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, Q4 2022
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 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
- 1,147
- +117 vs. Q3 2022
- Shares held
- 25.5M
- +2.32M (+10.0%) vs. Q3 2022
- Total value
- $11.1B
- +$1.64B (+17.4%) vs. Q3 2022
- New holders
- 155
- 315 more added
- Sold out
- 38
- 357 more reduced
22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,000,690 | $885.9M | 0.11% | +52,184+2.7% | Added |
| Wells Fargo & Company | 1,607,446 | $711.8M | 0.23% | +41,920+2.7% | Added |
| Northern Trust Corp | 1,200,358 | $531.5M | 0.11% | −5,301−0.4% | Reduced |
| Morgan Stanley | 1,140,904 | $505.2M | 0.06% | +86,561+8.2% | Added |
| US Bancorp | 1,115,866 | $494.1M | 0.87% | +26,666+2.4% | Added |
| Veritable, L.P. | 973,915 | $431.2M | 7.71% | −21,080−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 838,773 | $371.4M | 0.36% | +8,630+1.0% | Added |
| UBS Group AG | 594,716 | $263.3M | 0.13% | +25,049+4.4% | Added |
| Goldman Sachs Group Inc | 554,683 | $245.6M | 0.07% | +15,871+2.9% | Added |
| Bank of Montreal | 511,015 | $227.4M | 0.18% | +36,750+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 445,666 | $197.3M | 0.30% | +311,842+233.0% | Added |
| Creative Planning | 437,150 | $193.6M | 0.29% | +25,811+6.3% | Added |
| Raymond James & Associates | 406,266 | $179.9M | 0.17% | +22,989+6.0% | Added |
| Royal Bank of Canada | 391,648 | $173.4M | 0.05% | +114,719+41.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 362,027 | $160.4M | 0.50% | +185,610+105.2% | Added |
| Arvest Trust Co N A | 288,596 | $127.8M | 8.04% | −5,695−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 287,582 | $127.3M | 0.32% | +35,543+14.1% | Added |
| First Republic Investment Management, Inc. | 248,826 | $110.2M | 0.25% | +10,275+4.3% | Added |
| Conservest Capital Advisors, Inc. | 246,172 | $109.0M | 13.83% | – | – |
| MAI Capital Management | 206,169 | $91.3M | 1.54% | −4,660−2.2% | Reduced |
| Bank of New York Mellon Corp | 201,145 | $89.1M | 0.02% | −15,514−7.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 182,000 | $80.6M | 0.41% | +2,000+1.1% | Added |
| Bessemer Group Inc | 170,249 | $75.4M | 0.18% | +115,489+210.9% | Added |
| Whittier Trust Co | 167,278 | $74.1M | 1.44% | +9,049+5.7% | Added |
| Welch & Forbes LLC | 158,372 | $70.1M | 1.26% | −2,320−1.4% | Reduced |
| HighTower Advisors, LLC | 146,324 | $64.8M | 0.15% | +8,209+5.9% | Added |
| Truist Financial Corp | 145,519 | $64.4M | 0.11% | +1,261+0.9% | Added |
| LPL Financial LLC | 143,863 | $63.7M | 0.05% | −5,023−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 142,184 | $63.0M | 0.15% | +48,328+51.5% | Added |
| FineMark National Bank & Trust | 138,885 | $61.5M | 2.77% | −495−0.4% | Reduced |
| Citigroup Inc | 136,224 | $60.3M | 0.08% | −31,876−19.0% | Reduced |
| Waddell & Associates, LLC | 135,842 | $60.1M | 10.07% | +2,212+1.7% | Added |
| Brown Advisory Inc | 134,646 | $59.6M | 0.11% | −2,124−1.6% | Reduced |
| JPMorgan Chase & Co | 131,626 | $58.3M | 0.01% | −110,935−45.7% | Reduced |
| Hills Bank & Trust Co | 130,674 | $57.9M | 8.55% | +3,764+3.0% | Added |
| CI Private Wealth, LLC | 130,087 | $57.6M | 0.21% | +130,087 | New |
| Alliancebernstein L.P. | 128,887 | $57.1M | 0.03% | +6,833+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 117,655 | $52.1M | 0.10% | +29,676+33.7% | Added |
| Montag A & Associates Inc | 110,761 | $49.2M | 3.30% | −1,424−1.3% | Reduced |
| Sandy Spring Bank | 104,804 | $46.4M | 2.76% | +456+0.4% | Added |
| Ameriprise Financial Inc | 103,201 | $45.7M | 0.02% | −1,201−1.2% | Reduced |
| Washington Trust Co | 102,087 | $45.2M | 2.11% | +10,386+11.3% | Added |
| Credit Suisse AG | 93,918 | $41.6M | 0.04% | −25,594−21.4% | Reduced |
| State Street Corp | 92,523 | $41.0M | 0.00% | −4,156−4.3% | Reduced |
| Mariner, LLC | 90,506 | $40.1M | 0.13% | +3,661+4.2% | Added |
| Citadel Advisors LLC | 89,720 | $39.7M | 0.05% | +35,215+64.6% | Added |
| Portland Global Advisors LLC | 83,945 | $37.2M | 6.84% | −1,101−1.3% | Reduced |
| SG Americas Securities, LLC | 83,583 | $37.0M | 0.55% | +44,895+116.0% | Added |
