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 |
|---|---|---|---|---|---|
| Dohj, LLC | 659 | $273.0K | 0.16% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 657 | $272.0K | 0.05% | −3−0.5% | Reduced |
| Baldrige Asset Management LLC | 658 | $272.0K | 0.12% | 00.0% | Unchanged |
| WP Advisors, LLC | 659 | $272.0K | 0.12% | +2+0.3% | Added |
| Bedel Financial Consulting, Inc. | 657 | $272.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 655 | $271.0K | 0.05% | −1−0.2% | Reduced |
| Trust Co | 655 | $271.0K | 0.06% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $269.0K | 0.02% | 00.0% | Unchanged |
| Jennison Associates LLC | 648 | $268.0K | 0.00% | −2,773−81.1% | Reduced |
| Financial Partners Group, Inc | 648 | $268.0K | 0.07% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $267.0K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 645 | $267.0K | 0.01% | +31+5.0% | Added |
| South State Corp. | 640 | $265.0K | 0.02% | −141−18.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 635 | $263.0K | 0.12% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 631 | $261.0K | 0.16% | −25−3.8% | Reduced |
| CM Wealth Advisors LLC | 629 | $261.0K | 0.16% | +629 | New |
| Etfidea, LLC | 631 | $260.9K | 0.13% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 625 | $258.0K | 0.03% | −55−8.1% | Reduced |
| Signet Financial Management, LLC | 621 | $257.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 619 | $256.0K | 0.02% | −109−15.0% | Reduced |
| Arete Wealth Advisors, LLC | 617 | $256.0K | 0.03% | +617 | New |
| Ascent Group, LLC | 557 | $255.0K | 0.03% | −34−5.8% | Reduced |
| Verdence Capital Advisors LLC | 617 | $255.0K | 0.03% | +38+6.6% | Added |
| Morris Retirement Advisors, LLC | 614 | $254.0K | 0.22% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 612 | $252.9K | 0.24% | −12−1.9% | Reduced |
| Shaker Investments LLC | 608 | $251.0K | 0.16% | −27−4.3% | Reduced |
| Eagle Strategies LLC | 604 | $250.0K | 0.09% | +604 | New |
| Mendel Money Management | 601 | $249.0K | 0.15% | −35−5.5% | Reduced |
| SPC Financial, Inc. | 600 | $248.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $248.0K | 0.18% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $248.0K | 0.04% | +600 | New |
| Private Capital Group, LLC | 592 | $246.0K | 0.19% | −55−8.5% | Reduced |
| Glenview Trust Co | 595 | $246.0K | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 595 | $246.0K | 0.00% | +160+36.8% | Added |
| M Holdings Securities, Inc. | 585 | $242.0K | 0.02% | −118−16.8% | Reduced |
| Platte River Wealth Advisors, LLC | 585 | $242.0K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 585 | $242.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 584 | $241.0K | 0.03% | −21−3.5% | Reduced |
| Paragon Capital Management LLC | 582 | $241.0K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $240.0K | 0.01% | +580 | New |
| Keeler Thomas Management LLC | 577 | $239.0K | 0.12% | −19−3.2% | Reduced |
| Investment Partners, Ltd. | 577 | $239.0K | 0.12% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $239.0K | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 576 | $238.0K | 0.00% | −106−15.5% | Reduced |
| Heritage Investment Group, Inc. | 575 | $238.0K | 0.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 576 | $238.0K | 0.01% | +576 | New |
| Cary Street Partner Investment Advisory LLC | 574 | $237.0K | 0.02% | −541−48.5% | Reduced |
| Valeo Financial Advisors, LLC | 570 | $236.0K | 0.01% | −127−18.2% | Reduced |
| Dividend Assets Capital, LLC | 571 | $236.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $235.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $234.0K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 565 | $234.0K | 0.11% | +1+0.2% | Added |
| Echo Wealth Management, LLC | 552 | $234.0K | 0.31% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 565 | $233.6K | 0.11% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 560 | $232.0K | 0.05% | −57−9.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 561 | $232.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $232.0K | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 559 | $231.0K | 0.06% | +75+15.5% | Added |
| Strategic Wealth Partners Group LLC | 560 | $231.0K | 0.05% | +108+23.9% | Added |
| Abbrea Capital, LLC | 555 | $230.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 557 | $230.0K | 0.08% | +45+8.8% | Added |
| Octavia Wealth Advisors, LLC | 551 | $229.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 553 | $229.0K | 0.03% | +553 | New |
| JFS Wealth Advisors, LLC | 552 | $228.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 552 | $228.0K | 0.01% | +552 | New |
| Resources Management Corp | 546 | $226.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $226.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 546 | $226.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 542 | $224.0K | 0.10% | −226−29.4% | Reduced |
| High Net Worth Advisory Group LLC | 540 | $223.0K | 0.09% | −6−1.1% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $222.0K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 535 | $221.0K | 0.13% | −422−44.1% | Reduced |
| Hilltop Holdings Inc. | 535 | $221.0K | 0.03% | −91−14.5% | Reduced |
| Security National Bank | 531 | $220.0K | 0.06% | −50−8.6% | Reduced |
| Ellis Investment Partners, LLC | 532 | $220.0K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $220.0K | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $220.0K | 0.01% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $217.0K | 0.07% | 00.0% | Unchanged |
| Burt Wealth Advisors | 525 | $217.0K | 0.08% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $216.0K | 0.05% | 00.0% | Unchanged |
| Sensible Financial Planning & Management, LLC. | 523 | $216.0K | 0.05% | +523 | New |
| Advisor Resource Council | 521 | $216.0K | 0.02% | +521 | New |
| KWMG, LLC | 515 | $213.0K | 0.03% | +7+1.4% | Added |
| Norway Savings Bank | 510 | $211.0K | 0.11% | −40−7.3% | Reduced |
| Sanford Advisory Services, LLC | 508 | $210.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 505 | $209.0K | 0.06% | −10−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 504 | $208.4K | 0.00% | −50−9.0% | Reduced |
| Pachira Investments Inc. | 503 | $208.0K | 0.32% | −39,077−98.7% | Reduced |
| Fusion Family Wealth LLC | 500 | $207.0K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $207.0K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $207.0K | 0.05% | 00.0% | Unchanged |
| J2 Capital Management Inc | 500 | $207.0K | 0.32% | +500 | New |
| Investment Advisory Services Inc | 497 | $206.0K | 0.12% | −13−2.5% | Reduced |
| Brinker Capital Investments, LLC | 496 | $205.0K | 0.00% | −9−1.8% | Reduced |
| Heritage Trust Co | 496 | $205.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $205.0K | 0.22% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $204.0K | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 486 | $202.0K | 0.11% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 488 | $202.0K | 0.10% | −5−1.0% | Reduced |
| Mather Group, LLC. | 487 | $201.0K | 0.00% | −6−1.2% | Reduced |