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 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 23,276 | $10.7M | 2.17% | −118−0.5% | Reduced |
| Balyasny Asset Management LLC | 23,389 | $10.7M | 0.04% | +23,389 | New |
| Yousif Capital Management, LLC | 23,391 | $10.7M | 0.14% | −23,740−50.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,726 | $10.9M | 0.17% | +1,078+4.8% | Added |
| First Financial Bank - Trust Division | 23,728 | $10.9M | 1.16% | −165−0.7% | Reduced |
| HSBC Holdings PLC | 23,985 | $11.0M | 0.01% | −2,211−8.4% | Reduced |
| MCF Advisors LLC | 24,508 | $11.2M | 1.05% | −220−0.9% | Reduced |
| Youngs Advisory Group, Inc. | 24,660 | $11.3M | 6.33% | +13+0.1% | Added |
| Caldwell Trust Co | 25,080 | $11.5M | 1.60% | −435−1.7% | Reduced |
| Prospera Financial Services Inc | 26,194 | $12.0M | 0.49% | +24,490+1,437.2% | Added |
| Lido Advisors, LLC | 26,437 | $12.1M | 0.17% | +18,999+255.4% | Added |
| RMB Capital Management, LLC | 26,447 | $12.1M | 0.42% | +795+3.1% | Added |
| Linscomb & Williams, Inc. | 26,573 | $12.2M | 0.64% | −235−0.9% | Reduced |
| Simmons Bank | 27,350 | $12.5M | 1.07% | −1,188−4.2% | Reduced |
| Pinnacle Financial Partners Inc | 28,049 | $12.9M | 0.35% | +1,451+5.5% | Added |
| Commerce Bank | 28,387 | $13.0M | 0.10% | +1,202+4.4% | Added |
| Green Square Capital Advisors LLC | 28,435 | $13.0M | 1.74% | −1,969−6.5% | Reduced |
| Capital Fund Management S.A. | 28,503 | $13.1M | 0.26% | +7,100+33.2% | Added |
| Carnegie Capital Asset Management, LLC | 28,652 | $13.1M | 0.52% | −4,201−12.8% | Reduced |
| Cetera Advisor Networks LLC | 29,177 | $13.4M | 0.10% | +4,988+20.6% | Added |
| MML Investors Services, LLC | 29,504 | $13.5M | 0.10% | +9,218+45.4% | Added |
| Wellspring Financial Advisors, LLC | 30,281 | $13.9M | 4.12% | −847−2.7% | Reduced |
| Huntington National Bank | – | $14.2M | 0.14% | – | – |
| Hancock Whitney Corp | 31,165 | $14.3M | 0.57% | −2,893−8.5% | Reduced |
| Massmutual Trust Co FSB | 31,359 | $14.4M | 0.55% | +2,022+6.9% | Added |
| Curbstone Financial Management Corp | 31,372 | $14.4M | 3.50% | −370−1.2% | Reduced |
| Tandem Wealth Advisors LLC | 31,831 | $14.6M | 9.08% | +6,285+24.6% | Added |
| Trustmark National Bank Trust Department | 31,981 | $14.7M | 1.33% | +483+1.5% | Added |
| IFG Advisors, LLC | 32,301 | $14.8M | 5.83% | +490+1.5% | Added |
| Rockefeller Capital Management L.P. | 33,005 | $15.1M | 0.07% | +2,175+7.1% | Added |
| GYL Financial Synergies, LLC | 33,045 | $15.1M | 1.82% | +32,229+3,949.6% | Added |
| Camden Capital, LLC | 33,610 | $15.4M | 2.28% | −355−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,823 | $15.5M | 0.08% | −1,731−4.9% | Reduced |
| BDO Wealth Advisors, LLC | 34,480 | $15.8M | 1.94% | −655−1.9% | Reduced |
| Vestor Capital, LLC | 34,721 | $15.9M | 1.87% | −363−1.0% | Reduced |
| Janney Montgomery Scott LLC | 34,799 | $16.0M | 0.07% | −4,700−11.9% | Reduced |
| American International Group, Inc. | 35,200 | $16.1M | 0.11% | +2,800+8.6% | Added |
| Buckingham Strategic Wealth, LLC | 36,878 | $16.3M | 0.30% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 36,167 | $16.6M | 2.91% | +30,696+561.1% | Added |
| Wealth Alliance Advisory Group, LLC | 36,297 | $16.6M | 6.22% | −131−0.4% | Reduced |
| Prio Wealth Limited Partnership | 36,419 | $16.7M | 0.64% | −480−1.3% | Reduced |
| Kowal Investment Group, LLC | 37,107 | $17.0M | 4.82% | +10,902+41.6% | Added |
| 1st Source Bank | 37,310 | $17.1M | 1.14% | +47+0.1% | Added |
| Johnson Investment Counsel Inc | 37,573 | $17.2M | 0.23% | +478+1.3% | Added |
| LCM Capital Management Inc | 37,612 | $17.2M | 15.06% | +906+2.5% | Added |
| SG Americas Securities, LLC | 38,318 | $17.6M | 0.24% | −45,265−54.2% | Reduced |
| Susquehanna International Group, LLP | 39,252 | $18.0M | 0.03% | −7,738−16.5% | Reduced |
| Granite Bay Wealth Management, LLC | 39,986 | $18.3M | 12.81% | +2,263+6.0% | Added |
| Boston Private Wealth LLC | 40,358 | $18.5M | 0.26% | −1,734−4.1% | Reduced |
