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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2,349 | $944.0K | 0.10% | +8+0.3% | Added |
| Moors & Cabot, Inc. | 2,310 | $928.0K | 0.07% | +219+10.5% | Added |
| Warner Financial, Inc | 2,302 | $925.0K | 0.74% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 2,288 | $919.0K | 0.05% | −177−7.2% | Reduced |
| Belpointe Asset Management LLC | 2,265 | $911.0K | 0.06% | −1,872−45.3% | Reduced |
| Jane Street Group, LLC | 2,261 | $908.0K | 0.00% | −4,914−68.5% | Reduced |
| Ziegler Capital Management, LLC | 2,261 | $908.0K | 0.04% | −579−20.4% | Reduced |
| 9258 Wealth Management, LLC | 2,254 | $905.0K | 0.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,250 | $903.0K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,207 | $887.0K | 0.13% | +101+4.8% | Added |
| Bryn Mawr Trust Co | 2,201 | $884.0K | 0.04% | +254+13.0% | Added |
| Shufro Rose & Co LLC | 2,186 | $878.0K | 0.09% | +56+2.6% | Added |
| ARS Investment Partners, LLC | 2,186 | $878.0K | 0.12% | +145+7.1% | Added |
| EWG Elevate Inc. | 2,174 | $873.0K | 0.49% | −834−27.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $872.0K | 0.11% | −230−9.6% | Reduced |
| TD Private Client Wealth LLC | 2,163 | $868.8K | 0.04% | +26+1.2% | Added |
| O'Brien Greene & Co. Inc | 2,160 | $867.0K | 0.11% | +1,440+200.0% | Added |
| Beacon Financial Advisory LLC | 2,153 | $865.0K | 0.62% | +4+0.2% | Added |
| Trexquant Investment LP | 2,145 | $862.0K | 0.03% | +2,145 | New |
| Congress Wealth Management LLC | 2,136 | $858.0K | 0.02% | −56−2.6% | Reduced |
| Rockland Trust Co | 2,104 | $845.0K | 0.06% | −34−1.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,102 | $844.0K | 0.57% | +37+1.8% | Added |
| Sigma Planning Corp | 2,098 | $843.0K | 0.03% | +578+38.0% | Added |
| CPWM, LLC | 2,097 | $842.0K | 0.08% | +2,097 | New |
| First National Bank of Mount Dora, Trust Investment Services | 2,090 | $840.0K | 0.30% | −44−2.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,089 | $839.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $839.0K | 0.63% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,078 | $835.0K | 0.15% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,076 | $834.0K | 0.12% | +2,076 | New |
| Boothbay Fund Management, LLC | 2,074 | $833.0K | 0.03% | +2,074 | New |
| Clear Creek Financial Management, LLC | 2,068 | $831.0K | 0.18% | +731+54.7% | Added |
| Toronto Dominion Bank | 2,054 | $825.0K | 0.00% | +1,848+897.1% | Added |
| Glassman Wealth Services | 2,049 | $823.0K | 0.17% | 00.0% | Unchanged |
| HM Payson & Co | 2,042 | $820.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $818.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,032 | $816.0K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 2,021 | $812.0K | 0.05% | −11,865−85.4% | Reduced |
| Independent Financial Group, LLC | 2,021 | $812.0K | 0.07% | +488+31.8% | Added |
| Choate Investment Advisors | 2,008 | $807.0K | 0.05% | −2−0.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,851 | $807.0K | 0.23% | +1+0.1% | Added |
| Tennessee Valley Asset Management Partners | 1,999 | $803.0K | 0.31% | −59−2.9% | Reduced |
| Altfest L J & Co Inc | 1,991 | $800.0K | 0.15% | +423+27.0% | Added |
| Bill Few Associates, Inc. | 1,971 | $791.0K | 0.54% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,705 | $788.0K | 0.52% | −77−4.3% | Reduced |
| Pacific Financial Group Inc | 1,951 | $784.0K | 0.70% | −198−9.2% | Reduced |
| Cambridge Associates LLC | 1,950 | $783.0K | 0.06% | +1,950 | New |
| Essex Financial Services, Inc. | 1,948 | $782.0K | 0.09% | +425+27.9% | Added |
| Lynch & Associates | 1,928 | $774.0K | 0.23% | +109+6.0% | Added |
