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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 1,656 | $733.3K | 0.02% | −1,590−49.0% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $732.8K | 0.10% | −35−2.1% | Reduced |
| Baldwin Brothers Inc | 1,654 | $732.4K | 0.07% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,648 | $729.7K | 0.03% | −70−4.1% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $723.5K | 0.09% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,633 | $723.0K | 0.10% | −16,237−90.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,632 | $722.6K | 0.50% | −73−4.3% | Reduced |
| River Wealth Advisors LLC | 1,627 | $720.6K | 0.14% | +226+16.1% | Added |
| Gator Capital Management, LLC | 1,607 | $711.6K | 0.52% | −90−5.3% | Reduced |
| Berger Financial Group, Inc | 1,604 | $710.4K | 0.09% | +1,604 | New |
| Andrews, Lucia Wealth Management LLC | 1,603 | $709.9K | 0.66% | −110−6.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,599 | $708.1K | 0.13% | +10+0.6% | Added |
| RTD Financial Advisors, Inc. | 1,593 | $705.4K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,591 | $704.3K | 0.46% | −321−16.8% | Reduced |
| American Money Management, LLC | 1,585 | $701.8K | 0.20% | −5−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 1,582 | $700.5K | 0.22% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,572 | $696.1K | 0.06% | +1,572 | New |
| Neumann Capital Management, LLC | 1,570 | $695.2K | 0.33% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,565 | $693.0K | 0.57% | +1,565 | New |
| Acorn Wealth Advisors, LLC | 1,559 | $691.0K | 0.53% | −4−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,558 | $689.9K | 0.03% | +1,558 | New |
| Vista Investment Management | 1,550 | $686.3K | 0.39% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $684.1K | 0.34% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,528 | $676.6K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,518 | $672.1K | 0.67% | −2,108−58.1% | Reduced |
| Coldstream Capital Management Inc | 1,512 | $669.6K | 0.02% | +1,512 | New |
| Bank of Hawaii | 1,510 | $668.6K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $665.1K | 0.33% | −6−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,500 | $664.4K | 0.14% | +21+1.4% | Added |
| IFP Advisors, Inc | 3,646 | $663.0K | 0.02% | +9+0.2% | Added |
| Valmark Advisers, Inc. | 1,494 | $661.4K | 0.02% | +217+17.0% | Added |
| Charles Schwab Trust Co | 1,493 | $661.3K | 0.09% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,485 | $657.5K | 0.03% | −143−8.8% | Reduced |
| GM Advisory Group, Inc. | 1,479 | $654.7K | 0.07% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 1,469 | $650.5K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,463 | $647.8K | 0.08% | +1,463 | New |
| Evoke Wealth, LLC | 1,452 | $644.7K | 0.02% | +301+26.2% | Added |
| Old North State Trust, LLC | 1,451 | $643.0K | 0.42% | −17−1.2% | Reduced |
| Pettinga Financial Advisors, LLC | 1,441 | $638.1K | 0.21% | −175−10.8% | Reduced |
| First Heartland Consultants, Inc. | 1,438 | $637.0K | 0.10% | −1,104−43.4% | Reduced |
| Money Concepts Capital Corp | 1,418 | $627.7K | 0.03% | +1,091+333.6% | Added |
| McGuire Investment Group, LLC | 1,417 | $627.4K | 0.14% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,412 | $625.1K | 0.16% | −28−1.9% | Reduced |
| Grimes & Company, Inc. | 1,411 | $624.8K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,409 | $623.9K | 0.03% | −25−1.7% | Reduced |
| Group One Trading, L.P. | 1,405 | $622.1K | 0.02% | −1,467−51.1% | Reduced |
| Scotia Capital Inc. | 1,400 | $620.1K | 0.00% | −267−16.0% | Reduced |
| Lam Group, Inc. | 1,400 | $619.9K | 0.64% | +1,400 | New |
| Steel Peak Wealth Management LLC | 1,393 | $619.0K | 0.05% | +109+8.5% | Added |
