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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 541 | $239.5K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 543 | $240.4K | 0.05% | −1,091−66.8% | Reduced |
| American National Bank | 544 | $241.0K | 0.05% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $242.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 547 | $242.0K | 0.03% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $243.5K | 0.12% | +550 | New |
| Waypoint Capital Advisors, LLC | 553 | $244.9K | 0.08% | −400−42.0% | Reduced |
| Octavia Wealth Advisors, LLC | 551 | $244.9K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 536 | $246.0K | 0.23% | +536 | New |
| Abbrea Capital, LLC | 555 | $246.7K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 557 | $246.7K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 558 | $247.2K | 0.04% | +2+0.4% | Added |
| M Holdings Securities, Inc. | 562 | $249.0K | 0.03% | −17−2.9% | Reduced |
| High Net Worth Advisory Group LLC | 564 | $249.7K | 0.10% | +25+4.6% | Added |
| Isthmus Partners, LLC | 565 | $250.2K | 0.04% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 566 | $250.4K | 0.26% | +566 | New |
| Mystic Asset Management, Inc. | 567 | $251.1K | 0.14% | −9−1.6% | Reduced |
| Investment Partners, Ltd. | 568 | $251.5K | 0.13% | −232−29.0% | Reduced |
| MGO Private Wealth, LLC | 569 | $251.9K | 0.11% | −483−45.9% | Reduced |
| Visionary Wealth Advisors | 569 | $252.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 571 | $252.8K | 0.02% | +53+10.2% | Added |
| Dividend Assets Capital, LLC | 571 | $253.0K | 0.05% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $255.0K | 0.08% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $255.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $255.0K | 0.11% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $255.9K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 579 | $256.4K | 0.13% | +2+0.3% | Added |
| Forum Financial Management, LP | 580 | $256.8K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $257.7K | 0.16% | 00.0% | Unchanged |
| Congress Asset Management Co | 583 | $258.1K | 0.00% | +83+16.6% | Added |
| Platte River Wealth Advisors, LLC | 585 | $259.0K | 0.11% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 585 | $259.0K | 0.03% | +585 | New |
| V Wealth Advisors LLC | 586 | $259.7K | 0.05% | −17−2.8% | Reduced |
| Southland Equity Partners LLC | 588 | $260.4K | 0.10% | −16−2.6% | Reduced |
| Mendel Money Management | 588 | $260.4K | 0.15% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 588 | $260.4K | 0.10% | +588 | New |
| Cortland Associates Inc | 591 | $262.0K | 0.04% | −123−17.2% | Reduced |
| Glenview Trust Co | 595 | $263.5K | 0.01% | 00.0% | Unchanged |
| Private Capital Management LLC | 596 | $263.8K | 0.09% | −144−19.5% | Reduced |
| Mutual Advisors, LLC | 597 | $264.2K | 0.01% | +597 | New |
| Green Harvest Asset Management LLC | 598 | $264.8K | 0.01% | +598 | New |
| SPC Financial, Inc. | 600 | $265.7K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 600 | $265.7K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $265.7K | 0.15% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 600 | $265.7K | 0.14% | +600 | New |
| BFSG, LLC | 600 | $266.0K | 0.05% | 00.0% | Unchanged |
| River Street Advisors LLC | 608 | $269.2K | 0.29% | +608 | New |
| Shaker Investments LLC | 612 | $271.1K | 0.17% | +2+0.3% | Added |
| South State Corp. | 616 | $272.8K | 0.03% | −24−3.8% | Reduced |
| Signet Financial Management, LLC | 616 | $272.9K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 617 | $273.2K | 0.03% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 618 | $273.5K | 0.36% | +1+0.2% | Added |
| Carlson Capital Management | 619 | $274.1K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 619 | $274.1K | 0.02% | +70+12.8% | Added |
| Apexium Financial, LP | 620 | $274.6K | 0.03% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 621 | $275.0K | 4.23% | +621 | New |
| CRA Financial Services, LLC | 622 | $275.4K | 0.09% | −67−9.7% | Reduced |
| Headlands Technologies LLC | 627 | $278.0K | 0.22% | +627 | New |
| CFM Wealth Partners LLC | 629 | $278.5K | 0.08% | 00.0% | Unchanged |
| Etfidea, LLC | 631 | $279.4K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $279.6K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 632 | $279.8K | 0.04% | +632 | New |
| Valeo Financial Advisors, LLC | 635 | $281.2K | 0.02% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 635 | $281.2K | 0.15% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 637 | $282.2K | 0.12% | +637 | New |
| Hall Kathryn A. | 645 | $285.6K | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $285.6K | 0.00% | +645 | New |
| Saxon Interests, Inc. | 630 | $286.2K | 0.16% | −1−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 649 | $287.4K | 0.16% | +649 | New |
| Nichols & Pratt Advisers LLP | 650 | $287.8K | 0.02% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $287.8K | 0.16% | −6−0.9% | Reduced |
| Trust Co | 655 | $290.0K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $290.9K | 0.07% | 00.0% | Unchanged |
| Bensler, LLC | 657 | $290.9K | 0.06% | −42−6.0% | Reduced |
| Baldrige Asset Management LLC | 658 | $291.0K | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 660 | $292.2K | 0.01% | −220−25.0% | Reduced |
| Per Stirling Capital Management, LLC. | 668 | $295.8K | 0.05% | +668 | New |
| JFS Wealth Advisors, LLC | 669 | $296.2K | 0.03% | +117+21.2% | Added |
| Optimum Investment Advisors | 670 | $296.7K | 0.16% | −35−5.0% | Reduced |
| WSFS Capital Management, LLC | 672 | $297.6K | 0.03% | +672 | New |
| Cadinha & Co LLC | 673 | $298.0K | 0.07% | +125+22.8% | Added |
| Farmers & Merchants Investments Inc | 675 | $298.9K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 675 | $299.0K | 0.05% | −4−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 681 | $301.5K | 0.04% | −6,811−90.9% | Reduced |
| Adviser Investments LLC | 650 | $301.8K | 0.01% | −89−12.0% | Reduced |
| Delap Wealth Advisory, LLC | 682 | $302.0K | 0.32% | +682 | New |
| Carret Asset Management, LLC | 683 | $302.0K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 683 | $302.6K | 0.16% | +13+1.9% | Added |
| Redmont Wealth Advisors LLC | 685 | $303.3K | 0.36% | 00.0% | Unchanged |
| BSW Wealth Partners | 687 | $304.0K | 0.07% | −69−9.1% | Reduced |
| Garden State Investment Advisory Services LLC | 685 | $305.1K | 0.18% | +685 | New |
| Clearwater Capital Advisors, LLC | 691 | $306.0K | 0.04% | 00.0% | Unchanged |
| WP Advisors, LLC | 692 | $306.3K | 0.14% | +14+2.1% | Added |
| ICW Investment Advisors LLC | 691 | $306.3K | 0.18% | +2+0.3% | Added |
| Brand Asset Management Group, Inc. | 694 | $307.3K | 0.16% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 700 | $310.0K | 0.01% | +200+40.0% | Added |
| Aberdeen Wealth Management LLC | 701 | $310.4K | 0.23% | 00.0% | Unchanged |
| Retirement Planning Group | 702 | $310.8K | 0.04% | −77−9.9% | Reduced |
| Black Diamond Financial, LLC | 702 | $310.8K | 0.11% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 703 | $311.3K | 0.01% | −1,558−68.9% | Reduced |