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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 36,111 | $17.3M | 0.62% | −308−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 35,949 | $17.2M | 6.08% | −348−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 35,037 | $16.8M | 0.24% | −1,841−5.0% | Reduced |
| Means Investment Co., Inc. | 34,583 | $16.6M | 2.62% | −1,584−4.4% | Reduced |
| BDO Wealth Advisors, LLC | 34,320 | $16.4M | 1.89% | −160−0.5% | Reduced |
| SG Americas Securities, LLC | 33,838 | $16.2M | 0.14% | −4,480−11.7% | Reduced |
| Vestor Capital, LLC | 33,790 | $16.2M | 1.71% | −931−2.7% | Reduced |
| IFG Advisors, LLC | 33,714 | $16.1M | 5.73% | +1,413+4.4% | Added |
| Camden Capital, LLC | 33,572 | $16.1M | 1.83% | −38−0.1% | Reduced |
| Shapiro Capital Management LLC | 33,500 | $16.0M | 0.42% | +13,500+67.5% | Added |
| GYL Financial Synergies, LLC | 33,450 | $16.0M | 1.46% | +405+1.2% | Added |
| Pinnacle Financial Partners Inc | 33,365 | $16.0M | 0.40% | +5,316+19.0% | Added |
| Massmutual Trust Co FSB | 32,752 | $15.7M | 0.56% | +1,393+4.4% | Added |
| Tandem Wealth Advisors LLC | 32,125 | $15.4M | 9.30% | +294+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $15.3M | 0.07% | −13,000−28.9% | Reduced |
| Trustmark National Bank Trust Department | 31,822 | $15.2M | 1.41% | −159−0.5% | Reduced |
| Huntington National Bank | – | $15.0M | 0.14% | – | – |
| Curbstone Financial Management Corp | 31,222 | $15.0M | 3.56% | −150−0.5% | Reduced |
| Capital Fund Management S.A. | 30,532 | $14.6M | 0.23% | +2,029+7.1% | Added |
| Wolverine Trading, LLC | 30,210 | $14.4M | 0.19% | +22,012+268.5% | Added |
| Hancock Whitney Corp | 29,617 | $14.2M | 0.56% | −1,548−5.0% | Reduced |
| Wellspring Financial Advisors, LLC | 28,833 | $13.8M | 3.91% | −1,448−4.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,572 | $13.7M | 0.51% | −80−0.3% | Reduced |
| Lido Advisors, LLC | 28,106 | $13.5M | 0.15% | +1,669+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,701 | $13.3M | 0.06% | −6,122−18.1% | Reduced |
| Commerce Bank | 27,539 | $13.2M | 0.10% | −848−3.0% | Reduced |
| Simmons Bank | 26,734 | $12.8M | 1.08% | −616−2.3% | Reduced |
| MML Investors Services, LLC | 26,542 | $12.7M | 0.07% | −2,962−10.0% | Reduced |
| Green Square Capital Advisors LLC | 26,499 | $12.7M | 1.60% | −1,936−6.8% | Reduced |
| RMB Capital Management, LLC | 26,245 | $12.6M | 0.41% | −202−0.8% | Reduced |
| American International Group, Inc. | 26,000 | $12.5M | 0.08% | −9,200−26.1% | Reduced |
| Linscomb & Williams, Inc. | 25,008 | $12.0M | 0.65% | −1,565−5.9% | Reduced |
| Youngs Advisory Group, Inc. | 24,725 | $11.8M | 6.45% | +65+0.3% | Added |
| Cetera Advisor Networks LLC | 24,590 | $11.8M | 0.08% | −4,587−15.7% | Reduced |
| Caldwell Trust Co | 24,329 | $11.7M | 1.52% | −751−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,042 | $11.5M | 0.17% | +316+1.3% | Added |
| MCF Advisors LLC | 23,812 | $11.4M | 1.03% | −696−2.8% | Reduced |
| First Financial Bank - Trust Division | 23,367 | $11.2M | 1.17% | −361−1.5% | Reduced |
| Country Club Bank | 23,462 | $11.2M | 0.89% | −168−0.7% | Reduced |
| Cresset Asset Management, LLC | 23,024 | $11.0M | 0.08% | +2,893+14.4% | Added |
| Exchange Capital Management, Inc. | 22,861 | $10.9M | 2.03% | −415−1.8% | Reduced |
| Central Bank & Trust Co | 22,076 | $10.6M | 1.79% | −33−0.1% | Reduced |
| Agf Management Ltd | 21,714 | $10.4M | 0.08% | −85−0.4% | Reduced |
| Brown Brothers Harriman & Co | 21,371 | $10.2M | 0.08% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 21,292 | $10.2M | 10.76% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 21,180 | $10.1M | 1.90% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,850 | $9.99M | 0.01% | +19,957+2,234.8% | Added |
| Millennium Management LLC | 20,844 | $9.98M | 0.01% | +20,844 | New |
