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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,262 | $507.0K | 0.04% | −32−2.5% | Reduced |
| Duncker Streett & Co Inc | 1,271 | $511.0K | 0.13% | −236−15.7% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $511.0K | 0.31% | −153−10.7% | Reduced |
| Valmark Advisers, Inc. | 1,277 | $513.0K | 0.01% | +13+1.0% | Added |
| Long Road Investment Counsel, LLC | 1,285 | $516.0K | 0.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,284 | $518.0K | 0.04% | +13+1.0% | Added |
| Sanders Morris Harris LLC | 1,300 | $522.0K | 0.13% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,262 | $522.0K | 0.21% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,300 | $522.0K | 0.12% | +195+17.6% | Added |
| Aj Wealth Strategies, LLC | 1,311 | $527.0K | 0.03% | +2+0.2% | Added |
| Sequoia Financial Advisors, LLC | 1,319 | $530.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,343 | $539.2K | 0.21% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,354 | $544.0K | 0.25% | 00.0% | Unchanged |
| White Pine Investment CO | 1,362 | $547.0K | 0.23% | +394+40.7% | Added |
| Wealth Architects, LLC | 1,373 | $551.0K | 0.12% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,374 | $552.0K | 0.44% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $554.0K | 0.24% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $558.0K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,390 | $558.0K | 0.01% | +1,214+689.8% | Added |
| Leisure Capital Management | 1,396 | $561.0K | 0.34% | +6+0.4% | Added |
| Almanack Investment Partners, LLC. | 1,400 | $562.0K | 0.11% | +700+100.0% | Added |
| River Wealth Advisors LLC | 1,401 | $563.0K | 0.12% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,408 | $566.0K | 0.01% | +2+0.1% | Added |
| Grimes & Company, Inc. | 1,411 | $567.0K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $569.0K | 0.13% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $576.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,440 | $578.0K | 0.17% | +27+1.9% | Added |
| Miramar Capital, LLC | 1,344 | $584.0K | 0.16% | +100+8.0% | Added |
| Fortress Wealth Group, LLC | 1,460 | $586.0K | 0.44% | −42−2.8% | Reduced |
| Advisors Capital Management, LLC | 1,281 | $586.0K | 0.02% | +234+22.3% | Added |
| Old North State Trust, LLC | 1,468 | $589.0K | 0.51% | +1,467+146,700.0% | Added |
| Quadrant Capital Group LLC | 1,469 | $590.0K | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 1,475 | $592.0K | 0.23% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,478 | $594.0K | 0.07% | −299−16.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,479 | $594.0K | 0.13% | +1+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,478 | $595.0K | 0.10% | +8+0.5% | Added |
| Charles Schwab Trust Co | 1,493 | $600.0K | 0.10% | +1,493 | New |
| Kestra Private Wealth Services, LLC | 1,506 | $605.0K | 0.04% | +420+38.7% | Added |
| Retirement Capital Strategies | 1,508 | $606.0K | 0.28% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $607.0K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,518 | $610.0K | 0.45% | −10−0.7% | Reduced |
| InterOcean Capital Group, LLC | 1,528 | $614.0K | 0.03% | −35−2.2% | Reduced |
| Howland Capital Management LLC | 1,533 | $619.0K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $621.0K | 0.39% | −23−1.5% | Reduced |
| Vista Investment Management | 1,550 | $623.0K | 0.38% | +2+0.1% | Added |
| Acorn Wealth Advisors, LLC | 1,563 | $628.0K | 0.51% | +39+2.6% | Added |
| Arkadios Wealth Advisors | 1,568 | $630.0K | 0.10% | +189+13.7% | Added |
| Neumann Capital Management, LLC | 1,570 | $631.0K | 0.32% | −80−4.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,582 | $635.0K | 0.20% | −36−2.2% | Reduced |
