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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 13,712 | $6.07M | 1.15% | +49+0.4% | Added |
| Financial Engines Advisors L.L.C. | 13,542 | $6.02M | 0.02% | −15,433−53.3% | Reduced |
| Busey Wealth Management | 13,517 | $5.99M | 0.27% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 13,536 | $5.98M | 4.98% | −376−2.7% | Reduced |
| Chesley Taft & Associates LLC | 13,409 | $5.94M | 0.41% | +179+1.4% | Added |
| Community Bank, N.A. | 13,283 | $5.88M | 0.82% | −222−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 13,122 | $5.81M | 5.76% | −195−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $5.69M | 0.23% | +1,000+9.1% | Added |
| Staley Capital Advisers Inc | 12,706 | $5.63M | 0.34% | −57−0.4% | Reduced |
| Retirement Income Solutions, Inc | 12,422 | $5.50M | 1.75% | −515−4.0% | Reduced |
| Lincoln National Corp | 12,374 | $5.48M | 0.12% | −410−3.2% | Reduced |
| Franklin Resources Inc | 12,325 | $5.46M | 0.00% | −75−0.6% | Reduced |
| RMR Wealth Builders | 12,262 | $5.43M | 1.23% | +579+5.0% | Added |
| Bank of New Hampshire | 12,100 | $5.36M | 1.61% | −1,283−9.6% | Reduced |
| First Horizon Advisors, Inc. | 12,003 | $5.31M | 0.20% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 11,955 | $5.29M | 0.22% | +11,955 | New |
| Sand Hill Global Advisors, LLC | 11,888 | $5.26M | 0.30% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 11,570 | $5.12M | 2.60% | −306−2.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,516 | $5.10M | 0.77% | −290−2.5% | Reduced |
| Peak Asset Management, LLC | 11,370 | $5.03M | 1.31% | −26−0.2% | Reduced |
| Wealthspire Advisors, LLC | 11,259 | $4.99M | 0.09% | −1,847−14.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,186 | $4.95M | 2.85% | +1,952+21.1% | Added |
| Journey Strategic Wealth LLC | 11,152 | $4.94M | 0.58% | 00.0% | Unchanged |
| Motco | 11,138 | $4.93M | 0.37% | −18−0.2% | Reduced |
| Latigo Investments, LLC | 10,962 | $4.85M | 3.70% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,955 | $4.85M | 2.51% | −186−1.7% | Reduced |
| RVW Wealth, LLC | 10,770 | $4.77M | 0.61% | +10,770 | New |
| Central Trust Co | 10,740 | $4.76M | 0.15% | −322−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 18,724 | $4.75M | 0.02% | +231+1.2% | Added |
| KMG Fiduciary Partners, LLC | 10,660 | $4.72M | 0.78% | −712−6.3% | Reduced |
| Firestone Capital Management | 10,521 | $4.66M | 1.73% | −25−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,509 | $4.65M | 0.52% | −125−1.2% | Reduced |
| Lodestar Private Asset Management LLC | 10,508 | $4.65M | 0.89% | +10,508 | New |
| Diversified Portfolios, Inc. | 10,438 | $4.62M | 1.06% | +163+1.6% | Added |
| Oppenheimer & Co Inc | 10,371 | $4.59M | 0.10% | +2,117+25.6% | Added |
| Bridgeworth, LLC | 10,369 | $4.59M | 0.73% | −3,757−26.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,325 | $4.57M | 0.45% | −130−1.2% | Reduced |
| Gries Financial LLC | 10,301 | $4.56M | 1.51% | +161+1.6% | Added |
| Mayflower Financial Advisors, LLC | 10,286 | $4.55M | 0.63% | +266+2.7% | Added |
| Associated Banc-Corp | 10,273 | $4.55M | 0.19% | +307+3.1% | Added |
| Coco Enterprises, LLC | 63,462 | $4.54M | 3.80% | +2,342+3.8% | Added |
| Intrepid Financial Planning Group LLC | 10,190 | $4.51M | 2.45% | −543−5.1% | Reduced |
| Flputnam Investment Management Co | 10,150 | $4.49M | 0.16% | −259−2.5% | Reduced |
| Savant Capital, LLC | 10,018 | $4.44M | 0.11% | −613−5.8% | Reduced |
| RBF Capital, LLC | 10,000 | $4.43M | 0.33% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,998 | $4.43M | 0.05% | +234+2.4% | Added |
| Sageworth Trust Co | 9,953 | $4.41M | 0.35% | +806+8.8% | Added |
| HB Wealth Management, LLC | 9,934 | $4.40M | 0.08% | +618+6.6% | Added |
| Hudson Valley Investment Advisors Inc | 9,903 | $4.38M | 0.66% | −206−2.0% | Reduced |
