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 |
|---|---|---|---|---|---|
| Winthrop Advisory Group LLC | 5,009 | $2.03M | 0.43% | −3−0.1% | Reduced |
| Johnson Financial Group, Inc. | 4,702 | $2.03M | 0.19% | −36−0.8% | Reduced |
| Buckingham Strategic Partners | 5,121 | $2.06M | 0.12% | +303+6.3% | Added |
| Connecticut Wealth Management, LLC | 5,164 | $2.07M | 0.19% | −29−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,256 | $2.11M | 0.08% | +159+3.1% | Added |
| Sunflower Bank, N.A. | 5,261 | $2.11M | 0.48% | −218−4.0% | Reduced |
| First Citizens Bank & Trust Co | 5,287 | $2.12M | 0.07% | −240−4.3% | Reduced |
| Argent Trust Co | 5,321 | $2.14M | 0.15% | −11−0.2% | Reduced |
| Baron Financial Group, LLC | 5,333 | $2.14M | 1.44% | −74−1.4% | Reduced |
| AXA S.A. | 5,402 | $2.17M | 0.01% | −264−4.7% | Reduced |
| Fiduciary Trust Co | 5,449 | $2.19M | 0.05% | +722+15.3% | Added |
| Ieq Capital, LLC | 5,459 | $2.19M | 0.06% | +10.0% | Added |
| Regents of the University of California | 5,600 | $2.25M | 0.46% | 00.0% | Unchanged |
| CWM, LLC | 5,614 | $2.25M | 0.02% | +6+0.1% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.27M | 1.00% | 00.0% | Unchanged |
| Coastline Trust Co | 5,680 | $2.28M | 0.37% | +100+1.8% | Added |
| Matrix Asset Advisors Inc | 5,765 | $2.32M | 0.38% | −41−0.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,778 | $2.32M | 0.87% | +5,778 | New |
| Global Retirement Partners, LLC | 5,233 | $2.32M | 0.18% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,744 | $2.33M | 0.22% | +441+8.3% | Added |
| Hoylecohen, LLC | 5,832 | $2.34M | 0.26% | +37+0.6% | Added |
| Private Trust Co NA | 5,859 | $2.35M | 0.38% | −84−1.4% | Reduced |
| Romano Brothers and Company | 5,870 | $2.36M | 0.38% | +5,870 | New |
| Naples Global Advisors, LLC | 5,852 | $2.36M | 0.32% | −200−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 6,012 | $2.42M | 2.44% | −180−2.9% | Reduced |
| Pegasus Asset Management, Inc. | 6,026 | $2.42M | 1.37% | −70−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,114 | $2.46M | 0.77% | 00.0% | Unchanged |
| Graypoint LLC | 6,197 | $2.49M | 0.32% | +3,309+114.6% | Added |
| Northstar Asset Management LLC | 6,215 | $2.50M | 0.83% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6,227 | $2.50M | 1.15% | +30.0% | Added |
| Sepio Capital, LP | 6,300 | $2.53M | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,309 | $2.53M | 0.21% | −221−3.4% | Reduced |
| Keystone Financial Group | 6,309 | $2.53M | 0.51% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,326 | $2.54M | 1.67% | −170−2.6% | Reduced |
| Shoker Investment Counsel, Inc. | 6,385 | $2.56M | 1.34% | +454+7.7% | Added |
| Audent Global Asset Management, LLC | 6,389 | $2.57M | 3.50% | −3,524−35.5% | Reduced |
| TownSquare Capital, LLC | 6,428 | $2.58M | 0.07% | +5,876+1,064.5% | Added |
| Bristlecone Advisors, LLC | 6,472 | $2.60M | 0.34% | 00.0% | Unchanged |
| Highview Capital Management LLC | 6,555 | $2.63M | 1.95% | +124+1.9% | Added |
| Summit Wealth Partners, LLC | 6,709 | $2.69M | 0.76% | −30−0.4% | Reduced |
| Ballentine Partners, LLC | 6,773 | $2.72M | 0.09% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 6,801 | $2.73M | 0.22% | +6,801 | New |
| Ti-Trust, Inc | 6,807 | $2.73M | 2.95% | +287+4.4% | Added |
| Bailard, Inc. | 6,852 | $2.75M | 0.11% | −817−10.7% | Reduced |
| Silvercrest Asset Management Group LLC | 6,851 | $2.75M | 0.02% | +20.0% | Added |
| National Asset Management, Inc. | 6,858 | $2.75M | 0.08% | +4,275+165.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,546 | $2.76M | 1.30% | +24+0.4% | Added |
| Meridian Wealth Management, LLC | 6,873 | $2.76M | 0.30% | −2,876−29.5% | Reduced |
| Veracity Capital LLC | 6,907 | $2.77M | 1.51% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,915 | $2.78M | 0.31% | +51+0.7% | Added |
