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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 530 | $242.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 533 | $243.2K | 0.19% | +70+15.1% | Added |
| WealthTrust Axiom LLC | 532 | $243.3K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 535 | $244.3K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 536 | $244.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 537 | $245.2K | 0.01% | +501+1,391.7% | Added |
| QCM Cayman, Ltd. | 537 | $245.2K | 1.59% | +537 | New |
| Granite Harbor Advisors, Inc. | 538 | $245.6K | 0.20% | −8−1.5% | Reduced |
| Ropes Wealth Advisors LLC | 538 | $245.7K | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 539 | $246.1K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 544 | $248.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $248.4K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 546 | $249.3K | 0.04% | −937−63.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $251.2K | 0.12% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 551 | $251.6K | 0.09% | +1+0.2% | Added |
| CapWealth Advisors, LLC | 551 | $251.6K | 0.03% | +12+2.2% | Added |
| Waypoint Capital Advisors, LLC | 553 | $252.5K | 0.08% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 553 | $253.8K | 0.09% | +13+2.4% | Added |
| Cape Ann Savings Bank | 556 | $253.9K | 0.18% | −84−13.1% | Reduced |
| SNS Financial Group, LLC | 556 | $254.8K | 0.03% | +556 | New |
| Gillespie Robinson & Grimm Inc | 560 | $255.7K | 0.03% | 00.0% | Unchanged |
| Etfidea, LLC | 561 | $256.2K | 0.11% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $256.2K | 0.14% | +561 | New |
| Legacy Financial Strategies, LLC | 576 | $256.5K | 0.08% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 562 | $256.6K | 0.10% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $258.0K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 568 | $259.4K | 0.14% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 568 | $259.6K | 0.09% | +125+28.2% | Added |
| Manhattan West Asset Management, LLC | 600 | $259.8K | 0.08% | 00.0% | Unchanged |
| South State Corp. | 571 | $260.7K | 0.02% | −45−7.3% | Reduced |
| Dividend Assets Capital, LLC | 571 | $261.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 575 | $262.6K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $263.0K | 0.07% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $263.0K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $263.9K | 0.07% | 00.0% | Unchanged |
| Cortland Associates Inc | 579 | $264.0K | 0.04% | −12−2.0% | Reduced |
| Keeler Thomas Management LLC | 582 | $265.6K | 0.10% | +1+0.2% | Added |
| Paragon Capital Management LLC | 582 | $265.8K | 0.16% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 582 | $265.8K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 584 | $266.7K | 0.00% | −637−52.2% | Reduced |
| Woodmont Investment Counsel LLC | 585 | $267.1K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 589 | $269.0K | 0.02% | +76+14.8% | Added |
| FSM Wealth Advisors, LLC | 590 | $269.3K | 0.14% | −432−42.3% | Reduced |
| Level Four Advisory Services, LLC | 592 | $270.3K | 0.02% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 595 | $271.7K | 0.47% | +595 | New |
| Geneos Wealth Management Inc. | 596 | $272.3K | 0.01% | +36+6.4% | Added |
| SPC Financial, Inc. | 600 | $274.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $274.0K | 0.14% | 00.0% | Unchanged |
| Sym Financial Corp | 600 | $274.0K | 0.05% | +600 | New |
| Nicolet Bankshares Inc | 604 | $275.8K | 0.08% | −3−0.5% | Reduced |
| King Luther Capital Management Corp | – | $276.7K | 0.00% | – | New |
| Lakeview Capital Partners, LLC | 606 | $276.8K | 0.05% | 00.0% | Unchanged |
| River Street Advisors LLC | 609 | $278.2K | 0.26% | 00.0% | Unchanged |
| Private Capital Management LLC | 610 | $278.4K | 0.08% | +1+0.2% | Added |
| Trust Co | 615 | $280.8K | 0.05% | −40−6.1% | Reduced |
| Signet Financial Management, LLC | 616 | $281.5K | 0.05% | 00.0% | Unchanged |
| Shaker Investments LLC | 617 | $281.7K | 0.16% | +2+0.3% | Added |
| Spotlight Asset Group, Inc. | 618 | $282.2K | 0.26% | 00.0% | Unchanged |
| IFP Advisors, Inc | 620 | $283.0K | 0.01% | +6+1.0% | Added |
| Nichols & Pratt Advisers LLP | 620 | $283.1K | 0.02% | −10−1.6% | Reduced |
| Apexium Financial, LP | 620 | $283.3K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 623 | $284.5K | 0.01% | +429+221.1% | Added |
| Guidance Point Advisors, LLC | 625 | $285.1K | 0.12% | +4+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 627 | $286.2K | 0.01% | −17−2.6% | Reduced |
| CRA Financial Services, LLC | 629 | $287.2K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $287.2K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 632 | $288.6K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 632 | $288.6K | 0.01% | +632 | New |
| CM Wealth Advisors LLC | 629 | $291.0K | 0.11% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $292.9K | 0.13% | 00.0% | Unchanged |
| Hall Kathryn A. | 645 | $294.5K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $294.5K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 647 | $295.5K | 0.01% | +647 | New |
| Monterey Private Wealth, Inc. | 649 | $296.4K | 0.15% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $296.8K | 0.18% | 00.0% | Unchanged |
| Retirement Planning Group | 652 | $297.7K | 0.03% | −50−7.1% | Reduced |
| Aptus Capital Advisors, LLC | 653 | $298.2K | 0.01% | −12−1.8% | Reduced |
| Merriman Wealth Management, LLC | 651 | $298.3K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 653 | $299.3K | 0.05% | −12−1.8% | Reduced |
| Clearwater Capital Advisors, LLC | 656 | $299.6K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $300.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 657 | $300.0K | 0.06% | +657 | New |
| Bensler, LLC | 657 | $300.0K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 660 | $301.4K | 0.22% | 00.0% | Unchanged |
| BSW Wealth Partners | 665 | $303.7K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $303.7K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 667 | $304.6K | 0.01% | +87+15.0% | Added |
| JFS Wealth Advisors, LLC | 669 | $305.5K | 0.03% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 670 | $305.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $305.9K | 0.16% | 00.0% | Unchanged |
| Cadinha & Co LLC | 673 | $307.3K | 0.07% | +40+6.3% | Added |
| Farmers & Merchants Investments Inc | 675 | $308.2K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 681 | $311.0K | 0.03% | −100−12.8% | Reduced |
| Orion Capital Management LLC | 684 | $312.1K | 0.20% | 00.0% | Unchanged |
| Novare Capital Management LLC | 691 | $315.5K | 0.04% | −19−2.7% | Reduced |
| Carret Asset Management, LLC | 695 | $317.4K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 697 | $318.4K | 0.17% | +2+0.3% | Added |
| Spears Abacus Advisors LLC | 698 | $318.7K | 0.03% | −10−1.4% | Reduced |
| David Loasby | 716 | $319.1K | 0.04% | +19+2.7% | Added |
| Aberdeen Wealth Management LLC | 701 | $320.1K | 0.24% | 00.0% | Unchanged |