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 |
|---|---|---|---|---|---|
| Woodstock Corp | 4,016 | $1.84M | 0.23% | +605+17.7% | Added |
| Delta Financial Group, Inc. | 4,006 | $1.84M | 0.72% | +185+4.8% | Added |
| Penobscot Investment Management Company, Inc. | 4,004 | $1.84M | 0.32% | −38−0.9% | Reduced |
| Signature Securities Group Corporation | 3,994 | $1.83M | 0.67% | −82−2.0% | Reduced |
| Northwest Bancshares, Inc. | 3,992 | $1.83M | 0.35% | −300−7.0% | Reduced |
| Merit Financial Group, LLC | 3,965 | $1.82M | 0.07% | −140−3.4% | Reduced |
| Focus Financial Network, Inc. | 3,867 | $1.78M | 0.11% | −15−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,875 | $1.78M | 0.66% | +4+0.1% | Added |
| Intelligent Financial Strategies | 3,843 | $1.76M | 1.38% | +5+0.1% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.76M | 0.14% | 00.0% | Unchanged |
| Jordan Park Group LLC | 3,810 | $1.75M | 0.11% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,788 | $1.74M | 0.55% | −134−3.4% | Reduced |
| Sentinel Trust Co Lba | 3,784 | $1.74M | 0.25% | +1,544+68.9% | Added |
| Old Second National Bank of Aurora | 3,773 | $1.73M | 0.50% | −70−1.8% | Reduced |
| Nixon Peabody Trust Co | 3,768 | $1.73M | 1.21% | −502−11.8% | Reduced |
| Clientfirst Wealth Management, LLC | 3,789 | $1.72M | 2.29% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,741 | $1.71M | 0.45% | −77−2.0% | Reduced |
| Lowe Wealth Advisors, LLC | 3,740 | $1.71M | 0.92% | +15+0.4% | Added |
| XML Financial, LLC | 3,735 | $1.71M | 0.21% | −83−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,708 | $1.70M | 0.18% | +637+20.7% | Added |
| Investment Advisory Group, LLC | 3,679 | $1.69M | 0.97% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,655 | $1.68M | 0.91% | −50−1.3% | Reduced |
| Darrow Company, Inc. | 3,635 | $1.67M | 1.55% | −258−6.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,610 | $1.65M | 0.66% | +10.0% | Added |
| NorthRock Partners, LLC | 3,606 | $1.65M | 0.18% | −391−9.8% | Reduced |
| TSFG, LLC | 3,603 | $1.65M | 0.61% | −30−0.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,590 | $1.65M | 0.60% | −72−2.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,550 | $1.63M | 0.21% | +750+26.8% | Added |
| Kingfisher Capital LLC | 3,544 | $1.62M | 0.43% | +9+0.3% | Added |
| Advisory Services Network, LLC | 3,533 | $1.62M | 0.04% | +166+4.9% | Added |
| Lindbrook Capital, LLC | 3,511 | $1.61M | 0.19% | −12−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,498 | $1.60M | 0.07% | −6−0.2% | Reduced |
| Breakwater Capital Group | 3,492 | $1.60M | 0.67% | −177−4.8% | Reduced |
| Spire Wealth Management | 3,467 | $1.59M | 0.06% | +837+31.8% | Added |
| SOA Wealth Advisors, LLC. | 3,465 | $1.59M | 0.39% | +3+0.1% | Added |
| Meridian Financial, LLC | 3,453 | $1.58M | 1.54% | −50−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 3,419 | $1.57M | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.57M | 0.25% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,410 | $1.56M | 0.59% | −149−4.2% | Reduced |
| Tiemann Investment Advisors, LLC | 3,406 | $1.56M | 0.85% | −220−6.1% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.56M | 0.36% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,396 | $1.56M | 0.05% | −65−1.9% | Reduced |
| Oxford Financial Group Ltd | 3,378 | $1.55M | 0.17% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.55M | 0.33% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,374 | $1.55M | 0.14% | +1,895+128.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,372 | $1.55M | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,370 | $1.54M | 0.22% | −348−9.4% | Reduced |
| Centaurus Financial, Inc. | 3,341 | $1.53M | 0.12% | +2,438+270.0% | Added |
| Belpointe Asset Management LLC | 3,334 | $1.53M | 0.08% | −499−13.0% | Reduced |
