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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 21,180 | $9.38M | 2.26% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 21,292 | $9.43M | 10.82% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 21,403 | $9.48M | 0.21% | +8,799+69.8% | Added |
| Brown Brothers Harriman & Co | 21,528 | $9.53M | 0.08% | −295−1.4% | Reduced |
| Boston Family Office LLC | 21,696 | $9.61M | 0.80% | −769−3.4% | Reduced |
| Central Bank & Trust Co | 21,769 | $9.64M | 1.82% | −784−3.5% | Reduced |
| Agf Management Ltd | 22,327 | $9.89M | 0.07% | +22,327 | New |
| Steward Partners Investment Advisory, LLC | 22,648 | $10.0M | 0.17% | +7,483+49.3% | Added |
| Exchange Capital Management, Inc. | 23,394 | $10.4M | 2.27% | +91+0.4% | Added |
| Tower Research Capital LLC (TRC) | 23,668 | $10.5M | 0.43% | +22,532+1,983.5% | Added |
| First Financial Bank - Trust Division | 23,893 | $10.6M | 1.14% | −427−1.8% | Reduced |
| Cetera Advisor Networks LLC | 24,189 | $10.7M | 0.09% | +2,313+10.6% | Added |
| Youngs Advisory Group, Inc. | 24,647 | $10.9M | 6.44% | −540−2.1% | Reduced |
| MCF Advisors LLC | 24,728 | $11.0M | 1.12% | −581−2.3% | Reduced |
| HRT Financial LP | 25,217 | $11.2M | 0.16% | −3,787−13.1% | Reduced |
| Caldwell Trust Co | 25,515 | $11.3M | 1.60% | +225+0.9% | Added |
| Tandem Wealth Advisors LLC | 25,546 | $11.3M | 7.19% | +25,546 | New |
| Country Club Bank | 25,582 | $11.3M | 0.99% | −1,425−5.3% | Reduced |
| RMB Capital Management, LLC | 25,652 | $11.4M | 0.40% | −539−2.1% | Reduced |
| HSBC Holdings PLC | 26,196 | $11.6M | 0.01% | +7,354+39.0% | Added |
| Kowal Investment Group, LLC | 26,205 | $11.6M | 3.46% | +21,858+502.8% | Added |
| Glenmede Trust Co NA | 26,208 | $11.6M | 0.07% | +1,880+7.7% | Added |
| Pinnacle Financial Partners Inc | 26,598 | $11.8M | 0.34% | +65+0.2% | Added |
| Linscomb & Williams, Inc. | 26,808 | $11.9M | 0.60% | −26−0.1% | Reduced |
| Commerce Bank | 27,185 | $12.0M | 0.10% | +3,590+15.2% | Added |
| Simmons Bank | 28,538 | $12.6M | 1.09% | −1,006−3.4% | Reduced |
| Massmutual Trust Co FSB | 29,337 | $13.0M | 0.53% | +993+3.5% | Added |
| Huntington National Bank | – | $13.2M | 0.14% | – | – |
| Green Square Capital Advisors LLC | 30,404 | $13.5M | 1.91% | +1,213+4.2% | Added |
| Estate Counselors, LLC | 30,446 | $13.5M | 1.89% | +21,221+230.0% | Added |
| Rockefeller Capital Management L.P. | 30,830 | $13.7M | 0.07% | −3,393−9.9% | Reduced |
| Wellspring Financial Advisors, LLC | 31,128 | $13.8M | 4.59% | +348+1.1% | Added |
| Trustmark National Bank Trust Department | 31,498 | $13.9M | 1.29% | +232+0.7% | Added |
| Curbstone Financial Management Corp | 31,742 | $14.1M | 3.52% | −220−0.7% | Reduced |
| IFG Advisors, LLC | 31,811 | $14.1M | 6.15% | +847+2.7% | Added |
| American International Group, Inc. | 32,400 | $14.3M | 0.10% | +4,100+14.5% | Added |
| Colony Group LLC | 32,447 | $14.4M | 0.20% | +29,514+1,006.3% | Added |
| Financial Partners Capital Management LLC | 32,830 | $14.5M | 3.24% | −70.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 32,853 | $14.5M | 0.63% | −507−1.5% | Reduced |
| Camden Capital, LLC | 33,965 | $15.0M | 2.39% | −367−1.1% | Reduced |
| Hancock Whitney Corp | 34,058 | $15.1M | 0.58% | +899+2.7% | Added |
| Vestor Capital, LLC | 35,084 | $15.5M | 1.87% | −211−0.6% | Reduced |
| BDO Wealth Advisors, LLC | 35,135 | $15.6M | 1.93% | +107+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,554 | $15.7M | 0.08% | +4,868+15.9% | Added |
| Wealth Alliance Advisory Group, LLC | 36,428 | $16.1M | 6.17% | +2,281+6.7% | Added |
| LCM Capital Management Inc | 36,706 | $16.3M | 15.83% | −380−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 36,878 | $16.3M | 0.30% | −1,003−2.6% | Reduced |
| Prio Wealth Limited Partnership | 36,899 | $16.3M | 0.65% | −2,032−5.2% | Reduced |
| Johnson Investment Counsel Inc | 37,095 | $16.4M | 0.22% | +65+0.2% | Added |
