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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 13,474 | $6.45M | 5.34% | +433+3.3% | Added |
| Busey Wealth Management | 13,459 | $6.45M | 0.26% | −58−0.4% | Reduced |
| Colorado Capital Management, Inc. | 13,407 | $6.42M | 4.74% | −73−0.5% | Reduced |
| Private Advisor Group, LLC | 13,185 | $6.40M | 0.06% | −195−1.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,346 | $6.39M | 0.21% | −1,367−9.3% | Reduced |
| Putnam Investments LLC | 13,172 | $6.31M | 0.01% | +8,695+194.2% | Added |
| Goelzer Investment Management, Inc. | 13,149 | $6.30M | 0.53% | −560−4.1% | Reduced |
| Wealthspire Advisors, LLC | 12,949 | $6.20M | 0.10% | −656−4.8% | Reduced |
| Rhumbline Advisers | 12,940 | $6.20M | 0.01% | −3,960−23.4% | Reduced |
| Community Bank, N.A. | 12,863 | $6.16M | 0.81% | −230−1.8% | Reduced |
| Staley Capital Advisers Inc | 12,777 | $6.12M | 0.33% | +10+0.1% | Added |
| AE Wealth Management LLC | 12,696 | $6.08M | 0.04% | −2,147−14.5% | Reduced |
| CWM, LLC | 12,659 | $6.06M | 0.04% | +42+0.3% | Added |
| Franklin Resources Inc | 12,560 | $6.02M | 0.00% | +70+0.6% | Added |
| RMR Wealth Builders | 12,392 | $5.93M | 1.01% | +207+1.7% | Added |
| Lincoln National Corp | 12,007 | $5.75M | 0.11% | −396−3.2% | Reduced |
| First Horizon Advisors, Inc. | 11,967 | $5.73M | 0.20% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,891 | $5.69M | 3.16% | +745+6.7% | Added |
| Sand Hill Global Advisors, LLC | 11,888 | $5.69M | 0.28% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,783 | $5.64M | 0.38% | +2,194+22.9% | Added |
| Retirement Income Solutions, Inc | 11,773 | $5.64M | 1.51% | −156−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,726 | $5.62M | 0.70% | +85+0.7% | Added |
| All Terrain Financial Advisors, LLC | 11,655 | $5.58M | 2.51% | 00.0% | Unchanged |
| Texas Permanent School Fund | 11,442 | $5.48M | 0.05% | +11,442 | New |
| Adirondack Trust Co | 10,935 | $5.45M | 2.55% | +291+2.7% | Added |
| Peak Asset Management, LLC | 11,264 | $5.39M | 1.25% | +24+0.2% | Added |
| Financial Engines Advisors L.L.C. | 11,211 | $5.39M | 0.01% | −1,035−8.5% | Reduced |
| Diversified Portfolios, Inc. | 11,165 | $5.35M | 1.07% | −179−1.6% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $5.34M | 0.24% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,029 | $5.28M | 0.02% | −5,790−34.4% | Reduced |
| Highland Capital Management, LLC | 11,021 | $5.28M | 0.34% | −17−0.2% | Reduced |
| Latigo Investments, LLC | 10,962 | $5.25M | 3.22% | 00.0% | Unchanged |
| Bokf, NA | 10,716 | $5.13M | 0.10% | −781−6.8% | Reduced |
| HB Wealth Management, LLC | 10,646 | $5.10M | 0.08% | +548+5.4% | Added |
| Bank of New Hampshire | 10,633 | $5.09M | 1.46% | +39+0.4% | Added |
| Firestone Capital Management | 10,308 | $5.06M | 1.65% | −72−0.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,473 | $5.02M | 0.53% | −12−0.1% | Reduced |
| Associated Banc-Corp | 10,472 | $5.02M | 0.19% | −182−1.7% | Reduced |
| Savant Capital, LLC | 10,366 | $4.96M | 0.08% | −15−0.1% | Reduced |
| Flputnam Investment Management Co | 10,344 | $4.95M | 0.13% | +209+2.1% | Added |
| Gries Financial LLC | 10,295 | $4.93M | 1.36% | +42+0.4% | Added |
| Lodestar Private Asset Management LLC | 10,288 | $4.93M | 0.83% | −63−0.6% | Reduced |
| Central Trust Co | 10,278 | $4.92M | 0.14% | −376−3.5% | Reduced |
| Bridgeworth, LLC | 10,266 | $4.92M | 0.54% | −43−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 10,198 | $4.88M | 0.63% | +20.0% | Added |
| Bank of Nova Scotia | 10,136 | $4.85M | 0.01% | −50−0.5% | Reduced |
| TKG Advisors, LLC | 10,109 | $4.84M | 3.15% | −5,780−36.4% | Reduced |
| Callan Family Office, LLC | 10,098 | $4.84M | 1.27% | +20.0% | Added |
| Kestra Advisory Services, LLC | 10,014 | $4.80M | 0.05% | −3,907−28.1% | Reduced |
