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 |
|---|---|---|---|---|---|
| United Community Bank | 704 | $311.7K | 0.30% | −20−2.8% | Reduced |
| TrinityPoint Wealth, LLC | 706 | $312.6K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 709 | $313.9K | 0.01% | +709 | New |
| Beach Investment Counsel Inc | 710 | $314.0K | 0.04% | 00.0% | Unchanged |
| Novare Capital Management LLC | 710 | $314.4K | 0.04% | −4−0.6% | Reduced |
| Spears Abacus Advisors LLC | 711 | $314.8K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $315.0K | 0.29% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 709 | $315.1K | 0.06% | +709 | New |
| AlphaStar Capital Management, LLC | 713 | $315.5K | 0.03% | +1+0.1% | Added |
| Financial Partners Group, Inc | 648 | $315.6K | 0.07% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 713 | $315.9K | 0.12% | +713 | New |
| One Capital Management, LLC | 725 | $321.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $321.0K | 0.16% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 729 | $322.9K | 0.21% | −56−7.1% | Reduced |
| Baugh & Associates, LLC | 732 | $324.0K | 0.21% | −9−1.2% | Reduced |
| JDM Financial Group LLC | 739 | $327.4K | 0.31% | +739 | New |
| Orion Capital Management LLC | 740 | $327.7K | 0.24% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 727 | $330.1K | 0.17% | +1+0.1% | Added |
| Rodgers Brothers Inc. | 748 | $331.2K | 0.07% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $331.2K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 753 | $333.5K | 0.09% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 759 | $336.1K | 0.10% | +759 | New |
| S.A. Mason LLC | 760 | $336.5K | 0.25% | 00.0% | Unchanged |
| Hoese & Co LLP | 720 | $339.0K | 0.36% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 766 | $339.5K | 0.03% | −2−0.3% | Reduced |
| Nicolet Bankshares Inc | 767 | $339.6K | 0.12% | −37−4.6% | Reduced |
| Janney Capital Management LLC | 767 | $340.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 768 | $340.1K | 0.01% | −244−24.1% | Reduced |
| REDW Wealth LLC | 779 | $344.9K | 0.12% | +2+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 779 | $345.0K | 0.00% | +36+4.8% | Added |
| Eagle Global Advisors LLC | 780 | $345.4K | 0.02% | −50−6.0% | Reduced |
| D. Scott Neal, Inc. | 780 | $345.4K | 0.17% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $345.4K | 0.28% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $345.8K | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 782 | $346.3K | 0.04% | +782 | New |
| Ancora Advisors, LLC | 783 | $347.0K | 0.01% | +138+21.4% | Added |
| Howard Capital Management Group, LLC | 785 | $348.0K | 0.04% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 789 | $349.1K | 0.00% | +82+11.6% | Added |
| First Pacific Financial | 789 | $349.4K | 0.17% | −7−0.9% | Reduced |
| Berkeley, Inc | 789 | $349.4K | 0.26% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 790 | $349.8K | 0.09% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $353.3K | 0.13% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 800 | $354.0K | 0.53% | −3,000−78.9% | Reduced |
| Toronto Dominion Bank | 800 | $354.0K | 0.00% | −1,254−61.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $354.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $354.2K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $354.2K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $354.7K | 0.07% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $358.2K | 0.25% | 00.0% | Unchanged |
| Platform Technology Partners | 811 | $359.1K | 0.19% | −9−1.1% | Reduced |
| Trustcore Financial Services, LLC | 813 | $360.0K | 0.03% | +233+40.2% | Added |
| Fidelis Capital Partners, LLC | 794 | $360.5K | 0.43% | +794 | New |
| Thrive Wealth Management, LLC | 815 | $360.9K | 0.10% | +815 | New |
| GYL Financial Synergies, LLC | 816 | $361.4K | 0.08% | +66+8.8% | Added |
| Fiduciary Alliance LLC | 817 | $361.6K | 0.09% | +817 | New |
| Geneos Wealth Management Inc. | 817 | $361.9K | 0.02% | +14+1.7% | Added |
| Seascape Capital Management | 818 | $362.0K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $362.0K | 0.06% | +38+4.9% | Added |
| Missouri Trust & Investment Co | 828 | $367.0K | 0.22% | 00.0% | Unchanged |
| First National Trust Co | 829 | $367.1K | 0.02% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 836 | $370.0K | 0.02% | −475−36.2% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $371.0K | 0.10% | +835 | New |
| Almanack Investment Partners, LLC. | 841 | $372.2K | 0.08% | −559−39.9% | Reduced |
| Cardiff Park Advisors, LLC | 843 | $373.1K | 0.05% | +2+0.2% | Added |
| Titleist Asset Management, Ltd. | 845 | $374.2K | 0.09% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $375.0K | 0.25% | 00.0% | Unchanged |
| StoneX Group Inc. | 844 | $376.8K | 0.04% | −9−1.1% | Reduced |
| Fiera Capital Corp | 853 | $377.7K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 855 | $378.6K | 0.02% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $380.0K | 0.28% | 00.0% | Unchanged |
| Prudential Financial Inc | 858 | $380.0K | 0.00% | +140+19.5% | Added |
| J Arnold Wealth Management Co | 859 | $380.4K | 0.19% | +859 | New |
| Overbrook Management Corp | 860 | $380.8K | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 869 | $384.8K | 0.13% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $386.6K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $387.0K | 0.19% | −55−5.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $387.6K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 877 | $388.3K | 0.04% | +877 | New |
| Zacks Investment Management | 880 | $389.7K | 0.01% | +211+31.5% | Added |
| TCWP LLC | 882 | $390.5K | 0.08% | +217+32.6% | Added |
| Smith Chas P & Associates Pa Cpas | 884 | $391.0K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 899 | $398.3K | 0.12% | +19+2.2% | Added |
| Centaurus Financial, Inc. | 903 | $400.0K | 0.04% | −175−16.2% | Reduced |
| Foundations Investment Advisors, LLC | 905 | $400.6K | 0.02% | +109+13.7% | Added |
| Benin Management CORP | 909 | $402.5K | 0.16% | +4+0.4% | Added |
| SevenBridge Financial Group, LLC | 917 | $406.0K | 0.12% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $407.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $407.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 923 | $409.0K | 0.01% | −34−3.6% | Reduced |
| ProVise Management Group, LLC | 927 | $410.5K | 0.04% | −125−11.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 930 | $411.6K | 0.04% | −4−0.4% | Reduced |
| Ardent Capital Management, Inc. | 930 | $411.8K | 0.32% | +930 | New |
| Merriman Wealth Management, LLC | 929 | $412.9K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 934 | $413.6K | 0.07% | −797−46.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 943 | $419.1K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 862 | $419.9K | 0.03% | −7−0.8% | Reduced |
| WealthPLAN Partners, LLC | 862 | $420.1K | 0.03% | +862 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 950 | $420.5K | 0.10% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 954 | $422.4K | 0.03% | +380+66.2% | Added |
| NEIRG Wealth Management, LLC | 959 | $424.6K | 0.08% | 00.0% | Unchanged |