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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 13,364 | $6.13M | 1.53% | −1,267−8.7% | Reduced |
| Community Bank, N.A. | 13,093 | $6.00M | 0.81% | −190−1.4% | Reduced |
| Montz Harcus Wealth Management LLC | 13,041 | $5.98M | 5.52% | −81−0.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 12,994 | $5.96M | 1.11% | +12,994 | New |
| Staley Capital Advisers Inc | 12,767 | $5.85M | 0.33% | +61+0.5% | Added |
| CWM, LLC | 12,617 | $5.78M | 0.04% | +3,801+43.1% | Added |
| Franklin Resources Inc | 12,490 | $5.73M | 0.00% | +165+1.3% | Added |
| Lincoln National Corp | 12,403 | $5.69M | 0.12% | +29+0.2% | Added |
| Financial Engines Advisors L.L.C. | 12,246 | $5.63M | 0.01% | −1,296−9.6% | Reduced |
| RMR Wealth Builders | 12,185 | $5.59M | 1.06% | −77−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 12,045 | $5.52M | 0.22% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,967 | $5.49M | 0.20% | −36−0.3% | Reduced |
| Retirement Income Solutions, Inc | 11,929 | $5.47M | 1.59% | −493−4.0% | Reduced |
| Sand Hill Global Advisors, LLC | 11,888 | $5.45M | 0.29% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 11,655 | $5.34M | 2.59% | +85+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,641 | $5.34M | 0.72% | +125+1.1% | Added |
| Bokf, NA | 11,497 | $5.27M | 0.11% | −3,590−23.8% | Reduced |
| Diversified Portfolios, Inc. | 11,344 | $5.20M | 1.16% | +906+8.7% | Added |
| Peak Asset Management, LLC | 11,240 | $5.15M | 1.26% | −130−1.1% | Reduced |
| Balboa Wealth Partners | 11,161 | $5.12M | 1.93% | +1,954+21.2% | Added |
| Journey Strategic Wealth LLC | 11,152 | $5.11M | 0.54% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,146 | $5.11M | 3.02% | −40−0.4% | Reduced |
| Oppenheimer & Co Inc | 11,059 | $5.07M | 0.11% | +688+6.6% | Added |
| Highland Capital Management, LLC | 11,038 | $5.06M | 0.37% | +3,325+43.1% | Added |
| Latigo Investments, LLC | 10,962 | $5.03M | 3.61% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 10,962 | $5.03M | 3.61% | +10,962 | New |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $4.93M | 0.44% | +428+4.1% | Added |
| Central Trust Co | 10,654 | $4.88M | 0.14% | −86−0.8% | Reduced |
| Associated Banc-Corp | 10,654 | $4.88M | 0.20% | +381+3.7% | Added |
| Adirondack Trust Co | 10,644 | $4.88M | 2.47% | −311−2.8% | Reduced |
| RVW Wealth, LLC | 10,601 | $4.86M | 0.60% | −169−1.6% | Reduced |
| Bank of New Hampshire | 10,594 | $4.86M | 1.46% | −1,506−12.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,485 | $4.81M | 0.52% | −24−0.2% | Reduced |
| Savant Capital, LLC | 10,381 | $4.76M | 0.09% | +363+3.6% | Added |
| Firestone Capital Management | 10,380 | $4.76M | 1.71% | −141−1.3% | Reduced |
| Lodestar Private Asset Management LLC | 10,351 | $4.75M | 0.85% | −157−1.5% | Reduced |
| Motco | 10,332 | $4.74M | 0.32% | −806−7.2% | Reduced |
| Bridgeworth, LLC | 10,309 | $4.73M | 0.60% | −60−0.6% | Reduced |
| Gries Financial LLC | 10,253 | $4.70M | 1.39% | −48−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 10,201 | $4.68M | 0.67% | −459−4.3% | Reduced |
| Verition Fund Management LLC | 10,198 | $4.67M | 0.07% | +5,888+136.6% | Added |
| Mayflower Financial Advisors, LLC | 10,196 | $4.67M | 0.61% | −90−0.9% | Reduced |
| Bank of Nova Scotia | 10,186 | $4.67M | 0.01% | −7,379−42.0% | Reduced |
| Flputnam Investment Management Co | 10,135 | $4.65M | 0.15% | −15−0.1% | Reduced |
| HB Wealth Management, LLC | 10,098 | $4.63M | 0.08% | +164+1.7% | Added |
| Callan Family Office, LLC | 10,096 | $4.63M | 1.12% | +2,259+28.8% | Added |
| Coco Enterprises, LLC | 65,179 | $4.60M | 3.68% | +1,717+2.7% | Added |
| RBF Capital, LLC | 10,000 | $4.58M | 0.33% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,953 | $4.56M | 0.34% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,900 | $4.54M | 0.01% | +4,696+90.2% | Added |
| Raffa Wealth Management, LLC | 9,834 | $4.51M | 1.64% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,803 | $4.51M | 0.51% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,784 | $4.49M | 1.51% | +9,784 | New |
| One + One Wealth Management, LLC | 9,709 | $4.45M | 3.16% | +983+11.3% | Added |
| Clear Creek Financial Management, LLC | 9,609 | $4.40M | 0.84% | +7,560+369.0% | Added |
| Intrepid Financial Planning Group LLC | 9,596 | $4.40M | 2.22% | −594−5.8% | Reduced |
| Csenge Advisory Group | 9,589 | $4.40M | 0.32% | +4,613+92.7% | Added |
| Synovus Financial Corp | 9,483 | $4.35M | 0.05% | −515−5.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,468 | $4.34M | 0.61% | −435−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,452 | $4.33M | 0.07% | −299−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.33M | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,275 | $4.25M | 0.23% | +295+3.3% | Added |
| United Capital Financial Advisers, LLC | 9,121 | $4.18M | 0.02% | −150−1.6% | Reduced |
| Sonata Capital Group Inc | 9,044 | $4.15M | 2.24% | +30.0% | Added |
| Mercer Global Advisors Inc | 9,037 | $4.14M | 0.02% | −40−0.4% | Reduced |
| Allworth Financial LP | 8,949 | $4.10M | 0.04% | +11+0.1% | Added |
| Haverford Trust Co | 8,888 | $4.07M | 0.05% | +5,176+139.4% | Added |
| Evensky & Katz LLC | 8,818 | $4.04M | 0.33% | +378+4.5% | Added |
| Modera Wealth Management, LLC | 8,655 | $3.97M | 0.15% | −1,183−12.0% | Reduced |
| Salomon & Ludwin, LLC | 8,561 | $3.92M | 0.47% | +32+0.4% | Added |
| Court Place Advisors, LLC | 8,495 | $3.89M | 1.41% | −118−1.4% | Reduced |
| Keybank National Association | 8,423 | $3.86M | 0.02% | +878+11.6% | Added |
| Granite FO LLC | 8,484 | $3.86M | 2.38% | +12+0.1% | Added |
| Highview Capital Management LLC | 8,367 | $3.84M | 2.22% | −172−2.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,330 | $3.82M | 1.96% | −277−3.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,315 | $3.81M | 0.14% | +125+1.5% | Added |
| Segment Wealth Management, LLC | 8,283 | $3.80M | 0.43% | −20−0.2% | Reduced |
| AMG National Trust Bank | 8,207 | $3.76M | 0.13% | +7+0.1% | Added |
| Barrett & Company, Inc. | 8,187 | $3.75M | 2.39% | +61+0.8% | Added |
| Wolverine Trading, LLC | 8,198 | $3.69M | 0.11% | +1,466+21.8% | Added |
| CMG Global Holdings, LLC | 8,043 | $3.69M | 3.34% | −54−0.7% | Reduced |
| GenTrust, LLC | 7,974 | $3.67M | 0.26% | −460−5.5% | Reduced |
| Davis R M Inc | 7,968 | $3.65M | 0.09% | −70−0.9% | Reduced |
| Madison Asset Management, LLC | 7,957 | $3.65M | 0.06% | −13,210−62.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,927 | $3.63M | 0.08% | −218−2.7% | Reduced |
| Renaissance Investment Group LLC | 7,888 | $3.62M | 1.02% | −83−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 7,852 | $3.60M | 0.04% | +4+0.1% | Added |
| Chilton Investment Co LLC | 7,773 | $3.56M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,743 | $3.56M | 0.09% | −65−0.8% | Reduced |
| Connolly Sarah T. | 7,718 | $3.54M | 2.24% | −1,243−13.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,710 | $3.53M | 2.19% | +20.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,684 | $3.52M | 1.92% | −50−0.6% | Reduced |
| Avalon Investment & Advisory | 7,594 | $3.48M | 0.10% | +671+9.7% | Added |
| Stock Yards Bank & Trust Co | 7,556 | $3.46M | 0.13% | −31−0.4% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $3.44M | 1.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,438 | $3.41M | 0.08% | +576+8.4% | Added |
| Wetherby Asset Management Inc | 7,384 | $3.38M | 0.20% | −10−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,316 | $3.35M | 0.29% | +203+2.9% | Added |
| Ti-Trust, Inc | 7,308 | $3.35M | 3.15% | +219+3.1% | Added |
| Insigneo Advisory Services, LLC | 7,199 | $3.31M | 1.05% | +1,385+23.8% | Added |