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, Q3 2022
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Sep 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
- 1,052
- +25 vs. Q2 2022
- Shares held
- 23.5M
- −973.5K (−4.0%) vs. Q2 2022
- Total value
- $9.54B
- −$589.9M (−5.8%) vs. Q2 2022
- New holders
- 84
- 283 more added
- Sold out
- 59
- 344 more reduced
13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,948,506 | $782.6M | 0.10% | −67,817−3.4% | Reduced |
| Wells Fargo & Company | 1,565,526 | $628.8M | 0.22% | −93,713−5.6% | Reduced |
| Northern Trust Corp | 1,205,659 | $484.3M | 0.11% | −30,905−2.5% | Reduced |
| US Bancorp | 1,089,200 | $437.5M | 0.90% | −14,612−1.3% | Reduced |
| Morgan Stanley | 1,054,343 | $423.5M | 0.06% | +84,219+8.7% | Added |
| Veritable, L.P. | 994,995 | $399.6M | 7.77% | −15,725−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 830,143 | $333.4M | 0.35% | −6,435−0.8% | Reduced |
| UBS Group AG | 569,667 | $228.8M | 0.13% | −30,380−5.1% | Reduced |
| Goldman Sachs Group Inc | 538,812 | $216.4M | 0.06% | −809,176−60.0% | Reduced |
| Bank of Montreal | 474,265 | $205.6M | 0.16% | +7,431+1.6% | Added |
| Creative Planning | 411,339 | $165.2M | 0.29% | −38,857−8.6% | Reduced |
| Raymond James & Associates | 383,277 | $154.0M | 0.16% | +33,124+9.5% | Added |
| Arvest Trust Co N A | 294,291 | $118.2M | 8.13% | +272+0.1% | Added |
| Royal Bank of Canada | 276,929 | $111.2M | 0.04% | +22,017+8.6% | Added |
| BNP Paribas Arbitrage, SA | 252,039 | $101.2M | 0.26% | −33,028−11.6% | Reduced |
| JPMorgan Chase & Co | 242,561 | $97.4M | 0.02% | +159,000+190.3% | Added |
| Conservest Capital Advisors, Inc. | – | $96.6M | 13.60% | – | – |
| First Republic Investment Management, Inc. | 238,551 | $95.8M | 0.25% | +2,379+1.0% | Added |
| Bank of New York Mellon Corp | 216,659 | $87.0M | 0.02% | +402+0.2% | Added |
| MAI Capital Management | 210,829 | $84.7M | 1.60% | +3,374+1.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 180,000 | $72.3M | 0.37% | −200,000−52.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 176,417 | $70.9M | 0.24% | −124,576−41.4% | Reduced |
| Citigroup Inc | 168,100 | $67.5M | 0.10% | +6,504+4.0% | Added |
| Welch & Forbes LLC | 160,692 | $64.5M | 1.26% | +1,768+1.1% | Added |
| Whittier Trust Co | 158,229 | $63.6M | 1.33% | −872−0.5% | Reduced |
| LPL Financial LLC | 148,886 | $59.8M | 0.06% | −3,564−2.3% | Reduced |
| Truist Financial Corp | 144,258 | $57.9M | 0.11% | +1,253+0.9% | Added |
| FineMark National Bank & Trust | 139,380 | $56.0M | 2.78% | −3,090−2.2% | Reduced |
| HighTower Advisors, LLC | 138,115 | $55.5M | 0.15% | +313+0.2% | Added |
| Brown Advisory Inc | 136,770 | $54.9M | 0.11% | −727−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,824 | $53.8M | 0.09% | −290.0% | Reduced |
| Waddell & Associates, LLC | 133,630 | $53.7M | 10.39% | +2,613+2.0% | Added |
| Hills Bank & Trust Co | 126,910 | $51.0M | 7.51% | +16,824+15.3% | Added |
| Alliancebernstein L.P. | 122,054 | $49.0M | 0.02% | +7,434+6.5% | Added |
| Credit Suisse AG | 119,512 | $48.0M | 0.05% | +18,870+18.7% | Added |
| Brookfield Asset Management Inc. | 116,491 | $46.8M | 0.17% | +116,491 | New |
| Montag A & Associates Inc | 112,185 | $45.3M | 3.13% | −2,382−2.1% | Reduced |
| Eaton Vance Management | 111,456 | $44.8M | 0.07% | +248+0.2% | Added |
| Ameriprise Financial Inc | 104,402 | $41.9M | 0.02% | +4,124+4.1% | Added |
| Sandy Spring Bank | 104,348 | $41.9M | 2.66% | −1,205−1.1% | Reduced |
| State Street Corp | 96,679 | $38.9M | 0.00% | −7,788−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 93,856 | $37.7M | 0.10% | +2,989+3.3% | Added |
| Washington Trust Co | 91,701 | $36.8M | 1.85% | −529−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 87,979 | $35.3M | 0.08% | −2,327−2.6% | Reduced |
| Mariner, LLC | 86,845 | $34.9M | 0.14% | +2,571+3.1% | Added |
| Portland Global Advisors LLC | 85,046 | $34.2M | 6.83% | −585−0.7% | Reduced |
| Blair William & Co | 81,255 | $32.6M | 0.15% | +4,570+6.0% | Added |
| Hyman Charles D | 75,582 | $30.4M | 2.33% | +365+0.5% | Added |
