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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 2,078 | $859.0K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,065 | $854.0K | 0.62% | +2,065 | New |
| Means Investment Co., Inc. | 2,058 | $851.0K | 0.18% | +45+2.2% | Added |
| Tennessee Valley Asset Management Partners | 2,058 | $851.0K | 0.33% | +304+17.3% | Added |
| Glassman Wealth Services | 2,049 | $847.0K | 0.17% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,041 | $844.0K | 0.12% | −6,507−76.1% | Reduced |
| HM Payson & Co | 2,042 | $844.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $843.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,032 | $840.0K | 0.11% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,712 | $840.0K | 0.79% | +1+0.1% | Added |
| Summit Trail Advisors, LLC | 2,023 | $839.0K | 0.05% | −15−0.7% | Reduced |
| Connectus Wealth, LLC | 2,014 | $833.0K | 0.02% | +2,014 | New |
| Choate Investment Advisors | 2,010 | $831.0K | 0.05% | −576−22.3% | Reduced |
| Bill Few Associates, Inc. | 1,971 | $815.0K | 0.52% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,850 | $814.0K | 0.19% | +1,850 | New |
| Blue Barn Wealth, LLC | 1,964 | $812.0K | 0.62% | −173−8.1% | Reduced |
| Pathstone Family Office, LLC | 1,962 | $811.3K | 0.02% | +1,480+307.1% | Added |
| Frank, Rimerman Advisors LLC | 1,949 | $805.9K | 0.31% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,947 | $805.0K | 0.04% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,682 | $801.0K | 0.64% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,924 | $795.0K | 0.03% | +1,366+244.8% | Added |
| Prosperity Planning, Inc. | 1,949 | $789.0K | 0.40% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,908 | $789.0K | 0.02% | +71+3.9% | Added |
| CIBC World Markets Inc. | 1,906 | $788.0K | 0.00% | −131−6.4% | Reduced |
| Tompkins Financial Corp | 1,904 | $787.0K | 0.13% | +40+2.1% | Added |
| Maltin Wealth Management, Inc. | 1,898 | $785.0K | 0.57% | +4+0.2% | Added |
| We Are One Seven, LLC | 1,892 | $783.0K | 0.11% | −63−3.2% | Reduced |
| Private Wealth Group, LLC | 1,887 | $780.0K | 0.97% | 00.0% | Unchanged |
| M. Kraus & Co | 1,864 | $771.0K | 0.30% | −9−0.5% | Reduced |
| Frisch Financial Group, Inc. | 1,864 | $771.0K | 0.30% | +4+0.2% | Added |
| LCNB Corp | 1,860 | $769.0K | 0.40% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,860 | $769.0K | 0.22% | 00.0% | Unchanged |
| Putnam Investments LLC | 1,827 | $756.0K | 0.00% | −321−14.9% | Reduced |
| Braun Stacey Associates Inc | 1,823 | $754.0K | 0.04% | −821−31.1% | Reduced |
| Lynch & Associates | 1,819 | $752.0K | 0.20% | +129+7.6% | Added |
| D.A. Davidson & Co. | 1,808 | $748.0K | 0.01% | +1+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,809 | $748.0K | 0.19% | +771+74.3% | Added |
| Parsons Capital Management Inc | 1,799 | $744.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,798 | $743.0K | 0.07% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,782 | $737.0K | 0.50% | −281−13.6% | Reduced |
| GM Advisory Group, Inc. | 1,777 | $735.0K | 0.11% | −349−16.4% | Reduced |
| Cadence Bank NA | 1,766 | $730.0K | 0.24% | +48+2.8% | Added |
| Dana Investment Advisors, Inc. | 1,762 | $729.0K | 0.04% | +1+0.1% | Added |
| Evanson Asset Management, LLC | 1,755 | $726.0K | 0.08% | +5+0.3% | Added |
| Carolinas Wealth Consulting LLC | 1,744 | $724.0K | 0.18% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,752 | $724.0K | 0.82% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,733 | $717.0K | 0.03% | −20−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,565 | $717.0K | 0.16% | +115+7.9% | Added |
| First Business Financial Services, Inc. | 1,723 | $712.0K | 0.10% | −85−4.7% | Reduced |
