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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 7,101 | $3.26M | 0.93% | −250−3.4% | Reduced |
| EWG Elevate Inc. | 7,094 | $3.25M | 1.39% | +4,471+170.5% | Added |
| Stephenson National Bank & Trust | 7,084 | $3.25M | 2.01% | −82−1.1% | Reduced |
| Bay Rivers Group | 7,073 | $3.24M | 2.83% | +14+0.2% | Added |
| Veracity Capital LLC | 6,907 | $3.17M | 1.46% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 6,864 | $3.15M | 2.62% | +6,864 | New |
| Bailard, Inc. | 6,858 | $3.14M | 0.11% | +80+1.2% | Added |
| Glen Eagle Advisors, LLC | 6,753 | $3.10M | 0.78% | −142−2.1% | Reduced |
| Summit Wealth Partners, LLC | 6,693 | $3.07M | 0.79% | +10.0% | Added |
| Ballentine Partners, LLC | 6,688 | $3.07M | 0.08% | 00.0% | Unchanged |
| GFS Advisors, LLC | 6,600 | $3.03M | 0.70% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 6,467 | $2.96M | 0.20% | −234−3.5% | Reduced |
| Meridian Wealth Management, LLC | 6,438 | $2.95M | 0.26% | −12−0.2% | Reduced |
| Midwest Financial Group LLC | 6,396 | $2.93M | 2.70% | +6,396 | New |
| Bristlecone Advisors, LLC | 6,320 | $2.90M | 0.32% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 6,316 | $2.90M | 1.76% | +491+8.4% | Added |
| Apollon Wealth Management, LLC | 6,307 | $2.89M | 0.18% | +56+0.9% | Added |
| Sepio Capital, LP | 6,300 | $2.89M | 0.27% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,297 | $2.89M | 0.02% | +30.0% | Added |
| CIBC Private Wealth Group, LLC | 16,899 | $2.88M | 0.01% | −1,825−9.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,220 | $2.85M | 2.50% | +230+3.8% | Added |
| Wealthcare Advisory Partners LLC | 6,173 | $2.83M | 0.12% | −1,537−19.9% | Reduced |
| Barber Financial Group, Inc. | 6,140 | $2.81M | 0.50% | +2,161+54.3% | Added |
| Larson Financial Group LLC | 6,118 | $2.80M | 0.30% | −30.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,066 | $2.78M | 0.71% | −33−0.5% | Reduced |
| Audent Global Asset Management, LLC | 6,040 | $2.77M | 3.89% | +1,394+30.0% | Added |
| Naples Global Advisors, LLC | 6,012 | $2.76M | 0.34% | +175+3.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,138 | $2.75M | 1.25% | −299−4.6% | Reduced |
| Pegasus Asset Management, Inc. | 5,944 | $2.72M | 1.35% | −55−0.9% | Reduced |
| Summit Financial, LLC | 5,923 | $2.72M | 0.24% | +207+3.6% | Added |
| Ieq Capital, LLC | 5,854 | $2.68M | 0.06% | +393+7.2% | Added |
| Whalerock Point Partners, LLC | 5,849 | $2.68M | 1.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 5,824 | $2.67M | 1.55% | −410−6.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,803 | $2.66M | 0.03% | +1,773+44.0% | Added |
| Coastline Trust Co | 5,777 | $2.65M | 0.39% | −3−0.1% | Reduced |
| Romano Brothers and Company | 5,768 | $2.64M | 0.41% | −26−0.4% | Reduced |
| IFG Advisory, LLC | 5,755 | $2.64M | 0.25% | −423−6.8% | Reduced |
| Disciplined Investments, LLC | 5,714 | $2.62M | 1.10% | −94−1.6% | Reduced |
| Equitable Holdings, Inc. | 5,687 | $2.61M | 0.04% | −460−7.5% | Reduced |
| Northstar Asset Management LLC | 5,660 | $2.59M | 0.76% | −555−8.9% | Reduced |
| Matrix Asset Advisors Inc | 5,636 | $2.58M | 0.38% | +38+0.7% | Added |
| Lionsbridge Wealth Management LLC | 5,617 | $2.57M | 2.38% | +2,094+59.4% | Added |
| Shoker Investment Counsel, Inc. | 5,607 | $2.57M | 1.12% | +11+0.2% | Added |
| Regents of the University of California | 5,600 | $2.57M | 0.48% | 00.0% | Unchanged |
| Hoylecohen, LLC | 5,543 | $2.54M | 0.24% | −266−4.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,524 | $2.53M | 0.85% | −214−3.7% | Reduced |
| Flow Traders U.S. LLC | 5,505 | $2.52M | 0.10% | +5,505 | New |
| Riggs Asset Managment Co. Inc. | 5,458 | $2.50M | 0.97% | +2,747+101.3% | Added |
| Private Trust Co NA | 5,380 | $2.47M | 0.34% | −75−1.4% | Reduced |
| Argent Trust Co | 5,309 | $2.43M | 0.15% | −12−0.2% | Reduced |
