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 |
|---|---|---|---|---|---|
| FMR LLC | 20,398 | $9.77M | 0.00% | −1,149−5.3% | Reduced |
| Victory Capital Management Inc | 20,430 | $9.78M | 0.01% | +10,530+106.4% | Added |
| Evercore Wealth Management, LLC | 20,496 | $9.82M | 0.18% | −167−0.8% | Reduced |
| Cetera Advisors LLC | 20,626 | $9.88M | 0.16% | +640+3.2% | Added |
| Avantax Advisory Services, Inc. | 20,672 | $9.90M | 0.11% | +1,379+7.1% | Added |
| Dumont & Blake Investment Advisors LLC | 20,765 | $9.95M | 3.23% | +55+0.3% | Added |
| EP Wealth Advisors, LLC | 6,791 | $9.97M | 0.15% | −9,386−58.0% | Reduced |
| Millennium Management LLC | 20,844 | $9.98M | 0.01% | +20,844 | New |
| Jane Street Group, LLC | 20,850 | $9.99M | 0.01% | +19,957+2,234.8% | Added |
| SlateStone Wealth, LLC | 21,180 | $10.1M | 1.90% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 21,292 | $10.2M | 10.76% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,371 | $10.2M | 0.08% | 00.0% | Unchanged |
| Agf Management Ltd | 21,714 | $10.4M | 0.08% | −85−0.4% | Reduced |
| Central Bank & Trust Co | 22,076 | $10.6M | 1.79% | −33−0.1% | Reduced |
| Exchange Capital Management, Inc. | 22,861 | $10.9M | 2.03% | −415−1.8% | Reduced |
| Cresset Asset Management, LLC | 23,024 | $11.0M | 0.08% | +2,893+14.4% | Added |
| Country Club Bank | 23,462 | $11.2M | 0.89% | −168−0.7% | Reduced |
| First Financial Bank - Trust Division | 23,367 | $11.2M | 1.17% | −361−1.5% | Reduced |
| MCF Advisors LLC | 23,812 | $11.4M | 1.03% | −696−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,042 | $11.5M | 0.17% | +316+1.3% | Added |
| Caldwell Trust Co | 24,329 | $11.7M | 1.52% | −751−3.0% | Reduced |
| Cetera Advisor Networks LLC | 24,590 | $11.8M | 0.08% | −4,587−15.7% | Reduced |
| Youngs Advisory Group, Inc. | 24,725 | $11.8M | 6.45% | +65+0.3% | Added |
| Linscomb & Williams, Inc. | 25,008 | $12.0M | 0.65% | −1,565−5.9% | Reduced |
| American International Group, Inc. | 26,000 | $12.5M | 0.08% | −9,200−26.1% | Reduced |
| RMB Capital Management, LLC | 26,245 | $12.6M | 0.41% | −202−0.8% | Reduced |
| Green Square Capital Advisors LLC | 26,499 | $12.7M | 1.60% | −1,936−6.8% | Reduced |
| MML Investors Services, LLC | 26,542 | $12.7M | 0.07% | −2,962−10.0% | Reduced |
| Simmons Bank | 26,734 | $12.8M | 1.08% | −616−2.3% | Reduced |
| Commerce Bank | 27,539 | $13.2M | 0.10% | −848−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,701 | $13.3M | 0.06% | −6,122−18.1% | Reduced |
| Lido Advisors, LLC | 28,106 | $13.5M | 0.15% | +1,669+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 28,572 | $13.7M | 0.51% | −80−0.3% | Reduced |
| Wellspring Financial Advisors, LLC | 28,833 | $13.8M | 3.91% | −1,448−4.8% | Reduced |
| Hancock Whitney Corp | 29,617 | $14.2M | 0.56% | −1,548−5.0% | Reduced |
| Wolverine Trading, LLC | 30,210 | $14.4M | 0.19% | +22,012+268.5% | Added |
| Capital Fund Management S.A. | 30,532 | $14.6M | 0.23% | +2,029+7.1% | Added |
| Curbstone Financial Management Corp | 31,222 | $15.0M | 3.56% | −150−0.5% | Reduced |
| Huntington National Bank | – | $15.0M | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,822 | $15.2M | 1.41% | −159−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $15.3M | 0.07% | −13,000−28.9% | Reduced |
| Tandem Wealth Advisors LLC | 32,125 | $15.4M | 9.30% | +294+0.9% | Added |
| Massmutual Trust Co FSB | 32,752 | $15.7M | 0.56% | +1,393+4.4% | Added |
| Pinnacle Financial Partners Inc | 33,365 | $16.0M | 0.40% | +5,316+19.0% | Added |
| GYL Financial Synergies, LLC | 33,450 | $16.0M | 1.46% | +405+1.2% | Added |
| Shapiro Capital Management LLC | 33,500 | $16.0M | 0.42% | +13,500+67.5% | Added |
| Camden Capital, LLC | 33,572 | $16.1M | 1.83% | −38−0.1% | Reduced |
| IFG Advisors, LLC | 33,714 | $16.1M | 5.73% | +1,413+4.4% | Added |
| Vestor Capital, LLC | 33,790 | $16.2M | 1.71% | −931−2.7% | Reduced |
| SG Americas Securities, LLC | 33,838 | $16.2M | 0.14% | −4,480−11.7% | Reduced |
