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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 2,093 | $926.8K | 0.08% | +840+67.0% | Added |
| Prime Capital Investment Advisors, LLC | 2,099 | $929.4K | 0.04% | +1,099+109.9% | Added |
| Choate Investment Advisors | 2,107 | $933.0K | 0.06% | +99+4.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,122 | $940.0K | 0.31% | +32+1.5% | Added |
| Shufro Rose & Co LLC | 2,156 | $954.7K | 0.08% | −30−1.4% | Reduced |
| Warner Financial, Inc | 2,159 | $956.0K | 0.73% | −143−6.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,053 | $957.1K | 0.45% | −49−2.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $961.3K | 0.12% | 00.0% | Unchanged |
| First County Bank | 2,177 | $964.0K | 0.46% | +2,177 | New |
| ARS Investment Partners, LLC | 2,201 | $974.4K | 0.13% | +15+0.7% | Added |
| Sigma Investment Counselors Inc | 2,206 | $976.8K | 0.08% | −194−8.1% | Reduced |
| Zhang Financial LLC | 2,207 | $977.2K | 0.12% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,220 | $983.0K | 0.10% | +2,220 | New |
| Pacific Financial Group Inc | 2,224 | $984.8K | 0.74% | +273+14.0% | Added |
| Sentinel Trust Co Lba | 2,240 | $992.0K | 0.16% | +2,240 | New |
| Viawealth, LLC | 2,193 | $995.6K | 0.82% | +2,193 | New |
| Dorsey & Whitney Trust CO LLC | 2,250 | $996.3K | 0.10% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,282 | $1.01M | 0.04% | +666+41.2% | Added |
| Congress Wealth Management LLC | 2,314 | $1.02M | 0.03% | +178+8.3% | Added |
| 9258 Wealth Management, LLC | 2,345 | $1.04M | 0.22% | +91+4.0% | Added |
| Montecito Bank & Trust | 2,356 | $1.04M | 0.25% | −201−7.9% | Reduced |
| Baystate Wealth Management LLC | 2,358 | $1.04M | 0.10% | +9+0.4% | Added |
| First Western Trust Bank | 2,361 | $1.05M | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,380 | $1.05M | 0.13% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,403 | $1.06M | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 2,409 | $1.07M | 0.02% | +20+0.8% | Added |
| TruWealth Advisors, LLC | 2,415 | $1.07M | 0.10% | +9+0.4% | Added |
| North Star Investment Management Corp. | 2,432 | $1.08M | 0.10% | +10.0% | Added |
| STAR Financial Bank | 2,455 | $1.09M | 1.08% | +2,455 | New |
| Middleton & Co Inc | 2,461 | $1.09M | 0.16% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,461 | $1.09M | 0.09% | +440+21.8% | Added |
| CX Institutional | 2,472 | $1.09M | 0.07% | −491−16.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.12M | 0.10% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,540 | $1.12M | 0.20% | −375−12.9% | Reduced |
| Regions Financial Corp | 2,549 | $1.13M | 0.01% | +23+0.9% | Added |
| White Pine Capital LLC | 2,558 | $1.13M | 0.44% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,576 | $1.14M | 0.47% | +2,576 | New |
| EWG Elevate Inc. | 2,623 | $1.16M | 0.58% | +449+20.7% | Added |
| Beaumont Financial Advisors, LLC | 2,628 | $1.16M | 0.12% | +2,628 | New |
| Spire Wealth Management | 2,630 | $1.16M | 0.07% | +609+30.1% | Added |
| Moloney Securities Asset Management, LLC | 2,633 | $1.17M | 0.26% | +50+1.9% | Added |
| TD Private Client Wealth LLC | 2,636 | $1.17M | 0.06% | +473+21.9% | Added |
| EverSource Wealth Advisors, LLC | 2,678 | $1.19M | 0.18% | +2,494+1,355.4% | Added |
| Paulson Wealth Management Inc. | 2,678 | $1.19M | 0.58% | +2,012+302.1% | Added |
| RFG Advisory, LLC | 2,406 | $1.19M | 0.06% | +89+3.8% | Added |
| Deutsche Bank AG | 2,690 | $1.19M | 0.00% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,690 | $1.19M | 0.90% | +2,690 | New |
| Riggs Asset Managment Co. Inc. | 2,711 | $1.20M | 0.49% | +2,711 | New |
| Connectus Wealth, LLC | 2,714 | $1.20M | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,714 | $1.20M | 0.07% | −680−20.0% | Reduced |
