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 |
|---|---|---|---|---|---|
| Black Diamond Financial, LLC | 702 | $320.6K | 0.10% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $320.7K | 0.04% | +700 | New |
| Valeo Financial Advisors, LLC | 703 | $321.0K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 705 | $321.9K | 0.17% | +11+1.6% | Added |
| United Community Bank | 705 | $321.9K | 0.16% | +21+3.1% | Added |
| Steel Peak Wealth Management LLC | 706 | $323.5K | 0.02% | +81+13.0% | Added |
| Beach Investment Counsel Inc | 710 | $324.0K | 0.04% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $324.9K | 0.29% | 00.0% | Unchanged |
| One Capital Management, LLC | 715 | $326.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 717 | $327.4K | 0.02% | +37+5.4% | Added |
| Hoese & Co LLP | 720 | $328.8K | 0.34% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 724 | $330.8K | 0.10% | +724 | New |
| US Financial Advisors, LLC | 725 | $331.1K | 0.14% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 729 | $332.8K | 0.14% | +1+0.1% | Added |
| John W. Brooker & Co., CPAs | 731 | $333.7K | 0.21% | +1+0.1% | Added |
| Baugh & Associates, LLC | 731 | $333.8K | 0.21% | −1−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 699 | $335.0K | 0.01% | 00.0% | Unchanged |
| Berkeley, Inc | 736 | $336.1K | 0.23% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 737 | $336.8K | 0.03% | −13−1.7% | Reduced |
| JDM Financial Group LLC | 740 | $337.8K | 0.31% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $341.6K | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $341.6K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $341.7K | 0.08% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 752 | $343.4K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 760 | $347.3K | 0.01% | +191+33.6% | Added |
| TFG Advisers LLC | 770 | $351.5K | 0.17% | +75+10.8% | Added |
| Octavia Wealth Advisors, LLC | 768 | $352.1K | 0.07% | +213+38.4% | Added |
| Eagle Global Advisors LLC | 775 | $353.9K | 0.02% | −5−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 778 | $355.3K | 0.07% | +35+4.7% | Added |
| Fifth Third Wealth Advisors LLC | 779 | $355.7K | 0.14% | +10+1.3% | Added |
| Summit Place Financial Advisors, LLC | 780 | $356.2K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $356.2K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $356.6K | 0.12% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $357.4K | 0.31% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 785 | $358.5K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 786 | $358.9K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 786 | $358.9K | 0.11% | +2+0.3% | Added |
| Howard Financial Services, Ltd. | 790 | $360.7K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 796 | $363.5K | 0.16% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 798 | $364.3K | 0.00% | +3+0.4% | Added |
| Roof Eidam & Maycock | 798 | $364.4K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $364.9K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $365.0K | 0.06% | +219+37.9% | Added |
| Marquette Asset Management, LLC | 800 | $365.3K | 0.09% | −200−20.0% | Reduced |
| North Star Asset Management Inc | 800 | $365.3K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $365.3K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $365.8K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $366.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 802 | $366.1K | 0.01% | −38−4.5% | Reduced |
| First Heartland Consultants, Inc. | 804 | $367.0K | 0.05% | −192−19.3% | Reduced |
| SageView Advisory Group, LLC | 808 | $369.2K | 0.02% | −430−34.7% | Reduced |
| Ayrshire Capital Management LLC | 809 | $369.4K | 0.24% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 810 | $369.9K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 811 | $370.3K | 0.17% | 00.0% | Unchanged |
| WP Advisors, LLC | 815 | $372.0K | 0.15% | +3+0.4% | Added |
| StoneX Group Inc. | 812 | $372.1K | 0.04% | −26−3.1% | Reduced |
| Lifeworks Advisors, LLC | 819 | $374.0K | 0.15% | −88−9.7% | Reduced |
| Seascape Capital Management | 818 | $374.0K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $374.0K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 824 | $376.3K | 0.16% | +355+75.7% | Added |
| Ancora Advisors, LLC | 826 | $377.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 828 | $378.2K | 0.09% | +11+1.3% | Added |
| Jennison Associates LLC | 833 | $380.4K | 0.00% | +833 | New |
| Sigma Investment Counselors Inc | 834 | $380.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $381.7K | 0.22% | +833 | New |
| Monograph Wealth Advisors, LLC | 835 | $382.6K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 839 | $383.1K | 0.04% | −61−6.8% | Reduced |
| Verdence Capital Advisors LLC | 839 | $383.1K | 0.04% | +254+43.4% | Added |
| Glenview Trust Co | 842 | $384.5K | 0.01% | +175+26.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 842 | $384.5K | 0.08% | −285−25.3% | Reduced |
| WBH Advisory Inc | 843 | $385.2K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 844 | $385.4K | 0.03% | −1−0.1% | Reduced |
| Cardiff Park Advisors, LLC | 846 | $386.4K | 0.05% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 847 | $386.8K | 0.22% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $389.5K | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 858 | $391.8K | 0.19% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $391.8K | 0.25% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 862 | $394.0K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 865 | $394.8K | 0.03% | −40−4.4% | Reduced |
| Red Door Wealth Management, LLC | 869 | $396.8K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $398.6K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $399.0K | 0.18% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $399.5K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 904 | $413.0K | 0.12% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $418.0K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $418.7K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $420.0K | 0.01% | −10−1.1% | Reduced |
| CoreCap Advisors, LLC | 930 | $424.7K | 0.03% | +498+115.3% | Added |
| Cullen/Frost Bankers, Inc. | 933 | $426.0K | 0.01% | −2,607−73.6% | Reduced |
| Clear Creek Financial Management, LLC | 929 | $428.2K | 0.08% | −407−30.5% | Reduced |
| Canal Capital Management, LLC | 938 | $428.3K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 941 | $429.7K | 0.02% | −20−2.1% | Reduced |
| Eagle Strategies LLC | 948 | $433.0K | 0.11% | +35+3.8% | Added |
| Fagan Associates, Inc. | 952 | $435.1K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 960 | $438.4K | 0.03% | −10−1.0% | Reduced |
| Vertex Planning Partners, LLC | 964 | $440.3K | 0.15% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 976 | $445.8K | 0.01% | +976 | New |
| Long Road Investment Counsel, LLC | 985 | $450.0K | 0.22% | 00.0% | Unchanged |
| Charter Trust Co | 988 | $451.2K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 989 | $451.6K | 0.02% | −54−5.2% | Reduced |