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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 962 | $426.0K | 0.03% | −31−3.1% | Reduced |
| Bryn Mawr Trust Co | 971 | $430.0K | 0.02% | −1,230−55.9% | Reduced |
| Certified Advisory Corp | 979 | $433.3K | 0.09% | −321−24.7% | Reduced |
| Capstone Investment Advisors, LLC | 983 | $435.3K | 0.01% | −1,418−59.1% | Reduced |
| Simon Quick Advisors, LLC | 987 | $437.2K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 988 | $437.5K | 0.03% | +5+0.5% | Added |
| Fortem Financial Group, LLC | 990 | $438.4K | 0.26% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 994 | $440.0K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $440.0K | 0.31% | 00.0% | Unchanged |
| Triumph Capital Management | 999 | $442.4K | 0.24% | +38+4.0% | Added |
| Rathbone Brothers plc | 1,000 | $442.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $442.8K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,000 | $442.8K | 0.11% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 966 | $442.9K | 0.29% | +18+1.9% | Added |
| Ghe, LLC | 1,000 | $443.0K | 0.42% | −2,677−72.8% | Reduced |
| Jackson Wealth Management, LLC | 1,004 | $444.6K | 0.16% | +1,004 | New |
| IHT Wealth Management, LLC | 1,013 | $448.5K | 0.03% | +100+11.0% | Added |
| Brookstone Capital Management | 993 | $450.9K | 0.01% | −3,255−76.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,020 | $451.8K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,021 | $452.1K | 0.16% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,022 | $452.5K | 0.32% | +66+6.9% | Added |
| National Wealth Management Group, LLC | 1,034 | $457.8K | 0.55% | +24+2.4% | Added |
| Koss-Olinger Consulting, LLC | 1,040 | $461.0K | 0.07% | −39−3.6% | Reduced |
| American Trust | 1,042 | $461.6K | 0.04% | +491+89.1% | Added |
| Gladstone Institutional Advisory LLC | 1,044 | $462.3K | 0.03% | −11−1.0% | Reduced |
| Financial Advisory Service, Inc. | 1,050 | $464.9K | 0.05% | +6+0.6% | Added |
| Great Valley Advisor Group, Inc. | 1,062 | $470.0K | 0.02% | +2+0.2% | Added |
| Legacy Trust | 1,062 | $470.2K | 0.15% | +1,062 | New |
| Fagan Associates, Inc. | 1,066 | $472.5K | 0.13% | −1−0.1% | Reduced |
| Two Sigma Securities, LLC | 1,069 | $473.3K | 0.07% | −1,007−48.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,074 | $475.6K | 0.09% | +33+3.2% | Added |
| JNBA Financial Advisors | 1,077 | $476.9K | 0.07% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $478.2K | 0.19% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,083 | $479.6K | 0.04% | +1,083 | New |
| WealthShield Partners, LLC | 1,089 | $484.0K | 0.09% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 1,095 | $484.9K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,120 | $495.9K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 1,120 | $495.9K | 0.13% | +1,120 | New |
| Bickling Financial Services, Inc. | 1,120 | $495.9K | 0.31% | +3+0.3% | Added |
| Kanawha Capital Management LLC | 1,120 | $496.0K | 0.05% | −25−2.2% | Reduced |
| Jennison Associates LLC | 1,127 | $499.0K | 0.00% | +377+50.3% | Added |
| First National Bank of Omaha | 1,129 | $500.0K | 0.03% | +15+1.3% | Added |
| Pacific Sun Financial Corp | 1,130 | $500.4K | 0.35% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,142 | $505.9K | 0.08% | +1,142 | New |
| Peak Planning Group, LLC | 1,145 | $506.9K | 0.45% | +351+44.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $508.8K | 0.25% | +437+61.4% | Added |
| QP Wealth Management, LLC | 1,150 | $509.2K | 0.79% | +1,150 | New |
| Great Lakes Advisors, LLC | 1,150 | $509.2K | 0.03% | −258−18.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $513.6K | 0.19% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,160 | $513.7K | 0.32% | −358−23.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,160 | $513.9K | 0.03% | −346−23.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $516.7K | 0.04% | +21+1.8% | Added |
