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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 110,104 | $50.6M | 3.31% | −657−0.6% | Reduced |
| Citigroup Inc | 110,842 | $50.8M | 0.07% | −25,382−18.6% | Reduced |
| Ameriprise Financial Inc | 113,377 | $52.0M | 0.02% | +10,176+9.9% | Added |
| Alliancebernstein L.P. | 130,078 | $59.6M | 0.03% | +1,191+0.9% | Added |
| Waddell & Associates, LLC | 135,452 | $62.1M | 9.71% | −390−0.3% | Reduced |
| Brown Advisory Inc | 136,188 | $62.4M | 0.11% | +1,542+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 136,381 | $62.5M | 0.12% | +18,726+15.9% | Added |
| FineMark National Bank & Trust | 136,567 | $62.6M | 2.67% | −2,318−1.7% | Reduced |
| Hills Bank & Trust Co | 136,728 | $62.7M | 8.67% | +6,054+4.6% | Added |
| HighTower Advisors, LLC | 140,125 | $64.2M | 0.14% | −6,199−4.2% | Reduced |
| LPL Financial LLC | 141,693 | $65.0M | 0.05% | −2,170−1.5% | Reduced |
| Truist Financial Corp | 144,804 | $66.4M | 0.11% | −715−0.5% | Reduced |
| Whittier Trust Co | 152,873 | $70.1M | 1.28% | −14,405−8.6% | Reduced |
| Welch & Forbes LLC | 159,821 | $73.3M | 1.24% | +1,449+0.9% | Added |
| Citadel Advisors LLC | 180,833 | $82.9M | 0.09% | +91,113+101.6% | Added |
| Bank of New York Mellon Corp | 188,227 | $86.3M | 0.02% | −12,918−6.4% | Reduced |
| MAI Capital Management | 205,431 | $94.2M | 1.50% | −738−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 207,545 | $95.1M | 0.21% | −80,037−27.8% | Reduced |
| CI Private Wealth, LLC | 244,614 | $112.1M | 0.30% | +114,527+88.0% | Added |
| First Republic Investment Management, Inc. | 246,716 | $113.1M | 0.24% | −2,110−0.8% | Reduced |
| Conservest Capital Advisors, Inc. | 250,288 | $114.7M | 13.68% | +4,116+1.7% | Added |
| Arvest Trust Co N A | 279,929 | $128.3M | 8.00% | −8,667−3.0% | Reduced |
| JPMorgan Chase & Co | 283,398 | $129.9M | 0.02% | +151,772+115.3% | Added |
| Raymond James & Associates | 352,384 | $161.5M | 0.14% | −53,882−13.3% | Reduced |
| Creative Planning | 423,544 | $194.2M | 0.28% | −13,606−3.1% | Reduced |
| Royal Bank of Canada | 453,829 | $208.0M | 0.06% | +62,181+15.9% | Added |
| Northwestern Mutual Wealth Management Co | 462,392 | $212.0M | 0.30% | +16,726+3.8% | Added |
| Goldman Sachs Group Inc | 462,906 | $212.2M | 0.06% | −91,777−16.5% | Reduced |
| Bank of Montreal | 498,090 | $228.3M | 0.15% | −12,925−2.5% | Reduced |
| UBS Group AG | 686,929 | $314.9M | 0.15% | +92,213+15.5% | Added |
| The PNC Financial Services Group, Inc. | 831,133 | $381.0M | 0.33% | −7,640−0.9% | Reduced |
| Veritable, L.P. | 971,224 | $445.2M | 7.65% | −2,691−0.3% | Reduced |
| US Bancorp | 1,110,012 | $508.8M | 0.86% | −5,854−0.5% | Reduced |
| Northern Trust Corp | 1,184,758 | $543.1M | 0.11% | −15,600−1.3% | Reduced |
| Morgan Stanley | 1,269,962 | $582.2M | 0.06% | +129,058+11.3% | Added |
| Wells Fargo & Company | 1,533,965 | $703.2M | 0.22% | −73,481−4.6% | Reduced |
| Bank of America Corp | 2,150,267 | $985.7M | 0.11% | +149,577+7.5% | Added |
| Ulysses Management LLC | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −511,942−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,151−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| J Arnold Wealth Management Co | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| MGO Private Wealth, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Forbes J M & Co LLP | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |