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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 9,766 | $4.69M | 0.51% | −37−0.4% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.71M | 1.61% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,953 | $4.77M | 0.34% | 00.0% | Unchanged |
| Motco | 9,955 | $4.77M | 0.31% | −377−3.6% | Reduced |
| Mercer Global Advisors Inc | 9,957 | $4.77M | 0.02% | +920+10.2% | Added |
| RBF Capital, LLC | 10,000 | $4.79M | 0.30% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,014 | $4.80M | 0.05% | −3,907−28.1% | Reduced |
| Callan Family Office, LLC | 10,098 | $4.84M | 1.27% | +20.0% | Added |
| TKG Advisors, LLC | 10,109 | $4.84M | 3.15% | −5,780−36.4% | Reduced |
| Bank of Nova Scotia | 10,136 | $4.85M | 0.01% | −50−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,198 | $4.88M | 0.63% | +20.0% | Added |
| Bridgeworth, LLC | 10,266 | $4.92M | 0.54% | −43−0.4% | Reduced |
| Central Trust Co | 10,278 | $4.92M | 0.14% | −376−3.5% | Reduced |
| Lodestar Private Asset Management LLC | 10,288 | $4.93M | 0.83% | −63−0.6% | Reduced |
| Gries Financial LLC | 10,295 | $4.93M | 1.36% | +42+0.4% | Added |
| Flputnam Investment Management Co | 10,344 | $4.95M | 0.13% | +209+2.1% | Added |
| Savant Capital, LLC | 10,366 | $4.96M | 0.08% | −15−0.1% | Reduced |
| Associated Banc-Corp | 10,472 | $5.02M | 0.19% | −182−1.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,473 | $5.02M | 0.53% | −12−0.1% | Reduced |
| Firestone Capital Management | 10,308 | $5.06M | 1.65% | −72−0.7% | Reduced |
| Bank of New Hampshire | 10,633 | $5.09M | 1.46% | +39+0.4% | Added |
| HB Wealth Management, LLC | 10,646 | $5.10M | 0.08% | +548+5.4% | Added |
| Bokf, NA | 10,716 | $5.13M | 0.10% | −781−6.8% | Reduced |
| Latigo Investments, LLC | 10,962 | $5.25M | 3.22% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 11,021 | $5.28M | 0.34% | −17−0.2% | Reduced |
| Fifth Third Bancorp | 11,029 | $5.28M | 0.02% | −5,790−34.4% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $5.34M | 0.24% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 11,165 | $5.35M | 1.07% | −179−1.6% | Reduced |
| Financial Engines Advisors L.L.C. | 11,211 | $5.39M | 0.01% | −1,035−8.5% | Reduced |
| Peak Asset Management, LLC | 11,264 | $5.39M | 1.25% | +24+0.2% | Added |
| Adirondack Trust Co | 10,935 | $5.45M | 2.55% | +291+2.7% | Added |
| Texas Permanent School Fund | 11,442 | $5.48M | 0.05% | +11,442 | New |
| All Terrain Financial Advisors, LLC | 11,655 | $5.58M | 2.51% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 11,726 | $5.62M | 0.70% | +85+0.7% | Added |
| Retirement Income Solutions, Inc | 11,773 | $5.64M | 1.51% | −156−1.3% | Reduced |
| Csenge Advisory Group | 11,783 | $5.64M | 0.38% | +2,194+22.9% | Added |
| Sand Hill Global Advisors, LLC | 11,888 | $5.69M | 0.28% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,891 | $5.69M | 3.16% | +745+6.7% | Added |
| First Horizon Advisors, Inc. | 11,967 | $5.73M | 0.20% | 00.0% | Unchanged |
| Lincoln National Corp | 12,007 | $5.75M | 0.11% | −396−3.2% | Reduced |
| RMR Wealth Builders | 12,392 | $5.93M | 1.01% | +207+1.7% | Added |
| Franklin Resources Inc | 12,560 | $6.02M | 0.00% | +70+0.6% | Added |
| CWM, LLC | 12,659 | $6.06M | 0.04% | +42+0.3% | Added |
| AE Wealth Management LLC | 12,696 | $6.08M | 0.04% | −2,147−14.5% | Reduced |
| Staley Capital Advisers Inc | 12,777 | $6.12M | 0.33% | +10+0.1% | Added |
| Community Bank, N.A. | 12,863 | $6.16M | 0.81% | −230−1.8% | Reduced |
| Rhumbline Advisers | 12,940 | $6.20M | 0.01% | −3,960−23.4% | Reduced |
| Wealthspire Advisors, LLC | 12,949 | $6.20M | 0.10% | −656−4.8% | Reduced |
| Goelzer Investment Management, Inc. | 13,149 | $6.30M | 0.53% | −560−4.1% | Reduced |
| Putnam Investments LLC | 13,172 | $6.31M | 0.01% | +8,695+194.2% | Added |
