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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 69,110 | $33.1M | 1.59% | +793+1.2% | Added |
| Financial Counselors Inc | 70,128 | $33.6M | 0.68% | −3,658−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 71,498 | $34.3M | 0.06% | −8,662−10.8% | Reduced |
| Captrust Financial Advisors | 72,240 | $34.6M | 0.14% | +3,831+5.6% | Added |
| Henshaw Capital LLC | 75,150 | $36.0M | 2.07% | 00.0% | Unchanged |
| Hyman Charles D | 75,567 | $36.2M | 2.27% | −80−0.1% | Reduced |
| Squarepoint Ops LLC | 77,333 | $37.0M | 0.21% | −686−0.9% | Reduced |
| Portland Global Advisors LLC | 82,212 | $39.4M | 6.45% | −500−0.6% | Reduced |
| Mariner, LLC | 93,856 | $44.9M | 0.12% | +979+1.1% | Added |
| Cerity Partners LLC | 93,855 | $45.0M | 0.18% | +5,578+6.3% | Added |
| MetLife Investment Management | 94,100 | $45.1M | 0.33% | +3,400+3.7% | Added |
| Commonwealth Equity Services, LLC | 96,424 | $46.2M | 0.09% | +190+0.2% | Added |
| Sandy Spring Bank | 99,341 | $47.6M | 2.53% | −734−0.7% | Reduced |
| Washington Trust Co | 105,949 | $50.7M | 2.14% | +1,025+1.0% | Added |
| BlackRock Inc. | 108,278 | $51.9M | 0.00% | +88,907+459.0% | Added |
| Montag A & Associates Inc | 109,853 | $52.8M | 3.25% | −251−0.2% | Reduced |
| Ameriprise Financial Inc | 113,738 | $54.5M | 0.02% | +361+0.3% | Added |
| Brown Advisory Inc | 117,758 | $56.4M | 0.09% | −18,430−13.5% | Reduced |
| Susquehanna International Group, LLP | 126,997 | $60.8M | 0.10% | +87,745+223.5% | Added |
| FineMark National Bank & Trust | 134,420 | $64.4M | 2.65% | −2,147−1.6% | Reduced |
| Waddell & Associates, LLC | 136,717 | $65.5M | 9.61% | +1,265+0.9% | Added |
| Alliancebernstein L.P. | 138,145 | $66.2M | 0.03% | +8,067+6.2% | Added |
| LPL Financial LLC | 138,907 | $66.5M | 0.05% | −2,786−2.0% | Reduced |
| Hills Bank & Trust Co | 141,477 | $67.8M | 8.71% | +4,749+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 141,769 | $67.9M | 0.12% | +5,388+4.0% | Added |
| HighTower Advisors, LLC | 142,783 | $68.4M | 0.13% | +2,658+1.9% | Added |
| Truist Financial Corp | 144,599 | $69.2M | 0.12% | −205−0.1% | Reduced |
| Whittier Trust Co | 146,934 | $70.4M | 1.22% | −5,939−3.9% | Reduced |
| Welch & Forbes LLC | 161,265 | $77.2M | 1.22% | +1,444+0.9% | Added |
| Citigroup Inc | 164,674 | $78.9M | 0.10% | +53,832+48.6% | Added |
| First Republic Investment Management, Inc. | 195,525 | $93.6M | 0.49% | −51,191−20.7% | Reduced |
| Bank of New York Mellon Corp | 197,087 | $94.4M | 0.02% | +8,860+4.7% | Added |
| Barclays PLC | 202,741 | $97.0M | 0.06% | +132,345+188.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 216,500 | $98.7M | 3.07% | +208,816+2,717.5% | Added |
| MAI Capital Management | 207,517 | $99.4M | 1.47% | +2,086+1.0% | Added |
| CI Private Wealth, LLC | 250,546 | $120.0M | 0.28% | +5,932+2.4% | Added |
| Conservest Capital Advisors, Inc. | 253,444 | $121.4M | 14.05% | +3,156+1.3% | Added |
| Citadel Advisors LLC | 267,202 | $128.0M | 0.14% | +86,369+47.8% | Added |
| Royal Bank of Canada | 274,012 | $131.2M | 0.04% | −179,817−39.6% | Reduced |
| Arvest Trust Co N A | 270,062 | $134.6M | 8.02% | −9,867−3.5% | Reduced |
| JPMorgan Chase & Co | 300,097 | $143.7M | 0.02% | +16,699+5.9% | Added |
| Creative Planning | 309,961 | $148.4M | 0.20% | −113,583−26.8% | Reduced |
| BNP Paribas Arbitrage, SA | 317,173 | $151.9M | 0.30% | +109,628+52.8% | Added |
| Goldman Sachs Group Inc | 353,362 | $169.2M | 0.04% | −109,544−23.7% | Reduced |
| Raymond James & Associates | 359,000 | $171.9M | 0.14% | +6,616+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 477,907 | $228.9M | 0.30% | +15,515+3.4% | Added |
| Bank of Montreal | 501,782 | $240.4M | 0.15% | +3,692+0.7% | Added |
| UBS Group AG | 608,977 | $291.6M | 0.13% | −77,952−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 804,884 | $385.5M | 0.33% | −26,249−3.2% | Reduced |
| Veritable, L.P. | 966,257 | $462.8M | 7.50% | −4,967−0.5% | Reduced |
| US Bancorp | 1,096,026 | $524.9M | 0.85% | −13,986−1.3% | Reduced |
| Northern Trust Corp | 1,165,713 | $558.3M | 0.11% | −19,045−1.6% | Reduced |
| Morgan Stanley | 1,340,670 | $642.1M | 0.06% | +70,708+5.6% | Added |
| Wells Fargo & Company | 1,461,349 | $699.9M | 0.20% | −72,616−4.7% | Reduced |
| Bank of America Corp | 2,090,258 | $1.00B | 0.12% | −60,009−2.8% | Reduced |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −14,390−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −12,994−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Coco Enterprises, LLC | 0 | $0 | 0.00% | −65,179−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| One + One Wealth Management, LLC | 0 | $0 | 0.00% | −9,709−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Vickerman Investment Advisors, Inc. | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |