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 |
|---|---|---|---|---|---|
| Pacific Financial Group Inc | 1,932 | $925.2K | 0.61% | −260−11.9% | Reduced |
| Essex Financial Services, Inc. | 1,937 | $927.6K | 0.11% | +7+0.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,941 | $929.6K | 0.48% | −508−20.7% | Reduced |
| ZRC Wealth Management, LLC | 1,944 | $930.9K | 0.78% | −4−0.2% | Reduced |
| Bill Few Associates, Inc. | 1,946 | $932.0K | 0.48% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,960 | $938.5K | 0.43% | +48+2.5% | Added |
| Altfest L J & Co Inc | 1,976 | $946.0K | 0.14% | +44+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,012 | $963.6K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 2,020 | $967.4K | 0.06% | −7−0.3% | Reduced |
| Bank of Stockton | 2,028 | $971.2K | 0.33% | −1,020−33.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $973.1K | 0.10% | 00.0% | Unchanged |
| White Pine Investment CO | 2,049 | $981.0K | 0.34% | +115+5.9% | Added |
| Glassman Wealth Services | 2,049 | $981.3K | 0.16% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,064 | $989.0K | 0.47% | +240+13.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,068 | $990.4K | 0.11% | −103−4.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $992.3K | 0.28% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,088 | $1.00M | 0.69% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,101 | $1.01M | 0.58% | +4+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.01M | 0.39% | −2−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,147 | $1.02M | 0.13% | +10.0% | Added |
| STAR Financial Bank | 2,136 | $1.02M | 0.96% | −8−0.4% | Reduced |
| Forza Wealth Management, LLC | 2,140 | $1.02M | 0.52% | −30−1.4% | Reduced |
| Crestwood Advisors Group LLC | 2,150 | $1.03M | 0.03% | +1,490+225.8% | Added |
| HM Payson & Co | 2,152 | $1.03M | 0.02% | −50−2.3% | Reduced |
| Warner Financial, Inc | 2,161 | $1.03M | 0.67% | +10.0% | Added |
| Braun Stacey Associates Inc | 2,182 | $1.04M | 0.05% | −1,984−47.6% | Reduced |
| First Western Trust Bank | 2,191 | $1.05M | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,192 | $1.05M | 0.03% | +414+23.3% | Added |
| Wedbush Securities Inc | 2,192 | $1.05M | 0.05% | −8−0.4% | Reduced |
| Viawealth, LLC | 2,193 | $1.05M | 0.78% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 2,200 | $1.05M | 5.48% | +2,200 | New |
| ARS Investment Partners, LLC | 2,215 | $1.06M | 0.12% | +6+0.3% | Added |
| LBMC Investment Advisors, LLC | 2,220 | $1.06M | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.07M | 0.09% | −16−0.7% | Reduced |
| 9258 Wealth Management, LLC | 2,254 | $1.08M | 0.20% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,230 | $1.08M | 0.11% | +2+0.1% | Added |
| RSM US Wealth Management LLC | 2,264 | $1.09M | 0.04% | +22+1.0% | Added |
| Truepoint, Inc. | 2,281 | $1.09M | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,316 | $1.11M | 0.01% | +352+17.9% | Added |
| Howe & Rusling Inc | 2,319 | $1.11M | 0.12% | −61−2.6% | Reduced |
| Becker Capital Management Inc | 2,334 | $1.12M | 0.04% | −65−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,351 | $1.13M | 0.41% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,354 | $1.13M | 0.02% | +1,099+87.6% | Added |
| Osborne Partners Capital Management, LLC | 2,372 | $1.14M | 0.08% | −421−15.1% | Reduced |
| White Pine Capital LLC | 2,378 | $1.14M | 0.42% | −82−3.3% | Reduced |
| TruWealth Advisors, LLC | 2,384 | $1.14M | 0.10% | −31−1.3% | Reduced |
| RFG Advisory, LLC | 2,390 | $1.14M | 0.05% | 00.0% | Unchanged |
| Sentinus, LLC | 2,400 | $1.15M | 0.36% | +924+62.6% | Added |
| Cozad Asset Management Inc | 2,403 | $1.15M | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,433 | $1.17M | 0.09% | +10.0% | Added |