| Resonant Capital Advisors, LLC | 9,803 | $4.37M | 0.55% | −132−1.3% | Reduced |
| Modera Wealth Management, LLC | 9,838 | $4.36M | 0.18% | −1,335−11.9% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.35M | 1.78% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,751 | $4.32M | 0.08% | +924+10.5% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.18M | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,271 | $4.11M | 0.02% | −334−3.5% | Reduced |
| Balboa Wealth Partners | 9,207 | $4.08M | 1.84% | −364−3.8% | Reduced |
| Mercer Global Advisors Inc | 9,077 | $4.02M | 0.02% | +107+1.2% | Added |
| Sonata Capital Group Inc | 9,041 | $4.00M | 2.23% | −889−9.0% | Reduced |
| Granite FO LLC | 8,472 | $3.99M | 3.07% | +8,472 | New |
| Harbour Investments, Inc. | 8,980 | $3.98M | 0.24% | +1,032+13.0% | Added |
| Newport Capital Group, LLC | 8,974 | $3.97M | 3.96% | −8,262−47.9% | Reduced |
| Connolly Sarah T. | 8,961 | $3.97M | 2.70% | 00.0% | Unchanged |
| Allworth Financial LP | 8,938 | $3.96M | 0.04% | −1,069−10.7% | Reduced |
| EP Wealth Advisors, LLC | 8,885 | $3.93M | 0.07% | +8,885 | New |
| CWM, LLC | 8,816 | $3.90M | 0.03% | +3,202+57.0% | Added |
| Altfest L J & Co Inc | 8,741 | $3.87M | 0.64% | +6,750+339.0% | Added |
| One + One Wealth Management, LLC | 8,726 | $3.86M | 2.70% | +8,726 | New |
| Court Place Advisors, LLC | 8,613 | $3.81M | 1.38% | +70+0.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,607 | $3.81M | 2.07% | −496−5.4% | Reduced |
| Highview Capital Management LLC | 8,539 | $3.78M | 2.30% | +1,984+30.3% | Added |
| Salomon & Ludwin, LLC | 8,529 | $3.78M | 0.48% | +178+2.1% | Added |
| GenTrust, LLC | 8,434 | $3.76M | 0.34% | +8+0.1% | Added |
| Evensky & Katz LLC | 8,440 | $3.74M | 0.34% | −254−2.9% | Reduced |
| Segment Wealth Management, LLC | 8,303 | $3.68M | 0.43% | −100−1.2% | Reduced |
| AMG National Trust Bank | 8,200 | $3.63M | 0.13% | −5,360−39.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,190 | $3.63M | 0.15% | +232+2.9% | Added |
| Edmond de Rothschild Holding S.A. | 8,145 | $3.61M | 0.08% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,126 | $3.60M | 2.38% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 8,097 | $3.59M | 3.40% | +81+1.0% | Added |
| Davis R M Inc | 8,038 | $3.56M | 0.10% | −9−0.1% | Reduced |
| Renaissance Investment Group LLC | 7,971 | $3.53M | 1.05% | −117−1.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $3.53M | 2.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,848 | $3.48M | 0.04% | +30.0% | Added |
| Callan Family Office, LLC | 7,837 | $3.47M | 1.12% | +7,837 | New |
| National Asset Management, Inc. | 7,808 | $3.47M | 0.10% | +950+13.9% | Added |
| Chilton Investment Co LLC | 7,773 | $3.44M | 0.11% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 7,713 | $3.42M | 0.24% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,710 | $3.41M | 0.16% | +214+2.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,708 | $3.41M | 2.14% | −1,139−12.9% | Reduced |
| Stock Yards Bank & Trust Co | 7,587 | $3.36M | 0.13% | −53−0.7% | Reduced |
| Keybank National Association | 7,545 | $3.34M | 0.02% | −461−5.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.33M | 1.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,504 | $3.32M | 0.26% | +3,633+93.9% | Added |
| Lido Advisors, LLC | 7,438 | $3.29M | 0.06% | +448+6.4% | Added |
| Wetherby Asset Management Inc | 7,394 | $3.27M | 0.21% | −119−1.6% | Reduced |
| Gould Asset Management LLC | 7,351 | $3.25M | 0.98% | +115+1.6% | Added |
| Stephenson National Bank & Trust | 7,166 | $3.17M | 2.00% | −310−4.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,151 | $3.17M | 0.08% | +5,761+414.5% | Added |
| Ashton Thomas Private Wealth, LLC | 7,113 | $3.15M | 0.31% | +198+2.9% | Added |
| Ti-Trust, Inc | 7,089 | $3.14M | 2.99% | +282+4.1% | Added |