| Cumberland Advisors Inc | 41,124 | $18.9M | 7.73% | −405−1.0% | Reduced |
| Estate Counselors, LLC | 42,135 | $19.3M | 2.55% | +11,689+38.4% | Added |
| Chicago Partners Investment Group LLC | 43,181 | $19.7M | 1.15% | +1,005+2.4% | Added |
| Miracle Mile Advisors, LLC | 43,142 | $19.8M | 0.64% | −1,487−3.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,157 | $20.2M | 4.05% | −120.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $20.6M | 0.12% | −137,000−75.3% | Reduced |
| Bessemer Group Inc | 45,208 | $20.7M | 0.05% | −125,041−73.4% | Reduced |
| Klingman & Associates, LLC | 46,176 | $21.2M | 1.82% | −153−0.3% | Reduced |
| Retirement Systems of Alabama | 46,630 | $21.4M | 0.09% | +75+0.2% | Added |
| Financial Advisory Group | 46,977 | $21.5M | 4.35% | −935−2.0% | Reduced |
| Oldfather Financial Services, LLC | 47,647 | $21.8M | 11.29% | +1,819+4.0% | Added |
| Edge Capital Group, LLC | 47,890 | $22.0M | 1.35% | +259+0.5% | Added |
| Crewe Advisors LLC | 48,837 | $22.4M | 3.27% | +80.0% | Added |
| Citizens Financial Group Inc | 49,253 | $22.6M | 0.83% | −13,199−21.1% | Reduced |
| M&T Bank Corp | 51,875 | $23.8M | 0.09% | −3,338−6.0% | Reduced |
| Divergent Planning, LLC | 52,602 | $24.1M | 13.57% | +52,602 | New |
| Ascent Wealth Partners, LLC | 53,550 | $24.5M | 4.93% | +1,100+2.1% | Added |
| Clearstead Advisors, LLC | 55,067 | $25.2M | 1.84% | +3,111+6.0% | Added |
| Moreno Evelyn V | 56,907 | $26.1M | 5.91% | +3,314+6.2% | Added |
| Heritage Investors Management Corp | 57,225 | $26.2M | 1.12% | −253−0.4% | Reduced |
| Bartlett & Co. LLC | 57,458 | $26.4M | 0.51% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57,458 | $26.4M | 0.51% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 58,439 | $26.8M | 0.10% | +7,037+13.7% | Added |
| Smith, Moore & Co. | 58,924 | $27.0M | 3.67% | −231−0.4% | Reduced |
| First Hawaiian Bank | 58,985 | $27.0M | 0.92% | −1,353−2.2% | Reduced |
| Baird Financial Group, Inc. | 59,778 | $27.4M | 0.07% | −612−1.0% | Reduced |
| Conning Inc. | 59,907 | $27.5M | 0.92% | 00.0% | Unchanged |
| Stifel Financial Corp | 62,998 | $28.9M | 0.04% | −18,976−23.1% | Reduced |
| Peapack Gladstone Financial Corp | 64,929 | $29.8M | 0.57% | −380−0.6% | Reduced |
| Envestnet Asset Management Inc | 65,960 | $30.2M | 0.01% | −916−1.4% | Reduced |
| Pinnacle Associates Ltd | 67,136 | $30.8M | 0.63% | −629−0.9% | Reduced |
| Pittenger & Anderson Inc | 68,317 | $31.3M | 1.62% | +3,056+4.7% | Added |
| Captrust Financial Advisors | 68,409 | $31.4M | 0.14% | +24,865+57.1% | Added |
| Whittier Trust Co of Nevada Inc | 68,642 | $31.5M | 1.16% | −7,925−10.4% | Reduced |
| Waldron Private Wealth LLC | 69,520 | $31.9M | 1.55% | +5,796+9.1% | Added |
| Barclays PLC | 70,396 | $32.3M | 0.03% | +51,486+272.3% | Added |
| Blair William & Co | 73,196 | $33.6M | 0.13% | −5,829−7.4% | Reduced |
| Financial Counselors Inc | 73,786 | $33.8M | 0.73% | −4,539−5.8% | Reduced |
| Henshaw Capital LLC | 75,150 | $34.4M | 2.12% | 00.0% | Unchanged |
| Hyman Charles D | 75,647 | $34.7M | 2.31% | +85+0.1% | Added |
| Squarepoint Ops LLC | 78,019 | $35.8M | 0.25% | +78,019 | New |
| Advisor Group Holdings, Inc. | 80,160 | $36.7M | 0.07% | +2,442+3.1% | Added |
| Portland Global Advisors LLC | 82,712 | $37.9M | 6.49% | −1,233−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 83,967 | $38.5M | 0.11% | −278,060−76.8% | Reduced |
| Cerity Partners LLC | 88,277 | $40.5M | 0.19% | +21,151+31.5% | Added |
| MetLife Investment Management | 90,700 | $41.6M | 0.30% | +9,500+11.7% | Added |
| State Street Corp | 91,328 | $41.9M | 0.00% | −1,195−1.3% | Reduced |
| Mariner, LLC | 92,877 | $42.6M | 0.12% | +2,371+2.6% | Added |
| Commonwealth Equity Services, LLC | 96,234 | $44.1M | 0.10% | −45,950−32.3% | Reduced |
| Sandy Spring Bank | 100,075 | $45.9M | 2.61% | −4,729−4.5% | Reduced |
| Washington Trust Co | 104,924 | $48.1M | 2.17% | +2,837+2.8% | Added |