| BKD Wealth Advisors, LLC | 1,924 | $773.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,923 | $772.4K | 0.01% | −39−2.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,914 | $768.8K | 0.28% | −35−1.8% | Reduced |
| Blue Barn Wealth, LLC | 1,912 | $768.0K | 0.55% | −52−2.6% | Reduced |
| Prosperity Planning, Inc. | 1,909 | $767.0K | 0.40% | −40−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 1,908 | $766.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,889 | $765.0K | 0.04% | −134−6.6% | Reduced |
| Tompkins Financial Corp | 1,904 | $765.0K | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,901 | $764.0K | 0.00% | −5−0.3% | Reduced |
| Maltin Wealth Management, Inc. | 1,903 | $764.0K | 0.60% | +5+0.3% | Added |
| Renaissance Technologies LLC | 1,900 | $763.0K | 0.00% | −1,200−38.7% | Reduced |
| Parcion Private Wealth LLC | 1,899 | $763.0K | 0.09% | −551−22.5% | Reduced |
| Private Wealth Group, LLC | 1,887 | $758.0K | 1.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,881 | $755.0K | 0.07% | −11−0.6% | Reduced |
| Frisch Financial Group, Inc. | 1,870 | $751.0K | 0.32% | +6+0.3% | Added |
| M. Kraus & Co | 1,864 | $749.0K | 0.31% | 00.0% | Unchanged |
| LCNB Corp | 1,850 | $743.0K | 0.40% | −10−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,811 | $738.0K | 0.20% | +2+0.1% | Added |
| Flynn Zito Capital Management, LLC | 1,828 | $734.0K | 0.73% | +1,828 | New |
| BancorpSouth Bank | 1,826 | $733.0K | 0.08% | +1,826 | New |
| Zions Bancorporation, N.A. | 1,798 | $722.0K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,794 | $721.0K | 0.06% | −5−0.3% | Reduced |
| Providence First Trust Co | 1,779 | $714.0K | 0.44% | −332−15.7% | Reduced |
| D.A. Davidson & Co. | 1,773 | $712.0K | 0.01% | −35−1.9% | Reduced |
| Means Investment Co., Inc. | 1,768 | $710.0K | 0.15% | −290−14.1% | Reduced |
| HBK Sorce Advisory LLC | 1,768 | $710.0K | 0.05% | +759+75.2% | Added |
| Braun Stacey Associates Inc | 1,761 | $708.0K | 0.04% | −62−3.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,763 | $708.0K | 0.04% | +1+0.1% | Added |
| Evanson Asset Management, LLC | 1,760 | $707.0K | 0.09% | +5+0.3% | Added |
| Carolinas Wealth Consulting LLC | 1,745 | $704.0K | 0.18% | +1+0.1% | Added |
| Schrum Private Wealth Management LLC | 1,752 | $704.0K | 0.89% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,750 | $703.0K | 0.47% | +1,750 | New |
| Wealth Alliance | 1,731 | $695.0K | 0.14% | −1,267−42.3% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $693.0K | 0.09% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,718 | $690.0K | 0.03% | −15−0.9% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,713 | $688.0K | 0.72% | +1+0.1% | Added |
| Gator Capital Management, LLC | 1,697 | $682.0K | 0.57% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,691 | $679.0K | 0.08% | −10−0.6% | Reduced |
| Sawgrass Asset Management LLC | 1,690 | $679.0K | 0.10% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 17,870 | $674.0K | 0.10% | +16,147+937.1% | Added |
| Holistic Financial Partners | 1,677 | $674.0K | 0.67% | +4+0.2% | Added |
| Scotia Capital Inc. | 1,667 | $670.0K | 0.01% | −52−3.0% | Reduced |
| Legacy Private Trust Co. | 1,666 | $669.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,637 | $669.0K | 0.02% | +340+10.3% | Added |
| Baldwin Brothers Inc | 1,654 | $664.0K | 0.09% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,634 | $656.0K | 0.14% | +147+9.9% | Added |
| Orgel Wealth Management, LLC | 1,628 | $654.0K | 0.03% | +13+0.8% | Added |
| Journey Advisory Group, LLC | 1,615 | $649.0K | 0.17% | +50+3.2% | Added |
| Pettinga Financial Advisors, LLC | 1,616 | $649.0K | 0.22% | −1−0.1% | Reduced |
| Truepoint, Inc. | 1,616 | $649.0K | 0.03% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,593 | $640.0K | 0.12% | 00.0% | Unchanged |
| American Money Management, LLC | 1,590 | $639.0K | 0.19% | 00.0% | Unchanged |