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 |
|---|---|---|---|---|---|
| Peak Planning Group, LLC | 1,145 | $506.9K | 0.45% | +351+44.2% | Added |
| German American Bancorp, Inc. | 1,142 | $505.9K | 0.08% | +1,142 | New |
| Pacific Sun Financial Corp | 1,130 | $500.4K | 0.35% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,129 | $500.0K | 0.03% | +15+1.3% | Added |
| Jennison Associates LLC | 1,127 | $499.0K | 0.00% | +377+50.3% | Added |
| Kanawha Capital Management LLC | 1,120 | $496.0K | 0.05% | −25−2.2% | Reduced |
| Bickling Financial Services, Inc. | 1,120 | $495.9K | 0.31% | +3+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,120 | $495.9K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 1,120 | $495.9K | 0.13% | +1,120 | New |
| Jasper Ridge Partners, L.P. | 1,095 | $484.9K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,089 | $484.0K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,083 | $479.6K | 0.04% | +1,083 | New |
| Progressive Investment Management Corp | 1,080 | $478.2K | 0.19% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,077 | $476.9K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,074 | $475.6K | 0.09% | +33+3.2% | Added |
| Two Sigma Securities, LLC | 1,069 | $473.3K | 0.07% | −1,007−48.5% | Reduced |
| Fagan Associates, Inc. | 1,066 | $472.5K | 0.13% | −1−0.1% | Reduced |
| Legacy Trust | 1,062 | $470.2K | 0.15% | +1,062 | New |
| Great Valley Advisor Group, Inc. | 1,062 | $470.0K | 0.02% | +2+0.2% | Added |
| Financial Advisory Service, Inc. | 1,050 | $464.9K | 0.05% | +6+0.6% | Added |
| Gladstone Institutional Advisory LLC | 1,044 | $462.3K | 0.03% | −11−1.0% | Reduced |
| American Trust | 1,042 | $461.6K | 0.04% | +491+89.1% | Added |
| Koss-Olinger Consulting, LLC | 1,040 | $461.0K | 0.07% | −39−3.6% | Reduced |
| National Wealth Management Group, LLC | 1,034 | $457.8K | 0.55% | +24+2.4% | Added |
| FSM Wealth Advisors, LLC | 1,022 | $452.5K | 0.32% | +66+6.9% | Added |
| Seven Post Investment Office LP | 1,021 | $452.1K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $451.8K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 993 | $450.9K | 0.01% | −3,255−76.6% | Reduced |
| IHT Wealth Management, LLC | 1,013 | $448.5K | 0.03% | +100+11.0% | Added |
| Jackson Wealth Management, LLC | 1,004 | $444.6K | 0.16% | +1,004 | New |
| Ghe, LLC | 1,000 | $443.0K | 0.42% | −2,677−72.8% | Reduced |
| Clarus Wealth Advisors | 966 | $442.9K | 0.29% | +18+1.9% | Added |
| Rathbone Brothers plc | 1,000 | $442.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $442.8K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,000 | $442.8K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 999 | $442.4K | 0.24% | +38+4.0% | Added |
| Roble, Belko & Company, Inc | 994 | $440.0K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $440.0K | 0.31% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 990 | $438.4K | 0.26% | 00.0% | Unchanged |
| Charter Trust Co | 988 | $437.5K | 0.03% | +5+0.5% | Added |
| Simon Quick Advisors, LLC | 987 | $437.2K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 983 | $435.3K | 0.01% | −1,418−59.1% | Reduced |
| Certified Advisory Corp | 979 | $433.3K | 0.09% | −321−24.7% | Reduced |
| Bryn Mawr Trust Co | 971 | $430.0K | 0.02% | −1,230−55.9% | Reduced |
| Trust Co of Vermont | 962 | $426.0K | 0.03% | −31−3.1% | Reduced |
| NEIRG Wealth Management, LLC | 959 | $424.6K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 954 | $422.4K | 0.03% | +380+66.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 950 | $420.5K | 0.10% | +2+0.2% | Added |
| WealthPLAN Partners, LLC | 862 | $420.1K | 0.03% | +862 | New |
