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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,300 | $622.6K | 0.14% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,312 | $628.3K | 0.60% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,320 | $632.2K | 0.26% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,283 | $633.0K | 0.40% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,334 | $638.6K | 0.08% | −19−1.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,336 | $639.8K | 0.11% | −8,273−86.1% | Reduced |
| Halpern Financial, Inc. | 1,343 | $642.9K | 0.22% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,346 | $646.8K | 0.19% | +1+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 1,354 | $648.4K | 0.60% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,356 | $649.3K | 0.23% | +2+0.1% | Added |
| Seelaus Asset Management LLC | 1,369 | $656.0K | 0.52% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $660.9K | 0.25% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,381 | $661.4K | 0.53% | −162−10.5% | Reduced |
| Sequoia Financial Advisors, LLC | 1,388 | $664.6K | 0.01% | +28+2.1% | Added |
| Park National Corp | 1,389 | $665.2K | 0.03% | −20−1.4% | Reduced |
| Grimes & Company, Inc. | 1,389 | $665.2K | 0.02% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,391 | $666.2K | 0.02% | −93−6.3% | Reduced |
| Leisure Capital Management | 1,396 | $668.6K | 0.37% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $670.5K | 0.62% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $671.9K | 0.20% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,411 | $675.7K | 0.02% | +281+24.9% | Added |
| High Probability Advisors, LLC | 1,417 | $678.6K | 0.15% | +108+8.3% | Added |
| McGuire Investment Group, LLC | 1,417 | $678.6K | 0.13% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $680.0K | 0.16% | +8+0.6% | Added |
| Sentinel Trust Co Lba | 1,437 | $688.0K | 0.09% | −2,347−62.0% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $688.2K | 0.43% | +165+13.0% | Added |
| Flynn Zito Capital Management, LLC | 1,445 | $692.1K | 0.47% | −41−2.8% | Reduced |
| Evoke Wealth, LLC | 1,452 | $697.4K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,462 | $699.9K | 0.45% | −116−7.4% | Reduced |
| Vigilant Capital Management, LLC | 1,465 | $702.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,469 | $703.5K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,477 | $707.4K | 0.01% | +1,477 | New |
| Kistler-Tiffany Companies, LLC | 1,479 | $708.3K | 0.11% | +1,479 | New |
| Baker Tilly Wealth Management, LLC | 1,483 | $710.2K | 0.07% | −8−0.5% | Reduced |
| Brighton Jones LLC | 1,494 | $715.3K | 0.04% | +10+0.7% | Added |
| Retirement Capital Strategies | 1,502 | $719.3K | 0.33% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,505 | $720.7K | 0.49% | −20−1.3% | Reduced |
| Hilltop Holdings Inc. | 1,505 | $720.8K | 0.09% | +992+193.4% | Added |
| Bank of Hawaii | 1,510 | $723.2K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,528 | $731.8K | 0.02% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,532 | $733.7K | 0.10% | +303+24.7% | Added |
| Valmark Advisers, Inc. | 1,533 | $734.0K | 0.01% | −23−1.5% | Reduced |
| Vista Investment Management | 1,543 | $739.0K | 0.37% | −3−0.2% | Reduced |
| VeraBank, N.A. | 1,545 | $739.9K | 0.29% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,546 | $740.4K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,560 | $747.1K | 0.06% | +1,560 | New |
| Coldstream Capital Management Inc | 1,568 | $751.1K | 0.02% | −1,122−41.7% | Reduced |
| RTD Financial Advisors, Inc. | 1,570 | $751.9K | 0.11% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,570 | $752.1K | 0.13% | −37−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,583 | $758.3K | 0.13% | +54+3.5% | Added |
| American Money Management, LLC | 1,584 | $758.6K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,585 | $759.2K | 0.07% | −25−1.6% | Reduced |
| Holistic Financial Partners | 1,599 | $765.8K | 0.53% | +3+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,599 | $765.9K | 0.10% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,602 | $767.3K | 0.64% | −2−0.1% | Reduced |
| Berger Financial Group, Inc | 1,606 | $768.9K | 0.09% | +1+0.1% | Added |
| Gator Capital Management, LLC | 1,607 | $769.6K | 0.54% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,619 | $775.0K | 0.57% | +168+11.6% | Added |
| First Business Financial Services, Inc. | 1,633 | $782.1K | 0.10% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $782.5K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,639 | $784.9K | 0.06% | +46+2.9% | Added |
| Petix & Botte Co | 1,640 | $785.4K | 0.24% | +820+100.0% | Added |
| Alesco Advisors LLC | 1,648 | $789.2K | 0.03% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,655 | $792.6K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,656 | $793.1K | 0.06% | −10−0.6% | Reduced |
| Arkadios Wealth Advisors | 1,678 | $803.7K | 0.09% | +3+0.2% | Added |
| M. Kraus & Co | 1,700 | $814.1K | 0.27% | −141−7.7% | Reduced |
| Peak Planning Group, LLC | 1,704 | $816.2K | 0.61% | +213+14.3% | Added |
| Legacy Private Trust Co. | 1,709 | $818.5K | 0.07% | +43+2.6% | Added |
| Capital Investment Advisory Services, LLC | 1,709 | $818.5K | 0.08% | +1,102+181.5% | Added |
| BKD Wealth Advisors, LLC | 1,727 | $827.1K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,736 | $831.2K | 0.16% | +1+0.1% | Added |
| Journey Advisory Group, LLC | 1,752 | $839.1K | 0.13% | +4+0.2% | Added |
| HBK Sorce Advisory LLC | 1,757 | $841.6K | 0.04% | +11+0.6% | Added |
| Bleakley Financial Group, LLC | 1,762 | $844.0K | 0.03% | −16−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,768 | $846.9K | 0.04% | +1+0.1% | Added |
| Baldwin Brothers Inc | 1,777 | $851.0K | 0.07% | −5−0.3% | Reduced |
| LCNB Corp | 1,790 | $857.2K | 0.37% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,802 | $863.0K | 0.38% | −7−0.4% | Reduced |
| Moors & Cabot, Inc. | 1,810 | $866.8K | 0.06% | −119−6.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,815 | $869.2K | 0.02% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,816 | $871.0K | 0.22% | +1+0.1% | Added |
| InTrack Investment Management Inc | 1,821 | $872.2K | 0.71% | −20−1.1% | Reduced |
| BancorpSouth Bank | 1,828 | $875.4K | 0.08% | +2+0.1% | Added |
| Stratos Wealth Advisors, LLC | 1,843 | $882.6K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,856 | $888.9K | 0.06% | +15+0.8% | Added |
| Pine Valley Investments Ltd Liability Co | 1,863 | $894.1K | 0.09% | +488+35.5% | Added |
| Prosperity Planning, Inc. | 1,878 | $899.4K | 0.37% | −1−0.1% | Reduced |
| Howland Capital Management LLC | 1,877 | $901.8K | 0.05% | −16−0.8% | Reduced |
| CIBC World Markets Inc. | 1,885 | $903.0K | 0.00% | −396−17.4% | Reduced |
| Private Wealth Group, LLC | 1,887 | $903.7K | 0.93% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,901 | $910.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,904 | $911.8K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,907 | $913.2K | 0.08% | −359−15.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,914 | $916.6K | 0.22% | −183−8.7% | Reduced |
| Choate Investment Advisors | 1,918 | $918.5K | 0.04% | −60−3.0% | Reduced |
| Maltin Wealth Management, Inc. | 1,919 | $918.9K | 0.65% | +4+0.2% | Added |
| Evanson Asset Management, LLC | 1,923 | $921.1K | 0.09% | +150+8.5% | Added |
| Lynch & Associates | 1,928 | $923.3K | 0.24% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,931 | $924.9K | 0.30% | −68−3.4% | Reduced |