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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 665 | $318.5K | 0.01% | −7−1.0% | Reduced |
| BSW Wealth Partners | 665 | $318.5K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $318.5K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 667 | $319.4K | 0.01% | +110+19.7% | Added |
| Guardian Wealth Advisors, LLC | 665 | $319.5K | 0.05% | −7−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 699 | $320.0K | 0.01% | +286+69.2% | Added |
| JFS Wealth Advisors, LLC | 669 | $320.4K | 0.03% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 670 | $320.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $320.9K | 0.16% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 675 | $323.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $323.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 680 | $325.7K | 0.02% | +680 | New |
| Orion Capital Management LLC | 684 | $327.3K | 0.22% | −56−7.6% | Reduced |
| United Community Bank | 684 | $327.6K | 0.29% | 00.0% | Unchanged |
| David Loasby | 697 | $328.0K | 0.04% | +8+1.2% | Added |
| Ziegler Capital Management, LLC | 694 | $332.4K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $332.4K | 0.16% | 00.0% | Unchanged |
| TFG Advisers LLC | 695 | $332.8K | 0.15% | +2+0.3% | Added |
| Carret Asset Management, LLC | 695 | $332.8K | 0.04% | +12+1.8% | Added |
| ICW Investment Advisors LLC | 695 | $333.0K | 0.18% | +2+0.3% | Added |
| Nemes Rush Group LLC | 697 | $334.0K | 0.06% | +697 | New |
| Aberdeen Wealth Management LLC | 701 | $335.7K | 0.24% | 00.0% | Unchanged |
| Retirement Planning Group | 702 | $336.2K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $336.2K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 703 | $336.7K | 0.02% | −25−3.4% | Reduced |
| Spears Abacus Advisors LLC | 708 | $339.1K | 0.03% | −3−0.4% | Reduced |
| Beach Investment Counsel Inc | 710 | $340.0K | 0.04% | 00.0% | Unchanged |
| Novare Capital Management LLC | 710 | $340.0K | 0.04% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $340.7K | 0.28% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $342.4K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 720 | $344.8K | 0.32% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $347.2K | 0.15% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 730 | $349.7K | 0.23% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 732 | $350.6K | 0.21% | 00.0% | Unchanged |
| Berkeley, Inc | 736 | $352.5K | 0.24% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 728 | $354.2K | 0.14% | +728 | New |
| JDM Financial Group LLC | 740 | $354.2K | 0.31% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 743 | $355.8K | 0.07% | +82+12.4% | Added |
| Rodgers Brothers Inc. | 748 | $358.2K | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $358.2K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $358.3K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 750 | $359.3K | 0.03% | −33−4.2% | Reduced |
| Pioneer Trust Bank N A | 752 | $360.1K | 0.10% | −2−0.3% | Reduced |
| First Pacific Financial | 759 | $363.5K | 0.15% | 00.0% | Unchanged |
| Ledyard National Bank | 761 | $364.5K | 0.04% | −41−5.1% | Reduced |
| Snowden Capital Advisors LLC | 768 | $367.7K | 0.01% | +4+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 769 | $368.3K | 0.24% | +769 | New |
| Mutual Advisors, LLC | 770 | $368.7K | 0.01% | −289−27.3% | Reduced |
| Eagle Global Advisors LLC | 780 | $373.6K | 0.02% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $373.6K | 0.28% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $373.6K | 0.24% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $373.6K | 0.23% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 781 | $374.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $374.0K | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 784 | $375.6K | 0.00% | 00.0% | Unchanged |
| REDW Wealth LLC | 784 | $375.6K | 0.11% | +2+0.3% | Added |
| Howard Capital Management Group, LLC | 785 | $375.9K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $376.4K | 0.03% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 790 | $378.3K | 0.09% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 795 | $380.9K | 0.00% | +4+0.5% | Added |
| Missouri Trust & Investment Co | 796 | $381.2K | 0.21% | −32−3.9% | Reduced |
| Roof Eidam & Maycock | 798 | $382.2K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $382.6K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $383.1K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $383.1K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $383.6K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $384.0K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 810 | $387.9K | 0.08% | −17−2.1% | Reduced |
| WP Advisors, LLC | 812 | $389.0K | 0.16% | +2+0.2% | Added |
| Fiduciary Alliance LLC | 817 | $391.3K | 0.08% | +1+0.1% | Added |
| Triumph Capital Management | 818 | $391.8K | 0.18% | +7+0.9% | Added |
| Seascape Capital Management | 818 | $392.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $392.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 811 | $394.5K | 0.19% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 826 | $395.4K | 0.01% | +1+0.1% | Added |
| Ayrshire Capital Management LLC | 809 | $398.6K | 0.25% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $399.4K | 0.03% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $401.2K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 840 | $402.3K | 0.01% | −482−36.5% | Reduced |
| StoneX Group Inc. | 838 | $402.8K | 0.04% | −333−28.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 840 | $403.5K | 0.03% | −107−11.3% | Reduced |
| WBH Advisory Inc | 843 | $403.7K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 845 | $404.7K | 0.04% | +173+25.7% | Added |
| Cardiff Park Advisors, LLC | 845 | $404.7K | 0.05% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $405.6K | 0.24% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $408.5K | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 858 | $410.9K | 0.18% | −247−22.4% | Reduced |
| Denver Wealth Management, Inc. | 858 | $410.9K | 0.29% | 00.0% | Unchanged |
| KCS Wealth Advisory | 861 | $412.3K | 0.14% | +861 | New |
| Smith Chas P & Associates Pa Cpas | 862 | $413.0K | 0.03% | −22−2.5% | Reduced |
| Red Door Wealth Management, LLC | 869 | $416.2K | 0.09% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 871 | $417.0K | 0.02% | +3+0.3% | Added |
| Financial Advisory Corp | 873 | $418.0K | 0.19% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $418.1K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $418.9K | 0.03% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 863 | $420.2K | 0.44% | −354−29.1% | Reduced |
| ProVise Management Group, LLC | 900 | $431.0K | 0.04% | −7−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 904 | $433.1K | 0.13% | +904 | New |
| Fulton Breakefield Broenniman LLC | 905 | $433.2K | 0.04% | −25−2.7% | Reduced |
| Lifeworks Advisors, LLC | 907 | $434.4K | 0.19% | 00.0% | Unchanged |