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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Mariner, LLC | 90,506 | $40.1M | 0.13% | +3,661+4.2% | Added |
| State Street Corp | 92,523 | $41.0M | 0.00% | −4,156−4.3% | Reduced |
| Credit Suisse AG | 93,918 | $41.6M | 0.04% | −25,594−21.4% | Reduced |
| Washington Trust Co | 102,087 | $45.2M | 2.11% | +10,386+11.3% | Added |
| Ameriprise Financial Inc | 103,201 | $45.7M | 0.02% | −1,201−1.2% | Reduced |
| Sandy Spring Bank | 104,804 | $46.4M | 2.76% | +456+0.4% | Added |
| Montag A & Associates Inc | 110,761 | $49.2M | 3.30% | −1,424−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 117,655 | $52.1M | 0.10% | +29,676+33.7% | Added |
| Alliancebernstein L.P. | 128,887 | $57.1M | 0.03% | +6,833+5.6% | Added |
| CI Private Wealth, LLC | 130,087 | $57.6M | 0.21% | +130,087 | New |
| Hills Bank & Trust Co | 130,674 | $57.9M | 8.55% | +3,764+3.0% | Added |
| JPMorgan Chase & Co | 131,626 | $58.3M | 0.01% | −110,935−45.7% | Reduced |
| Brown Advisory Inc | 134,646 | $59.6M | 0.11% | −2,124−1.6% | Reduced |
| Waddell & Associates, LLC | 135,842 | $60.1M | 10.07% | +2,212+1.7% | Added |
| Citigroup Inc | 136,224 | $60.3M | 0.08% | −31,876−19.0% | Reduced |
| FineMark National Bank & Trust | 138,885 | $61.5M | 2.77% | −495−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 142,184 | $63.0M | 0.15% | +48,328+51.5% | Added |
| LPL Financial LLC | 143,863 | $63.7M | 0.05% | −5,023−3.4% | Reduced |
| Truist Financial Corp | 145,519 | $64.4M | 0.11% | +1,261+0.9% | Added |
| HighTower Advisors, LLC | 146,324 | $64.8M | 0.15% | +8,209+5.9% | Added |
| Welch & Forbes LLC | 158,372 | $70.1M | 1.26% | −2,320−1.4% | Reduced |
| Whittier Trust Co | 167,278 | $74.1M | 1.44% | +9,049+5.7% | Added |
| Bessemer Group Inc | 170,249 | $75.4M | 0.18% | +115,489+210.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 182,000 | $80.6M | 0.41% | +2,000+1.1% | Added |
| Bank of New York Mellon Corp | 201,145 | $89.1M | 0.02% | −15,514−7.2% | Reduced |
| MAI Capital Management | 206,169 | $91.3M | 1.54% | −4,660−2.2% | Reduced |
| Conservest Capital Advisors, Inc. | 246,172 | $109.0M | 13.83% | – | – |
| First Republic Investment Management, Inc. | 248,826 | $110.2M | 0.25% | +10,275+4.3% | Added |
| BNP Paribas Arbitrage, SA | 287,582 | $127.3M | 0.32% | +35,543+14.1% | Added |
| Arvest Trust Co N A | 288,596 | $127.8M | 8.04% | −5,695−1.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 362,027 | $160.4M | 0.50% | +185,610+105.2% | Added |
| Royal Bank of Canada | 391,648 | $173.4M | 0.05% | +114,719+41.4% | Added |
| Raymond James & Associates | 406,266 | $179.9M | 0.17% | +22,989+6.0% | Added |
| Creative Planning | 437,150 | $193.6M | 0.29% | +25,811+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 445,666 | $197.3M | 0.30% | +311,842+233.0% | Added |
| Bank of Montreal | 511,015 | $227.4M | 0.18% | +36,750+7.7% | Added |
| Goldman Sachs Group Inc | 554,683 | $245.6M | 0.07% | +15,871+2.9% | Added |
| UBS Group AG | 594,716 | $263.3M | 0.13% | +25,049+4.4% | Added |
| The PNC Financial Services Group, Inc. | 838,773 | $371.4M | 0.36% | +8,630+1.0% | Added |
| Veritable, L.P. | 973,915 | $431.2M | 7.71% | −21,080−2.1% | Reduced |
| US Bancorp | 1,115,866 | $494.1M | 0.87% | +26,666+2.4% | Added |
| Morgan Stanley | 1,140,904 | $505.2M | 0.06% | +86,561+8.2% | Added |
| Northern Trust Corp | 1,200,358 | $531.5M | 0.11% | −5,301−0.4% | Reduced |
| Wells Fargo & Company | 1,607,446 | $711.8M | 0.23% | +41,920+2.7% | Added |
| Bank of America Corp | 2,000,690 | $885.9M | 0.11% | +52,184+2.7% | Added |
| Independent Advisor Alliance | 1,200 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −51,421−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −16,078−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −15,686−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −5,402−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Envoi LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Concentrum Wealth Management | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Sanford Advisory Services, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Karlinski Andrew C | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Corsicana & Co. | – | – | – | – | Not filed |
| Pacific Center for Financial Services | – | – | – | – | Not filed |
| Round Table Services, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| 55I, LLC | – | – | – | – | Not filed |
| Spectrum Management Group, LLC | – | – | – | – | Not filed |
| Maryland Capital Management | – | – | – | – | Not filed |
| Dowling & Yahnke LLC | – | – | – | – | Not filed |
| Beaumont Financial Partners, LLC | – | – | – | – | Not filed |
| CPWM, LLC | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |