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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 230 | $105.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 235 | $107.3K | 0.06% | +235 | New |
| Asset Dedication, LLC | 237 | $108.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 237 | $108.2K | 0.03% | −11−4.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 250 | $114.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $114.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 256 | $116.9K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 259 | $118.2K | 0.08% | +2+0.8% | Added |
| SJS Investment Consulting Inc. | 262 | $119.6K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 263 | $120.1K | 0.06% | +1+0.4% | Added |
| Flaharty Asset Management, LLC | 278 | $126.9K | 0.02% | +278 | New |
| Contravisory Investment Management, Inc. | 279 | $127.6K | 0.04% | +2+0.7% | Added |
| Sunbelt Securities, Inc. | 283 | $129.4K | 0.02% | −50−15.0% | Reduced |
| JJJ Advisors Inc. | 290 | $132.9K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 295 | $134.7K | 0.07% | +295 | New |
| Systematic Alpha Investments, LLC | 300 | $137.0K | 0.01% | +300 | New |
| Silicon Valley Capital Partners | 327 | $149.1K | 0.03% | −19−5.5% | Reduced |
| Tyler-Stone Wealth Management | 335 | $153.0K | 0.09% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 342 | $156.2K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 342 | $156.3K | 0.00% | −442−56.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 346 | $158.0K | 0.06% | +346 | New |
| Blackhill Capital Inc | 351 | $160.3K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 358 | $163.5K | 0.02% | −58−13.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 358 | $163.7K | 0.01% | −6−1.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 360 | $164.4K | 0.06% | 00.0% | Unchanged |
| Garde Capital, Inc. | 362 | $165.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 365 | $166.7K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 402 | $183.6K | 0.09% | +402 | New |
| Creative Financial Designs Inc | 428 | $195.7K | 0.02% | +42+10.9% | Added |
| High Probability Advisors, LLC | 440 | $200.9K | 0.04% | −977−68.9% | Reduced |
| YHB Investment Advisors, Inc. | 440 | $200.9K | 0.02% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $201.4K | 0.06% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 443 | $202.3K | 0.22% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $202.3K | 0.22% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 444 | $202.7K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $202.7K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 444 | $203.3K | 0.09% | −14−3.1% | Reduced |
| Financial Partners Group, LLC | 446 | $203.7K | 0.10% | −161−26.5% | Reduced |
| Westside Investment Management, Inc. | 450 | $205.5K | 0.06% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $205.5K | 0.11% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 452 | $206.0K | 0.04% | +1+0.2% | Added |
| Empower Advisory Group, LLC | 452 | $206.4K | 0.00% | −35−7.2% | Reduced |
| Allegheny Financial Group LTD | 452 | $206.4K | 0.08% | +452 | New |
| Tradition Wealth Management, LLC | 452 | $207.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 454 | $207.3K | 0.03% | −5−1.1% | Reduced |
| Mather Group, LLC. | 455 | $207.5K | 0.00% | −16−3.4% | Reduced |
| Heritage Trust Co | 457 | $208.7K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 459 | $209.6K | 0.09% | −300−39.5% | Reduced |
| Investment Advisory Services Inc | 460 | $210.1K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $210.1K | 0.07% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 461 | $210.4K | 0.12% | +2+0.4% | Added |
| Essex Savings Bank | 464 | $211.9K | 0.07% | +464 | New |
| Rodgers & Associates, LTD | 470 | $214.6K | 0.03% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $215.0K | 0.23% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $217.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 480 | $219.2K | 0.02% | +480 | New |
| Marcum Wealth, LLC | 486 | $221.9K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 488 | $222.8K | 0.09% | 00.0% | Unchanged |
| Congress Asset Management Co | 489 | $223.3K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 492 | $224.7K | 0.01% | +48+10.8% | Added |
| BlueSky Wealth Advisors, LLC | 493 | $225.1K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 492 | $225.4K | 0.02% | −33−6.3% | Reduced |
| Morris Retirement Advisors, LLC | 494 | $225.6K | 0.16% | −46−8.5% | Reduced |
| Mystic Asset Management, Inc. | 495 | $226.0K | 0.13% | −5−1.0% | Reduced |
| Maryland Capital Advisors Inc. | 495 | $226.0K | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 497 | $227.0K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $228.0K | 0.04% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 500 | $228.0K | 0.20% | +500 | New |
| Trivant Custom Portfolio Group, LLC | 500 | $228.3K | 0.17% | −69−12.1% | Reduced |
| J2 Capital Management Inc | 500 | $228.3K | 0.29% | 00.0% | Unchanged |
| Well Done, LLC | 500 | $228.3K | 0.05% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $228.3K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $228.3K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $228.3K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 500 | $228.3K | 0.04% | +500 | New |
| Quantbot Technologies LP | 501 | $228.8K | 0.02% | −4,499−90.0% | Reduced |
| Delap Wealth Advisory, LLC | 503 | $229.7K | 0.22% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 504 | $230.1K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 505 | $230.6K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 506 | $231.0K | 0.04% | 00.0% | Unchanged |
| Asset Planning Corporation | 507 | $231.4K | 0.18% | +1+0.2% | Added |
| KWMG, LLC | 508 | $232.0K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 483 | $232.3K | 0.19% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 510 | $232.9K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 512 | $233.7K | 0.01% | −256−33.3% | Reduced |
| Transcend Wealth Collective, LLC | 513 | $234.3K | 0.02% | +513 | New |
| JSF Financial, LLC | 515 | $235.1K | 0.09% | −40−7.2% | Reduced |
| Libra Wealth LLC | 515 | $235.2K | 0.13% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $237.5K | 0.08% | +25+5.1% | Added |
| Aprio Wealth Management, LLC | 521 | $237.9K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $238.4K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 523 | $238.8K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 524 | $239.3K | 0.02% | +374+249.3% | Added |
| Atwood & Palmer Inc | 525 | $239.5K | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 525 | $239.7K | 0.00% | 00.0% | Unchanged |
| Mendel Money Management | 525 | $239.9K | 0.13% | −10−1.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $240.2K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 526 | $240.2K | 0.51% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 527 | $240.6K | 2.39% | −11−2.0% | Reduced |
| Wintrust Investments LLC | 529 | $242.0K | 0.03% | 00.0% | Unchanged |