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 | 1,127 | $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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 35,200 | $16.1M | 0.11% | +2,800+8.6% | Added |
| Janney Montgomery Scott LLC | 34,799 | $16.0M | 0.07% | −4,700−11.9% | Reduced |
| Vestor Capital, LLC | 34,721 | $15.9M | 1.87% | −363−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 34,480 | $15.8M | 1.94% | −655−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,823 | $15.5M | 0.08% | −1,731−4.9% | Reduced |
| Camden Capital, LLC | 33,610 | $15.4M | 2.28% | −355−1.0% | Reduced |
| GYL Financial Synergies, LLC | 33,045 | $15.1M | 1.82% | +32,229+3,949.6% | Added |
| Rockefeller Capital Management L.P. | 33,005 | $15.1M | 0.07% | +2,175+7.1% | Added |
| IFG Advisors, LLC | 32,301 | $14.8M | 5.83% | +490+1.5% | Added |
| Trustmark National Bank Trust Department | 31,981 | $14.7M | 1.33% | +483+1.5% | Added |
| Tandem Wealth Advisors LLC | 31,831 | $14.6M | 9.08% | +6,285+24.6% | Added |
| Curbstone Financial Management Corp | 31,372 | $14.4M | 3.50% | −370−1.2% | Reduced |
| Massmutual Trust Co FSB | 31,359 | $14.4M | 0.55% | +2,022+6.9% | Added |
| Hancock Whitney Corp | 31,165 | $14.3M | 0.57% | −2,893−8.5% | Reduced |
| Huntington National Bank | – | $14.2M | 0.14% | – | – |
| Wellspring Financial Advisors, LLC | 30,281 | $13.9M | 4.12% | −847−2.7% | Reduced |
| MML Investors Services, LLC | 29,504 | $13.5M | 0.10% | +9,218+45.4% | Added |
| Cetera Advisor Networks LLC | 29,177 | $13.4M | 0.10% | +4,988+20.6% | Added |
| Carnegie Capital Asset Management, LLC | 28,652 | $13.1M | 0.52% | −4,201−12.8% | Reduced |
| Capital Fund Management S.A. | 28,503 | $13.1M | 0.26% | +7,100+33.2% | Added |
| Green Square Capital Advisors LLC | 28,435 | $13.0M | 1.74% | −1,969−6.5% | Reduced |
| Commerce Bank | 28,387 | $13.0M | 0.10% | +1,202+4.4% | Added |
| Pinnacle Financial Partners Inc | 28,049 | $12.9M | 0.35% | +1,451+5.5% | Added |
| Simmons Bank | 27,350 | $12.5M | 1.07% | −1,188−4.2% | Reduced |
| Linscomb & Williams, Inc. | 26,573 | $12.2M | 0.64% | −235−0.9% | Reduced |
| RMB Capital Management, LLC | 26,447 | $12.1M | 0.42% | +795+3.1% | Added |
| Lido Advisors, LLC | 26,437 | $12.1M | 0.17% | +18,999+255.4% | Added |
| Prospera Financial Services Inc | 26,194 | $12.0M | 0.49% | +24,490+1,437.2% | Added |
| Caldwell Trust Co | 25,080 | $11.5M | 1.60% | −435−1.7% | Reduced |
| Youngs Advisory Group, Inc. | 24,660 | $11.3M | 6.33% | +13+0.1% | Added |
| MCF Advisors LLC | 24,508 | $11.2M | 1.05% | −220−0.9% | Reduced |
| HSBC Holdings PLC | 23,985 | $11.0M | 0.01% | −2,211−8.4% | Reduced |
| First Financial Bank - Trust Division | 23,728 | $10.9M | 1.16% | −165−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,726 | $10.9M | 0.17% | +1,078+4.8% | Added |
| Yousif Capital Management, LLC | 23,391 | $10.7M | 0.14% | −23,740−50.4% | Reduced |
| Balyasny Asset Management LLC | 23,389 | $10.7M | 0.04% | +23,389 | New |
| Exchange Capital Management, Inc. | 23,276 | $10.7M | 2.17% | −118−0.5% | Reduced |
| Country Club Bank | 23,630 | $10.6M | 0.88% | −1,952−7.6% | Reduced |
| Central Bank & Trust Co | 22,109 | $10.1M | 1.80% | +340+1.6% | Added |
| Agf Management Ltd | 21,799 | $9.99M | 0.07% | −528−2.4% | Reduced |
| FMR LLC | 21,547 | $9.88M | 0.00% | +841+4.1% | Added |
| Brown Brothers Harriman & Co | 21,371 | $9.80M | 0.08% | −157−0.7% | Reduced |
| Boston Family Office LLC | 21,298 | $9.76M | 0.78% | −398−1.8% | Reduced |
| Linker Capital Management Inc. | 21,292 | $9.76M | 10.70% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $9.71M | 2.01% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 21,166 | $9.70M | 5.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,920 | $9.59M | 0.05% | −5,288−20.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,710 | $9.49M | 3.22% | −97−0.5% | Reduced |
| Evercore Wealth Management, LLC | 20,663 | $9.47M | 0.19% | −75−0.4% | Reduced |
