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 |
|---|---|---|---|---|---|
| TSFG, LLC | 3,734 | $1.54M | 0.66% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,732 | $1.54M | 0.30% | +17+0.5% | Added |
| Haverford Trust Co | 3,726 | $1.54M | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,722 | $1.54M | 0.05% | +52+1.4% | Added |
| Quantum Private Wealth, LLC | 3,705 | $1.53M | 0.90% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,682 | $1.52M | 1.04% | 00.0% | Unchanged |
| Nwam LLC | 3,664 | $1.52M | 0.14% | −154−4.0% | Reduced |
| Maryland Capital Management | 3,665 | $1.51M | 0.12% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,640 | $1.50M | 0.80% | −107−2.9% | Reduced |
| Perigon Wealth Management, LLC | 3,627 | $1.50M | 0.13% | +355+10.8% | Added |
| Kingsview Wealth Management, LLC | 3,536 | $1.46M | 0.07% | +1,481+72.1% | Added |
| Meridian Financial, LLC | 3,518 | $1.45M | 1.64% | −30−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,510 | $1.45M | 0.60% | +3+0.1% | Added |
| Lindbrook Capital, LLC | 3,493 | $1.44M | 0.24% | −30−0.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,484 | $1.44M | 0.61% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,459 | $1.43M | 0.05% | +333+10.7% | Added |
| SOA Wealth Advisors, LLC. | 3,456 | $1.43M | 0.42% | −96−2.7% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.41M | 0.26% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 3,408 | $1.41M | 0.77% | −4−0.1% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.41M | 0.39% | −104−3.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.40M | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.40M | 0.21% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.40M | 0.37% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,362 | $1.39M | 1.51% | +10.0% | Added |
| PFG Advisors | 3,328 | $1.38M | 0.16% | −97−2.8% | Reduced |
| Diversified Trust Co | 3,320 | $1.37M | 0.06% | +2,113+175.1% | Added |
| Woodstock Corp | 3,309 | $1.37M | 0.19% | +84+2.6% | Added |
| Stratos Wealth Partners, LTD. | 3,199 | $1.32M | 0.03% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,186 | $1.32M | 0.62% | −10−0.3% | Reduced |
| Colony Group LLC | 3,184 | $1.32M | 0.02% | −69−2.1% | Reduced |
| Belpointe Asset Management LLC | 4,137 | $1.31M | 0.09% | +1,897+84.7% | Added |
| Clark Capital Management Group, Inc. | 3,164 | $1.31M | 0.02% | −6−0.2% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.30M | 0.63% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,136 | $1.30M | 0.25% | −37−1.2% | Reduced |
| High Falls Advisors, Inc | 3,137 | $1.30M | 0.40% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,120 | $1.29M | 0.32% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,100 | $1.28M | 0.00% | −3,700−54.4% | Reduced |
| United Bank | 3,095 | $1.28M | 0.19% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,083 | $1.27M | 0.13% | −330−9.7% | Reduced |
| Aspiriant, LLC | 3,079 | $1.27M | 0.06% | +58+1.9% | Added |
| Middleton & Co Inc | 3,071 | $1.27M | 0.16% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,063 | $1.27M | 0.37% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,008 | $1.24M | 0.61% | +2,587+614.5% | Added |
| Change Path, LLC | 3,004 | $1.24M | 0.07% | −15−0.5% | Reduced |
| Wealth Alliance | 2,998 | $1.24M | 0.24% | +2,333+350.8% | Added |
| Wesbanco Bank Inc | 2,995 | $1.24M | 0.05% | +344+13.0% | Added |
| Osborne Partners Capital Management, LLC | 2,941 | $1.22M | 0.09% | −3,474−54.2% | Reduced |
| Advus Financial Partners, LLC | 2,923 | $1.21M | 0.84% | +161+5.8% | Added |
| Dowling & Yahnke LLC | 2,931 | $1.21M | 0.06% | +253+9.4% | Added |
| Beaumont Financial Partners, LLC | 2,922 | $1.21M | 0.11% | +100+3.5% | Added |
