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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3,419 | $1.57M | 0.07% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,453 | $1.58M | 1.54% | −50−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 3,465 | $1.59M | 0.39% | +3+0.1% | Added |
| Spire Wealth Management | 3,467 | $1.59M | 0.06% | +837+31.8% | Added |
| Breakwater Capital Group | 3,492 | $1.60M | 0.67% | −177−4.8% | Reduced |
| Freestone Capital Holdings, LLC | 3,498 | $1.60M | 0.07% | −6−0.2% | Reduced |
| Lindbrook Capital, LLC | 3,511 | $1.61M | 0.19% | −12−0.3% | Reduced |
| Advisory Services Network, LLC | 3,533 | $1.62M | 0.04% | +166+4.9% | Added |
| Kingfisher Capital LLC | 3,544 | $1.62M | 0.43% | +9+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 3,550 | $1.63M | 0.21% | +750+26.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,590 | $1.65M | 0.60% | −72−2.0% | Reduced |
| TSFG, LLC | 3,603 | $1.65M | 0.61% | −30−0.8% | Reduced |
| NorthRock Partners, LLC | 3,606 | $1.65M | 0.18% | −391−9.8% | Reduced |
| WealthBridge Capital Management, LLC | 3,610 | $1.65M | 0.66% | +10.0% | Added |
| Darrow Company, Inc. | 3,635 | $1.67M | 1.55% | −258−6.6% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.68M | 0.91% | −50−1.3% | Reduced |
| Investment Advisory Group, LLC | 3,679 | $1.69M | 0.97% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,708 | $1.70M | 0.18% | +637+20.7% | Added |
| XML Financial, LLC | 3,735 | $1.71M | 0.21% | −83−2.2% | Reduced |
| Lowe Wealth Advisors, LLC | 3,740 | $1.71M | 0.92% | +15+0.4% | Added |
| Kelman-Lazarov, Inc. | 3,741 | $1.71M | 0.45% | −77−2.0% | Reduced |
| Clientfirst Wealth Management, LLC | 3,789 | $1.72M | 2.29% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 3,768 | $1.73M | 1.21% | −502−11.8% | Reduced |
| Old Second National Bank of Aurora | 3,773 | $1.73M | 0.50% | −70−1.8% | Reduced |
| Sentinel Trust Co Lba | 3,784 | $1.74M | 0.25% | +1,544+68.9% | Added |
| Compass Wealth Management LLC | 3,788 | $1.74M | 0.55% | −134−3.4% | Reduced |
| Jordan Park Group LLC | 3,810 | $1.75M | 0.11% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,821 | $1.76M | 0.14% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,843 | $1.76M | 1.38% | +5+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,875 | $1.78M | 0.66% | +4+0.1% | Added |
| Focus Financial Network, Inc. | 3,867 | $1.78M | 0.11% | −15−0.4% | Reduced |
| Merit Financial Group, LLC | 3,965 | $1.82M | 0.07% | −140−3.4% | Reduced |
| Northwest Bancshares, Inc. | 3,992 | $1.83M | 0.35% | −300−7.0% | Reduced |
| Signature Securities Group Corporation | 3,994 | $1.83M | 0.67% | −82−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,004 | $1.84M | 0.32% | −38−0.9% | Reduced |
| Delta Financial Group, Inc. | 4,006 | $1.84M | 0.72% | +185+4.8% | Added |
| Woodstock Corp | 4,016 | $1.84M | 0.23% | +605+17.7% | Added |
| Keeley-Teton Advisors, LLC | 4,060 | $1.86M | 0.23% | −9−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 4,080 | $1.87M | 0.48% | −50−1.2% | Reduced |
| Umb Bank N A | 4,105 | $1.88M | 0.03% | +20+0.5% | Added |
| Northern Oak Wealth Management Inc | 4,120 | $1.89M | 0.23% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,147 | $1.90M | 0.16% | +100+2.5% | Added |
| Cambridge Trust Co | 4,149 | $1.90M | 0.09% | −108−2.5% | Reduced |
| Transatlantique Private Wealth LLC | 4,155 | $1.90M | 1.05% | +360+9.5% | Added |
| Moneta Group Investment Advisors LLC | 4,157 | $1.91M | 0.05% | +405+10.8% | Added |
| Cambridge Advisors Inc. | 4,159 | $1.91M | 0.49% | −51−1.2% | Reduced |
| Braun Stacey Associates Inc | 4,166 | $1.91M | 0.05% | +2,401+136.0% | Added |
| Wade G W & Inc | 4,199 | $1.93M | 0.07% | +19+0.5% | Added |
| Salem Investment Counselors Inc | 4,197 | $1.93M | 0.08% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,259 | $1.95M | 0.31% | −61−1.4% | Reduced |
