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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 1,599 | $733.1K | 0.12% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,596 | $731.8K | 0.57% | −87−5.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,593 | $730.2K | 0.06% | +21+1.3% | Added |
| American Money Management, LLC | 1,584 | $726.1K | 0.19% | −1−0.1% | Reduced |
| Blue Barn Wealth, LLC | 1,578 | $723.5K | 0.45% | −13−0.8% | Reduced |
| RTD Financial Advisors, Inc. | 1,570 | $719.7K | 0.11% | −23−1.4% | Reduced |
| Valmark Advisers, Inc. | 1,556 | $713.5K | 0.02% | +62+4.1% | Added |
| Cassaday & Co Wealth Management LLC | 1,546 | $708.7K | 0.03% | −12−0.8% | Reduced |
| Vista Investment Management | 1,546 | $708.7K | 0.37% | −4−0.3% | Reduced |
| VeraBank, N.A. | 1,545 | $708.2K | 0.33% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,543 | $707.3K | 0.56% | −22−1.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,529 | $700.9K | 0.14% | +29+1.9% | Added |
| InterOcean Capital Group, LLC | 1,528 | $700.5K | 0.02% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,526 | $699.5K | 0.63% | +162+11.9% | Added |
| Acorn Wealth Advisors, LLC | 1,525 | $698.9K | 0.52% | −34−2.2% | Reduced |
| Bank of Hawaii | 1,510 | $692.2K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $688.5K | 0.33% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,491 | $683.5K | 0.55% | +346+30.2% | Added |
| Baker Tilly Wealth Management, LLC | 1,491 | $683.5K | 0.08% | +810+118.9% | Added |
| Flynn Zito Capital Management, LLC | 1,486 | $681.3K | 0.49% | −326−18.0% | Reduced |
| Brighton Jones LLC | 1,484 | $680.3K | 0.04% | +228+18.2% | Added |
| Orgel Wealth Management, LLC | 1,484 | $680.3K | 0.02% | −1−0.1% | Reduced |
| Sentinus, LLC | 1,476 | $676.6K | 0.23% | +1,476 | New |
| Quadrant Capital Group LLC | 1,469 | $673.4K | 0.07% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,465 | $672.0K | 0.05% | +546+59.4% | Added |
| Evoke Wealth, LLC | 1,452 | $667.2K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,451 | $665.0K | 0.46% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,437 | $658.5K | 0.07% | +450+45.6% | Added |
| Hohimer Wealth Management, LLC | 1,435 | $657.8K | 0.19% | −147−9.3% | Reduced |
| McGuire Investment Group, LLC | 1,417 | $649.6K | 0.13% | 00.0% | Unchanged |
| Park National Corp | 1,409 | $645.9K | 0.03% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $643.1K | 0.20% | −38−2.6% | Reduced |
| Lam Group, Inc. | 1,400 | $641.8K | 0.63% | 00.0% | Unchanged |
| Leisure Capital Management | 1,396 | $639.9K | 0.37% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,389 | $636.7K | 0.03% | −22−1.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,412 | $636.0K | 0.17% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $632.6K | 0.24% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,369 | $626.0K | 0.47% | −5−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,360 | $623.4K | 0.01% | −27−1.9% | Reduced |
| Round Rock Advisors, LLC | 1,354 | $620.7K | 0.24% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,354 | $620.7K | 0.62% | +50+3.8% | Added |
| Quadrant Private Wealth Management, LLC | 1,345 | $618.5K | 0.19% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,353 | $617.1K | 0.08% | +1+0.1% | Added |
| Halpern Financial, Inc. | 1,343 | $615.4K | 0.22% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,375 | $613.8K | 0.09% | +1,375 | New |
| Foundations Investment Advisors, LLC | 1,322 | $606.0K | 0.02% | +417+46.1% | Added |
| Neumann Capital Management, LLC | 1,320 | $605.1K | 0.27% | −250−15.9% | Reduced |
| Ellerson Group Inc | 1,312 | $601.4K | 0.65% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,309 | $599.9K | 0.14% | +133+11.3% | Added |
| TCI Wealth Advisors, Inc. | 1,301 | $596.4K | 0.08% | +1,224+1,589.6% | Added |
| Sanders Morris Harris LLC | 1,300 | $595.9K | 0.21% | +1,300 | New |
| Schrum Private Wealth Management LLC | 1,298 | $595.2K | 0.69% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,286 | $589.3K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,283 | $588.1K | 0.42% | −33−2.5% | Reduced |
| GSB Wealth Management, LLC | 1,275 | $584.5K | 0.19% | +1,275 | New |
| CCG Wealth Management, LLC | 1,272 | $583.1K | 0.39% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,295 | $582.3K | 0.05% | +582+81.6% | Added |
| McIlrath & Eck, LLC | 1,266 | $580.4K | 0.14% | −57−4.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,255 | $575.3K | 0.02% | −844−40.2% | Reduced |
| Manhattan West Asset Management, LLC | 1,255 | $575.3K | 0.25% | +655+109.2% | Added |
| Smithfield Trust Co | 1,250 | $574.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $572.0K | 0.13% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,247 | $572.0K | 0.00% | +447+55.9% | Added |
| Wealth Advisors, Inc. | 1,249 | $569.9K | 0.27% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,235 | $566.0K | 0.27% | −30−2.4% | Reduced |
| Western Wealth Management, LLC | 1,233 | $565.2K | 0.05% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,229 | $563.4K | 0.08% | +762+163.2% | Added |
| Nicollet Investment Management, Inc. | 1,228 | $563.0K | 0.29% | +1+0.1% | Added |
| Roberts Glore & Co Inc | 1,226 | $562.0K | 0.19% | −35−2.8% | Reduced |
| BLB&B Advisors, LLC | 1,218 | $558.3K | 0.04% | −2−0.2% | Reduced |
| Thompson Davis & Co., Inc. | 1,215 | $557.0K | 0.73% | +45+3.8% | Added |
| Independent Advisor Alliance | 1,200 | $550.1K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,201 | $549.7K | 0.01% | +208+20.9% | Added |
| Kaydan Wealth Management, Inc. | 1,197 | $548.7K | 0.22% | −16−1.3% | Reduced |
| Private Ocean, LLC | 1,197 | $548.5K | 0.07% | −20−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,194 | $547.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,193 | $547.0K | 0.13% | −79−6.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $546.0K | 0.06% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,185 | $543.2K | 0.37% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,217 | $540.8K | 0.62% | +183+17.7% | Added |
| WealthPLAN Partners, LLC | 1,177 | $539.5K | 0.06% | +315+36.5% | Added |
| StoneX Group Inc. | 1,171 | $537.7K | 0.06% | +327+38.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $535.0K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,164 | $533.5K | 0.03% | −24−2.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $531.8K | 0.18% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,150 | $527.4K | 0.32% | −10−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $526.7K | 0.25% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,144 | $524.4K | 0.13% | −200−14.9% | Reduced |
| SJA Financial Advisory, LLC | 1,143 | $524.1K | 0.46% | −117−9.3% | Reduced |
| German American Bancorp, Inc. | 1,142 | $523.8K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,130 | $517.9K | 0.02% | −30−2.6% | Reduced |
| First National Bank of Omaha | 1,129 | $517.5K | 0.03% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,120 | $513.4K | 0.14% | −2,000−64.1% | Reduced |
| New Hampshire Trust | 1,120 | $513.4K | 0.14% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,115 | $511.1K | 0.33% | −517−31.7% | Reduced |
| Legacy Trust | 1,112 | $509.8K | 0.15% | +50+4.7% | Added |
| First County Bank | 1,110 | $508.8K | 0.25% | −1,067−49.0% | Reduced |
| Weil Company, Inc. | 1,105 | $506.5K | 0.23% | −3,252−74.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,096 | $502.0K | 0.02% | −80−6.8% | Reduced |
| Kanawha Capital Management LLC | 1,095 | $502.0K | 0.05% | −25−2.2% | Reduced |