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 |
|---|---|---|---|---|---|
| Motco | 10,332 | $4.74M | 0.32% | −806−7.2% | Reduced |
| Lodestar Private Asset Management LLC | 10,351 | $4.75M | 0.85% | −157−1.5% | Reduced |
| Firestone Capital Management | 10,380 | $4.76M | 1.71% | −141−1.3% | Reduced |
| Savant Capital, LLC | 10,381 | $4.76M | 0.09% | +363+3.6% | Added |
| Cape Cod Five Cents Savings Bank | 10,485 | $4.81M | 0.52% | −24−0.2% | Reduced |
| Bank of New Hampshire | 10,594 | $4.86M | 1.46% | −1,506−12.4% | Reduced |
| RVW Wealth, LLC | 10,601 | $4.86M | 0.60% | −169−1.6% | Reduced |
| Adirondack Trust Co | 10,644 | $4.88M | 2.47% | −311−2.8% | Reduced |
| Associated Banc-Corp | 10,654 | $4.88M | 0.20% | +381+3.7% | Added |
| Central Trust Co | 10,654 | $4.88M | 0.14% | −86−0.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $4.93M | 0.44% | +428+4.1% | Added |
| Latigo Investments, LLC | 10,962 | $5.03M | 3.61% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 10,962 | $5.03M | 3.61% | +10,962 | New |
| Highland Capital Management, LLC | 11,038 | $5.06M | 0.37% | +3,325+43.1% | Added |
| Oppenheimer & Co Inc | 11,059 | $5.07M | 0.11% | +688+6.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,146 | $5.11M | 3.02% | −40−0.4% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $5.11M | 0.54% | 00.0% | Unchanged |
| Balboa Wealth Partners | 11,161 | $5.12M | 1.93% | +1,954+21.2% | Added |
| Peak Asset Management, LLC | 11,240 | $5.15M | 1.26% | −130−1.1% | Reduced |
| Diversified Portfolios, Inc. | 11,344 | $5.20M | 1.16% | +906+8.7% | Added |
| Bokf, NA | 11,497 | $5.27M | 0.11% | −3,590−23.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,641 | $5.34M | 0.72% | +125+1.1% | Added |
| All Terrain Financial Advisors, LLC | 11,655 | $5.34M | 2.59% | +85+0.7% | Added |
| Sand Hill Global Advisors, LLC | 11,888 | $5.45M | 0.29% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 11,929 | $5.47M | 1.59% | −493−4.0% | Reduced |
| First Horizon Advisors, Inc. | 11,967 | $5.49M | 0.20% | −36−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $5.52M | 0.22% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,185 | $5.59M | 1.06% | −77−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 12,246 | $5.63M | 0.01% | −1,296−9.6% | Reduced |
| Lincoln National Corp | 12,403 | $5.69M | 0.12% | +29+0.2% | Added |
| Franklin Resources Inc | 12,490 | $5.73M | 0.00% | +165+1.3% | Added |
| CWM, LLC | 12,617 | $5.78M | 0.04% | +3,801+43.1% | Added |
| Staley Capital Advisers Inc | 12,767 | $5.85M | 0.33% | +61+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 12,994 | $5.96M | 1.11% | +12,994 | New |
| Montz Harcus Wealth Management LLC | 13,041 | $5.98M | 5.52% | −81−0.6% | Reduced |
| Community Bank, N.A. | 13,093 | $6.00M | 0.81% | −190−1.4% | Reduced |
| Meridian Wealth Advisors, LLC | 13,364 | $6.13M | 1.53% | −1,267−8.7% | Reduced |
| Private Advisor Group, LLC | 13,380 | $6.13M | 0.06% | −110−0.8% | Reduced |
| Colorado Capital Management, Inc. | 13,480 | $6.18M | 4.79% | −56−0.4% | Reduced |
| Busey Wealth Management | 13,517 | $6.20M | 0.26% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,530 | $6.20M | 0.41% | +121+0.9% | Added |
| Wealthspire Advisors, LLC | 13,605 | $6.24M | 0.11% | +2,346+20.8% | Added |
| Smith Anglin Financial, LLC | 13,708 | $6.28M | 0.94% | −40.0% | Reduced |
| Goelzer Investment Management, Inc. | 13,709 | $6.28M | 0.55% | −137−1.0% | Reduced |
| Unionview, LLC | 13,905 | $6.37M | 5.98% | +83+0.6% | Added |
| Kestra Advisory Services, LLC | 13,921 | $6.38M | 0.07% | −3,186−18.6% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $6.39M | 2.60% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,047 | $6.46M | 4.24% | −27−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,143 | $6.48M | 0.10% | +240+1.7% | Added |