| RBF Capital, LLC | 10,000 | $4.79M | 0.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,957 | $4.77M | 0.02% | +920+10.2% | Added |
| Motco | 9,955 | $4.77M | 0.31% | −377−3.6% | Reduced |
| Sageworth Trust Co | 9,953 | $4.77M | 0.34% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9,834 | $4.71M | 1.61% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,766 | $4.69M | 0.51% | −37−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,602 | $4.60M | 0.08% | +150+1.6% | Added |
| Intrepid Financial Planning Group LLC | 9,489 | $4.54M | 2.18% | −107−1.1% | Reduced |
| Modera Wealth Management, LLC | 9,458 | $4.53M | 0.08% | +803+9.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.52M | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 9,403 | $4.50M | 1.57% | −1,758−15.8% | Reduced |
| Cetera Investment Advisers | 9,205 | $4.41M | 0.04% | −6,181−40.2% | Reduced |
| Newport Capital Group, LLC | 9,172 | $4.39M | 2.21% | +9,172 | New |
| Sonata Capital Group Inc | 9,142 | $4.38M | 2.26% | +98+1.1% | Added |
| KMG Fiduciary Partners, LLC | 9,064 | $4.34M | 0.56% | −1,137−11.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,050 | $4.33M | 0.59% | −418−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 9,028 | $4.32M | 0.02% | −93−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 9,000 | $4.31M | 0.95% | +9,000 | New |
| RVW Wealth, LLC | 8,914 | $4.27M | 0.50% | −1,687−15.9% | Reduced |
| Oppenheimer & Co Inc | 8,820 | $4.22M | 0.08% | −2,239−20.2% | Reduced |
| Synovus Financial Corp | 8,758 | $4.19M | 0.05% | −725−7.6% | Reduced |
| Allworth Financial LP | 8,734 | $4.18M | 0.04% | −215−2.4% | Reduced |
| Haverford Trust Co | 8,641 | $4.14M | 0.05% | −247−2.8% | Reduced |
| G&S Capital LLC | 8,602 | $4.12M | 1.98% | −5,981−41.0% | Reduced |
| Salomon & Ludwin, LLC | 8,542 | $4.09M | 0.44% | −19−0.2% | Reduced |
| Granite FO LLC | 8,484 | $4.06M | 2.78% | 00.0% | Unchanged |
| Evensky & Katz LLC | 8,465 | $4.05M | 0.31% | −353−4.0% | Reduced |
| Court Place Advisors, LLC | 8,451 | $4.05M | 1.42% | −44−0.5% | Reduced |
| Keybank National Association | 8,424 | $4.03M | 0.02% | +10.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,408 | $4.03M | 0.13% | +93+1.1% | Added |
| AMG National Trust Bank | 8,401 | $4.02M | 0.13% | +194+2.4% | Added |
| Highview Capital Management LLC | 8,352 | $4.00M | 2.15% | −15−0.2% | Reduced |
| Segment Wealth Management, LLC | 8,273 | $3.96M | 0.41% | −10−0.1% | Reduced |
| Barrett & Company, Inc. | 8,120 | $3.89M | 2.25% | −67−0.8% | Reduced |
| CMG Global Holdings, LLC | 8,042 | $3.85M | 3.15% | −10.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,042 | $3.85M | 1.79% | −288−3.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,948 | $3.81M | 0.29% | +632+8.6% | Added |
| Chilton Investment Co LLC | 7,773 | $3.72M | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 7,768 | $3.72M | 0.09% | −200−2.5% | Reduced |
| Connolly Sarah T. | 7,718 | $3.70M | 2.23% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 7,716 | $3.70M | 0.97% | −172−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.69M | 0.07% | −221−2.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,641 | $3.66M | 2.29% | −69−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 7,472 | $3.59M | 0.69% | +273+3.8% | Added |
| Ti-Trust, Inc | 7,490 | $3.59M | 3.30% | +182+2.5% | Added |
| Lionsbridge Wealth Management LLC | 7,474 | $3.58M | 3.20% | +1,857+33.1% | Added |
| Stock Yards Bank & Trust Co | 7,471 | $3.58M | 0.13% | −85−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,417 | $3.55M | 0.08% | −21−0.3% | Reduced |
| Union Savings Bank | 7,084 | $3.53M | 2.11% | +7,084 | New |
| Bay Rivers Group | 7,359 | $3.52M | 2.64% | +286+4.0% | Added |
| Harbour Investments, Inc. | 7,296 | $3.49M | 0.17% | −1,979−21.3% | Reduced |