| Global Retirement Partners, LLC | 5,247 | $2.35M | 0.12% | −20.0% | Reduced |
| Joel Isaacson & Co., LLC | 5,060 | $2.32M | 0.17% | +6+0.1% | Added |
| Baron Financial Group, LLC | 5,059 | $2.32M | 1.47% | −174−3.3% | Reduced |
| HRT Financial LP | 5,050 | $2.31M | 0.03% | −20,167−80.0% | Reduced |
| Winthrop Advisory Group LLC | 5,020 | $2.31M | 0.41% | −10−0.2% | Reduced |
| Tower View Investment Management & Research LLC | 4,993 | $2.29M | 1.54% | +97+2.0% | Added |
| Gilman Hill Asset Management, LLC | 4,968 | $2.28M | 0.46% | +5+0.1% | Added |
| Fiduciary Trust Co | 4,967 | $2.28M | 0.04% | −120−2.4% | Reduced |
| Vanguard Group Inc | 4,937 | $2.26M | 0.00% | +4,937 | New |
| Spinnaker Trust | 4,932 | $2.26M | 0.17% | −10.0% | Reduced |
| Diversified Trust Co | 4,897 | $2.24M | 0.09% | −92−1.8% | Reduced |
| Courier Capital LLC | 4,857 | $2.23M | 0.25% | +172+3.7% | Added |
| Asset Management Group, Inc. | 4,805 | $2.20M | 0.49% | −40−0.8% | Reduced |
| JMG Financial Group, Ltd. | 4,720 | $2.16M | 0.11% | −48−1.0% | Reduced |
| New England Private Wealth Advisors LLC | 4,718 | $2.16M | 0.44% | +10.0% | Added |
| Connecticut Wealth Management, LLC | 4,613 | $2.11M | 0.16% | −233−4.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,610 | $2.11M | 0.73% | −268−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 4,459 | $2.11M | 0.02% | +209+4.9% | Added |
| West Paces Advisors Inc. | 4,562 | $2.09M | 0.65% | −225−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,540 | $2.08M | 0.04% | −35−0.8% | Reduced |
| Johnson Financial Group, Inc. | 4,526 | $2.08M | 0.15% | −8−0.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,514 | $2.07M | 1.24% | −43−0.9% | Reduced |
| Waterloo Capital, L.P. | 4,501 | $2.06M | 0.64% | +4,501 | New |
| Element Pointe Advisors, LLC | 4,500 | $2.06M | 0.69% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $2.06M | 1.59% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,494 | $2.06M | 0.12% | +363+8.8% | Added |
| Harbor Advisory Corp | 4,478 | $2.05M | 0.78% | 00.0% | Unchanged |
| Putnam Investments LLC | 4,477 | $2.05M | 0.00% | +1,548+52.9% | Added |
| Leavell Investment Management, Inc. | 4,431 | $2.04M | 0.15% | +600+15.7% | Added |
| J.W. Cole Advisors, Inc. | 4,427 | $2.03M | 0.14% | −3,077−41.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,416 | $2.02M | 0.11% | −27−0.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,501 | $2.02M | 2.16% | −81−1.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,349 | $1.99M | 0.71% | −9−0.2% | Reduced |
| Sunflower Bank, N.A. | 4,326 | $1.98M | 0.45% | −32−0.7% | Reduced |
| Private Asset Management Inc | 4,311 | $1.98M | 0.33% | −236−5.2% | Reduced |
| Soltis Investment Advisors LLC | 4,288 | $1.97M | 0.25% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,271 | $1.96M | 1.46% | +16+0.4% | Added |
| Financial Architects, Inc | 4,259 | $1.95M | 0.31% | −61−1.4% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $1.93M | 0.08% | 00.0% | Unchanged |
| Wade G W & Inc | 4,199 | $1.93M | 0.07% | +19+0.5% | Added |
| Braun Stacey Associates Inc | 4,166 | $1.91M | 0.05% | +2,401+136.0% | Added |
| Cambridge Advisors Inc. | 4,159 | $1.91M | 0.49% | −51−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,157 | $1.91M | 0.05% | +405+10.8% | Added |
| Transatlantique Private Wealth LLC | 4,155 | $1.90M | 1.05% | +360+9.5% | Added |
| Cambridge Trust Co | 4,149 | $1.90M | 0.09% | −108−2.5% | Reduced |
| Venturi Wealth Management, LLC | 4,147 | $1.90M | 0.16% | +100+2.5% | Added |
| Northern Oak Wealth Management Inc | 4,120 | $1.89M | 0.23% | 00.0% | Unchanged |
| Umb Bank N A | 4,105 | $1.88M | 0.03% | +20+0.5% | Added |
| Revolve Wealth Partners, LLC | 4,080 | $1.87M | 0.48% | −50−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 4,060 | $1.86M | 0.23% | −9−0.2% | Reduced |