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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 71,175 | $28.6M | 1.11% | −10,399−12.7% | Reduced |
| Financial Counselors Inc | 74,488 | $29.9M | 0.74% | −632−0.8% | Reduced |
| Henshaw Capital LLC | 75,150 | $30.2M | 2.23% | 00.0% | Unchanged |
| Hyman Charles D | 75,582 | $30.4M | 2.33% | +365+0.5% | Added |
| Blair William & Co | 81,255 | $32.6M | 0.15% | +4,570+6.0% | Added |
| Portland Global Advisors LLC | 85,046 | $34.2M | 6.83% | −585−0.7% | Reduced |
| Mariner, LLC | 86,845 | $34.9M | 0.14% | +2,571+3.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 87,979 | $35.3M | 0.08% | −2,327−2.6% | Reduced |
| Washington Trust Co | 91,701 | $36.8M | 1.85% | −529−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 93,856 | $37.7M | 0.10% | +2,989+3.3% | Added |
| State Street Corp | 96,679 | $38.9M | 0.00% | −7,788−7.5% | Reduced |
| Sandy Spring Bank | 104,348 | $41.9M | 2.66% | −1,205−1.1% | Reduced |
| Ameriprise Financial Inc | 104,402 | $41.9M | 0.02% | +4,124+4.1% | Added |
| Eaton Vance Management | 111,456 | $44.8M | 0.07% | +248+0.2% | Added |
| Montag A & Associates Inc | 112,185 | $45.3M | 3.13% | −2,382−2.1% | Reduced |
| Brookfield Asset Management Inc. | 116,491 | $46.8M | 0.17% | +116,491 | New |
| Credit Suisse AG | 119,512 | $48.0M | 0.05% | +18,870+18.7% | Added |
| Alliancebernstein L.P. | 122,054 | $49.0M | 0.02% | +7,434+6.5% | Added |
| Hills Bank & Trust Co | 126,910 | $51.0M | 7.51% | +16,824+15.3% | Added |
| Waddell & Associates, LLC | 133,630 | $53.7M | 10.39% | +2,613+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 133,824 | $53.8M | 0.09% | −290.0% | Reduced |
| Brown Advisory Inc | 136,770 | $54.9M | 0.11% | −727−0.5% | Reduced |
| HighTower Advisors, LLC | 138,115 | $55.5M | 0.15% | +313+0.2% | Added |
| FineMark National Bank & Trust | 139,380 | $56.0M | 2.78% | −3,090−2.2% | Reduced |
| Truist Financial Corp | 144,258 | $57.9M | 0.11% | +1,253+0.9% | Added |
| LPL Financial LLC | 148,886 | $59.8M | 0.06% | −3,564−2.3% | Reduced |
| Whittier Trust Co | 158,229 | $63.6M | 1.33% | −872−0.5% | Reduced |
| Welch & Forbes LLC | 160,692 | $64.5M | 1.26% | +1,768+1.1% | Added |
| Citigroup Inc | 168,100 | $67.5M | 0.10% | +6,504+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 176,417 | $70.9M | 0.24% | −124,576−41.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 180,000 | $72.3M | 0.37% | −200,000−52.6% | Reduced |
| MAI Capital Management | 210,829 | $84.7M | 1.60% | +3,374+1.6% | Added |
| Bank of New York Mellon Corp | 216,659 | $87.0M | 0.02% | +402+0.2% | Added |
| First Republic Investment Management, Inc. | 238,551 | $95.8M | 0.25% | +2,379+1.0% | Added |
| Conservest Capital Advisors, Inc. | – | $96.6M | 13.60% | – | – |
| JPMorgan Chase & Co | 242,561 | $97.4M | 0.02% | +159,000+190.3% | Added |
| BNP Paribas Arbitrage, SA | 252,039 | $101.2M | 0.26% | −33,028−11.6% | Reduced |
| Royal Bank of Canada | 276,929 | $111.2M | 0.04% | +22,017+8.6% | Added |
| Arvest Trust Co N A | 294,291 | $118.2M | 8.13% | +272+0.1% | Added |
| Raymond James & Associates | 383,277 | $154.0M | 0.16% | +33,124+9.5% | Added |
| Creative Planning | 411,339 | $165.2M | 0.29% | −38,857−8.6% | Reduced |
| Bank of Montreal | 474,265 | $205.6M | 0.16% | +7,431+1.6% | Added |
| Goldman Sachs Group Inc | 538,812 | $216.4M | 0.06% | −809,176−60.0% | Reduced |
| UBS Group AG | 569,667 | $228.8M | 0.13% | −30,380−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 830,143 | $333.4M | 0.35% | −6,435−0.8% | Reduced |
| Veritable, L.P. | 994,995 | $399.6M | 7.77% | −15,725−1.6% | Reduced |
| Morgan Stanley | 1,054,343 | $423.5M | 0.06% | +84,219+8.7% | Added |
| US Bancorp | 1,089,200 | $437.5M | 0.90% | −14,612−1.3% | Reduced |
| Northern Trust Corp | 1,205,659 | $484.3M | 0.11% | −30,905−2.5% | Reduced |
| Wells Fargo & Company | 1,565,526 | $628.8M | 0.22% | −93,713−5.6% | Reduced |
| Bank of America Corp | 1,948,506 | $782.6M | 0.10% | −67,817−3.4% | Reduced |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −45,388−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −17,965−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,919−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,205−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Ardent Capital Management, Inc. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Strategic Wealth Partners Group LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Sensible Financial Planning & Management, LLC. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Investment Advisory Services Inc | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Vickerman Investment Advisors, Inc. | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |