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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 8,792 | $4.01M | 0.02% | −1,165−11.7% | Reduced |
| Granite FO LLC | 8,798 | $4.02M | 2.82% | +314+3.7% | Added |
| KMG Fiduciary Partners, LLC | 8,841 | $4.04M | 0.53% | −223−2.5% | Reduced |
| Intrepid Financial Planning Group LLC | 8,874 | $4.05M | 2.10% | −615−6.5% | Reduced |
| Newport Capital Group, LLC | 8,945 | $4.08M | 3.80% | −227−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 8,980 | $4.10M | 0.03% | −48−0.5% | Reduced |
| Modera Wealth Management, LLC | 9,165 | $4.19M | 0.08% | −293−3.1% | Reduced |
| Sonata Capital Group Inc | 9,176 | $4.19M | 2.24% | +34+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.31M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,462 | $4.32M | 0.17% | −10,137−51.7% | Reduced |
| Balboa Wealth Partners | 9,475 | $4.33M | 1.62% | +72+0.8% | Added |
| Financial Engines Advisors L.L.C. | 9,585 | $4.39M | 0.01% | −1,626−14.5% | Reduced |
| Qube Research & Technologies Ltd | 9,626 | $4.40M | 0.01% | +9,626 | New |
| Motco | 9,714 | $4.44M | 0.30% | −241−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 9,752 | $4.47M | 0.48% | −14−0.1% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.49M | 1.53% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,931 | $4.53M | 0.33% | −22−0.2% | Reduced |
| RBF Capital, LLC | 10,000 | $4.57M | 0.30% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,040 | $4.58M | 0.06% | +438+4.6% | Added |
| Ameritas Investment Partners, Inc. | 10,045 | $4.59M | 0.18% | −4,000−28.5% | Reduced |
| Lodestar Private Asset Management LLC | 10,069 | $4.60M | 0.79% | −219−2.1% | Reduced |
| Central Trust Co | 10,081 | $4.60M | 0.13% | −197−1.9% | Reduced |
| Savant Capital, LLC | 10,111 | $4.62M | 0.07% | −255−2.5% | Reduced |
| Callan Family Office, LLC | 10,128 | $4.62M | 1.23% | +30+0.3% | Added |
| Mayflower Financial Advisors, LLC | 10,149 | $4.63M | 0.69% | −49−0.5% | Reduced |
| Bokf, NA | 10,758 | $4.65M | 0.10% | +42+0.4% | Added |
| Bridgeworth, LLC | 10,213 | $4.66M | 0.52% | −53−0.5% | Reduced |
| TKG Advisors, LLC | 10,254 | $4.68M | 3.12% | +145+1.4% | Added |
| Firestone Capital Management | 10,312 | $4.71M | 1.61% | +40.0% | Added |
| Gries Financial LLC | 10,319 | $4.71M | 1.27% | +24+0.2% | Added |
| Associated Banc-Corp | 10,332 | $4.72M | 0.18% | −140−1.3% | Reduced |
| Flputnam Investment Management Co | 10,369 | $4.73M | 0.13% | +25+0.2% | Added |
| Bank of New Hampshire | 10,395 | $4.75M | 1.42% | −238−2.2% | Reduced |
| AE Wealth Management LLC | 10,485 | $4.79M | 0.03% | −2,211−17.4% | Reduced |
| HB Wealth Management, LLC | 10,583 | $4.83M | 0.08% | −63−0.6% | Reduced |
| Adirondack Trust Co | 10,774 | $4.92M | 2.46% | −161−1.5% | Reduced |
| Latigo Investments, LLC | 10,962 | $5.01M | 3.05% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 11,023 | $5.03M | 1.22% | +11,023 | New |
| Highland Capital Management, LLC | 11,071 | $5.06M | 0.35% | +50+0.5% | Added |
| Peak Asset Management, LLC | 11,100 | $5.07M | 1.22% | −164−1.5% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $5.09M | 0.24% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 11,152 | $5.09M | 0.96% | −13−0.1% | Reduced |
| Lincoln National Corp | 11,282 | $5.15M | 0.10% | −725−6.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,474 | $5.24M | 0.68% | −252−2.1% | Reduced |
| Retirement Income Solutions, Inc | 11,660 | $5.32M | 1.49% | −113−1.0% | Reduced |
| Sand Hill Global Advisors, LLC | 11,888 | $5.43M | 0.30% | 00.0% | Unchanged |
| GFS Advisors, LLC | 11,928 | $5.45M | 0.85% | +7,553+172.6% | Added |
| First Horizon Advisors, Inc. | 11,943 | $5.45M | 0.20% | −24−0.2% | Reduced |
| Csenge Advisory Group | 11,966 | $5.46M | 0.37% | +183+1.6% | Added |
| Franklin Resources Inc | 12,315 | $5.62M | 0.00% | −245−2.0% | Reduced |
| Staley Capital Advisers Inc | 12,372 | $5.65M | 0.31% | −405−3.2% | Reduced |
| Boston Private Wealth LLC | 12,504 | $5.71M | 0.13% | −5,143−29.1% | Reduced |
| Community Bank, N.A. | 12,601 | $5.75M | 0.81% | −262−2.0% | Reduced |
| Wealthspire Advisors, LLC | 12,734 | $5.82M | 0.10% | −215−1.7% | Reduced |
| RMR Wealth Builders | 12,880 | $5.88M | 0.94% | +488+3.9% | Added |
| Goelzer Investment Management, Inc. | 12,945 | $5.91M | 0.42% | −204−1.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,153 | $6.01M | 0.09% | −843−6.0% | Reduced |
| Private Advisor Group, LLC | 13,227 | $6.04M | 0.05% | +42+0.3% | Added |
| Mill Creek Capital Advisors, LLC | 13,226 | $6.04M | 0.20% | −120−0.9% | Reduced |
| Colorado Capital Management, Inc. | 13,437 | $6.14M | 4.65% | +30+0.2% | Added |
| Busey Wealth Management | 13,459 | $6.15M | 0.26% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,490 | $6.16M | 0.40% | −40−0.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,485 | $6.18M | 4.07% | −255−1.9% | Reduced |
| Meridian Wealth Advisors, LLC | 13,705 | $6.26M | 1.56% | −38−0.3% | Reduced |
| Smith Anglin Financial, LLC | 13,773 | $6.29M | 0.76% | +36+0.3% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $6.36M | 2.78% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 14,143 | $6.46M | 5.52% | +669+5.0% | Added |
| Legal & General Group Plc | 14,200 | $6.48M | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 14,231 | $6.50M | 3.74% | +2,340+19.7% | Added |
| GTS Securities LLC | 14,288 | $6.53M | 0.14% | +691+5.1% | Added |
| Unionview, LLC | 14,454 | $6.60M | 6.24% | +373+2.6% | Added |
| Pacific Center for Financial Services | 14,455 | $6.60M | 2.24% | −98−0.7% | Reduced |
| Telemus Capital, LLC | 14,644 | $6.69M | 0.62% | −1,327−8.3% | Reduced |
| Dakota Wealth Management | 14,826 | $6.77M | 0.30% | −441−2.9% | Reduced |
| Palisade Asset Management, LLC | 14,958 | $6.83M | 0.83% | −91−0.6% | Reduced |
| CWM, LLC | 15,468 | $7.06M | 0.04% | +2,809+22.2% | Added |
| Howard Capital Management Inc. | 15,520 | $7.09M | 0.96% | +412+2.7% | Added |
| Pegasus Partners Ltd. | 15,620 | $7.13M | 1.00% | −823−5.0% | Reduced |
| Raymond James Trust N.A. | 15,621 | $7.13M | 0.21% | −493−3.1% | Reduced |
| Peddock Capital Advisors, LLC | 15,808 | $7.22M | 2.41% | +605+4.0% | Added |
| Grove Bank & Trust | 15,875 | $7.25M | 1.48% | −2,491−13.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,000 | $7.31M | 1.62% | +7,000+77.8% | Added |
| CIBC Private Wealth Group, LLC | 16,141 | $7.37M | 0.02% | −992−5.8% | Reduced |
| Boston Financial Mangement LLC | 16,305 | $7.45M | 0.28% | −425−2.5% | Reduced |
| Capstone Financial Advisors, Inc. | 16,318 | $7.45M | 0.59% | −137−0.8% | Reduced |
| KCM Investment Advisors LLC | 16,591 | $7.58M | 0.33% | −24−0.1% | Reduced |
| Boston Family Office LLC | 16,720 | $7.63M | 0.63% | −1,954−10.5% | Reduced |
| Tiaa Trust, National Association | 16,756 | $7.65M | 0.03% | +16,756 | New |
| Atria Wealth Solutions, Inc. | 16,748 | $7.67M | 0.11% | +1,102+7.0% | Added |
| Legacy Advisors, LLC | 16,930 | $7.73M | 1.25% | +336+2.0% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $7.78M | 7.93% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,246 | $7.88M | 0.10% | +960+5.9% | Added |
| Fifth Third Securities, Inc. | 17,626 | $8.08M | 0.90% | +1,188+7.2% | Added |
| NBT Bank N A | 18,307 | $8.36M | 0.80% | +234+1.3% | Added |
| Terry L. Blaker | 18,512 | $8.45M | 0.75% | −770−4.0% | Reduced |
| Trifecta Capital Advisors, LLC | 19,272 | $8.80M | 2.83% | +70+0.4% | Added |
| Green Square Capital Advisors LLC | 19,427 | $8.87M | 1.19% | −7,072−26.7% | Reduced |
| Mechanics Bank Trust Department | 19,466 | $8.89M | 1.48% | −167−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,479 | $8.90M | 3.60% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 19,734 | $9.01M | 0.98% | −311−1.6% | Reduced |