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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.

Q3 2023 vs. Q2 2023

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MDY: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,155161,159+20
Shares24.8M92.3K27.3M+2.62M (+10.6%)
Value$11.9B$44.2M$12.5B+$704.4M (+5.9%)

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MDY in Q3 2023
InstitutionSharesValue% of portfolio
Comerica Bank49,049$22.4M0.12%
Twin Tree Management, LP45,347$20.7M0.69%
Wealth Enhancement Advisory Services, LLC40,805$18.6M0.06%
Flow Traders U.S. LLC35,961$16.4M0.77%
Tiaa Trust, National Association16,756$7.65M0.03%
Scarborough Advisors, LLC11,023$5.03M1.22%
Qube Research & Technologies Ltd9,626$4.40M0.01%
Two Sigma Securities, LLC8,546$3.90M0.18%
Renaissance Technologies LLC5,800$2.65M0.00%
Trexquant Investment LP5,787$2.64M0.07%
Capital Advisory Group Advisory Services, LLC4,568$2.09M1.18%
Lloyd Advisory Services, LLC.4,377$2.00M0.66%
Norden Group LLC4,377$2.00M0.66%
Venturi Wealth Management, LLC4,247$1.94M0.15%
Hobart Private Capital, LLC4,158$1.90M0.72%
Envestnet Portfolio Solutions, Inc.3,872$1.77M0.01%
Manufacturers Life Insurance Company, The2,815$1.29M0.00%
Old Mission Capital LLC2,800$1.28M0.04%
Warren Averett Asset Management, LLC2,716$1.24M0.05%
Atria Investments LLC2,644$1.21M0.02%
Wealth Advisory Solutions, LLC2,228$1.07M0.21%
Simplex Trading, LLC2,328$1.06M0.04%
Schonfeld Strategic Advisors LLC2,033$928.3K0.01%
Mason Investment Advisory Services, Inc.2,028$926.1K0.09%
Maven Securities LTD1,579$721.0K0.08%
Clearview Wealth Advisors LLC1,567$715.6K0.89%
DRW Securities, LLC1,500$685.0K0.05%
Y-Intercept (Hong Kong) Ltd1,427$651.6K0.06%
Jackson Wealth Management, LLC1,231$562.0K0.08%
Key Bridge Compliance, LLC1,114$508.7K0.16%
Baxter Bros Inc1,023$467.1K0.07%
Douglass Winthrop Advisors, LLC1,000$456.6K0.01%
Capital Investment Advisors, LLC976$445.8K0.01%
Harbour Investment Management LLC833$381.7K0.22%
Jennison Associates LLC833$380.4K0.00%
Commonwealth Financial Services, LLC724$330.8K0.10%
Bouchey Financial Group Ltd700$320.7K0.04%
Bedel Financial Consulting Inc657$300.0K0.06%
NewEdge Wealth, LLC647$295.5K0.01%
QRG Capital Management, Inc.632$288.6K0.01%
King Luther Capital Management Corp–$276.7K0.00%
Sym Financial Corp600$274.0K0.05%
QP Wealth Management, LLC595$271.7K0.47%
Cassady Schiller Wealth Management, LLC561$256.2K0.14%
SNS Financial Group, LLC556$254.8K0.03%
QCM Cayman, Ltd.537$245.2K1.59%
Transcend Wealth Collective, LLC513$234.3K0.02%
Kingswood Wealth Advisors, LLC500$228.3K0.04%
Gunn & Co Investment Management, Inc.500$228.0K0.20%
Washington Trust Bank480$219.2K0.02%
Essex Savings Bank464$211.9K0.07%
Allegheny Financial Group LTD452$206.4K0.08%
Rogco, LP402$183.6K0.09%
Householder Group Estate & Retirement Specialist, LLC346$158.0K0.06%
Systematic Alpha Investments, LLC300$137.0K0.01%
Headlands Technologies LLC295$134.7K0.07%
Flaharty Asset Management, LLC278$126.9K0.02%
CNB Bank235$107.3K0.06%
Indiana Trust & Investment Management CO202$92.2K0.05%
NBC Securities, Inc.150$68.0K0.01%
Semmax Financial Advisors Inc.133$59.2K0.02%
FinTrust Capital Advisors, LLC100$45.7K0.01%
Authentikos Wealth Advisory, LLC71$32.4K0.03%
Headinvest, LLC41$18.5K0.00%
Delta Asset Management LLC15$6.85K0.00%
VisionPoint Advisory Group, LLC11$5.02K0.00%
Coston, McIsaac & Partners1$00.00%

