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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 2,503 | $1.15M | 0.16% | −219−8.0% | Reduced |
| Montecito Bank & Trust | 2,502 | $1.15M | 0.27% | +146+6.2% | Added |
| TD Private Client Wealth LLC | 2,499 | $1.15M | 0.05% | −137−5.2% | Reduced |
| CIC Wealth, LLC | 2,492 | $1.14M | 0.43% | −84−3.3% | Reduced |
| CX Institutional | 2,472 | $1.13M | 0.06% | 00.0% | Unchanged |
| Providence First Trust Co | 2,462 | $1.13M | 0.65% | +713+40.8% | Added |
| Middleton & Co Inc | 2,461 | $1.13M | 0.16% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,460 | $1.13M | 0.44% | −98−3.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,449 | $1.12M | 0.67% | −609−19.9% | Reduced |
| Harvest Investment Services, LLC | 2,448 | $1.12M | 0.87% | −2,184−47.2% | Reduced |
| North Star Investment Management Corp. | 2,432 | $1.12M | 0.09% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,415 | $1.11M | 0.10% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,399 | $1.10M | 0.04% | +2,399 | New |
| Cozad Asset Management Inc | 2,403 | $1.10M | 0.15% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,396 | $1.10M | 0.10% | +38+1.6% | Added |
| RFG Advisory, LLC | 2,390 | $1.10M | 0.05% | −16−0.7% | Reduced |
| Howe & Rusling Inc | 2,380 | $1.09M | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,351 | $1.06M | 0.45% | +1,557+196.1% | Added |
| CIBC World Markets Inc. | 2,281 | $1.05M | 0.00% | −1,867−45.0% | Reduced |
| Truepoint, Inc. | 2,281 | $1.05M | 0.04% | −10.0% | Reduced |
| We Are One Seven, LLC | 2,266 | $1.04M | 0.07% | +297+15.1% | Added |
| 9258 Wealth Management, LLC | 2,254 | $1.03M | 0.21% | −91−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,250 | $1.03M | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,242 | $1.03M | 0.04% | +2,242 | New |
| Zhang Financial LLC | 2,228 | $1.02M | 0.12% | +21+1.0% | Added |
| LBMC Investment Advisors, LLC | 2,220 | $1.02M | 0.10% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,209 | $1.01M | 0.12% | +8+0.4% | Added |
| HM Payson & Co | 2,202 | $1.01M | 0.02% | +160+7.8% | Added |
| Wedbush Securities Inc | 2,200 | $1.01M | 0.05% | +314+16.6% | Added |
| Viawealth, LLC | 2,193 | $1.01M | 0.80% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 2,192 | $1.00M | 0.76% | −32−1.4% | Reduced |
| First Western Trust Bank | 2,191 | $1.00M | 0.05% | −170−7.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $995.2K | 0.12% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,170 | $994.8K | 0.51% | +2,170 | New |
| Warner Financial, Inc | 2,160 | $990.0K | 0.69% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 2,146 | $983.5K | 0.05% | −1,531−41.6% | Reduced |
| STAR Financial Bank | 2,144 | $982.8K | 0.96% | −311−12.7% | Reduced |
| Congress Wealth Management LLC | 2,123 | $973.4K | 0.02% | −191−8.3% | Reduced |
| Frank, Rimerman Advisors LLC | 2,097 | $961.5K | 0.27% | +183+9.6% | Added |
| Beacon Financial Advisory LLC | 2,097 | $961.3K | 0.61% | +33+1.6% | Added |
| NCM Capital Management, LLC | 2,088 | $957.0K | 0.72% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $949.8K | 0.29% | −50−2.4% | Reduced |
| Glassman Wealth Services | 2,049 | $939.3K | 0.16% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,032 | $931.5K | 0.10% | 00.0% | Unchanged |
| Rockland Trust Co | 2,027 | $929.2K | 0.06% | −41−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,053 | $924.9K | 0.39% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,012 | $922.3K | 0.04% | −77−3.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,999 | $916.5K | 0.30% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,978 | $906.7K | 0.04% | −129−6.1% | Reduced |
| Scotia Capital Inc. | 1,964 | $900.6K | 0.01% | +564+40.3% | Added |
