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 |
|---|---|---|---|---|---|
| Darrow Company, Inc. | 3,959 | $1.59M | 1.67% | −24−0.6% | Reduced |
| CAPROCK Group, Inc. | 3,896 | $1.57M | 0.15% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,875 | $1.57M | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,894 | $1.56M | 1.44% | +122+3.2% | Added |
| J.W. Cole Advisors, Inc. | 3,871 | $1.55M | 0.13% | −50−1.3% | Reduced |
| Venturi Wealth Management, LLC | 3,857 | $1.55M | 0.15% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,838 | $1.54M | 1.62% | 00.0% | Unchanged |
| XML Financial, LLC | 3,832 | $1.54M | 0.21% | −20−0.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,825 | $1.54M | 0.56% | −328−7.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,819 | $1.53M | 0.52% | −2−0.1% | Reduced |
| Jordan Park Group LLC | 3,810 | $1.53M | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,804 | $1.53M | 0.06% | −286−7.0% | Reduced |
| Cannon Global Investment Management, LLC | 3,800 | $1.53M | 2.47% | +3,800 | New |
| Founders Financial Securities LLC | 3,769 | $1.51M | 0.27% | +37+1.0% | Added |
| Horizon Investments, LLC | 3,759 | $1.51M | 0.05% | +37+1.0% | Added |
| Haverford Trust Co | 3,712 | $1.49M | 0.02% | −14−0.4% | Reduced |
| Quantum Private Wealth, LLC | 3,705 | $1.49M | 0.93% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 3,698 | $1.49M | 1.31% | −1,587−30.0% | Reduced |
| Lowe Wealth Advisors, LLC | 3,698 | $1.49M | 0.87% | −142−3.7% | Reduced |
| Investment Advisory Group, LLC | 3,683 | $1.48M | 1.03% | +10.0% | Added |
| GWM Advisors LLC | 3,666 | $1.47M | 0.02% | −582−13.7% | Reduced |
| TSFG, LLC | 3,655 | $1.47M | 0.69% | −79−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,642 | $1.46M | 0.07% | +183+5.3% | Added |
| Tiemann Investment Advisors, LLC | 3,632 | $1.46M | 0.95% | −8−0.2% | Reduced |
| Perigon Wealth Management, LLC | 3,629 | $1.46M | 0.13% | +2+0.1% | Added |
| InTrack Investment Management Inc | 3,626 | $1.46M | 1.61% | −758−17.3% | Reduced |
| Maryland Capital Management | 3,590 | $1.44M | 0.12% | −75−2.0% | Reduced |
| WealthBridge Capital Management, LLC | 3,484 | $1.44M | 0.61% | 00.0% | Unchanged |
| Nwam LLC | 3,549 | $1.43M | 0.14% | −115−3.1% | Reduced |
| Kingfisher Capital LLC | 3,527 | $1.42M | 0.39% | +2,697+324.9% | Added |
| Meridian Investment Counsel Inc. | 3,511 | $1.41M | 0.63% | +10.0% | Added |
| Meridian Financial, LLC | 3,503 | $1.41M | 1.64% | −15−0.4% | Reduced |
| Lindbrook Capital, LLC | 3,493 | $1.40M | 0.24% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,459 | $1.39M | 0.42% | +3+0.1% | Added |
| Kingsview Wealth Management, LLC | 3,424 | $1.38M | 0.07% | −112−3.2% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.37M | 0.25% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,400 | $1.37M | 0.39% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,394 | $1.36M | 0.09% | +734+27.6% | Added |
| Oxford Financial Group Ltd | 3,378 | $1.36M | 0.20% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.36M | 0.36% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.35M | 0.13% | −21−0.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,364 | $1.35M | 1.23% | +2+0.1% | Added |
| Coyle Financial Counsel LLC | 3,362 | $1.35M | 0.90% | −46−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,360 | $1.35M | 0.04% | +161+5.0% | Added |
| Barber Financial Group, Inc. | 3,354 | $1.35M | 0.39% | +3,354 | New |
| PFG Advisors | 3,277 | $1.32M | 0.15% | −51−1.5% | Reduced |
| Walleye Trading LLC | 3,246 | $1.30M | 0.04% | −818−20.1% | Reduced |
| Woodstock Corp | 3,231 | $1.30M | 0.19% | −78−2.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,164 | $1.27M | 0.02% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.26M | 0.71% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,136 | $1.26M | 0.28% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,120 | $1.25M | 0.35% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,106 | $1.25M | 0.00% | +1,279+70.0% | Added |
| United Bank | 3,095 | $1.24M | 0.19% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,087 | $1.24M | 0.41% | −50−1.6% | Reduced |
| Aspiriant, LLC | 3,079 | $1.24M | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,046 | $1.22M | 0.08% | +51+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,028 | $1.22M | 0.12% | +3,028 | New |
| L.M. Kohn & Company | 3,000 | $1.21M | 0.59% | −186−5.8% | Reduced |
| Change Path, LLC | 3,001 | $1.21M | 0.07% | −3−0.1% | Reduced |
| CX Institutional | 2,963 | $1.19M | 0.08% | −3,541−54.4% | Reduced |
| Osborne Partners Capital Management, LLC | 2,956 | $1.19M | 0.10% | +15+0.5% | Added |
| Wunderlich Capital Managemnt | 2,944 | $1.18M | 0.76% | +47+1.6% | Added |
| Colony Group LLC | 2,933 | $1.18M | 0.02% | −251−7.9% | Reduced |
| SOL Capital Management CO | 2,915 | $1.17M | 0.24% | +20+0.7% | Added |
| Advus Financial Partners, LLC | 2,889 | $1.17M | 0.83% | −34−1.2% | Reduced |
| Integrated Advisors Network LLC | 2,900 | $1.17M | 0.08% | +83+2.9% | Added |
| Group One Trading, L.P. | 2,872 | $1.15M | 0.04% | +2,172+310.3% | Added |
| Tiedemann Advisors, LLC | 2,831 | $1.15M | 0.07% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,827 | $1.14M | 0.05% | −104−3.5% | Reduced |
| Lyell Wealth Management, LP | 2,808 | $1.13M | 0.19% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.13M | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,797 | $1.12M | 0.04% | +1,748+166.6% | Added |
| Hardy Reed LLC | 2,775 | $1.11M | 0.25% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,774 | $1.11M | 1.36% | +2,774 | New |
| Pinnacle Family Advisors, LLC | 2,766 | $1.11M | 0.96% | +2,766 | New |
| Connectus Wealth, LLC | 2,714 | $1.09M | 0.02% | +700+34.8% | Added |
| Point72 Asset Management, L.P. | 2,700 | $1.08M | 0.00% | +2,000+285.7% | Added |
| Deutsche Bank AG | 2,690 | $1.08M | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,654 | $1.07M | 0.10% | −268−9.2% | Reduced |
| Greenleaf Trust | 2,615 | $1.05M | 0.02% | −160−5.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,583 | $1.04M | 0.25% | +285+12.4% | Added |
| International Assets Investment Management, LLC | 2,578 | $1.04M | 0.22% | +25+1.0% | Added |
| RFG Advisory, LLC | 2,317 | $1.03M | 0.06% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,558 | $1.03M | 0.43% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,557 | $1.03M | 0.27% | −64−2.4% | Reduced |
| First Heartland Consultants, Inc. | 2,542 | $1.02M | 0.17% | +2,542 | New |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.02M | 0.10% | −22−0.9% | Reduced |
| Regions Financial Corp | 2,526 | $1.01M | 0.01% | −64−2.5% | Reduced |
| Western Wealth Management, LLC | 2,477 | $993.0K | 0.06% | −2−0.1% | Reduced |
| Middleton & Co Inc | 2,461 | $988.0K | 0.15% | −610−19.9% | Reduced |
| North Star Investment Management Corp. | 2,431 | $976.0K | 0.10% | +10.0% | Added |
| TruWealth Advisors, LLC | 2,406 | $966.0K | 0.10% | −59−2.4% | Reduced |
| Cozad Asset Management Inc | 2,403 | $965.0K | 0.16% | −28−1.2% | Reduced |
| Sigma Investment Counselors Inc | 2,400 | $964.0K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,401 | $964.0K | 0.02% | +2,401 | New |
| Stephens Inc | 2,389 | $960.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,380 | $956.0K | 0.13% | 00.0% | Unchanged |
| First Western Trust Bank | 2,361 | $948.0K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,350 | $945.0K | 0.05% | −7,768−76.8% | Reduced |