Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 1,147 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2022: $11.1B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC237$104.0K0.01%00.0%Unchanged
Field & Main Bank245$108.5K0.07%+45+22.5%Added
Blue Bell Private Wealth Management, LLC248$109.8K0.04%00.0%Unchanged
Aua Capital Management, LLC250$110.7K0.08%00.0%Unchanged
Evermay Wealth Management LLC250$111.1K0.02%00.0%Unchanged
Signaturefd, LLC251$111.3K0.00%+14+5.9%Added
Resurgent Financial Advisors LLC256$113.6K0.06%+256New
Jackson, Grant Investment Advisers, Inc.261$115.4K0.06%+2+0.8%Added
SJS Investment Consulting Inc.262$116.0K0.03%00.0%Unchanged
M&R Capital Management Inc265$117.3K0.03%+265New
Contravisory Investment Management, Inc.267$118.1K0.03%−2−0.7%Reduced
Tilia Fiduciary Partners, Inc.273$120.8K0.12%00.0%Unchanged
Fortis Capital Advisors, LLC300$132.8K0.08%+300New
JJJ Advisors Inc.290$136.3K0.04%00.0%Unchanged
Milestone Investment Advisors LLC319$141.3K0.05%+319New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC320$142.1K0.01%−10−3.0%Reduced
Tyler-Stone Wealth Management335$148.0K0.10%00.0%Unchanged
Arcadia Investment Management Corp342$151.4K0.04%−15−4.2%Reduced
Silicon Valley Capital Partners344$152.3K0.03%+344New
Blackhill Capital Inc351$155.4K0.02%00.0%Unchanged
Ellevest, Inc.367$162.5K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC406$180.0K0.01%+406New
Psagot Value Holdings Ltd. / (Israel)408$181.0K0.05%−94−18.7%Reduced
Ronald Blue Trust, Inc.461$185.0K0.00%+183+65.8%Added
Oder Investment Management, LLC443$196.2K0.24%+443New
BerganKDV Wealth Management, LLC444$196.6K0.02%00.0%Unchanged
Rise Advisors, LLC446$197.6K0.16%+12+2.8%Added
CenterStar Asset Management, LLC–$199.0K0.37%–New
Laurel Wealth Advisors LLC451$199.3K0.05%+1+0.2%Added
Well Done, LLC500$200.0K0.04%+500New
Bangor Savings Bank457$202.0K0.02%00.0%Unchanged
Soundmark Wealth Management, LLC457$202.2K0.13%+457New
Heritage Trust Co457$202.4K0.03%+457New
Ledyard National Bank459$203.2K0.02%+459New
Investment Advisory Services Inc460$203.7K0.10%+460New
Concentric Wealth Management, LLC460$203.7K0.07%+460New
Wambolt & Associates, LLC460$203.7K0.08%+460New
Harbor Investment Advisory, LLC461$204.1K0.03%00.0%Unchanged
Garde Capital, Inc.462$205.0K0.02%00.0%Unchanged
Aspen Investment Management Inc463$205.0K0.13%+463New
Mark Sheptoff Financial Planning, LLC466$206.3K0.12%+466New
L & S Advisors Inc467$206.8K0.04%+467New
Tranquility Partners, LLC469$207.7K0.11%+469New
Ascent Group, LLC469$207.8K0.02%−88−15.8%Reduced
Pachira Investments Inc.469$208.0K1.05%−34−6.8%Reduced
Lesa Sroufe & Co470$208.0K0.23%+470New
Rodgers & Associates, LTD470$208.1K0.03%+470New
Second Half Financial Partners, LLC430$208.2K0.14%+430New
Echo Wealth Management, LLC443$208.5K0.22%−79−15.1%Reduced
Fisher Asset Management, LLC472$209.0K0.00%+472New
SageView Advisory Group, LLC473$209.6K0.02%+473New
Hanson & Doremus Investment Management475$210.0K0.05%00.0%Unchanged
Pinnacle Bancorp, Inc.475$210.0K0.08%00.0%Unchanged
Scissortail Wealth Management, LLC442$213.0K0.12%+442New
Schechter Investment Advisors, LLC485$214.8K0.02%+485New
Mather Group, LLC.487$215.4K0.00%+487New
Apella Capital, LLC487$215.6K0.02%+487New
Bassett Hargrove Investment Counsel, LLC485$216.0K0.40%−175−26.5%Reduced
Norway Savings Bank490$217.0K0.11%00.0%Unchanged
Millennium Management LLC492$218.0K0.00%−9,544−95.1%Reduced
BlueSky Wealth Advisors, LLC493$218.3K0.05%+493New
Vickerman Investment Advisors, Inc.493$218.3K0.10%+493New
Integrated Wealth Concepts LLC495$219.0K0.01%+495New
Maryland Capital Advisors Inc.495$219.2K0.20%00.0%Unchanged
Brinker Capital Investments, LLC496$219.6K0.00%+496New
Marcum Wealth, LLC497$220.1K0.03%−15−2.9%Reduced
MBL Wealth, LLC500$221.0K0.04%00.0%Unchanged
Fusion Family Wealth LLC500$221.4K0.03%00.0%Unchanged
Personal Capital Advisors Corp500$221.4K0.00%−95−16.0%Reduced
J2 Capital Management Inc500$221.4K0.38%00.0%Unchanged
PAX Financial Group, LLC500$221.4K0.06%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC501$221.9K0.01%+501New
Eqis Capital Management, Inc.503$222.7K0.03%+503New
Asset Planning Corporation503$222.9K0.19%+1+0.2%Added
Measured Wealth Private Client Group, LLC504$223.2K0.09%−38−7.0%Reduced
Federation des caisses Desjardins du Quebec504$223.2K0.00%00.0%Unchanged
CapWealth Advisors, LLC504$223.2K0.03%+504New
Curi Capital505$223.5K0.03%+505New
Parkside Financial Bank & Trust505$223.6K0.06%00.0%Unchanged
Resources Management Corp506$224.0K0.04%00.0%Unchanged
Aldebaran Financial Inc.506$224.1K0.25%00.0%Unchanged
KWMG, LLC508$224.9K0.03%00.0%Unchanged
Hilltop Holdings Inc.513$227.2K0.03%−15−2.8%Reduced
Laidlaw Wealth Management LLC514$227.6K0.05%+514New
Libra Wealth LLC515$228.0K0.18%00.0%Unchanged
Marion Wealth Management518$229.4K0.10%+518New
Aprio Wealth Management, LLC521$230.7K0.08%00.0%Unchanged
Tarbox Family Office, Inc.522$231.1K0.05%00.0%Unchanged
Edmonds Duncan Registered Investment Advisors, LLC526$232.9K0.08%00.0%Unchanged
Birch Hill Investment Advisors LLC531$235.1K0.01%00.0%Unchanged
Jackson Hole Capital Partners, LLC533$236.0K0.07%00.0%Unchanged
CoreCap Advisors, LLC534$236.4K0.02%+534New
Ellis Investment Partners, LLC534$236.5K0.06%+1+0.2%Added
Forbes J M & Co LLP536$237.0K0.03%+536New
Gateway Wealth Partners, LLC536$237.4K0.04%+536New
First Interstate Bank538$238.0K0.02%+538New
Ropes Wealth Advisors LLC538$238.2K0.04%00.0%Unchanged
Lakeview Capital Partners, LLC505$238.5K0.08%−22−4.2%Reduced
Morris Retirement Advisors, LLC540$239.1K0.19%−3−0.6%Reduced
Gryphon Financial Partners LLC541$239.5K0.06%−18−3.2%Reduced