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 |
|---|---|---|---|---|---|
| Bassett Hargrove Investment Counsel, LLC | 485 | $216.0K | 0.40% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 451 | $215.9K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $215.7K | 0.06% | 00.0% | Unchanged |
| Pachira Investments Inc. | 445 | $213.1K | 0.23% | −24−5.1% | Reduced |
| BerganKDV Wealth Management, LLC | 444 | $212.6K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 444 | $212.6K | 0.01% | +444 | New |
| O'Shaughnessy Asset Management, LLC | 444 | $212.6K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $212.6K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $212.2K | 0.23% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 443 | $212.1K | 0.08% | +443 | New |
| LWMG, LLC | 441 | $211.2K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 440 | $210.7K | 0.02% | −160−26.7% | Reduced |
| Pictet & Cie (Europe) SA | 439 | $210.2K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 437 | $209.3K | 0.06% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 435 | $208.3K | 0.07% | +435 | New |
| CoreCap Advisors, LLC | 432 | $206.9K | 0.01% | +432 | New |
| Van Strum & Towne Inc. | 430 | $205.9K | 0.09% | +430 | New |
| First Nebraska Trust Co | 425 | $203.5K | 0.02% | +425 | New |
| Symphony Financial, Ltd. Co. | 426 | $202.8K | 0.05% | +426 | New |
| Brown Miller Wealth Management, LLC | 422 | $202.1K | 0.11% | +422 | New |
| Texas Capital Bancshares Inc | 420 | $201.1K | 0.11% | +420 | New |
| Cohen Lawrence B | 420 | $201.1K | 0.13% | +420 | New |
| Brookmont Capital Management | 420 | $201.1K | 0.12% | +420 | New |
| Thrivent Financial for Lutherans | 422 | $201.0K | 0.00% | −481−53.3% | Reduced |
| Bangor Savings Bank | 416 | $199.2K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 400 | $191.0K | 0.05% | −660−62.3% | Reduced |
| Creative Financial Designs Inc | 386 | $185.0K | 0.02% | +284+278.4% | Added |
| GW&K Investment Management, LLC | 370 | $177.0K | 0.00% | +5+1.4% | Added |
| Parkside Financial Bank & Trust | 365 | $174.8K | 0.04% | −140−27.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 364 | $174.6K | 0.01% | +71+24.2% | Added |
| Garde Capital, Inc. | 362 | $173.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 360 | $172.4K | 0.06% | −5,098−93.4% | Reduced |
| Blackhill Capital Inc | 351 | $168.1K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 346 | $165.8K | 0.03% | +1+0.3% | Added |
| Arcadia Investment Management Corp | 342 | $163.8K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 335 | $160.0K | 0.09% | +335 | New |
| Sunbelt Securities, Inc. | 333 | $159.5K | 0.02% | +50+17.7% | Added |
| JJJ Advisors Inc. | 290 | $139.3K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 280 | $134.0K | 0.03% | +280 | New |
| Contravisory Investment Management, Inc. | 277 | $132.8K | 0.04% | +16+6.1% | Added |
| Toronto Dominion Bank | 263 | $126.0K | 0.00% | −984−78.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 262 | $125.5K | 0.06% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 262 | $125.5K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 257 | $123.3K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $122.6K | 0.04% | +256 | New |
| Evermay Wealth Management LLC | 250 | $120.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $120.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $118.8K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 237 | $113.7K | 0.10% | −36−13.2% | Reduced |
| Asset Dedication, LLC | 237 | $113.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $110.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 614 | $109.0K | 0.01% | −750−55.0% | Reduced |
| Icon Wealth Partners, LLC | 226 | $108.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $105.4K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 211 | $101.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 208 | $99.6K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $99.4K | 0.01% | −2,689−92.9% | Reduced |
| Mascoma Wealth Management LLC | 198 | $96.9K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $95.3K | 0.06% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 195 | $93.4K | 0.09% | +195 | New |
| Group One Trading, L.P. | 194 | $92.9K | 0.00% | +194 | New |
| Banque Cantonale Vaudoise | 193 | $92.0K | 0.00% | −13−6.3% | Reduced |
| M&R Capital Management Inc | 190 | $91.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $88.6K | 0.01% | +185 | New |
| Sutton Wealth Advisors Inc. | 177 | $84.8K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 175 | $83.8K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $82.4K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 165 | $79.0K | 0.03% | −35−17.5% | Reduced |
| Horizons Wealth Management | 164 | $78.5K | 0.06% | +41+33.3% | Added |
| Assetmark, Inc | 164 | $78.5K | 0.00% | +98+148.5% | Added |
| Northwest Investment Counselors, LLC | 159 | $76.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $72.1K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $71.8K | 0.05% | −50−25.0% | Reduced |
| Hollencrest Capital Management | 150 | $71.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $71.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $71.8K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $71.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 135 | $64.7K | 0.03% | +135 | New |
| TD Capital Management LLC | 130 | $62.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $60.1K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $59.9K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 120 | $57.5K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $55.0K | 0.02% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 109 | $52.2K | 0.03% | +109 | New |
| Jones Financial Companies LLLP | 108 | $51.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $51.7K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $48.4K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $47.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $47.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $47.9K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $47.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 93 | $44.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $44.5K | 0.00% | +4+4.5% | Added |
| First Community Trust NA | 90 | $43.1K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $43.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $41.4K | 0.01% | +86 | New |
| Perkins Coie Trust Co | 85 | $40.7K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $38.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 75 | $35.9K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $33.5K | 0.02% | 00.0% | Unchanged |