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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 36,428 | $16.1M | 6.17% | +2,281+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,554 | $15.7M | 0.08% | +4,868+15.9% | Added |
| BDO Wealth Advisors, LLC | 35,135 | $15.6M | 1.93% | +107+0.3% | Added |
| Vestor Capital, LLC | 35,084 | $15.5M | 1.87% | −211−0.6% | Reduced |
| Hancock Whitney Corp | 34,058 | $15.1M | 0.58% | +899+2.7% | Added |
| Camden Capital, LLC | 33,965 | $15.0M | 2.39% | −367−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 32,853 | $14.5M | 0.63% | −507−1.5% | Reduced |
| Financial Partners Capital Management LLC | 32,830 | $14.5M | 3.24% | −70.0% | Reduced |
| Colony Group LLC | 32,447 | $14.4M | 0.20% | +29,514+1,006.3% | Added |
| American International Group, Inc. | 32,400 | $14.3M | 0.10% | +4,100+14.5% | Added |
| IFG Advisors, LLC | 31,811 | $14.1M | 6.15% | +847+2.7% | Added |
| Curbstone Financial Management Corp | 31,742 | $14.1M | 3.52% | −220−0.7% | Reduced |
| Trustmark National Bank Trust Department | 31,498 | $13.9M | 1.29% | +232+0.7% | Added |
| Wellspring Financial Advisors, LLC | 31,128 | $13.8M | 4.59% | +348+1.1% | Added |
| Rockefeller Capital Management L.P. | 30,830 | $13.7M | 0.07% | −3,393−9.9% | Reduced |
| Estate Counselors, LLC | 30,446 | $13.5M | 1.89% | +21,221+230.0% | Added |
| Green Square Capital Advisors LLC | 30,404 | $13.5M | 1.91% | +1,213+4.2% | Added |
| Huntington National Bank | – | $13.2M | 0.14% | – | – |
| Massmutual Trust Co FSB | 29,337 | $13.0M | 0.53% | +993+3.5% | Added |
| Simmons Bank | 28,538 | $12.6M | 1.09% | −1,006−3.4% | Reduced |
| Commerce Bank | 27,185 | $12.0M | 0.10% | +3,590+15.2% | Added |
| Linscomb & Williams, Inc. | 26,808 | $11.9M | 0.60% | −26−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 26,598 | $11.8M | 0.34% | +65+0.2% | Added |
| Glenmede Trust Co NA | 26,208 | $11.6M | 0.07% | +1,880+7.7% | Added |
| Kowal Investment Group, LLC | 26,205 | $11.6M | 3.46% | +21,858+502.8% | Added |
| HSBC Holdings PLC | 26,196 | $11.6M | 0.01% | +7,354+39.0% | Added |
| RMB Capital Management, LLC | 25,652 | $11.4M | 0.40% | −539−2.1% | Reduced |
| Country Club Bank | 25,582 | $11.3M | 0.99% | −1,425−5.3% | Reduced |
| Tandem Wealth Advisors LLC | 25,546 | $11.3M | 7.19% | +25,546 | New |
| Caldwell Trust Co | 25,515 | $11.3M | 1.60% | +225+0.9% | Added |
| HRT Financial LP | 25,217 | $11.2M | 0.16% | −3,787−13.1% | Reduced |
| MCF Advisors LLC | 24,728 | $11.0M | 1.12% | −581−2.3% | Reduced |
| Youngs Advisory Group, Inc. | 24,647 | $10.9M | 6.44% | −540−2.1% | Reduced |
| Cetera Advisor Networks LLC | 24,189 | $10.7M | 0.09% | +2,313+10.6% | Added |
| First Financial Bank - Trust Division | 23,893 | $10.6M | 1.14% | −427−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,668 | $10.5M | 0.43% | +22,532+1,983.5% | Added |
| Exchange Capital Management, Inc. | 23,394 | $10.4M | 2.27% | +91+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,648 | $10.0M | 0.17% | +7,483+49.3% | Added |
| Agf Management Ltd | 22,327 | $9.89M | 0.07% | +22,327 | New |
| Central Bank & Trust Co | 21,769 | $9.64M | 1.82% | −784−3.5% | Reduced |
| Boston Family Office LLC | 21,696 | $9.61M | 0.80% | −769−3.4% | Reduced |
| Brown Brothers Harriman & Co | 21,528 | $9.53M | 0.08% | −295−1.4% | Reduced |
| Capital Fund Management S.A. | 21,403 | $9.48M | 0.21% | +8,799+69.8% | Added |
| Linker Capital Management Inc. | 21,292 | $9.43M | 10.82% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $9.38M | 2.26% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 21,167 | $9.37M | 0.15% | +4,995+30.9% | Added |
| Bordeaux Wealth Advisors LLC | 21,166 | $9.37M | 5.14% | 00.0% | Unchanged |
| Old National Bancorp | 21,088 | $9.34M | 0.29% | −127−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,807 | $9.21M | 3.26% | −622−2.9% | Reduced |
