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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 5,755 | $2.64M | 0.25% | −423−6.8% | Reduced |
| Romano Brothers and Company | 5,768 | $2.64M | 0.41% | −26−0.4% | Reduced |
| Coastline Trust Co | 5,777 | $2.65M | 0.39% | −3−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,803 | $2.66M | 0.03% | +1,773+44.0% | Added |
| St. Johns Investment Management Company, LLC | 5,824 | $2.67M | 1.55% | −410−6.6% | Reduced |
| Whalerock Point Partners, LLC | 5,849 | $2.68M | 1.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,854 | $2.68M | 0.06% | +393+7.2% | Added |
| Summit Financial, LLC | 5,923 | $2.72M | 0.24% | +207+3.6% | Added |
| Pegasus Asset Management, Inc. | 5,944 | $2.72M | 1.35% | −55−0.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,138 | $2.75M | 1.25% | −299−4.6% | Reduced |
| Naples Global Advisors, LLC | 6,012 | $2.76M | 0.34% | +175+3.0% | Added |
| Audent Global Asset Management, LLC | 6,040 | $2.77M | 3.89% | +1,394+30.0% | Added |
| Intercontinental Wealth Advisors, LLC | 6,066 | $2.78M | 0.71% | −33−0.5% | Reduced |
| Larson Financial Group LLC | 6,118 | $2.80M | 0.30% | −30.0% | Reduced |
| Barber Financial Group, Inc. | 6,140 | $2.81M | 0.50% | +2,161+54.3% | Added |
| Wealthcare Advisory Partners LLC | 6,173 | $2.83M | 0.12% | −1,537−19.9% | Reduced |
| Charter Research & Investment Group, Inc. | 6,220 | $2.85M | 2.50% | +230+3.8% | Added |
| CIBC Private Wealth Group, LLC | 16,899 | $2.88M | 0.01% | −1,825−9.7% | Reduced |
| Silvercrest Asset Management Group LLC | 6,297 | $2.89M | 0.02% | +30.0% | Added |
| Sepio Capital, LP | 6,300 | $2.89M | 0.27% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,307 | $2.89M | 0.18% | +56+0.9% | Added |
| Pinnacle Family Advisors, LLC | 6,316 | $2.90M | 1.76% | +491+8.4% | Added |
| Bristlecone Advisors, LLC | 6,320 | $2.90M | 0.32% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 6,396 | $2.93M | 2.70% | +6,396 | New |
| Meridian Wealth Management, LLC | 6,438 | $2.95M | 0.26% | −12−0.2% | Reduced |
| Relative Value Partners Group, LLC | 6,467 | $2.96M | 0.20% | −234−3.5% | Reduced |
| GFS Advisors, LLC | 6,600 | $3.03M | 0.70% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,688 | $3.07M | 0.08% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,693 | $3.07M | 0.79% | +10.0% | Added |
| Glen Eagle Advisors, LLC | 6,753 | $3.10M | 0.78% | −142−2.1% | Reduced |
| Bailard, Inc. | 6,858 | $3.14M | 0.11% | +80+1.2% | Added |
| Paladin Advisory Group, LLC | 6,864 | $3.15M | 2.62% | +6,864 | New |
| Veracity Capital LLC | 6,907 | $3.17M | 1.46% | 00.0% | Unchanged |
| Bay Rivers Group | 7,073 | $3.24M | 2.83% | +14+0.2% | Added |
| Stephenson National Bank & Trust | 7,084 | $3.25M | 2.01% | −82−1.1% | Reduced |
| EWG Elevate Inc. | 7,094 | $3.25M | 1.39% | +4,471+170.5% | Added |
| Gould Asset Management LLC | 7,101 | $3.26M | 0.93% | −250−3.4% | Reduced |
| Insigneo Advisory Services, LLC | 7,199 | $3.31M | 1.05% | +1,385+23.8% | Added |
| Ti-Trust, Inc | 7,308 | $3.35M | 3.15% | +219+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,316 | $3.35M | 0.29% | +203+2.9% | Added |
| Wetherby Asset Management Inc | 7,384 | $3.38M | 0.20% | −10−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,438 | $3.41M | 0.08% | +576+8.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.44M | 1.11% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,556 | $3.46M | 0.13% | −31−0.4% | Reduced |
| Avalon Investment & Advisory | 7,594 | $3.48M | 0.10% | +671+9.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,684 | $3.52M | 1.92% | −50−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,710 | $3.53M | 2.19% | +20.0% | Added |
| Connolly Sarah T. | 7,718 | $3.54M | 2.24% | −1,243−13.9% | Reduced |