| Lyell Wealth Management, LP | 2,440 | $1.17M | 0.15% | −63−2.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,445 | $1.17M | 0.06% | −739−23.2% | Reduced |
| Stephens Inc | 2,458 | $1.18M | 0.02% | −160−6.1% | Reduced |
| Middleton & Co Inc | 2,461 | $1.18M | 0.16% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,467 | $1.18M | 0.41% | −25−1.0% | Reduced |
| CX Institutional | 2,472 | $1.18M | 0.06% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,492 | $1.19M | 0.27% | −10−0.4% | Reduced |
| SOL Capital Management CO | 2,540 | $1.22M | 0.18% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,545 | $1.22M | 0.10% | +16+0.6% | Added |
| GWM Advisors LLC | 2,550 | $1.22M | 0.01% | −555−17.9% | Reduced |
| TCTC Holdings, LLC | 2,597 | $1.24M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.25M | 0.16% | −950−26.8% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $1.25M | 4.72% | +1,600+160.0% | Added |
| Zions Bancorporation, N.A. | 2,617 | $1.25M | 0.11% | +819+45.6% | Added |
| Beaumont Financial Advisors, LLC | 2,628 | $1.26M | 0.12% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,638 | $1.26M | 1.02% | −1,130−30.0% | Reduced |
| Deutsche Bank AG | 2,671 | $1.28M | 0.00% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,690 | $1.29M | 0.78% | −17−0.6% | Reduced |
| Connectus Wealth, LLC | 2,693 | $1.29M | 0.03% | −16−0.6% | Reduced |
| NorthRock Partners, LLC | 2,734 | $1.31M | 0.14% | −872−24.2% | Reduced |
| High Falls Advisors, Inc | 2,737 | $1.31M | 0.37% | −100−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,753 | $1.32M | 0.03% | +11+0.4% | Added |
| Neuberger Berman Group LLC | 2,756 | $1.32M | 0.00% | +1,675+154.9% | Added |
| Hardy Reed LLC | 2,775 | $1.33M | 0.23% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,788 | $1.34M | 0.11% | 00.0% | Unchanged |
| Colony Group LLC | 2,796 | $1.34M | 0.02% | −61−2.1% | Reduced |
| Advus Financial Partners, LLC | 2,834 | $1.36M | 0.52% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,855 | $1.37M | 0.06% | +356+14.2% | Added |
| Tiedemann Advisors, LLC | 2,849 | $1.37M | 0.06% | +18+0.6% | Added |
| Providence First Trust Co | 2,881 | $1.38M | 0.76% | +419+17.0% | Added |
| Coyle Financial Counsel LLC | 2,909 | $1.39M | 0.63% | −115−3.8% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.40M | 0.19% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,985 | $1.43M | 0.06% | −23−0.8% | Reduced |
| Wunderlich Capital Managemnt | 3,011 | $1.44M | 0.71% | −62−2.0% | Reduced |
| Bremer Bank National Association | 3,025 | $1.45M | 0.28% | −45−1.5% | Reduced |
| Change Path, LLC | 3,043 | $1.46M | 0.07% | −122−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 3,044 | $1.46M | 0.34% | −421−12.2% | Reduced |
| Moloney Securities Asset Management, LLC | 3,049 | $1.46M | 0.26% | +256+9.2% | Added |
| Breakwater Capital Group | 3,050 | $1.46M | 0.53% | −442−12.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,051 | $1.46M | 0.16% | −96−3.1% | Reduced |
| International Assets Investment Management, LLC | 3,071 | $1.47M | 0.20% | +345+12.7% | Added |
| Aspiriant, LLC | 3,076 | $1.47M | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,082 | $1.48M | 0.56% | +81+2.7% | Added |
| Horizon Investments, LLC | 3,087 | $1.48M | 0.04% | −52−1.7% | Reduced |
| United Bank | 3,095 | $1.48M | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,111 | $1.49M | 0.02% | −7,087−69.5% | Reduced |
| Integrated Advisors Network LLC | 3,120 | $1.49M | 0.09% | +65+2.1% | Added |
| Founders Financial Securities LLC | 3,149 | $1.51M | 0.20% | −221−6.6% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.51M | 0.66% | +3,150 | New |
| GM Advisory Group, Inc. | 3,181 | $1.52M | 0.13% | −193−5.7% | Reduced |