| Old National Bancorp | 20,421 | $9.36M | 0.29% | −667−3.2% | Reduced |
| Cresset Asset Management, LLC | 20,131 | $9.24M | 0.18% | +472+2.4% | Added |
| jvl associates llc | 20,134 | $9.23M | 4.87% | +191+1.0% | Added |
| Lutz Financial Services LLC | 20,045 | $9.19M | 1.05% | −15−0.1% | Reduced |
| Shapiro Capital Management LLC | 20,000 | $9.17M | 0.23% | +20,000 | New |
| Cetera Advisors LLC | 19,986 | $9.16M | 0.15% | −437−2.1% | Reduced |
| Mechanics Bank Trust Department | 19,756 | $9.06M | 1.52% | −532−2.6% | Reduced |
| Terry L. Blaker | 19,575 | $8.97M | 0.80% | −424−2.1% | Reduced |
| Pegasus Partners Ltd. | 19,373 | $8.88M | 1.41% | −860−4.3% | Reduced |
| BlackRock Inc. | 19,371 | $8.88M | 0.00% | −22,271−53.5% | Reduced |
| Avantax Advisory Services, Inc. | 19,293 | $8.84M | 0.11% | −228−1.2% | Reduced |
| Trifecta Capital Advisors, LLC | 19,202 | $8.80M | 3.10% | +100+0.5% | Added |
| NBT Bank N A | 18,589 | $8.52M | 1.25% | +197+1.1% | Added |
| Grove Bank & Trust | 18,388 | $8.43M | 1.78% | −22−0.1% | Reduced |
| KCM Investment Advisors LLC | 17,853 | $8.18M | 0.33% | +1,172+7.0% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $7.80M | 8.29% | −80−0.5% | Reduced |
| Rhumbline Advisers | 16,900 | $7.75M | 0.01% | −2,295−12.0% | Reduced |
| Capstone Financial Advisors, Inc. | 16,888 | $7.74M | 0.61% | +392+2.4% | Added |
| Credit Suisse AG | 16,820 | $7.71M | 0.01% | −77,098−82.1% | Reduced |
| Fifth Third Bancorp | 16,819 | $7.71M | 0.04% | −158−0.9% | Reduced |
| Boston Financial Mangement LLC | 16,730 | $7.67M | 0.30% | +200+1.2% | Added |
| Tiaa, FSB | 16,603 | $7.61M | 0.03% | −1,901−10.3% | Reduced |
| Legacy Advisors, LLC | 16,587 | $7.60M | 1.40% | −961−5.5% | Reduced |
| Raymond James Trust N.A. | 16,202 | $7.43M | 0.24% | +364+2.3% | Added |
| Telemus Capital, LLC | 16,012 | $7.34M | 0.65% | −409−2.5% | Reduced |
| TKG Advisors, LLC | 15,889 | $7.28M | 4.54% | +455+2.9% | Added |
| Peddock Capital Advisors, LLC | 15,876 | $7.28M | 2.53% | +1,314+9.0% | Added |
| Fifth Third Securities, Inc. | 15,412 | $7.07M | 0.81% | +714+4.9% | Added |
| Cetera Investment Advisers | 15,386 | $7.05M | 0.06% | +115+0.8% | Added |
| Dakota Wealth Management | 15,374 | $7.05M | 0.47% | −809−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,188 | $6.98M | 0.10% | +416+2.8% | Added |
| Palisade Asset Management, LLC | 15,049 | $6.90M | 0.85% | −160−1.1% | Reduced |
| Howard Capital Management Inc. | 14,911 | $6.85M | 1.18% | −126−0.8% | Reduced |
| AE Wealth Management LLC | 14,843 | $6.80M | 0.04% | +816+5.8% | Added |
| Mill Creek Capital Advisors, LLC | 14,713 | $6.74M | 0.25% | +2,758+23.1% | Added |
| G&S Capital LLC | 14,583 | $6.68M | 2.96% | −279−1.9% | Reduced |
| Pacific Center for Financial Services | 14,505 | $6.65M | 2.29% | +14,505 | New |
| Financial & Tax Architects, LLC | 14,390 | $6.60M | 2.17% | −574−3.8% | Reduced |
| Legal & General Group Plc | 14,200 | $6.51M | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 14,143 | $6.48M | 0.10% | +240+1.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,047 | $6.46M | 4.24% | −27−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $6.39M | 2.60% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,921 | $6.38M | 0.07% | −3,186−18.6% | Reduced |
| Unionview, LLC | 13,905 | $6.37M | 5.98% | +83+0.6% | Added |
| Goelzer Investment Management, Inc. | 13,709 | $6.28M | 0.55% | −137−1.0% | Reduced |
| Smith Anglin Financial, LLC | 13,708 | $6.28M | 0.94% | −40.0% | Reduced |
| Wealthspire Advisors, LLC | 13,605 | $6.24M | 0.11% | +2,346+20.8% | Added |
| Chesley Taft & Associates LLC | 13,530 | $6.20M | 0.41% | +121+0.9% | Added |
| Busey Wealth Management | 13,517 | $6.20M | 0.26% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 13,480 | $6.18M | 4.79% | −56−0.4% | Reduced |
| Private Advisor Group, LLC | 13,380 | $6.13M | 0.06% | −110−0.8% | Reduced |