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, Q3 2023
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Sep 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
- 1,159
- +20 vs. Q2 2023
- Shares held
- 27.3M
- +2.62M (+10.6%) vs. Q2 2023
- Total value
- $12.5B
- +$704.4M (+5.9%) vs. Q2 2023
- New holders
- 67
- 297 more added
- Sold out
- 47
- 402 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $2.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.20K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $4.11K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $4.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $4.57K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 11 | $5.02K | 0.00% | +11 | New |
| GHP Investment Advisors, Inc. | 12 | $5.35K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $5.94K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $6.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $6.85K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $7.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $7.76K | 0.00% | −26−60.5% | Reduced |
| Castleview Partners, LLC | 17 | $7.80K | 0.01% | +2+13.3% | Added |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.68K | 0.01% | – | – |
| Stephens Consulting, LLC | 19 | $8.68K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $9.13K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $11.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $12.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $13.7K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $14.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $14.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 35 | $15.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 41 | $18.5K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $19.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 45 | $20.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $20.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $20.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 46 | $21.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 47 | $21.5K | 0.03% | −10−17.5% | Reduced |
| City Holding Co | 50 | $22.8K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $24.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $25.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $25.6K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $25.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $27.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $29.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $32.0K | 0.02% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 71 | $32.4K | 0.03% | +71 | New |
| First Manhattan Co | 72 | $32.9K | 0.00% | +23+46.9% | Added |
| Bollard Group LLC | 80 | $37.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $38.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $39.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $41.1K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $41.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 90 | $41.2K | 0.02% | +74+462.5% | Added |
| Signaturefd, LLC | 93 | $42.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 93 | $42.6K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 98 | $44.8K | 0.04% | −3−3.0% | Reduced |
| Cutler Group LP | 100 | $45.0K | 0.01% | −300−75.0% | Reduced |
| Colonial Trust Advisors | 100 | $45.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $45.7K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $45.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $45.7K | 0.01% | +100 | New |
| Clean Yield Group | 100 | $45.7K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $46.0K | 0.01% | −29−22.3% | Reduced |
| Jones Financial Companies LLLP | 108 | $49.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $49.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $53.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 120 | $55.0K | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 124 | $56.6K | 0.00% | −139−52.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 125 | $57.3K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $59.2K | 0.02% | +133 | New |
| RFP Financial Group LLC | 135 | $61.6K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 136 | $62.1K | 0.04% | −330−70.8% | Reduced |
| NBC Securities, Inc. | 150 | $68.0K | 0.01% | +150 | New |
| Hollencrest Capital Management | 150 | $68.5K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $68.5K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $68.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 154 | $70.0K | 0.03% | −11−6.7% | Reduced |
| Northwest Investment Counselors, LLC | 159 | $72.4K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $74.9K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $78.5K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $80.8K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 177 | $80.8K | 0.06% | +27+18.0% | Added |
| Godsey & Gibb Associates | 185 | $84.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 190 | $86.8K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 189 | $87.0K | 0.04% | −273−59.1% | Reduced |
| Banque Cantonale Vaudoise | 193 | $88.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $90.4K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $90.9K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 202 | $92.2K | 0.05% | +202 | New |
| Proequities, Inc. | 207 | $94.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 208 | $99.6K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $100.5K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 226 | $103.2K | 0.01% | 00.0% | Unchanged |