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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 7,059 | $3.13M | 3.17% | −6−0.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,437 | $3.07M | 1.35% | −109−1.7% | Reduced |
| Avalon Investment & Advisory | 6,923 | $3.06M | 0.09% | −72−1.0% | Reduced |
| Veracity Capital LLC | 6,907 | $3.06M | 1.47% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,895 | $3.05M | 0.83% | −39−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 6,862 | $3.04M | 0.09% | +1,606+30.6% | Added |
| Vestmark Advisory Solutions, Inc. | 6,847 | $3.03M | 0.15% | +6,847 | New |
| Bailard, Inc. | 6,778 | $3.00M | 0.11% | −74−1.1% | Reduced |
| Wolverine Trading, LLC | 6,732 | $2.98M | 0.05% | +5,719+564.6% | Added |
| Relative Value Partners Group, LLC | 6,701 | $2.97M | 0.21% | −100−1.5% | Reduced |
| Summit Wealth Partners, LLC | 6,692 | $2.96M | 0.79% | −17−0.3% | Reduced |
| Ballentine Partners, LLC | 6,688 | $2.96M | 0.09% | −85−1.3% | Reduced |
| GFS Advisors, LLC | 6,600 | $2.92M | 0.66% | −1,370−17.2% | Reduced |
| Meridian Wealth Management, LLC | 6,450 | $2.86M | 0.28% | −423−6.2% | Reduced |
| Bristlecone Advisors, LLC | 6,320 | $2.80M | 0.34% | −152−2.3% | Reduced |
| Keystone Financial Group | 6,309 | $2.79M | 0.55% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $2.79M | 0.24% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,294 | $2.79M | 0.02% | −557−8.1% | Reduced |
| Apollon Wealth Management, LLC | 6,251 | $2.77M | 0.20% | −58−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 6,234 | $2.76M | 1.65% | −92−1.5% | Reduced |
| Northstar Asset Management LLC | 6,215 | $2.75M | 0.87% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,659 | $2.74M | 0.03% | +503+2.6% | Added |
| IFG Advisory, LLC | 6,178 | $2.73M | 0.27% | −31,789−83.7% | Reduced |
| Equitable Holdings, Inc. | 6,147 | $2.72M | 0.05% | −1,593−20.6% | Reduced |
| Larson Financial Group LLC | 6,121 | $2.71M | 0.32% | +5,659+1,224.9% | Added |
| Intercontinental Wealth Advisors, LLC | 6,099 | $2.70M | 0.80% | −15−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 5,999 | $2.66M | 1.43% | −27−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 5,990 | $2.65M | 2.54% | −22−0.4% | Reduced |
| Naples Global Advisors, LLC | 5,837 | $2.59M | 0.33% | −15−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 5,814 | $2.59M | 0.98% | +5,814 | New |
| Whalerock Point Partners, LLC | 5,849 | $2.59M | 1.05% | +204+3.6% | Added |
| Pinnacle Family Advisors, LLC | 5,825 | $2.58M | 1.84% | +3,059+110.6% | Added |
| Hoylecohen, LLC | 5,809 | $2.57M | 0.26% | −23−0.4% | Reduced |
| Disciplined Investments, LLC | 5,808 | $2.57M | 1.26% | −419−6.7% | Reduced |
| Romano Brothers and Company | 5,794 | $2.57M | 0.39% | −76−1.3% | Reduced |
| Coastline Trust Co | 5,780 | $2.56M | 0.38% | +100+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 5,738 | $2.54M | 0.91% | −40−0.7% | Reduced |
| Summit Financial, LLC | 5,716 | $2.53M | 0.24% | −28−0.5% | Reduced |
| Regents of the University of California | 5,600 | $2.48M | 0.47% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,598 | $2.48M | 0.37% | −167−2.9% | Reduced |
| Shoker Investment Counsel, Inc. | 5,596 | $2.48M | 1.11% | −789−12.4% | Reduced |
| NewEdge Wealth, LLC | 5,532 | $2.45M | 0.11% | +5,532 | New |
| Means Investment Co., Inc. | 5,471 | $2.42M | 0.49% | +3,703+209.4% | Added |
| Ieq Capital, LLC | 5,461 | $2.42M | 0.07% | +20.0% | Added |
| Private Trust Co NA | 5,455 | $2.42M | 0.36% | −404−6.9% | Reduced |
| Argent Trust Co | 5,321 | $2.36M | 0.16% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,249 | $2.32M | 0.16% | +16+0.3% | Added |
| Baron Financial Group, LLC | 5,233 | $2.32M | 1.54% | −100−1.9% | Reduced |
| Victory Capital Management Inc | 5,204 | $2.30M | 0.00% | −56,504−91.6% | Reduced |
| Fiduciary Trust Co | 5,087 | $2.25M | 0.04% | −362−6.6% | Reduced |
