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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 20,263 | $8.14M | 0.22% | +725+3.7% | Added |
| Pegasus Partners Ltd. | 20,298 | $8.15M | 1.67% | −2,619−11.4% | Reduced |
| Mechanics Bank Trust Department | 20,310 | $8.16M | 1.54% | −104−0.5% | Reduced |
| FMR LLC | 20,372 | $8.18M | 0.00% | +347+1.7% | Added |
| jvl associates llc | 20,441 | $8.21M | 4.97% | +16+0.1% | Added |
| Avantax Advisory Services, Inc. | 20,819 | $8.36M | 0.13% | −372−1.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 21,166 | $8.50M | 5.34% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $8.51M | 2.26% | 00.0% | Unchanged |
| Old National Bancorp | 21,215 | $8.52M | 0.29% | −345−1.6% | Reduced |
| Linker Capital Management Inc. | 21,292 | $8.55M | 10.60% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 21,429 | $8.61M | 3.22% | −44−0.2% | Reduced |
| Brown Brothers Harriman & Co | 21,823 | $8.77M | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,876 | $8.79M | 0.11% | +2,644+13.7% | Added |
| Corsicana & Co. | 22,257 | $8.94M | 7.53% | −519−2.3% | Reduced |
| Boston Family Office LLC | 22,465 | $9.02M | 0.80% | −110.0% | Reduced |
| Central Bank & Trust Co | 22,553 | $9.06M | 1.95% | +1,005+4.7% | Added |
| Exchange Capital Management, Inc. | 23,303 | $9.36M | 2.17% | −509−2.1% | Reduced |
| Commerce Bank | 23,595 | $9.48M | 0.08% | +380+1.6% | Added |
| First Financial Bank - Trust Division | 24,320 | $9.77M | 1.20% | −780−3.1% | Reduced |
| Glenmede Trust Co NA | 24,328 | $9.77M | 0.06% | −155−0.6% | Reduced |
| Moreno Evelyn V | 24,486 | $9.84M | 4.44% | −29,968−55.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 25,009 | $10.0M | 3.00% | −18,678−42.8% | Reduced |
| Youngs Advisory Group, Inc. | 25,187 | $10.1M | 6.51% | +163+0.7% | Added |
| Caldwell Trust Co | 25,290 | $10.2M | 1.51% | −479−1.9% | Reduced |
| MCF Advisors LLC | 25,309 | $10.2M | 1.13% | −729−2.8% | Reduced |
| RMB Capital Management, LLC | 26,191 | $10.5M | 0.39% | +20+0.1% | Added |
| Pinnacle Financial Partners Inc | 26,533 | $10.7M | 0.39% | +896+3.5% | Added |
| Linscomb & Williams, Inc. | 26,834 | $10.8M | 0.65% | −67−0.2% | Reduced |
| Country Club Bank | 27,007 | $10.9M | 1.04% | −897−3.2% | Reduced |
| American International Group, Inc. | 28,300 | $11.4M | 0.08% | −1,100−3.7% | Reduced |
| Massmutual Trust Co FSB | 28,344 | $11.4M | 0.52% | +1,511+5.6% | Added |
| HRT Financial LP | 29,004 | $11.6M | 0.13% | +29,004 | New |
| Financial Engines Advisors L.L.C. | 28,975 | $11.7M | 0.04% | −2,401−7.7% | Reduced |
| Green Square Capital Advisors LLC | 29,191 | $11.7M | 2.08% | +791+2.8% | Added |
| Simmons Bank | 29,544 | $11.9M | 1.11% | −963−3.2% | Reduced |
| Comerica Bank | 28,437 | $12.1M | 0.10% | −2,972−9.5% | Reduced |
| Huntington National Bank | – | $12.1M | 0.14% | – | – |
| Cambridge Investment Research Advisors, Inc. | 30,686 | $12.3M | 0.07% | +3,774+14.0% | Added |
| Wellspring Financial Advisors, LLC | 30,780 | $12.4M | 4.57% | −1,230−3.8% | Reduced |
| IFG Advisors, LLC | 30,964 | $12.4M | 6.30% | +986+3.3% | Added |
| Trustmark National Bank Trust Department | 31,266 | $12.6M | 1.21% | −82−0.3% | Reduced |
| Curbstone Financial Management Corp | 31,962 | $12.8M | 3.19% | −554−1.7% | Reduced |
| Financial Partners Capital Management LLC | 32,837 | $13.2M | 3.12% | +107+0.3% | Added |
| Hancock Whitney Corp | 33,159 | $13.3M | 0.57% | −761−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,360 | $13.4M | 0.64% | −313−0.9% | Reduced |
| Janney Montgomery Scott LLC | 33,411 | $13.4M | 0.06% | +1,200+3.7% | Added |
| Wealth Alliance Advisory Group, LLC | 34,147 | $13.7M | 6.05% | +34,147 | New |
| Rockefeller Capital Management L.P. | 34,223 | $13.7M | 0.07% | +16,476+92.8% | Added |
| Camden Capital, LLC | 34,332 | $13.8M | 3.20% | −1,290−3.6% | Reduced |
| BDO Wealth Advisors, LLC | 35,028 | $14.1M | 1.87% | −211−0.6% | Reduced |
