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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1 | $443 | 0.00% | +1 | New |
| Level Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 3 | $1.33K | 0.00% | +3 | New |
| AllSquare Wealth Management LLC | 6 | $2.66K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $4.43K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $5.31K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $6.20K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 14 | $6.20K | 0.01% | +14 | New |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $7.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 16 | $7.08K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 19 | $8.41K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $8.41K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.41K | 0.01% | – | New |
| CKW Financial Group | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $9.00K | 0.00% | +22 | New |
| Cary Street Partners Asset Management LLC | 21 | $9.30K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $12.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $12.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $13.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $13.3K | 0.01% | −38−55.9% | Reduced |
| Atlas Capital Advisors LLC | 30 | $13.6K | 0.00% | −5−14.3% | Reduced |
| Amundi | 35 | $16.2K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 38 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $18.0K | 0.00% | +3+7.7% | Added |
| TFC Financial Management | 41 | $18.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 44 | $19.5K | 0.00% | +44 | New |
| Gradient Investments LLC | 45 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 45 | $19.9K | 0.00% | +45 | New |
| Concord Wealth Partners | 46 | $20.2K | 0.01% | +46 | New |
| Beaird Harris Wealth Management, LLC | 46 | $20.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $22.1K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $23.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $24.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 55 | $24.5K | 0.00% | −2−3.5% | Reduced |
| Piscataqua Savings Bank | 56 | $24.8K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $24.8K | 0.01% | −56−50.0% | Reduced |
| Norwood Financial Corp | 57 | $25.2K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $27.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 61 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 62 | $27.5K | 0.01% | −18−22.5% | Reduced |
| Sound Income Strategies, LLC | 70 | $31.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $31.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 73 | $32.3K | 0.00% | −26−26.3% | Reduced |
| First National Bank of South Miami | 75 | $33.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 77 | $34.1K | 0.00% | +75+3,750.0% | Added |
| Bollard Group LLC | 80 | $35.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 80 | $35.4K | 0.03% | +80 | New |
| Perkins Coie Trust Co | 85 | $37.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $39.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $40.0K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 93 | $41.0K | 0.03% | +93 | New |
| Parallel Advisors, LLC | 95 | $42.1K | 0.00% | −55−36.7% | Reduced |
| Creative Financial Designs Inc | 97 | $43.1K | 0.01% | +12+14.1% | Added |
| Anchor Investment Management, LLC | 100 | $44.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $44.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $44.3K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $44.3K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $44.7K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 108 | $48.0K | 0.00% | −40−27.0% | Reduced |
| Arcus Capital Partners, LLC | 110 | $48.8K | 0.02% | +110 | New |
| Marshall & Sullivan Inc | 113 | $50.0K | 0.03% | +113 | New |
| Canton Hathaway, LLC | 115 | $51.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 117 | $51.8K | 0.02% | +117 | Added |
| Newton One Investments LLC | 119 | $52.9K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 123 | $54.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $55.3K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 129 | $57.1K | 0.01% | −18−12.2% | Reduced |
| RFP Financial Group LLC | 135 | $59.8K | 0.03% | +135 | New |
| Semmax Financial Advisors Inc. | 133 | $63.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $66.4K | 0.01% | −50−25.0% | Reduced |
| 1832 Asset Management L.P. | 150 | $66.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $66.4K | 0.00% | −36−19.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $66.4K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $66.4K | 0.01% | +150 | New |
| McElhenny Sheffield Capital Management, LLC | 152 | $67.3K | 0.03% | +152 | New |
| Sugarloaf Wealth Management, LLC | 167 | $74.0K | 0.02% | −4−2.3% | Reduced |
| Costello Asset Management, INC | 172 | $76.2K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $78.4K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 191 | $84.0K | 0.01% | +191 | New |
| Coastal Capital Group, Inc. | 211 | $84.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 192 | $85.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 197 | $87.0K | 0.00% | −3−1.5% | Reduced |
| Mascoma Wealth Management LLC | 198 | $87.7K | 0.03% | −240−54.8% | Reduced |
| PFG Private Wealth Management, LLC | 199 | $88.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $88.6K | 0.06% | 00.0% | Unchanged |
| My Personal CFO, LLC | 200 | $88.6K | 0.09% | +200 | New |
| Proequities, Inc. | 207 | $92.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 208 | $92.1K | 0.03% | −2−1.0% | Reduced |
| Winch Advisory Services, LLC | 212 | $94.0K | 0.04% | −89−29.6% | Reduced |
| Accurate Wealth Management, LLC | 210 | $96.3K | 0.04% | +210 | New |
| Tortoise Investment Management, LLC | 220 | $97.4K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 224 | $99.2K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 228 | $101.0K | 0.06% | −727−76.1% | Reduced |
| Monetary Management Group Inc | 230 | $101.8K | 0.03% | 00.0% | Unchanged |