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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 533 | $214.0K | 0.06% | +1+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 533 | $214.0K | 0.07% | 00.0% | Unchanged |
| Arjuna Capital | 532 | $214.0K | 0.11% | +532 | New |
| Birch Hill Investment Advisors LLC | 531 | $213.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 528 | $212.0K | 0.03% | −7−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 527 | $211.0K | 0.08% | −8−1.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $211.0K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $209.0K | 0.08% | +521 | New |
| Blackston Financial Advisory Group, LLC | 471 | $209.0K | 0.15% | +471 | New |
| Level Four Advisory Services, LLC | 518 | $208.0K | 0.02% | +33+6.8% | Added |
| Mason & Associates Inc | 518 | $208.0K | 0.07% | +518 | New |
| Libra Wealth LLC | 515 | $207.0K | 0.13% | +515 | New |
| Marcum Wealth, LLC | 512 | $206.0K | 0.03% | −41−7.4% | Reduced |
| Aldebaran Financial Inc. | 506 | $206.0K | 0.24% | +506 | New |
| KWMG, LLC | 508 | $204.0K | 0.03% | −7−1.4% | Reduced |
| Sanford Advisory Services, LLC | 508 | $204.0K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 506 | $203.0K | 0.04% | −40−7.3% | Reduced |
| Parkside Financial Bank & Trust | 505 | $203.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 504 | $202.4K | 0.00% | 00.0% | Unchanged |
| Pachira Investments Inc. | 503 | $202.0K | 0.90% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 502 | $202.0K | 0.06% | +417+490.6% | Added |
| Asset Planning Corporation | 502 | $202.0K | 0.19% | +502 | New |
| Congress Asset Management Co | 500 | $201.0K | 0.00% | −235−32.0% | Reduced |
| J2 Capital Management Inc | 500 | $201.0K | 0.38% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $201.0K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $201.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 500 | $201.0K | 0.01% | +500 | New |
| Maryland Capital Advisors Inc. | 495 | $199.0K | 0.21% | 00.0% | Unchanged |
| Norway Savings Bank | 490 | $197.0K | 0.11% | −20−3.9% | Reduced |
| Hanson & Doremus Investment Management | 475 | $191.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 475 | $191.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 462 | $186.0K | 0.03% | −193−29.5% | Reduced |
| Garde Capital, Inc. | 462 | $186.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $185.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 457 | $184.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 450 | $181.0K | 0.05% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 444 | $178.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 438 | $176.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 434 | $174.0K | 0.14% | −10−2.3% | Reduced |
| Ellevest, Inc. | 367 | $147.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 357 | $143.0K | 0.03% | −678−65.5% | Reduced |
| Blackhill Capital Inc | 351 | $141.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 335 | $135.0K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 330 | $132.0K | 0.01% | −255−43.6% | Reduced |
| Money Concepts Capital Corp | 327 | $131.0K | 0.01% | +1+0.3% | Added |
| FourThought Financial, LLC | 325 | $131.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 301 | $121.0K | 0.05% | −18−5.6% | Reduced |
| JJJ Advisors Inc. | 290 | $120.0K | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 290 | $118.0K | 0.08% | +290 | New |
| Ronald Blue Trust, Inc. | 278 | $115.0K | 0.00% | −51−15.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 273 | $113.0K | 0.11% | +1+0.4% | Added |
| Contravisory Investment Management, Inc. | 269 | $108.0K | 0.04% | +5+1.9% | Added |
| SJS Investment Consulting Inc. | 262 | $105.0K | 0.04% | +262 | New |
| Jackson, Grant Investment Advisers, Inc. | 259 | $104.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $101.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $100.0K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 250 | $100.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 237 | $95.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 237 | $95.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $92.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 224 | $90.0K | 0.03% | +200+833.3% | Added |
| Tortoise Investment Management, LLC | 220 | $88.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $87.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 211 | $85.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $84.0K | 0.01% | +12+6.2% | Added |
| Field & Main Bank | 200 | $80.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $80.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $80.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $80.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $80.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 192 | $77.0K | 0.03% | +192 | New |
| Country Trust Bank | 186 | $75.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 184 | $74.0K | 0.02% | +184 | New |
| Sutton Wealth Advisors Inc. | 177 | $71.1K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 171 | $69.0K | 0.02% | −29−14.5% | Reduced |
| Costello Asset Management, INC | 172 | $69.0K | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $60.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $60.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $60.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $60.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $59.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $59.0K | 0.00% | +148 | New |
| TD Capital Management LLC | 147 | $59.0K | 0.01% | +147 | New |
| Horan Securities, Inc. | 125 | $50.0K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 230 | $49.9K | 0.03% | +140+155.6% | Added |
| Horizons Wealth Management | 123 | $49.0K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 119 | $48.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $47.0K | 0.02% | −117−100.0% | Reduced |
| Surevest, LLC | 115 | $46.0K | 0.01% | −14−10.9% | Reduced |
| Canton Hathaway, LLC | 115 | $46.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 112 | $45.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $41.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $40.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $40.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $40.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 99 | $40.0K | 0.00% | +50+102.0% | Added |
| Colonial Trust Advisors | 100 | $40.0K | 0.01% | +100 | New |
| First Community Trust NA | 90 | $36.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $36.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $34.0K | 0.01% | 00.0% | Unchanged |