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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,326 | $605.5K | 0.01% | −62−4.5% | Reduced |
| Thrivent Financial for Lutherans | 1,338 | $611.0K | 0.00% | +916+217.1% | Added |
| Acorn Wealth Advisors, LLC | 1,349 | $616.1K | 0.41% | −156−10.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,347 | $617.2K | 0.21% | +1+0.1% | Added |
| River Wealth Advisors LLC | 1,357 | $619.7K | 0.11% | −213−13.6% | Reduced |
| Round Rock Advisors, LLC | 1,358 | $620.1K | 0.24% | +2+0.1% | Added |
| Park National Corp | 1,367 | $624.2K | 0.03% | −22−1.6% | Reduced |
| Seelaus Asset Management LLC | 1,369 | $625.1K | 0.71% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $630.2K | 0.23% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,381 | $630.6K | 0.51% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,387 | $633.2K | 0.11% | +690+99.0% | Added |
| Grimes & Company, Inc. | 1,389 | $634.3K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $634.7K | 0.36% | −6−0.4% | Reduced |
| Holistic Financial Partners | 1,391 | $635.1K | 0.42% | −208−13.0% | Reduced |
| Blue Barn Wealth, LLC | 1,399 | $638.8K | 0.42% | −63−4.3% | Reduced |
| Lam Group, Inc. | 1,400 | $639.3K | 0.63% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $640.7K | 0.19% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $647.1K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $648.5K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,427 | $651.6K | 0.06% | +1,427 | New |
| Institute for Wealth Management, LLC. | 1,434 | $654.8K | 0.12% | −149−9.4% | Reduced |
| CCG Wealth Management, LLC | 1,437 | $656.2K | 0.43% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,445 | $659.9K | 0.46% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,452 | $663.2K | 0.03% | −42−2.8% | Reduced |
| Evoke Wealth, LLC | 1,452 | $665.1K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,474 | $673.0K | 0.52% | −145−9.0% | Reduced |
| CIBC World Markets Inc. | 1,475 | $674.0K | 0.00% | −410−21.8% | Reduced |
| DRW Securities, LLC | 1,500 | $685.0K | 0.05% | +1,500 | New |
| Retirement Capital Strategies | 1,502 | $685.9K | 0.32% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,505 | $687.2K | 0.09% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $689.5K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 1,618 | $697.0K | 0.26% | −410−20.2% | Reduced |
| Vista Investment Management | 1,527 | $697.3K | 0.37% | −16−1.0% | Reduced |
| Sabal Trust CO | 1,536 | $701.4K | 0.05% | +1,077+234.6% | Added |
| VeraBank, N.A. | 1,545 | $705.5K | 0.27% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,546 | $706.0K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,551 | $708.2K | 0.09% | −82−5.0% | Reduced |
| Triumph Capital Management | 1,552 | $708.8K | 0.32% | +734+89.7% | Added |
| Daymark Wealth Partners, LLC | 1,560 | $712.4K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,565 | $714.6K | 0.02% | −585−27.2% | Reduced |
| Clearview Wealth Advisors LLC | 1,567 | $715.6K | 0.89% | +1,567 | New |
| RTD Financial Advisors, Inc. | 1,570 | $717.0K | 0.11% | 00.0% | Unchanged |
| Maven Securities LTD | 1,579 | $721.0K | 0.08% | +1,579 | New |
| National Wealth Management Group, LLC | 1,580 | $721.5K | 0.78% | +717+83.1% | Added |
| American Money Management, LLC | 1,584 | $723.3K | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,584 | $723.9K | 0.07% | −1−0.1% | Reduced |
| Halpern Financial, Inc. | 1,593 | $727.2K | 0.25% | +250+18.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,599 | $730.3K | 0.07% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,603 | $731.9K | 0.63% | +1+0.1% | Added |
