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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.

Q3 2022 vs. Q2 2022

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of MDY: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,040131,052+25
Shares24.5M47.7K23.5M−973.5K (−4.0%)
Value$10.1B$19.7M$9.54B−$589.9M (−5.8%)

13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to MDY in Q3 2022
InstitutionSharesValue% of portfolio
Brookfield Asset Management Inc.116,491$46.8M0.17%
Wealth Alliance Advisory Group, LLC34,147$13.7M6.05%
HRT Financial LP29,004$11.6M0.13%
Fulcrum Capital LLC18,465$7.42M2.20%
Old Mission Capital LLC16,078$6.46M0.28%
Ulysses Management LLC16,000$6.43M1.73%
BW Gestao de Investimentos Ltda.15,000$6.03M1.45%
Capital Fund Management S.A.12,604$5.06M0.13%
Millennium Management LLC10,036$4.03M0.00%
Coco Enterprises, LLC61,120$3.96M3.58%
Balboa Wealth Partners9,571$3.84M1.69%
Teachers Retirement System of the State of Kentucky9,444$3.79M0.04%
Qube Research & Technologies Ltd9,061$3.64M0.02%
Barrett & Company, Inc.8,126$3.60M2.41%
Houlihan Financial Resource Group, Ltd.7,734$3.28M1.99%
Guardian Capital Advisors LP7,360$3.02M0.38%
Baker Tilly Wealth Management, LLC7,492$3.01M0.41%
Relative Value Partners Group, LLC6,801$2.73M0.22%
Romano Brothers and Company5,870$2.36M0.38%
Sterling Investment Advisors, Ltd.5,778$2.32M0.87%
Quantbot Technologies LP5,000$2.01M0.15%
Kowal Investment Group, LLC4,347$1.75M0.59%
Financial Architects, Inc4,303$1.73M0.30%
Cannon Global Investment Management, LLC3,800$1.53M2.47%
Barber Financial Group, Inc.3,354$1.35M0.39%
Y-Intercept (Hong Kong) Ltd3,028$1.22M0.12%
Harvest Investment Services, LLC2,774$1.11M1.36%
Pinnacle Family Advisors, LLC2,766$1.11M0.96%
First Heartland Consultants, Inc.2,542$1.02M0.17%
Capstone Investment Advisors, LLC2,401$964.0K0.02%
Trexquant Investment LP2,145$862.0K0.03%
CPWM, LLC2,097$842.0K0.08%
Two Sigma Securities, LLC2,076$834.0K0.12%
Boothbay Fund Management, LLC2,074$833.0K0.03%
Cambridge Associates LLC1,950$783.0K0.06%
Flynn Zito Capital Management, LLC1,828$734.0K0.73%
BancorpSouth Bank1,826$733.0K0.08%
Transatlantique Private Wealth LLC1,750$703.0K0.47%
Charles Schwab Trust Co1,493$600.0K0.10%
Independent Advisor Alliance1,200$482.0K0.03%
Wipfli Financial Advisors LLC,1,107$445.0K0.03%
MGO Private Wealth, LLC1,052$422.0K0.20%
Seven Post Investment Office LP1,021$410.0K0.16%
National Wealth Management Group, LLC1,010$405.7K0.53%
WealthPlan Investment Management, LLC869$393.0K0.03%
IHT Wealth Management, LLC913$367.0K0.03%
Ground Swell Capital, LLC901$362.0K1.03%
Bogart Wealth, LLC873$351.0K0.03%
Ghe, LLC3,677$330.0K0.37%
Howard Financial Services, Ltd.790$317.0K0.10%
Envoi LLC765$307.3K1.03%
Colonial Trust Co753$303.0K0.10%
Shilanski & Associates, Inc.740$297.0K0.11%
Zacks Investment Management669$269.0K0.00%
Bassett Hargrove Investment Counsel, LLC660$265.0K0.54%
Spotlight Asset Group, Inc.623$263.0K0.26%
CFM Wealth Partners LLC629$253.0K0.08%
Apexium Financial, LP620$249.0K0.03%
New England Asset Management Inc576$231.0K0.00%
Legacy Financial Strategies, LLC576$231.0K0.11%
Concentrum Wealth Management575$231.0K0.20%
Keel Point, LLC556$223.0K0.04%
Cadinha & Co LLC548$220.0K0.07%
American National Bank544$219.0K0.05%
Arjuna Capital532$214.0K0.11%
Aprio Wealth Management, LLC521$209.0K0.08%
Blackston Financial Advisory Group, LLC471$209.0K0.15%
Mason & Associates Inc518$208.0K0.07%
Libra Wealth LLC515$207.0K0.13%
Aldebaran Financial Inc.506$206.0K0.24%
Asset Planning Corporation502$202.0K0.19%
Securian Asset Management, Inc500$201.0K0.01%
Cowa, LLC290$118.0K0.08%
SJS Investment Consulting Inc.262$105.0K0.04%
Atlantic Trust, LLC192$77.0K0.03%
EverSource Wealth Advisors, LLC184$74.0K0.02%
Jones Financial Companies LLLP148$59.0K0.00%
TD Capital Management LLC147$59.0K0.01%
Colonial Trust Advisors100$40.0K0.01%
West Branch Capital LLC50$20.0K0.01%
Cary Street Partners Asset Management LLC21$8.00K0.00%
Absolute Capital Management, LLC9$3.66K0.00%
TCI Wealth Advisors, Inc.2$1.00K0.00%
USA Financial Portformulas Corp2$1.00K0.00%

