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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,174 | $1.52M | 0.06% | +1,540+94.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,211 | $1.54M | 1.04% | −55−1.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,237 | $1.55M | 0.41% | −12−0.4% | Reduced |
| GEM Asset Management, LLC | 3,253 | $1.56M | 1.20% | +531+19.5% | Added |
| Regions Financial Corp | 3,279 | $1.57M | 0.01% | −22−0.7% | Reduced |
| PFG Advisors | 3,295 | $1.58M | 0.12% | −34−1.0% | Reduced |
| Private Asset Management Inc | 3,296 | $1.58M | 0.30% | −1,015−23.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,332 | $1.60M | 0.12% | −40−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,363 | $1.61M | 0.06% | −56−1.6% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.62M | 0.33% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,396 | $1.63M | 0.83% | −10−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,400 | $1.63M | 0.58% | −10−0.3% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.63M | 0.35% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.64M | 0.22% | 00.0% | Unchanged |
| Spire Wealth Management | 3,430 | $1.64M | 0.06% | −37−1.1% | Reduced |
| Kelman-Lazarov, Inc. | 3,441 | $1.65M | 0.40% | −300−8.0% | Reduced |
| Meridian Financial, LLC | 3,456 | $1.66M | 1.49% | +3+0.1% | Added |
| Nwam LLC | 3,488 | $1.67M | 0.14% | +2,425+228.1% | Added |
| Lindbrook Capital, LLC | 3,493 | $1.67M | 0.18% | −18−0.5% | Reduced |
| Darrow Company, Inc. | 3,517 | $1.68M | 1.40% | −118−3.2% | Reduced |
| Sunflower Bank, N.A. | 3,521 | $1.69M | 0.39% | −805−18.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,540 | $1.70M | 0.03% | −1,000−22.0% | Reduced |
| Paulson Wealth Management Inc. | 3,543 | $1.70M | 0.58% | +425+13.6% | Added |
| TSFG, LLC | 3,549 | $1.70M | 0.63% | −54−1.5% | Reduced |
| Kingfisher Capital LLC | 3,550 | $1.70M | 0.44% | +6+0.2% | Added |
| Freestone Capital Holdings, LLC | 3,553 | $1.70M | 0.07% | +55+1.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,612 | $1.73M | 0.57% | +22+0.6% | Added |
| Northern Oak Wealth Management Inc | 3,631 | $1.74M | 0.21% | −489−11.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,633 | $1.74M | 0.18% | −75−2.0% | Reduced |
| XML Financial, LLC | 3,643 | $1.74M | 0.20% | −92−2.5% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.75M | 0.81% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,661 | $1.75M | 0.90% | −18−0.5% | Reduced |
| Focus Financial Network, Inc. | 3,654 | $1.76M | 0.10% | −213−5.5% | Reduced |
| Wesbanco Bank Inc | 3,670 | $1.76M | 0.07% | +574+18.5% | Added |
| Lowe Wealth Advisors, LLC | 3,692 | $1.77M | 0.90% | −48−1.3% | Reduced |
| WealthBridge Capital Management, LLC | 3,740 | $1.79M | 0.72% | +130+3.6% | Added |
| Oxford Financial Group Ltd | 3,754 | $1.80M | 0.17% | +376+11.1% | Added |
| Crescent Sterling, Ltd. | 3,763 | $1.80M | 1.71% | +553+17.2% | Added |
| Old Second National Bank of Aurora | 3,767 | $1.80M | 0.52% | −6−0.2% | Reduced |
| Compass Wealth Management LLC | 3,782 | $1.81M | 0.55% | −6−0.2% | Reduced |
| Signature Securities Group Corporation | 3,778 | $1.81M | 0.68% | −216−5.4% | Reduced |
| Northwest Bancshares, Inc. | 3,804 | $1.82M | 0.33% | −188−4.7% | Reduced |
| Man Group plc | 3,804 | $1.82M | 0.01% | +3,804 | New |
| Jordan Park Group LLC | 3,810 | $1.82M | 0.12% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,821 | $1.84M | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,855 | $1.85M | 0.05% | +322+9.1% | Added |
| Intelligent Financial Strategies | 3,847 | $1.85M | 1.35% | +4+0.1% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.85M | 2.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,878 | $1.86M | 0.61% | +3+0.1% | Added |
