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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 7,264 | $3.48M | 0.19% | −120−1.6% | Reduced |
| GenTrust, LLC | 7,225 | $3.47M | 0.24% | −749−9.4% | Reduced |
| Gould Asset Management LLC | 7,086 | $3.39M | 0.95% | −15−0.2% | Reduced |
| Leavell Investment Management, Inc. | 7,036 | $3.38M | 0.23% | +2,605+58.8% | Added |
| Ieq Capital, LLC | 6,953 | $3.33M | 0.07% | +1,099+18.8% | Added |
| Veracity Capital LLC | 6,907 | $3.31M | 1.41% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 6,841 | $3.28M | 2.63% | −23−0.3% | Reduced |
| Midwest Financial Group LLC | 6,767 | $3.24M | 2.75% | +371+5.8% | Added |
| Bailard, Inc. | 6,753 | $3.23M | 0.11% | −105−1.5% | Reduced |
| Summit Wealth Partners, LLC | 6,693 | $3.21M | 0.80% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,687 | $3.20M | 0.07% | −10.0% | Reduced |
| Glen Eagle Advisors, LLC | 6,640 | $3.18M | 0.73% | −113−1.7% | Reduced |
| Stephenson National Bank & Trust | 6,610 | $3.17M | 1.73% | −474−6.7% | Reduced |
| Relative Value Partners Group, LLC | 6,467 | $3.10M | 0.20% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,389 | $3.06M | 0.03% | +4,691+276.3% | Added |
| Charter Research & Investment Group, Inc. | 6,381 | $3.06M | 2.54% | +161+2.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,183 | $3.03M | 1.33% | +45+0.7% | Added |
| Bristlecone Advisors, LLC | 6,320 | $3.03M | 0.30% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $3.02M | 0.51% | +6,309 | New |
| Sepio Capital, LP | 6,300 | $3.02M | 0.25% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,284 | $3.01M | 0.10% | +2,319+58.5% | Added |
| Madison Asset Management, LLC | 6,268 | $3.00M | 0.04% | −1,689−21.2% | Reduced |
| Segall Bryant & Hamill, LLC | 6,193 | $2.97M | 0.03% | −1,659−21.1% | Reduced |
| Perigon Wealth Management, LLC | 6,149 | $2.94M | 0.12% | +1,655+36.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,128 | $2.93M | 0.23% | −4,625−43.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,118 | $2.93M | 0.13% | −55−0.9% | Reduced |
| Fiduciary Trust Co | 6,065 | $2.90M | 0.05% | +1,098+22.1% | Added |
| Apollon Wealth Management, LLC | 6,058 | $2.90M | 0.14% | −249−3.9% | Reduced |
| Naples Global Advisors, LLC | 6,002 | $2.88M | 0.34% | −10−0.2% | Reduced |
| Larson Financial Group LLC | 6,014 | $2.88M | 0.29% | −104−1.7% | Reduced |
| Audent Global Asset Management, LLC | 5,968 | $2.86M | 3.41% | −72−1.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,953 | $2.85M | 0.68% | −113−1.9% | Reduced |
| Meridian Wealth Management, LLC | 5,950 | $2.85M | 0.24% | −488−7.6% | Reduced |
| Pegasus Asset Management, Inc. | 5,875 | $2.81M | 1.25% | −69−1.2% | Reduced |
| Whalerock Point Partners, LLC | 5,849 | $2.80M | 0.95% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,848 | $2.80M | 0.42% | +80+1.4% | Added |
| Silvercrest Asset Management Group LLC | 5,723 | $2.74M | 0.02% | −574−9.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,698 | $2.73M | 0.03% | −105−1.8% | Reduced |
| IFG Advisory, LLC | 5,681 | $2.72M | 0.24% | −74−1.3% | Reduced |
| St. Johns Investment Management Company, LLC | 5,679 | $2.72M | 1.48% | −145−2.5% | Reduced |
| Equitable Holdings, Inc. | 5,673 | $2.72M | 0.04% | −14−0.2% | Reduced |
| Matrix Asset Advisors Inc | 5,630 | $2.70M | 0.37% | −6−0.1% | Reduced |
| Regents of the University of California | 5,600 | $2.68M | 0.34% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5,585 | $2.67M | 1.43% | −129−2.3% | Reduced |
| National Asset Management, Inc. | 5,546 | $2.66M | 0.06% | −2,197−28.4% | Reduced |
| Sigma Planning Corp | 5,513 | $2.64M | 0.09% | +2,117+62.3% | Added |
| Northstar Asset Management LLC | 5,500 | $2.63M | 0.72% | −160−2.8% | Reduced |
| Select Equity Group, L.P. | 5,372 | $2.57M | 0.01% | +5,372 | New |
| Sterling Investment Advisors, Ltd. | 5,342 | $2.56M | 0.85% | −182−3.3% | Reduced |