| Stifel Financial Corp | 81,974 | $36.3M | 0.05% | +20,219+32.7% | Added |
| MetLife Investment Management | 81,200 | $36.0M | 0.27% | +40,500+99.5% | Added |
| Blair William & Co | 79,025 | $35.0M | 0.15% | −2,230−2.7% | Reduced |
| Financial Counselors Inc | 78,325 | $34.7M | 0.78% | +3,837+5.2% | Added |
| Advisor Group Holdings, Inc. | 77,718 | $34.4M | 0.07% | +7,684+11.0% | Added |
| Whittier Trust Co of Nevada Inc | 76,567 | $33.9M | 1.34% | +9,855+14.8% | Added |
| Hyman Charles D | 75,562 | $33.5M | 2.28% | −200.0% | Reduced |
| Henshaw Capital LLC | 75,150 | $33.3M | 2.21% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 67,765 | $30.0M | 0.65% | −397−0.6% | Reduced |
| Cerity Partners LLC | 67,126 | $29.7M | 0.19% | +48,940+269.1% | Added |
| Envestnet Asset Management Inc | 66,876 | $29.6M | 0.02% | +916+1.4% | Added |
| Peapack Gladstone Financial Corp | 65,309 | $28.9M | 0.57% | −463−0.7% | Reduced |
| Pittenger & Anderson Inc | 65,261 | $28.9M | 1.59% | −1,159−1.7% | Reduced |
| Ulysses Management LLC | 64,000 | $28.3M | 8.31% | +48,000+300.0% | Added |
| Citizens Financial Group Inc | 62,452 | $27.7M | 1.08% | −5,355−7.9% | Reduced |
| Gofen & Glossberg LLC | 62,181 | $27.5M | 0.71% | +650+1.1% | Added |
| Baird Financial Group, Inc. | 60,390 | $26.7M | 0.07% | −1,596−2.6% | Reduced |
| First Hawaiian Bank | 60,338 | $26.7M | 0.96% | −10,837−15.2% | Reduced |
| Conning Inc. | 59,907 | $26.5M | 0.86% | 00.0% | Unchanged |
| Smith, Moore & Co. | 59,155 | $26.2M | 3.64% | +267+0.5% | Added |
| Waldron Private Wealth LLC | 63,724 | $25.7M | 1.60% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57,458 | $25.5M | 0.51% | +125+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 57,458 | $25.5M | 0.51% | +125+0.2% | Added |
| Heritage Investors Management Corp | 57,478 | $25.5M | 1.16% | −136−0.2% | Reduced |
| M&T Bank Corp | 55,213 | $24.4M | 0.10% | +3,979+7.8% | Added |
| Moreno Evelyn V | 53,593 | $23.7M | 5.49% | +29,107+118.9% | Added |
| Comerica Bank | 49,860 | $23.4M | 0.18% | +21,423+75.3% | Added |
| Ascent Wealth Partners, LLC | 52,450 | $23.2M | 4.99% | +733+1.4% | Added |
| Clearstead Advisors, LLC | 51,956 | $23.0M | 1.80% | +2,809+5.7% | Added |
| Brookfield Asset Management Inc. | 51,402 | $22.8M | 0.09% | −65,089−55.9% | Reduced |
| Crewe Advisors LLC | 48,829 | $21.6M | 3.43% | +1,120+2.3% | Added |
| Financial Advisory Group | 47,912 | $21.2M | 4.50% | −1,377−2.8% | Reduced |
| Edge Capital Group, LLC | 47,631 | $21.1M | 1.47% | +46,606+4,546.9% | Added |
| Yousif Capital Management, LLC | 47,131 | $20.9M | 0.27% | +8,250+21.2% | Added |
| Susquehanna International Group, LLP | 46,990 | $20.8M | 0.04% | −11,241−19.3% | Reduced |
| Chicago Partners Investment Group LLC | 42,176 | $20.7M | 1.27% | −90−0.2% | Reduced |
| Retirement Systems of Alabama | 46,555 | $20.6M | 0.09% | +245+0.5% | Added |
| Klingman & Associates, LLC | 46,329 | $20.5M | 1.80% | −109−0.2% | Reduced |
| Oldfather Financial Services, LLC | 45,828 | $20.3M | 11.56% | +159+0.3% | Added |
| Miracle Mile Advisors, LLC | 44,629 | $19.8M | 0.68% | +2,333+5.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,169 | $19.6M | 3.95% | +19,160+76.6% | Added |
| Captrust Financial Advisors | 43,544 | $19.3M | 0.10% | −820−1.8% | Reduced |
| Boston Private Wealth LLC | 42,092 | $18.6M | 0.25% | −1,045−2.4% | Reduced |
| BlackRock Inc. | 41,642 | $18.4M | 0.00% | −388−0.9% | Reduced |
| Cumberland Advisors Inc | 41,529 | $18.4M | 7.96% | −7,481−15.3% | Reduced |
| Janney Montgomery Scott LLC | 39,499 | $17.5M | 0.07% | +6,088+18.2% | Added |
| Granite Bay Wealth Management, LLC | 37,723 | $16.7M | 10.90% | −2,804−6.9% | Reduced |
| 1st Source Bank | 37,263 | $16.5M | 1.08% | −212−0.6% | Reduced |
| Johnson Investment Counsel Inc | 37,095 | $16.4M | 0.22% | +65+0.2% | Added |
| Prio Wealth Limited Partnership | 36,899 | $16.3M | 0.65% | −2,032−5.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 36,878 | $16.3M | 0.30% | −1,003−2.6% | Reduced |
| LCM Capital Management Inc | 36,706 | $16.3M | 15.83% | −380−1.0% | Reduced |