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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 2,406 | $1.19M | 0.06% | +89+3.8% | Added |
| Paulson Wealth Management Inc. | 2,678 | $1.19M | 0.58% | +2,012+302.1% | Added |
| EverSource Wealth Advisors, LLC | 2,678 | $1.19M | 0.18% | +2,494+1,355.4% | Added |
| TD Private Client Wealth LLC | 2,636 | $1.17M | 0.06% | +473+21.9% | Added |
| Moloney Securities Asset Management, LLC | 2,633 | $1.17M | 0.26% | +50+1.9% | Added |
| Spire Wealth Management | 2,630 | $1.16M | 0.07% | +609+30.1% | Added |
| Beaumont Financial Advisors, LLC | 2,628 | $1.16M | 0.12% | +2,628 | New |
| EWG Elevate Inc. | 2,623 | $1.16M | 0.58% | +449+20.7% | Added |
| CIC Wealth, LLC | 2,576 | $1.14M | 0.47% | +2,576 | New |
| White Pine Capital LLC | 2,558 | $1.13M | 0.44% | 00.0% | Unchanged |
| Regions Financial Corp | 2,549 | $1.13M | 0.01% | +23+0.9% | Added |
| SOL Capital Management CO | 2,540 | $1.12M | 0.20% | −375−12.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.12M | 0.10% | 00.0% | Unchanged |
| CX Institutional | 2,472 | $1.09M | 0.07% | −491−16.6% | Reduced |
| Independent Financial Group, LLC | 2,461 | $1.09M | 0.09% | +440+21.8% | Added |
| Middleton & Co Inc | 2,461 | $1.09M | 0.16% | 00.0% | Unchanged |
| STAR Financial Bank | 2,455 | $1.09M | 1.08% | +2,455 | New |
| North Star Investment Management Corp. | 2,432 | $1.08M | 0.10% | +10.0% | Added |
| TruWealth Advisors, LLC | 2,415 | $1.07M | 0.10% | +9+0.4% | Added |
| Stephens Inc | 2,409 | $1.07M | 0.02% | +20+0.8% | Added |
| Cozad Asset Management Inc | 2,403 | $1.06M | 0.15% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,380 | $1.05M | 0.13% | 00.0% | Unchanged |
| First Western Trust Bank | 2,361 | $1.05M | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,358 | $1.04M | 0.10% | +9+0.4% | Added |
| Montecito Bank & Trust | 2,356 | $1.04M | 0.25% | −201−7.9% | Reduced |
| 9258 Wealth Management, LLC | 2,345 | $1.04M | 0.22% | +91+4.0% | Added |
| Congress Wealth Management LLC | 2,314 | $1.02M | 0.03% | +178+8.3% | Added |
| Truepoint, Inc. | 2,282 | $1.01M | 0.04% | +666+41.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,250 | $996.3K | 0.10% | 00.0% | Unchanged |
| Viawealth, LLC | 2,193 | $995.6K | 0.82% | +2,193 | New |
| Sentinel Trust Co Lba | 2,240 | $992.0K | 0.16% | +2,240 | New |
| Pacific Financial Group Inc | 2,224 | $984.8K | 0.74% | +273+14.0% | Added |
| LBMC Investment Advisors, LLC | 2,220 | $983.0K | 0.10% | +2,220 | New |
| Zhang Financial LLC | 2,207 | $977.2K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,206 | $976.8K | 0.08% | −194−8.1% | Reduced |
| ARS Investment Partners, LLC | 2,201 | $974.4K | 0.13% | +15+0.7% | Added |
| First County Bank | 2,177 | $964.0K | 0.46% | +2,177 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $961.3K | 0.12% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,053 | $957.1K | 0.45% | −49−2.3% | Reduced |
| Warner Financial, Inc | 2,159 | $956.0K | 0.73% | −143−6.2% | Reduced |
| Shufro Rose & Co LLC | 2,156 | $954.7K | 0.08% | −30−1.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,122 | $940.0K | 0.31% | +32+1.5% | Added |
| Choate Investment Advisors | 2,107 | $933.0K | 0.06% | +99+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 2,099 | $929.4K | 0.04% | +1,099+109.9% | Added |
| Meeder Asset Management Inc | 2,093 | $926.8K | 0.08% | +840+67.0% | Added |
| NCM Capital Management, LLC | 2,088 | $925.0K | 0.61% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,089 | $925.0K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 2,068 | $916.0K | 0.06% | −36−1.7% | Reduced |
| Beacon Financial Advisory LLC | 2,064 | $913.8K | 0.65% | −89−4.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,049 | $907.5K | 0.20% | −19−0.9% | Reduced |
| Glassman Wealth Services | 2,049 | $907.3K | 0.17% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,044 | $905.1K | 0.08% | +2,044 | New |
| HM Payson & Co | 2,042 | $904.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $902.4K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,032 | $899.7K | 0.11% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 2,000 | $885.6K | 0.15% | +2,000 | New |
| Tennessee Valley Asset Management Partners | 1,999 | $885.3K | 0.31% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,969 | $871.9K | 0.09% | +88+4.7% | Added |
| Moors & Cabot, Inc. | 1,947 | $862.1K | 0.06% | −363−15.7% | Reduced |
| Essex Financial Services, Inc. | 1,948 | $862.0K | 0.09% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,946 | $861.7K | 0.51% | −25−1.3% | Reduced |
| Lynch & Associates | 1,928 | $853.7K | 0.22% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,924 | $851.9K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,914 | $847.5K | 0.26% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,913 | $847.1K | 0.06% | +1,913 | New |
| Omega Financial Group, LLC | 1,910 | $845.9K | 0.44% | +1,219+176.4% | Added |
| Maltin Wealth Management, Inc. | 1,909 | $845.4K | 0.62% | +6+0.3% | Added |
| Tompkins Financial Corp | 1,904 | $843.0K | 0.13% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,902 | $842.0K | 0.32% | +32+1.7% | Added |
| Parcion Private Wealth LLC | 1,899 | $840.9K | 0.09% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $835.5K | 1.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,886 | $835.0K | 0.05% | +306+19.4% | Added |
| Prosperity Planning, Inc. | 1,909 | $834.2K | 0.41% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,877 | $831.1K | 0.02% | −31−1.6% | Reduced |
| M. Kraus & Co | 1,864 | $825.4K | 0.30% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,853 | $820.5K | 0.20% | +2+0.1% | Added |
| BancorpSouth Bank | 1,826 | $808.5K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 1,825 | $808.1K | 0.38% | −25−1.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,813 | $802.7K | 0.22% | +2+0.1% | Added |
| Flynn Zito Capital Management, LLC | 1,812 | $802.5K | 0.67% | −16−0.9% | Reduced |
| Bleakley Financial Group, LLC | 1,812 | $802.5K | 0.03% | +1,812 | New |
| LaSalle St. Investment Advisors, LLC | 1,803 | $798.0K | 0.38% | +1,803 | New |
| Howland Capital Management LLC | 1,793 | $796.9K | 0.05% | +260+17.0% | Added |
| Zions Bancorporation, N.A. | 1,798 | $796.1K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,794 | $794.4K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,776 | $786.4K | 0.07% | +1,776 | New |
| Evanson Asset Management, LLC | 1,767 | $782.4K | 0.09% | +7+0.4% | Added |
| Dana Investment Advisors, Inc. | 1,765 | $781.7K | 0.04% | +2+0.1% | Added |
| Braun Stacey Associates Inc | 1,765 | $781.5K | 0.04% | +4+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,745 | $775.7K | 0.18% | 00.0% | Unchanged |
| Providence First Trust Co | 1,749 | $774.4K | 0.45% | −30−1.7% | Reduced |
| Journey Advisory Group, LLC | 1,748 | $774.0K | 0.19% | +133+8.2% | Added |
| White Pine Investment CO | 1,741 | $771.0K | 0.29% | +379+27.8% | Added |
| D.A. Davidson & Co. | 1,737 | $769.2K | 0.01% | −36−2.0% | Reduced |
| Fulcrum Capital LLC | 1,717 | $760.3K | 0.22% | −16,748−90.7% | Reduced |
| Prospera Financial Services Inc | 1,704 | $754.6K | 0.04% | −646−27.5% | Reduced |
| Arkadios Wealth Advisors | 1,689 | $748.1K | 0.10% | +121+7.7% | Added |
| Holistic Financial Partners | 1,683 | $745.3K | 0.67% | +6+0.4% | Added |
| Summit Trail Advisors, LLC | 1,666 | $743.2K | 0.03% | −223−11.8% | Reduced |
| Legacy Private Trust Co. | 1,666 | $737.7K | 0.07% | 00.0% | Unchanged |