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 |
|---|---|---|---|---|---|
| jvl associates llc | 20,005 | $9.14M | 4.70% | 00.0% | Unchanged |
| Old National Bancorp | 20,114 | $9.18M | 0.27% | −59−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 20,115 | $9.19M | 0.10% | −557−2.7% | Reduced |
| Evercore Wealth Management, LLC | 20,251 | $9.25M | 0.17% | −245−1.2% | Reduced |
| Agf Management Ltd | 20,264 | $9.25M | 0.07% | −1,450−6.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,626 | $9.42M | 0.51% | +10,153+96.9% | Added |
| Credit Suisse AG | 20,726 | $9.46M | 0.01% | +2,944+16.6% | Added |
| HSBC Holdings PLC | 20,736 | $9.48M | 0.01% | +2,180+11.7% | Added |
| Dumont & Blake Investment Advisors LLC | 20,837 | $9.52M | 3.22% | +72+0.3% | Added |
| Brown Brothers Harriman & Co | 20,946 | $9.56M | 0.08% | −425−2.0% | Reduced |
| Central Bank & Trust Co | 20,981 | $9.58M | 1.67% | −1,095−5.0% | Reduced |
| Linscomb & Williams, Inc. | 21,129 | $9.65M | 0.56% | −3,879−15.5% | Reduced |
| FMR LLC | 21,252 | $9.70M | 0.00% | +854+4.2% | Added |
| Cetera Advisors LLC | 21,497 | $9.82M | 0.15% | +871+4.2% | Added |
| Glenmede Trust Co NA | 21,909 | $10.0M | 0.06% | +989+4.7% | Added |
| Exchange Capital Management, Inc. | 22,682 | $10.4M | 1.95% | −179−0.8% | Reduced |
| SlateStone Wealth, LLC | 22,875 | $10.4M | 1.52% | +1,695+8.0% | Added |
| American International Group, Inc. | 23,000 | $10.5M | 0.07% | −3,000−11.5% | Reduced |
| Country Club Bank | 22,965 | $10.5M | 0.86% | −497−2.1% | Reduced |
| First Financial Bank - Trust Division | 23,203 | $10.6M | 1.16% | −164−0.7% | Reduced |
| Cresset Asset Management, LLC | 23,242 | $10.6M | 0.07% | +218+0.9% | Added |
| MCF Advisors LLC | 23,411 | $10.7M | 0.97% | −401−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,881 | $10.9M | 0.17% | −161−0.7% | Reduced |
| Estate Counselors, LLC | 24,645 | $11.3M | 1.50% | −16,900−40.7% | Reduced |
| Caldwell Trust Co | 24,713 | $11.3M | 1.54% | +384+1.6% | Added |
| Youngs Advisory Group, Inc. | 25,020 | $11.4M | 6.21% | +295+1.2% | Added |
| Jane Street Group, LLC | 25,301 | $11.6M | 0.02% | +4,451+21.3% | Added |
| Kestra Advisory Services, LLC | 25,351 | $11.6M | 0.11% | +15,337+153.2% | Added |
| MML Investors Services, LLC | 25,553 | $11.7M | 0.06% | −989−3.7% | Reduced |
| RMB Capital Management, LLC | 25,943 | $11.8M | 0.41% | −302−1.2% | Reduced |
| Capital Fund Management S.A. | 26,132 | $11.9M | 0.16% | −4,400−14.4% | Reduced |
| Simmons Bank | 26,324 | $12.0M | 1.07% | −410−1.5% | Reduced |
| Cetera Advisor Networks LLC | 26,418 | $12.1M | 0.08% | +1,828+7.4% | Added |
| Carnegie Capital Asset Management, LLC | 27,144 | $12.4M | 0.48% | −1,428−5.0% | Reduced |
| Commerce Bank | 27,738 | $12.7M | 0.10% | +199+0.7% | Added |
| Means Investment Co., Inc. | 27,896 | $12.7M | 2.09% | −6,687−19.3% | Reduced |
| Wellspring Financial Advisors, LLC | 28,698 | $13.1M | 3.83% | −135−0.5% | Reduced |
| Lido Advisors, LLC | 28,702 | $13.1M | 0.15% | +596+2.1% | Added |
| Hancock Whitney Corp | 28,828 | $13.2M | 0.54% | −789−2.7% | Reduced |
| EP Wealth Advisors, LLC | 30,158 | $13.8M | 0.21% | +23,367+344.1% | Added |
| Curbstone Financial Management Corp | 30,722 | $14.0M | 3.47% | −500−1.6% | Reduced |
| BlackRock Inc. | 30,863 | $14.1M | 0.00% | −77,415−71.5% | Reduced |
| Huntington National Bank | – | $14.3M | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,822 | $14.5M | 1.43% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $14.6M | 0.07% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 32,759 | $15.0M | 1.45% | −691−2.1% | Reduced |
| Tandem Wealth Advisors LLC | 33,053 | $15.1M | 9.22% | +928+2.9% | Added |
| Bessemer Group Inc | 33,065 | $15.1M | 0.03% | −4,735−12.5% | Reduced |
| Vestor Capital, LLC | 33,373 | $15.2M | 1.65% | −417−1.2% | Reduced |
| Camden Capital, LLC | 33,502 | $15.3M | 1.81% | −70−0.2% | Reduced |
| Massmutual Trust Co FSB | 34,466 | $15.7M | 0.58% | +1,714+5.2% | Added |
| IFG Advisors, LLC | 34,555 | $15.8M | 5.61% | +841+2.5% | Added |
| Buckingham Strategic Wealth, LLC | 34,952 | $16.0M | 0.23% | −85−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 35,383 | $16.2M | 0.42% | +2,018+6.0% | Added |
| Prio Wealth Limited Partnership | 35,791 | $16.3M | 0.63% | −320−0.9% | Reduced |
| Flow Traders U.S. LLC | 35,961 | $16.4M | 0.77% | +35,961 | New |
| Boothbay Fund Management, LLC | 36,170 | $16.5M | 0.58% | −3,410−8.6% | Reduced |
| 1st Source Bank | 36,415 | $16.6M | 1.13% | −551−1.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 36,825 | $16.8M | 4.99% | +876+2.4% | Added |
| Johnson Investment Counsel Inc | 37,278 | $17.0M | 0.22% | −88−0.2% | Reduced |
| Janney Montgomery Scott LLC | 37,498 | $17.1M | 0.06% | +445+1.2% | Added |
| Kowal Investment Group, LLC | 40,691 | $18.6M | 5.01% | +1,128+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,805 | $18.6M | 0.06% | +40,805 | New |
| LCM Capital Management Inc | 40,846 | $18.7M | 15.21% | +2,116+5.5% | Added |
| Rockefeller Capital Management L.P. | 40,865 | $18.7M | 0.07% | +2,304+6.0% | Added |
| Miracle Mile Advisors, LLC | 41,596 | $19.0M | 0.59% | −292−0.7% | Reduced |
| M&T Bank Corp | 41,899 | $19.1M | 0.08% | −5,185−11.0% | Reduced |
| Wolverine Trading, LLC | 42,563 | $19.4M | 0.19% | +12,353+40.9% | Added |
| Bartlett & Co. LLC | 43,121 | $19.8M | 0.35% | −16,550−27.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 43,121 | $19.8M | 0.35% | −16,550−27.7% | Reduced |
| Cumberland Advisors Inc | 43,849 | $20.0M | 8.88% | +330+0.8% | Added |
| Chicago Partners Investment Group LLC | 46,238 | $20.0M | 1.08% | +1,659+3.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,432 | $20.3M | 3.97% | −200−0.4% | Reduced |
| Twin Tree Management, LP | 45,347 | $20.7M | 0.69% | +45,347 | New |
| Klingman & Associates, LLC | 45,749 | $20.9M | 1.69% | −350−0.8% | Reduced |
| Financial Advisory Group | 45,954 | $21.0M | 4.32% | −547−1.2% | Reduced |
| Retirement Systems of Alabama | 46,909 | $21.4M | 0.10% | +165+0.4% | Added |
| First Hawaiian Bank | 48,095 | $22.0M | 0.75% | −1,315−2.7% | Reduced |
| Citizens Financial Group Inc | 48,309 | $22.1M | 0.90% | −209−0.4% | Reduced |
| Conning Inc. | 48,607 | $22.2M | 0.81% | 00.0% | Unchanged |
| Crewe Advisors LLC | 48,867 | $22.3M | 3.86% | +46+0.1% | Added |
| Comerica Bank | 49,049 | $22.4M | 0.12% | +49,049 | New |
| Edge Capital Group, LLC | 50,334 | $23.0M | 1.49% | +144+0.3% | Added |
| Oldfather Financial Services, LLC | 50,629 | $23.1M | 11.73% | +2,018+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,453 | $24.0M | 0.11% | +24,752+89.4% | Added |
| Susquehanna International Group, LLP | 53,197 | $24.3M | 0.04% | −73,800−58.1% | Reduced |
| Clearstead Advisors, LLC | 53,855 | $24.6M | 1.51% | −101−0.2% | Reduced |
| MetLife Investment Management | 53,900 | $24.6M | 0.19% | −40,200−42.7% | Reduced |
| Divergent Planning, LLC | 55,679 | $25.2M | 13.55% | +2,080+3.9% | Added |
| Moreno Evelyn V | 55,411 | $25.3M | 5.51% | +318+0.6% | Added |
| Ascent Wealth Partners, LLC | 55,801 | $25.5M | 4.69% | −222−0.4% | Reduced |
| Heritage Investors Management Corp | 55,800 | $25.5M | 1.07% | −950−1.7% | Reduced |
| State Street Corp | 55,979 | $25.6M | 0.00% | −4,828−7.9% | Reduced |
| HRT Financial LP | 56,351 | $25.7M | 0.26% | +10,658+23.3% | Added |
| Smith, Moore & Co. | 58,644 | $26.2M | 3.46% | +462+0.8% | Added |
| Stifel Financial Corp | 57,728 | $26.4M | 0.04% | −3,267−5.4% | Reduced |
| Baird Financial Group, Inc. | 58,913 | $26.9M | 0.07% | +1,781+3.1% | Added |
| Peapack Gladstone Financial Corp | 63,326 | $28.9M | 0.54% | −133−0.2% | Reduced |
| SG Americas Securities, LLC | 63,654 | $29.1M | 0.39% | +29,816+88.1% | Added |
| Envestnet Asset Management Inc | 63,701 | $29.1M | 0.01% | −3,911−5.8% | Reduced |