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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 4,014 | $1.92M | 0.32% | +10+0.2% | Added |
| Revolve Wealth Partners, LLC | 3,983 | $1.91M | 0.45% | −97−2.4% | Reduced |
| Soltis Investment Advisors LLC | 3,958 | $1.90M | 0.22% | −330−7.7% | Reduced |
| Graypoint LLC | 3,945 | $1.89M | 0.19% | +652+19.8% | Added |
| Harvest Investment Services, LLC | 3,898 | $1.87M | 1.06% | +1,450+59.2% | Added |
| First Citizens Bank & Trust Co | 3,883 | $1.86M | 0.03% | +646+20.0% | Added |
| Sovereign Financial Group, Inc. | 3,878 | $1.86M | 0.61% | +3+0.1% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.85M | 2.20% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,847 | $1.85M | 1.35% | +4+0.1% | Added |
| Advisory Services Network, LLC | 3,855 | $1.85M | 0.05% | +322+9.1% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.84M | 0.13% | 00.0% | Unchanged |
| Jordan Park Group LLC | 3,810 | $1.82M | 0.12% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,804 | $1.82M | 0.33% | −188−4.7% | Reduced |
| Man Group plc | 3,804 | $1.82M | 0.01% | +3,804 | New |
| Signature Securities Group Corporation | 3,778 | $1.81M | 0.68% | −216−5.4% | Reduced |
| Compass Wealth Management LLC | 3,782 | $1.81M | 0.55% | −6−0.2% | Reduced |
| Old Second National Bank of Aurora | 3,767 | $1.80M | 0.52% | −6−0.2% | Reduced |
| Crescent Sterling, Ltd. | 3,763 | $1.80M | 1.71% | +553+17.2% | Added |
| Oxford Financial Group Ltd | 3,754 | $1.80M | 0.17% | +376+11.1% | Added |
| WealthBridge Capital Management, LLC | 3,740 | $1.79M | 0.72% | +130+3.6% | Added |
| Lowe Wealth Advisors, LLC | 3,692 | $1.77M | 0.90% | −48−1.3% | Reduced |
| Wesbanco Bank Inc | 3,670 | $1.76M | 0.07% | +574+18.5% | Added |
| Focus Financial Network, Inc. | 3,654 | $1.76M | 0.10% | −213−5.5% | Reduced |
| Investment Advisory Group, LLC | 3,661 | $1.75M | 0.90% | −18−0.5% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.75M | 0.81% | 00.0% | Unchanged |
| XML Financial, LLC | 3,643 | $1.74M | 0.20% | −92−2.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,633 | $1.74M | 0.18% | −75−2.0% | Reduced |
| Northern Oak Wealth Management Inc | 3,631 | $1.74M | 0.21% | −489−11.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,612 | $1.73M | 0.57% | +22+0.6% | Added |
| Freestone Capital Holdings, LLC | 3,553 | $1.70M | 0.07% | +55+1.6% | Added |
| TSFG, LLC | 3,549 | $1.70M | 0.63% | −54−1.5% | Reduced |
| Kingfisher Capital LLC | 3,550 | $1.70M | 0.44% | +6+0.2% | Added |
| Paulson Wealth Management Inc. | 3,543 | $1.70M | 0.58% | +425+13.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,540 | $1.70M | 0.03% | −1,000−22.0% | Reduced |
| Sunflower Bank, N.A. | 3,521 | $1.69M | 0.39% | −805−18.6% | Reduced |
| Darrow Company, Inc. | 3,517 | $1.68M | 1.40% | −118−3.2% | Reduced |
| Lindbrook Capital, LLC | 3,493 | $1.67M | 0.18% | −18−0.5% | Reduced |
| Nwam LLC | 3,488 | $1.67M | 0.14% | +2,425+228.1% | Added |
| Meridian Financial, LLC | 3,456 | $1.66M | 1.49% | +3+0.1% | Added |
| Kelman-Lazarov, Inc. | 3,441 | $1.65M | 0.40% | −300−8.0% | Reduced |
| Spire Wealth Management | 3,430 | $1.64M | 0.06% | −37−1.1% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.64M | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,400 | $1.63M | 0.35% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,400 | $1.63M | 0.58% | −10−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,396 | $1.63M | 0.83% | −10−0.3% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.62M | 0.33% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,363 | $1.61M | 0.06% | −56−1.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,332 | $1.60M | 0.12% | −40−1.2% | Reduced |
| Private Asset Management Inc | 3,296 | $1.58M | 0.30% | −1,015−23.5% | Reduced |
| PFG Advisors | 3,295 | $1.58M | 0.12% | −34−1.0% | Reduced |
| Regions Financial Corp | 3,279 | $1.57M | 0.01% | −22−0.7% | Reduced |
| GEM Asset Management, LLC | 3,253 | $1.56M | 1.20% | +531+19.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,237 | $1.55M | 0.41% | −12−0.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,211 | $1.54M | 1.04% | −55−1.7% | Reduced |
| Summit Trail Advisors, LLC | 3,174 | $1.52M | 0.06% | +1,540+94.2% | Added |
| GM Advisory Group, Inc. | 3,181 | $1.52M | 0.13% | −193−5.7% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.51M | 0.66% | +3,150 | New |
| Founders Financial Securities LLC | 3,149 | $1.51M | 0.20% | −221−6.6% | Reduced |
| Integrated Advisors Network LLC | 3,120 | $1.49M | 0.09% | +65+2.1% | Added |
| Verition Fund Management LLC | 3,111 | $1.49M | 0.02% | −7,087−69.5% | Reduced |
| United Bank | 3,095 | $1.48M | 0.18% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,087 | $1.48M | 0.04% | −52−1.7% | Reduced |
| L.M. Kohn & Company | 3,082 | $1.48M | 0.56% | +81+2.7% | Added |
| Aspiriant, LLC | 3,076 | $1.47M | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,071 | $1.47M | 0.20% | +345+12.7% | Added |
| EverSource Wealth Advisors, LLC | 3,051 | $1.46M | 0.16% | −96−3.1% | Reduced |
| Breakwater Capital Group | 3,050 | $1.46M | 0.53% | −442−12.7% | Reduced |
| Moloney Securities Asset Management, LLC | 3,049 | $1.46M | 0.26% | +256+9.2% | Added |
| SOA Wealth Advisors, LLC. | 3,044 | $1.46M | 0.34% | −421−12.2% | Reduced |
| Change Path, LLC | 3,043 | $1.46M | 0.07% | −122−3.9% | Reduced |
| Bremer Bank National Association | 3,025 | $1.45M | 0.28% | −45−1.5% | Reduced |
| Wunderlich Capital Managemnt | 3,011 | $1.44M | 0.71% | −62−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,985 | $1.43M | 0.06% | −23−0.8% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.40M | 0.19% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,909 | $1.39M | 0.63% | −115−3.8% | Reduced |
| Providence First Trust Co | 2,881 | $1.38M | 0.76% | +419+17.0% | Added |
| Tiedemann Advisors, LLC | 2,849 | $1.37M | 0.06% | +18+0.6% | Added |
| TD Private Client Wealth LLC | 2,855 | $1.37M | 0.06% | +356+14.2% | Added |
| Advus Financial Partners, LLC | 2,834 | $1.36M | 0.72% | 00.0% | Unchanged |
| Colony Group LLC | 2,796 | $1.34M | 0.02% | −61−2.1% | Reduced |
| Patriot Investment Management Inc. | 2,788 | $1.34M | 0.11% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.33M | 0.23% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,756 | $1.32M | 0.00% | +1,675+154.9% | Added |
| Stratos Wealth Partners, LTD. | 2,753 | $1.32M | 0.03% | +11+0.4% | Added |
| High Falls Advisors, Inc | 2,737 | $1.31M | 0.37% | −100−3.5% | Reduced |
| NorthRock Partners, LLC | 2,734 | $1.31M | 0.14% | −872−24.2% | Reduced |
| Connectus Wealth, LLC | 2,693 | $1.29M | 0.03% | −16−0.6% | Reduced |
| Watershed Private Wealth LLC | 2,690 | $1.29M | 0.78% | −17−0.6% | Reduced |
| Deutsche Bank AG | 2,671 | $1.28M | 0.00% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,638 | $1.26M | 1.02% | −1,130−30.0% | Reduced |
| Beaumont Financial Advisors, LLC | 2,628 | $1.26M | 0.12% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,617 | $1.25M | 0.11% | +819+45.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.25M | 0.16% | −950−26.8% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $1.25M | 4.72% | +1,600+160.0% | Added |
| TCTC Holdings, LLC | 2,597 | $1.24M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,550 | $1.22M | 0.01% | −555−17.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,545 | $1.22M | 0.10% | +16+0.6% | Added |
| SOL Capital Management CO | 2,540 | $1.22M | 0.18% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,492 | $1.19M | 0.27% | −10−0.4% | Reduced |
| CX Institutional | 2,472 | $1.18M | 0.06% | 00.0% | Unchanged |