| Element Wealth, LLC | 4,271 | $1.96M | 1.46% | +16+0.4% | Added |
| Soltis Investment Advisors LLC | 4,288 | $1.97M | 0.25% | 00.0% | Unchanged |
| Private Asset Management Inc | 4,311 | $1.98M | 0.33% | −236−5.2% | Reduced |
| Sunflower Bank, N.A. | 4,326 | $1.98M | 0.45% | −32−0.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,349 | $1.99M | 0.71% | −9−0.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,501 | $2.02M | 2.16% | −81−1.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,416 | $2.02M | 0.11% | −27−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,427 | $2.03M | 0.14% | −3,077−41.0% | Reduced |
| Leavell Investment Management, Inc. | 4,431 | $2.04M | 0.15% | +600+15.7% | Added |
| Putnam Investments LLC | 4,477 | $2.05M | 0.00% | +1,548+52.9% | Added |
| Harbor Advisory Corp | 4,478 | $2.05M | 0.78% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,494 | $2.06M | 0.12% | +363+8.8% | Added |
| Davidson Trust Co | 4,495 | $2.06M | 1.59% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.06M | 0.69% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,501 | $2.06M | 0.64% | +4,501 | New |
| Capital Advisory Group Advisory Services, LLC | 4,514 | $2.07M | 1.24% | −43−0.9% | Reduced |
| Johnson Financial Group, Inc. | 4,526 | $2.08M | 0.15% | −8−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,540 | $2.08M | 0.04% | −35−0.8% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.09M | 0.65% | −225−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 4,459 | $2.11M | 0.02% | +209+4.9% | Added |
| Eldridge Investment Advisors, Inc. | 4,610 | $2.11M | 0.73% | −268−5.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,613 | $2.11M | 0.16% | −233−4.8% | Reduced |
| New England Private Wealth Advisors LLC | 4,718 | $2.16M | 0.44% | +10.0% | Added |
| JMG Financial Group, Ltd. | 4,720 | $2.16M | 0.11% | −48−1.0% | Reduced |
| Asset Management Group, Inc. | 4,805 | $2.20M | 0.49% | −40−0.8% | Reduced |
| Courier Capital LLC | 4,857 | $2.23M | 0.25% | +172+3.7% | Added |
| Diversified Trust Co | 4,897 | $2.24M | 0.09% | −92−1.8% | Reduced |
| Spinnaker Trust | 4,932 | $2.26M | 0.17% | −10.0% | Reduced |
| Vanguard Group Inc | 4,937 | $2.26M | 0.00% | +4,937 | New |
| Fiduciary Trust Co | 4,967 | $2.28M | 0.04% | −120−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,968 | $2.28M | 0.46% | +5+0.1% | Added |
| Tower View Investment Management & Research LLC | 4,993 | $2.29M | 1.54% | +97+2.0% | Added |
| Winthrop Advisory Group LLC | 5,020 | $2.31M | 0.41% | −10−0.2% | Reduced |
| HRT Financial LP | 5,050 | $2.31M | 0.03% | −20,167−80.0% | Reduced |
| Baron Financial Group, LLC | 5,059 | $2.32M | 1.47% | −174−3.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,060 | $2.32M | 0.17% | +6+0.1% | Added |
| Global Retirement Partners, LLC | 5,247 | $2.35M | 0.12% | −20.0% | Reduced |
| Argent Trust Co | 5,309 | $2.43M | 0.15% | −12−0.2% | Reduced |
| Private Trust Co NA | 5,380 | $2.47M | 0.34% | −75−1.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,458 | $2.50M | 0.97% | +2,747+101.3% | Added |
| Flow Traders U.S. LLC | 5,505 | $2.52M | 0.10% | +5,505 | New |
| Sterling Investment Advisors, Ltd. | 5,524 | $2.53M | 0.85% | −214−3.7% | Reduced |
| Hoylecohen, LLC | 5,543 | $2.54M | 0.24% | −266−4.6% | Reduced |
| Regents of the University of California | 5,600 | $2.57M | 0.48% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 5,607 | $2.57M | 1.12% | +11+0.2% | Added |
| Lionsbridge Wealth Management LLC | 5,617 | $2.57M | 2.38% | +2,094+59.4% | Added |
| Matrix Asset Advisors Inc | 5,636 | $2.58M | 0.38% | +38+0.7% | Added |
| Northstar Asset Management LLC | 5,660 | $2.59M | 0.76% | −555−8.9% | Reduced |
| Equitable Holdings, Inc. | 5,687 | $2.61M | 0.04% | −460−7.5% | Reduced |
| Disciplined Investments, LLC | 5,714 | $2.62M | 1.10% | −94−1.6% | Reduced |