| Wedbush Securities Inc | 1,580 | $635.0K | 0.04% | −19−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,589 | $638.0K | 0.16% | 00.0% | Unchanged |
| American Money Management, LLC | 1,590 | $639.0K | 0.19% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,593 | $640.0K | 0.12% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,615 | $649.0K | 0.17% | +50+3.2% | Added |
| Pettinga Financial Advisors, LLC | 1,616 | $649.0K | 0.22% | −1−0.1% | Reduced |
| Truepoint, Inc. | 1,616 | $649.0K | 0.03% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,628 | $654.0K | 0.03% | +13+0.8% | Added |
| Beck Bode, LLC | 1,634 | $656.0K | 0.14% | +147+9.9% | Added |
| Baldwin Brothers Inc | 1,654 | $664.0K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $669.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,637 | $669.0K | 0.02% | +340+10.3% | Added |
| Scotia Capital Inc. | 1,667 | $670.0K | 0.01% | −52−3.0% | Reduced |
| First Business Financial Services, Inc. | 17,870 | $674.0K | 0.10% | +16,147+937.1% | Added |
| Holistic Financial Partners | 1,677 | $674.0K | 0.67% | +4+0.2% | Added |
| Cornerstone Wealth Management, LLC | 1,691 | $679.0K | 0.08% | −10−0.6% | Reduced |
| Sawgrass Asset Management LLC | 1,690 | $679.0K | 0.10% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,697 | $682.0K | 0.57% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,713 | $688.0K | 0.72% | +1+0.1% | Added |
| Alesco Advisors LLC | 1,718 | $690.0K | 0.03% | −15−0.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $693.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 1,731 | $695.0K | 0.14% | −1,267−42.3% | Reduced |
| Transatlantique Private Wealth LLC | 1,750 | $703.0K | 0.47% | +1,750 | New |
| Carolinas Wealth Consulting LLC | 1,745 | $704.0K | 0.18% | +1+0.1% | Added |
| Schrum Private Wealth Management LLC | 1,752 | $704.0K | 0.89% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,760 | $707.0K | 0.09% | +5+0.3% | Added |
| Braun Stacey Associates Inc | 1,761 | $708.0K | 0.04% | −62−3.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,763 | $708.0K | 0.04% | +1+0.1% | Added |
| Means Investment Co., Inc. | 1,768 | $710.0K | 0.15% | −290−14.1% | Reduced |
| HBK Sorce Advisory LLC | 1,768 | $710.0K | 0.05% | +759+75.2% | Added |
| D.A. Davidson & Co. | 1,773 | $712.0K | 0.01% | −35−1.9% | Reduced |
| Providence First Trust Co | 1,779 | $714.0K | 0.44% | −332−15.7% | Reduced |
| Parsons Capital Management Inc | 1,794 | $721.0K | 0.06% | −5−0.3% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $722.0K | 0.08% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,826 | $733.0K | 0.08% | +1,826 | New |
| Flynn Zito Capital Management, LLC | 1,828 | $734.0K | 0.73% | +1,828 | New |
| Arthur M. Cohen & Associates, LLC | 1,811 | $738.0K | 0.20% | +2+0.1% | Added |
| LCNB Corp | 1,850 | $743.0K | 0.40% | −10−0.5% | Reduced |
| M. Kraus & Co | 1,864 | $749.0K | 0.31% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,870 | $751.0K | 0.32% | +6+0.3% | Added |
| We Are One Seven, LLC | 1,881 | $755.0K | 0.07% | −11−0.6% | Reduced |
| Private Wealth Group, LLC | 1,887 | $758.0K | 1.18% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,900 | $763.0K | 0.00% | −1,200−38.7% | Reduced |
| Parcion Private Wealth LLC | 1,899 | $763.0K | 0.09% | −551−22.5% | Reduced |
| CIBC World Markets Inc. | 1,901 | $764.0K | 0.00% | −5−0.3% | Reduced |
| Maltin Wealth Management, Inc. | 1,903 | $764.0K | 0.60% | +5+0.3% | Added |
| Summit Trail Advisors, LLC | 1,889 | $765.0K | 0.04% | −134−6.6% | Reduced |
| Tompkins Financial Corp | 1,904 | $765.0K | 0.13% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,908 | $766.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,909 | $767.0K | 0.40% | −40−2.1% | Reduced |
| Blue Barn Wealth, LLC | 1,912 | $768.0K | 0.55% | −52−2.6% | Reduced |