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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 1,914 | $768.8K | 0.28% | −35−1.8% | Reduced |
| Pathstone Family Office, LLC | 1,923 | $772.4K | 0.01% | −39−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 1,924 | $773.0K | 0.03% | 00.0% | Unchanged |
| Lynch & Associates | 1,928 | $774.0K | 0.23% | +109+6.0% | Added |
| Essex Financial Services, Inc. | 1,948 | $782.0K | 0.09% | +425+27.9% | Added |
| Cambridge Associates LLC | 1,950 | $783.0K | 0.06% | +1,950 | New |
| Pacific Financial Group Inc | 1,951 | $784.0K | 0.70% | −198−9.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,705 | $788.0K | 0.52% | −77−4.3% | Reduced |
| Bill Few Associates, Inc. | 1,971 | $791.0K | 0.54% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,991 | $800.0K | 0.15% | +423+27.0% | Added |
| Tennessee Valley Asset Management Partners | 1,999 | $803.0K | 0.31% | −59−2.9% | Reduced |
| Choate Investment Advisors | 2,008 | $807.0K | 0.05% | −2−0.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,851 | $807.0K | 0.23% | +1+0.1% | Added |
| Independent Financial Group, LLC | 2,021 | $812.0K | 0.07% | +488+31.8% | Added |
| Spire Wealth Management | 2,021 | $812.0K | 0.05% | −11,865−85.4% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $816.0K | 0.11% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $818.0K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 2,042 | $820.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,049 | $823.0K | 0.17% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,054 | $825.0K | 0.00% | +1,848+897.1% | Added |
| Clear Creek Financial Management, LLC | 2,068 | $831.0K | 0.18% | +731+54.7% | Added |
| Boothbay Fund Management, LLC | 2,074 | $833.0K | 0.03% | +2,074 | New |
| Two Sigma Securities, LLC | 2,076 | $834.0K | 0.12% | +2,076 | New |
| Manchester Capital Management LLC | 2,078 | $835.0K | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,089 | $839.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $839.0K | 0.63% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,090 | $840.0K | 0.30% | −44−2.1% | Reduced |
| CPWM, LLC | 2,097 | $842.0K | 0.08% | +2,097 | New |
| Sigma Planning Corp | 2,098 | $843.0K | 0.03% | +578+38.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,102 | $844.0K | 0.57% | +37+1.8% | Added |
| Rockland Trust Co | 2,104 | $845.0K | 0.06% | −34−1.6% | Reduced |
| Congress Wealth Management LLC | 2,136 | $858.0K | 0.02% | −56−2.6% | Reduced |
| Trexquant Investment LP | 2,145 | $862.0K | 0.03% | +2,145 | New |
| Beacon Financial Advisory LLC | 2,153 | $865.0K | 0.62% | +4+0.2% | Added |
| O'Brien Greene & Co. Inc | 2,160 | $867.0K | 0.11% | +1,440+200.0% | Added |
| TD Private Client Wealth LLC | 2,163 | $868.8K | 0.04% | +26+1.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $872.0K | 0.11% | −230−9.6% | Reduced |
| EWG Elevate Inc. | 2,174 | $873.0K | 0.49% | −834−27.7% | Reduced |
| Shufro Rose & Co LLC | 2,186 | $878.0K | 0.09% | +56+2.6% | Added |
| ARS Investment Partners, LLC | 2,186 | $878.0K | 0.12% | +145+7.1% | Added |
| Bryn Mawr Trust Co | 2,201 | $884.0K | 0.04% | +254+13.0% | Added |
| Zhang Financial LLC | 2,207 | $887.0K | 0.13% | +101+4.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,250 | $903.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,254 | $905.0K | 0.23% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,261 | $908.0K | 0.00% | −4,914−68.5% | Reduced |
| Ziegler Capital Management, LLC | 2,261 | $908.0K | 0.04% | −579−20.4% | Reduced |
| Belpointe Asset Management LLC | 2,265 | $911.0K | 0.06% | −1,872−45.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,288 | $919.0K | 0.05% | −177−7.2% | Reduced |
| Warner Financial, Inc | 2,302 | $925.0K | 0.74% | +10.0% | Added |
