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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 35,295 | $14.2M | 1.86% | −182−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 35,028 | $14.1M | 1.87% | −211−0.6% | Reduced |
| Camden Capital, LLC | 34,332 | $13.8M | 3.20% | −1,290−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,223 | $13.7M | 0.07% | +16,476+92.8% | Added |
| Wealth Alliance Advisory Group, LLC | 34,147 | $13.7M | 6.05% | +34,147 | New |
| Janney Montgomery Scott LLC | 33,411 | $13.4M | 0.06% | +1,200+3.7% | Added |
| Carnegie Capital Asset Management, LLC | 33,360 | $13.4M | 0.64% | −313−0.9% | Reduced |
| Hancock Whitney Corp | 33,159 | $13.3M | 0.57% | −761−2.2% | Reduced |
| Financial Partners Capital Management LLC | 32,837 | $13.2M | 3.12% | +107+0.3% | Added |
| Curbstone Financial Management Corp | 31,962 | $12.8M | 3.19% | −554−1.7% | Reduced |
| Trustmark National Bank Trust Department | 31,266 | $12.6M | 1.21% | −82−0.3% | Reduced |
| IFG Advisors, LLC | 30,964 | $12.4M | 6.30% | +986+3.3% | Added |
| Wellspring Financial Advisors, LLC | 30,780 | $12.4M | 4.57% | −1,230−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,686 | $12.3M | 0.07% | +3,774+14.0% | Added |
| Huntington National Bank | – | $12.1M | 0.14% | – | – |
| Comerica Bank | 28,437 | $12.1M | 0.10% | −2,972−9.5% | Reduced |
| Simmons Bank | 29,544 | $11.9M | 1.11% | −963−3.2% | Reduced |
| Green Square Capital Advisors LLC | 29,191 | $11.7M | 2.08% | +791+2.8% | Added |
| Financial Engines Advisors L.L.C. | 28,975 | $11.7M | 0.04% | −2,401−7.7% | Reduced |
| HRT Financial LP | 29,004 | $11.6M | 0.13% | +29,004 | New |
| Massmutual Trust Co FSB | 28,344 | $11.4M | 0.52% | +1,511+5.6% | Added |
| American International Group, Inc. | 28,300 | $11.4M | 0.08% | −1,100−3.7% | Reduced |
| Country Club Bank | 27,007 | $10.9M | 1.04% | −897−3.2% | Reduced |
| Linscomb & Williams, Inc. | 26,834 | $10.8M | 0.65% | −67−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 26,533 | $10.7M | 0.39% | +896+3.5% | Added |
| RMB Capital Management, LLC | 26,191 | $10.5M | 0.39% | +20+0.1% | Added |
| MCF Advisors LLC | 25,309 | $10.2M | 1.13% | −729−2.8% | Reduced |
| Caldwell Trust Co | 25,290 | $10.2M | 1.51% | −479−1.9% | Reduced |
| Youngs Advisory Group, Inc. | 25,187 | $10.1M | 6.51% | +163+0.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 25,009 | $10.0M | 3.00% | −18,678−42.8% | Reduced |
| Moreno Evelyn V | 24,486 | $9.84M | 4.44% | −29,968−55.0% | Reduced |
| Glenmede Trust Co NA | 24,328 | $9.77M | 0.06% | −155−0.6% | Reduced |
| First Financial Bank - Trust Division | 24,320 | $9.77M | 1.20% | −780−3.1% | Reduced |
| Commerce Bank | 23,595 | $9.48M | 0.08% | +380+1.6% | Added |
| Exchange Capital Management, Inc. | 23,303 | $9.36M | 2.17% | −509−2.1% | Reduced |
| Central Bank & Trust Co | 22,553 | $9.06M | 1.95% | +1,005+4.7% | Added |
| Boston Family Office LLC | 22,465 | $9.02M | 0.80% | −110.0% | Reduced |
| Corsicana & Co. | 22,257 | $8.94M | 7.53% | −519−2.3% | Reduced |
| Cetera Advisor Networks LLC | 21,876 | $8.79M | 0.11% | +2,644+13.7% | Added |
| Brown Brothers Harriman & Co | 21,823 | $8.77M | 0.08% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 21,429 | $8.61M | 3.22% | −44−0.2% | Reduced |
| Linker Capital Management Inc. | 21,292 | $8.55M | 10.60% | 00.0% | Unchanged |
| Old National Bancorp | 21,215 | $8.52M | 0.29% | −345−1.6% | Reduced |
| SlateStone Wealth, LLC | 21,180 | $8.51M | 2.26% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 21,166 | $8.50M | 5.34% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,819 | $8.36M | 0.13% | −372−1.8% | Reduced |
| jvl associates llc | 20,441 | $8.21M | 4.97% | +16+0.1% | Added |
| FMR LLC | 20,372 | $8.18M | 0.00% | +347+1.7% | Added |
| Mechanics Bank Trust Department | 20,310 | $8.16M | 1.54% | −104−0.5% | Reduced |
| Pegasus Partners Ltd. | 20,298 | $8.15M | 1.67% | −2,619−11.4% | Reduced |
