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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 3,136 | $1.26M | 0.28% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.26M | 0.71% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,164 | $1.27M | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 3,231 | $1.30M | 0.19% | −78−2.4% | Reduced |
| Walleye Trading LLC | 3,246 | $1.30M | 0.04% | −818−20.1% | Reduced |
| PFG Advisors | 3,277 | $1.32M | 0.15% | −51−1.5% | Reduced |
| Barber Financial Group, Inc. | 3,354 | $1.35M | 0.39% | +3,354 | New |
| Coyle Financial Counsel LLC | 3,362 | $1.35M | 0.90% | −46−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,360 | $1.35M | 0.04% | +161+5.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,364 | $1.35M | 1.23% | +2+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.35M | 0.13% | −21−0.6% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.36M | 0.36% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.36M | 0.20% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,394 | $1.36M | 0.09% | +734+27.6% | Added |
| Paragon Capital Management Ltd | 3,400 | $1.37M | 0.39% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.37M | 0.25% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,424 | $1.38M | 0.07% | −112−3.2% | Reduced |
| SOA Wealth Advisors, LLC. | 3,459 | $1.39M | 0.42% | +3+0.1% | Added |
| Lindbrook Capital, LLC | 3,493 | $1.40M | 0.24% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,503 | $1.41M | 1.64% | −15−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,511 | $1.41M | 0.63% | +10.0% | Added |
| Kingfisher Capital LLC | 3,527 | $1.42M | 0.39% | +2,697+324.9% | Added |
| Nwam LLC | 3,549 | $1.43M | 0.14% | −115−3.1% | Reduced |
| WealthBridge Capital Management, LLC | 3,484 | $1.44M | 0.61% | 00.0% | Unchanged |
| Maryland Capital Management | 3,590 | $1.44M | 0.12% | −75−2.0% | Reduced |
| InTrack Investment Management Inc | 3,626 | $1.46M | 1.61% | −758−17.3% | Reduced |
| Perigon Wealth Management, LLC | 3,629 | $1.46M | 0.13% | +2+0.1% | Added |
| Tiemann Investment Advisors, LLC | 3,632 | $1.46M | 0.95% | −8−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 3,642 | $1.46M | 0.07% | +183+5.3% | Added |
| TSFG, LLC | 3,655 | $1.47M | 0.69% | −79−2.1% | Reduced |
| GWM Advisors LLC | 3,666 | $1.47M | 0.02% | −582−13.7% | Reduced |
| Investment Advisory Group, LLC | 3,683 | $1.48M | 1.03% | +10.0% | Added |
| Sage Financial Management Group, Inc. | 3,698 | $1.49M | 1.31% | −1,587−30.0% | Reduced |
| Lowe Wealth Advisors, LLC | 3,698 | $1.49M | 0.87% | −142−3.7% | Reduced |
| Quantum Private Wealth, LLC | 3,705 | $1.49M | 0.93% | 00.0% | Unchanged |
| Haverford Trust Co | 3,712 | $1.49M | 0.02% | −14−0.4% | Reduced |
| Horizon Investments, LLC | 3,759 | $1.51M | 0.05% | +37+1.0% | Added |
| Founders Financial Securities LLC | 3,769 | $1.51M | 0.27% | +37+1.0% | Added |
| Cannon Global Investment Management, LLC | 3,800 | $1.53M | 2.47% | +3,800 | New |
| Moneta Group Investment Advisors LLC | 3,804 | $1.53M | 0.06% | −286−7.0% | Reduced |
| Jordan Park Group LLC | 3,810 | $1.53M | 0.12% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,819 | $1.53M | 0.52% | −2−0.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,825 | $1.54M | 0.56% | −328−7.9% | Reduced |
| XML Financial, LLC | 3,832 | $1.54M | 0.21% | −20−0.5% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.54M | 1.62% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,857 | $1.55M | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,871 | $1.55M | 0.13% | −50−1.3% | Reduced |
| Element Wealth, LLC | 3,894 | $1.56M | 1.44% | +122+3.2% | Added |
| Leavell Investment Management, Inc. | 3,875 | $1.57M | 0.12% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,896 | $1.57M | 0.15% | 00.0% | Unchanged |
