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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 991 | $452.5K | 0.05% | +230+30.2% | Added |
| Tanager Wealth Management LLP | 988 | $452.7K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 993 | $453.0K | 0.26% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $453.9K | 0.45% | −360−26.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,000 | $456.6K | 0.01% | +1,000 | New |
| Ghe, LLC | 1,000 | $457.0K | 0.31% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,001 | $457.2K | 0.00% | +2+0.2% | Added |
| DT Investment Partners, LLC | 1,002 | $457.6K | 0.06% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,005 | $459.0K | 0.10% | +2+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,012 | $462.1K | 0.22% | −137−11.9% | Reduced |
| First National Trust Co | 1,014 | $463.0K | 0.02% | +57+6.0% | Added |
| Flagship Harbor Advisors, LLC | 1,020 | $466.0K | 0.04% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,021 | $466.2K | 0.13% | 00.0% | Unchanged |
| Marion Wealth Management | 1,023 | $467.1K | 0.16% | +502+96.4% | Added |
| Baxter Bros Inc | 1,023 | $467.1K | 0.07% | +1,023 | New |
| GW&K Investment Management, LLC | 1,030 | $470.0K | 0.00% | +660+178.4% | Added |
| Great Valley Advisor Group, Inc. | 1,034 | $472.8K | 0.02% | −29−2.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,036 | $473.1K | 0.06% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,036 | $473.1K | 0.37% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,037 | $473.6K | 0.01% | +23+2.3% | Added |
| Orion Portfolio Solutions, LLC | 1,037 | $473.6K | 0.01% | +23+2.3% | Added |
| Verition Fund Management LLC | 1,039 | $474.4K | 0.01% | −2,072−66.6% | Reduced |
| Koss-Olinger Consulting, LLC | 1,040 | $475.0K | 0.07% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,041 | $475.4K | 0.32% | −16−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $477.2K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,051 | $479.8K | 0.05% | +1+0.1% | Added |
| Bleakley Financial Group, LLC | 1,057 | $482.8K | 0.02% | −705−40.0% | Reduced |
| JNBA Financial Advisors | 1,059 | $483.6K | 0.06% | −3−0.3% | Reduced |
| Appleton Partners Inc | 1,062 | $485.0K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,099 | $485.7K | 0.01% | −58−5.0% | Reduced |
| Bragg Financial Advisors, Inc | 1,067 | $487.2K | 0.03% | −97−8.3% | Reduced |
| Kanawha Capital Management LLC | 1,067 | $487.2K | 0.05% | −30−2.7% | Reduced |
| Miramar Capital, LLC | 1,070 | $488.6K | 0.13% | −38−3.4% | Reduced |
| Glaxis Capital Management, LLC | 1,075 | $490.9K | 3.25% | −1,525−58.7% | Reduced |
| Thompson Davis & Co., Inc. | 1,075 | $490.9K | 0.61% | −95−8.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,080 | $493.0K | 0.02% | +14+1.3% | Added |
| Progressive Investment Management Corp | 1,080 | $493.2K | 0.16% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,083 | $494.6K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,087 | $496.4K | 0.03% | +125+13.0% | Added |
| Integrated Wealth Concepts LLC | 1,094 | $499.6K | 0.01% | +2+0.2% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $500.0K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 1,096 | $500.5K | 0.15% | −26−2.3% | Reduced |
| Baystate Wealth Management LLC | 1,096 | $500.6K | 0.04% | +3+0.3% | Added |
| Advisors Capital Management, LLC | 1,098 | $501.0K | 0.01% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,102 | $503.2K | 0.09% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,106 | $506.8K | 0.08% | +61+5.8% | Added |
| First County Bank | 1,110 | $506.9K | 0.26% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,111 | $507.5K | 0.01% | −25−2.2% | Reduced |
| Key Bridge Compliance, LLC | 1,114 | $508.7K | 0.16% | +1,114 | New |
