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 |
|---|---|---|---|---|---|
| Park National Corp | 1,409 | $623.9K | 0.03% | −25−1.7% | Reduced |
| Grimes & Company, Inc. | 1,411 | $624.8K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,412 | $625.1K | 0.16% | −28−1.9% | Reduced |
| McGuire Investment Group, LLC | 1,417 | $627.4K | 0.14% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,418 | $627.7K | 0.03% | +1,091+333.6% | Added |
| First Heartland Consultants, Inc. | 1,438 | $637.0K | 0.10% | −1,104−43.4% | Reduced |
| Pettinga Financial Advisors, LLC | 1,441 | $638.1K | 0.21% | −175−10.8% | Reduced |
| Old North State Trust, LLC | 1,451 | $643.0K | 0.42% | −17−1.2% | Reduced |
| Evoke Wealth, LLC | 1,452 | $644.7K | 0.02% | +301+26.2% | Added |
| Capital Investment Advisory Services, LLC | 1,463 | $647.8K | 0.08% | +1,463 | New |
| Quadrant Capital Group LLC | 1,469 | $650.5K | 0.07% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,479 | $654.7K | 0.07% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 1,485 | $657.5K | 0.03% | −143−8.8% | Reduced |
| Charles Schwab Trust Co | 1,493 | $661.3K | 0.09% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,494 | $661.4K | 0.02% | +217+17.0% | Added |
| IFP Advisors, Inc | 3,646 | $663.0K | 0.02% | +9+0.2% | Added |
| Institute for Wealth Management, LLC. | 1,500 | $664.4K | 0.14% | +21+1.4% | Added |
| Retirement Capital Strategies | 1,502 | $665.1K | 0.33% | −6−0.4% | Reduced |
| Bank of Hawaii | 1,510 | $668.6K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,512 | $669.6K | 0.02% | +1,512 | New |
| InTrack Investment Management Inc | 1,518 | $672.1K | 0.67% | −2,108−58.1% | Reduced |
| InterOcean Capital Group, LLC | 1,528 | $676.6K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $684.1K | 0.34% | 00.0% | Unchanged |
| Vista Investment Management | 1,550 | $686.3K | 0.39% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,558 | $689.9K | 0.03% | +1,558 | New |
| Acorn Wealth Advisors, LLC | 1,559 | $691.0K | 0.53% | −4−0.3% | Reduced |
| Sebold Capital Management, Inc. | 1,565 | $693.0K | 0.57% | +1,565 | New |
| Neumann Capital Management, LLC | 1,570 | $695.2K | 0.33% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,572 | $696.1K | 0.06% | +1,572 | New |
| Hohimer Wealth Management, LLC | 1,582 | $700.5K | 0.22% | 00.0% | Unchanged |
| American Money Management, LLC | 1,585 | $701.8K | 0.20% | −5−0.3% | Reduced |
| Blue Barn Wealth, LLC | 1,591 | $704.3K | 0.46% | −321−16.8% | Reduced |
| RTD Financial Advisors, Inc. | 1,593 | $705.4K | 0.11% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,599 | $708.1K | 0.13% | +10+0.6% | Added |
| Andrews, Lucia Wealth Management LLC | 1,603 | $709.9K | 0.66% | −110−6.4% | Reduced |
| Berger Financial Group, Inc | 1,604 | $710.4K | 0.09% | +1,604 | New |
| Gator Capital Management, LLC | 1,607 | $711.6K | 0.52% | −90−5.3% | Reduced |
| River Wealth Advisors LLC | 1,627 | $720.6K | 0.14% | +226+16.1% | Added |
| Trail Ridge Investment Advisors, LLC | 1,632 | $722.6K | 0.50% | −73−4.3% | Reduced |
| First Business Financial Services, Inc. | 1,633 | $723.0K | 0.10% | −16,237−90.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $723.5K | 0.09% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,648 | $729.7K | 0.03% | −70−4.1% | Reduced |
| Baldwin Brothers Inc | 1,654 | $732.4K | 0.07% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $732.8K | 0.10% | −35−2.1% | Reduced |
| Walleye Trading LLC | 1,656 | $733.3K | 0.02% | −1,590−49.0% | Reduced |
| Legacy Private Trust Co. | 1,666 | $737.7K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,666 | $743.2K | 0.03% | −223−11.8% | Reduced |
| Holistic Financial Partners | 1,683 | $745.3K | 0.67% | +6+0.4% | Added |
| Arkadios Wealth Advisors | 1,689 | $748.1K | 0.10% | +121+7.7% | Added |
