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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 1,589 | $638.0K | 0.16% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,582 | $635.0K | 0.20% | −36−2.2% | Reduced |
| Wedbush Securities Inc | 1,580 | $635.0K | 0.04% | −19−1.2% | Reduced |
| Neumann Capital Management, LLC | 1,570 | $631.0K | 0.32% | −80−4.8% | Reduced |
| Arkadios Wealth Advisors | 1,568 | $630.0K | 0.10% | +189+13.7% | Added |
| Acorn Wealth Advisors, LLC | 1,563 | $628.0K | 0.51% | +39+2.6% | Added |
| Vista Investment Management | 1,550 | $623.0K | 0.38% | +2+0.1% | Added |
| VeraBank, N.A. | 1,545 | $621.0K | 0.39% | −23−1.5% | Reduced |
| Howland Capital Management LLC | 1,533 | $619.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,528 | $614.0K | 0.03% | −35−2.2% | Reduced |
| Samalin Investment Counsel, LLC | 1,518 | $610.0K | 0.45% | −10−0.7% | Reduced |
| Bank of Hawaii | 1,510 | $607.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $606.0K | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,506 | $605.0K | 0.04% | +420+38.7% | Added |
| Charles Schwab Trust Co | 1,493 | $600.0K | 0.10% | +1,493 | New |
| Plante Moran Financial Advisors, LLC | 1,478 | $595.0K | 0.10% | +8+0.5% | Added |
| GM Advisory Group, Inc. | 1,478 | $594.0K | 0.07% | −299−16.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,479 | $594.0K | 0.13% | +1+0.1% | Added |
| Bank of Stockton | 1,475 | $592.0K | 0.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,469 | $590.0K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,468 | $589.0K | 0.51% | +1,467+146,700.0% | Added |
| Fortress Wealth Group, LLC | 1,460 | $586.0K | 0.44% | −42−2.8% | Reduced |
| Advisors Capital Management, LLC | 1,281 | $586.0K | 0.02% | +234+22.3% | Added |
| Miramar Capital, LLC | 1,344 | $584.0K | 0.16% | +100+8.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,440 | $578.0K | 0.17% | +27+1.9% | Added |
| Park National Corp | 1,434 | $576.0K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $569.0K | 0.13% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,411 | $567.0K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,408 | $566.0K | 0.01% | +2+0.1% | Added |
| River Wealth Advisors LLC | 1,401 | $563.0K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,400 | $562.0K | 0.11% | +700+100.0% | Added |
| Leisure Capital Management | 1,396 | $561.0K | 0.34% | +6+0.4% | Added |
| Gamble Jones Investment Counsel | 1,388 | $558.0K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,390 | $558.0K | 0.01% | +1,214+689.8% | Added |
| Fca Corp | 1,380 | $554.0K | 0.24% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,374 | $552.0K | 0.44% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,373 | $551.0K | 0.12% | 00.0% | Unchanged |
| White Pine Investment CO | 1,362 | $547.0K | 0.23% | +394+40.7% | Added |
| Round Rock Advisors, LLC | 1,354 | $544.0K | 0.25% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,343 | $539.2K | 0.21% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,319 | $530.0K | 0.02% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 1,311 | $527.0K | 0.03% | +2+0.2% | Added |
| Sanders Morris Harris LLC | 1,300 | $522.0K | 0.13% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,262 | $522.0K | 0.21% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,300 | $522.0K | 0.12% | +195+17.6% | Added |
| Steel Peak Wealth Management LLC | 1,284 | $518.0K | 0.04% | +13+1.0% | Added |
| Long Road Investment Counsel, LLC | 1,285 | $516.0K | 0.28% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,277 | $513.0K | 0.01% | +13+1.0% | Added |
| Duncker Streett & Co Inc | 1,271 | $511.0K | 0.13% | −236−15.7% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $511.0K | 0.31% | −153−10.7% | Reduced |
| BLB&B Advisors, LLC | 1,262 | $507.0K | 0.04% | −32−2.5% | Reduced |
| Roberts Glore & Co Inc | 1,261 | $506.0K | 0.18% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,255 | $504.0K | 0.51% | −117−8.5% | Reduced |
| Meeder Asset Management Inc | 1,253 | $503.0K | 0.03% | −69−5.2% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $502.0K | 0.26% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $501.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $501.0K | 0.14% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,228 | $493.2K | 0.27% | −105−7.9% | Reduced |
| Private Ocean, LLC | 1,215 | $488.0K | 0.08% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,214 | $488.0K | 0.27% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,211 | $486.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,206 | $484.0K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,200 | $482.0K | 0.03% | +1,200 | New |
| McIlrath & Eck, LLC | 1,192 | $479.0K | 0.13% | +513+75.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $478.0K | 0.06% | −60−4.8% | Reduced |
| WorthPointe, LLC | 1,185 | $476.0K | 0.40% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,181 | $474.0K | 0.05% | −72−5.7% | Reduced |
| Thompson Davis & Co., Inc. | 1,164 | $467.0K | 0.63% | −162−12.2% | Reduced |
| High Probability Advisors, LLC | 1,161 | $466.2K | 0.15% | +118+11.3% | Added |
| Encompass Wealth Advisors, LLC | 1,160 | $466.0K | 0.18% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,151 | $464.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $460.0K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,145 | $460.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,136 | $456.0K | 0.01% | +560+97.2% | Added |
| Pacific Sun Financial Corp | 1,130 | $454.0K | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,120 | $450.0K | 0.02% | −15−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,120 | $450.0K | 0.02% | +50+4.7% | Added |
| Bickling Financial Services, Inc. | 1,117 | $449.0K | 0.30% | +1+0.1% | Added |
| Brighton Jones LLC | 1,115 | $448.0K | 0.03% | +219+24.4% | Added |
| First National Bank of Omaha | 1,114 | $447.0K | 0.03% | +90+8.8% | Added |
| Wipfli Financial Advisors LLC, | 1,107 | $445.0K | 0.03% | +1,107 | New |
| Jasper Ridge Partners, L.P. | 1,095 | $440.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,089 | $439.0K | 0.09% | −56−4.9% | Reduced |
| Neuberger Berman Group LLC | 1,088 | $437.0K | 0.00% | +58+5.6% | Added |
| Progressive Investment Management Corp | 1,080 | $434.0K | 0.18% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,078 | $433.0K | 0.04% | −448−29.4% | Reduced |
| Koss-Olinger Consulting, LLC | 1,079 | $433.0K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,077 | $433.0K | 0.07% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,067 | $428.0K | 0.12% | +1+0.1% | Added |
| Great Valley Advisor Group, Inc. | 1,060 | $426.0K | 0.02% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 1,055 | $424.0K | 0.03% | −103−8.9% | Reduced |
| ProVise Management Group, LLC | 1,052 | $423.0K | 0.05% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 1,052 | $422.0K | 0.20% | +1,052 | New |
| Comerica Securities,inc. | 1,042 | $420.0K | 0.03% | +91+9.6% | Added |
| Financial Advisory Service, Inc. | 1,044 | $419.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,041 | $418.1K | 0.09% | +15+1.5% | Added |
| Edge Capital Group, LLC | 1,025 | $412.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,013 | $410.0K | 0.02% | −6,613−86.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,020 | $410.0K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,021 | $410.0K | 0.16% | +1,021 | New |