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 | 1,127 | $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 Asset Management, LLC | 578 | $276.8K | 0.07% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $275.9K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $275.9K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 575 | $275.4K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $275.0K | 0.08% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $273.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 569 | $272.7K | 0.01% | +24+4.4% | Added |
| Trivant Custom Portfolio Group, LLC | 569 | $272.5K | 0.19% | −43−7.0% | Reduced |
| Investment Partners, Ltd. | 568 | $272.0K | 0.14% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 566 | $271.1K | 0.00% | −22,823−97.6% | Reduced |
| Isthmus Partners, LLC | 565 | $270.6K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 562 | $269.1K | 0.10% | 00.0% | Unchanged |
| Etfidea, LLC | 561 | $268.7K | 0.11% | +50+9.8% | Added |
| Geneos Wealth Management Inc. | 560 | $268.3K | 0.01% | −5−0.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 560 | $268.2K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 555 | $266.6K | 0.05% | +4+0.7% | Added |
| JSF Financial, LLC | 555 | $265.6K | 0.09% | +1+0.2% | Added |
| Waypoint Capital Advisors, LLC | 553 | $264.8K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 550 | $263.4K | 0.09% | −55−9.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $263.4K | 0.12% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 546 | $261.4K | 0.20% | −1−0.2% | Reduced |
| First Foundation Advisors | 544 | $260.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $260.5K | 0.04% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 540 | $259.4K | 0.08% | +540 | New |
| Gryphon Financial Partners LLC | 541 | $259.1K | 0.06% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 540 | $258.6K | 0.18% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 540 | $258.6K | 0.04% | +540 | New |
| V Wealth Advisors LLC | 539 | $258.3K | 0.04% | −26−4.6% | Reduced |
| Per Stirling Capital Management, LLC. | 539 | $258.1K | 0.05% | −127−19.1% | Reduced |
| CapWealth Advisors, LLC | 539 | $258.1K | 0.03% | +20+3.9% | Added |
| Ropes Wealth Advisors LLC | 538 | $257.7K | 0.04% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 538 | $257.4K | 2.36% | −1−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 536 | $256.7K | 0.01% | +58+12.1% | Added |
| Mendel Money Management | 535 | $256.4K | 0.13% | −5−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 535 | $256.2K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 532 | $255.1K | 0.08% | −29−5.2% | Reduced |
| Plancorp, LLC | 530 | $253.8K | 0.01% | +530 | New |
| Wintrust Investments LLC | 529 | $253.0K | 0.03% | +529 | New |
| Comerica Securities,inc. | 525 | $252.2K | 0.02% | −30−5.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $251.9K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 526 | $251.9K | 0.15% | +30+6.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 525 | $251.4K | 0.00% | −17−3.1% | Reduced |
| Atwood & Palmer Inc | 525 | $251.2K | 0.02% | +525 | New |
| Belpointe Asset Management LLC | 523 | $250.5K | 0.03% | −2,811−84.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $250.5K | 0.07% | −10−1.9% | Reduced |
| Tarbox Family Office, Inc. | 522 | $250.0K | 0.05% | 00.0% | Unchanged |
| Marion Wealth Management | 521 | $249.6K | 0.09% | +1+0.2% | Added |
| Aprio Wealth Management, LLC | 521 | $249.5K | 0.07% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $246.6K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 513 | $245.7K | 0.02% | −56−9.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 510 | $244.2K | 0.05% | −83−14.0% | Reduced |
| Arete Wealth Advisors, LLC | 509 | $244.0K | 0.02% | −42−7.6% | Reduced |
| KWMG, LLC | 508 | $243.3K | 0.03% | 00.0% | Unchanged |
| Asset Planning Corporation | 506 | $242.5K | 0.18% | +1+0.2% | Added |
| Resources Management Corp | 506 | $242.0K | 0.04% | −1,154−69.5% | Reduced |
| First Interstate Bank | 505 | $241.8K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 505 | $241.8K | 0.07% | +505 | New |
| Federation des caisses Desjardins du Quebec | 504 | $241.4K | 0.00% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $240.9K | 0.24% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 500 | $239.5K | 0.13% | −50−9.1% | Reduced |
| J2 Capital Management Inc | 500 | $239.5K | 0.28% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $239.5K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $239.5K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $239.5K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 500 | $239.5K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $239.0K | 0.04% | −100−16.7% | Reduced |
| Ellis Investment Partners, LLC | 497 | $237.8K | 0.06% | +1+0.2% | Added |
| Maryland Capital Advisors Inc. | 495 | $237.1K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 495 | $237.1K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 495 | $237.1K | 0.14% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $236.1K | 0.05% | 00.0% | Unchanged |
| Congress Asset Management Co | 489 | $234.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 488 | $233.7K | 0.09% | −16−3.2% | Reduced |
| Empower Advisory Group, LLC | 487 | $233.2K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 486 | $232.8K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 483 | $232.3K | 0.19% | +483 | New |
| Hanson & Doremus Investment Management | 475 | $227.0K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 471 | $225.4K | 0.01% | +471 | New |
| Mather Group, LLC. | 471 | $225.3K | 0.00% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 470 | $225.1K | 0.03% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $225.0K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 469 | $224.6K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 466 | $223.2K | 0.13% | 00.0% | Unchanged |
| Northeast Investment Management | 465 | $222.7K | 0.01% | +13+2.9% | Added |
| Aspen Investment Management Inc | 463 | $222.0K | 0.13% | 00.0% | Unchanged |
| Rise Advisors, LLC | 463 | $221.9K | 0.17% | +23+5.2% | Added |
| Investment Advisory Services Inc | 460 | $220.3K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $220.3K | 0.07% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 460 | $220.3K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 458 | $220.0K | 0.10% | +458 | New |
| Psagot Value Holdings Ltd. / (Israel) | 462 | $220.0K | 0.11% | −286−38.2% | Reduced |
| Soundmark Wealth Management, LLC | 459 | $220.0K | 0.12% | +1+0.2% | Added |
| Harbor Investment Advisory, LLC | 459 | $219.8K | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 459 | $219.8K | 0.01% | +459 | New |
| Exeter Financial, LLC | 450 | $218.9K | 0.11% | 00.0% | Unchanged |
| Heritage Trust Co | 457 | $218.9K | 0.03% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 443 | $217.6K | 0.24% | 00.0% | Unchanged |
| American Trust | 453 | $217.2K | 0.02% | −6−1.3% | Reduced |
| Tradition Wealth Management, LLC | 452 | $217.0K | 0.03% | −96−17.5% | Reduced |
| Ascent Group, LLC | 442 | $216.1K | 0.02% | −8−1.8% | Reduced |