| Scotia Capital Inc. | 1,719 | $711.0K | 0.01% | +753+78.0% | Added |
| Cornerstone Wealth Management, LLC | 1,701 | $703.0K | 0.08% | −5−0.3% | Reduced |
| Gator Capital Management, LLC | 1,697 | $702.0K | 0.59% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,690 | $699.0K | 0.09% | −7−0.4% | Reduced |
| Holistic Financial Partners | 1,673 | $692.0K | 0.65% | +4+0.2% | Added |
| Legacy Private Trust Co. | 1,666 | $689.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,654 | $684.0K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,650 | $682.0K | 0.35% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $681.0K | 0.10% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,617 | $669.0K | 0.20% | −100−5.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,618 | $669.0K | 0.20% | +1+0.1% | Added |
| Truepoint, Inc. | 1,616 | $668.0K | 0.03% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 1,615 | $668.0K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,603 | $663.0K | 0.10% | +1+0.1% | Added |
| 55I, LLC | 1,603 | $663.0K | 0.02% | +854+114.0% | Added |
| Wedbush Securities Inc | 1,599 | $661.0K | 0.04% | +2+0.1% | Added |
| RTD Financial Advisors, Inc. | 1,593 | $659.0K | 0.10% | 00.0% | Unchanged |
| American Money Management, LLC | 1,590 | $657.0K | 0.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,589 | $657.0K | 0.14% | +221+16.2% | Added |
| Altfest L J & Co Inc | 1,568 | $649.0K | 0.12% | +60+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,413 | $648.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,568 | $648.0K | 0.38% | +155+11.0% | Added |
| InterOcean Capital Group, LLC | 1,563 | $646.0K | 0.03% | +1,563 | New |
| Vista Investment Management | 1,548 | $640.0K | 0.39% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,533 | $636.0K | 0.04% | +36+2.4% | Added |
| Independent Financial Group, LLC | 1,533 | $634.2K | 0.07% | +199+14.9% | Added |
| Samalin Investment Counsel, LLC | 1,528 | $632.0K | 0.45% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,526 | $631.0K | 0.06% | −1,425−48.3% | Reduced |
| Acorn Wealth Advisors, LLC | 1,524 | $630.0K | 0.50% | −64−4.0% | Reduced |
| Essex Financial Services, Inc. | 1,523 | $630.0K | 0.07% | +281+22.6% | Added |
| Sigma Planning Corp | 1,520 | $629.0K | 0.02% | −327−17.7% | Reduced |
| Bank of Hawaii | 1,510 | $624.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $624.0K | 0.28% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,507 | $623.0K | 0.15% | +2+0.1% | Added |
| Fortress Wealth Group, LLC | 1,502 | $621.0K | 0.54% | +35+2.4% | Added |
| Beck Bode, LLC | 1,487 | $615.0K | 0.13% | +150+11.2% | Added |
| Institute for Wealth Management, LLC. | 1,478 | $611.0K | 0.12% | 00.0% | Unchanged |
| Bank of Stockton | 1,475 | $610.0K | 0.23% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,470 | $608.0K | 0.10% | −116−7.3% | Reduced |
| Quadrant Capital Group LLC | 1,469 | $607.0K | 0.08% | −28−1.9% | Reduced |
| StoneX Group Inc. | 1,451 | $601.0K | 0.07% | −1,459−50.1% | Reduced |
| IFP Advisors, Inc | 3,297 | $601.0K | 0.02% | −3,725−53.0% | Reduced |
| Park National Corp | 1,434 | $593.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 1,430 | $591.0K | 0.32% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,425 | $589.0K | 0.33% | −80−5.3% | Reduced |
| Pinnacle Private Wealth, LLC | 1,423 | $588.0K | 0.23% | +96+7.2% | Added |
| McGuire Investment Group, LLC | 1,417 | $586.0K | 0.13% | −25−1.7% | Reduced |
| Grimes & Company, Inc. | 1,411 | $583.0K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,406 | $581.0K | 0.01% | +3+0.2% | Added |
| Omega Financial Group, LLC | 1,405 | $581.0K | 0.28% | +1,405 | New |
| River Wealth Advisors LLC | 1,401 | $579.0K | 0.11% | +8+0.6% | Added |