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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 920 | $380.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $380.0K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $379.0K | 0.15% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 910 | $376.0K | 0.46% | 00.0% | Unchanged |
| Petix & Botte Co | 908 | $375.0K | 0.28% | −908−50.0% | Reduced |
| Benin Management CORP | 902 | $373.0K | 0.14% | +2+0.2% | Added |
| Maxele Advisors, LLC | 902 | $373.0K | 0.59% | −73−7.5% | Reduced |
| Eagle Bay Advisors LLC | 901 | $372.6K | 0.23% | +901 | New |
| Triumph Capital Management | 897 | $371.0K | 0.20% | −256−22.2% | Reduced |
| Brighton Jones LLC | 896 | $370.0K | 0.02% | +1+0.1% | Added |
| Hamilton Capital, LLC | 891 | $369.0K | 0.02% | −9−1.0% | Reduced |
| Brand Asset Management Group, Inc. | 881 | $364.0K | 0.19% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 880 | $364.0K | 0.06% | +41+4.9% | Added |
| Lowe Brockenbrough & Co Inc | 872 | $362.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Management LLC | 738 | $362.0K | 0.11% | 00.0% | Unchanged |
| First Pacific Financial | 873 | $361.0K | 0.17% | 00.0% | Unchanged |
| Fiera Capital Corp | 871 | $360.0K | 0.00% | −67−7.1% | Reduced |
| Red Door Wealth Management, LLC | 869 | $359.0K | 0.13% | −16−1.8% | Reduced |
| WBH Advisory Inc | 851 | $356.0K | 0.05% | −20−2.3% | Reduced |
| Denver Wealth Management, Inc. | 858 | $355.0K | 0.37% | +858 | New |
| Zeke Capital Advisors, LLC | 855 | $354.0K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 849 | $351.0K | 0.09% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $350.0K | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 841 | $348.0K | 0.02% | +841 | New |
| One Capital Management, LLC | 838 | $346.0K | 0.02% | −30−3.5% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $346.0K | 0.10% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 835 | $345.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 829 | $343.0K | 0.02% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 830 | $343.0K | 0.10% | +2+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 824 | $341.0K | 0.00% | +156+23.4% | Added |
| Seascape Capital Management | 818 | $338.0K | 0.21% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $335.0K | 0.24% | −40−4.7% | Reduced |
| Nicolet Bankshares Inc | 809 | $335.0K | 0.09% | −15−1.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 801 | $331.0K | 0.11% | −246−23.5% | Reduced |
| Howard Capital Management Group, LLC | 800 | $331.0K | 0.04% | −30−3.6% | Reduced |
| LS Investment Advisors, LLC | 801 | $331.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $331.0K | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $331.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $331.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $331.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 791 | $330.0K | 0.00% | +153+24.0% | Added |
| Berkeley, Inc | 789 | $326.2K | 0.26% | −42−5.1% | Reduced |
| John W. Brooker & Co., CPAs | 784 | $324.0K | 0.20% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $323.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $323.0K | 0.06% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $323.0K | 0.27% | 00.0% | Unchanged |
| Retirement Planning Group | 779 | $322.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 775 | $320.0K | 0.12% | −40−4.9% | Reduced |
| Janney Capital Management LLC | 767 | $317.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 765 | $316.7K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 759 | $314.0K | 0.06% | −11−1.4% | Reduced |
| S.A. Mason LLC | 760 | $314.0K | 0.23% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $313.0K | 0.08% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 752 | $311.0K | 0.26% | +752 | New |
| Hoese & Co LLP | 750 | $310.0K | 0.35% | 00.0% | Unchanged |
| Adviser Investments LLC | 746 | $309.0K | 0.02% | −32−4.1% | Reduced |
| Cypress Capital Management LLC | 747 | $309.0K | 0.05% | −25−3.2% | Reduced |
| Patton Albertson Miller Group, LLC | 748 | $309.0K | 0.06% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 746 | $308.0K | 0.21% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $306.0K | 0.24% | 00.0% | Unchanged |
| Congress Asset Management Co | 735 | $304.0K | 0.00% | +106+16.9% | Added |
| Smith Chas P & Associates Pa Cpas | 727 | $301.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $300.0K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 725 | $300.0K | 0.06% | +725 | New |
| United Community Bank | 724 | $299.4K | 0.32% | −174−19.4% | Reduced |
| Novare Capital Management LLC | 722 | $299.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 724 | $299.0K | 0.01% | +236+48.4% | Added |
| O'Brien Greene & Co. Inc | 720 | $298.0K | 0.11% | −282−28.1% | Reduced |
| Trust Co of Vermont | 720 | $298.0K | 0.02% | −20−2.7% | Reduced |
| Cortland Associates Inc | 714 | $295.0K | 0.05% | −264−27.0% | Reduced |
| Citadel Advisors LLC | 712 | $294.0K | 0.00% | −33,229−97.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 712 | $294.0K | 0.17% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 712 | $294.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $294.0K | 0.29% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $294.0K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 711 | $294.0K | 0.03% | +10+1.4% | Added |
| TrinityPoint Wealth, LLC | 706 | $292.0K | 0.06% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 705 | $292.0K | 0.00% | +2+0.3% | Added |
| Optimum Investment Advisors | 705 | $291.0K | 0.15% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $290.0K | 0.23% | −25−3.4% | Reduced |
| Almanack Investment Partners, LLC. | 700 | $290.0K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $290.0K | 0.11% | 00.0% | Unchanged |
| Bensler, LLC | 699 | $289.0K | 0.07% | 00.0% | Unchanged |
| TCWP LLC | 700 | $289.0K | 0.06% | −913−56.6% | Reduced |
| Group One Trading, L.P. | 700 | $289.0K | 0.01% | +700 | New |
| Point72 Asset Management, L.P. | 700 | $289.0K | 0.00% | +700 | New |
| ICW Investment Advisors LLC | 691 | $286.0K | 0.18% | −77−10.0% | Reduced |
| Clearwater Capital Advisors, LLC | 691 | $286.0K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 689 | $285.0K | 0.10% | +8+1.2% | Added |
| Redmont Wealth Advisors LLC | 685 | $283.0K | 0.35% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 683 | $282.0K | 0.04% | −11−1.6% | Reduced |
| Endurance Wealth Management, Inc. | 679 | $281.0K | 0.04% | −1−0.1% | Reduced |
| McIlrath & Eck, LLC | 679 | $281.0K | 0.09% | +3+0.4% | Added |
| Foundations Investment Advisors, LLC | 676 | $281.0K | 0.01% | +676 | New |
| Farmers & Merchants Investments Inc | 675 | $279.0K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 670 | $277.0K | 0.15% | 00.0% | Unchanged |
| TFG Advisers LLC | 668 | $276.0K | 0.15% | +1+0.1% | Added |
| American Trust | 662 | $274.0K | 0.02% | −579−46.7% | Reduced |
| Donaldson Capital Management, LLC | 662 | $274.0K | 0.01% | −50−7.0% | Reduced |
| Crestwood Advisors Group LLC | 660 | $273.0K | 0.01% | −208−24.0% | Reduced |