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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 10,000 | $4.43M | 0.33% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,018 | $4.44M | 0.11% | −613−5.8% | Reduced |
| Flputnam Investment Management Co | 10,150 | $4.49M | 0.16% | −259−2.5% | Reduced |
| Intrepid Financial Planning Group LLC | 10,190 | $4.51M | 2.45% | −543−5.1% | Reduced |
| Coco Enterprises, LLC | 63,462 | $4.54M | 3.80% | +2,342+3.8% | Added |
| Associated Banc-Corp | 10,273 | $4.55M | 0.19% | +307+3.1% | Added |
| Mayflower Financial Advisors, LLC | 10,286 | $4.55M | 0.63% | +266+2.7% | Added |
| Gries Financial LLC | 10,301 | $4.56M | 1.51% | +161+1.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,325 | $4.57M | 0.45% | −130−1.2% | Reduced |
| Bridgeworth, LLC | 10,369 | $4.59M | 0.73% | −3,757−26.6% | Reduced |
| Oppenheimer & Co Inc | 10,371 | $4.59M | 0.10% | +2,117+25.6% | Added |
| Diversified Portfolios, Inc. | 10,438 | $4.62M | 1.06% | +163+1.6% | Added |
| Lodestar Private Asset Management LLC | 10,508 | $4.65M | 0.89% | +10,508 | New |
| Cape Cod Five Cents Savings Bank | 10,509 | $4.65M | 0.52% | −125−1.2% | Reduced |
| Firestone Capital Management | 10,521 | $4.66M | 1.73% | −25−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 10,660 | $4.72M | 0.78% | −712−6.3% | Reduced |
| CIBC Private Wealth Group, LLC | 18,724 | $4.75M | 0.02% | +231+1.2% | Added |
| Central Trust Co | 10,740 | $4.76M | 0.15% | −322−2.9% | Reduced |
| RVW Wealth, LLC | 10,770 | $4.77M | 0.61% | +10,770 | New |
| Adirondack Trust Co | 10,955 | $4.85M | 2.51% | −186−1.7% | Reduced |
| Latigo Investments, LLC | 10,962 | $4.85M | 3.70% | 00.0% | Unchanged |
| Motco | 11,138 | $4.93M | 0.37% | −18−0.2% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $4.94M | 0.58% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,186 | $4.95M | 2.85% | +1,952+21.1% | Added |
| Wealthspire Advisors, LLC | 11,259 | $4.99M | 0.09% | −1,847−14.1% | Reduced |
| Peak Asset Management, LLC | 11,370 | $5.03M | 1.31% | −26−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,516 | $5.10M | 0.77% | −290−2.5% | Reduced |
| All Terrain Financial Advisors, LLC | 11,570 | $5.12M | 2.60% | −306−2.6% | Reduced |
| Sand Hill Global Advisors, LLC | 11,888 | $5.26M | 0.30% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 11,955 | $5.29M | 0.22% | +11,955 | New |
| First Horizon Advisors, Inc. | 12,003 | $5.31M | 0.20% | 00.0% | Unchanged |
| Bank of New Hampshire | 12,100 | $5.36M | 1.61% | −1,283−9.6% | Reduced |
| RMR Wealth Builders | 12,262 | $5.43M | 1.23% | +579+5.0% | Added |
| Franklin Resources Inc | 12,325 | $5.46M | 0.00% | −75−0.6% | Reduced |
| Lincoln National Corp | 12,374 | $5.48M | 0.12% | −410−3.2% | Reduced |
| Retirement Income Solutions, Inc | 12,422 | $5.50M | 1.75% | −515−4.0% | Reduced |
| Staley Capital Advisers Inc | 12,706 | $5.63M | 0.34% | −57−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $5.69M | 0.23% | +1,000+9.1% | Added |
| Montz Harcus Wealth Management LLC | 13,122 | $5.81M | 5.76% | −195−1.5% | Reduced |
| Community Bank, N.A. | 13,283 | $5.88M | 0.82% | −222−1.6% | Reduced |
| Chesley Taft & Associates LLC | 13,409 | $5.94M | 0.41% | +179+1.4% | Added |
| Colorado Capital Management, Inc. | 13,536 | $5.98M | 4.98% | −376−2.7% | Reduced |
| Busey Wealth Management | 13,517 | $5.99M | 0.27% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 13,542 | $6.02M | 0.02% | −15,433−53.3% | Reduced |
| Smith Anglin Financial, LLC | 13,712 | $6.07M | 1.15% | +49+0.4% | Added |
| Unionview, LLC | 13,822 | $6.12M | 6.12% | +919+7.1% | Added |
| Goelzer Investment Management, Inc. | 13,846 | $6.13M | 0.53% | −310−2.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,903 | $6.16M | 0.10% | −2,073−13.0% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $6.17M | 2.54% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,027 | $6.21M | 0.04% | +2,251+19.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,074 | $6.26M | 4.32% | +398+2.9% | Added |
