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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 970 | $444.7K | 0.03% | −74−7.1% | Reduced |
| Brinker Capital Investments, LLC | 980 | $449.2K | 0.01% | +484+97.6% | Added |
| Orion Portfolio Solutions, LLC | 980 | $449.2K | 0.01% | +980 | New |
| Cary Street Partner Investment Advisory LLC | 986 | $452.0K | 0.03% | +32+3.4% | Added |
| Charter Trust Co | 988 | $452.9K | 0.04% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $455.0K | 0.29% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 994 | $455.9K | 0.03% | +521+110.1% | Added |
| Great Lakes Advisors, LLC | 996 | $456.7K | 0.00% | −154−13.4% | Reduced |
| Ghe, LLC | 1,000 | $458.4K | 0.36% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,000 | $458.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $458.4K | 0.12% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $458.4K | 6.83% | +1,000 | New |
| IHT Wealth Management, LLC | 1,018 | $466.6K | 0.03% | +5+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,018 | $466.7K | 0.07% | −56−5.2% | Reduced |
| Arrowroot Family Office, LLC | 1,019 | $467.1K | 0.40% | +1,019 | New |
| Seven Post Investment Office LP | 1,021 | $468.0K | 0.17% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,021 | $468.2K | 0.04% | +1+0.1% | Added |
| FSM Wealth Advisors, LLC | 1,022 | $468.6K | 0.27% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,040 | $477.0K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,041 | $477.2K | 0.10% | +1,041 | New |
| Certified Advisory Corp | 1,042 | $477.8K | 0.08% | +63+6.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $479.0K | 0.02% | −75−6.7% | Reduced |
| WealthShield Partners, LLC | 1,045 | $480.3K | 0.08% | −44−4.0% | Reduced |
| Financial Advisory Service, Inc. | 1,050 | $481.5K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 1,060 | $485.0K | 0.08% | +869+455.0% | Added |
| Mutual Advisors, LLC | 1,059 | $485.6K | 0.02% | +462+77.4% | Added |
| Great Valley Advisor Group, Inc. | 1,063 | $486.9K | 0.02% | +1+0.1% | Added |
| JNBA Financial Advisors | 1,062 | $486.9K | 0.06% | −15−1.4% | Reduced |
| Appleton Partners Inc | 1,062 | $487.0K | 0.04% | −119−10.1% | Reduced |
| Sowell Financial Services LLC | 1,063 | $487.0K | 0.04% | +1,063 | New |
| Nwam LLC | 1,063 | $487.4K | 0.05% | −2,494−70.1% | Reduced |
| Wealth Architects, LLC | 1,072 | $491.4K | 0.09% | −200−15.7% | Reduced |
| Advisors Capital Management, LLC | 1,078 | $494.0K | 0.01% | −203−15.8% | Reduced |
| Progressive Investment Management Corp | 1,080 | $495.1K | 0.16% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,081 | $495.5K | 0.00% | −128−10.6% | Reduced |
| Accredited Investors Inc. | 1,083 | $496.5K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,095 | $502.0K | 0.05% | −25−2.2% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $502.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,096 | $502.0K | 0.02% | −80−6.8% | Reduced |
| Weil Company, Inc. | 1,105 | $506.5K | 0.23% | −3,252−74.6% | Reduced |
| First County Bank | 1,110 | $508.8K | 0.25% | −1,067−49.0% | Reduced |
| Legacy Trust | 1,112 | $509.8K | 0.15% | +50+4.7% | Added |
| Trail Ridge Investment Advisors, LLC | 1,115 | $511.1K | 0.33% | −517−31.7% | Reduced |
| Wealth Advisory Solutions, LLC | 1,120 | $513.4K | 0.14% | −2,000−64.1% | Reduced |
| New Hampshire Trust | 1,120 | $513.4K | 0.14% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,129 | $517.5K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,130 | $517.9K | 0.02% | −30−2.6% | Reduced |
| German American Bancorp, Inc. | 1,142 | $523.8K | 0.08% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,143 | $524.1K | 0.46% | −117−9.3% | Reduced |
