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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 237 | $109.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $113.7K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $114.9K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $115.0K | 0.01% | +250 | New |
| Resurgent Financial Advisors LLC | 257 | $118.0K | 0.08% | +1+0.4% | Added |
| Contravisory Investment Management, Inc. | 261 | $119.6K | 0.03% | −6−2.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 261 | $119.9K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 262 | $120.1K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 265 | $121.5K | 0.00% | +192+263.0% | Added |
| Tilia Fiduciary Partners, Inc. | 273 | $125.1K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 283 | $127.5K | 0.02% | +283 | New |
| JJJ Advisors Inc. | 290 | $132.1K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293 | $134.4K | 0.01% | −27−8.4% | Reduced |
| Milestone Investment Advisors LLC | 319 | $146.2K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 320 | $146.7K | 0.12% | +320 | New |
| Arcadia Investment Management Corp | 342 | $156.8K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 345 | $158.2K | 0.03% | +1+0.3% | Added |
| Blackhill Capital Inc | 351 | $160.9K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 362 | $166.0K | 0.02% | −100−21.6% | Reduced |
| GW&K Investment Management, LLC | 365 | $167.0K | 0.00% | +365 | New |
| Ellevest, Inc. | 367 | $168.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 413 | $183.0K | 0.00% | −48−10.4% | Reduced |
| Resources Management Corp | 1,660 | $184.0K | 0.04% | +1,154+228.1% | Added |
| Bangor Savings Bank | 416 | $190.7K | 0.02% | −41−9.0% | Reduced |
| J. W. Coons Advisors, LLC | 437 | $200.3K | 0.06% | +437 | New |
| Pictet & Cie (Europe) SA | 439 | $201.2K | 0.01% | +439 | New |
| Rise Advisors, LLC | 440 | $201.9K | 0.15% | −6−1.3% | Reduced |
| LWMG, LLC | 441 | $202.2K | 0.06% | +441 | New |
| Echo Wealth Management, LLC | 443 | $203.1K | 0.22% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $203.1K | 0.24% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $203.4K | 0.10% | +450 | New |
| O'Shaughnessy Asset Management, LLC | 444 | $203.5K | 0.00% | +444 | New |
| Aquire Wealth Advisors, LLC | 444 | $203.5K | 0.09% | +444 | New |
| BerganKDV Wealth Management, LLC | 444 | $203.5K | 0.02% | 00.0% | Unchanged |
| Jennison Associates LLC | 445 | $204.0K | 0.00% | −682−60.5% | Reduced |
| Westside Investment Management, Inc. | 450 | $206.3K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 450 | $206.3K | 0.02% | −19−4.1% | Reduced |
| Laurel Wealth Advisors LLC | 451 | $206.5K | 0.04% | 00.0% | Unchanged |
| Northeast Investment Management | 452 | $207.2K | 0.01% | +452 | New |
| Heritage Trust Co | 457 | $209.5K | 0.03% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 458 | $210.0K | 0.13% | +1+0.2% | Added |
| American Trust | 459 | $210.3K | 0.01% | −583−56.0% | Reduced |
| Harbor Investment Advisory, LLC | 459 | $210.4K | 0.03% | −2−0.4% | Reduced |
| Wambolt & Associates, LLC | 460 | $210.7K | 0.07% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $210.9K | 0.10% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $210.9K | 0.07% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 463 | $212.0K | 0.14% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 466 | $213.6K | 0.12% | 00.0% | Unchanged |
| Pachira Investments Inc. | 469 | $215.0K | 0.93% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 469 | $215.0K | 0.10% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $215.0K | 0.22% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 470 | $215.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 471 | $215.7K | 0.00% | −16−3.3% | Reduced |
| Midwest Professional Planners, LTD. | 471 | $216.1K | 0.11% | −16,754−97.3% | Reduced |
| Hanson & Doremus Investment Management | 475 | $218.0K | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 478 | $219.1K | 0.01% | −53−10.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 484 | $221.9K | 0.09% | −9−1.8% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 485 | $222.0K | 0.39% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 486 | $222.8K | 0.03% | −11−2.2% | Reduced |
| Empower Advisory Group, LLC | 487 | $223.1K | 0.00% | +487 | New |
| Congress Asset Management Co | 489 | $224.2K | 0.00% | −94−16.1% | Reduced |
| Lakeview Capital Partners, LLC | 505 | $224.4K | 0.07% | 00.0% | Unchanged |
| Norway Savings Bank | 490 | $224.6K | 0.11% | 00.0% | Unchanged |
| Well Done, LLC | 500 | $225.2K | 0.05% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $226.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 492 | $226.0K | 0.00% | −3−0.6% | Reduced |
| Fortem Financial Group, LLC | 495 | $226.9K | 0.15% | −495−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 495 | $226.9K | 0.20% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 495 | $226.9K | 0.08% | +20+4.2% | Added |
| Heritage Wealth Partners, LLC | 496 | $227.2K | 0.18% | −40−7.5% | Reduced |
| Ellis Investment Partners, LLC | 496 | $227.4K | 0.06% | −38−7.1% | Reduced |
| J2 Capital Management Inc | 500 | $229.2K | 0.35% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $229.2K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $229.2K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $229.2K | 0.04% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $230.6K | 0.24% | −179−26.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 504 | $231.0K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 504 | $231.0K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 505 | $231.5K | 0.02% | −33−6.1% | Reduced |
| Parkside Financial Bank & Trust | 505 | $231.5K | 0.06% | 00.0% | Unchanged |
| Asset Planning Corporation | 505 | $231.5K | 0.19% | +2+0.4% | Added |
| Trexquant Investment LP | 506 | $232.0K | 0.01% | +506 | New |
| Roble, Belko & Company, Inc | 506 | $232.0K | 0.05% | −488−49.1% | Reduced |
| KWMG, LLC | 508 | $232.9K | 0.03% | 00.0% | Unchanged |
| Etfidea, LLC | 511 | $234.2K | 0.10% | −120−19.0% | Reduced |
| Hilltop Holdings Inc. | 513 | $235.2K | 0.03% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $236.1K | 0.14% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 518 | $237.5K | 0.05% | +4+0.8% | Added |
| CapWealth Advisors, LLC | 519 | $237.9K | 0.03% | +15+3.0% | Added |
| Marion Wealth Management | 520 | $238.3K | 0.09% | +2+0.4% | Added |
| Aprio Wealth Management, LLC | 521 | $238.8K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $239.3K | 0.05% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $241.1K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,364 | $242.1K | 0.01% | −2,282−62.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 533 | $244.3K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 535 | $245.3K | 0.02% | +50+10.3% | Added |
| Ropes Wealth Advisors LLC | 538 | $246.6K | 0.04% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 539 | $247.1K | 2.49% | −79−12.8% | Reduced |
| Morris Retirement Advisors, LLC | 540 | $247.5K | 0.18% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 541 | $248.0K | 0.06% | 00.0% | Unchanged |