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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 5,067 | $2.43M | 0.16% | +7+0.1% | Added |
| Argent Trust Co | 5,186 | $2.48M | 0.13% | −123−2.3% | Reduced |
| Global Retirement Partners, LLC | 5,231 | $2.51M | 0.12% | −16−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 5,293 | $2.54M | 1.06% | −314−5.6% | Reduced |
| Private Trust Co NA | 5,321 | $2.55M | 0.32% | −59−1.1% | Reduced |
| Coastline Trust Co | 5,342 | $2.56M | 0.36% | −435−7.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,342 | $2.56M | 0.85% | −182−3.3% | Reduced |
| Select Equity Group, L.P. | 5,372 | $2.57M | 0.01% | +5,372 | New |
| Northstar Asset Management LLC | 5,500 | $2.63M | 0.72% | −160−2.8% | Reduced |
| Sigma Planning Corp | 5,513 | $2.64M | 0.09% | +2,117+62.3% | Added |
| National Asset Management, Inc. | 5,546 | $2.66M | 0.06% | −2,197−28.4% | Reduced |
| Disciplined Investments, LLC | 5,585 | $2.67M | 1.43% | −129−2.3% | Reduced |
| Regents of the University of California | 5,600 | $2.68M | 0.34% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,630 | $2.70M | 0.37% | −6−0.1% | Reduced |
| Equitable Holdings, Inc. | 5,673 | $2.72M | 0.04% | −14−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 5,679 | $2.72M | 1.48% | −145−2.5% | Reduced |
| IFG Advisory, LLC | 5,681 | $2.72M | 0.24% | −74−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,698 | $2.73M | 0.03% | −105−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 5,723 | $2.74M | 0.02% | −574−9.1% | Reduced |
| Romano Brothers and Company | 5,848 | $2.80M | 0.42% | +80+1.4% | Added |
| Whalerock Point Partners, LLC | 5,849 | $2.80M | 0.95% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 5,875 | $2.81M | 1.25% | −69−1.2% | Reduced |
| Meridian Wealth Management, LLC | 5,950 | $2.85M | 0.24% | −488−7.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,953 | $2.85M | 0.68% | −113−1.9% | Reduced |
| Audent Global Asset Management, LLC | 5,968 | $2.86M | 3.41% | −72−1.2% | Reduced |
| Larson Financial Group LLC | 6,014 | $2.88M | 0.29% | −104−1.7% | Reduced |
| Naples Global Advisors, LLC | 6,002 | $2.88M | 0.34% | −10−0.2% | Reduced |
| Apollon Wealth Management, LLC | 6,058 | $2.90M | 0.14% | −249−3.9% | Reduced |
| Fiduciary Trust Co | 6,065 | $2.90M | 0.05% | +1,098+22.1% | Added |
| Wealthcare Advisory Partners LLC | 6,118 | $2.93M | 0.13% | −55−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,128 | $2.93M | 0.23% | −4,625−43.0% | Reduced |
| Perigon Wealth Management, LLC | 6,149 | $2.94M | 0.12% | +1,655+36.8% | Added |
| Segall Bryant & Hamill, LLC | 6,193 | $2.97M | 0.03% | −1,659−21.1% | Reduced |
| Madison Asset Management, LLC | 6,268 | $3.00M | 0.04% | −1,689−21.2% | Reduced |
| Merit Financial Group, LLC | 6,284 | $3.01M | 0.10% | +2,319+58.5% | Added |
| Sepio Capital, LP | 6,300 | $3.02M | 0.25% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $3.02M | 0.51% | +6,309 | New |
| Bristlecone Advisors, LLC | 6,320 | $3.03M | 0.30% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,183 | $3.03M | 1.33% | +45+0.7% | Added |
| Charter Research & Investment Group, Inc. | 6,381 | $3.06M | 2.54% | +161+2.6% | Added |
| D.A. Davidson & Co. | 6,389 | $3.06M | 0.03% | +4,691+276.3% | Added |
| Relative Value Partners Group, LLC | 6,467 | $3.10M | 0.20% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,610 | $3.17M | 1.73% | −474−6.7% | Reduced |
| Glen Eagle Advisors, LLC | 6,640 | $3.18M | 0.73% | −113−1.7% | Reduced |
| Ballentine Partners, LLC | 6,687 | $3.20M | 0.07% | −10.0% | Reduced |
| Summit Wealth Partners, LLC | 6,693 | $3.21M | 0.80% | 00.0% | Unchanged |
| Bailard, Inc. | 6,753 | $3.23M | 0.11% | −105−1.5% | Reduced |
| Midwest Financial Group LLC | 6,767 | $3.24M | 2.75% | +371+5.8% | Added |
| Paladin Advisory Group, LLC | 6,841 | $3.28M | 2.63% | −23−0.3% | Reduced |