| Miramar Capital, LLC | 1,144 | $524.4K | 0.13% | −200−14.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $526.7K | 0.25% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,150 | $527.4K | 0.32% | −10−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $531.8K | 0.18% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,164 | $533.5K | 0.03% | −24−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $535.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,171 | $537.7K | 0.06% | +327+38.7% | Added |
| WealthPLAN Partners, LLC | 1,177 | $539.5K | 0.06% | +315+36.5% | Added |
| National Wealth Management Group, LLC | 1,217 | $540.8K | 0.62% | +183+17.7% | Added |
| WorthPointe, LLC | 1,185 | $543.2K | 0.37% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $546.0K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,193 | $547.0K | 0.13% | −79−6.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,194 | $547.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,197 | $548.5K | 0.07% | −20−1.6% | Reduced |
| Kaydan Wealth Management, Inc. | 1,197 | $548.7K | 0.22% | −16−1.3% | Reduced |
| Brookstone Capital Management | 1,201 | $549.7K | 0.01% | +208+20.9% | Added |
| Independent Advisor Alliance | 1,200 | $550.1K | 0.03% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,215 | $557.0K | 0.73% | +45+3.8% | Added |
| BLB&B Advisors, LLC | 1,218 | $558.3K | 0.04% | −2−0.2% | Reduced |
| Roberts Glore & Co Inc | 1,226 | $562.0K | 0.19% | −35−2.8% | Reduced |
| Nicollet Investment Management, Inc. | 1,228 | $563.0K | 0.29% | +1+0.1% | Added |
| L & S Advisors Inc | 1,229 | $563.4K | 0.08% | +762+163.2% | Added |
| Western Wealth Management, LLC | 1,233 | $565.2K | 0.05% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,235 | $566.0K | 0.27% | −30−2.4% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $569.9K | 0.27% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $572.0K | 0.13% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,247 | $572.0K | 0.00% | +447+55.9% | Added |
| Smithfield Trust Co | 1,250 | $574.0K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,255 | $575.3K | 0.02% | −844−40.2% | Reduced |
| Manhattan West Asset Management, LLC | 1,255 | $575.3K | 0.25% | +655+109.2% | Added |
| McIlrath & Eck, LLC | 1,266 | $580.4K | 0.14% | −57−4.3% | Reduced |
| AlphaStar Capital Management, LLC | 1,295 | $582.3K | 0.05% | +582+81.6% | Added |
| CCG Wealth Management, LLC | 1,272 | $583.1K | 0.39% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $584.5K | 0.19% | +1,275 | New |
| Fortress Wealth Group, LLC | 1,283 | $588.1K | 0.42% | −33−2.5% | Reduced |
| Exencial Wealth Advisors, LLC | 1,286 | $589.3K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $595.2K | 0.69% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,300 | $595.9K | 0.21% | +1,300 | New |
| TCI Wealth Advisors, Inc. | 1,301 | $596.4K | 0.08% | +1,224+1,589.6% | Added |
| High Probability Advisors, LLC | 1,309 | $599.9K | 0.14% | +133+11.3% | Added |
| Ellerson Group Inc | 1,312 | $601.4K | 0.65% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,320 | $605.1K | 0.27% | −250−15.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,322 | $606.0K | 0.02% | +417+46.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,375 | $613.8K | 0.09% | +1,375 | New |
| Halpern Financial, Inc. | 1,343 | $615.4K | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,353 | $617.1K | 0.08% | +1+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 1,345 | $618.5K | 0.19% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,354 | $620.7K | 0.24% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,354 | $620.7K | 0.62% | +50+3.8% | Added |
| Sequoia Financial Advisors, LLC | 1,360 | $623.4K | 0.01% | −27−1.9% | Reduced |
| Seelaus Asset Management LLC | 1,369 | $626.0K | 0.47% | −5−0.4% | Reduced |