| Thompson Davis & Co., Inc. | 1,170 | $518.1K | 0.74% | +6+0.5% | Added |
| High Probability Advisors, LLC | 1,176 | $520.8K | 0.14% | +15+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,176 | $521.0K | 0.02% | +56+5.0% | Added |
| Appleton Partners Inc | 1,181 | $523.0K | 0.05% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,185 | $524.7K | 0.38% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,182 | $525.3K | 0.04% | +140+13.4% | Added |
| Bragg Financial Advisors, Inc | 1,188 | $526.0K | 0.03% | −23−1.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $527.4K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,194 | $528.7K | 0.00% | −1,970−62.3% | Reduced |
| Neuberger Berman Group LLC | 1,209 | $535.3K | 0.00% | +121+11.1% | Added |
| Kaydan Wealth Management, Inc. | 1,213 | $537.1K | 0.21% | −15−1.2% | Reduced |
| Private Ocean, LLC | 1,217 | $538.5K | 0.07% | +2+0.2% | Added |
| BLB&B Advisors, LLC | 1,220 | $540.2K | 0.04% | −42−3.3% | Reduced |
| Nicollet Investment Management, Inc. | 1,227 | $543.0K | 0.31% | +13+1.1% | Added |
| Western Wealth Management, LLC | 1,233 | $546.0K | 0.06% | −1,244−50.2% | Reduced |
| Single Point Partners, LLC | 1,248 | $553.0K | 0.13% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $553.0K | 0.29% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $554.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,256 | $556.4K | 0.03% | +141+12.6% | Added |
| SJA Financial Advisory, LLC | 1,260 | $558.0K | 0.50% | +5+0.4% | Added |
| Roberts Glore & Co Inc | 1,261 | $558.4K | 0.19% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,265 | $560.0K | 0.28% | −20−1.6% | Reduced |
| Wealth Architects, LLC | 1,272 | $563.2K | 0.11% | −101−7.4% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $563.2K | 0.31% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,272 | $563.3K | 0.14% | +1+0.1% | Added |
| TownSquare Capital, LLC | 1,279 | $566.4K | 0.01% | −5,149−80.1% | Reduced |
| Advisors Capital Management, LLC | 1,281 | $567.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,286 | $569.2K | 0.03% | +80+6.6% | Added |
| Schrum Private Wealth Management LLC | 1,298 | $574.9K | 0.68% | −454−25.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,304 | $577.4K | 0.57% | +1,304 | New |
| Ellerson Group Inc | 1,312 | $581.0K | 0.62% | +1,312 | New |
| Fortress Wealth Group, LLC | 1,316 | $582.7K | 0.41% | −144−9.9% | Reduced |
| McIlrath & Eck, LLC | 1,323 | $585.9K | 0.15% | +131+11.0% | Added |
| Halpern Financial, Inc. | 1,343 | $594.5K | 0.22% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,344 | $595.1K | 0.16% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,345 | $597.8K | 0.20% | +1,345 | New |
| Plante Moran Financial Advisors, LLC | 1,352 | $598.6K | 0.09% | −126−8.5% | Reduced |
| Round Rock Advisors, LLC | 1,354 | $599.5K | 0.25% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,364 | $604.0K | 0.58% | +1,364 | New |
| Seelaus Asset Management LLC | 1,374 | $608.0K | 0.46% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $611.0K | 0.25% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,387 | $614.1K | 0.02% | +68+5.2% | Added |
| Gamble Jones Investment Counsel | 1,388 | $614.6K | 0.05% | 00.0% | Unchanged |
| Leisure Capital Management | 1,396 | $618.1K | 0.32% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,393 | $619.0K | 0.05% | +109+8.5% | Added |
| Lam Group, Inc. | 1,400 | $619.9K | 0.64% | +1,400 | New |
| Scotia Capital Inc. | 1,400 | $620.1K | 0.00% | −267−16.0% | Reduced |
| Group One Trading, L.P. | 1,405 | $622.1K | 0.02% | −1,467−51.1% | Reduced |