| 1st Source Bank | 37,263 | $16.5M | 1.08% | −212−0.6% | Reduced |
| Granite Bay Wealth Management, LLC | 37,723 | $16.7M | 10.90% | −2,804−6.9% | Reduced |
| Janney Montgomery Scott LLC | 39,499 | $17.5M | 0.07% | +6,088+18.2% | Added |
| Cumberland Advisors Inc | 41,529 | $18.4M | 7.96% | −7,481−15.3% | Reduced |
| BlackRock Inc. | 41,642 | $18.4M | 0.00% | −388−0.9% | Reduced |
| Boston Private Wealth LLC | 42,092 | $18.6M | 0.25% | −1,045−2.4% | Reduced |
| Captrust Financial Advisors | 43,544 | $19.3M | 0.10% | −820−1.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,169 | $19.6M | 3.95% | +19,160+76.6% | Added |
| Miracle Mile Advisors, LLC | 44,629 | $19.8M | 0.68% | +2,333+5.5% | Added |
| Oldfather Financial Services, LLC | 45,828 | $20.3M | 11.56% | +159+0.3% | Added |
| Klingman & Associates, LLC | 46,329 | $20.5M | 1.80% | −109−0.2% | Reduced |
| Retirement Systems of Alabama | 46,555 | $20.6M | 0.09% | +245+0.5% | Added |
| Chicago Partners Investment Group LLC | 42,176 | $20.7M | 1.27% | −90−0.2% | Reduced |
| Susquehanna International Group, LLP | 46,990 | $20.8M | 0.04% | −11,241−19.3% | Reduced |
| Yousif Capital Management, LLC | 47,131 | $20.9M | 0.27% | +8,250+21.2% | Added |
| Edge Capital Group, LLC | 47,631 | $21.1M | 1.47% | +46,606+4,546.9% | Added |
| Financial Advisory Group | 47,912 | $21.2M | 4.50% | −1,377−2.8% | Reduced |
| Crewe Advisors LLC | 48,829 | $21.6M | 3.43% | +1,120+2.3% | Added |
| Brookfield Asset Management Inc. | 51,402 | $22.8M | 0.09% | −65,089−55.9% | Reduced |
| Clearstead Advisors, LLC | 51,956 | $23.0M | 1.80% | +2,809+5.7% | Added |
| Ascent Wealth Partners, LLC | 52,450 | $23.2M | 4.99% | +733+1.4% | Added |
| Comerica Bank | 49,860 | $23.4M | 0.18% | +21,423+75.3% | Added |
| Moreno Evelyn V | 53,593 | $23.7M | 5.49% | +29,107+118.9% | Added |
| M&T Bank Corp | 55,213 | $24.4M | 0.10% | +3,979+7.8% | Added |
| Heritage Investors Management Corp | 57,478 | $25.5M | 1.16% | −136−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 57,458 | $25.5M | 0.51% | +125+0.2% | Added |
| Bartlett & Co. LLC | 57,458 | $25.5M | 0.51% | +125+0.2% | Added |
| Waldron Private Wealth LLC | 63,724 | $25.7M | 1.60% | 00.0% | Unchanged |
| Smith, Moore & Co. | 59,155 | $26.2M | 3.64% | +267+0.5% | Added |
| Conning Inc. | 59,907 | $26.5M | 0.86% | 00.0% | Unchanged |
| First Hawaiian Bank | 60,338 | $26.7M | 0.96% | −10,837−15.2% | Reduced |
| Baird Financial Group, Inc. | 60,390 | $26.7M | 0.07% | −1,596−2.6% | Reduced |
| Gofen & Glossberg LLC | 62,181 | $27.5M | 0.71% | +650+1.1% | Added |
| Citizens Financial Group Inc | 62,452 | $27.7M | 1.08% | −5,355−7.9% | Reduced |
| Ulysses Management LLC | 64,000 | $28.3M | 8.31% | +48,000+300.0% | Added |
| Pittenger & Anderson Inc | 65,261 | $28.9M | 1.59% | −1,159−1.7% | Reduced |
| Peapack Gladstone Financial Corp | 65,309 | $28.9M | 0.57% | −463−0.7% | Reduced |
| Envestnet Asset Management Inc | 66,876 | $29.6M | 0.02% | +916+1.4% | Added |
| Cerity Partners LLC | 67,126 | $29.7M | 0.19% | +48,940+269.1% | Added |
| Pinnacle Associates Ltd | 67,765 | $30.0M | 0.65% | −397−0.6% | Reduced |
| Henshaw Capital LLC | 75,150 | $33.3M | 2.21% | 00.0% | Unchanged |
| Hyman Charles D | 75,562 | $33.5M | 2.28% | −200.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 76,567 | $33.9M | 1.34% | +9,855+14.8% | Added |
| Advisor Group Holdings, Inc. | 77,718 | $34.4M | 0.07% | +7,684+11.0% | Added |
| Financial Counselors Inc | 78,325 | $34.7M | 0.78% | +3,837+5.2% | Added |
| Blair William & Co | 79,025 | $35.0M | 0.15% | −2,230−2.7% | Reduced |
| MetLife Investment Management | 81,200 | $36.0M | 0.27% | +40,500+99.5% | Added |
| Stifel Financial Corp | 81,974 | $36.3M | 0.05% | +20,219+32.7% | Added |
| SG Americas Securities, LLC | 83,583 | $37.0M | 0.55% | +44,895+116.0% | Added |
| Portland Global Advisors LLC | 83,945 | $37.2M | 6.84% | −1,101−1.3% | Reduced |
| Citadel Advisors LLC | 89,720 | $39.7M | 0.05% | +35,215+64.6% | Added |