.58M | 1.83% | +2,550+41.8% | Added |
| AMG National Trust Bank | 8,240 | $3.54M | 0.13% | −1,650−16.7% | Reduced |
| Crewe Advisors LLC | 8,523 | $3.52M | 0.78% | +38+0.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,479 | $3.51M | 0.14% | −984−10.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,475 | $3.50M | 2.08% | +140+1.7% | Added |
| Segment Wealth Management, LLC | 8,451 | $3.49M | 0.44% | −50−0.6% | Reduced |
| Court Place Advisors, LLC | 8,343 | $3.45M | 1.31% | +6+0.1% | Added |
| Keybank National Association | 8,243 | $3.41M | 0.02% | +231+2.9% | Added |
| HB Wealth Management, LLC | 8,235 | $3.40M | 0.07% | −778−8.6% | Reduced |
| Empowered Funds, LLC | 8,205 | $3.39M | 0.44% | +8,205 | New |
| Renaissance Investment Group LLC | 8,171 | $3.38M | 1.10% | −206−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.37M | 0.08% | +2,222+37.5% | Added |
| Davis R M Inc | 8,080 | $3.34M | 0.09% | −180−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 8,045 | $3.33M | 0.14% | −500−5.9% | Reduced |
| Equitable Holdings, Inc. | 8,035 | $3.32M | 0.06% | +69+0.9% | Added |
| Mercer Global Advisors Inc | 7,981 | $3.30M | 0.02% | −29−0.4% | Reduced |
| Harbour Investments, Inc. | 7,948 | $3.29M | 0.22% | +7,948 | New |
| CMG Global Holdings, LLC | 7,911 | $3.27M | 3.39% | −625−7.3% | Reduced |
| Segall Bryant & Hamill, LLC | 7,789 | $3.22M | 0.04% | +36+0.5% | Added |
| Chilton Investment Co LLC | 7,773 | $3.21M | 0.09% | +43+0.6% | Added |
| Highland Capital Management, LLC | 7,713 | $3.19M | 0.23% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,626 | $3.19M | 0.10% | +4,489+143.1% | Added |
| Bailard, Inc. | 7,669 | $3.17M | 0.12% | −1,100−12.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,631 | $3.15M | 0.13% | +7,145+1,470.2% | Added |
| Wetherby Asset Management Inc | 7,513 | $3.11M | 0.21% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.11M | 1.14% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7,490 | $3.10M | 0.48% | +189+2.6% | Added |
| Jane Street Group, LLC | 7,175 | $2.97M | 0.01% | +3,214+81.1% | Added |
| Avalon Investment & Advisory | 7,138 | $2.95M | 0.08% | +137+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,930 | $2.93M | 0.04% | +2,878+71.0% | Added |
| Lido Advisors, LLC | 6,982 | $2.89M | 0.06% | +379+5.7% | Added |
| Glen Eagle Advisors, LLC | 6,958 | $2.88M | 0.78% | −11−0.2% | Reduced |
| Bay Rivers Group | 6,909 | $2.86M | 2.54% | −185−2.6% | Reduced |
| Veracity Capital LLC | 6,907 | $2.86M | 1.52% | −28−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,864 | $2.84M | 0.31% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,849 | $2.83M | 0.02% | +20.0% | Added |
| Ballentine Partners, LLC | 6,773 | $2.80M | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,761 | $2.80M | 0.90% | −500−6.9% | Reduced |
| Summit Wealth Partners, LLC | 6,739 | $2.79M | 0.75% | −14−0.2% | Reduced |
| AE Wealth Management LLC | 6,715 | $2.78M | 0.02% | +839+14.3% | Added |