| Wunderlich Capital Managemnt | 2,897 | $1.20M | 0.70% | −458−13.7% | Reduced |
| SOL Capital Management CO | 2,895 | $1.20M | 0.24% | +40+1.4% | Added |
| Graypoint LLC | 2,888 | $1.19M | 0.15% | +432+17.6% | Added |
| Tiedemann Advisors, LLC | 2,831 | $1.18M | 0.09% | +400+16.5% | Added |
| Ziegler Capital Management, LLC | 2,840 | $1.17M | 0.05% | +1,282+82.3% | Added |
| Lyell Wealth Management, LP | 2,808 | $1.17M | 0.19% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,817 | $1.17M | 0.08% | +10+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.16M | 0.18% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,797 | $1.16M | 0.02% | +2,797 | New |
| Greenleaf Trust | 2,775 | $1.15M | 0.02% | −104−3.6% | Reduced |
| Hardy Reed LLC | 2,775 | $1.15M | 0.25% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,690 | $1.11M | 0.00% | −1,500−35.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,660 | $1.10M | 0.07% | +131+5.2% | Added |
| Montecito Bank & Trust | 2,621 | $1.08M | 0.26% | −21−0.8% | Reduced |
| Regions Financial Corp | 2,590 | $1.07M | 0.01% | −76−2.9% | Reduced |
| Parcion Private Wealth LLC | 2,450 | $1.07M | 0.11% | +2,450 | New |
| National Asset Management, Inc. | 2,583 | $1.07M | 0.04% | −68−2.6% | Reduced |
| Minot Wealth Management LLC | 2,569 | $1.06M | 0.27% | +51+2.0% | Added |
| RFG Advisory, LLC | 2,317 | $1.06M | 0.06% | −125−5.1% | Reduced |
| White Pine Capital LLC | 2,558 | $1.06M | 0.41% | −16−0.6% | Reduced |
| International Assets Investment Management, LLC | 2,553 | $1.06M | 0.21% | −100−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,551 | $1.05M | 0.09% | −1,180−31.6% | Reduced |
| Western Wealth Management, LLC | 2,479 | $1.02M | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,465 | $1.02M | 0.06% | −1,751−41.5% | Reduced |
| TruWealth Advisors, LLC | 2,465 | $1.02M | 0.11% | +25+1.0% | Added |
| North Star Investment Management Corp. | 2,430 | $1.00M | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,431 | $1.00M | 0.16% | +333+15.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,401 | $993.0K | 0.12% | −292−10.8% | Reduced |
| Sigma Investment Counselors Inc | 2,400 | $993.0K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 2,389 | $988.0K | 0.02% | −96−3.9% | Reduced |
| First Western Trust Bank | 2,361 | $986.0K | 0.07% | −127−5.1% | Reduced |
| Howe & Rusling Inc | 2,380 | $984.0K | 0.12% | +61+2.6% | Added |
| Baystate Wealth Management LLC | 2,341 | $968.0K | 0.09% | −36−1.5% | Reduced |
| Warner Financial, Inc | 2,301 | $952.0K | 0.88% | +1,308+131.7% | Added |
| Moloney Securities Asset Management, LLC | 2,298 | $950.0K | 0.22% | +55+2.5% | Added |
| 9258 Wealth Management, LLC | 2,254 | $932.0K | 0.24% | −100−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,250 | $930.0K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,241 | $927.0K | 0.08% | +328+17.1% | Added |
| Congress Wealth Management LLC | 2,192 | $906.0K | 0.02% | +542+32.8% | Added |
| Pacific Financial Group Inc | 2,149 | $889.0K | 0.66% | −239−10.0% | Reduced |
| Beacon Financial Advisory LLC | 2,149 | $889.0K | 0.51% | +3+0.1% | Added |
| Rockland Trust Co | 2,138 | $884.0K | 0.06% | −17−0.8% | Reduced |
| TD Private Client Wealth LLC | 2,137 | $883.6K | 0.04% | +477+28.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,134 | $883.0K | 0.30% | −43−2.0% | Reduced |
| Shufro Rose & Co LLC | 2,130 | $881.0K | 0.08% | 00.0% | Unchanged |
| Providence First Trust Co | 2,111 | $873.0K | 0.49% | −83−3.8% | Reduced |
| Zhang Financial LLC | 2,106 | $871.0K | 0.14% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,091 | $865.0K | 0.06% | +162+8.4% | Added |
| Clifford Swan Investment Counsel LLC | 2,089 | $864.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $863.0K | 0.60% | +299+16.7% | Added |