| WealthPlan Investment Management, LLC | 862 | $419.9K | 0.03% | −7−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 943 | $419.1K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 934 | $413.6K | 0.07% | −797−46.0% | Reduced |
| Merriman Wealth Management, LLC | 929 | $412.9K | 0.02% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 930 | $411.8K | 0.32% | +930 | New |
| Fulton Breakefield Broenniman LLC | 930 | $411.6K | 0.04% | −4−0.4% | Reduced |
| ProVise Management Group, LLC | 927 | $410.5K | 0.04% | −125−11.9% | Reduced |
| Capital Investment Advisors, LLC | 923 | $409.0K | 0.01% | −34−3.6% | Reduced |
| Trillium Asset Management, LLC | 920 | $407.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 919 | $407.0K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $406.0K | 0.12% | 00.0% | Unchanged |
| Benin Management CORP | 909 | $402.5K | 0.16% | +4+0.4% | Added |
| Foundations Investment Advisors, LLC | 905 | $400.6K | 0.02% | +109+13.7% | Added |
| Centaurus Financial, Inc. | 903 | $400.0K | 0.04% | −175−16.2% | Reduced |
| Eagle Strategies LLC | 899 | $398.3K | 0.12% | +19+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 884 | $391.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 882 | $390.5K | 0.08% | +217+32.6% | Added |
| Zacks Investment Management | 880 | $389.7K | 0.01% | +211+31.5% | Added |
| Mount Yale Investment Advisors, LLC | 877 | $388.3K | 0.04% | +877 | New |
| Lowe Brockenbrough & Co Inc | 872 | $387.6K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $387.0K | 0.19% | −55−5.9% | Reduced |
| Bogart Wealth, LLC | 873 | $386.6K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 869 | $384.8K | 0.13% | 00.0% | Unchanged |
| Overbrook Management Corp | 860 | $380.8K | 0.11% | 00.0% | Unchanged |
| J Arnold Wealth Management Co | 859 | $380.4K | 0.19% | +859 | New |
| Prudential Financial Inc | 858 | $380.0K | 0.00% | +140+19.5% | Added |
| Denver Wealth Management, Inc. | 858 | $380.0K | 0.28% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 855 | $378.6K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $377.7K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 844 | $376.8K | 0.04% | −9−1.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $375.0K | 0.25% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 845 | $374.2K | 0.09% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 843 | $373.1K | 0.05% | +2+0.2% | Added |
| Almanack Investment Partners, LLC. | 841 | $372.2K | 0.08% | −559−39.9% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $371.0K | 0.10% | +835 | New |
| Aj Wealth Strategies, LLC | 836 | $370.0K | 0.02% | −475−36.2% | Reduced |
| First National Trust Co | 829 | $367.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 828 | $367.0K | 0.22% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $362.0K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $362.0K | 0.06% | +38+4.9% | Added |
| Geneos Wealth Management Inc. | 817 | $361.9K | 0.02% | +14+1.7% | Added |
| Fiduciary Alliance LLC | 817 | $361.6K | 0.09% | +817 | New |
| GYL Financial Synergies, LLC | 816 | $361.4K | 0.08% | +66+8.8% | Added |
| Thrive Wealth Management, LLC | 815 | $360.9K | 0.10% | +815 | New |
| Fidelis Capital Partners, LLC | 794 | $360.5K | 0.43% | +794 | New |
| Trustcore Financial Services, LLC | 813 | $360.0K | 0.03% | +233+40.2% | Added |
| Platform Technology Partners | 811 | $359.1K | 0.19% | −9−1.1% | Reduced |
| Ayrshire Capital Management LLC | 809 | $358.2K | 0.25% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $354.7K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $354.2K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $354.2K | 0.02% | 00.0% | Unchanged |