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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 273 | $113.0K | 0.11% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 278 | $115.0K | 0.00% | −51−15.5% | Reduced |
| Cowa, LLC | 290 | $118.0K | 0.08% | +290 | New |
| JJJ Advisors Inc. | 290 | $120.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 301 | $121.0K | 0.05% | −18−5.6% | Reduced |
| Money Concepts Capital Corp | 327 | $131.0K | 0.01% | +1+0.3% | Added |
| FourThought Financial, LLC | 325 | $131.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 330 | $132.0K | 0.01% | −255−43.6% | Reduced |
| Tyler-Stone Wealth Management | 335 | $135.0K | 0.10% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $141.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 357 | $143.0K | 0.03% | −678−65.5% | Reduced |
| Ellevest, Inc. | 367 | $147.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 434 | $174.0K | 0.14% | −10−2.3% | Reduced |
| Mascoma Wealth Management LLC | 438 | $176.0K | 0.06% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 444 | $178.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 450 | $181.0K | 0.05% | +1+0.2% | Added |
| Bangor Savings Bank | 457 | $184.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $185.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 462 | $186.0K | 0.03% | −193−29.5% | Reduced |
| Garde Capital, Inc. | 462 | $186.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $191.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 475 | $191.0K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 490 | $197.0K | 0.11% | −20−3.9% | Reduced |
| Maryland Capital Advisors Inc. | 495 | $199.0K | 0.21% | 00.0% | Unchanged |
| Congress Asset Management Co | 500 | $201.0K | 0.00% | −235−32.0% | Reduced |
| J2 Capital Management Inc | 500 | $201.0K | 0.38% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $201.0K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $201.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 500 | $201.0K | 0.01% | +500 | New |
| Pachira Investments Inc. | 503 | $202.0K | 0.90% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 502 | $202.0K | 0.06% | +417+490.6% | Added |
| Asset Planning Corporation | 502 | $202.0K | 0.19% | +502 | New |
| Federation des caisses Desjardins du Quebec | 504 | $202.4K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 506 | $203.0K | 0.04% | −40−7.3% | Reduced |
| Parkside Financial Bank & Trust | 505 | $203.0K | 0.06% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $204.0K | 0.03% | −7−1.4% | Reduced |
| Sanford Advisory Services, LLC | 508 | $204.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 512 | $206.0K | 0.03% | −41−7.4% | Reduced |
| Aldebaran Financial Inc. | 506 | $206.0K | 0.24% | +506 | New |
| Libra Wealth LLC | 515 | $207.0K | 0.13% | +515 | New |
| Level Four Advisory Services, LLC | 518 | $208.0K | 0.02% | +33+6.8% | Added |
| Mason & Associates Inc | 518 | $208.0K | 0.07% | +518 | New |
| Aprio Wealth Management, LLC | 521 | $209.0K | 0.08% | +521 | New |
| Blackston Financial Advisory Group, LLC | 471 | $209.0K | 0.15% | +471 | New |
| Lakeview Capital Partners, LLC | 527 | $211.0K | 0.08% | −8−1.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $211.0K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 528 | $212.0K | 0.03% | −7−1.3% | Reduced |
| Birch Hill Investment Advisors LLC | 531 | $213.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 533 | $214.0K | 0.06% | +1+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 533 | $214.0K | 0.07% | 00.0% | Unchanged |
| Arjuna Capital | 532 | $214.0K | 0.11% | +532 | New |
| High Net Worth Advisory Group LLC | 539 | $216.0K | 0.09% | −1−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $216.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $216.0K | 0.05% | 00.0% | Unchanged |
| Weil Company, Inc. | 540 | $217.0K | 0.13% | −415−43.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 541 | $217.0K | 0.00% | −35−6.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 542 | $218.0K | 0.10% | 00.0% | Unchanged |
| American National Bank | 544 | $219.0K | 0.05% | +544 | New |
| Arete Wealth Advisors, LLC | 549 | $220.0K | 0.02% | −68−11.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 547 | $220.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 547 | $220.0K | 0.03% | +1+0.2% | Added |
| Cadinha & Co LLC | 548 | $220.0K | 0.07% | +548 | New |
| American Trust | 551 | $221.0K | 0.02% | −111−16.8% | Reduced |
| Echo Wealth Management, LLC | 522 | $222.0K | 0.29% | −30−5.4% | Reduced |
| Octavia Wealth Advisors, LLC | 551 | $222.0K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 552 | $222.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 557 | $223.0K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 556 | $223.0K | 0.04% | +556 | New |
| Morris Retirement Advisors, LLC | 543 | $224.0K | 0.19% | −71−11.6% | Reduced |
| Abbrea Capital, LLC | 555 | $224.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 559 | $225.0K | 0.06% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $227.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $229.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $229.0K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $231.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 574 | $231.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 576 | $231.0K | 0.15% | +14+2.5% | Added |
| New England Asset Management Inc | 576 | $231.0K | 0.00% | +576 | New |
| Legacy Financial Strategies, LLC | 576 | $231.0K | 0.11% | +576 | New |
| Concentrum Wealth Management | 575 | $231.0K | 0.20% | +575 | New |
| Summit Asset Management, LLC | 578 | $232.0K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 577 | $232.0K | 0.12% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 580 | $233.0K | 0.02% | −475−45.0% | Reduced |
| M Holdings Securities, Inc. | 579 | $233.0K | 0.03% | −6−1.0% | Reduced |
| Forum Financial Management, LP | 580 | $233.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $234.0K | 0.15% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 585 | $235.0K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 584 | $235.0K | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 588 | $236.0K | 0.15% | −13−2.2% | Reduced |
| Personal Capital Advisors Corp | 595 | $239.0K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 595 | $239.0K | 0.01% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 600 | $241.0K | 0.03% | −25−4.0% | Reduced |
| SPC Financial, Inc. | 600 | $241.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $241.0K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $241.0K | 0.13% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 604 | $242.6K | 0.12% | +39+6.9% | Added |
| V Wealth Advisors LLC | 603 | $243.0K | 0.05% | −54−8.2% | Reduced |
| Shaker Investments LLC | 610 | $245.0K | 0.16% | +2+0.3% | Added |
| Ascent Group, LLC | 557 | $247.0K | 0.03% | 00.0% | Unchanged |