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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 830 | $333.0K | 0.03% | −5−0.6% | Reduced |
| First National Trust Co | 829 | $333.0K | 0.02% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 841 | $338.0K | 0.05% | −39−4.4% | Reduced |
| Titleist Asset Management, Ltd. | 845 | $339.0K | 0.08% | −4−0.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $340.0K | 0.26% | 00.0% | Unchanged |
| WBH Advisory Inc | 851 | $342.0K | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $343.0K | 0.00% | −18−2.1% | Reduced |
| Zeke Capital Advisors, LLC | 855 | $343.0K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 853 | $344.1K | 0.05% | −598−41.2% | Reduced |
| Overbrook Management Corp | 860 | $345.0K | 0.10% | −1,000−53.8% | Reduced |
| Denver Wealth Management, Inc. | 858 | $345.0K | 0.33% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 863 | $346.6K | 0.58% | −39−4.3% | Reduced |
| Red Door Wealth Management, LLC | 869 | $349.0K | 0.13% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $351.0K | 0.03% | +873 | New |
| Lowe Brockenbrough & Co Inc | 872 | $353.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 880 | $353.0K | 0.01% | +220+33.3% | Added |
| Eagle Strategies LLC | 880 | $353.0K | 0.18% | +276+45.7% | Added |
| Smith Chas P & Associates Pa Cpas | 884 | $355.0K | 0.03% | +157+21.6% | Added |
| Ground Swell Capital, LLC | 901 | $362.0K | 1.03% | +901 | New |
| Benin Management CORP | 905 | $364.0K | 0.15% | +3+0.3% | Added |
| Petix & Botte Co | 908 | $365.0K | 0.28% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 913 | $367.0K | 0.03% | +913 | New |
| SevenBridge Financial Group, LLC | 917 | $368.0K | 0.12% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $369.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $370.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Corp | 928 | $373.0K | 0.21% | −5−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 934 | $375.0K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 929 | $375.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 944 | $379.0K | 0.12% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 948 | $380.8K | 0.10% | +11+1.2% | Added |
| Waypoint Capital Advisors, LLC | 953 | $382.0K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 943 | $382.0K | 0.04% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 956 | $384.0K | 0.32% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 957 | $384.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 955 | $384.0K | 0.24% | +54+6.0% | Added |
| NEIRG Wealth Management, LLC | 959 | $385.0K | 0.08% | 00.0% | Unchanged |
| Triumph Capital Management | 961 | $386.0K | 0.21% | +64+7.1% | Added |
| Clarus Wealth Advisors | 948 | $391.0K | 0.28% | +29+3.2% | Added |
| WealthPlan Investment Management, LLC | 869 | $393.0K | 0.03% | +869 | New |
| Charter Trust Co | 983 | $395.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 987 | $397.0K | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 990 | $398.0K | 0.28% | −10−1.0% | Reduced |
| Roble, Belko & Company, Inc | 994 | $399.0K | 0.10% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $399.0K | 0.27% | 00.0% | Unchanged |
| Trust Co of Vermont | 993 | $399.0K | 0.03% | +273+37.9% | Added |
| Rathbone Brothers plc | 1,000 | $402.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $402.0K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,000 | $402.0K | 0.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,000 | $402.0K | 0.02% | +45+4.7% | Added |
| National Wealth Management Group, LLC | 1,010 | $405.7K | 0.53% | +1,010 | New |
| Snowden Capital Advisors LLC | 1,012 | $406.0K | 0.02% | −5−0.5% | Reduced |
| Wolverine Trading, LLC | 1,013 | $410.0K | 0.02% | −6,613−86.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,020 | $410.0K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,021 | $410.0K | 0.16% | +1,021 | New |
| Edge Capital Group, LLC | 1,025 | $412.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,041 | $418.1K | 0.09% | +15+1.5% | Added |
| Financial Advisory Service, Inc. | 1,044 | $419.0K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,042 | $420.0K | 0.03% | +91+9.6% | Added |
| MGO Private Wealth, LLC | 1,052 | $422.0K | 0.20% | +1,052 | New |
| ProVise Management Group, LLC | 1,052 | $423.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,055 | $424.0K | 0.03% | −103−8.9% | Reduced |
| Great Valley Advisor Group, Inc. | 1,060 | $426.0K | 0.02% | +1+0.1% | Added |
| Fagan Associates, Inc. | 1,067 | $428.0K | 0.12% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 1,078 | $433.0K | 0.04% | −448−29.4% | Reduced |
| Koss-Olinger Consulting, LLC | 1,079 | $433.0K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,077 | $433.0K | 0.07% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $434.0K | 0.18% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,088 | $437.0K | 0.00% | +58+5.6% | Added |
| WealthShield Partners, LLC | 1,089 | $439.0K | 0.09% | −56−4.9% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $440.0K | 0.03% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,107 | $445.0K | 0.03% | +1,107 | New |
| First National Bank of Omaha | 1,114 | $447.0K | 0.03% | +90+8.8% | Added |
| Brighton Jones LLC | 1,115 | $448.0K | 0.03% | +219+24.4% | Added |
| Bickling Financial Services, Inc. | 1,117 | $449.0K | 0.30% | +1+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,120 | $450.0K | 0.02% | −15−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,120 | $450.0K | 0.02% | +50+4.7% | Added |
| Pacific Sun Financial Corp | 1,130 | $454.0K | 0.32% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,136 | $456.0K | 0.01% | +560+97.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $460.0K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,145 | $460.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,151 | $464.0K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $466.0K | 0.18% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,161 | $466.2K | 0.15% | +118+11.3% | Added |
| Thompson Davis & Co., Inc. | 1,164 | $467.0K | 0.63% | −162−12.2% | Reduced |
| Appleton Partners Inc | 1,181 | $474.0K | 0.05% | −72−5.7% | Reduced |
| WorthPointe, LLC | 1,185 | $476.0K | 0.40% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $478.0K | 0.06% | −60−4.8% | Reduced |
| McIlrath & Eck, LLC | 1,192 | $479.0K | 0.13% | +513+75.6% | Added |
| Independent Advisor Alliance | 1,200 | $482.0K | 0.03% | +1,200 | New |
| Exencial Wealth Advisors, LLC | 1,206 | $484.0K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,211 | $486.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,215 | $488.0K | 0.08% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,214 | $488.0K | 0.27% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,228 | $493.2K | 0.27% | −105−7.9% | Reduced |
| Smithfield Trust Co | 1,250 | $501.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $501.0K | 0.14% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $502.0K | 0.26% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,253 | $503.0K | 0.03% | −69−5.2% | Reduced |
| SJA Financial Advisory, LLC | 1,255 | $504.0K | 0.51% | −117−8.5% | Reduced |
| Roberts Glore & Co Inc | 1,261 | $506.0K | 0.18% | 00.0% | Unchanged |