| Wealth Advisors, Inc. | 1,117 | $510.1K | 0.23% | −132−10.6% | Reduced |
| Millennium Management LLC | 1,119 | $511.0K | 0.00% | −19,725−94.6% | Reduced |
| Private Ocean, LLC | 1,119 | $511.0K | 0.06% | −78−6.5% | Reduced |
| Samalin Investment Counsel, LLC | 1,121 | $511.9K | 0.29% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,122 | $512.1K | 0.04% | +150+15.4% | Added |
| Certified Advisory Corp | 1,122 | $512.5K | 0.09% | +51+4.8% | Added |
| Pacific Sun Financial Corp | 1,130 | $516.0K | 0.36% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $517.8K | 0.14% | +30+2.7% | Added |
| IHT Wealth Management, LLC | 1,136 | $518.7K | 0.03% | +118+11.6% | Added |
| BLB&B Advisors, LLC | 1,137 | $519.2K | 0.04% | −81−6.7% | Reduced |
| Rathbone Brothers plc | 1,140 | $520.6K | 0.00% | +140+14.0% | Added |
| German American Bancorp, Inc. | 1,142 | $521.8K | 0.08% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,150 | $525.0K | 0.49% | +4+0.3% | Added |
| WorthPointe, LLC | 1,158 | $528.8K | 0.32% | −27−2.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $529.7K | 0.18% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,161 | $530.2K | 0.21% | −12−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $532.9K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,170 | $534.3K | 0.05% | −63−5.1% | Reduced |
| WealthPLAN Partners, LLC | 1,174 | $536.1K | 0.06% | +4+0.3% | Added |
| Hohimer Wealth Management, LLC | 1,183 | $540.2K | 0.15% | −50−4.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $543.9K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,192 | $544.7K | 0.01% | −5,197−81.3% | Reduced |
| Duncker Streett & Co Inc | 1,195 | $545.8K | 0.13% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,196 | $545.9K | 0.03% | −90−7.0% | Reduced |
| Assetmark, Inc | 1,196 | $546.1K | 0.00% | +1,032+629.3% | Added |
| Independent Advisor Alliance | 1,200 | $548.0K | 0.02% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,203 | $549.0K | 0.08% | −234−16.3% | Reduced |
| Roberts Glore & Co Inc | 1,211 | $553.0K | 0.18% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,219 | $556.5K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,219 | $556.8K | 0.06% | +696+133.1% | Added |
| Parcion Private Wealth LLC | 1,224 | $558.9K | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,227 | $560.3K | 0.08% | −305−19.9% | Reduced |
| Jackson Wealth Management, LLC | 1,231 | $562.0K | 0.08% | +1,231 | New |
| Nicollet Investment Management, Inc. | 1,241 | $567.0K | 0.25% | +13+1.1% | Added |
| Fortress Wealth Group, LLC | 1,283 | $568.8K | 0.38% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,247 | $569.4K | 0.02% | −144−10.4% | Reduced |
| Single Point Partners, LLC | 1,248 | $570.0K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $571.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,262 | $576.3K | 0.12% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,274 | $581.8K | 0.50% | +4+0.3% | Added |
| GSB Wealth Management, LLC | 1,275 | $582.2K | 0.19% | 00.0% | Unchanged |
| Stephens Inc | 1,278 | $583.7K | 0.01% | −1,180−48.0% | Reduced |
| Aspen Investment Management Inc | 1,283 | $585.0K | 0.35% | +820+177.1% | Added |
| TCI Wealth Advisors, Inc. | 1,286 | $587.2K | 0.07% | −11−0.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $592.9K | 0.68% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,300 | $593.6K | 0.12% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,299 | $594.0K | 0.07% | −35−2.6% | Reduced |
| Centaurus Financial, Inc. | 1,304 | $595.0K | 0.05% | +131+11.2% | Added |
| Ellerson Group Inc | 1,312 | $599.1K | 0.56% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,318 | $601.7K | 0.00% | +261+24.7% | Added |
| Neumann Capital Management, LLC | 1,320 | $602.8K | 0.26% | 00.0% | Unchanged |