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 |
|---|---|---|---|---|---|
| Fca Corp | 1,380 | $632.6K | 0.24% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,412 | $636.0K | 0.17% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,389 | $636.7K | 0.03% | −22−1.6% | Reduced |
| Leisure Capital Management | 1,396 | $639.9K | 0.37% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $641.8K | 0.63% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $643.1K | 0.20% | −38−2.6% | Reduced |
| Park National Corp | 1,409 | $645.9K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $649.6K | 0.13% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,435 | $657.8K | 0.19% | −147−9.3% | Reduced |
| Simon Quick Advisors, LLC | 1,437 | $658.5K | 0.07% | +450+45.6% | Added |
| Old North State Trust, LLC | 1,451 | $665.0K | 0.46% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,452 | $667.2K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,465 | $672.0K | 0.05% | +546+59.4% | Added |
| Quadrant Capital Group LLC | 1,469 | $673.4K | 0.07% | 00.0% | Unchanged |
| Sentinus, LLC | 1,476 | $676.6K | 0.23% | +1,476 | New |
| Orgel Wealth Management, LLC | 1,484 | $680.3K | 0.02% | −1−0.1% | Reduced |
| Brighton Jones LLC | 1,484 | $680.3K | 0.04% | +228+18.2% | Added |
| Flynn Zito Capital Management, LLC | 1,486 | $681.3K | 0.49% | −326−18.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,491 | $683.5K | 0.08% | +810+118.9% | Added |
| Peak Planning Group, LLC | 1,491 | $683.5K | 0.55% | +346+30.2% | Added |
| Retirement Capital Strategies | 1,502 | $688.5K | 0.33% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $692.2K | 0.04% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,525 | $698.9K | 0.52% | −34−2.2% | Reduced |
| Hyperion Partners, LLC | 1,526 | $699.5K | 0.63% | +162+11.9% | Added |
| InterOcean Capital Group, LLC | 1,528 | $700.5K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,529 | $700.9K | 0.14% | +29+1.9% | Added |
| Sebold Capital Management, Inc. | 1,543 | $707.3K | 0.56% | −22−1.4% | Reduced |
| VeraBank, N.A. | 1,545 | $708.2K | 0.33% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,546 | $708.7K | 0.03% | −12−0.8% | Reduced |
| Vista Investment Management | 1,546 | $708.7K | 0.37% | −4−0.3% | Reduced |
| Valmark Advisers, Inc. | 1,556 | $713.5K | 0.02% | +62+4.1% | Added |
| RTD Financial Advisors, Inc. | 1,570 | $719.7K | 0.11% | −23−1.4% | Reduced |
| Blue Barn Wealth, LLC | 1,578 | $723.5K | 0.45% | −13−0.8% | Reduced |
| American Money Management, LLC | 1,584 | $726.1K | 0.19% | −1−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,593 | $730.2K | 0.06% | +21+1.3% | Added |
| Holistic Financial Partners | 1,596 | $731.8K | 0.57% | −87−5.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,599 | $733.1K | 0.12% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,604 | $735.2K | 0.65% | +1+0.1% | Added |
| Berger Financial Group, Inc | 1,605 | $735.7K | 0.09% | +1+0.1% | Added |
| Gator Capital Management, LLC | 1,607 | $736.7K | 0.57% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,607 | $736.9K | 0.13% | −20−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 1,610 | $738.1K | 0.07% | +1,610 | New |
| First Business Financial Services, Inc. | 1,633 | $748.6K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $749.0K | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,634 | $751.0K | 0.03% | −32−1.9% | Reduced |
| Alesco Advisors LLC | 1,648 | $755.5K | 0.03% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $758.7K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $763.7K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,666 | $763.7K | 0.06% | −128−7.1% | Reduced |
| Arkadios Wealth Advisors | 1,675 | $767.8K | 0.09% | −14−0.8% | Reduced |
| D.A. Davidson & Co. | 1,698 | $778.6K | 0.01% | −39−2.2% | Reduced |
| BKD Wealth Advisors, LLC | 1,727 | $791.7K | 0.03% | −197−10.2% | Reduced |
| Carolinas Wealth Consulting LLC | 1,735 | $797.6K | 0.17% | −10−0.6% | Reduced |
| HBK Sorce Advisory LLC | 1,746 | $800.3K | 0.04% | −1,790−50.6% | Reduced |
| Journey Advisory Group, LLC | 1,748 | $801.3K | 0.13% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,767 | $810.1K | 0.04% | +2+0.1% | Added |
| Evanson Asset Management, LLC | 1,773 | $812.7K | 0.08% | +6+0.3% | Added |
| Bleakley Financial Group, LLC | 1,778 | $815.2K | 0.03% | −34−1.9% | Reduced |
| Sawtooth Solutions, LLC | 1,778 | $815.2K | 0.02% | +1,778 | New |
| Baldwin Brothers Inc | 1,782 | $816.9K | 0.07% | +128+7.7% | Added |
| LCNB Corp | 1,790 | $820.6K | 0.37% | −35−1.9% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $824.2K | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,809 | $829.0K | 0.37% | +6+0.3% | Added |
| InTrack Investment Management Inc | 1,841 | $829.4K | 0.76% | +323+21.3% | Added |
| Arthur M. Cohen & Associates, LLC | 1,815 | $829.7K | 0.22% | +2+0.1% | Added |
| Bradley Foster & Sargent Inc | 1,815 | $832.0K | 0.02% | −62−3.3% | Reduced |
| First Heartland Consultants, Inc. | 1,815 | $832.3K | 0.13% | +377+26.2% | Added |
| Frisch Financial Group, Inc. | 1,824 | $836.0K | 0.32% | −78−4.1% | Reduced |
| BancorpSouth Bank | 1,826 | $837.1K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 1,841 | $843.9K | 0.30% | −23−1.2% | Reduced |
| Independent Financial Group, LLC | 1,841 | $844.1K | 0.07% | −620−25.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,843 | $844.9K | 0.07% | +67+3.8% | Added |
| Prosperity Planning, Inc. | 1,879 | $861.4K | 0.38% | −30−1.6% | Reduced |
| Private Wealth Group, LLC | 1,887 | $865.0K | 1.19% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,893 | $870.0K | 0.05% | +100+5.6% | Added |
| Parcion Private Wealth LLC | 1,899 | $870.5K | 0.09% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,901 | $871.4K | 0.01% | −21−1.1% | Reduced |
| Tompkins Financial Corp | 1,904 | $872.8K | 0.14% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,912 | $876.4K | 0.40% | +2+0.1% | Added |
| Maltin Wealth Management, Inc. | 1,915 | $877.7K | 0.63% | +6+0.3% | Added |
| Lynch & Associates | 1,928 | $883.8K | 0.23% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,929 | $884.3K | 0.06% | −18−0.9% | Reduced |
| Essex Financial Services, Inc. | 1,930 | $884.7K | 0.09% | −18−0.9% | Reduced |
| Altfest L J & Co Inc | 1,932 | $886.0K | 0.14% | −6,809−77.9% | Reduced |
| White Pine Investment CO | 1,934 | $887.0K | 0.32% | +193+11.1% | Added |
| Bill Few Associates, Inc. | 1,946 | $892.1K | 0.50% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,948 | $893.2K | 0.82% | +1,948 | New |
| Scotia Capital Inc. | 1,964 | $900.6K | 0.01% | +564+40.3% | Added |
| Choate Investment Advisors | 1,978 | $906.7K | 0.04% | −129−6.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,999 | $916.5K | 0.30% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,012 | $922.3K | 0.04% | −77−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,053 | $924.9K | 0.39% | 00.0% | Unchanged |
| Rockland Trust Co | 2,027 | $929.2K | 0.06% | −41−2.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $931.5K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,049 | $939.3K | 0.16% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $949.8K | 0.29% | −50−2.4% | Reduced |
| NCM Capital Management, LLC | 2,088 | $957.0K | 0.72% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,097 | $961.3K | 0.61% | +33+1.6% | Added |
| Frank, Rimerman Advisors LLC | 2,097 | $961.5K | 0.27% | +183+9.6% | Added |
| Congress Wealth Management LLC | 2,123 | $973.4K | 0.02% | −191−8.3% | Reduced |