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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 4,130 | $1.83M | 0.52% | −5−0.1% | Reduced |
| Northern Oak Wealth Management Inc | 4,120 | $1.82M | 0.26% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,105 | $1.82M | 0.07% | −79−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,752 | $1.81M | 0.05% | −52−1.4% | Reduced |
| Signature Securities Group Corporation | 4,076 | $1.81M | 0.64% | +5+0.1% | Added |
| Umb Bank N A | 4,085 | $1.81M | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,069 | $1.80M | 0.22% | −131−3.1% | Reduced |
| Atria Investments LLC | 4,067 | $1.80M | 0.04% | −4,649−53.3% | Reduced |
| Venturi Wealth Management, LLC | 4,047 | $1.79M | 0.16% | +190+4.9% | Added |
| Penobscot Investment Management Company, Inc. | 4,042 | $1.79M | 0.31% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $1.78M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,997 | $1.77M | 0.20% | −581−12.7% | Reduced |
| Barber Financial Group, Inc. | 3,979 | $1.76M | 0.49% | +625+18.6% | Added |
| Compass Wealth Management LLC | 3,922 | $1.74M | 0.57% | +3,922 | New |
| Pathstone Family Office, LLC | 1,922 | $1.73M | 0.03% | −1−0.1% | Reduced |
| Focus Financial Network, Inc. | 3,882 | $1.73M | 0.14% | −60−1.5% | Reduced |
| Darrow Company, Inc. | 3,893 | $1.72M | 1.70% | −66−1.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,871 | $1.71M | 0.68% | −191−4.7% | Reduced |
| Leavell Investment Management, Inc. | 3,831 | $1.71M | 0.13% | −44−1.1% | Reduced |
| Intelligent Financial Strategies | 3,838 | $1.71M | 1.44% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,821 | $1.70M | 0.16% | −75−1.9% | Reduced |
| Old Second National Bank of Aurora | 3,843 | $1.70M | 0.50% | +2,899+307.1% | Added |
| Belpointe Asset Management LLC | 3,833 | $1.70M | 0.10% | +1,568+69.2% | Added |
| Delta Financial Group, Inc. | 3,821 | $1.70M | 0.75% | +3,821 | New |
| 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 |
| Jordan Park Group LLC | 3,810 | $1.69M | 0.13% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 3,795 | $1.68M | 1.01% | +2,045+116.9% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.68M | 2.13% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3,725 | $1.65M | 0.91% | +27+0.7% | Added |
| Founders Financial Securities LLC | 3,718 | $1.65M | 0.26% | −51−1.4% | Reduced |
| Haverford Trust Co | 3,712 | $1.64M | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,705 | $1.64M | 1.04% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,679 | $1.63M | 1.00% | −4−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,677 | $1.63M | 0.08% | +1,389+60.7% | Added |
| Breakwater Capital Group | 3,669 | $1.62M | 0.85% | +3,669 | New |
| Rosenblum Silverman Sutton S F Inc | 3,662 | $1.62M | 0.59% | −163−4.3% | Reduced |
| Graypoint LLC | 3,660 | $1.62M | 0.19% | −2,537−40.9% | Reduced |
| Horizon Investments, LLC | 3,656 | $1.62M | 0.05% | −103−2.7% | Reduced |
| TSFG, LLC | 3,633 | $1.61M | 0.64% | −22−0.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,626 | $1.61M | 0.94% | −6−0.2% | Reduced |
| WealthBridge Capital Management, LLC | 3,609 | $1.60M | 0.67% | +125+3.6% | Added |
| NorthCrest Asset Manangement, LLC | 3,605 | $1.60M | 0.09% | +3,605 | New |
| Meridian Investment Counsel Inc. | 3,559 | $1.58M | 0.63% | +48+1.4% | Added |
| Nwam LLC | 3,557 | $1.58M | 0.14% | +8+0.2% | Added |
| HBK Sorce Advisory LLC | 3,536 | $1.57M | 0.04% | +1,768+100.0% | Added |
| Kingfisher Capital LLC | 3,535 | $1.56M | 0.42% | +8+0.2% | Added |
| Lindbrook Capital, LLC | 3,523 | $1.56M | 0.19% | +30+0.9% | Added |
| Lionsbridge Wealth Management LLC | 3,523 | $1.56M | 1.52% | +3,523 | New |
