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, Q1 2023
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2023. 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
- 1,137
- +9 vs. Q4 2022
- Shares held
- 24.8M
- −481.8K (−1.9%) vs. Q4 2022
- Total value
- $11.3B
- +$329.6M (+3.0%) vs. Q4 2022
- New holders
- 78
- 304 more added
- Sold out
- 69
- 416 more reduced
19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,150,267 | $985.7M | 0.11% | +149,577+7.5% | Added |
| Wells Fargo & Company | 1,533,965 | $703.2M | 0.22% | −73,481−4.6% | Reduced |
| Morgan Stanley | 1,269,962 | $582.2M | 0.06% | +129,058+11.3% | Added |
| Northern Trust Corp | 1,184,758 | $543.1M | 0.11% | −15,600−1.3% | Reduced |
| US Bancorp | 1,110,012 | $508.8M | 0.86% | −5,854−0.5% | Reduced |
| Veritable, L.P. | 971,224 | $445.2M | 7.65% | −2,691−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 831,133 | $381.0M | 0.33% | −7,640−0.9% | Reduced |
| UBS Group AG | 686,929 | $314.9M | 0.15% | +92,213+15.5% | Added |
| Bank of Montreal | 498,090 | $228.3M | 0.15% | −12,925−2.5% | Reduced |
| Goldman Sachs Group Inc | 462,906 | $212.2M | 0.06% | −91,777−16.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 462,392 | $212.0M | 0.30% | +16,726+3.8% | Added |
| Royal Bank of Canada | 453,829 | $208.0M | 0.06% | +62,181+15.9% | Added |
| Creative Planning | 423,544 | $194.2M | 0.28% | −13,606−3.1% | Reduced |
| Raymond James & Associates | 352,384 | $161.5M | 0.14% | −53,882−13.3% | Reduced |
| JPMorgan Chase & Co | 283,398 | $129.9M | 0.02% | +151,772+115.3% | Added |
| Arvest Trust Co N A | 279,929 | $128.3M | 8.00% | −8,667−3.0% | Reduced |
| Conservest Capital Advisors, Inc. | 250,288 | $114.7M | 13.68% | +4,116+1.7% | Added |
| First Republic Investment Management, Inc. | 246,716 | $113.1M | 0.24% | −2,110−0.8% | Reduced |
| CI Private Wealth, LLC | 244,614 | $112.1M | 0.30% | +114,527+88.0% | Added |
| BNP Paribas Arbitrage, SA | 207,545 | $95.1M | 0.21% | −80,037−27.8% | Reduced |
| MAI Capital Management | 205,431 | $94.2M | 1.50% | −738−0.4% | Reduced |
| Bank of New York Mellon Corp | 188,227 | $86.3M | 0.02% | −12,918−6.4% | Reduced |
| Citadel Advisors LLC | 180,833 | $82.9M | 0.09% | +91,113+101.6% | Added |
| Welch & Forbes LLC | 159,821 | $73.3M | 1.24% | +1,449+0.9% | Added |
| Whittier Trust Co | 152,873 | $70.1M | 1.28% | −14,405−8.6% | Reduced |
| Truist Financial Corp | 144,804 | $66.4M | 0.11% | −715−0.5% | Reduced |
| LPL Financial LLC | 141,693 | $65.0M | 0.05% | −2,170−1.5% | Reduced |
| HighTower Advisors, LLC | 140,125 | $64.2M | 0.14% | −6,199−4.2% | Reduced |
| Hills Bank & Trust Co | 136,728 | $62.7M | 8.67% | +6,054+4.6% | Added |
| FineMark National Bank & Trust | 136,567 | $62.6M | 2.67% | −2,318−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 136,381 | $62.5M | 0.12% | +18,726+15.9% | Added |
| Brown Advisory Inc | 136,188 | $62.4M | 0.11% | +1,542+1.1% | Added |
| Waddell & Associates, LLC | 135,452 | $62.1M | 9.71% | −390−0.3% | Reduced |
| Alliancebernstein L.P. | 130,078 | $59.6M | 0.03% | +1,191+0.9% | Added |
| Ameriprise Financial Inc | 113,377 | $52.0M | 0.02% | +10,176+9.9% | Added |
| Citigroup Inc | 110,842 | $50.8M | 0.07% | −25,382−18.6% | Reduced |
| Montag A & Associates Inc | 110,104 | $50.6M | 3.31% | −657−0.6% | Reduced |
| Washington Trust Co | 104,924 | $48.1M | 2.17% | +2,837+2.8% | Added |
| Sandy Spring Bank | 100,075 | $45.9M | 2.61% | −4,729−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 96,234 | $44.1M | 0.10% | −45,950−32.3% | Reduced |
| Mariner, LLC | 92,877 | $42.6M | 0.12% | +2,371+2.6% | Added |
| State Street Corp | 91,328 | $41.9M | 0.00% | −1,195−1.3% | Reduced |
| MetLife Investment Management | 90,700 | $41.6M | 0.30% | +9,500+11.7% | Added |
| Cerity Partners LLC | 88,277 | $40.5M | 0.19% | +21,151+31.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 83,967 | $38.5M | 0.11% | −278,060−76.8% | Reduced |
| Portland Global Advisors LLC | 82,712 | $37.9M | 6.49% | −1,233−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 80,160 | $36.7M | 0.07% | +2,442+3.1% | Added |
| Squarepoint Ops LLC | 78,019 | $35.8M | 0.25% | +78,019 | New |
| Hyman Charles D | 75,647 | $34.7M | 2.31% | +85+0.1% | Added |
| Henshaw Capital LLC | 75,150 | $34.4M | 2.12% | 00.0% | Unchanged |
| Financial Counselors Inc | 73,786 | $33.8M | 0.73% | −4,539−5.8% | Reduced |
| Blair William & Co | 73,196 | $33.6M | 0.13% | −5,829−7.4% | Reduced |
| Barclays PLC | 70,396 | $32.3M | 0.03% | +51,486+272.3% | Added |
| Waldron Private Wealth LLC | 69,520 | $31.9M | 1.55% | +5,796+9.1% | Added |
| Whittier Trust Co of Nevada Inc | 68,642 | $31.5M | 1.16% | −7,925−10.4% | Reduced |
| Captrust Financial Advisors | 68,409 | $31.4M | 0.14% | +24,865+57.1% | Added |
| Pittenger & Anderson Inc | 68,317 | $31.3M | 1.62% | +3,056+4.7% | Added |
| Pinnacle Associates Ltd | 67,136 | $30.8M | 0.63% | −629−0.9% | Reduced |
| Envestnet Asset Management Inc | 65,960 | $30.2M | 0.01% | −916−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 64,929 | $29.8M | 0.57% | −380−0.6% | Reduced |
| Stifel Financial Corp | 62,998 | $28.9M | 0.04% | −18,976−23.1% | Reduced |
| Conning Inc. | 59,907 | $27.5M | 0.92% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 59,778 | $27.4M | 0.07% | −612−1.0% | Reduced |
| First Hawaiian Bank | 58,985 | $27.0M | 0.92% | −1,353−2.2% | Reduced |
| Smith, Moore & Co. | 58,924 | $27.0M | 3.67% | −231−0.4% | Reduced |
| Brookfield Asset Management Inc. | 58,439 | $26.8M | 0.10% | +7,037+13.7% | Added |
| Bartlett & Co. Wealth Management LLC | 57,458 | $26.4M | 0.51% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57,458 | $26.4M | 0.51% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 57,225 | $26.2M | 1.12% | −253−0.4% | Reduced |
| Moreno Evelyn V | 56,907 | $26.1M | 5.91% | +3,314+6.2% | Added |
| Clearstead Advisors, LLC | 55,067 | $25.2M | 1.84% | +3,111+6.0% | Added |
| Ascent Wealth Partners, LLC | 53,550 | $24.5M | 4.93% | +1,100+2.1% | Added |
| Divergent Planning, LLC | 52,602 | $24.1M | 13.57% | +52,602 | New |
| M&T Bank Corp | 51,875 | $23.8M | 0.09% | −3,338−6.0% | Reduced |
| Citizens Financial Group Inc | 49,253 | $22.6M | 0.83% | −13,199−21.1% | Reduced |
| Crewe Advisors LLC | 48,837 | $22.4M | 3.27% | +80.0% | Added |
| Edge Capital Group, LLC | 47,890 | $22.0M | 1.35% | +259+0.5% | Added |
| Oldfather Financial Services, LLC | 47,647 | $21.8M | 11.29% | +1,819+4.0% | Added |
| Financial Advisory Group | 46,977 | $21.5M | 4.35% | −935−2.0% | Reduced |
| Retirement Systems of Alabama | 46,630 | $21.4M | 0.09% | +75+0.2% | Added |
| Klingman & Associates, LLC | 46,176 | $21.2M | 1.82% | −153−0.3% | Reduced |
| Bessemer Group Inc | 45,208 | $20.7M | 0.05% | −125,041−73.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $20.6M | 0.12% | −137,000−75.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,157 | $20.2M | 4.05% | −120.0% | Reduced |
| Miracle Mile Advisors, LLC | 43,142 | $19.8M | 0.64% | −1,487−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 43,181 | $19.7M | 1.15% | +1,005+2.4% | Added |
| Estate Counselors, LLC | 42,135 | $19.3M | 2.55% | +11,689+38.4% | Added |
| Cumberland Advisors Inc | 41,124 | $18.9M | 7.73% | −405−1.0% | Reduced |
| Boston Private Wealth LLC | 40,358 | $18.5M | 0.26% | −1,734−4.1% | Reduced |
| Granite Bay Wealth Management, LLC | 39,986 | $18.3M | 12.81% | +2,263+6.0% | Added |
| Susquehanna International Group, LLP | 39,252 | $18.0M | 0.03% | −7,738−16.5% | Reduced |
| SG Americas Securities, LLC | 38,318 | $17.6M | 0.24% | −45,265−54.2% | Reduced |
| LCM Capital Management Inc | 37,612 | $17.2M | 15.06% | +906+2.5% | Added |
| Johnson Investment Counsel Inc | 37,573 | $17.2M | 0.23% | +478+1.3% | Added |
| 1st Source Bank | 37,310 | $17.1M | 1.14% | +47+0.1% | Added |
| Kowal Investment Group, LLC | 37,107 | $17.0M | 4.82% | +10,902+41.6% | Added |
| Prio Wealth Limited Partnership | 36,419 | $16.7M | 0.64% | −480−1.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 36,297 | $16.6M | 6.22% | −131−0.4% | Reduced |
| Means Investment Co., Inc. | 36,167 | $16.6M | 2.91% | +30,696+561.1% | Added |
| Buckingham Strategic Wealth, LLC | 36,878 | $16.3M | 0.30% | 00.0% | Unchanged |