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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 13,663 | $5.49M | 1.16% | +36+0.3% | Added |
| AMG National Trust Bank | 13,560 | $5.45M | 0.21% | +5,320+64.6% | Added |
| Busey Wealth Management | 13,517 | $5.43M | 0.27% | 00.0% | Unchanged |
| Community Bank, N.A. | 13,505 | $5.42M | 0.83% | −230−1.7% | Reduced |
| Bank of New Hampshire | 13,383 | $5.38M | 1.68% | −220−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 13,317 | $5.35M | 5.89% | +88+0.7% | Added |
| Chesley Taft & Associates LLC | 13,230 | $5.31M | 0.39% | +70+0.5% | Added |
| Wealthspire Advisors, LLC | 13,106 | $5.26M | 0.11% | +441+3.5% | Added |
| Retirement Income Solutions, Inc | 12,937 | $5.23M | 1.88% | −10−0.1% | Reduced |
| Unionview, LLC | 12,903 | $5.18M | 5.92% | +171+1.3% | Added |
| Lincoln National Corp | 12,784 | $5.13M | 0.13% | +11+0.1% | Added |
| Staley Capital Advisers Inc | 12,763 | $5.13M | 0.33% | −152−1.2% | Reduced |
| Capital Fund Management S.A. | 12,604 | $5.06M | 0.13% | +12,604 | New |
| Private Advisor Group, LLC | 12,594 | $5.06M | 0.06% | −1,714−12.0% | Reduced |
| Meridian Wealth Advisors, LLC | 12,585 | $5.05M | 1.42% | −389−3.0% | Reduced |
| Fifth Third Bancorp | 12,518 | $5.03M | 0.03% | −729−5.5% | Reduced |
| Simplex Trading, LLC | 12,460 | $5.00M | 0.19% | −4,437−26.3% | Reduced |
| Franklin Resources Inc | 12,400 | $4.98M | 0.00% | +23+0.2% | Added |
| First Horizon Advisors, Inc. | 12,003 | $4.82M | 0.19% | −410−3.3% | Reduced |
| Sand Hill Global Advisors, LLC | 11,888 | $4.78M | 0.30% | −41−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 11,876 | $4.77M | 2.56% | +550+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,806 | $4.74M | 0.79% | −6−0.1% | Reduced |
| AE Wealth Management LLC | 11,776 | $4.73M | 0.04% | +5,061+75.4% | Added |
| RMR Wealth Builders | 11,683 | $4.69M | 1.15% | +918+8.5% | Added |
| Peak Asset Management, LLC | 11,396 | $4.58M | 1.30% | −50.0% | Reduced |
| KMG Fiduciary Partners, LLC | 11,372 | $4.57M | 0.88% | −5,369−32.1% | Reduced |
| Modera Wealth Management, LLC | 11,173 | $4.49M | 0.23% | −461−4.0% | Reduced |
| Motco | 11,156 | $4.48M | 0.35% | −574−4.9% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $4.48M | 0.60% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,141 | $4.47M | 2.50% | +136+1.2% | Added |
| Central Trust Co | 11,062 | $4.44M | 0.15% | +597+5.7% | Added |
| Ameritas Investment Partners, Inc. | 11,045 | $4.44M | 0.20% | +3,000+37.3% | Added |
| Latigo Investments, LLC | 10,962 | $4.40M | 3.71% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 10,733 | $4.31M | 2.45% | −416−3.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,634 | $4.27M | 0.51% | −35−0.3% | Reduced |
| Savant Capital, LLC | 10,631 | $4.27M | 0.13% | −340−3.1% | Reduced |
| Firestone Capital Management | 10,546 | $4.24M | 1.72% | +40.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,455 | $4.20M | 0.36% | −70−0.7% | Reduced |
| Flputnam Investment Management Co | 10,409 | $4.18M | 0.16% | −80−0.8% | Reduced |
| Diversified Portfolios, Inc. | 10,275 | $4.13M | 1.11% | −166−1.6% | Reduced |
| Gries Financial LLC | 10,140 | $4.07M | 1.72% | −27−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 10,109 | $4.06M | 0.65% | −407−3.9% | Reduced |
| Millennium Management LLC | 10,036 | $4.03M | 0.00% | +10,036 | New |
| Resonant Capital Advisors, LLC | 9,935 | $4.03M | 0.61% | −297−2.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,020 | $4.03M | 0.65% | −120−1.2% | Reduced |
| Allworth Financial LP | 10,007 | $4.02M | 0.05% | −214−2.1% | Reduced |
| RBF Capital, LLC | 10,000 | $4.02M | 0.34% | 00.0% | Unchanged |
| Associated Banc-Corp | 9,966 | $4.00M | 0.18% | −11−0.1% | Reduced |
| Sonata Capital Group Inc | 9,930 | $3.99M | 2.20% | −290−2.8% | Reduced |
