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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 6,679 | $2.76M | 0.30% | −113−1.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,522 | $2.76M | 1.27% | −139−2.1% | Reduced |
| Oppenheimer & Co Inc | 6,625 | $2.74M | 0.06% | −67−1.0% | Reduced |
| Apollon Wealth Management, LLC | 6,530 | $2.70M | 0.22% | −33−0.5% | Reduced |
| Ti-Trust, Inc | 6,520 | $2.70M | 2.77% | +205+3.2% | Added |
| CX Institutional | 6,504 | $2.69M | 0.20% | +6,504 | New |
| St. Johns Investment Management Company, LLC | 6,496 | $2.69M | 1.71% | −10−0.2% | Reduced |
| Bristlecone Advisors, LLC | 6,472 | $2.68M | 0.33% | −110−1.7% | Reduced |
| Highview Capital Management LLC | 6,431 | $2.66M | 2.04% | +265+4.3% | Added |
| Keystone Financial Group | 6,309 | $2.61M | 0.52% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $2.60M | 0.26% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6,224 | $2.57M | 1.16% | −239−3.7% | Reduced |
| Northstar Asset Management LLC | 6,215 | $2.57M | 0.80% | −300−4.6% | Reduced |
| Charter Research & Investment Group, Inc. | 6,192 | $2.56M | 2.33% | −67−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,114 | $2.53M | 0.69% | +58+1.0% | Added |
| Pegasus Asset Management, Inc. | 6,096 | $2.52M | 1.37% | −6−0.1% | Reduced |
| Naples Global Advisors, LLC | 6,052 | $2.51M | 0.33% | 00.0% | Unchanged |
| Private Trust Co NA | 5,943 | $2.46M | 0.38% | +5,943 | New |
| Shoker Investment Counsel, Inc. | 5,931 | $2.45M | 1.30% | +59+1.0% | Added |
| Matrix Asset Advisors Inc | 5,806 | $2.40M | 0.37% | +27+0.5% | Added |
| Hoylecohen, LLC | 5,795 | $2.40M | 0.25% | −20.0% | Reduced |
| AXA S.A. | 5,666 | $2.34M | 0.01% | +600+11.8% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.33M | 0.99% | 00.0% | Unchanged |
| CWM, LLC | 5,608 | $2.32M | 0.02% | +78+1.4% | Added |
| Regents of the University of California | 5,600 | $2.32M | 0.46% | 00.0% | Unchanged |
| Coastline Trust Co | 5,580 | $2.31M | 0.34% | +130+2.4% | Added |
| First Citizens Bank & Trust Co | 5,527 | $2.29M | 0.08% | +11+0.2% | Added |
| Sunflower Bank, N.A. | 5,479 | $2.27M | 0.45% | −2,053−27.3% | Reduced |
| Ieq Capital, LLC | 5,458 | $2.26M | 0.07% | +10.0% | Added |
| Baron Financial Group, LLC | 5,407 | $2.24M | 1.48% | −50−0.9% | Reduced |
| Argent Trust Co | 5,332 | $2.21M | 0.15% | +135+2.6% | Added |
| Summit Financial, LLC | 5,303 | $2.20M | 0.21% | +342+6.9% | Added |
| Sage Financial Management Group, Inc. | 5,285 | $2.19M | 1.53% | −10.0% | 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 |
| Connecticut Wealth Management, LLC | 5,193 | $2.15M | 0.19% | −298−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,097 | $2.11M | 0.09% | +85+1.7% | Added |
| Private Asset Management Inc | 5,068 | $2.10M | 0.34% | −144−2.8% | Reduced |
| JMG Financial Group, Ltd. | 5,043 | $2.08M | 0.13% | −788−13.5% | Reduced |
| Spinnaker Trust | 5,037 | $2.08M | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,012 | $2.08M | 0.49% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,968 | $2.05M | 0.77% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,963 | $2.05M | 0.44% | −80−1.6% | Reduced |
| Csenge Advisory Group | 4,904 | $2.03M | 0.17% | −3,757−43.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,847 | $2.00M | 1.76% | −100−2.0% | Reduced |
| Buckingham Strategic Partners | 4,818 | $1.99M | 0.17% | +172+3.7% | Added |
| Asset Management Group, Inc. | 4,812 | $1.99M | 0.48% | +11+0.2% | Added |
| West Paces Advisors Inc. | 4,787 | $1.98M | 0.67% | −1,218−20.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,767 | $1.97M | 0.12% | +878+22.6% | Added |
| Northwest Bancshares, Inc. | 4,748 | $1.96M | 0.44% | −119−2.4% | Reduced |