| First Citizens Bank & Trust Co | 3,883 | $1.86M | 0.03% | +646+20.0% | Added |
| Harvest Investment Services, LLC | 3,898 | $1.87M | 1.06% | +1,450+59.2% | Added |
| Graypoint LLC | 3,945 | $1.89M | 0.19% | +652+19.8% | Added |
| Soltis Investment Advisors LLC | 3,958 | $1.90M | 0.22% | −330−7.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,983 | $1.91M | 0.45% | −97−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,014 | $1.92M | 0.32% | +10+0.2% | Added |
| Toroso Investments, LLC | 4,071 | $1.95M | 0.06% | +4,071 | New |
| Cambridge Trust Co | 4,084 | $1.96M | 0.09% | −65−1.6% | Reduced |
| Umb Bank N A | 4,085 | $1.96M | 0.03% | −20−0.5% | Reduced |
| Woodstock Corp | 4,102 | $1.96M | 0.23% | +86+2.1% | Added |
| Cambridge Advisors Inc. | 4,109 | $1.97M | 0.50% | −50−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 4,115 | $1.97M | 0.25% | +55+1.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $1.99M | 0.65% | −3,361−44.7% | Reduced |
| Transatlantique Private Wealth LLC | 4,155 | $1.99M | 1.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,156 | $1.99M | 1.39% | −115−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,157 | $1.99M | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 4,179 | $2.00M | 0.07% | −20−0.5% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.02M | 0.07% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,235 | $2.03M | 0.31% | −24−0.6% | Reduced |
| Buckingham Strategic Partners | 4,260 | $2.04M | 0.11% | +1,080+34.0% | Added |
| Delta Financial Group, Inc. | 4,271 | $2.05M | 2.40% | +265+6.6% | Added |
| GFS Advisors, LLC | 4,375 | $2.10M | 0.47% | −2,225−33.7% | Reduced |
| ZWJ Investment Counsel Inc | 4,381 | $2.10M | 0.11% | −35−0.8% | Reduced |
| Tower View Investment Management & Research LLC | 4,385 | $2.10M | 1.42% | −608−12.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,396 | $2.11M | 1.84% | −105−2.3% | Reduced |
| J. Goldman & Co LP | 4,419 | $2.12M | 0.12% | +4,419 | New |
| Summit Financial, LLC | 4,444 | $2.13M | 0.16% | −1,479−25.0% | Reduced |
| Davidson Trust Co | 4,495 | $2.15M | 1.56% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,500 | $2.16M | 0.15% | −113−2.4% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.16M | 0.69% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,501 | $2.16M | 0.15% | −25−0.6% | Reduced |
| Harbor Advisory Corp | 4,518 | $2.16M | 0.76% | +40+0.9% | Added |
| West Paces Advisors Inc. | 4,562 | $2.18M | 0.64% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,564 | $2.19M | 0.71% | −46−1.0% | Reduced |
| Sage Financial Management Group, Inc. | 4,574 | $2.19M | 13.15% | +1,398+44.0% | Added |
| TD Waterhouse Canada Inc. | 4,467 | $2.21M | 0.02% | +8+0.2% | Added |
| JMG Financial Group, Ltd. | 4,685 | $2.24M | 0.11% | −35−0.7% | Reduced |
| New England Private Wealth Advisors LLC | 4,718 | $2.26M | 0.46% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,723 | $2.26M | 0.05% | +3,863+449.2% | Added |
| Diversified Trust Co | 4,787 | $2.29M | 0.08% | −110−2.2% | Reduced |
| Greenleaf Trust | 4,790 | $2.29M | 0.02% | +2,156+81.9% | Added |
| Asset Management Group, Inc. | 4,817 | $2.31M | 0.49% | +12+0.2% | Added |
| Hoylecohen, LLC | 4,842 | $2.32M | 0.20% | −701−12.6% | Reduced |
| Courier Capital LLC | 4,857 | $2.33M | 0.18% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4,881 | $2.34M | 1.44% | −178−3.5% | Reduced |
| Spinnaker Trust | 4,922 | $2.36M | 0.17% | −10−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 4,927 | $2.36M | 0.17% | +500+11.3% | Added |
| Vanguard Group Inc | 4,937 | $2.36M | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,968 | $2.38M | 0.44% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,000 | $2.39M | 0.16% | +5,000 | New |
| Winthrop Advisory Group LLC | 4,994 | $2.40M | 0.38% | −26−0.5% | Reduced |