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 |
|---|---|---|---|---|---|
| Resources Management Corp | 506 | $242.0K | 0.04% | −1,154−69.5% | Reduced |
| Asset Planning Corporation | 506 | $242.5K | 0.18% | +1+0.2% | Added |
| KWMG, LLC | 508 | $243.3K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 509 | $244.0K | 0.02% | −42−7.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 510 | $244.2K | 0.05% | −83−14.0% | Reduced |
| Visionary Wealth Advisors | 513 | $245.7K | 0.02% | −56−9.8% | Reduced |
| Libra Wealth LLC | 515 | $246.6K | 0.13% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $249.5K | 0.07% | 00.0% | Unchanged |
| Marion Wealth Management | 521 | $249.6K | 0.09% | +1+0.2% | Added |
| Tarbox Family Office, Inc. | 522 | $250.0K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $250.5K | 0.07% | −10−1.9% | Reduced |
| Belpointe Asset Management LLC | 523 | $250.5K | 0.03% | −2,811−84.3% | Reduced |
| Atwood & Palmer Inc | 525 | $251.2K | 0.02% | +525 | New |
| Chevy Chase Trust Holdings, Inc. | 525 | $251.4K | 0.00% | −17−3.1% | Reduced |
| Heritage Wealth Partners, LLC | 526 | $251.9K | 0.15% | +30+6.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $251.9K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 525 | $252.2K | 0.02% | −30−5.4% | Reduced |
| Wintrust Investments LLC | 529 | $253.0K | 0.03% | +529 | New |
| Plancorp, LLC | 530 | $253.8K | 0.01% | +530 | New |
| WealthTrust Axiom LLC | 532 | $255.1K | 0.08% | −29−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 535 | $256.2K | 0.02% | 00.0% | Unchanged |
| Mendel Money Management | 535 | $256.4K | 0.13% | −5−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 536 | $256.7K | 0.01% | +58+12.1% | Added |
| Peterson Financial Group, Inc. | 538 | $257.4K | 2.36% | −1−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $257.7K | 0.04% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 539 | $258.1K | 0.05% | −127−19.1% | Reduced |
| CapWealth Advisors, LLC | 539 | $258.1K | 0.03% | +20+3.9% | Added |
| V Wealth Advisors LLC | 539 | $258.3K | 0.04% | −26−4.6% | Reduced |
| Morris Retirement Advisors, LLC | 540 | $258.6K | 0.18% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 540 | $258.6K | 0.04% | +540 | New |
| Gryphon Financial Partners LLC | 541 | $259.1K | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 540 | $259.4K | 0.08% | +540 | New |
| First Foundation Advisors | 544 | $260.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $260.5K | 0.04% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 546 | $261.4K | 0.20% | −1−0.2% | Reduced |
| Southland Equity Partners LLC | 550 | $263.4K | 0.09% | −55−9.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $263.4K | 0.12% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 553 | $264.8K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 555 | $265.6K | 0.09% | +1+0.2% | Added |
| Octavia Wealth Advisors, LLC | 555 | $266.6K | 0.05% | +4+0.7% | Added |
| Gillespie Robinson & Grimm Inc | 560 | $268.2K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 560 | $268.3K | 0.01% | −5−0.9% | Reduced |
| Etfidea, LLC | 561 | $268.7K | 0.11% | +50+9.8% | Added |
| High Net Worth Advisory Group LLC | 562 | $269.1K | 0.10% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $270.6K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 566 | $271.1K | 0.00% | −22,823−97.6% | Reduced |
| Investment Partners, Ltd. | 568 | $272.0K | 0.14% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 569 | $272.5K | 0.19% | −43−7.0% | Reduced |
| Parallel Advisors, LLC | 569 | $272.7K | 0.01% | +24+4.4% | Added |
| Dividend Assets Capital, LLC | 571 | $273.0K | 0.06% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $275.0K | 0.08% | 00.0% | Unchanged |
| Carlson Capital Management | 575 | $275.4K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $275.9K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $275.9K | 0.09% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $276.8K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 580 | $277.8K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 578 | $278.0K | 0.04% | +23+4.1% | Added |
| Keeler Thomas Management LLC | 581 | $278.2K | 0.11% | +1+0.2% | Added |
| AlphaStar Capital Management, LLC | 582 | $278.7K | 0.03% | −713−55.1% | Reduced |
| Paragon Capital Management LLC | 582 | $278.7K | 0.16% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 585 | $280.2K | 0.03% | −23−3.8% | Reduced |
| Woodmont Investment Counsel LLC | 585 | $280.2K | 0.03% | 00.0% | Unchanged |
| Cortland Associates Inc | 591 | $283.0K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 592 | $283.5K | 0.02% | +13+2.2% | Added |
| Manhattan West Asset Management, LLC | 600 | $287.3K | 0.11% | −655−52.2% | Reduced |
| SPC Financial, Inc. | 600 | $287.3K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $287.3K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 600 | $287.3K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 606 | $290.3K | 0.05% | +101+20.0% | Added |
| Nicolet Bankshares Inc | 607 | $290.7K | 0.08% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 607 | $290.7K | 0.15% | +607 | New |
| River Street Advisors LLC | 609 | $291.5K | 0.28% | +1+0.2% | Added |
| Private Capital Management LLC | 609 | $291.5K | 0.08% | +1+0.2% | Added |
| Shaker Investments LLC | 615 | $294.6K | 0.15% | +2+0.3% | Added |
| South State Corp. | 616 | $295.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 616 | $295.2K | 0.05% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 618 | $296.0K | 0.27% | −5−0.8% | Reduced |
| Guidance Point Advisors, LLC | 621 | $297.5K | 0.11% | 00.0% | Unchanged |
| Apexium Financial, LP | 620 | $297.9K | 0.03% | −326−34.5% | Reduced |
| Steel Peak Wealth Management LLC | 625 | $300.3K | 0.02% | −15−2.3% | Reduced |
| CFM Wealth Partners LLC | 629 | $301.2K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 629 | $301.2K | 0.08% | +10+1.6% | Added |
| Nichols & Pratt Advisers LLP | 630 | $301.7K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 660 | $302.6K | 0.22% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 632 | $302.7K | 0.04% | 00.0% | Unchanged |
| Cadinha & Co LLC | 633 | $303.1K | 0.06% | −50−7.3% | Reduced |
| Cape Ann Savings Bank | 640 | $306.5K | 0.20% | +640 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 644 | $308.2K | 0.01% | +1+0.2% | Added |
| Hall Kathryn A. | 645 | $308.9K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $308.9K | 0.00% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $310.8K | 0.15% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $311.3K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $311.3K | 0.18% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 650 | $311.5K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $311.9K | 0.10% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 651 | $312.8K | 0.02% | 00.0% | Unchanged |
| Trust Co | 655 | $313.7K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $314.2K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $314.6K | 0.07% | 00.0% | Unchanged |
| Bensler, LLC | 657 | $314.6K | 0.06% | 00.0% | Unchanged |