| Veracity Capital LLC | 6,907 | $3.31M | 1.41% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,953 | $3.33M | 0.07% | +1,099+18.8% | Added |
| Leavell Investment Management, Inc. | 7,036 | $3.38M | 0.23% | +2,605+58.8% | Added |
| Gould Asset Management LLC | 7,086 | $3.39M | 0.95% | −15−0.2% | Reduced |
| GenTrust, LLC | 7,225 | $3.47M | 0.24% | −749−9.4% | Reduced |
| Wetherby Asset Management Inc | 7,264 | $3.48M | 0.19% | −120−1.6% | Reduced |
| Harbour Investments, Inc. | 7,296 | $3.49M | 0.17% | −1,979−21.3% | Reduced |
| Bay Rivers Group | 7,359 | $3.52M | 2.64% | +286+4.0% | Added |
| Union Savings Bank | 7,084 | $3.53M | 2.11% | +7,084 | New |
| Resources Investment Advisors, LLC. | 7,417 | $3.55M | 0.08% | −21−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 7,471 | $3.58M | 0.13% | −85−1.1% | Reduced |
| Lionsbridge Wealth Management LLC | 7,474 | $3.58M | 3.20% | +1,857+33.1% | Added |
| Ti-Trust, Inc | 7,490 | $3.59M | 3.30% | +182+2.5% | Added |
| Insigneo Advisory Services, LLC | 7,472 | $3.59M | 0.69% | +273+3.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,641 | $3.66M | 2.29% | −69−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.69M | 0.07% | −221−2.8% | Reduced |
| Renaissance Investment Group LLC | 7,716 | $3.70M | 0.97% | −172−2.2% | Reduced |
| Connolly Sarah T. | 7,718 | $3.70M | 2.23% | 00.0% | Unchanged |
| Davis R M Inc | 7,768 | $3.72M | 0.09% | −200−2.5% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.72M | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,948 | $3.81M | 0.29% | +632+8.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,042 | $3.85M | 1.79% | −288−3.5% | Reduced |
| CMG Global Holdings, LLC | 8,042 | $3.85M | 3.15% | −10.0% | Reduced |
| Barrett & Company, Inc. | 8,120 | $3.89M | 2.25% | −67−0.8% | Reduced |
| Segment Wealth Management, LLC | 8,273 | $3.96M | 0.41% | −10−0.1% | Reduced |
| Highview Capital Management LLC | 8,352 | $4.00M | 2.15% | −15−0.2% | Reduced |
| AMG National Trust Bank | 8,401 | $4.02M | 0.13% | +194+2.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,408 | $4.03M | 0.13% | +93+1.1% | Added |
| Keybank National Association | 8,424 | $4.03M | 0.02% | +10.0% | Added |
| Court Place Advisors, LLC | 8,451 | $4.05M | 1.42% | −44−0.5% | Reduced |
| Evensky & Katz LLC | 8,465 | $4.05M | 0.31% | −353−4.0% | Reduced |
| Granite FO LLC | 8,484 | $4.06M | 2.78% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8,542 | $4.09M | 0.44% | −19−0.2% | Reduced |
| G&S Capital LLC | 8,602 | $4.12M | 1.98% | −5,981−41.0% | Reduced |
| Haverford Trust Co | 8,641 | $4.14M | 0.05% | −247−2.8% | Reduced |
| Allworth Financial LP | 8,734 | $4.18M | 0.04% | −215−2.4% | Reduced |
| Synovus Financial Corp | 8,758 | $4.19M | 0.05% | −725−7.6% | Reduced |
| Oppenheimer & Co Inc | 8,820 | $4.22M | 0.08% | −2,239−20.2% | Reduced |
| RVW Wealth, LLC | 8,914 | $4.27M | 0.50% | −1,687−15.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 9,000 | $4.31M | 0.95% | +9,000 | New |
| United Capital Financial Advisers, LLC | 9,028 | $4.32M | 0.02% | −93−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,050 | $4.33M | 0.59% | −418−4.4% | Reduced |
| KMG Fiduciary Partners, LLC | 9,064 | $4.34M | 0.56% | −1,137−11.1% | Reduced |
| Sonata Capital Group Inc | 9,142 | $4.38M | 2.26% | +98+1.1% | Added |
| Newport Capital Group, LLC | 9,172 | $4.39M | 2.21% | +9,172 | New |
| Cetera Investment Advisers | 9,205 | $4.41M | 0.04% | −6,181−40.2% | Reduced |
| Balboa Wealth Partners | 9,403 | $4.50M | 1.57% | −1,758−15.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.52M | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,458 | $4.53M | 0.08% | +803+9.3% | Added |
| Intrepid Financial Planning Group LLC | 9,489 | $4.54M | 2.18% | −107−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,602 | $4.60M | 0.08% | +150+1.6% | Added |