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, Q2 2023
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,155
- +23 vs. Q1 2023
- Shares held
- 24.8M
- −51.8K (−0.2%) vs. Q1 2023
- Total value
- $11.9B
- +$590.5M (+5.2%) vs. Q1 2023
- New holders
- 73
- 283 more added
- Sold out
- 50
- 406 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,090,258 | $1.00B | 0.12% | −60,009−2.8% | Reduced |
| Wells Fargo & Company | 1,461,349 | $699.9M | 0.20% | −72,616−4.7% | Reduced |
| Morgan Stanley | 1,340,670 | $642.1M | 0.06% | +70,708+5.6% | Added |
| Northern Trust Corp | 1,165,713 | $558.3M | 0.11% | −19,045−1.6% | Reduced |
| US Bancorp | 1,096,026 | $524.9M | 0.85% | −13,986−1.3% | Reduced |
| Veritable, L.P. | 966,257 | $462.8M | 7.50% | −4,967−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 804,884 | $385.5M | 0.33% | −26,249−3.2% | Reduced |
| UBS Group AG | 608,977 | $291.6M | 0.13% | −77,952−11.3% | Reduced |
| Bank of Montreal | 501,782 | $240.4M | 0.15% | +3,692+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 477,907 | $228.9M | 0.30% | +15,515+3.4% | Added |
| Raymond James & Associates | 359,000 | $171.9M | 0.14% | +6,616+1.9% | Added |
| Goldman Sachs Group Inc | 353,362 | $169.2M | 0.04% | −109,544−23.7% | Reduced |
| BNP Paribas Arbitrage, SA | 317,173 | $151.9M | 0.30% | +109,628+52.8% | Added |
| Creative Planning | 309,961 | $148.4M | 0.20% | −113,583−26.8% | Reduced |
| JPMorgan Chase & Co | 300,097 | $143.7M | 0.02% | +16,699+5.9% | Added |
| Arvest Trust Co N A | 270,062 | $134.6M | 8.02% | −9,867−3.5% | Reduced |
| Royal Bank of Canada | 274,012 | $131.2M | 0.04% | −179,817−39.6% | Reduced |
| Citadel Advisors LLC | 267,202 | $128.0M | 0.14% | +86,369+47.8% | Added |
| Conservest Capital Advisors, Inc. | 253,444 | $121.4M | 14.05% | +3,156+1.3% | Added |
| CI Private Wealth, LLC | 250,546 | $120.0M | 0.28% | +5,932+2.4% | Added |
| MAI Capital Management | 207,517 | $99.4M | 1.47% | +2,086+1.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 216,500 | $98.7M | 3.07% | +208,816+2,717.5% | Added |
| Barclays PLC | 202,741 | $97.0M | 0.06% | +132,345+188.0% | Added |
| Bank of New York Mellon Corp | 197,087 | $94.4M | 0.02% | +8,860+4.7% | Added |
| First Republic Investment Management, Inc. | 195,525 | $93.6M | 0.49% | −51,191−20.7% | Reduced |
| Citigroup Inc | 164,674 | $78.9M | 0.10% | +53,832+48.6% | Added |
| Welch & Forbes LLC | 161,265 | $77.2M | 1.22% | +1,444+0.9% | Added |
| Whittier Trust Co | 146,934 | $70.4M | 1.22% | −5,939−3.9% | Reduced |
| Truist Financial Corp | 144,599 | $69.2M | 0.12% | −205−0.1% | Reduced |
| HighTower Advisors, LLC | 142,783 | $68.4M | 0.13% | +2,658+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 141,769 | $67.9M | 0.12% | +5,388+4.0% | Added |
| Hills Bank & Trust Co | 141,477 | $67.8M | 8.71% | +4,749+3.5% | Added |
| LPL Financial LLC | 138,907 | $66.5M | 0.05% | −2,786−2.0% | Reduced |
| Alliancebernstein L.P. | 138,145 | $66.2M | 0.03% | +8,067+6.2% | Added |
| Waddell & Associates, LLC | 136,717 | $65.5M | 9.61% | +1,265+0.9% | Added |
| FineMark National Bank & Trust | 134,420 | $64.4M | 2.65% | −2,147−1.6% | Reduced |
| Susquehanna International Group, LLP | 126,997 | $60.8M | 0.10% | +87,745+223.5% | Added |
| Brown Advisory Inc | 117,758 | $56.4M | 0.09% | −18,430−13.5% | Reduced |
| Ameriprise Financial Inc | 113,738 | $54.5M | 0.02% | +361+0.3% | Added |
| Montag A & Associates Inc | 109,853 | $52.8M | 3.25% | −251−0.2% | Reduced |
| BlackRock Inc. | 108,278 | $51.9M | 0.00% | +88,907+459.0% | Added |
| Washington Trust Co | 105,949 | $50.7M | 2.14% | +1,025+1.0% | Added |
| Sandy Spring Bank | 99,341 | $47.6M | 2.53% | −734−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 96,424 | $46.2M | 0.09% | +190+0.2% | Added |
| MetLife Investment Management | 94,100 | $45.1M | 0.33% | +3,400+3.7% | Added |
| Cerity Partners LLC | 93,855 | $45.0M | 0.18% | +5,578+6.3% | Added |
| Mariner, LLC | 93,856 | $44.9M | 0.12% | +979+1.1% | Added |
| Portland Global Advisors LLC | 82,212 | $39.4M | 6.45% | −500−0.6% | Reduced |