| Coastline Trust Co | 5,342 | $2.56M | 0.36% | −435−7.5% | Reduced |
| Private Trust Co NA | 5,321 | $2.55M | 0.32% | −59−1.1% | Reduced |
| Shoker Investment Counsel, Inc. | 5,293 | $2.54M | 1.06% | −314−5.6% | Reduced |
| Global Retirement Partners, LLC | 5,231 | $2.51M | 0.12% | −16−0.3% | Reduced |
| Argent Trust Co | 5,186 | $2.48M | 0.13% | −123−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,067 | $2.43M | 0.16% | +7+0.1% | Added |
| Winthrop Advisory Group LLC | 4,994 | $2.40M | 0.38% | −26−0.5% | Reduced |
| Quantbot Technologies LP | 5,000 | $2.39M | 0.16% | +5,000 | New |
| Gilman Hill Asset Management, LLC | 4,968 | $2.38M | 0.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,937 | $2.36M | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,927 | $2.36M | 0.17% | +500+11.3% | Added |
| Spinnaker Trust | 4,922 | $2.36M | 0.17% | −10−0.2% | Reduced |
| Baron Financial Group, LLC | 4,881 | $2.34M | 1.44% | −178−3.5% | Reduced |
| Courier Capital LLC | 4,857 | $2.33M | 0.18% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,842 | $2.32M | 0.20% | −701−12.6% | Reduced |
| Asset Management Group, Inc. | 4,817 | $2.31M | 0.49% | +12+0.2% | Added |
| Greenleaf Trust | 4,790 | $2.29M | 0.02% | +2,156+81.9% | Added |
| Diversified Trust Co | 4,787 | $2.29M | 0.08% | −110−2.2% | Reduced |
| Adviser Investments LLC | 4,723 | $2.26M | 0.05% | +3,863+449.2% | Added |
| New England Private Wealth Advisors LLC | 4,718 | $2.26M | 0.46% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 4,685 | $2.24M | 0.11% | −35−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 4,467 | $2.21M | 0.02% | +8+0.2% | Added |
| Sage Financial Management Group, Inc. | 4,574 | $2.19M | 13.15% | +1,398+44.0% | Added |
| Eldridge Investment Advisors, Inc. | 4,564 | $2.19M | 0.71% | −46−1.0% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.18M | 0.64% | 00.0% | Unchanged |
| Harbor Advisory Corp | 4,518 | $2.16M | 0.76% | +40+0.9% | Added |
| Johnson Financial Group, Inc. | 4,501 | $2.16M | 0.15% | −25−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,500 | $2.16M | 0.15% | −113−2.4% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.16M | 0.69% | 00.0% | Unchanged |
| Davidson Trust Co | 4,495 | $2.15M | 1.56% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,444 | $2.13M | 0.16% | −1,479−25.0% | Reduced |
| J. Goldman & Co LP | 4,419 | $2.12M | 0.12% | +4,419 | New |
| American Institute for Advanced Investment Management, LLP | 4,396 | $2.11M | 1.84% | −105−2.3% | Reduced |
| Tower View Investment Management & Research LLC | 4,385 | $2.10M | 1.42% | −608−12.2% | Reduced |
| ZWJ Investment Counsel Inc | 4,381 | $2.10M | 0.11% | −35−0.8% | Reduced |
| GFS Advisors, LLC | 4,375 | $2.10M | 0.47% | −2,225−33.7% | Reduced |
| Delta Financial Group, Inc. | 4,271 | $2.05M | 2.40% | +265+6.6% | Added |
| Buckingham Strategic Partners | 4,260 | $2.04M | 0.11% | +1,080+34.0% | Added |
| Financial Architects, Inc | 4,235 | $2.03M | 0.31% | −24−0.6% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.02M | 0.07% | 00.0% | Unchanged |
| Wade G W & Inc | 4,179 | $2.00M | 0.07% | −20−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 4,157 | $1.99M | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,156 | $1.99M | 1.39% | −115−2.7% | Reduced |
| Transatlantique Private Wealth LLC | 4,155 | $1.99M | 1.04% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $1.99M | 0.65% | −3,361−44.7% | Reduced |
| Keeley-Teton Advisors, LLC | 4,115 | $1.97M | 0.25% | +55+1.4% | Added |
| Cambridge Advisors Inc. | 4,109 | $1.97M | 0.50% | −50−1.2% | Reduced |
| Woodstock Corp | 4,102 | $1.96M | 0.23% | +86+2.1% | Added |
| Umb Bank N A | 4,085 | $1.96M | 0.03% | −20−0.5% | Reduced |
| Cambridge Trust Co | 4,084 | $1.96M | 0.09% | −65−1.6% | Reduced |
| Toroso Investments, LLC | 4,071 | $1.95M | 0.06% | +4,071 | New |