| Legal & General Group Plc | 14,200 | $6.51M | 0.00% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 14,390 | $6.60M | 2.17% | −574−3.8% | Reduced |
| Pacific Center for Financial Services | 14,505 | $6.65M | 2.29% | +14,505 | New |
| G&S Capital LLC | 14,583 | $6.68M | 2.96% | −279−1.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,713 | $6.74M | 0.25% | +2,758+23.1% | Added |
| AE Wealth Management LLC | 14,843 | $6.80M | 0.04% | +816+5.8% | Added |
| Howard Capital Management Inc. | 14,911 | $6.85M | 1.18% | −126−0.8% | Reduced |
| Palisade Asset Management, LLC | 15,049 | $6.90M | 0.85% | −160−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 15,188 | $6.98M | 0.10% | +416+2.8% | Added |
| Dakota Wealth Management | 15,374 | $7.05M | 0.47% | −809−5.0% | Reduced |
| Cetera Investment Advisers | 15,386 | $7.05M | 0.06% | +115+0.8% | Added |
| Fifth Third Securities, Inc. | 15,412 | $7.07M | 0.81% | +714+4.9% | Added |
| Peddock Capital Advisors, LLC | 15,876 | $7.28M | 2.53% | +1,314+9.0% | Added |
| TKG Advisors, LLC | 15,889 | $7.28M | 4.54% | +455+2.9% | Added |
| Telemus Capital, LLC | 16,012 | $7.34M | 0.65% | −409−2.5% | Reduced |
| Raymond James Trust N.A. | 16,202 | $7.43M | 0.24% | +364+2.3% | Added |
| Legacy Advisors, LLC | 16,587 | $7.60M | 1.40% | −961−5.5% | Reduced |
| Tiaa, FSB | 16,603 | $7.61M | 0.03% | −1,901−10.3% | Reduced |
| Boston Financial Mangement LLC | 16,730 | $7.67M | 0.30% | +200+1.2% | Added |
| Fifth Third Bancorp | 16,819 | $7.71M | 0.04% | −158−0.9% | Reduced |
| Credit Suisse AG | 16,820 | $7.71M | 0.01% | −77,098−82.1% | Reduced |
| Capstone Financial Advisors, Inc. | 16,888 | $7.74M | 0.61% | +392+2.4% | Added |
| Rhumbline Advisers | 16,900 | $7.75M | 0.01% | −2,295−12.0% | Reduced |
| Hummer Financial Advisory Services Inc | 16,973 | $7.80M | 8.29% | −80−0.5% | Reduced |
| KCM Investment Advisors LLC | 17,853 | $8.18M | 0.33% | +1,172+7.0% | Added |
| Grove Bank & Trust | 18,388 | $8.43M | 1.78% | −22−0.1% | Reduced |
| NBT Bank N A | 18,589 | $8.52M | 1.25% | +197+1.1% | Added |
| Trifecta Capital Advisors, LLC | 19,202 | $8.80M | 3.10% | +100+0.5% | Added |
| Avantax Advisory Services, Inc. | 19,293 | $8.84M | 0.11% | −228−1.2% | Reduced |
| BlackRock Inc. | 19,371 | $8.88M | 0.00% | −22,271−53.5% | Reduced |
| Pegasus Partners Ltd. | 19,373 | $8.88M | 1.41% | −860−4.3% | Reduced |
| Terry L. Blaker | 19,575 | $8.97M | 0.80% | −424−2.1% | Reduced |
| Mechanics Bank Trust Department | 19,756 | $9.06M | 1.52% | −532−2.6% | Reduced |
| Cetera Advisors LLC | 19,986 | $9.16M | 0.15% | −437−2.1% | Reduced |
| Shapiro Capital Management LLC | 20,000 | $9.17M | 0.23% | +20,000 | New |
| Lutz Financial Services LLC | 20,045 | $9.19M | 1.05% | −15−0.1% | Reduced |
| jvl associates llc | 20,134 | $9.23M | 4.87% | +191+1.0% | Added |
| Cresset Asset Management, LLC | 20,131 | $9.24M | 0.18% | +472+2.4% | Added |
| Old National Bancorp | 20,421 | $9.36M | 0.29% | −667−3.2% | Reduced |
| Evercore Wealth Management, LLC | 20,663 | $9.47M | 0.19% | −75−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,710 | $9.49M | 3.22% | −97−0.5% | Reduced |
| Glenmede Trust Co NA | 20,920 | $9.59M | 0.05% | −5,288−20.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 21,166 | $9.70M | 5.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $9.71M | 2.01% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 21,292 | $9.76M | 10.70% | 00.0% | Unchanged |
| Boston Family Office LLC | 21,298 | $9.76M | 0.78% | −398−1.8% | Reduced |
| Brown Brothers Harriman & Co | 21,371 | $9.80M | 0.08% | −157−0.7% | Reduced |
| FMR LLC | 21,547 | $9.88M | 0.00% | +841+4.1% | Added |
| Agf Management Ltd | 21,799 | $9.99M | 0.07% | −528−2.4% | Reduced |
| Central Bank & Trust Co | 22,109 | $10.1M | 1.80% | +340+1.6% | Added |
| Country Club Bank | 23,630 | $10.6M | 0.88% | −1,952−7.6% | Reduced |