| Darrow Company, Inc. | 3,959 | $1.59M | 1.67% | −24−0.6% | Reduced |
| Focus Financial Network, Inc. | 3,942 | $1.59M | 0.14% | −44−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,977 | $1.60M | 0.14% | +1,736+77.5% | Added |
| Avantax Planning Partners, Inc. | 4,003 | $1.61M | 0.07% | +33+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.62M | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.62M | 0.30% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,062 | $1.63M | 0.66% | +4+0.1% | Added |
| Umb Bank N A | 4,085 | $1.64M | 0.03% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 4,071 | $1.64M | 0.62% | +3+0.1% | Added |
| Northern Oak Wealth Management Inc | 4,120 | $1.66M | 0.25% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,135 | $1.66M | 0.56% | −104−2.5% | Reduced |
| Wade G W & Inc | 4,179 | $1.68M | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,184 | $1.68M | 0.07% | −18−0.4% | Reduced |
| Keeley-Teton Advisors, LLC | 4,200 | $1.69M | 0.23% | −34−0.8% | Reduced |
| Cambridge Advisors Inc. | 4,210 | $1.69M | 0.48% | −35−0.8% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $1.69M | 0.08% | 00.0% | Unchanged |
| Harbor Advisory Corp | 4,248 | $1.71M | 0.79% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 4,291 | $1.72M | 1.46% | −5,346−55.5% | Reduced |
| Financial Architects, Inc | 4,303 | $1.73M | 0.30% | +4,303 | New |
| LeJeune Puetz Investment Counsel LLC | 4,311 | $1.73M | 0.71% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,322 | $1.74M | 0.54% | −5−0.1% | Reduced |
| Clientfirst Wealth Management, LLC | 3,789 | $1.74M | 2.16% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 4,343 | $1.74M | 0.38% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,248 | $1.75M | 0.04% | +316+8.0% | Added |
| Cambridge Trust Co | 4,346 | $1.75M | 0.08% | −12−0.3% | Reduced |
| Kowal Investment Group, LLC | 4,347 | $1.75M | 0.59% | +4,347 | New |
| New England Private Wealth Advisors LLC | 4,412 | $1.77M | 0.42% | +10.0% | Added |
| Element Pointe Advisors, LLC | 4,500 | $1.81M | 1.04% | 00.0% | Unchanged |
| Davidson Trust Co | 4,505 | $1.81M | 1.74% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,567 | $1.83M | 0.43% | −181−3.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,572 | $1.84M | 1.28% | +88+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,575 | $1.84M | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,305 | $1.84M | 0.02% | −186−4.1% | Reduced |
| NorthRock Partners, LLC | 4,578 | $1.84M | 0.21% | +1,495+48.5% | Added |
| Private Asset Management Inc | 4,685 | $1.88M | 0.33% | −383−7.6% | Reduced |
| Courier Capital LLC | 4,685 | $1.88M | 0.23% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,726 | $1.90M | 0.14% | +20+0.4% | Added |
| ZWJ Investment Counsel Inc | 4,746 | $1.91M | 0.12% | −21−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 4,752 | $1.91M | 1.47% | +116+2.5% | Added |
| American Institute for Advanced Investment Management, LLP | 4,762 | $1.91M | 1.79% | −85−1.8% | Reduced |
| West Paces Advisors Inc. | 4,787 | $1.92M | 0.68% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,797 | $1.93M | 0.16% | −107−2.2% | Reduced |
| 55I, LLC | 4,817 | $1.94M | 0.05% | +3,214+200.5% | Added |
| Asset Management Group, Inc. | 4,826 | $1.94M | 0.48% | +14+0.3% | Added |
| Spinnaker Trust | 4,937 | $1.98M | 0.16% | −100−2.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,968 | $2.00M | 0.77% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,983 | $2.00M | 0.47% | +20+0.4% | Added |
| Diversified Trust Co | 4,989 | $2.00M | 0.09% | +1,669+50.3% | Added |
| Quantbot Technologies LP | 5,000 | $2.01M | 0.15% | +5,000 | New |
| JMG Financial Group, Ltd. | 5,043 | $2.03M | 0.13% | 00.0% | Unchanged |