Sold out (59)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of MDY in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Cypress Capital, LLC45,388$18.8M
Prescott Group Capital Management, L.L.C.25,000$10.3M
Argent Capital Management LLC17,965$7.43M
Jump Financial, LLC11,777$4.87M
Balyasny Asset Management LLC8,919$3.69M
Empowered Funds, LLC8,205$3.39M
Wealth Enhancement Advisory Services, LLC6,930$2.93M
EP Wealth Advisors, LLC3,977$1.64M
ExodusPoint Capital Management, LP2,797$1.16M
Second Half Financial Partners, LLC1,682$801.0K
Cadence Bank NA1,766$730.0K
Berger Financial Group, Inc1,603$663.0K
Financial Advocates Investment Management1,321$547.0K
L & S Advisors Inc1,234$510.0K
Walleye Capital LLC1,092$452.0K
Thrivent Financial for Lutherans1,003$415.0K
Ardent Capital Management, Inc.910$376.0K
Hamilton Capital, LLC891$369.0K
Vestmark Advisory Solutions, Inc.841$348.0K
Monograph Wealth Advisors, LLC835$346.0K
Enterprise Financial Services Corp759$314.0K
Aurora Private Wealth, Inc.565$234.0K
Patriot Financial Group Insurance Agency, LLC561$232.0K
Laidlaw Wealth Management LLC560$232.0K
Strategic Wealth Partners Group LLC560$231.0K
Security National Bank531$220.0K
Burt Wealth Advisors525$217.0K
Sensible Financial Planning & Management, LLC.523$216.0K
Advisor Resource Council521$216.0K
Investment Advisory Services Inc497$206.0K
Brinker Capital Investments, LLC496$205.0K
Heritage Trust Co496$205.0K
BlueSky Wealth Advisors, LLC493$204.0K
Vickerman Investment Advisors, Inc.488$202.0K
Woodmont Investment Counsel LLC485$201.0K
Mather Group, LLC.487$201.0K
Schechter Investment Advisors, LLC485$201.0K
Guidance Point Advisors, LLC485$200.0K
ACG Wealth431$178.0K
CoreCap Advisors, LLC334$138.0K
Cascade Investment Advisors, Inc.330$136.5K
SeaCrest Wealth Management, LLC294$122.0K
Venture Visionary Partners LLC235$97.2K
Charter Oak Capital Management, LLC162$67.0K
Heritage Financial Services, LLC142$58.0K
Graves-Light Private Wealth Management, Inc.140$58.0K
Marshall & Sullivan Inc113$46.0K
Chilton Capital Management LLC108$45.0K
GW&K Investment Management, LLC82$34.0K
WFA of San Diego, LLC80$33.0K
Wagner Wealth Management, LLC77$32.0K
Cutler Group LP58$23.0K
Joseph P. Lucia & Associates, LLC50$21.0K
Concord Wealth Partners45$19.0K
Global Wealth Management Investment Advisory, Inc.30$12.0K
Prentice Wealth Management LLC29$12.0K
Steward Financial Group LLC22$9.00K
Investors Asset Management of Georgia Inc6$2.00K
Rockbridge Investment Management, LCC1$414

Not filed for Q3 2022 yet (13)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.