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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 2,144 | $982.8K | 0.96% | −311−12.7% | Reduced |
| Ameritas Advisory Services, LLC | 2,146 | $983.5K | 0.05% | −1,531−41.6% | Reduced |
| Warner Financial, Inc | 2,160 | $990.0K | 0.69% | +10.0% | Added |
| Forza Wealth Management, LLC | 2,170 | $994.8K | 0.51% | +2,170 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $995.2K | 0.12% | 00.0% | Unchanged |
| First Western Trust Bank | 2,191 | $1.00M | 0.05% | −170−7.2% | Reduced |
| Pacific Financial Group Inc | 2,192 | $1.00M | 0.76% | −32−1.4% | Reduced |
| Viawealth, LLC | 2,193 | $1.01M | 0.80% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,200 | $1.01M | 0.05% | +314+16.6% | Added |
| HM Payson & Co | 2,202 | $1.01M | 0.02% | +160+7.8% | Added |
| ARS Investment Partners, LLC | 2,209 | $1.01M | 0.12% | +8+0.4% | Added |
| LBMC Investment Advisors, LLC | 2,220 | $1.02M | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,228 | $1.02M | 0.12% | +21+1.0% | Added |
| RSM US Wealth Management LLC | 2,242 | $1.03M | 0.04% | +2,242 | New |
| Dorsey & Whitney Trust CO LLC | 2,250 | $1.03M | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,254 | $1.03M | 0.21% | −91−3.9% | Reduced |
| We Are One Seven, LLC | 2,266 | $1.04M | 0.07% | +297+15.1% | Added |
| Truepoint, Inc. | 2,281 | $1.05M | 0.04% | −10.0% | Reduced |
| CIBC World Markets Inc. | 2,281 | $1.05M | 0.00% | −1,867−45.0% | Reduced |
| Fidelis Capital Partners, LLC | 2,351 | $1.06M | 0.45% | +1,557+196.1% | Added |
| Howe & Rusling Inc | 2,380 | $1.09M | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,390 | $1.10M | 0.05% | −16−0.7% | Reduced |
| Baystate Wealth Management LLC | 2,396 | $1.10M | 0.10% | +38+1.6% | Added |
| Cozad Asset Management Inc | 2,403 | $1.10M | 0.15% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,399 | $1.10M | 0.04% | +2,399 | New |
| TruWealth Advisors, LLC | 2,415 | $1.11M | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,432 | $1.12M | 0.09% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,448 | $1.12M | 0.87% | −2,184−47.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,449 | $1.12M | 0.67% | −609−19.9% | Reduced |
| White Pine Capital LLC | 2,460 | $1.13M | 0.44% | −98−3.8% | Reduced |
| Middleton & Co Inc | 2,461 | $1.13M | 0.16% | 00.0% | Unchanged |
| Providence First Trust Co | 2,462 | $1.13M | 0.65% | +713+40.8% | Added |
| CX Institutional | 2,472 | $1.13M | 0.06% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,492 | $1.14M | 0.43% | −84−3.3% | Reduced |
| TD Private Client Wealth LLC | 2,499 | $1.15M | 0.05% | −137−5.2% | Reduced |
| Montecito Bank & Trust | 2,502 | $1.15M | 0.27% | +146+6.2% | Added |
| Lyell Wealth Management, LP | 2,503 | $1.15M | 0.16% | −219−8.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.16M | 0.10% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,540 | $1.16M | 0.19% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,597 | $1.19M | 0.05% | +559+27.4% | Added |
| Stephens Inc | 2,618 | $1.20M | 0.02% | +209+8.7% | Added |
| Beaumont Financial Advisors, LLC | 2,628 | $1.20M | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 2,634 | $1.21M | 0.01% | −213−7.5% | Reduced |
| Deutsche Bank AG | 2,671 | $1.22M | 0.00% | −19−0.7% | Reduced |
| Coldstream Capital Management Inc | 2,690 | $1.23M | 0.04% | +1,178+77.9% | Added |
| Watershed Private Wealth LLC | 2,707 | $1.24M | 0.84% | +17+0.6% | Added |
| Connectus Wealth, LLC | 2,709 | $1.24M | 0.03% | −5−0.2% | Reduced |
| GEM Asset Management, LLC | 2,722 | $1.25M | 1.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,726 | $1.25M | 0.18% | −194−6.6% | Reduced |
| Stratos Wealth Partners, LTD. | 2,742 | $1.26M | 0.03% | −655−19.3% | Reduced |