| Berger Financial Group, Inc | 1,606 | $733.5K | 0.08% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,607 | $733.8K | 0.52% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,624 | $741.7K | 0.02% | +56+3.6% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $746.1K | 0.07% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,639 | $748.4K | 0.03% | −9−0.5% | Reduced |
| Petix & Botte Co | 1,640 | $748.9K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,642 | $749.8K | 0.08% | +173+11.8% | Added |
| Carolinas Wealth Consulting LLC | 1,737 | $751.1K | 0.19% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 1,652 | $754.3K | 0.02% | +119+7.8% | Added |
| Sawgrass Asset Management LLC | 1,655 | $755.7K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,666 | $760.8K | 0.07% | −43−2.5% | Reduced |
| Omega Financial Group, LLC | 1,672 | $763.6K | 0.37% | −288−14.7% | Reduced |
| Peterson Wealth Management | 1,684 | $769.0K | 0.63% | +567+50.8% | Added |
| Arkadios Wealth Advisors | 1,688 | $770.9K | 0.07% | +10+0.6% | Added |
| Moors & Cabot, Inc. | 1,700 | $776.3K | 0.05% | −110−6.1% | Reduced |
| M. Kraus & Co | 1,700 | $776.3K | 0.28% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,708 | $779.9K | 0.03% | +69+4.2% | Added |
| BKD Wealth Advisors, LLC | 1,727 | $788.6K | 0.02% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,731 | $790.5K | 0.62% | +27+1.6% | Added |
| Lynch & Associates | 1,740 | $794.6K | 0.21% | −188−9.8% | Reduced |
| HBK Sorce Advisory LLC | 1,744 | $796.4K | 0.04% | −13−0.7% | Reduced |
| Journey Advisory Group, LLC | 1,752 | $800.0K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,770 | $808.2K | 0.04% | +2+0.1% | Added |
| LCNB Corp | 1,775 | $810.5K | 0.36% | −15−0.8% | Reduced |
| Baldwin Brothers Inc | 1,777 | $811.4K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,781 | $813.3K | 0.06% | +125+7.5% | Added |
| Blue Fin Capital, Inc. | 1,794 | $819.2K | 0.24% | +701+64.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,817 | $825.3K | 0.21% | +1+0.1% | Added |
| BancorpSouth Bank | 1,826 | $833.8K | 0.07% | −2−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 1,843 | $841.6K | 0.06% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,857 | $848.0K | 0.42% | +55+3.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,864 | $853.4K | 0.08% | +1+0.1% | Added |
| First Western Trust Bank | 1,872 | $854.8K | 0.05% | −319−14.6% | Reduced |
| Prosperity Planning, Inc. | 1,874 | $855.7K | 0.36% | −4−0.2% | Reduced |
| Howland Capital Management LLC | 1,877 | $860.0K | 0.05% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $861.7K | 0.56% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,815 | $869.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,904 | $869.4K | 0.14% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,913 | $873.7K | 0.29% | −18−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,914 | $874.0K | 0.21% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,923 | $878.3K | 0.61% | +4+0.2% | Added |
| Evanson Asset Management, LLC | 1,926 | $879.4K | 0.08% | +3+0.2% | Added |
| We Are One Seven, LLC | 1,930 | $881.4K | 0.07% | +23+1.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $883.5K | 0.43% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,945 | $888.3K | 0.77% | +1+0.1% | Added |
| Frisch Financial Group, Inc. | 1,966 | $898.0K | 0.36% | −98−4.7% | Reduced |
| Bill Few Associates, Inc. | 1,970 | $899.6K | 0.47% | +24+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,979 | $903.7K | 0.04% | −33−1.6% | Reduced |
| Essex Financial Services, Inc. | 1,989 | $908.3K | 0.11% | +52+2.7% | Added |
| Pacific Financial Group Inc | 1,992 | $909.6K | 0.59% | +60+3.1% | Added |
| Rockland Trust Co | 1,995 | $911.0K | 0.05% | −25−1.2% | Reduced |