| PFG Advisors | 3,329 | $1.53M | 0.13% | +288+9.5% | Added |
| Regions Financial Corp | 3,301 | $1.51M | 0.01% | +752+29.5% | Added |
| Graypoint LLC | 3,293 | $1.51M | 0.16% | −367−10.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,266 | $1.50M | 1.18% | −51−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,249 | $1.49M | 0.41% | −900−21.7% | Reduced |
| First Citizens Bank & Trust Co | 3,237 | $1.48M | 0.03% | −1,763−35.3% | Reduced |
| Crescent Sterling, Ltd. | 3,210 | $1.47M | 1.43% | +3,210 | New |
| Baker Avenue Asset Management, LP | 3,184 | $1.46M | 0.08% | +470+17.3% | Added |
| Buckingham Strategic Partners | 3,180 | $1.46M | 0.09% | −1,314−29.2% | Reduced |
| Sage Financial Management Group, Inc. | 3,176 | $1.46M | 1.17% | −1,473−31.7% | Reduced |
| Change Path, LLC | 3,165 | $1.45M | 0.07% | +160+5.3% | Added |
| EverSource Wealth Advisors, LLC | 3,147 | $1.44M | 0.18% | +469+17.5% | Added |
| Horizon Investments, LLC | 3,139 | $1.44M | 0.04% | −517−14.1% | Reduced |
| Paulson Wealth Management Inc. | 3,118 | $1.43M | 0.64% | +440+16.4% | Added |
| Wesbanco Bank Inc | 3,096 | $1.42M | 0.06% | −136−4.2% | Reduced |
| United Bank | 3,095 | $1.42M | 0.18% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,105 | $1.41M | 0.02% | +191+6.6% | Added |
| Aspiriant, LLC | 3,076 | $1.41M | 0.07% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 3,073 | $1.41M | 0.73% | +54+1.8% | Added |
| Bremer Bank National Association | 3,070 | $1.41M | 0.27% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,055 | $1.40M | 0.08% | +30+1.0% | Added |
| Bank of Stockton | 3,048 | $1.40M | 0.49% | −1,525−33.3% | Reduced |
| Coyle Financial Counsel LLC | 3,024 | $1.39M | 0.64% | −315−9.4% | Reduced |
| Avantax Planning Partners, Inc. | 3,008 | $1.38M | 0.06% | −44−1.4% | Reduced |
| L.M. Kohn & Company | 3,001 | $1.38M | 0.57% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,000 | $1.38M | 0.00% | +3,000 | New |
| Manchester Capital Management LLC | 2,928 | $1.34M | 0.18% | 00.0% | Unchanged |
| Proequities, Inc. | 2,896 | $1.33M | 0.10% | +2,689+1,299.0% | Added |
| Colony Group LLC | 2,857 | $1.31M | 0.02% | −29,590−91.2% | Reduced |
| EP Wealth Advisors, LLC | 16,177 | $1.30M | 0.03% | +7,292+82.1% | Added |
| Advus Financial Partners, LLC | 2,834 | $1.30M | 0.72% | −34−1.2% | Reduced |
| Tiedemann Advisors, LLC | 2,831 | $1.30M | 0.06% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,837 | $1.30M | 0.39% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,821 | $1.29M | 0.06% | −415−12.8% | Reduced |
| Osborne Partners Capital Management, LLC | 2,793 | $1.28M | 0.09% | −17−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 2,793 | $1.28M | 0.24% | +160+6.1% | Added |
| Patriot Investment Management Inc. | 2,788 | $1.28M | 0.11% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.27M | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,742 | $1.26M | 0.03% | −655−19.3% | Reduced |
| International Assets Investment Management, LLC | 2,726 | $1.25M | 0.18% | −194−6.6% | Reduced |
| GEM Asset Management, LLC | 2,722 | $1.25M | 1.01% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 2,709 | $1.24M | 0.03% | −5−0.2% | Reduced |
| Watershed Private Wealth LLC | 2,707 | $1.24M | 0.84% | +17+0.6% | Added |
| Coldstream Capital Management Inc | 2,690 | $1.23M | 0.04% | +1,178+77.9% | Added |
| Deutsche Bank AG | 2,671 | $1.22M | 0.00% | −19−0.7% | Reduced |
| Greenleaf Trust | 2,634 | $1.21M | 0.01% | −213−7.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,628 | $1.20M | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 2,618 | $1.20M | 0.02% | +209+8.7% | Added |
| TCTC Holdings, LLC | 2,597 | $1.19M | 0.05% | +559+27.4% | Added |
| SOL Capital Management CO | 2,540 | $1.16M | 0.19% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,529 | $1.16M | 0.10% | 00.0% | Unchanged |