| Leisure Capital Management | 1,396 | $618.1K | 0.32% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,388 | $614.6K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,387 | $614.1K | 0.02% | +68+5.2% | Added |
| Fca Corp | 1,380 | $611.0K | 0.25% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,374 | $608.0K | 0.46% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,364 | $604.0K | 0.58% | +1,364 | New |
| Round Rock Advisors, LLC | 1,354 | $599.5K | 0.25% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,352 | $598.6K | 0.09% | −126−8.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,345 | $597.8K | 0.20% | +1,345 | New |
| Miramar Capital, LLC | 1,344 | $595.1K | 0.16% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,343 | $594.5K | 0.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,323 | $585.9K | 0.15% | +131+11.0% | Added |
| Fortress Wealth Group, LLC | 1,316 | $582.7K | 0.41% | −144−9.9% | Reduced |
| Ellerson Group Inc | 1,312 | $581.0K | 0.62% | +1,312 | New |
| Silvia McColl Wealth Management, LLC | 1,304 | $577.4K | 0.57% | +1,304 | New |
| Schrum Private Wealth Management LLC | 1,298 | $574.9K | 0.68% | −454−25.9% | Reduced |
| Exencial Wealth Advisors, LLC | 1,286 | $569.2K | 0.03% | +80+6.6% | Added |
| Advisors Capital Management, LLC | 1,281 | $567.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,279 | $566.4K | 0.01% | −5,149−80.1% | Reduced |
| Duncker Streett & Co Inc | 1,272 | $563.3K | 0.14% | +1+0.1% | Added |
| CCG Wealth Management, LLC | 1,272 | $563.2K | 0.31% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,272 | $563.2K | 0.11% | −101−7.4% | Reduced |
| Long Road Investment Counsel, LLC | 1,265 | $560.0K | 0.28% | −20−1.6% | Reduced |
| Roberts Glore & Co Inc | 1,261 | $558.4K | 0.19% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,260 | $558.0K | 0.50% | +5+0.4% | Added |
| Brighton Jones LLC | 1,256 | $556.4K | 0.03% | +141+12.6% | Added |
| Smithfield Trust Co | 1,250 | $554.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $553.0K | 0.29% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $553.0K | 0.13% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,233 | $546.0K | 0.06% | −1,244−50.2% | Reduced |
| Nicollet Investment Management, Inc. | 1,227 | $543.0K | 0.31% | +13+1.1% | Added |
| BLB&B Advisors, LLC | 1,220 | $540.2K | 0.04% | −42−3.3% | Reduced |
| Private Ocean, LLC | 1,217 | $538.5K | 0.07% | +2+0.2% | Added |
| Kaydan Wealth Management, Inc. | 1,213 | $537.1K | 0.21% | −15−1.2% | Reduced |
| Neuberger Berman Group LLC | 1,209 | $535.3K | 0.00% | +121+11.1% | Added |
| Clark Capital Management Group, Inc. | 1,194 | $528.7K | 0.00% | −1,970−62.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $527.4K | 0.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,188 | $526.0K | 0.03% | −23−1.9% | Reduced |
| Comerica Securities,inc. | 1,182 | $525.3K | 0.04% | +140+13.4% | Added |
| WorthPointe, LLC | 1,185 | $524.7K | 0.38% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,181 | $523.0K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,176 | $521.0K | 0.02% | +56+5.0% | Added |
| High Probability Advisors, LLC | 1,176 | $520.8K | 0.14% | +15+1.3% | Added |
| Thompson Davis & Co., Inc. | 1,170 | $518.1K | 0.74% | +6+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $516.7K | 0.04% | +21+1.8% | Added |
| Kestra Private Wealth Services, LLC | 1,160 | $513.9K | 0.03% | −346−23.0% | Reduced |
| Samalin Investment Counsel, LLC | 1,160 | $513.7K | 0.32% | −358−23.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $513.6K | 0.19% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,150 | $509.2K | 0.03% | −258−18.3% | Reduced |
| QP Wealth Management, LLC | 1,150 | $509.2K | 0.79% | +1,150 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $508.8K | 0.25% | +437+61.4% | Added |