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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 5,455 | $2.42M | 0.36% | −404−6.9% | Reduced |
| Ieq Capital, LLC | 5,461 | $2.42M | 0.07% | +20.0% | Added |
| Means Investment Co., Inc. | 5,471 | $2.42M | 0.49% | +3,703+209.4% | Added |
| NewEdge Wealth, LLC | 5,532 | $2.45M | 0.11% | +5,532 | New |
| Shoker Investment Counsel, Inc. | 5,596 | $2.48M | 1.11% | −789−12.4% | Reduced |
| Matrix Asset Advisors Inc | 5,598 | $2.48M | 0.37% | −167−2.9% | Reduced |
| Regents of the University of California | 5,600 | $2.48M | 0.47% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,716 | $2.53M | 0.24% | −28−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,738 | $2.54M | 0.91% | −40−0.7% | Reduced |
| Coastline Trust Co | 5,780 | $2.56M | 0.38% | +100+1.8% | Added |
| Romano Brothers and Company | 5,794 | $2.57M | 0.39% | −76−1.3% | Reduced |
| Disciplined Investments, LLC | 5,808 | $2.57M | 1.26% | −419−6.7% | Reduced |
| Hoylecohen, LLC | 5,809 | $2.57M | 0.26% | −23−0.4% | Reduced |
| Pinnacle Family Advisors, LLC | 5,825 | $2.58M | 1.84% | +3,059+110.6% | Added |
| Whalerock Point Partners, LLC | 5,849 | $2.59M | 1.05% | +204+3.6% | Added |
| Insigneo Advisory Services, LLC | 5,814 | $2.59M | 0.98% | +5,814 | New |
| Naples Global Advisors, LLC | 5,837 | $2.59M | 0.33% | −15−0.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,990 | $2.65M | 2.54% | −22−0.4% | Reduced |
| Pegasus Asset Management, Inc. | 5,999 | $2.66M | 1.43% | −27−0.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,099 | $2.70M | 0.80% | −15−0.2% | Reduced |
| Larson Financial Group LLC | 6,121 | $2.71M | 0.32% | +5,659+1,224.9% | Added |
| Equitable Holdings, Inc. | 6,147 | $2.72M | 0.05% | −1,593−20.6% | Reduced |
| IFG Advisory, LLC | 6,178 | $2.73M | 0.27% | −31,789−83.7% | Reduced |
| Cresset Asset Management, LLC | 19,659 | $2.74M | 0.03% | +503+2.6% | Added |
| Northstar Asset Management LLC | 6,215 | $2.75M | 0.87% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,234 | $2.76M | 1.65% | −92−1.5% | Reduced |
| Apollon Wealth Management, LLC | 6,251 | $2.77M | 0.20% | −58−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 6,294 | $2.79M | 0.02% | −557−8.1% | Reduced |
| Sepio Capital, LP | 6,300 | $2.79M | 0.24% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $2.79M | 0.55% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,320 | $2.80M | 0.34% | −152−2.3% | Reduced |
| Meridian Wealth Management, LLC | 6,450 | $2.86M | 0.28% | −423−6.2% | Reduced |
| GFS Advisors, LLC | 6,600 | $2.92M | 0.66% | −1,370−17.2% | Reduced |
| Ballentine Partners, LLC | 6,688 | $2.96M | 0.09% | −85−1.3% | Reduced |
| Summit Wealth Partners, LLC | 6,692 | $2.96M | 0.79% | −17−0.3% | Reduced |
| Relative Value Partners Group, LLC | 6,701 | $2.97M | 0.21% | −100−1.5% | Reduced |
| Wolverine Trading, LLC | 6,732 | $2.98M | 0.05% | +5,719+564.6% | Added |
| Bailard, Inc. | 6,778 | $3.00M | 0.11% | −74−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,847 | $3.03M | 0.15% | +6,847 | New |
| Resources Investment Advisors, LLC. | 6,862 | $3.04M | 0.09% | +1,606+30.6% | Added |
| Glen Eagle Advisors, LLC | 6,895 | $3.05M | 0.83% | −39−0.6% | Reduced |
| Veracity Capital LLC | 6,907 | $3.06M | 1.47% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 6,923 | $3.06M | 0.09% | −72−1.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,437 | $3.07M | 1.35% | −109−1.7% | Reduced |
| Bay Rivers Group | 7,059 | $3.13M | 3.17% | −6−0.1% | Reduced |
| Ti-Trust, Inc | 7,089 | $3.14M | 2.99% | +282+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,113 | $3.15M | 0.31% | +198+2.9% | Added |
| Parallax Volatility Advisers, L.P. | 7,151 | $3.17M | 0.08% | +5,761+414.5% | Added |
| Stephenson National Bank & Trust | 7,166 | $3.17M | 2.00% | −310−4.1% | Reduced |
