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 |
|---|---|---|---|---|---|
| Nwam LLC | 3,557 | $1.58M | 0.14% | +8+0.2% | Added |
| Meridian Investment Counsel Inc. | 3,559 | $1.58M | 0.63% | +48+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 3,605 | $1.60M | 0.09% | +3,605 | New |
| WealthBridge Capital Management, LLC | 3,609 | $1.60M | 0.67% | +125+3.6% | Added |
| Tiemann Investment Advisors, LLC | 3,626 | $1.61M | 0.94% | −6−0.2% | Reduced |
| TSFG, LLC | 3,633 | $1.61M | 0.64% | −22−0.6% | Reduced |
| Horizon Investments, LLC | 3,656 | $1.62M | 0.05% | −103−2.7% | Reduced |
| Graypoint LLC | 3,660 | $1.62M | 0.19% | −2,537−40.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,662 | $1.62M | 0.59% | −163−4.3% | Reduced |
| Breakwater Capital Group | 3,669 | $1.62M | 0.85% | +3,669 | New |
| Ameritas Advisory Services, LLC | 3,677 | $1.63M | 0.08% | +1,389+60.7% | Added |
| Investment Advisory Group, LLC | 3,679 | $1.63M | 1.00% | −4−0.1% | Reduced |
| Quantum Private Wealth, LLC | 3,705 | $1.64M | 1.04% | 00.0% | Unchanged |
| Haverford Trust Co | 3,712 | $1.64M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,718 | $1.65M | 0.26% | −51−1.4% | Reduced |
| Lowe Wealth Advisors, LLC | 3,725 | $1.65M | 0.91% | +27+0.7% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.68M | 2.13% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 3,795 | $1.68M | 1.01% | +2,045+116.9% | Added |
| Jordan Park Group LLC | 3,810 | $1.69M | 0.13% | 00.0% | Unchanged |
| XML Financial, LLC | 3,818 | $1.69M | 0.21% | −14−0.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,818 | $1.69M | 0.48% | −10.0% | Reduced |
| Delta Financial Group, Inc. | 3,821 | $1.70M | 0.75% | +3,821 | New |
| Belpointe Asset Management LLC | 3,833 | $1.70M | 0.10% | +1,568+69.2% | Added |
| Old Second National Bank of Aurora | 3,843 | $1.70M | 0.50% | +2,899+307.1% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.70M | 0.16% | −75−1.9% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.71M | 1.44% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,831 | $1.71M | 0.13% | −44−1.1% | Reduced |
| Sovereign Financial Group, Inc. | 3,871 | $1.71M | 0.68% | −191−4.7% | Reduced |
| Darrow Company, Inc. | 3,893 | $1.72M | 1.70% | −66−1.7% | Reduced |
| Focus Financial Network, Inc. | 3,882 | $1.73M | 0.14% | −60−1.5% | Reduced |
| Pathstone Family Office, LLC | 1,922 | $1.73M | 0.03% | −1−0.1% | Reduced |
| Compass Wealth Management LLC | 3,922 | $1.74M | 0.57% | +3,922 | New |
| Barber Financial Group, Inc. | 3,979 | $1.76M | 0.49% | +625+18.6% | Added |
| NorthRock Partners, LLC | 3,997 | $1.77M | 0.20% | −581−12.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.78M | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.79M | 0.31% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,047 | $1.79M | 0.16% | +190+4.9% | Added |
| Atria Investments LLC | 4,067 | $1.80M | 0.04% | −4,649−53.3% | Reduced |
| Keeley-Teton Advisors, LLC | 4,069 | $1.80M | 0.22% | −131−3.1% | Reduced |
| Umb Bank N A | 4,085 | $1.81M | 0.03% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 4,076 | $1.81M | 0.64% | +5+0.1% | Added |
| Moneta Group Investment Advisors LLC | 3,752 | $1.81M | 0.05% | −52−1.4% | Reduced |
| Merit Financial Group, LLC | 4,105 | $1.82M | 0.07% | −79−1.9% | Reduced |
| Northern Oak Wealth Management Inc | 4,120 | $1.82M | 0.26% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,130 | $1.83M | 0.52% | −5−0.1% | Reduced |
| Perigon Wealth Management, LLC | 4,131 | $1.83M | 0.11% | +502+13.8% | Added |
| CIBC World Markets Inc. | 4,148 | $1.84M | 0.01% | +2,247+118.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,149 | $1.84M | 0.52% | −173−4.0% | Reduced |
| Wade G W & Inc | 4,180 | $1.85M | 0.08% | +10.0% | Added |
| Renaissance Technologies LLC | 4,200 | $1.86M | 0.00% | +2,300+121.1% | Added |