| Cetera Advisors LLC | 20,263 | $8.14M | 0.22% | +725+3.7% | Added |
| Evercore Wealth Management, LLC | 20,208 | $8.12M | 0.18% | −75−0.4% | Reduced |
| Lutz Financial Services LLC | 20,081 | $8.07M | 1.10% | −30.0% | Reduced |
| Terry L. Blaker | 19,754 | $7.93M | 0.79% | +40+0.2% | Added |
| MML Investors Services, LLC | 19,211 | $7.72M | 0.06% | +1,196+6.6% | Added |
| Cresset Asset Management, LLC | 19,156 | $7.71M | 0.10% | +267+1.4% | Added |
| HSBC Holdings PLC | 18,842 | $7.61M | 0.01% | −1,684−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 18,493 | $7.43M | 0.02% | −407−2.2% | Reduced |
| Fulcrum Capital LLC | 18,465 | $7.42M | 2.20% | +18,465 | New |
| Tiaa, FSB | 18,339 | $7.37M | 0.03% | −123−0.7% | Reduced |
| Sargent Bickham Lagudis LLC | 18,223 | $7.32M | 0.65% | +1,000+5.8% | Added |
| Cerity Partners LLC | 18,186 | $7.30M | 0.09% | −379−2.0% | Reduced |
| Grove Bank & Trust | 18,143 | $7.29M | 1.81% | −28−0.2% | Reduced |
| Dakota Wealth Management | 18,041 | $7.25M | 0.59% | −10,078−35.8% | Reduced |
| Midwest Professional Planners, LTD. | 17,603 | $7.07M | 4.22% | +4,779+37.3% | Added |
| NBT Bank N A | 17,585 | $7.06M | 1.15% | +114+0.7% | Added |
| Newport Capital Group, LLC | 17,236 | $7.02M | 3.64% | +8,529+98.0% | Added |
| Kestra Advisory Services, LLC | 17,350 | $6.97M | 0.07% | +3,334+23.8% | Added |
| Hummer Financial Advisory Services Inc | 17,153 | $6.92M | 8.13% | −20−0.1% | Reduced |
| KCM Investment Advisors LLC | 16,840 | $6.76M | 0.31% | −185−1.1% | Reduced |
| Telemus Capital, LLC | 16,783 | $6.74M | 0.69% | −962−5.4% | Reduced |
| Bank of Nova Scotia | 16,705 | $6.71M | 0.02% | +3,480+26.3% | Added |
| Boston Financial Mangement LLC | 16,559 | $6.65M | 0.29% | +602+3.8% | Added |
| Capstone Financial Advisors, Inc. | 16,549 | $6.65M | 0.61% | −241−1.4% | Reduced |
| Raymond James Trust N.A. | 16,357 | $6.57M | 0.25% | −423−2.5% | Reduced |
| Madison Asset Management, LLC | 16,172 | $6.50M | 0.11% | −7,962−33.0% | Reduced |
| Old Mission Capital LLC | 16,078 | $6.46M | 0.28% | +16,078 | New |
| TKG Advisors, LLC | 16,020 | $6.43M | 5.10% | +2,377+17.4% | Added |
| Ulysses Management LLC | 16,000 | $6.43M | 1.73% | +16,000 | New |
| Williams Jones Wealth Management, LLC. | 15,976 | $6.42M | 0.11% | +60+0.4% | Added |
| Legacy Advisors, LLC | 15,895 | $6.38M | 1.41% | +8+0.1% | Added |
| Howard Capital Management Inc. | 15,843 | $6.36M | 1.87% | −245−1.5% | Reduced |
| MUFG Americas Holdings Corp | 15,686 | $6.30M | 0.16% | −91−0.6% | Reduced |
| Palisade Asset Management, LLC | 15,340 | $6.16M | 0.84% | −130−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,165 | $6.09M | 0.11% | +3,334+28.2% | Added |
| G&S Capital LLC | 15,138 | $6.08M | 3.23% | +1,794+13.4% | Added |
| BW Gestao de Investimentos Ltda. | 15,000 | $6.03M | 1.45% | +15,000 | New |
| Pacific Center for Financial Services | 14,706 | $5.91M | 2.31% | −56−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 14,605 | $5.87M | 2.41% | +135+0.9% | Added |
| Fifth Third Securities, Inc. | 14,473 | $5.84M | 0.84% | −1,020−6.6% | Reduced |
| Legal & General Group Plc | 14,200 | $5.70M | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14,168 | $5.69M | 0.12% | −838−5.6% | Reduced |
| Goelzer Investment Management, Inc. | 14,156 | $5.69M | 0.57% | −1,213−7.9% | Reduced |
| Atria Wealth Solutions, Inc. | 14,103 | $5.69M | 0.10% | +504+3.7% | Added |
| Bridgeworth, LLC | 14,126 | $5.67M | 1.31% | −1,847−11.6% | Reduced |
| Cetera Investment Advisers | 14,056 | $5.65M | 0.11% | −2,841−16.8% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $5.59M | 2.54% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 13,912 | $5.59M | 4.83% | −129−0.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,676 | $5.52M | 4.19% | −372−2.6% | Reduced |
| Round Table Services, LLC | 13,636 | $5.50M | 1.08% | +553+4.2% | Added |