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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 1,097 | $525.4K | 0.05% | +2+0.2% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $524.4K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,093 | $523.5K | 0.04% | −1,303−54.4% | Reduced |
| Blue Fin Capital, Inc. | 1,093 | $523.4K | 0.15% | +86+8.5% | Added |
| Integrated Wealth Concepts LLC | 1,092 | $523.1K | 0.01% | +600+122.0% | Added |
| Accredited Investors Inc. | 1,083 | $518.7K | 0.04% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,130 | $518.0K | 0.35% | +1,130 | New |
| Progressive Investment Management Corp | 1,080 | $517.2K | 0.16% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,071 | $512.8K | 0.09% | +29+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,066 | $511.0K | 0.02% | −30−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,063 | $509.5K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,062 | $508.6K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,062 | $508.0K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,057 | $506.4K | 0.00% | +43+4.2% | Added |
| Trail Ridge Investment Advisors, LLC | 1,057 | $506.2K | 0.31% | −58−5.2% | Reduced |
| Financial Advisory Service, Inc. | 1,050 | $503.1K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,045 | $502.0K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $500.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,043 | $499.5K | 0.03% | +57+5.8% | Added |
| Koss-Olinger Consulting, LLC | 1,040 | $498.0K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,002 | $498.0K | 0.06% | +1,002 | New |
| FSM Wealth Advisors, LLC | 1,022 | $497.4K | 0.25% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,036 | $496.2K | 0.38% | +17+1.7% | Added |
| Strategic Wealth Partners, Ltd. | 1,036 | $496.2K | 0.06% | +18+1.8% | Added |
| Seven Post Investment Office LP | 1,021 | $489.0K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $488.7K | 0.04% | −1−0.1% | Reduced |
| IHT Wealth Management, LLC | 1,018 | $487.5K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,014 | $485.6K | 0.01% | +34+3.5% | Added |
| Orion Portfolio Solutions, LLC | 1,014 | $485.6K | 0.01% | +34+3.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,003 | $480.8K | 0.11% | +53+5.6% | Added |
| Rathbone Brothers plc | 1,000 | $478.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $478.9K | 0.12% | 00.0% | Unchanged |
| Ghe, LLC | 1,000 | $478.9K | 0.32% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 999 | $478.2K | 0.00% | +3+0.3% | Added |
| First Heartland Consultants, Inc. | 996 | $477.0K | 0.06% | −819−45.1% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $476.0K | 0.28% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $474.7K | 0.10% | +988 | New |
| Charter Trust Co | 988 | $473.2K | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 985 | $472.0K | 0.22% | −250−20.2% | Reduced |
| Clarus Wealth Advisors | 981 | $466.2K | 0.28% | +113+13.0% | Added |
| Apella Capital, LLC | 972 | $465.5K | 0.03% | +972 | New |
| Gladstone Institutional Advisory LLC | 970 | $464.5K | 0.03% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 966 | $462.6K | 0.13% | +966 | New |
| Vertex Planning Partners, LLC | 964 | $461.8K | 0.16% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 962 | $460.8K | 0.05% | +94+10.8% | Added |
| Trust Co of Vermont | 962 | $460.7K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 961 | $460.0K | 0.02% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 959 | $459.3K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 957 | $458.3K | 0.02% | +44+4.8% | Added |
| Fagan Associates, Inc. | 952 | $456.2K | 0.11% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 938 | $449.2K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 930 | $445.0K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $439.2K | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $438.0K | 0.05% | +915 | New |
| Eagle Strategies LLC | 913 | $437.4K | 0.11% | +12+1.3% | Added |
| Lifeworks Advisors, LLC | 907 | $434.4K | 0.19% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 905 | $433.2K | 0.04% | −25−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 904 | $433.1K | 0.13% | +904 | New |
| ProVise Management Group, LLC | 900 | $431.0K | 0.04% | −7−0.8% | Reduced |
| National Wealth Management Group, LLC | 863 | $420.2K | 0.44% | −354−29.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 872 | $418.9K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $418.1K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $418.0K | 0.19% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 871 | $417.0K | 0.02% | +3+0.3% | Added |
| Red Door Wealth Management, LLC | 869 | $416.2K | 0.09% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 862 | $413.0K | 0.03% | −22−2.5% | Reduced |
| KCS Wealth Advisory | 861 | $412.3K | 0.14% | +861 | New |
| Weil Company, Inc. | 858 | $410.9K | 0.18% | −247−22.4% | Reduced |
| Denver Wealth Management, Inc. | 858 | $410.9K | 0.29% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $408.5K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $405.6K | 0.24% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 845 | $404.7K | 0.05% | +1+0.1% | Added |
| WSFS Capital Management, LLC | 845 | $404.7K | 0.04% | +173+25.7% | Added |
| WBH Advisory Inc | 843 | $403.7K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 840 | $403.5K | 0.03% | −107−11.3% | Reduced |
| StoneX Group Inc. | 838 | $402.8K | 0.04% | −333−28.4% | Reduced |
| Foundations Investment Advisors, LLC | 840 | $402.3K | 0.01% | −482−36.5% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $401.2K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 834 | $399.4K | 0.03% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $398.6K | 0.25% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 826 | $395.4K | 0.01% | +1+0.1% | Added |
| Platform Technology Partners | 811 | $394.5K | 0.19% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $392.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $392.0K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 818 | $391.8K | 0.18% | +7+0.9% | Added |
| Fiduciary Alliance LLC | 817 | $391.3K | 0.08% | +1+0.1% | Added |
| WP Advisors, LLC | 812 | $389.0K | 0.16% | +2+0.2% | Added |
| Titleist Asset Management, LLC | 810 | $387.9K | 0.08% | −17−2.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $384.0K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $383.6K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 800 | $383.1K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $383.1K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $382.6K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $382.2K | 0.13% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 796 | $381.2K | 0.21% | −32−3.9% | Reduced |
| Capital Group Private Client Services, Inc. | 795 | $380.9K | 0.00% | +4+0.5% | Added |
| Howard Financial Services, Ltd. | 790 | $378.3K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $376.4K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 785 | $375.9K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 784 | $375.6K | 0.11% | +2+0.3% | Added |