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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 913 | $437.4K | 0.11% | +12+1.3% | Added |
| Connors Investor Services Inc | 915 | $438.0K | 0.05% | +915 | New |
| SevenBridge Financial Group, LLC | 917 | $439.2K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 930 | $445.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 938 | $449.2K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 952 | $456.2K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 957 | $458.3K | 0.02% | +44+4.8% | Added |
| NEIRG Wealth Management, LLC | 959 | $459.3K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 961 | $460.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 962 | $460.7K | 0.03% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 962 | $460.8K | 0.05% | +94+10.8% | Added |
| Vertex Planning Partners, LLC | 964 | $461.8K | 0.16% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 966 | $462.6K | 0.13% | +966 | New |
| Gladstone Institutional Advisory LLC | 970 | $464.5K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 972 | $465.5K | 0.03% | +972 | New |
| Clarus Wealth Advisors | 981 | $466.2K | 0.28% | +113+13.0% | Added |
| Long Road Investment Counsel, LLC | 985 | $472.0K | 0.22% | −250−20.2% | Reduced |
| Charter Trust Co | 988 | $473.2K | 0.04% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $474.7K | 0.10% | +988 | New |
| Vishria Bird Financial Group, LLC | 993 | $476.0K | 0.28% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 996 | $477.0K | 0.06% | −819−45.1% | Reduced |
| Great Lakes Advisors, LLC | 999 | $478.2K | 0.00% | +3+0.3% | Added |
| Rathbone Brothers plc | 1,000 | $478.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $478.9K | 0.12% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $478.9K | 0.32% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,003 | $480.8K | 0.11% | +53+5.6% | Added |
| Brinker Capital Investments, LLC | 1,014 | $485.6K | 0.01% | +34+3.5% | Added |
| Orion Portfolio Solutions, LLC | 1,014 | $485.6K | 0.01% | +34+3.5% | Added |
| IHT Wealth Management, LLC | 1,018 | $487.5K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $488.7K | 0.04% | −1−0.1% | Reduced |
| Seven Post Investment Office LP | 1,021 | $489.0K | 0.15% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,036 | $496.2K | 0.06% | +18+1.8% | Added |
| Arrowroot Family Office, LLC | 1,036 | $496.2K | 0.38% | +17+1.7% | Added |
| FSM Wealth Advisors, LLC | 1,022 | $497.4K | 0.25% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,002 | $498.0K | 0.06% | +1,002 | New |
| Koss-Olinger Consulting, LLC | 1,040 | $498.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,043 | $499.5K | 0.03% | +57+5.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $500.5K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,045 | $502.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,050 | $503.1K | 0.06% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,057 | $506.2K | 0.31% | −58−5.2% | Reduced |
| Prudential Financial Inc | 1,057 | $506.4K | 0.00% | +43+4.2% | Added |
| Appleton Partners Inc | 1,062 | $508.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,062 | $508.6K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,063 | $509.5K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,066 | $511.0K | 0.02% | −30−2.7% | Reduced |
| Certified Advisory Corp | 1,071 | $512.8K | 0.09% | +29+2.8% | Added |
| Progressive Investment Management Corp | 1,080 | $517.2K | 0.16% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,130 | $518.0K | 0.35% | +1,130 | New |
| Accredited Investors Inc. | 1,083 | $518.7K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,092 | $523.1K | 0.01% | +600+122.0% | Added |
| Blue Fin Capital, Inc. | 1,093 | $523.4K | 0.15% | +86+8.5% | Added |
| Baystate Wealth Management LLC | 1,093 | $523.5K | 0.04% | −1,303−54.4% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $524.4K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,097 | $525.4K | 0.05% | +2+0.2% | Added |
| Advisors Capital Management, LLC | 1,098 | $526.0K | 0.01% | +20+1.9% | Added |
| Wealth Architects, LLC | 1,102 | $527.7K | 0.09% | +30+2.8% | Added |
| New Hampshire Trust | 1,104 | $528.7K | 0.14% | −16−1.4% | Reduced |
| Miramar Capital, LLC | 1,108 | $530.6K | 0.13% | −36−3.1% | Reduced |
| First County Bank | 1,110 | $531.6K | 0.26% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,117 | $534.9K | 0.42% | +1,117 | New |
| Samalin Investment Counsel, LLC | 1,121 | $536.7K | 0.29% | −29−2.5% | Reduced |
| Legacy Trust | 1,122 | $537.3K | 0.15% | +10+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,127 | $539.7K | 0.10% | +86+8.3% | Added |
| Congress Wealth Management LLC | 1,136 | $544.5K | 0.01% | −987−46.5% | Reduced |
| German American Bancorp, Inc. | 1,142 | $547.2K | 0.08% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,146 | $549.0K | 0.47% | +3+0.3% | Added |
| Brookstone Capital Management | 1,157 | $549.7K | 0.01% | −44−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $550.3K | 0.25% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $555.5K | 0.18% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,164 | $557.4K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $558.9K | 0.04% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,170 | $560.3K | 0.63% | −45−3.7% | Reduced |
| WealthPLAN Partners, LLC | 1,170 | $560.3K | 0.08% | −7−0.6% | Reduced |
| Kaydan Wealth Management, Inc. | 1,173 | $561.8K | 0.24% | −24−2.0% | Reduced |
| Centaurus Financial, Inc. | 1,173 | $562.0K | 0.05% | −2,168−64.9% | Reduced |
| WorthPointe, LLC | 1,185 | $567.5K | 0.35% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $570.4K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,195 | $572.4K | 0.13% | +2+0.2% | Added |
| Private Ocean, LLC | 1,197 | $573.1K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,200 | $574.7K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,211 | $580.0K | 0.19% | −15−1.2% | Reduced |
| BLB&B Advisors, LLC | 1,218 | $583.3K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $583.6K | 0.05% | −218−15.2% | Reduced |
| Zacks Investment Management | 1,221 | $585.1K | 0.01% | +295+31.9% | Added |
| Parcion Private Wealth LLC | 1,224 | $586.2K | 0.06% | −675−35.5% | Reduced |
| Nicollet Investment Management, Inc. | 1,228 | $588.0K | 0.26% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,233 | $590.5K | 0.16% | −202−14.1% | Reduced |
| Western Wealth Management, LLC | 1,233 | $590.5K | 0.05% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,234 | $591.0K | 0.01% | +40+3.4% | Added |
| SageView Advisory Group, LLC | 1,238 | $592.7K | 0.03% | +244+24.5% | Added |
| Single Point Partners, LLC | 1,248 | $598.0K | 0.82% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $600.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,262 | $604.3K | 0.13% | −4−0.3% | Reduced |
| Hyperion Partners, LLC | 1,270 | $608.3K | 0.51% | −256−16.8% | Reduced |
| GSB Wealth Management, LLC | 1,275 | $610.6K | 0.20% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $612.2K | 0.26% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,286 | $615.7K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,297 | $621.1K | 0.08% | −4−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $621.8K | 0.67% | 00.0% | Unchanged |