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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 1,390 | $575.0K | 0.30% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $574.0K | 0.04% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $571.0K | 0.22% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,379 | $570.0K | 0.09% | −97−6.6% | Reduced |
| Seelaus Asset Management LLC | 1,374 | $568.0K | 0.42% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,373 | $568.0K | 0.11% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,372 | $567.0K | 0.53% | +4+0.3% | Added |
| Round Rock Advisors, LLC | 1,354 | $560.0K | 0.25% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,343 | $557.0K | 0.23% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,343 | $555.1K | 0.22% | −15−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,337 | $553.0K | 0.12% | −192−12.6% | Reduced |
| Kaydan Wealth Management, Inc. | 1,333 | $551.2K | 0.31% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,333 | $551.0K | 0.20% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,326 | $548.0K | 0.90% | −462−25.8% | Reduced |
| Meeder Asset Management Inc | 1,322 | $547.0K | 0.03% | −334−20.2% | Reduced |
| Financial Advocates Investment Management | 1,321 | $547.0K | 0.04% | −78−5.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,319 | $545.0K | 0.02% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 1,309 | $541.0K | 0.03% | +2+0.2% | Added |
| Sanders Morris Harris LLC | 1,300 | $537.0K | 0.12% | +1,300 | New |
| BLB&B Advisors, LLC | 1,294 | $535.0K | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,285 | $531.0K | 0.27% | −30−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 1,271 | $527.0K | 0.04% | +2+0.2% | Added |
| Valmark Advisers, Inc. | 1,264 | $523.0K | 0.01% | −17−1.3% | Reduced |
| Claro Advisors LLC | 1,262 | $522.0K | 0.21% | +1,262 | New |
| Roberts Glore & Co Inc | 1,261 | $521.0K | 0.17% | −5−0.4% | Reduced |
| Appleton Partners Inc | 1,253 | $518.0K | 0.05% | −105−7.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,251 | $517.0K | 0.06% | −25−2.0% | Reduced |
| Smithfield Trust Co | 1,250 | $517.0K | 0.04% | +600+92.3% | Added |
| Wealth Advisors, Inc. | 1,249 | $516.0K | 0.25% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $516.0K | 0.14% | +81+6.9% | Added |
| Miramar Capital, LLC | 1,244 | $514.0K | 0.15% | −2−0.2% | Reduced |
| L & S Advisors Inc | 1,234 | $510.0K | 0.09% | −642−34.2% | Reduced |
| Private Ocean, LLC | 1,215 | $502.0K | 0.08% | −20−1.6% | Reduced |
| Nicollet Investment Management, Inc. | 1,214 | $502.0K | 0.27% | +1+0.1% | Added |
| Bragg Financial Advisors, Inc | 1,211 | $501.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,206 | $498.0K | 0.03% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,196 | $495.0K | 0.04% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,185 | $490.0K | 0.41% | −196−14.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $480.0K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,158 | $479.0K | 0.04% | −240−17.2% | Reduced |
| Evoke Wealth, LLC | 1,151 | $477.0K | 0.02% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,140 | $477.0K | 0.02% | +4+0.4% | Added |
| WealthShield Partners, LLC | 1,145 | $475.0K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $474.0K | 0.03% | −4−0.3% | Reduced |
| Kanawha Capital Management LLC | 1,145 | $473.0K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,135 | $469.0K | 0.02% | −32−2.7% | Reduced |
| Pacific Sun Financial Corp | 1,130 | $467.0K | 0.31% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,116 | $461.0K | 0.29% | +1+0.1% | Added |
| Certified Advisory Corp | 1,105 | $457.0K | 0.10% | −194−14.9% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $453.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,092 | $452.0K | 0.01% | +1,092 | New |
| Simon Quick Advisors, LLC | 987 | $451.0K | 0.06% | +179+22.2% | Added |
| Kestra Private Wealth Services, LLC | 1,086 | $449.0K | 0.03% | +6+0.6% | Added |
| Progressive Investment Management Corp | 1,080 | $447.0K | 0.17% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,079 | $446.0K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,077 | $445.0K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,070 | $442.0K | 0.02% | +565+111.9% | Added |
| Fagan Associates, Inc. | 1,066 | $441.0K | 0.12% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 956 | $440.0K | 0.44% | +956 | New |
| Great Valley Advisor Group, Inc. | 1,059 | $438.0K | 0.02% | +101+10.5% | Added |
| Trustcore Financial Services, LLC | 1,055 | $436.0K | 0.04% | +457+76.4% | Added |
| ProVise Management Group, LLC | 1,052 | $435.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,049 | $434.0K | 0.01% | −2,764−72.5% | Reduced |
| High Probability Advisors, LLC | 1,043 | $433.2K | 0.14% | −111−9.6% | Reduced |
| Advisors Capital Management, LLC | 1,047 | $433.0K | 0.01% | −200−16.0% | Reduced |
| Financial Advisory Service, Inc. | 1,044 | $432.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,035 | $428.0K | 0.10% | +95+10.1% | Added |
| Neuberger Berman Group LLC | 1,030 | $426.0K | 0.00% | −193−15.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,026 | $424.0K | 0.09% | −426−29.3% | Reduced |
| Edge Capital Group, LLC | 1,025 | $424.0K | 0.04% | −325−24.1% | Reduced |
| First National Bank of Omaha | 1,024 | $423.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $422.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,017 | $420.0K | 0.02% | +58+6.0% | Added |
| HBK Sorce Advisory LLC | 1,009 | $418.0K | 0.03% | −1,556−60.7% | Reduced |
| Thrivent Financial for Lutherans | 1,003 | $415.0K | 0.00% | +297+42.1% | Added |
| Sageworth Trust Co | 998 | $413.0K | 0.04% | −37−3.6% | Reduced |
| Missouri Trust & Investment Co | 1,000 | $413.0K | 0.27% | −8−0.8% | Reduced |
| Canal Capital Management, LLC | 1,000 | $413.0K | 0.12% | −3−0.3% | Reduced |
| Rathbone Brothers plc | 1,000 | $413.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $413.0K | 0.12% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,000 | $413.0K | 0.27% | +1,000 | New |
| Roble, Belko & Company, Inc | 994 | $411.0K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $411.0K | 0.27% | 00.0% | Unchanged |
| Charter Trust Co | 983 | $406.0K | 0.03% | +395+67.2% | Added |
| White Pine Investment CO | 968 | $400.0K | 0.16% | +55+6.0% | Added |
| NEIRG Wealth Management, LLC | 959 | $397.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 957 | $396.0K | 0.01% | −10−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 955 | $395.0K | 0.02% | 00.0% | Unchanged |
| HYA Advisors, Inc | 956 | $395.0K | 0.15% | 00.0% | Unchanged |
| Weil Company, Inc. | 955 | $395.0K | 0.22% | +955 | New |
| Comerica Securities,inc. | 951 | $394.0K | 0.03% | +951 | New |
| Waypoint Capital Advisors, LLC | 953 | $394.0K | 0.18% | +953 | New |
| Robertson Stephens Wealth Management, LLC | 943 | $391.0K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 944 | $390.0K | 0.11% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 938 | $388.0K | 0.11% | +1+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 937 | $387.4K | 0.10% | +11+1.2% | Added |
| Financial Advisory Corp | 933 | $386.0K | 0.26% | −33−3.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 934 | $386.0K | 0.03% | +254+37.4% | Added |
| Merriman Wealth Management, LLC | 929 | $385.0K | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 919 | $384.0K | 0.27% | +20+2.2% | Added |