| Vestor Capital, LLC | 35,295 | $14.2M | 1.86% | −182−0.5% | Reduced |
| Covington Capital Management | 36,036 | $14.5M | 0.62% | +939+2.7% | Added |
| Verition Fund Management LLC | 37,011 | $14.9M | 0.20% | +22,290+151.4% | Added |
| Johnson Investment Counsel Inc | 37,030 | $14.9M | 0.22% | +50+0.1% | Added |
| LCM Capital Management Inc | 37,086 | $14.9M | 15.73% | −271−0.7% | Reduced |
| 1st Source Bank | 37,475 | $15.1M | 1.09% | +313+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 37,881 | $15.2M | 0.31% | +1,059+2.9% | Added |
| IFG Advisory, LLC | 37,967 | $15.2M | 1.39% | +31,288+468.5% | Added |
| SG Americas Securities, LLC | 38,688 | $15.5M | 0.24% | −4,063−9.5% | Reduced |
| Yousif Capital Management, LLC | 38,881 | $15.6M | 0.22% | +9,005+30.1% | Added |
| Prio Wealth Limited Partnership | 38,931 | $15.6M | 0.67% | −224−0.6% | Reduced |
| Granite Bay Wealth Management, LLC | 40,527 | $16.3M | 13.08% | −597−1.5% | Reduced |
| MetLife Investment Management | 40,700 | $16.3M | 0.14% | −22,800−35.9% | Reduced |
| Barclays PLC | 41,121 | $16.5M | 0.02% | −28,011−40.5% | Reduced |
| BlackRock Inc. | 42,030 | $16.9M | 0.00% | −15,456−26.9% | Reduced |
| Miracle Mile Advisors, LLC | 42,296 | $17.0M | 0.79% | −2,260−5.1% | Reduced |
| Boston Private Wealth LLC | 43,137 | $17.3M | 0.25% | +492+1.2% | Added |
| Captrust Financial Advisors | 44,364 | $17.8M | 0.10% | −394−0.9% | Reduced |
| Oldfather Financial Services, LLC | 45,669 | $18.3M | 11.49% | +1,260+2.8% | Added |
| Retirement Systems of Alabama | 46,310 | $18.6M | 0.09% | +138+0.3% | Added |
| Klingman & Associates, LLC | 46,438 | $18.7M | 1.83% | +676+1.5% | Added |
| Chicago Partners Investment Group LLC | 42,266 | $18.7M | 1.34% | +1,558+3.8% | Added |
| Crewe Advisors LLC | 47,709 | $19.2M | 3.46% | +39,186+459.8% | Added |
| Cumberland Advisors Inc | 49,010 | $19.7M | 7.84% | +2,815+6.1% | Added |
| Clearstead Advisors, LLC | 49,147 | $19.7M | 1.82% | +547+1.1% | Added |
| Financial Advisory Group | 49,289 | $19.8M | 4.46% | +572+1.2% | Added |
| M&T Bank Corp | 51,234 | $20.6M | 0.09% | −2,731−5.1% | Reduced |
| Squarepoint Ops LLC | 51,421 | $20.7M | 0.18% | +25,024+94.8% | Added |
| Ascent Wealth Partners, LLC | 51,717 | $20.8M | 4.95% | −2,157−4.0% | Reduced |
| Citadel Advisors LLC | 54,505 | $21.9M | 0.03% | +53,793+7,555.2% | Added |
| Bessemer Group Inc | 54,760 | $22.0M | 0.06% | +5,335+10.8% | Added |
| Corient Capital Partners, LLC | 54,604 | $22.6M | 1.74% | +71+0.1% | Added |
| Heritage Investors Management Corp | 57,614 | $23.1M | 1.17% | −1,079−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 57,333 | $23.2M | 0.50% | +2,141+3.9% | Added |
| Bartlett & Co. LLC | 57,333 | $23.2M | 0.50% | +2,141+3.9% | Added |
| Susquehanna International Group, LLP | 58,231 | $23.4M | 0.05% | −18,863−24.5% | Reduced |
| Smith, Moore & Co. | 58,888 | $23.7M | 3.59% | +2,712+4.8% | Added |
| Conning Inc. | 59,907 | $24.1M | 0.85% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 61,531 | $24.7M | 0.70% | +1,451+2.4% | Added |
| Victory Capital Management Inc | 61,708 | $24.8M | 0.03% | −13,400−17.8% | Reduced |
| Stifel Financial Corp | 61,755 | $24.8M | 0.04% | −909−1.5% | Reduced |
| Baird Financial Group, Inc. | 61,986 | $24.9M | 0.07% | +2,199+3.7% | Added |
| Waldron Private Wealth LLC | 63,724 | $25.7M | 1.60% | −236−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 65,772 | $26.4M | 0.54% | −350−0.5% | Reduced |
| Envestnet Asset Management Inc | 65,960 | $26.5M | 0.02% | −1,123−1.7% | Reduced |
| Pittenger & Anderson Inc | 66,420 | $26.7M | 1.60% | −226−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,712 | $26.8M | 1.14% | −677−1.0% | Reduced |
| Citizens Financial Group Inc | 67,807 | $27.2M | 1.21% | −841−1.2% | Reduced |
| Pinnacle Associates Ltd | 68,162 | $27.4M | 0.63% | −1,279−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 70,034 | $28.1M | 0.06% | +2,358+3.5% | Added |