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 |
|---|---|---|---|---|---|
| Andrews, Lucia Wealth Management LLC | 1,602 | $767.3K | 0.64% | −2−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,599 | $765.9K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,599 | $765.8K | 0.53% | +3+0.2% | Added |
| Cornerstone Wealth Management, LLC | 1,585 | $759.2K | 0.07% | −25−1.6% | Reduced |
| American Money Management, LLC | 1,584 | $758.6K | 0.19% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,583 | $758.3K | 0.13% | +54+3.5% | Added |
| River Wealth Advisors LLC | 1,570 | $752.1K | 0.13% | −37−2.3% | Reduced |
| RTD Financial Advisors, Inc. | 1,570 | $751.9K | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,568 | $751.1K | 0.02% | −1,122−41.7% | Reduced |
| Daymark Wealth Partners, LLC | 1,560 | $747.1K | 0.06% | +1,560 | New |
| Cassaday & Co Wealth Management LLC | 1,546 | $740.4K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $739.9K | 0.29% | 00.0% | Unchanged |
| Vista Investment Management | 1,543 | $739.0K | 0.37% | −3−0.2% | Reduced |
| Valmark Advisers, Inc. | 1,533 | $734.0K | 0.01% | −23−1.5% | Reduced |
| L & S Advisors Inc | 1,532 | $733.7K | 0.10% | +303+24.7% | Added |
| InterOcean Capital Group, LLC | 1,528 | $731.8K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $723.2K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,505 | $720.8K | 0.09% | +992+193.4% | Added |
| Acorn Wealth Advisors, LLC | 1,505 | $720.7K | 0.49% | −20−1.3% | Reduced |
| Retirement Capital Strategies | 1,502 | $719.3K | 0.33% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,494 | $715.3K | 0.04% | +10+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,483 | $710.2K | 0.07% | −8−0.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,479 | $708.3K | 0.11% | +1,479 | New |
| TownSquare Capital, LLC | 1,477 | $707.4K | 0.01% | +1,477 | New |
| Quadrant Capital Group LLC | 1,469 | $703.5K | 0.07% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,465 | $702.0K | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,462 | $699.9K | 0.45% | −116−7.4% | Reduced |
| Evoke Wealth, LLC | 1,452 | $697.4K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,445 | $692.1K | 0.47% | −41−2.8% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $688.2K | 0.43% | +165+13.0% | Added |
| Sentinel Trust Co Lba | 1,437 | $688.0K | 0.09% | −2,347−62.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $680.0K | 0.16% | +8+0.6% | Added |
| McGuire Investment Group, LLC | 1,417 | $678.6K | 0.13% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,417 | $678.6K | 0.15% | +108+8.3% | Added |
| Kestra Private Wealth Services, LLC | 1,411 | $675.7K | 0.02% | +281+24.9% | Added |
| Pettinga Financial Advisors, LLC | 1,403 | $671.9K | 0.20% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $670.5K | 0.62% | 00.0% | Unchanged |
| Leisure Capital Management | 1,396 | $668.6K | 0.37% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,391 | $666.2K | 0.02% | −93−6.3% | Reduced |
| Park National Corp | 1,389 | $665.2K | 0.03% | −20−1.4% | Reduced |
| Grimes & Company, Inc. | 1,389 | $665.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,388 | $664.6K | 0.01% | +28+2.1% | Added |
| Sebold Capital Management, Inc. | 1,381 | $661.4K | 0.53% | −162−10.5% | Reduced |
| Fca Corp | 1,380 | $660.9K | 0.25% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,369 | $656.0K | 0.52% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,356 | $649.3K | 0.23% | +2+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 1,354 | $648.4K | 0.60% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,346 | $646.8K | 0.19% | +1+0.1% | Added |
| Halpern Financial, Inc. | 1,343 | $642.9K | 0.22% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,336 | $639.8K | 0.11% | −8,273−86.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,334 | $638.6K | 0.08% | −19−1.4% | Reduced |
| Fortress Wealth Group, LLC | 1,283 | $633.0K | 0.40% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,320 | $632.2K | 0.26% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,312 | $628.3K | 0.60% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,300 | $622.6K | 0.14% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $621.8K | 0.67% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,297 | $621.1K | 0.08% | −4−0.3% | Reduced |
| Exencial Wealth Advisors, LLC | 1,286 | $615.7K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $612.2K | 0.26% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,275 | $610.6K | 0.20% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,270 | $608.3K | 0.51% | −256−16.8% | Reduced |
| McIlrath & Eck, LLC | 1,262 | $604.3K | 0.13% | −4−0.3% | Reduced |
| Smithfield Trust Co | 1,250 | $600.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $598.0K | 0.82% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,238 | $592.7K | 0.03% | +244+24.5% | Added |
| Clark Capital Management Group, Inc. | 1,234 | $591.0K | 0.01% | +40+3.4% | Added |
| Western Wealth Management, LLC | 1,233 | $590.5K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,233 | $590.5K | 0.16% | −202−14.1% | Reduced |
| Nicollet Investment Management, Inc. | 1,228 | $588.0K | 0.26% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,224 | $586.2K | 0.06% | −675−35.5% | Reduced |
| Zacks Investment Management | 1,221 | $585.1K | 0.01% | +295+31.9% | Added |
| Simon Quick Advisors, LLC | 1,219 | $583.6K | 0.05% | −218−15.2% | Reduced |
| BLB&B Advisors, LLC | 1,218 | $583.3K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,211 | $580.0K | 0.19% | −15−1.2% | Reduced |
| Independent Advisor Alliance | 1,200 | $574.7K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,197 | $573.1K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,195 | $572.4K | 0.13% | +2+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $570.4K | 0.05% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,185 | $567.5K | 0.35% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,173 | $562.0K | 0.05% | −2,168−64.9% | Reduced |
| Kaydan Wealth Management, Inc. | 1,173 | $561.8K | 0.24% | −24−2.0% | Reduced |
| Thompson Davis & Co., Inc. | 1,170 | $560.3K | 0.63% | −45−3.7% | Reduced |
| WealthPLAN Partners, LLC | 1,170 | $560.3K | 0.08% | −7−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $558.9K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,164 | $557.4K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $555.5K | 0.18% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,149 | $550.3K | 0.25% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,157 | $549.7K | 0.01% | −44−3.7% | Reduced |
| SJA Financial Advisory, LLC | 1,146 | $549.0K | 0.47% | +3+0.3% | Added |
| German American Bancorp, Inc. | 1,142 | $547.2K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,136 | $544.5K | 0.01% | −987−46.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,127 | $539.7K | 0.10% | +86+8.3% | Added |
| Legacy Trust | 1,122 | $537.3K | 0.15% | +10+0.9% | Added |
| Samalin Investment Counsel, LLC | 1,121 | $536.7K | 0.29% | −29−2.5% | Reduced |
| Peterson Wealth Management | 1,117 | $534.9K | 0.42% | +1,117 | New |
| First County Bank | 1,110 | $531.6K | 0.26% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,108 | $530.6K | 0.13% | −36−3.1% | Reduced |
| New Hampshire Trust | 1,104 | $528.7K | 0.14% | −16−1.4% | Reduced |
| Wealth Architects, LLC | 1,102 | $527.7K | 0.09% | +30+2.8% | Added |
| Advisors Capital Management, LLC | 1,098 | $526.0K | 0.01% | +20+1.9% | Added |