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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 9,834 | $3.95M | 1.75% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 61,120 | $3.96M | 3.58% | +61,120 | New |
| Sonata Capital Group Inc | 9,930 | $3.99M | 2.20% | −290−2.8% | Reduced |
| Associated Banc-Corp | 9,966 | $4.00M | 0.18% | −11−0.1% | Reduced |
| RBF Capital, LLC | 10,000 | $4.02M | 0.34% | 00.0% | Unchanged |
| Allworth Financial LP | 10,007 | $4.02M | 0.05% | −214−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,020 | $4.03M | 0.65% | −120−1.2% | Reduced |
| Resonant Capital Advisors, LLC | 9,935 | $4.03M | 0.61% | −297−2.9% | Reduced |
| Millennium Management LLC | 10,036 | $4.03M | 0.00% | +10,036 | New |
| Hudson Valley Investment Advisors Inc | 10,109 | $4.06M | 0.65% | −407−3.9% | Reduced |
| Gries Financial LLC | 10,140 | $4.07M | 1.72% | −27−0.3% | Reduced |
| Diversified Portfolios, Inc. | 10,275 | $4.13M | 1.11% | −166−1.6% | Reduced |
| Flputnam Investment Management Co | 10,409 | $4.18M | 0.16% | −80−0.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,455 | $4.20M | 0.36% | −70−0.7% | Reduced |
| Firestone Capital Management | 10,546 | $4.24M | 1.72% | +40.0% | Added |
| Savant Capital, LLC | 10,631 | $4.27M | 0.13% | −340−3.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,634 | $4.27M | 0.51% | −35−0.3% | Reduced |
| Intrepid Financial Planning Group LLC | 10,733 | $4.31M | 2.45% | −416−3.7% | Reduced |
| Latigo Investments, LLC | 10,962 | $4.40M | 3.71% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,045 | $4.44M | 0.20% | +3,000+37.3% | Added |
| Central Trust Co | 11,062 | $4.44M | 0.15% | +597+5.7% | Added |
| Adirondack Trust Co | 11,141 | $4.47M | 2.50% | +136+1.2% | Added |
| Journey Strategic Wealth LLC | 11,152 | $4.48M | 0.60% | 00.0% | Unchanged |
| Motco | 11,156 | $4.48M | 0.35% | −574−4.9% | Reduced |
| Modera Wealth Management, LLC | 11,173 | $4.49M | 0.23% | −461−4.0% | Reduced |
| KMG Fiduciary Partners, LLC | 11,372 | $4.57M | 0.88% | −5,369−32.1% | Reduced |
| Peak Asset Management, LLC | 11,396 | $4.58M | 1.30% | −50.0% | Reduced |
| RMR Wealth Builders | 11,683 | $4.69M | 1.15% | +918+8.5% | Added |
| AE Wealth Management LLC | 11,776 | $4.73M | 0.04% | +5,061+75.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,806 | $4.74M | 0.79% | −6−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 11,876 | $4.77M | 2.56% | +550+4.9% | Added |
| Sand Hill Global Advisors, LLC | 11,888 | $4.78M | 0.30% | −41−0.3% | Reduced |
| First Horizon Advisors, Inc. | 12,003 | $4.82M | 0.19% | −410−3.3% | Reduced |
| Franklin Resources Inc | 12,400 | $4.98M | 0.00% | +23+0.2% | Added |
| Simplex Trading, LLC | 12,460 | $5.00M | 0.19% | −4,437−26.3% | Reduced |
| Fifth Third Bancorp | 12,518 | $5.03M | 0.03% | −729−5.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,585 | $5.05M | 1.42% | −389−3.0% | Reduced |
| Private Advisor Group, LLC | 12,594 | $5.06M | 0.06% | −1,714−12.0% | Reduced |
| Capital Fund Management S.A. | 12,604 | $5.06M | 0.13% | +12,604 | New |
| Staley Capital Advisers Inc | 12,763 | $5.13M | 0.33% | −152−1.2% | Reduced |
| Lincoln National Corp | 12,784 | $5.13M | 0.13% | +11+0.1% | Added |
| Unionview, LLC | 12,903 | $5.18M | 5.92% | +171+1.3% | Added |
| Retirement Income Solutions, Inc | 12,937 | $5.23M | 1.88% | −10−0.1% | Reduced |
| Wealthspire Advisors, LLC | 13,106 | $5.26M | 0.11% | +441+3.5% | Added |
| Chesley Taft & Associates LLC | 13,230 | $5.31M | 0.39% | +70+0.5% | Added |
| Montz Harcus Wealth Management LLC | 13,317 | $5.35M | 5.89% | +88+0.7% | Added |
| Bank of New Hampshire | 13,383 | $5.38M | 1.68% | −220−1.6% | Reduced |
| Community Bank, N.A. | 13,505 | $5.42M | 0.83% | −230−1.7% | Reduced |
| Busey Wealth Management | 13,517 | $5.43M | 0.27% | 00.0% | Unchanged |
| AMG National Trust Bank | 13,560 | $5.45M | 0.21% | +5,320+64.6% | Added |
