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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 6,934 | $2.79M | 0.81% | −24−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,915 | $2.78M | 0.31% | +51+0.7% | Added |
| Veracity Capital LLC | 6,907 | $2.77M | 1.51% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,873 | $2.76M | 0.30% | −2,876−29.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,546 | $2.76M | 1.30% | +24+0.4% | Added |
| National Asset Management, Inc. | 6,858 | $2.75M | 0.08% | +4,275+165.5% | 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 |
| Ti-Trust, Inc | 6,807 | $2.73M | 2.95% | +287+4.4% | Added |
| Relative Value Partners Group, LLC | 6,801 | $2.73M | 0.22% | +6,801 | New |
| Ballentine Partners, LLC | 6,773 | $2.72M | 0.09% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,709 | $2.69M | 0.76% | −30−0.4% | Reduced |
| Highview Capital Management LLC | 6,555 | $2.63M | 1.95% | +124+1.9% | Added |
| Bristlecone Advisors, LLC | 6,472 | $2.60M | 0.34% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,428 | $2.58M | 0.07% | +5,876+1,064.5% | Added |
| Audent Global Asset Management, LLC | 6,389 | $2.57M | 3.50% | −3,524−35.5% | Reduced |
| Shoker Investment Counsel, Inc. | 6,385 | $2.56M | 1.34% | +454+7.7% | Added |
| St. Johns Investment Management Company, LLC | 6,326 | $2.54M | 1.67% | −170−2.6% | Reduced |
| 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 |
| Sepio Capital, LP | 6,300 | $2.53M | 0.25% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6,227 | $2.50M | 1.15% | +30.0% | Added |
| Northstar Asset Management LLC | 6,215 | $2.50M | 0.83% | 00.0% | Unchanged |
| Graypoint LLC | 6,197 | $2.49M | 0.32% | +3,309+114.6% | Added |
| Intercontinental Wealth Advisors, LLC | 6,114 | $2.46M | 0.77% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 6,026 | $2.42M | 1.37% | −70−1.1% | Reduced |
| Charter Research & Investment Group, Inc. | 6,012 | $2.42M | 2.44% | −180−2.9% | Reduced |
| Naples Global Advisors, LLC | 5,852 | $2.36M | 0.32% | −200−3.3% | Reduced |
| Romano Brothers and Company | 5,870 | $2.36M | 0.38% | +5,870 | New |
| Private Trust Co NA | 5,859 | $2.35M | 0.38% | −84−1.4% | Reduced |
| Hoylecohen, LLC | 5,832 | $2.34M | 0.26% | +37+0.6% | Added |
| Summit Financial, LLC | 5,744 | $2.33M | 0.22% | +441+8.3% | Added |
| Global Retirement Partners, LLC | 5,233 | $2.32M | 0.18% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5,778 | $2.32M | 0.87% | +5,778 | New |
| Matrix Asset Advisors Inc | 5,765 | $2.32M | 0.38% | −41−0.7% | Reduced |
| Coastline Trust Co | 5,680 | $2.28M | 0.37% | +100+1.8% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.27M | 1.00% | 00.0% | Unchanged |
| CWM, LLC | 5,614 | $2.25M | 0.02% | +6+0.1% | Added |
| Regents of the University of California | 5,600 | $2.25M | 0.46% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,459 | $2.19M | 0.06% | +10.0% | Added |
| Fiduciary Trust Co | 5,449 | $2.19M | 0.05% | +722+15.3% | Added |
| AXA S.A. | 5,402 | $2.17M | 0.01% | −264−4.7% | Reduced |
| Baron Financial Group, LLC | 5,333 | $2.14M | 1.44% | −74−1.4% | Reduced |
| Argent Trust Co | 5,321 | $2.14M | 0.15% | −11−0.2% | Reduced |
| First Citizens Bank & Trust Co | 5,287 | $2.12M | 0.07% | −240−4.3% | Reduced |
| Sunflower Bank, N.A. | 5,261 | $2.11M | 0.48% | −218−4.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,256 | $2.11M | 0.08% | +159+3.1% | Added |
| Connecticut Wealth Management, LLC | 5,164 | $2.07M | 0.19% | −29−0.6% | Reduced |
| Buckingham Strategic Partners | 5,121 | $2.06M | 0.12% | +303+6.3% | Added |
| Johnson Financial Group, Inc. | 4,702 | $2.03M | 0.19% | −36−0.8% | Reduced |