| Hardy Reed LLC | 2,775 | $1.27M | 0.22% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,788 | $1.28M | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,793 | $1.28M | 0.24% | +160+6.1% | Added |
| Osborne Partners Capital Management, LLC | 2,793 | $1.28M | 0.09% | −17−0.6% | Reduced |
| Simplex Trading, LLC | 2,821 | $1.29M | 0.06% | −415−12.8% | Reduced |
| Advus Financial Partners, LLC | 2,834 | $1.30M | 0.54% | −34−1.2% | Reduced |
| High Falls Advisors, Inc | 2,837 | $1.30M | 0.39% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,831 | $1.30M | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,177 | $1.30M | 0.03% | +7,292+82.1% | Added |
| Colony Group LLC | 2,857 | $1.31M | 0.02% | −29,590−91.2% | Reduced |
| Proequities, Inc. | 2,896 | $1.33M | 0.10% | +2,689+1,299.0% | Added |
| Manchester Capital Management LLC | 2,928 | $1.34M | 0.18% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,000 | $1.38M | 0.00% | +3,000 | New |
| L.M. Kohn & Company | 3,001 | $1.38M | 0.57% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,008 | $1.38M | 0.06% | −44−1.4% | Reduced |
| Coyle Financial Counsel LLC | 3,024 | $1.39M | 0.64% | −315−9.4% | Reduced |
| Bank of Stockton | 3,048 | $1.40M | 0.49% | −1,525−33.3% | Reduced |
| Integrated Advisors Network LLC | 3,055 | $1.40M | 0.08% | +30+1.0% | Added |
| Bremer Bank National Association | 3,070 | $1.41M | 0.27% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 3,073 | $1.41M | 0.73% | +54+1.8% | Added |
| Aspiriant, LLC | 3,076 | $1.41M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,105 | $1.41M | 0.02% | +191+6.6% | Added |
| United Bank | 3,095 | $1.42M | 0.18% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,096 | $1.42M | 0.06% | −136−4.2% | Reduced |
| Paulson Wealth Management Inc. | 3,118 | $1.43M | 0.64% | +440+16.4% | Added |
| Horizon Investments, LLC | 3,139 | $1.44M | 0.04% | −517−14.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,147 | $1.44M | 0.18% | +469+17.5% | Added |
| Change Path, LLC | 3,165 | $1.45M | 0.07% | +160+5.3% | Added |
| Sage Financial Management Group, Inc. | 3,176 | $1.46M | 1.17% | −1,473−31.7% | Reduced |
| Buckingham Strategic Partners | 3,180 | $1.46M | 0.09% | −1,314−29.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,184 | $1.46M | 0.08% | +470+17.3% | Added |
| Crescent Sterling, Ltd. | 3,210 | $1.47M | 1.43% | +3,210 | New |
| First Citizens Bank & Trust Co | 3,237 | $1.48M | 0.03% | −1,763−35.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,249 | $1.49M | 0.41% | −900−21.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,266 | $1.50M | 1.18% | −51−1.5% | Reduced |
| Graypoint LLC | 3,293 | $1.51M | 0.16% | −367−10.0% | Reduced |
| Regions Financial Corp | 3,301 | $1.51M | 0.01% | +752+29.5% | Added |
| PFG Advisors | 3,329 | $1.53M | 0.13% | +288+9.5% | Added |
| Belpointe Asset Management LLC | 3,334 | $1.53M | 0.08% | −499−13.0% | Reduced |
| Centaurus Financial, Inc. | 3,341 | $1.53M | 0.12% | +2,438+270.0% | Added |
| Founders Financial Securities LLC | 3,370 | $1.54M | 0.22% | −348−9.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.55M | 0.12% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,374 | $1.55M | 0.14% | +1,895+128.1% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.55M | 0.33% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,378 | $1.55M | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,396 | $1.56M | 0.05% | −65−1.9% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.56M | 0.36% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,406 | $1.56M | 0.85% | −220−6.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,410 | $1.56M | 0.59% | −149−4.2% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.57M | 0.25% | 00.0% | Unchanged |