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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 542 | $248.5K | 0.00% | +1+0.2% | Added |
| American National Bank | 544 | $249.4K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 544 | $249.4K | 0.01% | +544 | New |
| Mendel Money Management | 540 | $249.5K | 0.13% | −48−8.2% | Reduced |
| Parallel Advisors, LLC | 545 | $249.9K | 0.01% | +450+473.7% | Added |
| Gateway Wealth Partners, LLC | 546 | $250.3K | 0.04% | +10+1.9% | Added |
| Granite Harbor Advisors, Inc. | 547 | $250.6K | 0.23% | −19−3.4% | Reduced |
| Tradition Wealth Management, LLC | 548 | $251.0K | 0.03% | +1+0.2% | Added |
| Mystic Asset Management, Inc. | 550 | $252.1K | 0.14% | −17−3.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $252.1K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 551 | $253.0K | 0.02% | −68−11.0% | Reduced |
| Dividend Assets Capital, LLC | 571 | $253.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 551 | $253.2K | 0.06% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 553 | $253.5K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 554 | $254.1K | 0.09% | +554 | New |
| Abbrea Capital, LLC | 555 | $255.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 555 | $255.1K | 0.02% | −627−53.0% | Reduced |
| Glenview Trust Co | 557 | $255.3K | 0.01% | −38−6.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 560 | $256.7K | 0.02% | +13+2.4% | Added |
| WealthTrust Axiom LLC | 561 | $257.3K | 0.09% | +4+0.7% | Added |
| High Net Worth Advisory Group LLC | 562 | $257.6K | 0.10% | −2−0.4% | Reduced |
| Isthmus Partners, LLC | 565 | $259.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 565 | $259.1K | 0.02% | −252−30.8% | Reduced |
| V Wealth Advisors LLC | 565 | $259.3K | 0.05% | −21−3.6% | Reduced |
| Investment Partners, Ltd. | 568 | $260.4K | 0.14% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 569 | $260.8K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 623 | $263.0K | 0.26% | +623 | New |
| Edgestream Partners, L.P. | 575 | $263.6K | 0.03% | −207−26.5% | Reduced |
| Carlson Capital Management | 575 | $263.6K | 0.02% | −44−7.1% | Reduced |
| Heritage Investment Group, Inc. | 575 | $264.0K | 0.08% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $264.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $264.0K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $265.0K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 579 | $265.4K | 0.02% | +8+1.4% | Added |
| Keeler Thomas Management LLC | 580 | $265.9K | 0.12% | +1+0.2% | Added |
| Forum Financial Management, LP | 580 | $265.9K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $266.8K | 0.16% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 585 | $268.2K | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 586 | $268.6K | 0.00% | +586 | New |
| Cortland Associates Inc | 591 | $271.0K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 593 | $271.8K | 0.05% | +593 | New |
| Green Harvest Asset Management LLC | 598 | $274.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $275.0K | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 600 | $275.0K | 0.01% | +600 | New |
| SPC Financial, Inc. | 600 | $275.0K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 600 | $275.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $275.0K | 0.14% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 605 | $277.3K | 0.11% | +17+2.9% | Added |
| Capital Investment Advisory Services, LLC | 607 | $278.3K | 0.03% | −856−58.5% | Reduced |
| Nicolet Bankshares Inc | 607 | $278.3K | 0.09% | −160−20.9% | Reduced |
| Private Capital Management LLC | 608 | $278.7K | 0.08% | +12+2.0% | Added |
| Verdence Capital Advisors LLC | 608 | $278.7K | 0.03% | −9−1.5% | Reduced |
| River Street Advisors LLC | 608 | $278.7K | 0.27% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $280.0K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 612 | $280.5K | 0.20% | +612 | New |
| Shaker Investments LLC | 613 | $281.2K | 0.16% | +1+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 614 | $281.5K | 0.00% | +614 | New |
| South State Corp. | 616 | $282.4K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 616 | $282.6K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 619 | $283.8K | 0.08% | −3−0.5% | Reduced |
| Guidance Point Advisors, LLC | 621 | $284.4K | 0.11% | −16−2.5% | Reduced |
| CFM Wealth Partners LLC | 629 | $288.3K | 0.08% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 630 | $288.8K | 0.02% | −20−3.1% | Reduced |
| Heartwood Wealth Advisors LLC | 632 | $289.7K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 640 | $294.1K | 0.02% | −753−54.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 643 | $294.9K | 0.01% | +142+28.3% | Added |
| Hall Kathryn A. | 645 | $295.7K | 0.09% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $295.7K | 0.00% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $297.1K | 0.07% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $297.5K | 0.15% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $298.0K | 0.15% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $298.0K | 0.18% | +650 | New |
| Saxon Interests, Inc. | 650 | $298.2K | 0.17% | +20+3.2% | Added |
| Merriman Wealth Management, LLC | 651 | $299.2K | 0.02% | −278−29.9% | Reduced |
| Trust Co | 655 | $300.3K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $300.7K | 0.04% | −35−5.1% | Reduced |
| Bedel Financial Consulting, Inc. | 657 | $301.2K | 0.07% | 00.0% | Unchanged |
| Bensler, LLC | 657 | $301.2K | 0.06% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 658 | $302.0K | 0.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 660 | $302.6K | 0.22% | −100−13.2% | Reduced |
| Crestwood Advisors Group LLC | 660 | $302.6K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 661 | $303.0K | 0.06% | −45−6.4% | Reduced |
| Wealth Alliance | 665 | $304.8K | 0.05% | −269−28.8% | Reduced |
| BSW Wealth Partners | 665 | $304.8K | 0.06% | −22−3.2% | Reduced |
| Per Stirling Capital Management, LLC. | 666 | $305.3K | 0.07% | −2−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 669 | $306.7K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $307.1K | 0.16% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 670 | $307.1K | 0.01% | +670 | New |
| David Loasby | 689 | $307.7K | 0.04% | +689 | New |
| Guardian Wealth Advisors, LLC | 672 | $308.1K | 0.05% | −37−5.2% | Reduced |
| Aptus Capital Advisors, LLC | 672 | $308.1K | 0.01% | −37−5.2% | Reduced |
| WSFS Capital Management, LLC | 672 | $308.1K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 675 | $309.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $309.4K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 683 | $313.0K | 0.04% | 00.0% | Unchanged |
| Cadinha & Co LLC | 683 | $313.1K | 0.09% | +10+1.5% | Added |
| United Community Bank | 684 | $313.6K | 0.30% | −20−2.8% | Reduced |
| M Holdings Securities, Inc. | 687 | $315.0K | 0.03% | +125+22.2% | Added |
| TFG Advisers LLC | 693 | $317.9K | 0.15% | +10+1.5% | Added |
| ICW Investment Advisors LLC | 693 | $318.1K | 0.18% | +2+0.3% | Added |