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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 720 | $289.0K | 0.34% | −30−4.0% | Reduced |
| Novare Capital Management LLC | 714 | $287.0K | 0.04% | −8−1.1% | Reduced |
| Cortland Associates Inc | 714 | $287.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 712 | $286.0K | 0.17% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 711 | $286.0K | 0.03% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 712 | $286.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $286.0K | 0.30% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $285.0K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 706 | $284.0K | 0.06% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 707 | $284.0K | 0.00% | +2+0.3% | Added |
| Optimum Investment Advisors | 705 | $283.0K | 0.15% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $282.0K | 0.11% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $282.0K | 0.25% | 00.0% | Unchanged |
| Bensler, LLC | 699 | $280.8K | 0.07% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $279.0K | 0.15% | −187−21.2% | Reduced |
| Omega Financial Group, LLC | 691 | $278.0K | 0.14% | −714−50.8% | Reduced |
| Clearwater Capital Advisors, LLC | 691 | $278.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 689 | $277.0K | 0.19% | −2−0.3% | Reduced |
| CRA Financial Services, LLC | 689 | $277.0K | 0.10% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 685 | $275.0K | 0.36% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 683 | $274.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 679 | $273.0K | 0.05% | 00.0% | Unchanged |
| WP Advisors, LLC | 678 | $272.0K | 0.12% | +19+2.9% | Added |
| Farmers & Merchants Investments Inc | 675 | $271.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 672 | $270.0K | 0.05% | −75−10.0% | Reduced |
| Saxon Interests, Inc. | 631 | $270.0K | 0.16% | 00.0% | Unchanged |
| TFG Advisers LLC | 670 | $269.0K | 0.15% | +2+0.3% | Added |
| Zacks Investment Management | 669 | $269.0K | 0.00% | +669 | New |
| Paulson Wealth Management Inc. | 666 | $268.0K | 0.14% | −4−0.6% | Reduced |
| TCWP LLC | 665 | $267.0K | 0.06% | −35−5.0% | Reduced |
| Donaldson Capital Management, LLC | 662 | $266.0K | 0.01% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 660 | $265.0K | 0.54% | +660 | New |
| Dohj, LLC | 656 | $264.0K | 0.18% | −3−0.5% | Reduced |
| Baldrige Asset Management LLC | 658 | $264.0K | 0.13% | 00.0% | Unchanged |
| Trust Co | 655 | $263.0K | 0.06% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 623 | $263.0K | 0.26% | +623 | New |
| Nichols & Pratt Advisers LLP | 650 | $261.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $260.0K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 645 | $259.0K | 0.01% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $258.0K | 0.11% | 00.0% | Unchanged |
| South State Corp. | 640 | $257.0K | 0.03% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 635 | $255.0K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 635 | $255.0K | 0.02% | +65+11.4% | Added |
| CM Wealth Advisors LLC | 629 | $253.8K | 0.14% | 00.0% | Unchanged |
| Etfidea, LLC | 631 | $253.4K | 0.13% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $253.0K | 0.08% | +629 | New |
| Carlson Capital Management | 619 | $249.0K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 620 | $249.0K | 0.03% | +620 | New |
| Signet Financial Management, LLC | 616 | $248.0K | 0.05% | −5−0.8% | Reduced |
| Verdence Capital Advisors LLC | 617 | $248.0K | 0.03% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 617 | $247.8K | 0.24% | +5+0.8% | Added |
| Ascent Group, LLC | 557 | $247.0K | 0.03% | 00.0% | Unchanged |
| Shaker Investments LLC | 610 | $245.0K | 0.16% | +2+0.3% | Added |
| V Wealth Advisors LLC | 603 | $243.0K | 0.05% | −54−8.2% | Reduced |
| Southland Equity Partners LLC | 604 | $242.6K | 0.12% | +39+6.9% | Added |
| YHB Investment Advisors, Inc. | 600 | $241.0K | 0.03% | −25−4.0% | Reduced |
| SPC Financial, Inc. | 600 | $241.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $241.0K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $241.0K | 0.13% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 595 | $239.0K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 595 | $239.0K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 588 | $236.0K | 0.15% | −13−2.2% | Reduced |
| Platte River Wealth Advisors, LLC | 585 | $235.0K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 584 | $235.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $234.0K | 0.15% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 580 | $233.0K | 0.02% | −475−45.0% | Reduced |
| M Holdings Securities, Inc. | 579 | $233.0K | 0.03% | −6−1.0% | Reduced |
| Forum Financial Management, LP | 580 | $233.0K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $232.0K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 577 | $232.0K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $231.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 574 | $231.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 576 | $231.0K | 0.15% | +14+2.5% | Added |
| New England Asset Management Inc | 576 | $231.0K | 0.00% | +576 | New |
| Legacy Financial Strategies, LLC | 576 | $231.0K | 0.11% | +576 | New |
| Concentrum Wealth Management | 575 | $231.0K | 0.20% | +575 | New |
| Dividend Assets Capital, LLC | 571 | $229.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $229.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $227.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 559 | $225.0K | 0.06% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 543 | $224.0K | 0.19% | −71−11.6% | Reduced |
| Abbrea Capital, LLC | 555 | $224.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 557 | $223.0K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 556 | $223.0K | 0.04% | +556 | New |
| Echo Wealth Management, LLC | 522 | $222.0K | 0.29% | −30−5.4% | Reduced |
| Octavia Wealth Advisors, LLC | 551 | $222.0K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 552 | $222.0K | 0.02% | 00.0% | Unchanged |
| American Trust | 551 | $221.0K | 0.02% | −111−16.8% | Reduced |
| Arete Wealth Advisors, LLC | 549 | $220.0K | 0.02% | −68−11.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 547 | $220.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 547 | $220.0K | 0.03% | +1+0.2% | Added |
| Cadinha & Co LLC | 548 | $220.0K | 0.07% | +548 | New |
| American National Bank | 544 | $219.0K | 0.05% | +544 | New |
| Measured Wealth Private Client Group, LLC | 542 | $218.0K | 0.10% | 00.0% | Unchanged |
| Weil Company, Inc. | 540 | $217.0K | 0.13% | −415−43.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 541 | $217.0K | 0.00% | −35−6.1% | Reduced |
| High Net Worth Advisory Group LLC | 539 | $216.0K | 0.09% | −1−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $216.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $216.0K | 0.05% | 00.0% | Unchanged |