| Winthrop Advisory Group LLC | 5,009 | $2.03M | 0.43% | −3−0.1% | Reduced |
| JMG Financial Group, Ltd. | 5,043 | $2.03M | 0.13% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,000 | $2.01M | 0.15% | +5,000 | New |
| Diversified Trust Co | 4,989 | $2.00M | 0.09% | +1,669+50.3% | Added |
| Gilman Hill Asset Management, LLC | 4,983 | $2.00M | 0.47% | +20+0.4% | Added |
| Eldridge Investment Advisors, Inc. | 4,968 | $2.00M | 0.77% | 00.0% | Unchanged |
| Spinnaker Trust | 4,937 | $1.98M | 0.16% | −100−2.0% | Reduced |
| Asset Management Group, Inc. | 4,826 | $1.94M | 0.48% | +14+0.3% | Added |
| 55I, LLC | 4,817 | $1.94M | 0.05% | +3,214+200.5% | Added |
| Csenge Advisory Group | 4,797 | $1.93M | 0.16% | −107−2.2% | Reduced |
| West Paces Advisors Inc. | 4,787 | $1.92M | 0.68% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 4,762 | $1.91M | 1.79% | −85−1.8% | Reduced |
| Tower View Investment Management & Research LLC | 4,752 | $1.91M | 1.47% | +116+2.5% | Added |
| ZWJ Investment Counsel Inc | 4,746 | $1.91M | 0.12% | −21−0.4% | Reduced |
| Wealthsource Partners, LLC | 4,726 | $1.90M | 0.14% | +20+0.4% | Added |
| Private Asset Management Inc | 4,685 | $1.88M | 0.33% | −383−7.6% | Reduced |
| Courier Capital LLC | 4,685 | $1.88M | 0.23% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,578 | $1.84M | 0.21% | +1,495+48.5% | Added |
| TD Waterhouse Canada Inc. | 4,305 | $1.84M | 0.02% | −186−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,575 | $1.84M | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,572 | $1.84M | 1.28% | +88+2.0% | Added |
| Northwest Bancshares, Inc. | 4,567 | $1.83M | 0.43% | −181−3.8% | Reduced |
| Davidson Trust Co | 4,505 | $1.81M | 1.74% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $1.81M | 1.04% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 4,412 | $1.77M | 0.42% | +10.0% | Added |
| Cambridge Trust Co | 4,346 | $1.75M | 0.08% | −12−0.3% | Reduced |
| Kowal Investment Group, LLC | 4,347 | $1.75M | 0.59% | +4,347 | New |
| Brookstone Capital Management | 4,248 | $1.75M | 0.04% | +316+8.0% | Added |
| Spectrum Management Group, LLC | 4,343 | $1.74M | 0.38% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 3,789 | $1.74M | 2.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,322 | $1.74M | 0.54% | −5−0.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,311 | $1.73M | 0.71% | +10.0% | Added |
| Financial Architects, Inc | 4,303 | $1.73M | 0.30% | +4,303 | New |
| Nixon Peabody Trust Co | 4,291 | $1.72M | 1.46% | −5,346−55.5% | Reduced |
| Harbor Advisory Corp | 4,248 | $1.71M | 0.79% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,210 | $1.69M | 0.48% | −35−0.8% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $1.69M | 0.08% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,200 | $1.69M | 0.23% | −34−0.8% | Reduced |
| Merit Financial Group, LLC | 4,184 | $1.68M | 0.07% | −18−0.4% | Reduced |
| Wade G W & Inc | 4,179 | $1.68M | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,135 | $1.66M | 0.56% | −104−2.5% | Reduced |
| Northern Oak Wealth Management Inc | 4,120 | $1.66M | 0.25% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 4,071 | $1.64M | 0.62% | +3+0.1% | Added |
| Umb Bank N A | 4,085 | $1.64M | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,062 | $1.63M | 0.66% | +4+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.62M | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.62M | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,003 | $1.61M | 0.07% | +33+0.8% | Added |
| Joel Isaacson & Co., LLC | 3,977 | $1.60M | 0.14% | +1,736+77.5% | Added |
| Focus Financial Network, Inc. | 3,942 | $1.59M | 0.14% | −44−1.1% | Reduced |