| BDO Wealth Advisors, LLC | 34,320 | $16.4M | 1.89% | −160−0.5% | Reduced |
| Means Investment Co., Inc. | 34,583 | $16.6M | 2.62% | −1,584−4.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 35,037 | $16.8M | 0.24% | −1,841−5.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 35,949 | $17.2M | 6.08% | −348−1.0% | Reduced |
| Prio Wealth Limited Partnership | 36,111 | $17.3M | 0.62% | −308−0.8% | Reduced |
| 1st Source Bank | 36,966 | $17.7M | 1.14% | −344−0.9% | Reduced |
| Janney Montgomery Scott LLC | 37,053 | $17.7M | 0.06% | +2,254+6.5% | Added |
| Johnson Investment Counsel Inc | 37,366 | $17.9M | 0.22% | −207−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 38,561 | $17.9M | 0.07% | +5,556+16.8% | Added |
| Bessemer Group Inc | 37,800 | $18.1M | 0.04% | −7,408−16.4% | Reduced |
| LCM Capital Management Inc | 38,730 | $18.5M | 15.06% | +1,118+3.0% | Added |
| Granite Bay Wealth Management, LLC | 39,250 | $18.8M | 17.50% | −736−1.8% | Reduced |
| Kowal Investment Group, LLC | 39,563 | $18.9M | 5.07% | +2,456+6.6% | Added |
| Boothbay Fund Management, LLC | 39,580 | $19.0M | 0.65% | +39,580 | New |
| Estate Counselors, LLC | 41,545 | $19.9M | 2.52% | −590−1.4% | Reduced |
| Miracle Mile Advisors, LLC | 41,888 | $20.1M | 0.61% | −1,254−2.9% | Reduced |
| Cumberland Advisors Inc | 43,519 | $20.8M | 9.52% | +2,395+5.8% | Added |
| Employees Retirement System of Texas | 44,500 | $21.3M | 0.29% | +44,500 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,632 | $21.4M | 4.05% | +475+1.1% | Added |
| HRT Financial LP | 45,693 | $21.9M | 0.20% | +40,643+804.8% | Added |
| Chicago Partners Investment Group LLC | 44,579 | $21.9M | 1.14% | +1,398+3.2% | Added |
| Klingman & Associates, LLC | 46,099 | $22.1M | 1.78% | −77−0.2% | Reduced |
| Financial Advisory Group | 46,501 | $22.3M | 4.40% | −476−1.0% | Reduced |
| Retirement Systems of Alabama | 46,744 | $22.4M | 0.10% | +114+0.2% | Added |
| M&T Bank Corp | 47,084 | $22.6M | 0.08% | −4,791−9.2% | Reduced |
| Citizens Financial Group Inc | 48,518 | $23.2M | 0.85% | −735−1.5% | Reduced |
| Conning Inc. | 48,607 | $23.3M | 0.78% | −11,300−18.9% | Reduced |
| Oldfather Financial Services, LLC | 48,611 | $23.3M | 11.38% | +964+2.0% | Added |
| Crewe Advisors LLC | 48,821 | $23.4M | 3.28% | −160.0% | Reduced |
| First Hawaiian Bank | 49,410 | $23.7M | 0.77% | −9,575−16.2% | Reduced |
| Edge Capital Group, LLC | 50,190 | $24.0M | 1.38% | +2,300+4.8% | Added |
| Divergent Planning, LLC | 53,599 | $25.7M | 13.44% | +997+1.9% | Added |
| Clearstead Advisors, LLC | 53,956 | $25.8M | 1.57% | −1,111−2.0% | Reduced |
| Moreno Evelyn V | 55,093 | $26.4M | 5.63% | −1,814−3.2% | Reduced |
| Ascent Wealth Partners, LLC | 56,023 | $26.8M | 4.73% | +2,473+4.6% | Added |
| Heritage Investors Management Corp | 56,750 | $27.2M | 1.09% | −475−0.8% | Reduced |
| Smith, Moore & Co. | 58,182 | $27.3M | 3.48% | −742−1.3% | Reduced |
| Baird Financial Group, Inc. | 57,132 | $27.4M | 0.07% | −2,646−4.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 59,671 | $28.7M | 0.50% | +2,213+3.9% | Added |
| Bartlett & Co. LLC | 59,671 | $28.7M | 0.50% | +2,213+3.9% | Added |
| State Street Corp | 60,807 | $29.1M | 0.00% | −30,521−33.4% | Reduced |
| Stifel Financial Corp | 60,995 | $29.2M | 0.04% | −2,003−3.2% | Reduced |
| Peapack Gladstone Financial Corp | 63,459 | $30.4M | 0.54% | −1,470−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65,240 | $31.2M | 0.09% | −18,727−22.3% | Reduced |
| Brookfield Asset Management Inc. | 65,241 | $31.2M | 0.12% | +6,802+11.6% | Added |
| Pinnacle Associates Ltd | 67,139 | $32.2M | 0.56% | +30.0% | Added |
| Envestnet Asset Management Inc | 67,612 | $32.4M | 0.01% | +1,652+2.5% | Added |
| Blair William & Co | 67,774 | $32.5M | 0.12% | −5,422−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,890 | $32.5M | 1.10% | −752−1.1% | Reduced |
| Waldron Private Wealth LLC | 68,539 | $32.9M | 1.64% | −981−1.4% | Reduced |