| Mill Creek Capital Advisors, LLC | 13,346 | $6.39M | 0.21% | −1,367−9.3% | Reduced |
| Private Advisor Group, LLC | 13,185 | $6.40M | 0.06% | −195−1.5% | Reduced |
| Colorado Capital Management, Inc. | 13,407 | $6.42M | 4.74% | −73−0.5% | Reduced |
| Busey Wealth Management | 13,459 | $6.45M | 0.26% | −58−0.4% | Reduced |
| Montz Harcus Wealth Management LLC | 13,474 | $6.45M | 5.34% | +433+3.3% | Added |
| Chesley Taft & Associates LLC | 13,530 | $6.48M | 0.40% | 00.0% | Unchanged |
| GTS Securities LLC | 13,597 | $6.51M | 0.21% | +13,597 | New |
| Smith Anglin Financial, LLC | 13,737 | $6.58M | 0.80% | +29+0.2% | Added |
| Meridian Wealth Advisors, LLC | 13,743 | $6.58M | 1.59% | +379+2.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,740 | $6.60M | 4.20% | −307−2.2% | Reduced |
| Boyd Watterson Asset Management LLC | 13,930 | $6.67M | 2.65% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 15,340 | $6.70M | 0.05% | +15,340 | New |
| Williams Jones Wealth Management, LLC. | 13,996 | $6.70M | 0.10% | −147−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,045 | $6.73M | 0.25% | +2,000+16.6% | Added |
| Unionview, LLC | 14,081 | $6.74M | 6.16% | +176+1.3% | Added |
| Legal & General Group Plc | 14,200 | $6.80M | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14,553 | $6.97M | 2.29% | +48+0.3% | Added |
| Palisade Asset Management, LLC | 15,049 | $7.21M | 0.84% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 15,108 | $7.24M | 0.98% | +197+1.3% | Added |
| Peddock Capital Advisors, LLC | 15,203 | $7.28M | 2.40% | −673−4.2% | Reduced |
| Dakota Wealth Management | 15,267 | $7.31M | 0.34% | −107−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 15,646 | $7.51M | 0.10% | +458+3.0% | Added |
| Telemus Capital, LLC | 15,971 | $7.65M | 0.65% | −41−0.3% | Reduced |
| Raymond James Trust N.A. | 16,114 | $7.72M | 0.22% | −88−0.5% | Reduced |
| Yousif Capital Management, LLC | 16,286 | $7.80M | 0.09% | −7,105−30.4% | Reduced |
| Fifth Third Securities, Inc. | 16,438 | $7.87M | 0.86% | +1,026+6.7% | Added |
| Pegasus Partners Ltd. | 16,443 | $7.87M | 1.16% | −2,930−15.1% | Reduced |
| Capstone Financial Advisors, Inc. | 16,455 | $7.88M | 0.59% | −433−2.6% | Reduced |
| Legacy Advisors, LLC | 16,594 | $7.95M | 1.18% | +70.0% | Added |
| KCM Investment Advisors LLC | 16,615 | $7.96M | 0.32% | −1,238−6.9% | Reduced |
| Boston Financial Mangement LLC | 16,730 | $8.01M | 0.29% | 00.0% | Unchanged |
| Tiaa, FSB | 16,759 | $8.03M | 0.03% | +156+0.9% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $8.15M | 7.98% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,133 | $8.21M | 0.02% | +234+1.4% | Added |
| Boston Private Wealth LLC | 17,647 | $8.45M | 0.15% | −22,711−56.3% | Reduced |
| Credit Suisse AG | 17,782 | $8.52M | 0.01% | +962+5.7% | Added |
| NBT Bank N A | 18,073 | $8.65M | 1.24% | −516−2.8% | Reduced |
| Grove Bank & Trust | 18,366 | $8.80M | 1.78% | −22−0.1% | Reduced |
| HSBC Holdings PLC | 18,556 | $8.89M | 0.01% | −5,429−22.6% | Reduced |
| Boston Family Office LLC | 18,674 | $8.94M | 0.69% | −2,624−12.3% | Reduced |
| Trifecta Capital Advisors, LLC | 19,202 | $9.20M | 2.96% | 00.0% | Unchanged |
| Wexford Capital LP | 19,225 | $9.21M | 1.84% | +19,225 | New |
| Terry L. Blaker | 19,282 | $9.23M | 0.78% | −293−1.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,479 | $9.33M | 3.83% | −1,687−8.0% | Reduced |
| Prospera Financial Services Inc | 19,599 | $9.39M | 0.36% | −6,595−25.2% | Reduced |
| Mechanics Bank Trust Department | 19,633 | $9.40M | 1.50% | −123−0.6% | Reduced |
| jvl associates llc | 20,005 | $9.58M | 4.66% | −129−0.6% | Reduced |
| Glenmede Trust Co NA | 20,920 | $9.59M | 0.05% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 20,045 | $9.60M | 1.03% | 00.0% | Unchanged |
| Old National Bancorp | 20,173 | $9.66M | 0.28% | −248−1.2% | Reduced |