| Gould Asset Management LLC | 7,351 | $3.25M | 0.98% | +115+1.6% | Added |
| Wetherby Asset Management Inc | 7,394 | $3.27M | 0.21% | −119−1.6% | Reduced |
| Lido Advisors, LLC | 7,438 | $3.29M | 0.06% | +448+6.4% | Added |
| J.W. Cole Advisors, Inc. | 7,504 | $3.32M | 0.26% | +3,633+93.9% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.33M | 1.14% | 00.0% | Unchanged |
| Keybank National Association | 7,545 | $3.34M | 0.02% | −461−5.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,587 | $3.36M | 0.13% | −53−0.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,708 | $3.41M | 2.14% | −1,139−12.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,710 | $3.41M | 0.16% | +214+2.9% | Added |
| Highland Capital Management, LLC | 7,713 | $3.42M | 0.24% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 7,773 | $3.44M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,808 | $3.47M | 0.10% | +950+13.9% | Added |
| Callan Family Office, LLC | 7,837 | $3.47M | 1.12% | +7,837 | New |
| Segall Bryant & Hamill, LLC | 7,848 | $3.48M | 0.04% | +30.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $3.53M | 2.03% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 7,971 | $3.53M | 1.05% | −117−1.4% | Reduced |
| Davis R M Inc | 8,038 | $3.56M | 0.10% | −9−0.1% | Reduced |
| CMG Global Holdings, LLC | 8,097 | $3.59M | 3.40% | +81+1.0% | Added |
| Barrett & Company, Inc. | 8,126 | $3.60M | 2.38% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.61M | 0.08% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 8,190 | $3.63M | 0.15% | +232+2.9% | Added |
| AMG National Trust Bank | 8,200 | $3.63M | 0.13% | −5,360−39.5% | Reduced |
| Segment Wealth Management, LLC | 8,303 | $3.68M | 0.43% | −100−1.2% | Reduced |
| Evensky & Katz LLC | 8,440 | $3.74M | 0.34% | −254−2.9% | Reduced |
| GenTrust, LLC | 8,434 | $3.76M | 0.34% | +8+0.1% | Added |
| Salomon & Ludwin, LLC | 8,529 | $3.78M | 0.48% | +178+2.1% | Added |
| Highview Capital Management LLC | 8,539 | $3.78M | 2.30% | +1,984+30.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,607 | $3.81M | 2.07% | −496−5.4% | Reduced |
| Court Place Advisors, LLC | 8,613 | $3.81M | 1.38% | +70+0.8% | Added |
| One + One Wealth Management, LLC | 8,726 | $3.86M | 2.70% | +8,726 | New |
| Altfest L J & Co Inc | 8,741 | $3.87M | 0.64% | +6,750+339.0% | Added |
| CWM, LLC | 8,816 | $3.90M | 0.03% | +3,202+57.0% | Added |
| EP Wealth Advisors, LLC | 8,885 | $3.93M | 0.07% | +8,885 | New |
| Allworth Financial LP | 8,938 | $3.96M | 0.04% | −1,069−10.7% | Reduced |
| Connolly Sarah T. | 8,961 | $3.97M | 2.70% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 8,974 | $3.97M | 3.96% | −8,262−47.9% | Reduced |
| Harbour Investments, Inc. | 8,980 | $3.98M | 0.24% | +1,032+13.0% | Added |
| Granite FO LLC | 8,472 | $3.99M | 3.07% | +8,472 | New |
| Sonata Capital Group Inc | 9,041 | $4.00M | 2.23% | −889−9.0% | Reduced |
| Mercer Global Advisors Inc | 9,077 | $4.02M | 0.02% | +107+1.2% | Added |
| Balboa Wealth Partners | 9,207 | $4.08M | 1.84% | −364−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 9,271 | $4.11M | 0.02% | −334−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.18M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,751 | $4.32M | 0.08% | +924+10.5% | Added |
| Raffa Wealth Management, LLC | 9,834 | $4.35M | 1.78% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,838 | $4.36M | 0.18% | −1,335−11.9% | Reduced |
| Resonant Capital Advisors, LLC | 9,803 | $4.37M | 0.55% | −132−1.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,903 | $4.38M | 0.66% | −206−2.0% | Reduced |
| HB Wealth Management, LLC | 9,934 | $4.40M | 0.08% | +618+6.6% | Added |
| Sageworth Trust Co | 9,953 | $4.41M | 0.35% | +806+8.8% | Added |
| Synovus Financial Corp | 9,998 | $4.43M | 0.05% | +234+2.4% | Added |