| Lyell Wealth Management, LP | 2,722 | $1.21M | 0.19% | −86−3.1% | Reduced |
| GEM Asset Management, LLC | 2,722 | $1.21M | 1.03% | +2,722 | New |
| Hardy Reed LLC | 2,775 | $1.23M | 0.23% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.24M | 0.17% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,914 | $1.24M | 0.03% | −752−20.5% | Reduced |
| Osborne Partners Capital Management, LLC | 2,810 | $1.24M | 0.10% | −146−4.9% | Reduced |
| High Falls Advisors, Inc | 2,837 | $1.26M | 0.39% | −250−8.1% | Reduced |
| Greenleaf Trust | 2,847 | $1.26M | 0.02% | +232+8.9% | Added |
| Tiedemann Advisors, LLC | 2,831 | $1.26M | 0.06% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,868 | $1.27M | 0.55% | −21−0.7% | Reduced |
| International Assets Investment Management, LLC | 2,920 | $1.29M | 0.13% | +342+13.3% | Added |
| Manchester Capital Management LLC | 2,928 | $1.30M | 0.19% | +850+40.9% | Added |
| Putnam Investments LLC | 2,929 | $1.30M | 0.00% | −177−5.7% | Reduced |
| L.M. Kohn & Company | 3,001 | $1.33M | 0.62% | +10.0% | Added |
| Change Path, LLC | 3,005 | $1.33M | 0.07% | +4+0.1% | Added |
| Patriot Investment Management Inc. | 2,788 | $1.33M | 0.12% | +2,788 | New |
| Wunderlich Capital Managemnt | 3,019 | $1.34M | 0.74% | +75+2.5% | Added |
| Integrated Advisors Network LLC | 3,025 | $1.34M | 0.09% | +125+4.3% | Added |
| PFG Advisors | 3,041 | $1.35M | 0.13% | −236−7.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,052 | $1.35M | 0.05% | −951−23.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,058 | $1.35M | 0.98% | +3,058 | New |
| Bremer Bank National Association | 3,070 | $1.36M | 0.26% | −66−2.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,071 | $1.36M | 0.16% | +3,071 | New |
| Aspiriant, LLC | 3,076 | $1.36M | 0.07% | −3−0.1% | Reduced |
| United Bank | 3,095 | $1.37M | 0.19% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,120 | $1.38M | 0.37% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.40M | 0.70% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,193 | $1.41M | 0.46% | +1,931+153.0% | Added |
| Wesbanco Bank Inc | 3,232 | $1.43M | 0.06% | +186+6.1% | Added |
| Simplex Trading, LLC | 3,236 | $1.43M | 0.07% | −9,224−74.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,317 | $1.47M | 1.31% | −47−1.4% | Reduced |
| Coyle Financial Counsel LLC | 3,339 | $1.48M | 0.71% | −23−0.7% | Reduced |
| Advisory Services Network, LLC | 3,367 | $1.49M | 0.05% | +570+20.4% | Added |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.49M | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.49M | 0.36% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.50M | 0.17% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,387 | $1.50M | 1.19% | +3,387 | New |
| Stratos Wealth Partners, LTD. | 3,397 | $1.50M | 0.04% | +37+1.1% | Added |
| Paragon Capital Management Ltd | 3,400 | $1.51M | 0.40% | 00.0% | Unchanged |
| Woodstock Corp | 3,411 | $1.51M | 0.20% | +180+5.6% | Added |
| Proficio Capital Partners LLC | 3,415 | $1.51M | 0.29% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,419 | $1.51M | 0.07% | −5−0.1% | Reduced |
| Sigma Planning Corp | 3,461 | $1.53M | 0.05% | +1,363+65.0% | Added |
| SOA Wealth Advisors, LLC. | 3,462 | $1.53M | 0.41% | +3+0.1% | Added |
| Meridian Financial, LLC | 3,503 | $1.55M | 1.63% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,504 | $1.55M | 0.07% | −138−3.8% | Reduced |
| Lindbrook Capital, LLC | 3,523 | $1.56M | 0.19% | +30+0.9% | Added |
| Lionsbridge Wealth Management LLC | 3,523 | $1.56M | 1.52% | +3,523 | New |
| Kingfisher Capital LLC | 3,535 | $1.56M | 0.42% | +8+0.2% | Added |
| HBK Sorce Advisory LLC | 3,536 | $1.57M | 0.04% | +1,768+100.0% | Added |