| Winthrop Advisory Group LLC | 5,030 | $2.24M | 0.43% | +21+0.4% | Added |
| Joel Isaacson & Co., LLC | 5,054 | $2.24M | 0.17% | +1,077+27.1% | Added |
| First Citizens Bank & Trust Co | 5,000 | $2.21M | 0.07% | −287−5.4% | Reduced |
| Diversified Trust Co | 4,989 | $2.21M | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,976 | $2.20M | 0.17% | +179+3.7% | Added |
| Gilman Hill Asset Management, LLC | 4,963 | $2.20M | 0.45% | −20−0.4% | Reduced |
| Spinnaker Trust | 4,933 | $2.18M | 0.17% | −4−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 4,896 | $2.17M | 1.52% | +144+3.0% | Added |
| Eldridge Investment Advisors, Inc. | 4,878 | $2.16M | 0.76% | −90−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,846 | $2.15M | 0.18% | −318−6.2% | Reduced |
| Asset Management Group, Inc. | 4,845 | $2.15M | 0.50% | +19+0.4% | Added |
| West Paces Advisors Inc. | 4,787 | $2.12M | 0.67% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 4,768 | $2.11M | 0.12% | −275−5.5% | Reduced |
| New England Private Wealth Advisors LLC | 4,717 | $2.09M | 0.44% | +305+6.9% | Added |
| Guardian Capital Advisors LP | 4,435 | $2.08M | 0.24% | −2,925−39.7% | Reduced |
| Qube Research & Technologies Ltd | 4,691 | $2.08M | 0.01% | −4,370−48.2% | Reduced |
| Courier Capital LLC | 4,685 | $2.07M | 0.24% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,649 | $2.06M | 1.44% | +951+25.7% | Added |
| Audent Global Asset Management, LLC | 4,646 | $2.06M | 4.53% | −1,743−27.3% | Reduced |
| Harvest Investment Services, LLC | 4,632 | $2.05M | 2.19% | +1,858+67.0% | Added |
| American Institute for Advanced Investment Management, LLP | 4,582 | $2.03M | 1.87% | −180−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,575 | $2.03M | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 4,573 | $2.02M | 0.71% | +3,098+210.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,557 | $2.02M | 1.37% | −15−0.3% | Reduced |
| Private Asset Management Inc | 4,547 | $2.01M | 0.34% | −138−2.9% | Reduced |
| Johnson Financial Group, Inc. | 4,534 | $2.01M | 0.16% | −168−3.6% | Reduced |
| Private Advisor Group, LLC | 13,490 | $1.99M | 0.10% | +896+7.1% | Added |
| Element Pointe Advisors, LLC | 4,500 | $1.99M | 0.71% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $1.99M | 1.76% | −10−0.2% | Reduced |
| Buckingham Strategic Partners | 4,494 | $1.99M | 0.15% | −627−12.2% | Reduced |
| Harbor Advisory Corp | 4,478 | $1.98M | 0.81% | +230+5.4% | Added |
| ZWJ Investment Counsel Inc | 4,443 | $1.97M | 0.11% | −303−6.4% | Reduced |
| Sunflower Bank, N.A. | 4,358 | $1.93M | 0.42% | −903−17.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,358 | $1.93M | 0.72% | +47+1.1% | Added |
| Weil Company, Inc. | 4,357 | $1.93M | 0.88% | +3,817+706.9% | Added |
| TD Waterhouse Canada Inc. | 4,250 | $1.92M | 0.02% | −55−1.3% | Reduced |
| Financial Architects, Inc | 4,320 | $1.91M | 0.32% | +17+0.4% | Added |
| Verition Fund Management LLC | 4,310 | $1.91M | 0.04% | −32,701−88.4% | Reduced |
| Northwest Bancshares, Inc. | 4,292 | $1.90M | 0.38% | −275−6.0% | Reduced |
| Soltis Investment Advisors LLC | 4,288 | $1.90M | 0.25% | +4,288 | New |
| Nixon Peabody Trust Co | 4,270 | $1.89M | 1.53% | −21−0.5% | Reduced |
| Cambridge Trust Co | 4,257 | $1.89M | 0.08% | −89−2.0% | Reduced |
| Element Wealth, LLC | 4,255 | $1.88M | 1.54% | +361+9.3% | Added |
| Cambridge Advisors Inc. | 4,210 | $1.86M | 0.50% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,197 | $1.86M | 0.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 4,200 | $1.86M | 0.00% | +2,300+121.1% | Added |
| Wade G W & Inc | 4,180 | $1.85M | 0.08% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,149 | $1.84M | 0.52% | −173−4.0% | Reduced |
| CIBC World Markets Inc. | 4,148 | $1.84M | 0.01% | +2,247+118.2% | Added |
| Perigon Wealth Management, LLC | 4,131 | $1.83M | 0.11% | +502+13.8% | Added |