| EP Wealth Advisors, LLC | 6,791 | $9.97M | 0.15% | −9,386−58.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,765 | $9.95M | 3.23% | +55+0.3% | Added |
| Avantax Advisory Services, Inc. | 20,672 | $9.90M | 0.11% | +1,379+7.1% | Added |
| Cetera Advisors LLC | 20,626 | $9.88M | 0.16% | +640+3.2% | Added |
| Evercore Wealth Management, LLC | 20,496 | $9.82M | 0.18% | −167−0.8% | Reduced |
| Victory Capital Management Inc | 20,430 | $9.78M | 0.01% | +10,530+106.4% | Added |
| FMR LLC | 20,398 | $9.77M | 0.00% | −1,149−5.3% | Reduced |
| Old National Bancorp | 20,173 | $9.66M | 0.28% | −248−1.2% | Reduced |
| Lutz Financial Services LLC | 20,045 | $9.60M | 1.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,920 | $9.59M | 0.05% | 00.0% | Unchanged |
| jvl associates llc | 20,005 | $9.58M | 4.66% | −129−0.6% | Reduced |
| Mechanics Bank Trust Department | 19,633 | $9.40M | 1.50% | −123−0.6% | Reduced |
| Prospera Financial Services Inc | 19,599 | $9.39M | 0.36% | −6,595−25.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,479 | $9.33M | 3.83% | −1,687−8.0% | Reduced |
| Terry L. Blaker | 19,282 | $9.23M | 0.78% | −293−1.5% | Reduced |
| Wexford Capital LP | 19,225 | $9.21M | 1.84% | +19,225 | New |
| Trifecta Capital Advisors, LLC | 19,202 | $9.20M | 2.96% | 00.0% | Unchanged |
| Boston Family Office LLC | 18,674 | $8.94M | 0.69% | −2,624−12.3% | Reduced |
| HSBC Holdings PLC | 18,556 | $8.89M | 0.01% | −5,429−22.6% | Reduced |
| Grove Bank & Trust | 18,366 | $8.80M | 1.78% | −22−0.1% | Reduced |
| NBT Bank N A | 18,073 | $8.65M | 1.24% | −516−2.8% | Reduced |
| Credit Suisse AG | 17,782 | $8.52M | 0.01% | +962+5.7% | Added |
| Boston Private Wealth LLC | 17,647 | $8.45M | 0.15% | −22,711−56.3% | Reduced |
| CIBC Private Wealth Group, LLC | 17,133 | $8.21M | 0.02% | +234+1.4% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $8.15M | 7.98% | 00.0% | Unchanged |
| Tiaa, FSB | 16,759 | $8.03M | 0.03% | +156+0.9% | Added |
| Boston Financial Mangement LLC | 16,730 | $8.01M | 0.29% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 16,615 | $7.96M | 0.32% | −1,238−6.9% | Reduced |
| Legacy Advisors, LLC | 16,594 | $7.95M | 1.18% | +70.0% | Added |
| Capstone Financial Advisors, Inc. | 16,455 | $7.88M | 0.59% | −433−2.6% | Reduced |
| Pegasus Partners Ltd. | 16,443 | $7.87M | 1.16% | −2,930−15.1% | Reduced |
| Fifth Third Securities, Inc. | 16,438 | $7.87M | 0.86% | +1,026+6.7% | Added |
| Yousif Capital Management, LLC | 16,286 | $7.80M | 0.09% | −7,105−30.4% | Reduced |
| Raymond James Trust N.A. | 16,114 | $7.72M | 0.22% | −88−0.5% | Reduced |
| Telemus Capital, LLC | 15,971 | $7.65M | 0.65% | −41−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 15,646 | $7.51M | 0.10% | +458+3.0% | Added |
| Dakota Wealth Management | 15,267 | $7.31M | 0.34% | −107−0.7% | Reduced |
| Peddock Capital Advisors, LLC | 15,203 | $7.28M | 2.40% | −673−4.2% | Reduced |
| Howard Capital Management Inc. | 15,108 | $7.24M | 0.98% | +197+1.3% | Added |
| Palisade Asset Management, LLC | 15,049 | $7.21M | 0.84% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14,553 | $6.97M | 2.29% | +48+0.3% | Added |
| Legal & General Group Plc | 14,200 | $6.80M | 0.00% | 00.0% | Unchanged |
| Unionview, LLC | 14,081 | $6.74M | 6.16% | +176+1.3% | Added |
| Ameritas Investment Partners, Inc. | 14,045 | $6.73M | 0.25% | +2,000+16.6% | Added |
| Williams Jones Wealth Management, LLC. | 13,996 | $6.70M | 0.10% | −147−1.0% | Reduced |
| Meitav Dash Investments Ltd | 15,340 | $6.70M | 0.05% | +15,340 | New |
| Boyd Watterson Asset Management LLC | 13,930 | $6.67M | 2.65% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,740 | $6.60M | 4.20% | −307−2.2% | Reduced |
| Meridian Wealth Advisors, LLC | 13,743 | $6.58M | 1.59% | +379+2.8% | Added |
| Smith Anglin Financial, LLC | 13,737 | $6.58M | 0.80% | +29+0.2% | Added |
| GTS Securities LLC | 13,597 | $6.51M | 0.21% | +13,597 | New |
| Chesley Taft & Associates LLC | 13,530 | $6.48M | 0.40% | 00.0% | Unchanged |