| Salem Investment Counselors Inc | 4,197 | $1.86M | 0.08% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,210 | $1.86M | 0.50% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,255 | $1.88M | 1.54% | +361+9.3% | Added |
| Cambridge Trust Co | 4,257 | $1.89M | 0.08% | −89−2.0% | Reduced |
| Nixon Peabody Trust Co | 4,270 | $1.89M | 1.53% | −21−0.5% | Reduced |
| Soltis Investment Advisors LLC | 4,288 | $1.90M | 0.25% | +4,288 | New |
| Northwest Bancshares, Inc. | 4,292 | $1.90M | 0.38% | −275−6.0% | Reduced |
| Verition Fund Management LLC | 4,310 | $1.91M | 0.04% | −32,701−88.4% | Reduced |
| Financial Architects, Inc | 4,320 | $1.91M | 0.32% | +17+0.4% | Added |
| TD Waterhouse Canada Inc. | 4,250 | $1.92M | 0.02% | −55−1.3% | Reduced |
| Weil Company, Inc. | 4,357 | $1.93M | 0.88% | +3,817+706.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,358 | $1.93M | 0.72% | +47+1.1% | Added |
| Sunflower Bank, N.A. | 4,358 | $1.93M | 0.42% | −903−17.2% | Reduced |
| ZWJ Investment Counsel Inc | 4,443 | $1.97M | 0.11% | −303−6.4% | Reduced |
| Harbor Advisory Corp | 4,478 | $1.98M | 0.81% | +230+5.4% | Added |
| Buckingham Strategic Partners | 4,494 | $1.99M | 0.15% | −627−12.2% | Reduced |
| Davidson Trust Co | 4,495 | $1.99M | 1.76% | −10−0.2% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $1.99M | 0.71% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,490 | $1.99M | 0.10% | +896+7.1% | Added |
| Johnson Financial Group, Inc. | 4,534 | $2.01M | 0.16% | −168−3.6% | Reduced |
| Private Asset Management Inc | 4,547 | $2.01M | 0.34% | −138−2.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,557 | $2.02M | 1.37% | −15−0.3% | Reduced |
| Bank of Stockton | 4,573 | $2.02M | 0.71% | +3,098+210.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,575 | $2.03M | 0.04% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 4,582 | $2.03M | 1.87% | −180−3.8% | Reduced |
| Harvest Investment Services, LLC | 4,632 | $2.05M | 2.19% | +1,858+67.0% | Added |
| Audent Global Asset Management, LLC | 4,646 | $2.06M | 4.53% | −1,743−27.3% | Reduced |
| Sage Financial Management Group, Inc. | 4,649 | $2.06M | 1.44% | +951+25.7% | Added |
| Courier Capital LLC | 4,685 | $2.07M | 0.24% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,691 | $2.08M | 0.01% | −4,370−48.2% | Reduced |
| Guardian Capital Advisors LP | 4,435 | $2.08M | 0.24% | −2,925−39.7% | Reduced |
| New England Private Wealth Advisors LLC | 4,717 | $2.09M | 0.44% | +305+6.9% | Added |
| JMG Financial Group, Ltd. | 4,768 | $2.11M | 0.12% | −275−5.5% | Reduced |
| West Paces Advisors Inc. | 4,787 | $2.12M | 0.67% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,845 | $2.15M | 0.50% | +19+0.4% | Added |
| Connecticut Wealth Management, LLC | 4,846 | $2.15M | 0.18% | −318−6.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,878 | $2.16M | 0.76% | −90−1.8% | Reduced |
| Tower View Investment Management & Research LLC | 4,896 | $2.17M | 1.52% | +144+3.0% | Added |
| Spinnaker Trust | 4,933 | $2.18M | 0.17% | −4−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,963 | $2.20M | 0.45% | −20−0.4% | Reduced |
| Csenge Advisory Group | 4,976 | $2.20M | 0.17% | +179+3.7% | Added |
| Diversified Trust Co | 4,989 | $2.21M | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,000 | $2.21M | 0.07% | −287−5.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,054 | $2.24M | 0.17% | +1,077+27.1% | Added |
| Winthrop Advisory Group LLC | 5,030 | $2.24M | 0.43% | +21+0.4% | Added |
| Fiduciary Trust Co | 5,087 | $2.25M | 0.04% | −362−6.6% | Reduced |
| Victory Capital Management Inc | 5,204 | $2.30M | 0.00% | −56,504−91.6% | Reduced |
| Baron Financial Group, LLC | 5,233 | $2.32M | 1.54% | −100−1.9% | Reduced |
| Global Retirement Partners, LLC | 5,249 | $2.32M | 0.16% | +16+0.3% | Added |
| Argent Trust Co | 5,321 | $2.36M | 0.16% | 00.0% | Unchanged |