| Henshaw Capital LLC | 75,150 | $30.2M | 2.23% | 00.0% | Unchanged |
| Financial Counselors Inc | 74,488 | $29.9M | 0.74% | −632−0.8% | Reduced |
| First Hawaiian Bank | 71,175 | $28.6M | 1.11% | −10,399−12.7% | Reduced |
| Advisor Group Holdings, Inc. | 70,034 | $28.1M | 0.06% | +2,358+3.5% | Added |
| Pinnacle Associates Ltd | 68,162 | $27.4M | 0.63% | −1,279−1.8% | Reduced |
| Citizens Financial Group Inc | 67,807 | $27.2M | 1.21% | −841−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,712 | $26.8M | 1.14% | −677−1.0% | Reduced |
| Pittenger & Anderson Inc | 66,420 | $26.7M | 1.60% | −226−0.3% | Reduced |
| Envestnet Asset Management Inc | 65,960 | $26.5M | 0.02% | −1,123−1.7% | Reduced |
| Peapack Gladstone Financial Corp | 65,772 | $26.4M | 0.54% | −350−0.5% | Reduced |
| Waldron Private Wealth LLC | 63,724 | $25.7M | 1.60% | −236−0.4% | Reduced |
| Baird Financial Group, Inc. | 61,986 | $24.9M | 0.07% | +2,199+3.7% | Added |
| Stifel Financial Corp | 61,755 | $24.8M | 0.04% | −909−1.5% | Reduced |
| Victory Capital Management Inc | 61,708 | $24.8M | 0.03% | −13,400−17.8% | Reduced |
| Gofen & Glossberg LLC | 61,531 | $24.7M | 0.70% | +1,451+2.4% | Added |
| Conning Inc. | 59,907 | $24.1M | 0.85% | 00.0% | Unchanged |
| Smith, Moore & Co. | 58,888 | $23.7M | 3.59% | +2,712+4.8% | Added |
| Susquehanna International Group, LLP | 58,231 | $23.4M | 0.05% | −18,863−24.5% | Reduced |
| Bartlett & Co. LLC | 57,333 | $23.2M | 0.50% | +2,141+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 57,333 | $23.2M | 0.50% | +2,141+3.9% | Added |
| Heritage Investors Management Corp | 57,614 | $23.1M | 1.17% | −1,079−1.8% | Reduced |
| Corient Capital Partners, LLC | 54,604 | $22.6M | 1.74% | +71+0.1% | Added |
| Bessemer Group Inc | 54,760 | $22.0M | 0.06% | +5,335+10.8% | Added |
| Citadel Advisors LLC | 54,505 | $21.9M | 0.03% | +53,793+7,555.2% | Added |
| Ascent Wealth Partners, LLC | 51,717 | $20.8M | 4.95% | −2,157−4.0% | Reduced |
| Squarepoint Ops LLC | 51,421 | $20.7M | 0.18% | +25,024+94.8% | Added |
| M&T Bank Corp | 51,234 | $20.6M | 0.09% | −2,731−5.1% | Reduced |
| Financial Advisory Group | 49,289 | $19.8M | 4.46% | +572+1.2% | Added |
| Clearstead Advisors, LLC | 49,147 | $19.7M | 1.82% | +547+1.1% | Added |
| Cumberland Advisors Inc | 49,010 | $19.7M | 7.84% | +2,815+6.1% | Added |
| Crewe Advisors LLC | 47,709 | $19.2M | 3.46% | +39,186+459.8% | Added |
| Chicago Partners Investment Group LLC | 42,266 | $18.7M | 1.34% | +1,558+3.8% | Added |
| Klingman & Associates, LLC | 46,438 | $18.7M | 1.83% | +676+1.5% | Added |
| Retirement Systems of Alabama | 46,310 | $18.6M | 0.09% | +138+0.3% | Added |
| Oldfather Financial Services, LLC | 45,669 | $18.3M | 11.49% | +1,260+2.8% | Added |
| Captrust Financial Advisors | 44,364 | $17.8M | 0.10% | −394−0.9% | Reduced |
| Boston Private Wealth LLC | 43,137 | $17.3M | 0.25% | +492+1.2% | Added |
| Miracle Mile Advisors, LLC | 42,296 | $17.0M | 0.79% | −2,260−5.1% | Reduced |
| BlackRock Inc. | 42,030 | $16.9M | 0.00% | −15,456−26.9% | Reduced |
| Barclays PLC | 41,121 | $16.5M | 0.02% | −28,011−40.5% | Reduced |
| MetLife Investment Management | 40,700 | $16.3M | 0.14% | −22,800−35.9% | Reduced |
| Granite Bay Wealth Management, LLC | 40,527 | $16.3M | 13.08% | −597−1.5% | Reduced |
| Prio Wealth Limited Partnership | 38,931 | $15.6M | 0.67% | −224−0.6% | Reduced |
| Yousif Capital Management, LLC | 38,881 | $15.6M | 0.22% | +9,005+30.1% | Added |
| SG Americas Securities, LLC | 38,688 | $15.5M | 0.24% | −4,063−9.5% | Reduced |
| IFG Advisory, LLC | 37,967 | $15.2M | 1.39% | +31,288+468.5% | Added |
| Buckingham Strategic Wealth, LLC | 37,881 | $15.2M | 0.31% | +1,059+2.9% | Added |
| 1st Source Bank | 37,475 | $15.1M | 1.09% | +313+0.8% | Added |
| LCM Capital Management Inc | 37,086 | $14.9M | 15.73% | −271−0.7% | Reduced |
| Johnson Investment Counsel Inc | 37,030 | $14.9M | 0.22% | +50+0.1% | Added |
| Verition Fund Management LLC | 37,011 | $14.9M | 0.20% | +22,290+151.4% | Added |
| Covington Capital Management | 36,036 | $14.5M | 0.62% | +939+2.7% | Added |