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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | +2 | New |
| AllSquare Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.43K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 9 | $3.66K | 0.00% | +9 | New |
| Solstein Capital, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $5.00K | 0.00% | −8−40.0% | Reduced |
| Stonebridge Capital Advisors LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $6.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $7.63K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $8.00K | 0.00% | −2−9.5% | Reduced |
| CKW Financial Group | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 21 | $8.00K | 0.00% | +21 | New |
| IAG Wealth Partners, LLC | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $11.0K | 0.01% | −1,054−97.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 35 | $14.3K | 0.00% | +5+16.7% | Added |
| West Financial Advisors, LLC | 38 | $15.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $16.0K | 0.00% | −12−23.5% | Reduced |
| TFC Financial Management | 41 | $16.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 46 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $18.0K | 0.00% | +1+2.3% | Added |
| City Holding Co | 50 | $20.0K | 0.00% | −10−16.7% | Reduced |
| Sage Private Wealth Group, LLC | 51 | $20.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $20.0K | 0.01% | +50 | New |
| Evolution Advisers, Inc. | 54 | $21.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $22.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 57 | $23.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 61 | $24.0K | 0.00% | −75−55.1% | Reduced |
| Annapolis Financial Services, LLC | 61 | $25.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $25.0K | 0.00% | +3+5.6% | Added |
| Brown, Lisle/Cummings, Inc. | 68 | $27.3K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $28.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 75 | $30.0K | 0.02% | −14−15.7% | Reduced |
| Bellwether Advisors, LLC | 80 | $32.0K | 0.01% | −63−44.1% | Reduced |
| Bollard Group LLC | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $36.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $36.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $40.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $40.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 99 | $40.0K | 0.00% | +50+102.0% | Added |
| Colonial Trust Advisors | 100 | $40.0K | 0.01% | +100 | New |
| Anchor Investment Management, LLC | 100 | $40.2K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $41.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 112 | $45.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 115 | $46.0K | 0.01% | −14−10.9% | Reduced |
| Canton Hathaway, LLC | 115 | $46.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $47.0K | 0.02% | −117−100.0% | Reduced |
| Newton One Investments LLC | 119 | $48.0K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 123 | $49.0K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 230 | $49.9K | 0.03% | +140+155.6% | Added |
| Horan Securities, Inc. | 125 | $50.0K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $59.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $59.0K | 0.00% | +148 | New |
| TD Capital Management LLC | 147 | $59.0K | 0.01% | +147 | New |
| 1832 Asset Management L.P. | 150 | $60.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $60.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $60.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $60.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 171 | $69.0K | 0.02% | −29−14.5% | Reduced |
| Costello Asset Management, INC | 172 | $69.0K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $71.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 184 | $74.0K | 0.02% | +184 | New |
| Country Trust Bank | 186 | $75.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 192 | $77.0K | 0.03% | +192 | New |
| Field & Main Bank | 200 | $80.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $80.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $80.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $80.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $80.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $84.0K | 0.01% | +12+6.2% | Added |
| Coastal Capital Group, Inc. | 211 | $85.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $87.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $88.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 224 | $90.0K | 0.03% | +200+833.3% | Added |
| Monetary Management Group Inc | 230 | $92.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 237 | $95.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 237 | $95.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $100.0K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 250 | $100.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $101.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 259 | $104.0K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 262 | $105.0K | 0.04% | +262 | New |
| Contravisory Investment Management, Inc. | 269 | $108.0K | 0.04% | +5+1.9% | Added |