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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $2.68K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.35K | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 9 | $4.31K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $4.79K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $4.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $5.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12 | $5.75K | 0.00% | −97−89.0% | Reduced |
| GHP Investment Advisors, Inc. | 12 | $5.83K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $6.23K | 0.00% | +13 | New |
| Stonebridge Capital Advisors LLC | 14 | $6.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15 | $7.18K | 0.01% | −13−46.4% | Reduced |
| FSC Wealth Advisors, LLC | 15 | $7.18K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $7.67K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 16 | $7.71K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $9.00K | 0.00% | −487−96.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.10K | 0.01% | – | – |
| Stephens Consulting, LLC | 19 | $9.10K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $9.58K | 0.00% | +20 | New |
| Steward Financial Group LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $14.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $14.4K | 0.01% | +30 | New |
| Cape Investment Advisory, Inc. | 32 | $15.3K | 0.01% | 00.0% | Unchanged |
| Amundi | 35 | $16.8K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 36 | $17.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $19.2K | 0.00% | −30−42.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 40 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 43 | $20.6K | 0.01% | +43 | New |
| National Bank of Canada | 45 | $21.5K | 0.00% | −220−83.0% | Reduced |
| Bourgeon Capital Management LLC | 45 | $21.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $21.6K | 0.01% | +45 | New |
| Gradient Investments LLC | 45 | $21.6K | 0.00% | −3−6.3% | Reduced |
| Concord Wealth Partners | 46 | $21.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 46 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 49 | $23.5K | 0.00% | +38+345.5% | Added |
| City Holding Co | 50 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 51 | $24.5K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $25.0K | 0.02% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 55 | $26.0K | 0.01% | +55 | New |
| Webster Bank, N. A. | 55 | $26.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $26.8K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $26.8K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 57 | $27.3K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $29.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $31.1K | 0.00% | +46+242.1% | Added |
| CoreFirst Bank & Trust | 70 | $33.5K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 75 | $35.9K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $38.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $40.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $41.4K | 0.01% | +86 | New |
| First Community Trust NA | 90 | $43.1K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $43.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $44.5K | 0.00% | +4+4.5% | Added |
| Register Financial Advisors LLC | 93 | $44.6K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $47.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $47.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $47.9K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $47.9K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $48.4K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 108 | $51.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $51.7K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 109 | $52.2K | 0.03% | +109 | New |
| Canton Hathaway, LLC | 115 | $55.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 120 | $57.5K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $59.9K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $60.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 130 | $62.2K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 135 | $64.7K | 0.03% | +135 | New |
| 1832 Asset Management L.P. | 150 | $71.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $71.8K | 0.05% | −50−25.0% | Reduced |
| Hollencrest Capital Management | 150 | $71.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $71.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $71.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $72.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $76.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 164 | $78.5K | 0.00% | +98+148.5% | Added |
| Horizons Wealth Management | 164 | $78.5K | 0.06% | +41+33.3% | Added |
| Winch Advisory Services, LLC | 165 | $79.0K | 0.03% | −35−17.5% | Reduced |
| Costello Asset Management, INC | 172 | $82.4K | 0.07% | 00.0% | Unchanged |
| Field & Main Bank | 175 | $83.8K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $84.8K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $88.6K | 0.01% | +185 | New |
| M&R Capital Management Inc | 190 | $91.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 193 | $92.0K | 0.00% | −13−6.3% | Reduced |
| Group One Trading, L.P. | 194 | $92.9K | 0.00% | +194 | New |
| Northwest Bank & Trust Co | 195 | $93.4K | 0.09% | +195 | New |
| PFG Private Wealth Management, LLC | 199 | $95.3K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $96.9K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $99.4K | 0.01% | −2,689−92.9% | Reduced |
| Beacon Capital Management, LLC | 208 | $99.6K | 0.03% | 00.0% | Unchanged |