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 |
|---|---|---|---|---|---|
| Ziegler Capital Management, LLC | 694 | $318.1K | 0.01% | −9−1.3% | Reduced |
| Brand Asset Management Group, Inc. | 694 | $318.1K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $321.3K | 0.24% | 00.0% | Unchanged |
| Retirement Planning Group | 702 | $321.8K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $321.8K | 0.11% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $325.0K | 0.04% | 00.0% | Unchanged |
| Novare Capital Management LLC | 710 | $325.5K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 711 | $325.9K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $326.2K | 0.29% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $327.8K | 0.02% | −10−1.4% | Reduced |
| US Financial Advisors, LLC | 725 | $332.3K | 0.15% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 730 | $333.4K | 0.22% | +1+0.1% | Added |
| Valeo Financial Advisors, LLC | 728 | $333.9K | 0.02% | +93+14.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 748 | $334.0K | 0.14% | +340+83.3% | Added |
| Baugh & Associates, LLC | 732 | $335.6K | 0.21% | 00.0% | Unchanged |
| Berkeley, Inc | 736 | $337.4K | 0.24% | −53−6.7% | Reduced |
| JDM Financial Group LLC | 740 | $339.0K | 0.31% | +1+0.1% | Added |
| Orion Capital Management LLC | 740 | $339.2K | 0.23% | 00.0% | Unchanged |
| Hoese & Co LLP | 720 | $341.8K | 0.39% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $342.9K | 0.07% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $342.9K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $343.0K | 0.09% | −5−0.7% | Reduced |
| Pioneer Trust Bank N A | 754 | $345.6K | 0.10% | −5−0.7% | Reduced |
| First Pacific Financial | 759 | $347.9K | 0.16% | −30−3.8% | Reduced |
| Snowden Capital Advisors LLC | 764 | $350.4K | 0.01% | −4−0.5% | Reduced |
| Janney Capital Management LLC | 767 | $352.0K | 0.03% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $357.6K | 0.26% | −150−16.1% | Reduced |
| Eagle Global Advisors LLC | 780 | $357.6K | 0.02% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $357.6K | 0.20% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $357.6K | 0.25% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $358.0K | 0.11% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 781 | $358.0K | 0.03% | −1,375−63.8% | Reduced |
| REDW Wealth LLC | 782 | $358.4K | 0.11% | +3+0.4% | Added |
| Rehmann Capital Advisory Group | 783 | $359.0K | 0.03% | +17+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 784 | $359.5K | 0.00% | +5+0.6% | Added |
| Howard Capital Management Group, LLC | 785 | $359.9K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $360.3K | 0.03% | −1,307−62.4% | Reduced |
| Howard Financial Services, Ltd. | 790 | $362.1K | 0.09% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 791 | $362.7K | 0.00% | +2+0.3% | Added |
| Roof Eidam & Maycock | 798 | $365.8K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $366.3K | 0.07% | −42−5.0% | Reduced |
| North Star Asset Management Inc | 800 | $366.7K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $366.7K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 800 | $366.7K | 0.01% | +100+14.3% | Added |
| Price T Rowe Associates Inc | 800 | $367.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $367.0K | 0.14% | +801 | New |
| LS Investment Advisors, LLC | 801 | $367.2K | 0.07% | 00.0% | Unchanged |
| Ledyard National Bank | 802 | $367.6K | 0.04% | +343+74.7% | Added |
| Ayrshire Capital Management LLC | 809 | $370.9K | 0.25% | 00.0% | Unchanged |
| WP Advisors, LLC | 810 | $371.4K | 0.15% | +118+17.1% | Added |
| Platform Technology Partners | 811 | $371.8K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 811 | $371.8K | 0.19% | −188−18.8% | Reduced |
| Fiduciary Alliance LLC | 816 | $374.1K | 0.09% | −1−0.1% | Reduced |
| Seascape Capital Management | 818 | $375.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $375.0K | 0.06% | 00.0% | Unchanged |
| Petix & Botte Co | 820 | $375.9K | 0.25% | +820 | New |
| Ancora Advisors, LLC | 825 | $378.3K | 0.01% | +42+5.4% | Added |
| Titleist Asset Management, LLC | 827 | $379.1K | 0.08% | +827 | New |
| Missouri Trust & Investment Co | 828 | $379.6K | 0.25% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $382.3K | 0.03% | −1,372−62.2% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $383.8K | 0.09% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 850 | $385.6K | 0.04% | −3,585−80.8% | Reduced |
| WBH Advisory Inc | 843 | $386.3K | 0.05% | +843 | New |
| Cardiff Park Advisors, LLC | 844 | $386.9K | 0.05% | +1+0.1% | Added |
| Clarus Wealth Advisors | 868 | $387.7K | 0.24% | −98−10.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $388.3K | 0.25% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $391.0K | 0.00% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $393.3K | 0.27% | 00.0% | Unchanged |
| Overbrook Management Corp | 860 | $394.2K | 0.10% | 00.0% | Unchanged |
| Adviser Investments LLC | 860 | $394.3K | 0.01% | +210+32.3% | Added |
| BFT Financial Group, LLC | 868 | $398.0K | 0.06% | +868 | New |
| Aj Wealth Strategies, LLC | 868 | $398.1K | 0.02% | +32+3.8% | Added |
| Red Door Wealth Management, LLC | 869 | $398.4K | 0.12% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $400.0K | 0.19% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $400.2K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $400.8K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 884 | $405.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 891 | $408.4K | 0.01% | −32−3.5% | Reduced |
| Jane Street Group, LLC | 893 | $409.4K | 0.00% | −14,243−94.1% | Reduced |
| Two Sigma Securities, LLC | 893 | $409.4K | 0.03% | −176−16.5% | Reduced |
| Eagle Strategies LLC | 901 | $413.3K | 0.10% | +2+0.2% | Added |
| Thrivent Financial for Lutherans | 903 | $414.0K | 0.00% | +903 | New |
| ProVise Management Group, LLC | 907 | $415.8K | 0.04% | −20−2.2% | Reduced |
| Lifeworks Advisors, LLC | 907 | $415.8K | 0.20% | +907 | New |
| First National Trust Co | 913 | $418.5K | 0.02% | +84+10.1% | Added |
| SevenBridge Financial Group, LLC | 917 | $420.4K | 0.12% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 930 | $423.0K | 0.01% | +10+1.1% | Added |
| Zacks Investment Management | 926 | $424.7K | 0.01% | +46+5.2% | Added |
| Prudential Financial Inc | 1,014 | $424.9K | 0.00% | +156+18.2% | Added |
| Fulton Breakefield Broenniman LLC | 930 | $426.1K | 0.04% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 938 | $430.0K | 0.09% | −62−6.2% | Reduced |
| Apexium Financial, LP | 946 | $433.8K | 0.04% | +326+52.6% | Added |
| Robertson Stephens Wealth Management, LLC | 947 | $435.2K | 0.03% | +4+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 950 | $435.9K | 0.10% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 952 | $436.6K | 0.11% | −114−10.7% | Reduced |
| NEIRG Wealth Management, LLC | 959 | $439.6K | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 962 | $441.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 961 | $441.0K | 0.02% | −10−1.0% | Reduced |
| Vertex Planning Partners, LLC | 964 | $442.1K | 0.17% | +251+35.2% | Added |
| Blue Fin Capital, Inc. | 1,007 | $443.4K | 0.14% | +419+71.3% | Added |