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 | 1,127 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 2,467 | $1.18M | 0.41% | −25−1.0% | Reduced |
| Middleton & Co Inc | 2,461 | $1.18M | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 2,458 | $1.18M | 0.02% | −160−6.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,445 | $1.17M | 0.06% | −739−23.2% | Reduced |
| Lyell Wealth Management, LP | 2,440 | $1.17M | 0.15% | −63−2.5% | Reduced |
| North Star Investment Management Corp. | 2,433 | $1.17M | 0.09% | +10.0% | Added |
| Cozad Asset Management Inc | 2,403 | $1.15M | 0.14% | 00.0% | Unchanged |
| Sentinus, LLC | 2,400 | $1.15M | 0.36% | +924+62.6% | Added |
| RFG Advisory, LLC | 2,390 | $1.14M | 0.05% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,384 | $1.14M | 0.10% | −31−1.3% | Reduced |
| White Pine Capital LLC | 2,378 | $1.14M | 0.42% | −82−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 2,372 | $1.14M | 0.08% | −421−15.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,354 | $1.13M | 0.02% | +1,099+87.6% | Added |
| Fidelis Capital Partners, LLC | 2,351 | $1.13M | 0.41% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,334 | $1.12M | 0.04% | −65−2.7% | Reduced |
| Howe & Rusling Inc | 2,319 | $1.11M | 0.12% | −61−2.6% | Reduced |
| Scotia Capital Inc. | 2,316 | $1.11M | 0.01% | +352+17.9% | Added |
| Truepoint, Inc. | 2,281 | $1.09M | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,264 | $1.09M | 0.04% | +22+1.0% | Added |
| Zhang Financial LLC | 2,230 | $1.08M | 0.11% | +2+0.1% | Added |
| 9258 Wealth Management, LLC | 2,254 | $1.08M | 0.20% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.07M | 0.09% | −16−0.7% | Reduced |
| LBMC Investment Advisors, LLC | 2,220 | $1.06M | 0.10% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,215 | $1.06M | 0.12% | +6+0.3% | Added |
| Cannon Global Investment Management, LLC | 2,200 | $1.05M | 5.48% | +2,200 | New |
| Viawealth, LLC | 2,193 | $1.05M | 0.78% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,192 | $1.05M | 0.05% | −8−0.4% | Reduced |
| Sawtooth Solutions, LLC | 2,192 | $1.05M | 0.03% | +414+23.3% | Added |
| First Western Trust Bank | 2,191 | $1.05M | 0.05% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 2,182 | $1.04M | 0.05% | −1,984−47.6% | Reduced |
| Warner Financial, Inc | 2,161 | $1.03M | 0.67% | +10.0% | Added |
| HM Payson & Co | 2,152 | $1.03M | 0.02% | −50−2.3% | Reduced |
| Crestwood Advisors Group LLC | 2,150 | $1.03M | 0.03% | +1,490+225.8% | Added |
| Forza Wealth Management, LLC | 2,140 | $1.02M | 0.52% | −30−1.4% | Reduced |
| STAR Financial Bank | 2,136 | $1.02M | 0.96% | −8−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,147 | $1.02M | 0.13% | +10.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.01M | 0.39% | −2−0.1% | Reduced |
| Beacon Financial Advisory LLC | 2,101 | $1.01M | 0.58% | +4+0.2% | Added |
| NCM Capital Management, LLC | 2,088 | $1.00M | 0.69% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $992.3K | 0.28% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,068 | $990.4K | 0.11% | −103−4.7% | Reduced |
| Frisch Financial Group, Inc. | 2,064 | $989.0K | 0.47% | +240+13.2% | Added |
| Glassman Wealth Services | 2,049 | $981.3K | 0.16% | 00.0% | Unchanged |
| White Pine Investment CO | 2,049 | $981.0K | 0.34% | +115+5.9% | Added |
| Clear Harbor Asset Management, LLC | 2,032 | $973.1K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 2,028 | $971.2K | 0.33% | −1,020−33.5% | Reduced |
| Rockland Trust Co | 2,020 | $967.4K | 0.06% | −7−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,012 | $963.6K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,976 | $946.0K | 0.14% | +44+2.3% | Added |
| Omega Financial Group, LLC | 1,960 | $938.5K | 0.43% | +48+2.5% | Added |
| Bill Few Associates, Inc. | 1,946 | $932.0K | 0.48% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,944 | $930.9K | 0.78% | −4−0.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,941 | $929.6K | 0.48% | −508−20.7% | Reduced |
| Essex Financial Services, Inc. | 1,937 | $927.6K | 0.11% | +7+0.4% | Added |
| Pacific Financial Group Inc | 1,932 | $925.2K | 0.61% | −260−11.9% | Reduced |
| Tennessee Valley Asset Management Partners | 1,931 | $924.9K | 0.30% | −68−3.4% | Reduced |
| Lynch & Associates | 1,928 | $923.3K | 0.24% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,923 | $921.1K | 0.09% | +150+8.5% | Added |
| Maltin Wealth Management, Inc. | 1,919 | $918.9K | 0.65% | +4+0.2% | Added |
| Choate Investment Advisors | 1,918 | $918.5K | 0.04% | −60−3.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,914 | $916.6K | 0.22% | −183−8.7% | Reduced |
| We Are One Seven, LLC | 1,907 | $913.2K | 0.08% | −359−15.8% | Reduced |
| Tompkins Financial Corp | 1,904 | $911.8K | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,901 | $910.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $903.7K | 0.93% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,885 | $903.0K | 0.00% | −396−17.4% | Reduced |
| Howland Capital Management LLC | 1,877 | $901.8K | 0.05% | −16−0.8% | Reduced |
| Prosperity Planning, Inc. | 1,878 | $899.4K | 0.37% | −1−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,863 | $894.1K | 0.09% | +488+35.5% | Added |
| Independent Financial Group, LLC | 1,856 | $888.9K | 0.06% | +15+0.8% | Added |
| Stratos Wealth Advisors, LLC | 1,843 | $882.6K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,828 | $875.4K | 0.08% | +2+0.1% | Added |
| InTrack Investment Management Inc | 1,821 | $872.2K | 0.71% | −20−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,816 | $871.0K | 0.22% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 1,815 | $869.2K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,810 | $866.8K | 0.06% | −119−6.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,802 | $863.0K | 0.38% | −7−0.4% | Reduced |
| LCNB Corp | 1,790 | $857.2K | 0.37% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,777 | $851.0K | 0.07% | −5−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 1,768 | $846.9K | 0.04% | +1+0.1% | Added |
| Bleakley Financial Group, LLC | 1,762 | $844.0K | 0.03% | −16−0.9% | Reduced |
| HBK Sorce Advisory LLC | 1,757 | $841.6K | 0.04% | +11+0.6% | Added |
| Journey Advisory Group, LLC | 1,752 | $839.1K | 0.13% | +4+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,736 | $831.2K | 0.16% | +1+0.1% | Added |
| BKD Wealth Advisors, LLC | 1,727 | $827.1K | 0.02% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,709 | $818.5K | 0.07% | +43+2.6% | Added |
| Capital Investment Advisory Services, LLC | 1,709 | $818.5K | 0.08% | +1,102+181.5% | Added |
| Peak Planning Group, LLC | 1,704 | $816.2K | 0.61% | +213+14.3% | Added |
| M. Kraus & Co | 1,700 | $814.1K | 0.27% | −141−7.7% | Reduced |
| Arkadios Wealth Advisors | 1,678 | $803.7K | 0.09% | +3+0.2% | Added |
| Parsons Capital Management Inc | 1,656 | $793.1K | 0.06% | −10−0.6% | Reduced |
| Sawgrass Asset Management LLC | 1,655 | $792.6K | 0.10% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,648 | $789.2K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 1,640 | $785.4K | 0.24% | +820+100.0% | Added |
| Axxcess Wealth Management, LLC | 1,639 | $784.9K | 0.06% | +46+2.9% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $782.5K | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,633 | $782.1K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,619 | $775.0K | 0.57% | +168+11.6% | Added |
| Gator Capital Management, LLC | 1,607 | $769.6K | 0.54% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,606 | $768.9K | 0.09% | +1+0.1% | Added |