| Prospera Financial Services Inc | 1,704 | $754.6K | 0.04% | −646−27.5% | Reduced |
| Fulcrum Capital LLC | 1,717 | $760.3K | 0.22% | −16,748−90.7% | Reduced |
| D.A. Davidson & Co. | 1,737 | $769.2K | 0.01% | −36−2.0% | Reduced |
| White Pine Investment CO | 1,741 | $771.0K | 0.29% | +379+27.8% | Added |
| Journey Advisory Group, LLC | 1,748 | $774.0K | 0.19% | +133+8.2% | Added |
| Providence First Trust Co | 1,749 | $774.4K | 0.45% | −30−1.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,745 | $775.7K | 0.18% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 1,765 | $781.5K | 0.04% | +4+0.2% | Added |
| Dana Investment Advisors, Inc. | 1,765 | $781.7K | 0.04% | +2+0.1% | Added |
| Evanson Asset Management, LLC | 1,767 | $782.4K | 0.09% | +7+0.4% | Added |
| Stratos Wealth Advisors, LLC | 1,776 | $786.4K | 0.07% | +1,776 | New |
| Parsons Capital Management Inc | 1,794 | $794.4K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,798 | $796.1K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,793 | $796.9K | 0.05% | +260+17.0% | Added |
| LaSalle St. Investment Advisors, LLC | 1,803 | $798.0K | 0.38% | +1,803 | New |
| Bleakley Financial Group, LLC | 1,812 | $802.5K | 0.03% | +1,812 | New |
| Flynn Zito Capital Management, LLC | 1,812 | $802.5K | 0.67% | −16−0.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,813 | $802.7K | 0.22% | +2+0.1% | Added |
| LCNB Corp | 1,825 | $808.1K | 0.38% | −25−1.4% | Reduced |
| BancorpSouth Bank | 1,826 | $808.5K | 0.07% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,853 | $820.5K | 0.20% | +2+0.1% | Added |
| M. Kraus & Co | 1,864 | $825.4K | 0.30% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,877 | $831.1K | 0.02% | −31−1.6% | Reduced |
| Prosperity Planning, Inc. | 1,909 | $834.2K | 0.41% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,886 | $835.0K | 0.05% | +306+19.4% | Added |
| Private Wealth Group, LLC | 1,887 | $835.5K | 1.19% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,899 | $840.9K | 0.09% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,902 | $842.0K | 0.32% | +32+1.7% | Added |
| Tompkins Financial Corp | 1,904 | $843.0K | 0.13% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,909 | $845.4K | 0.62% | +6+0.3% | Added |
| Omega Financial Group, LLC | 1,910 | $845.9K | 0.44% | +1,219+176.4% | Added |
| J. Goldman & Co LP | 1,913 | $847.1K | 0.06% | +1,913 | New |
| Frank, Rimerman Advisors LLC | 1,914 | $847.5K | 0.26% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,924 | $851.9K | 0.03% | 00.0% | Unchanged |
| Lynch & Associates | 1,928 | $853.7K | 0.22% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,946 | $861.7K | 0.51% | −25−1.3% | Reduced |
| Essex Financial Services, Inc. | 1,948 | $862.0K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,947 | $862.1K | 0.06% | −363−15.7% | Reduced |
| We Are One Seven, LLC | 1,969 | $871.9K | 0.09% | +88+4.7% | Added |
| Tennessee Valley Asset Management Partners | 1,999 | $885.3K | 0.31% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 2,000 | $885.6K | 0.15% | +2,000 | New |
| Clear Harbor Asset Management, LLC | 2,032 | $899.7K | 0.11% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $902.4K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 2,042 | $904.2K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,044 | $905.1K | 0.08% | +2,044 | New |
| Glassman Wealth Services | 2,049 | $907.3K | 0.17% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,049 | $907.5K | 0.20% | −19−0.9% | Reduced |
| Beacon Financial Advisory LLC | 2,064 | $913.8K | 0.65% | −89−4.1% | Reduced |
| Rockland Trust Co | 2,068 | $916.0K | 0.06% | −36−1.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,089 | $925.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $925.0K | 0.61% | 00.0% | Unchanged |