| Squarepoint Ops LLC | 77,333 | $37.0M | 0.21% | −686−0.9% | Reduced |
| Hyman Charles D | 75,567 | $36.2M | 2.27% | −80−0.1% | Reduced |
| Henshaw Capital LLC | 75,150 | $36.0M | 2.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 72,240 | $34.6M | 0.14% | +3,831+5.6% | Added |
| Advisor Group Holdings, Inc. | 71,498 | $34.3M | 0.06% | −8,662−10.8% | Reduced |
| Financial Counselors Inc | 70,128 | $33.6M | 0.68% | −3,658−5.0% | Reduced |
| Pittenger & Anderson Inc | 69,110 | $33.1M | 1.59% | +793+1.2% | Added |
| Waldron Private Wealth LLC | 68,539 | $32.9M | 1.64% | −981−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,890 | $32.5M | 1.10% | −752−1.1% | Reduced |
| Blair William & Co | 67,774 | $32.5M | 0.12% | −5,422−7.4% | Reduced |
| Envestnet Asset Management Inc | 67,612 | $32.4M | 0.01% | +1,652+2.5% | Added |
| Pinnacle Associates Ltd | 67,139 | $32.2M | 0.56% | +30.0% | Added |
| Brookfield Asset Management Inc. | 65,241 | $31.2M | 0.12% | +6,802+11.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 65,240 | $31.2M | 0.09% | −18,727−22.3% | Reduced |
| Peapack Gladstone Financial Corp | 63,459 | $30.4M | 0.54% | −1,470−2.3% | Reduced |
| Stifel Financial Corp | 60,995 | $29.2M | 0.04% | −2,003−3.2% | Reduced |
| State Street Corp | 60,807 | $29.1M | 0.00% | −30,521−33.4% | Reduced |
| Bartlett & Co. LLC | 59,671 | $28.7M | 0.50% | +2,213+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 59,671 | $28.7M | 0.50% | +2,213+3.9% | Added |
| Baird Financial Group, Inc. | 57,132 | $27.4M | 0.07% | −2,646−4.4% | Reduced |
| Smith, Moore & Co. | 58,182 | $27.3M | 3.48% | −742−1.3% | Reduced |
| Heritage Investors Management Corp | 56,750 | $27.2M | 1.09% | −475−0.8% | Reduced |
| Ascent Wealth Partners, LLC | 56,023 | $26.8M | 4.73% | +2,473+4.6% | Added |
| Moreno Evelyn V | 55,093 | $26.4M | 5.63% | −1,814−3.2% | Reduced |
| Clearstead Advisors, LLC | 53,956 | $25.8M | 1.57% | −1,111−2.0% | Reduced |
| Divergent Planning, LLC | 53,599 | $25.7M | 13.44% | +997+1.9% | Added |
| Edge Capital Group, LLC | 50,190 | $24.0M | 1.38% | +2,300+4.8% | Added |
| First Hawaiian Bank | 49,410 | $23.7M | 0.77% | −9,575−16.2% | Reduced |
| Crewe Advisors LLC | 48,821 | $23.4M | 3.28% | −160.0% | Reduced |
| Oldfather Financial Services, LLC | 48,611 | $23.3M | 11.38% | +964+2.0% | Added |
| Conning Inc. | 48,607 | $23.3M | 0.78% | −11,300−18.9% | Reduced |
| Citizens Financial Group Inc | 48,518 | $23.2M | 0.85% | −735−1.5% | Reduced |
| M&T Bank Corp | 47,084 | $22.6M | 0.08% | −4,791−9.2% | Reduced |
| Retirement Systems of Alabama | 46,744 | $22.4M | 0.10% | +114+0.2% | Added |
| Financial Advisory Group | 46,501 | $22.3M | 4.40% | −476−1.0% | Reduced |
| Klingman & Associates, LLC | 46,099 | $22.1M | 1.78% | −77−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 44,579 | $21.9M | 1.14% | +1,398+3.2% | Added |
| HRT Financial LP | 45,693 | $21.9M | 0.20% | +40,643+804.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,632 | $21.4M | 4.05% | +475+1.1% | Added |
| Employees Retirement System of Texas | 44,500 | $21.3M | 0.29% | +44,500 | New |
| Cumberland Advisors Inc | 43,519 | $20.8M | 9.52% | +2,395+5.8% | Added |
| Miracle Mile Advisors, LLC | 41,888 | $20.1M | 0.61% | −1,254−2.9% | Reduced |
| Estate Counselors, LLC | 41,545 | $19.9M | 2.52% | −590−1.4% | Reduced |
| Boothbay Fund Management, LLC | 39,580 | $19.0M | 0.65% | +39,580 | New |
| Kowal Investment Group, LLC | 39,563 | $18.9M | 5.07% | +2,456+6.6% | Added |
| Granite Bay Wealth Management, LLC | 39,250 | $18.8M | 17.50% | −736−1.8% | Reduced |
| LCM Capital Management Inc | 38,730 | $18.5M | 15.06% | +1,118+3.0% | Added |
| Bessemer Group Inc | 37,800 | $18.1M | 0.04% | −7,408−16.4% | Reduced |
| Rockefeller Capital Management L.P. | 38,561 | $17.9M | 0.07% | +5,556+16.8% | Added |
| Johnson Investment Counsel Inc | 37,366 | $17.9M | 0.22% | −207−0.6% | Reduced |
| Janney Montgomery Scott LLC | 37,053 | $17.7M | 0.06% | +2,254+6.5% | Added |
| 1st Source Bank | 36,966 | $17.7M | 1.14% | −344−0.9% | Reduced |