| Coco Enterprises, LLC | 61,120 | $3.96M | 3.58% | +61,120 | New |
| Raffa Wealth Management, LLC | 9,834 | $3.95M | 1.75% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,764 | $3.92M | 0.05% | +54+0.6% | Added |
| United Capital Financial Advisers, LLC | 9,605 | $3.86M | 0.02% | −1,001−9.4% | Reduced |
| Balboa Wealth Partners | 9,571 | $3.84M | 1.69% | +9,571 | New |
| American Portfolios Advisors | 9,511 | $3.82M | 0.16% | −1,703−15.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $3.79M | 0.04% | +9,444 | New |
| Bank of the West | 9,375 | $3.77M | 0.49% | +396+4.4% | Added |
| HB Wealth Management, LLC | 9,316 | $3.74M | 0.08% | +1,081+13.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,234 | $3.71M | 2.40% | +759+9.0% | Added |
| Estate Counselors, LLC | 9,225 | $3.71M | 0.57% | +530+6.1% | Added |
| Sageworth Trust Co | 9,147 | $3.67M | 0.32% | +8,149+816.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 9,103 | $3.66M | 2.15% | +457+5.3% | Added |
| Qube Research & Technologies Ltd | 9,061 | $3.64M | 0.02% | +9,061 | New |
| Rhumbline Advisers | 9,040 | $3.63M | 0.01% | −1,321−12.7% | Reduced |
| Mercer Global Advisors Inc | 8,970 | $3.60M | 0.02% | +989+12.4% | Added |
| Connolly Sarah T. | 8,961 | $3.60M | 2.64% | −201−2.2% | Reduced |
| Barrett & Company, Inc. | 8,126 | $3.60M | 2.41% | +8,126 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,847 | $3.55M | 2.47% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 8,827 | $3.54M | 0.08% | −115−1.3% | Reduced |
| Atria Investments LLC | 8,716 | $3.50M | 0.08% | −4,167−32.3% | Reduced |
| Evensky & Katz LLC | 8,694 | $3.49M | 0.41% | +22+0.3% | Added |
| Renaissance Investment Group LLC | 8,088 | $3.43M | 1.07% | −83−1.0% | Reduced |
| Court Place Advisors, LLC | 8,543 | $3.43M | 1.38% | +200+2.4% | Added |
| GenTrust, LLC | 8,426 | $3.42M | 0.30% | −238−2.7% | Reduced |
| Segment Wealth Management, LLC | 8,403 | $3.38M | 0.42% | −48−0.6% | Reduced |
| Salomon & Ludwin, LLC | 8,351 | $3.35M | 0.50% | +861+11.5% | Added |
| Oppenheimer & Co Inc | 8,254 | $3.31M | 0.08% | +1,629+24.6% | Added |
| Harbour Investments, Inc. | 7,948 | $3.29M | 0.22% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $3.28M | 1.99% | +7,734 | New |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.27M | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 8,047 | $3.23M | 0.09% | −33−0.4% | Reduced |
| CMG Global Holdings, LLC | 8,016 | $3.22M | 3.47% | +105+1.3% | Added |
| Keybank National Association | 8,006 | $3.21M | 0.02% | −237−2.9% | Reduced |
| GFS Advisors, LLC | 7,970 | $3.20M | 0.77% | −2,100−20.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,958 | $3.20M | 0.14% | −521−6.1% | Reduced |
| Segall Bryant & Hamill, LLC | 7,845 | $3.15M | 0.04% | +56+0.7% | Added |
| Chilton Investment Co LLC | 7,773 | $3.12M | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,740 | $3.11M | 0.06% | −295−3.7% | Reduced |
| Highland Capital Management, LLC | 7,713 | $3.10M | 0.24% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,640 | $3.07M | 0.13% | +9+0.1% | Added |
| Guardian Capital Advisors LP | 7,360 | $3.02M | 0.38% | +7,360 | New |
| Wetherby Asset Management Inc | 7,513 | $3.02M | 0.21% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.02M | 1.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,496 | $3.01M | 0.17% | +2,766+58.5% | Added |
| Baker Tilly Wealth Management, LLC | 7,492 | $3.01M | 0.41% | +7,492 | New |
| Stephenson National Bank & Trust | 7,476 | $3.00M | 2.09% | −1,970−20.9% | Reduced |
| Gould Asset Management LLC | 7,236 | $2.91M | 0.99% | +475+7.0% | Added |
| Bay Rivers Group | 7,065 | $2.84M | 2.84% | +156+2.3% | Added |
| Avalon Investment & Advisory | 6,995 | $2.81M | 0.09% | −143−2.0% | Reduced |
| Lido Advisors, LLC | 6,990 | $2.81M | 0.06% | +8+0.1% | Added |