Sold out (47)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MDY in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Veritable, L.P.966,257$462.8M
Brookfield Asset Management Inc.65,241$31.2M
Meitav Dash Investments Ltd15,340$6.70M
Segall Bryant & Hamill, LLC6,193$2.97M
J. Goldman & Co LP4,419$2.12M
Toroso Investments, LLC4,071$1.95M
Man Group plc3,804$1.82M
Cannon Global Investment Management, LLC2,200$1.05M
Clark Capital Management Group, Inc.1,234$591.0K
NEIRG Wealth Management, LLC959$459.3K
KCS Wealth Advisory861$412.3K
Ziegler Capital Management, LLC694$332.4K
Saxon Interests, Inc.650$311.5K
Tudor Investment Corp Et Al600$287.3K
Balyasny Asset Management LLC566$271.1K
Gryphon Financial Partners LLC541$259.1K
Genus Capital Management Inc.540$258.6K
V Wealth Advisors LLC539$258.3K
Arete Wealth Advisors, LLC509$244.0K
O'Dell Group, LLC505$241.8K
Fortem Financial Group, LLC495$237.1K
Northeast Investment Management465$222.7K
Wambolt & Associates, LLC460$220.3K
American Trust453$217.2K
Ascent Group, LLC442$216.1K
Bassett Hargrove Investment Counsel, LLC485$216.0K
Pachira Investments Inc.445$213.1K
Pictet & Cie (Europe) SA439$210.2K
J. W. Coons Advisors, LLC437$209.3K
Platte River Wealth Advisors, LLC435$208.3K
Van Strum & Towne Inc.430$205.9K
First Nebraska Trust Co425$203.5K
Symphony Financial, Ltd. Co.426$202.8K
Brown Miller Wealth Management, LLC422$202.1K
Texas Capital Bancshares Inc420$201.1K
Cohen Lawrence B420$201.1K
Brookmont Capital Management420$201.1K
Columbia Asset Management280$134.0K
Tilia Fiduciary Partners, Inc.237$113.7K
Field & Main Bank175$83.8K
Horan Securities, Inc.125$59.9K
PCA Investment Advisory Services Inc.109$52.2K
Safeguard Financial, LLC55$26.0K
Ridgewood Investments LLC51$24.5K
Beaird Harris Wealth Management, LLC46$22.0K
Sound Income Strategies, LLC40$19.2K
FSC Wealth Advisors, LLC15$7.18K

Not filed for Q3 2023 yet (16)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDY in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
BDO Wealth Advisors, LLC34,320$16.4M
Linker Capital Management Inc.21,292$10.2M
Tiaa, FSB16,759$8.03M
Intercontinental Wealth Advisors, LLC5,953$2.85M
Financial Architects, Inc4,235$2.03M
Sentinus, LLC2,400$1.15M
Kistler-Tiffany Companies, LLC1,479$708.3K
Vigilant Capital Management, LLC1,465$702.0K
Clarus Wealth Advisors981$466.2K
BFT Financial Group, LLC962$460.8K
Aj Wealth Strategies, LLC871$417.0K
Endurance Wealth Management, Inc.675$323.0K
BerganKDV Wealth Management, LLC444$212.6K
Coastal Capital Group, Inc.211$101.0K
Northwest Bank & Trust Co195$93.4K
First National Bank of South Miami75$35.9K