| National Asset Management, Inc. | 7,743 | $3.56M | 0.09% | −65−0.8% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.56M | 0.11% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,852 | $3.60M | 0.04% | +4+0.1% | Added |
| Renaissance Investment Group LLC | 7,888 | $3.62M | 1.02% | −83−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,927 | $3.63M | 0.08% | −218−2.7% | Reduced |
| Madison Asset Management, LLC | 7,957 | $3.65M | 0.06% | −13,210−62.4% | Reduced |
| Davis R M Inc | 7,968 | $3.65M | 0.09% | −70−0.9% | Reduced |
| GenTrust, LLC | 7,974 | $3.67M | 0.26% | −460−5.5% | Reduced |
| CMG Global Holdings, LLC | 8,043 | $3.69M | 3.34% | −54−0.7% | Reduced |
| Wolverine Trading, LLC | 8,198 | $3.69M | 0.11% | +1,466+21.8% | Added |
| Barrett & Company, Inc. | 8,187 | $3.75M | 2.39% | +61+0.8% | Added |
| AMG National Trust Bank | 8,207 | $3.76M | 0.13% | +7+0.1% | Added |
| Segment Wealth Management, LLC | 8,283 | $3.80M | 0.43% | −20−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,315 | $3.81M | 0.14% | +125+1.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,330 | $3.82M | 1.96% | −277−3.2% | Reduced |
| Highview Capital Management LLC | 8,367 | $3.84M | 2.22% | −172−2.0% | Reduced |
| Granite FO LLC | 8,484 | $3.86M | 2.38% | +12+0.1% | Added |
| Keybank National Association | 8,423 | $3.86M | 0.02% | +878+11.6% | Added |
| Court Place Advisors, LLC | 8,495 | $3.89M | 1.41% | −118−1.4% | Reduced |
| Salomon & Ludwin, LLC | 8,561 | $3.92M | 0.47% | +32+0.4% | Added |
| Modera Wealth Management, LLC | 8,655 | $3.97M | 0.15% | −1,183−12.0% | Reduced |
| Evensky & Katz LLC | 8,818 | $4.04M | 0.33% | +378+4.5% | Added |
| Haverford Trust Co | 8,888 | $4.07M | 0.05% | +5,176+139.4% | Added |
| Allworth Financial LP | 8,949 | $4.10M | 0.04% | +11+0.1% | Added |
| Mercer Global Advisors Inc | 9,037 | $4.14M | 0.02% | −40−0.4% | Reduced |
| Sonata Capital Group Inc | 9,044 | $4.15M | 2.24% | +30.0% | Added |
| United Capital Financial Advisers, LLC | 9,121 | $4.18M | 0.02% | −150−1.6% | Reduced |
| Harbour Investments, Inc. | 9,275 | $4.25M | 0.23% | +295+3.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.33M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,452 | $4.33M | 0.07% | −299−3.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,468 | $4.34M | 0.61% | −435−4.4% | Reduced |
| Synovus Financial Corp | 9,483 | $4.35M | 0.05% | −515−5.2% | Reduced |
| Csenge Advisory Group | 9,589 | $4.40M | 0.32% | +4,613+92.7% | Added |
| Intrepid Financial Planning Group LLC | 9,596 | $4.40M | 2.22% | −594−5.8% | Reduced |
| Clear Creek Financial Management, LLC | 9,609 | $4.40M | 0.84% | +7,560+369.0% | Added |
| One + One Wealth Management, LLC | 9,709 | $4.45M | 3.16% | +983+11.3% | Added |
| Redhawk Wealth Advisors, Inc. | 9,784 | $4.49M | 1.51% | +9,784 | New |
| Resonant Capital Advisors, LLC | 9,803 | $4.51M | 0.51% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9,834 | $4.51M | 1.64% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,900 | $4.54M | 0.01% | +4,696+90.2% | Added |
| Sageworth Trust Co | 9,953 | $4.56M | 0.34% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $4.58M | 0.33% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 65,179 | $4.60M | 3.68% | +1,717+2.7% | Added |
| Callan Family Office, LLC | 10,096 | $4.63M | 1.12% | +2,259+28.8% | Added |
| HB Wealth Management, LLC | 10,098 | $4.63M | 0.08% | +164+1.7% | Added |
| Flputnam Investment Management Co | 10,135 | $4.65M | 0.15% | −15−0.1% | Reduced |
| Bank of Nova Scotia | 10,186 | $4.67M | 0.01% | −7,379−42.0% | Reduced |
| Mayflower Financial Advisors, LLC | 10,196 | $4.67M | 0.61% | −90−0.9% | Reduced |
| Verition Fund Management LLC | 10,198 | $4.67M | 0.07% | +5,888+136.6% | Added |
| KMG Fiduciary Partners, LLC | 10,201 | $4.68M | 0.67% | −459−4.3% | Reduced |
| Gries Financial LLC | 10,253 | $4.70M | 1.39% | −48−0.5% | Reduced |
| Bridgeworth, LLC | 10,309 | $4.73M | 0.60% | −60−0.6% | Reduced |