| Evercore Wealth Management, LLC | 20,738 | $9.18M | 0.19% | +530+2.6% | Added |
| FMR LLC | 20,706 | $9.17M | 0.00% | +334+1.6% | Added |
| Sargent Bickham Lagudis LLC | 20,434 | $9.05M | 0.74% | +2,211+12.1% | Added |
| Cetera Advisors LLC | 20,423 | $9.04M | 0.16% | +160+0.8% | Added |
| Mechanics Bank Trust Department | 20,288 | $8.98M | 1.55% | −22−0.1% | Reduced |
| MML Investors Services, LLC | 20,286 | $8.98M | 0.06% | +1,075+5.6% | Added |
| Pegasus Partners Ltd. | 20,233 | $8.96M | 1.47% | −65−0.3% | Reduced |
| Lutz Financial Services LLC | 20,060 | $8.88M | 1.09% | −21−0.1% | Reduced |
| Terry L. Blaker | 19,999 | $8.86M | 0.81% | +245+1.2% | Added |
| jvl associates llc | 19,943 | $8.83M | 5.14% | −498−2.4% | Reduced |
| Avantax Advisory Services, Inc. | 19,521 | $8.64M | 0.12% | −1,298−6.2% | Reduced |
| Rhumbline Advisers | 19,195 | $8.50M | 0.01% | +10,155+112.3% | Added |
| Trifecta Capital Advisors, LLC | 19,102 | $8.46M | 3.37% | +19,102 | New |
| Barclays PLC | 18,910 | $8.38M | 0.01% | −22,211−54.0% | Reduced |
| Bank of the West | 18,535 | $8.21M | 0.96% | +9,160+97.7% | Added |
| Tiaa, FSB | 18,504 | $8.19M | 0.03% | +165+0.9% | Added |
| Grove Bank & Trust | 18,410 | $8.15M | 1.80% | +267+1.5% | Added |
| NBT Bank N A | 18,392 | $8.14M | 1.19% | +807+4.6% | Added |
| Bank of Nova Scotia | 17,565 | $7.78M | 0.02% | +860+5.1% | Added |
| Legacy Advisors, LLC | 17,548 | $7.77M | 1.42% | +1,653+10.4% | Added |
| Beirne Wealth Consulting Services, LLC | 511,942 | $7.67M | 3.81% | +511,942 | New |
| Midwest Professional Planners, LTD. | 17,225 | $7.63M | 4.22% | −378−2.1% | Reduced |
| Hummer Financial Advisory Services Inc | 17,053 | $7.58M | 8.34% | −100−0.6% | Reduced |
| Kestra Advisory Services, LLC | 17,107 | $7.57M | 0.07% | −243−1.4% | Reduced |
| Fifth Third Bancorp | 16,977 | $7.52M | 0.04% | +4,459+35.6% | Added |
| Telemus Capital, LLC | 16,421 | $7.46M | 0.68% | −362−2.2% | Reduced |
| KCM Investment Advisors LLC | 16,681 | $7.39M | 0.32% | −159−0.9% | Reduced |
| Boston Financial Mangement LLC | 16,530 | $7.32M | 0.29% | −29−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 16,496 | $7.30M | 0.62% | −53−0.3% | Reduced |
| Dakota Wealth Management | 16,183 | $7.17M | 0.51% | −1,858−10.3% | Reduced |
| Raymond James Trust N.A. | 15,838 | $7.01M | 0.24% | −519−3.2% | Reduced |
| Financial & Tax Architects, LLC | 14,964 | $6.98M | 2.38% | +14,964 | New |
| TKG Advisors, LLC | 15,434 | $6.83M | 4.50% | −586−3.7% | Reduced |
| Cetera Investment Advisers | 15,271 | $6.76M | 0.06% | +1,215+8.6% | Added |
| Palisade Asset Management, LLC | 15,209 | $6.73M | 0.77% | −131−0.9% | Reduced |
| Jane Street Group, LLC | 15,136 | $6.70M | 0.01% | +12,875+569.4% | Added |
| Bokf, NA | 15,087 | $6.68M | 0.12% | +919+6.5% | Added |
| Howard Capital Management Inc. | 15,037 | $6.66M | 1.89% | −806−5.1% | Reduced |
| Manatuck Hill Partners, LLC | 14,910 | $6.60M | 3.13% | +14,910 | New |
| G&S Capital LLC | 14,862 | $6.58M | 2.91% | −276−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 14,772 | $6.56M | 0.11% | +669+4.7% | Added |
| Fifth Third Securities, Inc. | 14,698 | $6.53M | 0.86% | +225+1.6% | Added |
| Meridian Wealth Advisors, LLC | 14,631 | $6.48M | 1.67% | +2,046+16.3% | Added |
| Peddock Capital Advisors, LLC | 14,562 | $6.45M | 2.50% | −43−0.3% | Reduced |
| Legal & General Group Plc | 14,200 | $6.29M | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,074 | $6.26M | 4.32% | +398+2.9% | Added |
| AE Wealth Management LLC | 14,027 | $6.21M | 0.04% | +2,251+19.1% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $6.17M | 2.54% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 13,903 | $6.16M | 0.10% | −2,073−13.0% | Reduced |
| Goelzer Investment Management, Inc. | 13,846 | $6.13M | 0.53% | −310−2.2% | Reduced |
| Unionview, LLC | 13,822 | $6.12M | 6.12% | +919+7.1% | Added |