| Johnson Financial Group, Inc. | 4,738 | $1.96M | 0.14% | +1,820+62.4% | Added |
| Wealthcare Advisory Partners LLC | 4,730 | $1.96M | 0.12% | −101−2.1% | Reduced |
| Fiduciary Trust Co | 4,727 | $1.96M | 0.04% | +23+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,484 | $1.95M | 1.17% | −10−0.2% | Reduced |
| Wealthsource Partners, LLC | 4,706 | $1.95M | 0.14% | +1,041+28.4% | Added |
| TD Waterhouse Canada Inc. | 4,491 | $1.94M | 0.02% | +188+4.4% | Added |
| Courier Capital LLC | 4,685 | $1.94M | 0.23% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 4,636 | $1.92M | 1.42% | +543+13.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,575 | $1.89M | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 4,505 | $1.86M | 1.66% | −10−0.2% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $1.86M | 0.77% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,384 | $1.81M | 1.85% | +80+1.9% | Added |
| Cambridge Trust Co | 4,358 | $1.80M | 0.08% | −4,383−50.1% | Reduced |
| Spectrum Management Group, LLC | 4,343 | $1.80M | 0.42% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,327 | $1.79M | 0.55% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 4,310 | $1.78M | 0.69% | 00.0% | Unchanged |
| Harbor Advisory Corp | 4,248 | $1.76M | 0.77% | −29−0.7% | Reduced |
| GWM Advisors LLC | 4,248 | $1.76M | 0.03% | +4,248 | New |
| Cambridge Advisors Inc. | 4,245 | $1.75M | 0.48% | −61−1.4% | Reduced |
| Revolve Wealth Partners, LLC | 4,239 | $1.75M | 0.58% | +342+8.8% | Added |
| Keeley-Teton Advisors, LLC | 4,234 | $1.75M | 0.22% | −19−0.4% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $1.74M | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,202 | $1.74M | 0.06% | +797+23.4% | Added |
| Wade G W & Inc | 4,179 | $1.73M | 0.08% | −36−0.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,153 | $1.72M | 0.56% | −28−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 4,139 | $1.71M | 0.16% | −204−4.7% | Reduced |
| Northern Oak Wealth Management Inc | 4,120 | $1.70M | 0.24% | −50−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,090 | $1.69M | 0.06% | +365+9.8% | Added |
| Umb Bank N A | 4,085 | $1.69M | 0.03% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 4,068 | $1.69M | 0.62% | +19+0.5% | Added |
| Walleye Trading LLC | 4,064 | $1.68M | 0.04% | +1,000+32.6% | Added |
| Sovereign Financial Group, Inc. | 4,058 | $1.68M | 0.66% | +89+2.2% | Added |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.67M | 0.29% | −80−1.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.67M | 0.02% | +322+8.7% | Added |
| Brookstone Capital Management | 3,932 | $1.67M | 0.04% | +2,388+154.7% | Added |
| Focus Financial Network, Inc. | 3,986 | $1.65M | 0.14% | +30+0.8% | Added |
| Darrow Company, Inc. | 3,983 | $1.65M | 1.63% | −15−0.4% | Reduced |
| EP Wealth Advisors, LLC | 3,977 | $1.64M | 0.04% | −34−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 3,970 | $1.64M | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,921 | $1.62M | 0.13% | +163+4.3% | Added |
| CAPROCK Group, Inc. | 3,896 | $1.62M | 0.16% | +10.0% | Added |
| Leavell Investment Management, Inc. | 3,875 | $1.61M | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,857 | $1.59M | 0.14% | −94−2.4% | Reduced |
| XML Financial, LLC | 3,852 | $1.59M | 0.36% | +48+1.3% | Added |
| Lowe Wealth Advisors, LLC | 3,840 | $1.59M | 0.87% | −189−4.7% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.59M | 1.61% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,821 | $1.58M | 0.53% | −106−2.7% | Reduced |
| Jordan Park Group LLC | 3,810 | $1.57M | 0.15% | +3,810 | New |
| Clientfirst Wealth Management, LLC | 3,789 | $1.57M | 2.38% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,772 | $1.56M | 1.55% | −14−0.4% | Reduced |