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 |
|---|---|---|---|---|---|
| Coastal Capital Group, Inc. | 211 | $101.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $105.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 226 | $108.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 614 | $109.0K | 0.01% | −750−55.0% | Reduced |
| Monetary Management Group Inc | 230 | $110.1K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 237 | $113.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 237 | $113.7K | 0.10% | −36−13.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 248 | $118.8K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $120.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $120.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $122.6K | 0.04% | +256 | New |
| Resurgent Financial Advisors LLC | 257 | $123.3K | 0.08% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 262 | $125.5K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 262 | $125.5K | 0.06% | +1+0.4% | Added |
| Toronto Dominion Bank | 263 | $126.0K | 0.00% | −984−78.9% | Reduced |
| Contravisory Investment Management, Inc. | 277 | $132.8K | 0.04% | +16+6.1% | Added |
| Columbia Asset Management | 280 | $134.0K | 0.03% | +280 | New |
| JJJ Advisors Inc. | 290 | $139.3K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 333 | $159.5K | 0.02% | +50+17.7% | Added |
| Tyler-Stone Wealth Management | 335 | $160.0K | 0.09% | +335 | New |
| Arcadia Investment Management Corp | 342 | $163.8K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 346 | $165.8K | 0.03% | +1+0.3% | Added |
| Blackhill Capital Inc | 351 | $168.1K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 360 | $172.4K | 0.06% | −5,098−93.4% | Reduced |
| Garde Capital, Inc. | 362 | $173.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 364 | $174.6K | 0.01% | +71+24.2% | Added |
| Parkside Financial Bank & Trust | 365 | $174.8K | 0.04% | −140−27.7% | Reduced |
| GW&K Investment Management, LLC | 370 | $177.0K | 0.00% | +5+1.4% | Added |
| Creative Financial Designs Inc | 386 | $185.0K | 0.02% | +284+278.4% | Added |
| Cutler Group LP | 400 | $191.0K | 0.05% | −660−62.3% | Reduced |
| Bangor Savings Bank | 416 | $199.2K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 422 | $201.0K | 0.00% | −481−53.3% | Reduced |
| Texas Capital Bancshares Inc | 420 | $201.1K | 0.11% | +420 | New |
| Cohen Lawrence B | 420 | $201.1K | 0.13% | +420 | New |
| Brookmont Capital Management | 420 | $201.1K | 0.12% | +420 | New |
| Brown Miller Wealth Management, LLC | 422 | $202.1K | 0.11% | +422 | New |
| Symphony Financial, Ltd. Co. | 426 | $202.8K | 0.05% | +426 | New |
| First Nebraska Trust Co | 425 | $203.5K | 0.02% | +425 | New |
| Van Strum & Towne Inc. | 430 | $205.9K | 0.09% | +430 | New |
| CoreCap Advisors, LLC | 432 | $206.9K | 0.01% | +432 | New |
| Platte River Wealth Advisors, LLC | 435 | $208.3K | 0.07% | +435 | New |
| J. W. Coons Advisors, LLC | 437 | $209.3K | 0.06% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 439 | $210.2K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 440 | $210.7K | 0.02% | −160−26.7% | Reduced |
| LWMG, LLC | 441 | $211.2K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 443 | $212.1K | 0.08% | +443 | New |
| Oder Investment Management, LLC | 443 | $212.2K | 0.23% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 444 | $212.6K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $212.6K | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 444 | $212.6K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 444 | $212.6K | 0.01% | +444 | New |
| Pachira Investments Inc. | 445 | $213.1K | 0.23% | −24−5.1% | Reduced |
| Westside Investment Management, Inc. | 450 | $215.7K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 451 | $215.9K | 0.04% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 485 | $216.0K | 0.40% | 00.0% | Unchanged |
| Ascent Group, LLC | 442 | $216.1K | 0.02% | −8−1.8% | Reduced |
| Tradition Wealth Management, LLC | 452 | $217.0K | 0.03% | −96−17.5% | Reduced |
| American Trust | 453 | $217.2K | 0.02% | −6−1.3% | Reduced |
| Echo Wealth Management, LLC | 443 | $217.6K | 0.24% | 00.0% | Unchanged |
| Heritage Trust Co | 457 | $218.9K | 0.03% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $218.9K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 459 | $219.8K | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 459 | $219.8K | 0.01% | +459 | New |
| Soundmark Wealth Management, LLC | 459 | $220.0K | 0.12% | +1+0.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 462 | $220.0K | 0.11% | −286−38.2% | Reduced |
| Garden State Investment Advisory Services LLC | 458 | $220.0K | 0.10% | +458 | New |
| Investment Advisory Services Inc | 460 | $220.3K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $220.3K | 0.07% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 460 | $220.3K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 463 | $221.9K | 0.17% | +23+5.2% | Added |
| Aspen Investment Management Inc | 463 | $222.0K | 0.13% | 00.0% | Unchanged |
| Northeast Investment Management | 465 | $222.7K | 0.01% | +13+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 466 | $223.2K | 0.13% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 469 | $224.6K | 0.10% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $225.0K | 0.24% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 470 | $225.1K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 471 | $225.3K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 471 | $225.4K | 0.01% | +471 | New |
| Hanson & Doremus Investment Management | 475 | $227.0K | 0.05% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 483 | $232.3K | 0.19% | +483 | New |
| Marcum Wealth, LLC | 486 | $232.8K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 487 | $233.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 488 | $233.7K | 0.09% | −16−3.2% | Reduced |
| Congress Asset Management Co | 489 | $234.2K | 0.00% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $236.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 495 | $237.1K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 495 | $237.1K | 0.14% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 495 | $237.1K | 0.19% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 497 | $237.8K | 0.06% | +1+0.2% | Added |
| BFSG, LLC | 500 | $239.0K | 0.04% | −100−16.7% | Reduced |
| Mystic Asset Management, Inc. | 500 | $239.5K | 0.13% | −50−9.1% | Reduced |
| J2 Capital Management Inc | 500 | $239.5K | 0.28% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $239.5K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $239.5K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $239.5K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 500 | $239.5K | 0.05% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $240.9K | 0.24% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 504 | $241.4K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 505 | $241.8K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 505 | $241.8K | 0.07% | +505 | New |