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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 1,095 | $502.0K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,083 | $496.5K | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,081 | $495.5K | 0.00% | −128−10.6% | Reduced |
| Progressive Investment Management Corp | 1,080 | $495.1K | 0.16% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,078 | $494.0K | 0.01% | −203−15.8% | Reduced |
| Wealth Architects, LLC | 1,072 | $491.4K | 0.09% | −200−15.7% | Reduced |
| Nwam LLC | 1,063 | $487.4K | 0.05% | −2,494−70.1% | Reduced |
| Appleton Partners Inc | 1,062 | $487.0K | 0.04% | −119−10.1% | Reduced |
| Sowell Financial Services LLC | 1,063 | $487.0K | 0.04% | +1,063 | New |
| JNBA Financial Advisors | 1,062 | $486.9K | 0.06% | −15−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,063 | $486.9K | 0.02% | +1+0.1% | Added |
| Mutual Advisors, LLC | 1,059 | $485.6K | 0.02% | +462+77.4% | Added |
| Cutler Group LP | 1,060 | $485.0K | 0.08% | +869+455.0% | Added |
| Financial Advisory Service, Inc. | 1,050 | $481.5K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,045 | $480.3K | 0.08% | −44−4.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $479.0K | 0.02% | −75−6.7% | Reduced |
| Certified Advisory Corp | 1,042 | $477.8K | 0.08% | +63+6.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,041 | $477.2K | 0.10% | +1,041 | New |
| Koss-Olinger Consulting, LLC | 1,040 | $477.0K | 0.06% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,022 | $468.6K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,021 | $468.2K | 0.04% | +1+0.1% | Added |
| Seven Post Investment Office LP | 1,021 | $468.0K | 0.17% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,019 | $467.1K | 0.40% | +1,019 | New |
| Strategic Wealth Partners, Ltd. | 1,018 | $466.7K | 0.07% | −56−5.2% | Reduced |
| IHT Wealth Management, LLC | 1,018 | $466.6K | 0.03% | +5+0.5% | Added |
| Ghe, LLC | 1,000 | $458.4K | 0.36% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,000 | $458.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $458.4K | 0.12% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $458.4K | 6.83% | +1,000 | New |
| Great Lakes Advisors, LLC | 996 | $456.7K | 0.00% | −154−13.4% | Reduced |
| SageView Advisory Group, LLC | 994 | $455.9K | 0.03% | +521+110.1% | Added |
| Vishria Bird Financial Group, LLC | 993 | $455.0K | 0.29% | 00.0% | Unchanged |
| Charter Trust Co | 988 | $452.9K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 986 | $452.0K | 0.03% | +32+3.4% | Added |
| Brinker Capital Investments, LLC | 980 | $449.2K | 0.01% | +484+97.6% | Added |
| Orion Portfolio Solutions, LLC | 980 | $449.2K | 0.01% | +980 | New |
| Gladstone Institutional Advisory LLC | 970 | $444.7K | 0.03% | −74−7.1% | Reduced |
| Blue Fin Capital, Inc. | 1,007 | $443.4K | 0.14% | +419+71.3% | Added |
| Vertex Planning Partners, LLC | 964 | $442.1K | 0.17% | +251+35.2% | Added |
| Bryn Mawr Trust Co | 961 | $441.0K | 0.02% | −10−1.0% | Reduced |
| Trust Co of Vermont | 962 | $441.0K | 0.03% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 959 | $439.6K | 0.08% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 952 | $436.6K | 0.11% | −114−10.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 950 | $435.9K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 947 | $435.2K | 0.03% | +4+0.4% | Added |
| Apexium Financial, LP | 946 | $433.8K | 0.04% | +326+52.6% | Added |
| Canal Capital Management, LLC | 938 | $430.0K | 0.09% | −62−6.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 930 | $426.1K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,014 | $424.9K | 0.00% | +156+18.2% | Added |
| Zacks Investment Management | 926 | $424.7K | 0.01% | +46+5.2% | Added |
| Trillium Asset Management, LLC | 930 | $423.0K | 0.01% | +10+1.1% | Added |
| SevenBridge Financial Group, LLC | 917 | $420.4K | 0.12% | 00.0% | Unchanged |
| First National Trust Co | 913 | $418.5K | 0.02% | +84+10.1% | Added |
| ProVise Management Group, LLC | 907 | $415.8K | 0.04% | −20−2.2% | Reduced |
| Lifeworks Advisors, LLC | 907 | $415.8K | 0.20% | +907 | New |
| Thrivent Financial for Lutherans | 903 | $414.0K | 0.00% | +903 | New |
| Eagle Strategies LLC | 901 | $413.3K | 0.10% | +2+0.2% | Added |
| Jane Street Group, LLC | 893 | $409.4K | 0.00% | −14,243−94.1% | Reduced |
| Two Sigma Securities, LLC | 893 | $409.4K | 0.03% | −176−16.5% | Reduced |
| Capital Investment Advisors, LLC | 891 | $408.4K | 0.01% | −32−3.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 884 | $405.0K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $400.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $400.2K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $400.0K | 0.19% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 869 | $398.4K | 0.12% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 868 | $398.1K | 0.02% | +32+3.8% | Added |
| BFT Financial Group, LLC | 868 | $398.0K | 0.06% | +868 | New |
| Adviser Investments LLC | 860 | $394.3K | 0.01% | +210+32.3% | Added |
| Overbrook Management Corp | 860 | $394.2K | 0.10% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $393.3K | 0.27% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $391.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $388.3K | 0.25% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 868 | $387.7K | 0.24% | −98−10.1% | Reduced |
| Cardiff Park Advisors, LLC | 844 | $386.9K | 0.05% | +1+0.1% | Added |
| WBH Advisory Inc | 843 | $386.3K | 0.05% | +843 | New |
| Guardian Capital Advisors LP | 850 | $385.6K | 0.04% | −3,585−80.8% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $383.8K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $382.3K | 0.03% | −1,372−62.2% | Reduced |
| Missouri Trust & Investment Co | 828 | $379.6K | 0.25% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 827 | $379.1K | 0.08% | +827 | New |
| Ancora Advisors, LLC | 825 | $378.3K | 0.01% | +42+5.4% | Added |
| Petix & Botte Co | 820 | $375.9K | 0.25% | +820 | New |
| Seascape Capital Management | 818 | $375.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $375.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 816 | $374.1K | 0.09% | −1−0.1% | Reduced |
| Triumph Capital Management | 811 | $371.8K | 0.19% | −188−18.8% | Reduced |
| Platform Technology Partners | 811 | $371.8K | 0.18% | 00.0% | Unchanged |
| WP Advisors, LLC | 810 | $371.4K | 0.15% | +118+17.1% | Added |
| Ayrshire Capital Management LLC | 809 | $370.9K | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 802 | $367.6K | 0.04% | +343+74.7% | Added |
| LS Investment Advisors, LLC | 801 | $367.2K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $367.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 801 | $367.0K | 0.14% | +801 | New |
| North Star Asset Management Inc | 800 | $366.7K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $366.7K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 800 | $366.7K | 0.01% | +100+14.3% | Added |
| Almanack Investment Partners, LLC. | 799 | $366.3K | 0.07% | −42−5.0% | Reduced |
| Roof Eidam & Maycock | 798 | $365.8K | 0.13% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 791 | $362.7K | 0.00% | +2+0.3% | Added |
| Howard Financial Services, Ltd. | 790 | $362.1K | 0.09% | 00.0% | Unchanged |