| Smith Anglin Financial, LLC | 13,663 | $5.49M | 1.16% | +36+0.3% | Added |
| Round Table Services, LLC | 13,636 | $5.50M | 1.08% | +553+4.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,676 | $5.52M | 4.19% | −372−2.6% | Reduced |
| Colorado Capital Management, Inc. | 13,912 | $5.59M | 4.83% | −129−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $5.59M | 2.54% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,056 | $5.65M | 0.11% | −2,841−16.8% | Reduced |
| Bridgeworth, LLC | 14,126 | $5.67M | 1.31% | −1,847−11.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,103 | $5.69M | 0.10% | +504+3.7% | Added |
| Goelzer Investment Management, Inc. | 14,156 | $5.69M | 0.57% | −1,213−7.9% | Reduced |
| Bokf, NA | 14,168 | $5.69M | 0.12% | −838−5.6% | Reduced |
| Legal & General Group Plc | 14,200 | $5.70M | 0.00% | 00.0% | Unchanged |
| Fifth Third Securities, Inc. | 14,473 | $5.84M | 0.84% | −1,020−6.6% | Reduced |
| Peddock Capital Advisors, LLC | 14,605 | $5.87M | 2.41% | +135+0.9% | Added |
| Pacific Center for Financial Services | 14,706 | $5.91M | 2.31% | −56−0.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 15,000 | $6.03M | 1.45% | +15,000 | New |
| G&S Capital LLC | 15,138 | $6.08M | 3.23% | +1,794+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 15,165 | $6.09M | 0.11% | +3,334+28.2% | Added |
| Palisade Asset Management, LLC | 15,340 | $6.16M | 0.84% | −130−0.8% | Reduced |
| MUFG Americas Holdings Corp | 15,686 | $6.30M | 0.16% | −91−0.6% | Reduced |
| Howard Capital Management Inc. | 15,843 | $6.36M | 1.87% | −245−1.5% | Reduced |
| Legacy Advisors, LLC | 15,895 | $6.38M | 1.41% | +8+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 15,976 | $6.42M | 0.11% | +60+0.4% | Added |
| Ulysses Management LLC | 16,000 | $6.43M | 1.73% | +16,000 | New |
| TKG Advisors, LLC | 16,020 | $6.43M | 5.10% | +2,377+17.4% | Added |
| Old Mission Capital LLC | 16,078 | $6.46M | 0.28% | +16,078 | New |
| Madison Asset Management, LLC | 16,172 | $6.50M | 0.11% | −7,962−33.0% | Reduced |
| Raymond James Trust N.A. | 16,357 | $6.57M | 0.25% | −423−2.5% | Reduced |
| Capstone Financial Advisors, Inc. | 16,549 | $6.65M | 0.61% | −241−1.4% | Reduced |
| Boston Financial Mangement LLC | 16,559 | $6.65M | 0.29% | +602+3.8% | Added |
| Bank of Nova Scotia | 16,705 | $6.71M | 0.02% | +3,480+26.3% | Added |
| Telemus Capital, LLC | 16,783 | $6.74M | 0.69% | −962−5.4% | Reduced |
| KCM Investment Advisors LLC | 16,840 | $6.76M | 0.31% | −185−1.1% | Reduced |
| Hummer Financial Advisory Services Inc | 17,153 | $6.92M | 8.13% | −20−0.1% | Reduced |
| Kestra Advisory Services, LLC | 17,350 | $6.97M | 0.07% | +3,334+23.8% | Added |
| Newport Capital Group, LLC | 17,236 | $7.02M | 3.64% | +8,529+98.0% | Added |
| NBT Bank N A | 17,585 | $7.06M | 1.15% | +114+0.7% | Added |
| Midwest Professional Planners, LTD. | 17,603 | $7.07M | 4.22% | +4,779+37.3% | Added |
| Dakota Wealth Management | 18,041 | $7.25M | 0.59% | −10,078−35.8% | Reduced |
| Grove Bank & Trust | 18,143 | $7.29M | 1.81% | −28−0.2% | Reduced |
| Cerity Partners LLC | 18,186 | $7.30M | 0.09% | −379−2.0% | Reduced |
| Sargent Bickham Lagudis LLC | 18,223 | $7.32M | 0.65% | +1,000+5.8% | Added |
| Tiaa, FSB | 18,339 | $7.37M | 0.03% | −123−0.7% | Reduced |
| Fulcrum Capital LLC | 18,465 | $7.42M | 2.20% | +18,465 | New |
| CIBC Private Wealth Group, LLC | 18,493 | $7.43M | 0.02% | −407−2.2% | Reduced |
| HSBC Holdings PLC | 18,842 | $7.61M | 0.01% | −1,684−8.2% | Reduced |
| Cresset Asset Management, LLC | 19,156 | $7.71M | 0.10% | +267+1.4% | Added |
| MML Investors Services, LLC | 19,211 | $7.72M | 0.06% | +1,196+6.6% | Added |
| Terry L. Blaker | 19,754 | $7.93M | 0.79% | +40+0.2% | Added |
| Lutz Financial Services LLC | 20,081 | $8.07M | 1.10% | −30.0% | Reduced |
| Evercore Wealth Management, LLC | 20,208 | $8.12M | 0.18% | −75−0.4% | Reduced |