| Moors & Cabot, Inc. | 2,310 | $928.0K | 0.07% | +219+10.5% | Added |
| Baystate Wealth Management LLC | 2,349 | $944.0K | 0.10% | +8+0.3% | Added |
| Prospera Financial Services Inc | 2,350 | $945.0K | 0.05% | −7,768−76.8% | Reduced |
| First Western Trust Bank | 2,361 | $948.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,380 | $956.0K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 2,389 | $960.0K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,400 | $964.0K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,401 | $964.0K | 0.02% | +2,401 | New |
| Cozad Asset Management Inc | 2,403 | $965.0K | 0.16% | −28−1.2% | Reduced |
| TruWealth Advisors, LLC | 2,406 | $966.0K | 0.10% | −59−2.4% | Reduced |
| North Star Investment Management Corp. | 2,431 | $976.0K | 0.10% | +10.0% | Added |
| Middleton & Co Inc | 2,461 | $988.0K | 0.15% | −610−19.9% | Reduced |
| Western Wealth Management, LLC | 2,477 | $993.0K | 0.06% | −2−0.1% | Reduced |
| Regions Financial Corp | 2,526 | $1.01M | 0.01% | −64−2.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.02M | 0.10% | −22−0.9% | Reduced |
| First Heartland Consultants, Inc. | 2,542 | $1.02M | 0.17% | +2,542 | New |
| Montecito Bank & Trust | 2,557 | $1.03M | 0.27% | −64−2.4% | Reduced |
| RFG Advisory, LLC | 2,317 | $1.03M | 0.06% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,558 | $1.03M | 0.43% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,578 | $1.04M | 0.22% | +25+1.0% | Added |
| Moloney Securities Asset Management, LLC | 2,583 | $1.04M | 0.25% | +285+12.4% | Added |
| Greenleaf Trust | 2,615 | $1.05M | 0.02% | −160−5.8% | Reduced |
| Beaumont Financial Partners, LLC | 2,654 | $1.07M | 0.10% | −268−9.2% | Reduced |
| Deutsche Bank AG | 2,690 | $1.08M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,700 | $1.08M | 0.00% | +2,000+285.7% | Added |
| Connectus Wealth, LLC | 2,714 | $1.09M | 0.02% | +700+34.8% | Added |
| Pinnacle Family Advisors, LLC | 2,766 | $1.11M | 0.96% | +2,766 | New |
| Harvest Investment Services, LLC | 2,774 | $1.11M | 1.36% | +2,774 | New |
| Hardy Reed LLC | 2,775 | $1.11M | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,797 | $1.12M | 0.04% | +1,748+166.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.13M | 0.17% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,808 | $1.13M | 0.19% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,827 | $1.14M | 0.05% | −104−3.5% | Reduced |
| Tiedemann Advisors, LLC | 2,831 | $1.15M | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,872 | $1.15M | 0.04% | +2,172+310.3% | Added |
| Advus Financial Partners, LLC | 2,889 | $1.16M | 0.62% | −34−1.2% | Reduced |
| Integrated Advisors Network LLC | 2,900 | $1.17M | 0.08% | +83+2.9% | Added |
| SOL Capital Management CO | 2,915 | $1.17M | 0.24% | +20+0.7% | Added |
| Colony Group LLC | 2,933 | $1.18M | 0.02% | −251−7.9% | Reduced |
| Wunderlich Capital Managemnt | 2,944 | $1.18M | 0.76% | +47+1.6% | Added |
| Osborne Partners Capital Management, LLC | 2,956 | $1.19M | 0.10% | +15+0.5% | Added |
| CX Institutional | 2,963 | $1.19M | 0.08% | −3,541−54.4% | Reduced |
| L.M. Kohn & Company | 3,000 | $1.21M | 0.59% | −186−5.8% | Reduced |
| Change Path, LLC | 3,001 | $1.21M | 0.07% | −3−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,028 | $1.22M | 0.12% | +3,028 | New |
| Wesbanco Bank Inc | 3,046 | $1.22M | 0.08% | +51+1.7% | Added |
| Aspiriant, LLC | 3,079 | $1.24M | 0.06% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,087 | $1.24M | 0.41% | −50−1.6% | Reduced |
| United Bank | 3,095 | $1.24M | 0.19% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,106 | $1.25M | 0.00% | +1,279+70.0% | Added |
| Wealth Advisory Solutions, LLC | 3,120 | $1.25M | 0.35% | 00.0% | Unchanged |