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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 133,232 | $290 | 0.00% | +133,232 | New |
| Kalos Management, Inc. | 2 | $917 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 3 | $1.38K | 0.00% | +3 | New |
| AllSquare Wealth Management LLC | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $4.13K | 0.00% | +9 | New |
| Solstein Capital, LLC | 10 | $4.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $4.58K | 0.00% | +10 | New |
| First Manhattan Co | 11 | $5.04K | 0.00% | −50−82.0% | Reduced |
| GHP Investment Advisors, Inc. | 12 | $5.50K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $6.42K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 15 | $6.88K | 0.01% | +15 | New |
| Global Financial Private Client, LLC | 16 | $7.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 16 | $7.36K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.71K | 0.01% | – | – |
| SRS Capital Advisors, Inc. | 19 | $8.71K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $8.71K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $9.00K | 0.00% | −1−5.0% | Reduced |
| Cary Street Partners Asset Management LLC | 21 | $9.63K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $10.8K | 0.01% | −200−89.3% | Reduced |
| City State Bank | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $11.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $11.5K | 0.00% | +25 | New |
| IAG Wealth Partners, LLC | 26 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $12.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $12.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $13.8K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $13.8K | 0.09% | +30 | New |
| Financial Connections Group, Inc. | 31 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $14.7K | 0.01% | +32 | New |
| Amundi | 35 | $15.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 36 | $16.5K | 0.00% | +36 | New |
| Capital Analysts, LLC | 42 | $19.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $19.0K | 0.00% | +40 | New |
| Bourgeon Capital Management LLC | 45 | $20.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 46 | $20.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 46 | $21.1K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 48 | $22.0K | 0.00% | +3+6.7% | Added |
| City Holding Co | 50 | $22.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 51 | $23.4K | 0.01% | +51 | New |
| Bellwether Advisors, LLC | 52 | $23.8K | 0.01% | −10−16.1% | Reduced |
| Evolution Advisers, Inc. | 54 | $24.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $25.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $25.7K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $25.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 57 | $26.1K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $28.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 66 | $30.1K | 0.00% | +11+20.0% | Added |
| Sound Income Strategies, LLC | 70 | $32.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $32.1K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 75 | $34.4K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $37.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $39.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 89 | $40.8K | 0.00% | −162−64.5% | Reduced |
| First Community Trust NA | 90 | $41.3K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $41.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 93 | $42.6K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $45.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $45.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $45.8K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $45.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $46.3K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 102 | $46.9K | 0.01% | +5+5.2% | Added |
| Country Trust Bank | 108 | $49.5K | 0.00% | −42−28.0% | Reduced |
| Jones Financial Companies LLLP | 108 | $49.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 109 | $50.0K | 0.00% | −23,559−99.5% | Reduced |
| Pointe Capital Management LLC | 114 | $52.3K | 0.04% | +114 | New |
| Canton Hathaway, LLC | 115 | $53.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 120 | $54.9K | 0.03% | +1+0.8% | Added |
| Horizons Wealth Management | 123 | $56.4K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $57.3K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $57.5K | 0.01% | −42−25.1% | Reduced |
| TD Capital Management LLC | 130 | $59.4K | 0.01% | +1+0.8% | Added |
| Quent Capital, LLC | 130 | $59.6K | 0.01% | +130 | New |
| 1832 Asset Management L.P. | 150 | $68.8K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 150 | $68.8K | 0.04% | −150−50.0% | Reduced |
| Hollencrest Capital Management | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $68.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 150 | $68.8K | 0.02% | +150 | New |
| Atlas Capital Advisors LLC | 150 | $69.0K | 0.01% | +120+400.0% | Added |
| Northwest Investment Counselors, LLC | 159 | $72.7K | 0.02% | +159 | New |
| Costello Asset Management, INC | 172 | $78.8K | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 175 | $80.2K | 0.05% | −70−28.6% | Reduced |
| Sutton Wealth Advisors Inc. | 177 | $81.1K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 190 | $87.1K | 0.02% | −75−28.3% | Reduced |
| Atlantic Trust, LLC | 192 | $88.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $90.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $91.2K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $91.7K | 0.06% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 200 | $92.0K | 0.04% | −12−5.7% | Reduced |
| Banque Cantonale Vaudoise | 206 | $94.0K | 0.00% | +9+4.6% | Added |
| Beacon Capital Management, LLC | 208 | $95.3K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 211 | $96.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $100.8K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 226 | $103.6K | 0.01% | +226 | New |
| Monetary Management Group Inc | 230 | $105.4K | 0.03% | 00.0% | Unchanged |