| ZRC Wealth Management, LLC | 1,948 | $893.2K | 0.82% | +1,948 | New |
| Bill Few Associates, Inc. | 1,946 | $892.1K | 0.50% | 00.0% | Unchanged |
| White Pine Investment CO | 1,934 | $887.0K | 0.32% | +193+11.1% | Added |
| Altfest L J & Co Inc | 1,932 | $886.0K | 0.14% | −6,809−77.9% | Reduced |
| Essex Financial Services, Inc. | 1,930 | $884.7K | 0.09% | −18−0.9% | Reduced |
| Moors & Cabot, Inc. | 1,929 | $884.3K | 0.06% | −18−0.9% | Reduced |
| Lynch & Associates | 1,928 | $883.8K | 0.23% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,915 | $877.7K | 0.63% | +6+0.3% | Added |
| Omega Financial Group, LLC | 1,912 | $876.4K | 0.40% | +2+0.1% | Added |
| Tompkins Financial Corp | 1,904 | $872.8K | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,901 | $871.4K | 0.01% | −21−1.1% | Reduced |
| Parcion Private Wealth LLC | 1,899 | $870.5K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,893 | $870.0K | 0.05% | +100+5.6% | Added |
| Private Wealth Group, LLC | 1,887 | $865.0K | 1.19% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,879 | $861.4K | 0.38% | −30−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 1,843 | $844.9K | 0.07% | +67+3.8% | Added |
| Independent Financial Group, LLC | 1,841 | $844.1K | 0.07% | −620−25.2% | Reduced |
| M. Kraus & Co | 1,841 | $843.9K | 0.30% | −23−1.2% | Reduced |
| BancorpSouth Bank | 1,826 | $837.1K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,824 | $836.0K | 0.32% | −78−4.1% | Reduced |
| First Heartland Consultants, Inc. | 1,815 | $832.3K | 0.13% | +377+26.2% | Added |
| Bradley Foster & Sargent Inc | 1,815 | $832.0K | 0.02% | −62−3.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,815 | $829.7K | 0.22% | +2+0.1% | Added |
| InTrack Investment Management Inc | 1,841 | $829.4K | 0.76% | +323+21.3% | Added |
| LaSalle St. Investment Advisors, LLC | 1,809 | $829.0K | 0.37% | +6+0.3% | Added |
| Zions Bancorporation, N.A. | 1,798 | $824.2K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 1,790 | $820.6K | 0.37% | −35−1.9% | Reduced |
| Baldwin Brothers Inc | 1,782 | $816.9K | 0.07% | +128+7.7% | Added |
| Bleakley Financial Group, LLC | 1,778 | $815.2K | 0.03% | −34−1.9% | Reduced |
| Sawtooth Solutions, LLC | 1,778 | $815.2K | 0.02% | +1,778 | New |
| Evanson Asset Management, LLC | 1,773 | $812.7K | 0.08% | +6+0.3% | Added |
| Dana Investment Advisors, Inc. | 1,767 | $810.1K | 0.04% | +2+0.1% | Added |
| Journey Advisory Group, LLC | 1,748 | $801.3K | 0.13% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,746 | $800.3K | 0.04% | −1,790−50.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,735 | $797.6K | 0.17% | −10−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 1,727 | $791.7K | 0.03% | −197−10.2% | Reduced |
| D.A. Davidson & Co. | 1,698 | $778.6K | 0.01% | −39−2.2% | Reduced |
| Arkadios Wealth Advisors | 1,675 | $767.8K | 0.09% | −14−0.8% | Reduced |
| Parsons Capital Management Inc | 1,666 | $763.7K | 0.06% | −128−7.1% | Reduced |
| Legacy Private Trust Co. | 1,666 | $763.7K | 0.07% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $758.7K | 0.10% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,648 | $755.5K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,634 | $751.0K | 0.03% | −32−1.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $749.0K | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,633 | $748.6K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,610 | $738.1K | 0.07% | +1,610 | New |
| River Wealth Advisors LLC | 1,607 | $736.9K | 0.13% | −20−1.2% | Reduced |
| Gator Capital Management, LLC | 1,607 | $736.7K | 0.57% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,605 | $735.7K | 0.09% | +1+0.1% | Added |
| Andrews, Lucia Wealth Management LLC | 1,604 | $735.2K | 0.65% | +1+0.1% | Added |