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 |
|---|---|---|---|---|---|
| Peterson Financial Group, Inc. | 617 | $247.8K | 0.24% | +5+0.8% | Added |
| Signet Financial Management, LLC | 616 | $248.0K | 0.05% | −5−0.8% | Reduced |
| Verdence Capital Advisors LLC | 617 | $248.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 619 | $249.0K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 620 | $249.0K | 0.03% | +620 | New |
| CFM Wealth Partners LLC | 629 | $253.0K | 0.08% | +629 | New |
| Etfidea, LLC | 631 | $253.4K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $253.8K | 0.14% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 635 | $255.0K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 635 | $255.0K | 0.02% | +65+11.4% | Added |
| South State Corp. | 640 | $257.0K | 0.03% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $258.0K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 645 | $259.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $260.0K | 0.07% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $261.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 655 | $263.0K | 0.06% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 623 | $263.0K | 0.26% | +623 | New |
| Dohj, LLC | 656 | $264.0K | 0.18% | −3−0.5% | Reduced |
| Baldrige Asset Management LLC | 658 | $264.0K | 0.13% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 660 | $265.0K | 0.54% | +660 | New |
| Donaldson Capital Management, LLC | 662 | $266.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 665 | $267.0K | 0.06% | −35−5.0% | Reduced |
| Paulson Wealth Management Inc. | 666 | $268.0K | 0.14% | −4−0.6% | Reduced |
| TFG Advisers LLC | 670 | $269.0K | 0.15% | +2+0.3% | Added |
| Zacks Investment Management | 669 | $269.0K | 0.00% | +669 | New |
| Cypress Capital Management LLC | 672 | $270.0K | 0.05% | −75−10.0% | Reduced |
| Saxon Interests, Inc. | 631 | $270.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $271.0K | 0.01% | 00.0% | Unchanged |
| WP Advisors, LLC | 678 | $272.0K | 0.12% | +19+2.9% | Added |
| Endurance Wealth Management, Inc. | 679 | $273.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 683 | $274.0K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 685 | $275.0K | 0.36% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 689 | $277.0K | 0.19% | −2−0.3% | Reduced |
| CRA Financial Services, LLC | 689 | $277.0K | 0.10% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 691 | $278.0K | 0.14% | −714−50.8% | Reduced |
| Clearwater Capital Advisors, LLC | 691 | $278.0K | 0.04% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $279.0K | 0.15% | −187−21.2% | Reduced |
| Bensler, LLC | 699 | $280.8K | 0.07% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $282.0K | 0.11% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $282.0K | 0.25% | 00.0% | Unchanged |
| Optimum Investment Advisors | 705 | $283.0K | 0.15% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 706 | $284.0K | 0.06% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 707 | $284.0K | 0.00% | +2+0.3% | Added |
| Beach Investment Counsel Inc | 710 | $285.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 712 | $286.0K | 0.17% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 711 | $286.0K | 0.03% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 712 | $286.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $286.0K | 0.30% | 00.0% | Unchanged |
| Novare Capital Management LLC | 714 | $287.0K | 0.04% | −8−1.1% | Reduced |
| Cortland Associates Inc | 714 | $287.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 720 | $289.0K | 0.34% | −30−4.0% | Reduced |
| Prudential Financial Inc | 718 | $290.0K | 0.00% | −73−9.2% | Reduced |
| United Community Bank | 724 | $290.8K | 0.30% | 00.0% | Unchanged |
| One Capital Management, LLC | 725 | $291.0K | 0.02% | −113−13.5% | Reduced |
| US Financial Advisors, LLC | 725 | $291.0K | 0.16% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $291.0K | 0.08% | 00.0% | Unchanged |
| Private Capital Management LLC | 740 | $297.0K | 0.11% | +2+0.3% | Added |
| Adviser Investments LLC | 739 | $297.0K | 0.02% | −7−0.9% | Reduced |
| Orion Capital Management LLC | 740 | $297.0K | 0.24% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 740 | $297.0K | 0.11% | +740 | New |
| Allspring Global Investments Holdings, LLC | 743 | $298.0K | 0.00% | −81−9.8% | Reduced |
| Baugh & Associates, LLC | 741 | $298.0K | 0.21% | −5−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 748 | $300.0K | 0.06% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $300.0K | 0.06% | +23+3.2% | Added |
| GYL Financial Synergies, LLC | 750 | $301.0K | 0.08% | −188−20.0% | Reduced |
| Jennison Associates LLC | 750 | $301.0K | 0.00% | +102+15.7% | Added |
| Colonial Trust Co | 753 | $303.0K | 0.10% | +753 | New |
| BSW Wealth Partners | 756 | $304.0K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $305.0K | 0.24% | 00.0% | Unchanged |
| Envoi LLC | 765 | $307.3K | 1.03% | +765 | New |
| Janney Capital Management LLC | 767 | $308.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 768 | $308.6K | 0.03% | +3+0.4% | Added |
| REDW Wealth LLC | 777 | $312.0K | 0.12% | +2+0.3% | Added |
| D. Scott Neal, Inc. | 780 | $313.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $313.0K | 0.06% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $313.0K | 0.29% | 00.0% | Unchanged |
| Retirement Planning Group | 779 | $313.0K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $314.0K | 0.12% | −20−2.5% | Reduced |
| Howard Capital Management Group, LLC | 785 | $315.0K | 0.04% | −15−1.9% | Reduced |
| John W. Brooker & Co., CPAs | 785 | $315.0K | 0.20% | +1+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 726 | $315.0K | 0.17% | +240+49.4% | Added |
| Berkeley, Inc | 789 | $316.9K | 0.27% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 790 | $317.0K | 0.10% | +790 | New |
| Peak Planning Group, LLC | 794 | $319.0K | 0.30% | +42+5.6% | Added |
| First Pacific Financial | 796 | $320.0K | 0.18% | −77−8.8% | Reduced |
| Foundations Investment Advisors, LLC | 796 | $320.0K | 0.01% | +120+17.8% | Added |
| Roof Eidam & Maycock | 798 | $321.0K | 0.12% | −535−40.1% | Reduced |
| North Star Asset Management Inc | 800 | $321.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $321.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $321.0K | 0.13% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 800 | $321.0K | 0.10% | +223+38.6% | Added |
| Geneos Wealth Management Inc. | 803 | $322.0K | 0.02% | −337−29.6% | Reduced |
| Price T Rowe Associates Inc | 800 | $322.0K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $322.0K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 804 | $323.0K | 0.09% | −5−0.6% | Reduced |
| Ayrshire Capital Management LLC | 809 | $325.0K | 0.24% | 00.0% | Unchanged |
| Platform Technology Partners | 820 | $329.0K | 0.19% | −610−42.7% | Reduced |
| Seascape Capital Management | 818 | $329.0K | 0.23% | 00.0% | Unchanged |
| Ghe, LLC | 3,677 | $330.0K | 0.37% | +3,677 | New |
| Missouri Trust & Investment Co | 828 | $333.0K | 0.22% | −172−17.2% | Reduced |