| Freestone Capital Holdings, LLC | 3,504 | $1.55M | 0.07% | −138−3.8% | Reduced |
| Meridian Financial, LLC | 3,503 | $1.55M | 1.63% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,462 | $1.53M | 0.41% | +3+0.1% | Added |
| Sigma Planning Corp | 3,461 | $1.53M | 0.05% | +1,363+65.0% | Added |
| Kingsview Wealth Management, LLC | 3,419 | $1.51M | 0.07% | −5−0.1% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.51M | 0.29% | 00.0% | Unchanged |
| Woodstock Corp | 3,411 | $1.51M | 0.20% | +180+5.6% | Added |
| Paragon Capital Management Ltd | 3,400 | $1.51M | 0.40% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,397 | $1.50M | 0.04% | +37+1.1% | Added |
| Northstar Advisory Group, LLC | 3,387 | $1.50M | 1.19% | +3,387 | New |
| Oxford Financial Group Ltd | 3,378 | $1.50M | 0.17% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.49M | 0.36% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.49M | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,367 | $1.49M | 0.05% | +570+20.4% | Added |
| Coyle Financial Counsel LLC | 3,339 | $1.48M | 0.71% | −23−0.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,317 | $1.47M | 1.31% | −47−1.4% | Reduced |
| Simplex Trading, LLC | 3,236 | $1.43M | 0.07% | −9,224−74.0% | Reduced |
| Wesbanco Bank Inc | 3,232 | $1.43M | 0.06% | +186+6.1% | Added |
| Claro Advisors LLC | 3,193 | $1.41M | 0.46% | +1,931+153.0% | Added |
| Mathes Company, Inc. | 3,150 | $1.40M | 0.70% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,120 | $1.38M | 0.37% | 00.0% | Unchanged |
| United Bank | 3,095 | $1.37M | 0.19% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,076 | $1.36M | 0.07% | −3−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,071 | $1.36M | 0.16% | +3,071 | New |
| Bremer Bank National Association | 3,070 | $1.36M | 0.26% | −66−2.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,058 | $1.35M | 0.98% | +3,058 | New |
| Avantax Planning Partners, Inc. | 3,052 | $1.35M | 0.05% | −951−23.8% | Reduced |
| PFG Advisors | 3,041 | $1.35M | 0.13% | −236−7.2% | Reduced |
| Integrated Advisors Network LLC | 3,025 | $1.34M | 0.09% | +125+4.3% | Added |
| Wunderlich Capital Managemnt | 3,019 | $1.34M | 0.74% | +75+2.5% | Added |
| Patriot Investment Management Inc. | 2,788 | $1.33M | 0.12% | +2,788 | New |
| Change Path, LLC | 3,005 | $1.33M | 0.07% | +4+0.1% | Added |
| L.M. Kohn & Company | 3,001 | $1.33M | 0.62% | +10.0% | Added |
| Putnam Investments LLC | 2,929 | $1.30M | 0.00% | −177−5.7% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.30M | 0.19% | +850+40.9% | Added |
| International Assets Investment Management, LLC | 2,920 | $1.29M | 0.13% | +342+13.3% | Added |
| Advus Financial Partners, LLC | 2,868 | $1.27M | 0.72% | −21−0.7% | Reduced |
| Tiedemann Advisors, LLC | 2,831 | $1.26M | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 2,847 | $1.26M | 0.02% | +232+8.9% | Added |
| High Falls Advisors, Inc | 2,837 | $1.26M | 0.39% | −250−8.1% | Reduced |
| Osborne Partners Capital Management, LLC | 2,810 | $1.24M | 0.10% | −146−4.9% | Reduced |
| GWM Advisors LLC | 2,914 | $1.24M | 0.03% | −752−20.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.24M | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.23M | 0.23% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,722 | $1.21M | 0.19% | −86−3.1% | Reduced |
| GEM Asset Management, LLC | 2,722 | $1.21M | 1.03% | +2,722 | New |
| Baker Avenue Asset Management, LP | 2,714 | $1.20M | 0.07% | −680−20.0% | Reduced |
| Connectus Wealth, LLC | 2,714 | $1.20M | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,711 | $1.20M | 0.49% | +2,711 | New |
| Deutsche Bank AG | 2,690 | $1.19M | 0.00% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,690 | $1.19M | 0.90% | +2,690 | New |