| Glen Eagle Advisors, LLC | 6,934 | $2.79M | 0.81% | −24−0.3% | Reduced |
| Lido Advisors, LLC | 6,990 | $2.81M | 0.06% | +8+0.1% | Added |
| Avalon Investment & Advisory | 6,995 | $2.81M | 0.09% | −143−2.0% | Reduced |
| Bay Rivers Group | 7,065 | $2.84M | 2.84% | +156+2.3% | Added |
| Gould Asset Management LLC | 7,236 | $2.91M | 0.99% | +475+7.0% | Added |
| Stephenson National Bank & Trust | 7,476 | $3.00M | 2.09% | −1,970−20.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,492 | $3.01M | 0.41% | +7,492 | New |
| Wealthcare Advisory Partners LLC | 7,496 | $3.01M | 0.17% | +2,766+58.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.02M | 1.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,513 | $3.02M | 0.21% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 7,360 | $3.02M | 0.38% | +7,360 | New |
| Stock Yards Bank & Trust Co | 7,640 | $3.07M | 0.13% | +9+0.1% | Added |
| Highland Capital Management, LLC | 7,713 | $3.10M | 0.24% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,740 | $3.11M | 0.06% | −295−3.7% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.12M | 0.10% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,845 | $3.15M | 0.04% | +56+0.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,958 | $3.20M | 0.14% | −521−6.1% | Reduced |
| GFS Advisors, LLC | 7,970 | $3.20M | 0.77% | −2,100−20.9% | Reduced |
| Keybank National Association | 8,006 | $3.21M | 0.02% | −237−2.9% | Reduced |
| CMG Global Holdings, LLC | 8,016 | $3.22M | 3.47% | +105+1.3% | Added |
| Davis R M Inc | 8,047 | $3.23M | 0.09% | −33−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.27M | 0.09% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $3.28M | 1.99% | +7,734 | New |
| Harbour Investments, Inc. | 7,948 | $3.29M | 0.22% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,254 | $3.31M | 0.08% | +1,629+24.6% | Added |
| Salomon & Ludwin, LLC | 8,351 | $3.35M | 0.50% | +861+11.5% | Added |
| Segment Wealth Management, LLC | 8,403 | $3.38M | 0.42% | −48−0.6% | Reduced |
| GenTrust, LLC | 8,426 | $3.42M | 0.30% | −238−2.7% | Reduced |
| Court Place Advisors, LLC | 8,543 | $3.43M | 1.38% | +200+2.4% | Added |
| Renaissance Investment Group LLC | 8,088 | $3.43M | 1.07% | −83−1.0% | Reduced |
| Evensky & Katz LLC | 8,694 | $3.49M | 0.41% | +22+0.3% | Added |
| Atria Investments LLC | 8,716 | $3.50M | 0.08% | −4,167−32.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,827 | $3.54M | 0.08% | −115−1.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,847 | $3.55M | 2.47% | +10.0% | Added |
| Barrett & Company, Inc. | 8,126 | $3.60M | 2.41% | +8,126 | New |
| Connolly Sarah T. | 8,961 | $3.60M | 2.64% | −201−2.2% | Reduced |
| Mercer Global Advisors Inc | 8,970 | $3.60M | 0.02% | +989+12.4% | Added |
| Rhumbline Advisers | 9,040 | $3.63M | 0.01% | −1,321−12.7% | Reduced |
| Qube Research & Technologies Ltd | 9,061 | $3.64M | 0.02% | +9,061 | New |
| Benchmark Financial Wealth Advisors, LLC | 9,103 | $3.66M | 2.15% | +457+5.3% | Added |
| Sageworth Trust Co | 9,147 | $3.67M | 0.32% | +8,149+816.5% | Added |
| Estate Counselors, LLC | 9,225 | $3.71M | 0.57% | +530+6.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,234 | $3.71M | 2.40% | +759+9.0% | Added |
| HB Wealth Management, LLC | 9,316 | $3.74M | 0.08% | +1,081+13.1% | Added |
| Bank of the West | 9,375 | $3.77M | 0.49% | +396+4.4% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $3.79M | 0.04% | +9,444 | New |
| American Portfolios Advisors | 9,511 | $3.82M | 0.16% | −1,703−15.2% | Reduced |
| Balboa Wealth Partners | 9,571 | $3.84M | 1.69% | +9,571 | New |
| United Capital Financial Advisers, LLC | 9,605 | $3.86M | 0.02% | −1,001−9.4% | Reduced |
| Synovus Financial Corp | 9,764 | $3.92M | 0.05% | +54+0.6% | Added |