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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 784 | $375.6K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 781 | $374.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $374.0K | 0.12% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 780 | $373.6K | 0.02% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $373.6K | 0.28% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $373.6K | 0.24% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $373.6K | 0.23% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 770 | $368.7K | 0.01% | −289−27.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 769 | $368.3K | 0.24% | +769 | New |
| Snowden Capital Advisors LLC | 768 | $367.7K | 0.01% | +4+0.5% | Added |
| Ledyard National Bank | 761 | $364.5K | 0.04% | −41−5.1% | Reduced |
| First Pacific Financial | 759 | $363.5K | 0.15% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 752 | $360.1K | 0.10% | −2−0.3% | Reduced |
| Rehmann Capital Advisory Group | 750 | $359.3K | 0.03% | −33−4.2% | Reduced |
| Colonial Trust Co | 748 | $358.3K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $358.2K | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $358.2K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 743 | $355.8K | 0.07% | +82+12.4% | Added |
| JDM Financial Group LLC | 740 | $354.2K | 0.31% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 728 | $354.2K | 0.14% | +728 | New |
| Berkeley, Inc | 736 | $352.5K | 0.24% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 732 | $350.6K | 0.21% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 730 | $349.7K | 0.23% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $347.2K | 0.15% | 00.0% | Unchanged |
| Hoese & Co LLP | 720 | $344.8K | 0.32% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $342.4K | 0.02% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $340.7K | 0.28% | 00.0% | Unchanged |
| Novare Capital Management LLC | 710 | $340.0K | 0.04% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $340.0K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 708 | $339.1K | 0.03% | −3−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 703 | $336.7K | 0.02% | −25−3.4% | Reduced |
| Retirement Planning Group | 702 | $336.2K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $336.2K | 0.10% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $335.7K | 0.24% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 697 | $334.0K | 0.06% | +697 | New |
| ICW Investment Advisors LLC | 695 | $333.0K | 0.18% | +2+0.3% | Added |
| Carret Asset Management, LLC | 695 | $332.8K | 0.04% | +12+1.8% | Added |
| TFG Advisers LLC | 695 | $332.8K | 0.15% | +2+0.3% | Added |
| Ziegler Capital Management, LLC | 694 | $332.4K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $332.4K | 0.16% | 00.0% | Unchanged |
| David Loasby | 697 | $328.0K | 0.04% | +8+1.2% | Added |
| United Community Bank | 684 | $327.6K | 0.29% | 00.0% | Unchanged |
| Orion Capital Management LLC | 684 | $327.3K | 0.22% | −56−7.6% | Reduced |
| Dynamic Advisor Solutions LLC | 680 | $325.7K | 0.02% | +680 | New |
| Farmers & Merchants Investments Inc | 675 | $323.3K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 675 | $323.0K | 0.04% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 670 | $320.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $320.9K | 0.16% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 669 | $320.4K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 699 | $320.0K | 0.01% | +286+69.2% | Added |
| Guardian Wealth Advisors, LLC | 665 | $319.5K | 0.05% | −7−1.0% | Reduced |
| Glenview Trust Co | 667 | $319.4K | 0.01% | +110+19.7% | Added |
| Aptus Capital Advisors, LLC | 665 | $318.5K | 0.01% | −7−1.0% | Reduced |
| BSW Wealth Partners | 665 | $318.5K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $318.5K | 0.05% | 00.0% | Unchanged |
| Bensler, LLC | 657 | $314.6K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $314.6K | 0.07% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 656 | $314.2K | 0.04% | 00.0% | Unchanged |
| Trust Co | 655 | $313.7K | 0.05% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 651 | $312.8K | 0.02% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $311.9K | 0.10% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 650 | $311.5K | 0.17% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $311.3K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $311.3K | 0.18% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $310.8K | 0.15% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $308.9K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $308.9K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 644 | $308.2K | 0.01% | +1+0.2% | Added |
| Cape Ann Savings Bank | 640 | $306.5K | 0.20% | +640 | New |
| Cadinha & Co LLC | 633 | $303.1K | 0.06% | −50−7.3% | Reduced |
| Heartwood Wealth Advisors LLC | 632 | $302.7K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 660 | $302.6K | 0.22% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 630 | $301.7K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $301.2K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 629 | $301.2K | 0.08% | +10+1.6% | Added |
| Steel Peak Wealth Management LLC | 625 | $300.3K | 0.02% | −15−2.3% | Reduced |
| Apexium Financial, LP | 620 | $297.9K | 0.03% | −326−34.5% | Reduced |
| Guidance Point Advisors, LLC | 621 | $297.5K | 0.11% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 618 | $296.0K | 0.27% | −5−0.8% | Reduced |
| Signet Financial Management, LLC | 616 | $295.2K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 616 | $295.0K | 0.03% | 00.0% | Unchanged |
| Shaker Investments LLC | 615 | $294.6K | 0.15% | +2+0.3% | Added |
| Private Capital Management LLC | 609 | $291.5K | 0.08% | +1+0.2% | Added |
| River Street Advisors LLC | 609 | $291.5K | 0.28% | +1+0.2% | Added |
| Financial Partners Group, LLC | 607 | $290.7K | 0.15% | +607 | New |
| Nicolet Bankshares Inc | 607 | $290.7K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 606 | $290.3K | 0.05% | +101+20.0% | Added |
| Manhattan West Asset Management, LLC | 600 | $287.3K | 0.11% | −655−52.2% | Reduced |
| SPC Financial, Inc. | 600 | $287.3K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $287.3K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 600 | $287.3K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 592 | $283.5K | 0.02% | +13+2.2% | Added |
| Cortland Associates Inc | 591 | $283.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 585 | $280.2K | 0.03% | −23−3.8% | Reduced |
| Woodmont Investment Counsel LLC | 585 | $280.2K | 0.03% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 582 | $278.7K | 0.03% | −713−55.1% | Reduced |
| Paragon Capital Management LLC | 582 | $278.7K | 0.16% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 581 | $278.2K | 0.11% | +1+0.2% | Added |
| Abbrea Capital, LLC | 578 | $278.0K | 0.04% | +23+4.1% | Added |
| Forum Financial Management, LP | 580 | $277.8K | 0.01% | 00.0% | Unchanged |