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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 1,012 | $406.0K | 0.02% | −5−0.5% | Reduced |
| National Wealth Management Group, LLC | 1,010 | $405.7K | 0.53% | +1,010 | New |
| Rathbone Brothers plc | 1,000 | $402.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $402.0K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,000 | $402.0K | 0.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,000 | $402.0K | 0.02% | +45+4.7% | Added |
| Roble, Belko & Company, Inc | 994 | $399.0K | 0.10% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $399.0K | 0.27% | 00.0% | Unchanged |
| Trust Co of Vermont | 993 | $399.0K | 0.03% | +273+37.9% | Added |
| Fortem Financial Group, LLC | 990 | $398.0K | 0.28% | −10−1.0% | Reduced |
| Simon Quick Advisors, LLC | 987 | $397.0K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 983 | $395.0K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 869 | $393.0K | 0.03% | +869 | New |
| Clarus Wealth Advisors | 948 | $391.0K | 0.28% | +29+3.2% | Added |
| Triumph Capital Management | 961 | $386.0K | 0.21% | +64+7.1% | Added |
| NEIRG Wealth Management, LLC | 959 | $385.0K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 956 | $384.0K | 0.32% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 957 | $384.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 955 | $384.0K | 0.24% | +54+6.0% | Added |
| Waypoint Capital Advisors, LLC | 953 | $382.0K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 943 | $382.0K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 948 | $380.8K | 0.10% | +11+1.2% | Added |
| Old Second National Bank of Aurora | 944 | $379.0K | 0.12% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 934 | $375.0K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 929 | $375.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 928 | $373.0K | 0.21% | −5−0.5% | Reduced |
| Trillium Asset Management, LLC | 920 | $370.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $369.0K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $368.0K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 913 | $367.0K | 0.03% | +913 | New |
| Petix & Botte Co | 908 | $365.0K | 0.28% | 00.0% | Unchanged |
| Benin Management CORP | 905 | $364.0K | 0.15% | +3+0.3% | Added |
| Ground Swell Capital, LLC | 901 | $362.0K | 1.03% | +901 | New |
| Smith Chas P & Associates Pa Cpas | 884 | $355.0K | 0.03% | +157+21.6% | Added |
| Lowe Brockenbrough & Co Inc | 872 | $353.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 880 | $353.0K | 0.01% | +220+33.3% | Added |
| Eagle Strategies LLC | 880 | $353.0K | 0.18% | +276+45.7% | Added |
| Bogart Wealth, LLC | 873 | $351.0K | 0.03% | +873 | New |
| Red Door Wealth Management, LLC | 869 | $349.0K | 0.13% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 863 | $346.6K | 0.58% | −39−4.3% | Reduced |
| Overbrook Management Corp | 860 | $345.0K | 0.10% | −1,000−53.8% | Reduced |
| Denver Wealth Management, Inc. | 858 | $345.0K | 0.33% | 00.0% | Unchanged |
| StoneX Group Inc. | 853 | $344.1K | 0.05% | −598−41.2% | Reduced |
| Fiera Capital Corp | 853 | $343.0K | 0.00% | −18−2.1% | Reduced |
| Zeke Capital Advisors, LLC | 855 | $343.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 851 | $342.0K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $340.0K | 0.26% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 845 | $339.0K | 0.08% | −4−0.5% | Reduced |
| Cardiff Park Advisors, LLC | 841 | $338.0K | 0.05% | −39−4.4% | Reduced |
| Missouri Trust & Investment Co | 828 | $333.0K | 0.22% | −172−17.2% | Reduced |
| Eagle Global Advisors LLC | 830 | $333.0K | 0.03% | −5−0.6% | Reduced |
| First National Trust Co | 829 | $333.0K | 0.02% | 00.0% | Unchanged |
| Ghe, LLC | 3,677 | $330.0K | 0.37% | +3,677 | New |
| Platform Technology Partners | 820 | $329.0K | 0.19% | −610−42.7% | Reduced |
| Seascape Capital Management | 818 | $329.0K | 0.23% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $325.0K | 0.24% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 804 | $323.0K | 0.09% | −5−0.6% | Reduced |
| Geneos Wealth Management Inc. | 803 | $322.0K | 0.02% | −337−29.6% | Reduced |
| Price T Rowe Associates Inc | 800 | $322.0K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $322.0K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $321.0K | 0.12% | −535−40.1% | Reduced |
| North Star Asset Management Inc | 800 | $321.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $321.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $321.0K | 0.13% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 800 | $321.0K | 0.10% | +223+38.6% | Added |
| First Pacific Financial | 796 | $320.0K | 0.18% | −77−8.8% | Reduced |
| Foundations Investment Advisors, LLC | 796 | $320.0K | 0.01% | +120+17.8% | Added |
| Peak Planning Group, LLC | 794 | $319.0K | 0.30% | +42+5.6% | Added |
| Howard Financial Services, Ltd. | 790 | $317.0K | 0.10% | +790 | New |
| Berkeley, Inc | 789 | $316.9K | 0.27% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 785 | $315.0K | 0.04% | −15−1.9% | Reduced |
| John W. Brooker & Co., CPAs | 785 | $315.0K | 0.20% | +1+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 726 | $315.0K | 0.17% | +240+49.4% | Added |
| Newman Dignan & Sheerar, Inc. | 781 | $314.0K | 0.12% | −20−2.5% | Reduced |
| D. Scott Neal, Inc. | 780 | $313.0K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $313.0K | 0.06% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $313.0K | 0.29% | 00.0% | Unchanged |
| Retirement Planning Group | 779 | $313.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 777 | $312.0K | 0.12% | +2+0.3% | Added |
| Rehmann Capital Advisory Group | 768 | $308.6K | 0.03% | +3+0.4% | Added |
| Janney Capital Management LLC | 767 | $308.0K | 0.03% | 00.0% | Unchanged |
| Envoi LLC | 765 | $307.3K | 1.03% | +765 | New |
| S.A. Mason LLC | 760 | $305.0K | 0.24% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $304.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 753 | $303.0K | 0.10% | +753 | New |
| GYL Financial Synergies, LLC | 750 | $301.0K | 0.08% | −188−20.0% | Reduced |
| Jennison Associates LLC | 750 | $301.0K | 0.00% | +102+15.7% | Added |
| Patton Albertson Miller Group, LLC | 748 | $300.0K | 0.06% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $300.0K | 0.06% | +23+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 743 | $298.0K | 0.00% | −81−9.8% | Reduced |
| Baugh & Associates, LLC | 741 | $298.0K | 0.21% | −5−0.7% | Reduced |
| Private Capital Management LLC | 740 | $297.0K | 0.11% | +2+0.3% | Added |
| Adviser Investments LLC | 739 | $297.0K | 0.02% | −7−0.9% | Reduced |
| Orion Capital Management LLC | 740 | $297.0K | 0.24% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 740 | $297.0K | 0.11% | +740 | New |
| One Capital Management, LLC | 725 | $291.0K | 0.02% | −113−13.5% | Reduced |
| US Financial Advisors, LLC | 725 | $291.0K | 0.16% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $291.0K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 724 | $290.8K | 0.30% | 00.0% | Unchanged |
| Prudential Financial Inc | 718 | $290.0K | 0.00% | −73−9.2% | Reduced |