SPDR S&P Midcap 400 ETF Trust

MDY

Exchange: NYSE
SEC CIK: 0000936958

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2023: 1,155 institutions

Value heldQ2 2023: $11.9B

Institutions holding MDY and their total value by quarter
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.

Institutions holding MDY in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
SRS Capital Advisors, Inc.	65	$31.1K	0.00%	+46+242.1%	Added
Annapolis Financial Services, LLC	61	$29.2K	0.01%	00.0%	Unchanged
Norwood Financial Corp	57	$27.3K	0.04%	00.0%	Unchanged
Global Trust Asset Management, LLC	56	$26.8K	0.01%	00.0%	Unchanged
Piscataqua Savings Bank	56	$26.8K	0.02%	00.0%	Unchanged
Webster Bank, N. A.	55	$26.3K	0.00%	00.0%	Unchanged
Safeguard Financial, LLC	55	$26.0K	0.01%	+55	New
Evolution Advisers, Inc.	54	$25.0K	0.02%	00.0%	Unchanged
Ridgewood Investments LLC	51	$24.5K	0.01%	00.0%	Unchanged
City Holding Co	50	$23.9K	0.00%	00.0%	Unchanged
First Manhattan Co	49	$23.5K	0.00%	+38+345.5%	Added
Beaird Harris Wealth Management, LLC	46	$22.0K	0.00%	00.0%	Unchanged
Concord Wealth Partners	46	$21.9K	0.00%	00.0%	Unchanged
Gradient Investments LLC	45	$21.6K	0.00%	−3−6.3%	Reduced
Bourgeon Capital Management LLC	45	$21.6K	0.01%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	45	$21.6K	0.01%	+45	New
National Bank of Canada	45	$21.5K	0.00%	−220−83.0%	Reduced
Eagle Bay Advisors LLC	43	$20.6K	0.01%	+43	New
Transamerica Financial Advisors, Inc.	40	$20.0K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	42	$20.0K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	40	$19.2K	0.00%	−30−42.9%	Reduced
Chilton Capital Management LLC	36	$17.2K	0.00%	00.0%	Unchanged
Amundi	35	$16.8K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	32	$15.3K	0.01%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	30	$14.4K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	30	$14.4K	0.01%	+30	New
Financial Connections Group, Inc.	31	$14.0K	0.01%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	27	$13.0K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	26	$12.5K	0.00%	00.0%	Unchanged
City State Bank	25	$12.0K	0.01%	00.0%	Unchanged
Arrow Financial Corp	25	$12.0K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	25	$12.0K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	22	$10.0K	0.00%	00.0%	Unchanged
CKW Financial Group	20	$10.0K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	20	$9.58K	0.00%	+20	New
Stephens Consulting, LLC	19	$9.10K	0.00%	00.0%	Unchanged
Live Oak Investment Partners	–	$9.10K	0.01%	–	–
Roble, Belko & Company, Inc	19	$9.00K	0.00%	−487−96.2%	Reduced
RE Dickinson Investment Advisors, LLC	19	$9.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	17	$9.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	16	$7.71K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	16	$7.67K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	15	$7.18K	0.01%	−13−46.4%	Reduced
FSC Wealth Advisors, LLC	15	$7.18K	0.01%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	14	$6.71K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	13	$6.23K	0.00%	+13	New
GHP Investment Advisors, Inc.	12	$5.83K	0.00%	00.0%	Unchanged
Tower Research Capital LLC (TRC)	12	$5.75K	0.00%	−97−89.0%	Reduced
Activest Wealth Management	24	$5.59K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	10	$4.79K	0.00%	00.0%	Unchanged
Key Financial Inc	10	$4.79K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	9	$4.31K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	7	$3.35K	0.00%	+7	New
AllSquare Wealth Management LLC	6	$2.68K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	3	$1.44K	0.00%	00.0%	Unchanged
Financial & Tax Architects, LLC	0	$0	0.00%	−14,390−100.0%	Sold out
Pinkerton Retirement Specialists, LLC	0	$0	0.00%	−12,994−100.0%	Sold out
Glassy Mountain Advisors, Inc.	0	$0	0.00%	−10,962−100.0%	Sold out
Coco Enterprises, LLC	0	$0	0.00%	−65,179−100.0%	Sold out
Redhawk Wealth Advisors, Inc.	0	$0	0.00%	−9,784−100.0%	Sold out
One + One Wealth Management, LLC	0	$0	0.00%	−9,709−100.0%	Sold out
EWG Elevate Inc.	0	$0	0.00%	−7,094−100.0%	Sold out
Pinnacle Family Advisors, LLC	0	$0	0.00%	−6,316−100.0%	Sold out
Flow Traders U.S. LLC	0	$0	0.00%	−5,505−100.0%	Sold out
Capital Advisory Group Advisory Services, LLC	0	$0	0.00%	−4,514−100.0%	Sold out
Waterloo Capital, L.P.	0	$0	0.00%	−4,501−100.0%	Sold out
Venturi Wealth Management, LLC	0	$0	0.00%	−4,147−100.0%	Sold out
Marshall Wace, LLP	0	$0	0.00%	−3,000−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−2,821−100.0%	Sold out
First National Bank of Omaha	0	$0	0.00%	−1,129−100.0%	Sold out
Wealth Advisory Solutions, LLC	0	$0	0.00%	−1,120−100.0%	Sold out
Sowell Financial Services LLC	0	$0	0.00%	−1,063−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−893−100.0%	Sold out
Capital Investment Advisors, LLC	0	$0	0.00%	−891−100.0%	Sold out
Overbrook Management Corp	0	$0	0.00%	−860−100.0%	Sold out
Guardian Capital Advisors LP	0	$0	0.00%	−850−100.0%	Sold out
Securian Asset Management, Inc	0	$0	0.00%	−800−100.0%	Sold out
Janney Capital Management LLC	0	$0	0.00%	−767−100.0%	Sold out
M Holdings Securities, Inc.	0	$0	0.00%	−687−100.0%	Sold out
Financial Partners Group, Inc	0	$0	0.00%	−648−100.0%	Sold out
Wealth Enhancement Advisory Services, LLC	0	$0	0.00%	−614−100.0%	Sold out
Green Harvest Asset Management LLC	0	$0	0.00%	−598−100.0%	Sold out
Schroder Investment Management Group	0	$0	0.00%	−586−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−575−100.0%	Sold out
Gateway Wealth Partners, LLC	0	$0	0.00%	−546−100.0%	Sold out
Laidlaw Wealth Management LLC	0	$0	0.00%	−518−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−506−100.0%	Sold out
Norway Savings Bank	0	$0	0.00%	−490−100.0%	Sold out
Vickerman Investment Advisors, Inc.	0	$0	0.00%	−484−100.0%	Sold out
Midwest Professional Planners, LTD.	0	$0	0.00%	−471−100.0%	Sold out
Jennison Associates LLC	0	$0	0.00%	−445−100.0%	Sold out
Ellevest, Inc.	0	$0	0.00%	−367−100.0%	Sold out
Cascade Investment Advisors, Inc.	0	$0	0.00%	−320−100.0%	Sold out
Milestone Investment Advisors LLC	0	$0	0.00%	−319−100.0%	Sold out
Atlantic Trust, LLC	0	$0	0.00%	−192−100.0%	Sold out
Ten Capital Wealth Advisors, LLC	0	$0	0.00%	−150−100.0%	Sold out
Fortis Capital Advisors, LLC	0	$0	0.00%	−150−100.0%	Sold out
Quent Capital, LLC	0	$0	0.00%	−130−100.0%	Sold out
Pointe Capital Management LLC	0	$0	0.00%	−114−100.0%	Sold out
Bellwether Advisors, LLC	0	$0	0.00%	−52−100.0%	Sold out