| Legal & General Group Plc | 14,200 | $6.29M | 0.00% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 14,562 | $6.45M | 2.50% | −43−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 14,631 | $6.48M | 1.67% | +2,046+16.3% | Added |
| Fifth Third Securities, Inc. | 14,698 | $6.53M | 0.86% | +225+1.6% | Added |
| Atria Wealth Solutions, Inc. | 14,772 | $6.56M | 0.11% | +669+4.7% | Added |
| G&S Capital LLC | 14,862 | $6.58M | 2.91% | −276−1.8% | Reduced |
| Manatuck Hill Partners, LLC | 14,910 | $6.60M | 3.13% | +14,910 | New |
| Howard Capital Management Inc. | 15,037 | $6.66M | 1.89% | −806−5.1% | Reduced |
| Bokf, NA | 15,087 | $6.68M | 0.12% | +919+6.5% | Added |
| Jane Street Group, LLC | 15,136 | $6.70M | 0.01% | +12,875+569.4% | Added |
| Palisade Asset Management, LLC | 15,209 | $6.73M | 0.77% | −131−0.9% | Reduced |
| Cetera Investment Advisers | 15,271 | $6.76M | 0.06% | +1,215+8.6% | Added |
| TKG Advisors, LLC | 15,434 | $6.83M | 4.50% | −586−3.7% | Reduced |
| Financial & Tax Architects, LLC | 14,964 | $6.98M | 2.38% | +14,964 | New |
| Raymond James Trust N.A. | 15,838 | $7.01M | 0.24% | −519−3.2% | Reduced |
| Dakota Wealth Management | 16,183 | $7.17M | 0.51% | −1,858−10.3% | Reduced |
| Capstone Financial Advisors, Inc. | 16,496 | $7.30M | 0.62% | −53−0.3% | Reduced |
| Boston Financial Mangement LLC | 16,530 | $7.32M | 0.29% | −29−0.2% | Reduced |
| KCM Investment Advisors LLC | 16,681 | $7.39M | 0.32% | −159−0.9% | Reduced |
| Telemus Capital, LLC | 16,421 | $7.46M | 0.68% | −362−2.2% | Reduced |
| Fifth Third Bancorp | 16,977 | $7.52M | 0.04% | +4,459+35.6% | Added |
| Kestra Advisory Services, LLC | 17,107 | $7.57M | 0.07% | −243−1.4% | Reduced |
| Hummer Financial Advisory Services Inc | 17,053 | $7.58M | 8.34% | −100−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 17,225 | $7.63M | 4.22% | −378−2.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 511,942 | $7.67M | 3.81% | +511,942 | New |
| Legacy Advisors, LLC | 17,548 | $7.77M | 1.42% | +1,653+10.4% | Added |
| Bank of Nova Scotia | 17,565 | $7.78M | 0.02% | +860+5.1% | Added |
| NBT Bank N A | 18,392 | $8.14M | 1.19% | +807+4.6% | Added |
| Grove Bank & Trust | 18,410 | $8.15M | 1.80% | +267+1.5% | Added |
| Tiaa, FSB | 18,504 | $8.19M | 0.03% | +165+0.9% | Added |
| Bank of the West | 18,535 | $8.21M | 0.96% | +9,160+97.7% | Added |
| Barclays PLC | 18,910 | $8.38M | 0.01% | −22,211−54.0% | Reduced |
| Trifecta Capital Advisors, LLC | 19,102 | $8.46M | 3.37% | +19,102 | New |
| Rhumbline Advisers | 19,195 | $8.50M | 0.01% | +10,155+112.3% | Added |
| Avantax Advisory Services, Inc. | 19,521 | $8.64M | 0.12% | −1,298−6.2% | Reduced |
| jvl associates llc | 19,943 | $8.83M | 5.14% | −498−2.4% | Reduced |
| Terry L. Blaker | 19,999 | $8.86M | 0.81% | +245+1.2% | Added |
| Lutz Financial Services LLC | 20,060 | $8.88M | 1.09% | −21−0.1% | Reduced |
| Pegasus Partners Ltd. | 20,233 | $8.96M | 1.47% | −65−0.3% | Reduced |
| MML Investors Services, LLC | 20,286 | $8.98M | 0.06% | +1,075+5.6% | Added |
| Mechanics Bank Trust Department | 20,288 | $8.98M | 1.55% | −22−0.1% | Reduced |
| Cetera Advisors LLC | 20,423 | $9.04M | 0.16% | +160+0.8% | Added |
| Sargent Bickham Lagudis LLC | 20,434 | $9.05M | 0.74% | +2,211+12.1% | Added |
| FMR LLC | 20,706 | $9.17M | 0.00% | +334+1.6% | Added |
| Evercore Wealth Management, LLC | 20,738 | $9.18M | 0.19% | +530+2.6% | Added |
| Dumont & Blake Investment Advisors LLC | 20,807 | $9.21M | 3.26% | −622−2.9% | Reduced |
| Old National Bancorp | 21,088 | $9.34M | 0.29% | −127−0.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 21,166 | $9.37M | 5.14% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 21,167 | $9.37M | 0.15% | +4,995+30.9% | Added |