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 |
|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 2,028 | $926.1K | 0.09% | +2,028 | New |
| STAR Financial Bank | 2,032 | $927.9K | 0.95% | −104−4.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $927.9K | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,033 | $928.3K | 0.01% | +2,033 | New |
| Viawealth, LLC | 2,041 | $932.0K | 0.68% | −152−6.9% | Reduced |
| Altfest L J & Co Inc | 2,042 | $933.0K | 0.15% | +66+3.3% | Added |
| Glassman Wealth Services | 2,049 | $935.7K | 0.15% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,055 | $938.4K | 0.60% | −1,843−47.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $946.2K | 0.28% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,075 | $947.5K | 0.12% | +7+0.3% | Added |
| InterOcean Capital Group, LLC | 2,075 | $947.5K | 0.03% | +547+35.8% | Added |
| Capital Investment Advisory Services, LLC | 2,085 | $952.1K | 0.09% | +376+22.0% | Added |
| NCM Capital Management, LLC | 2,088 | $953.5K | 0.68% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,090 | $954.4K | 0.50% | +149+7.7% | Added |
| Beacon Financial Advisory LLC | 2,105 | $961.4K | 0.53% | +4+0.2% | Added |
| Wexford Capital LP | 2,120 | $968.1K | 0.22% | −17,105−89.0% | Reduced |
| Ameritas Advisory Services, LLC | 2,158 | $969.2K | 0.05% | +11+0.5% | Added |
| United Bank | 2,128 | $971.7K | 0.13% | −967−31.2% | Reduced |
| Forza Wealth Management, LLC | 2,140 | $977.2K | 0.50% | 00.0% | Unchanged |
| HM Payson & Co | 2,152 | $982.7K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,220 | $984.4K | 0.10% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,161 | $987.0K | 0.66% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,180 | $996.0K | 0.05% | −12−0.5% | Reduced |
| Braun Stacey Associates Inc | 2,202 | $1.00M | 0.05% | +20+0.9% | Added |
| Fidelis Capital Partners, LLC | 2,206 | $1.01M | 0.34% | −145−6.2% | Reduced |
| RSM US Wealth Management LLC | 2,219 | $1.01M | 0.04% | −45−2.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,218 | $1.02M | 0.07% | +1,378+164.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.02M | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,244 | $1.02M | 0.10% | +14+0.6% | Added |
| 9258 Wealth Management, LLC | 2,251 | $1.03M | 0.20% | −3−0.1% | Reduced |
| Choate Investment Advisors | 2,265 | $1.03M | 0.04% | +347+18.1% | Added |
| Osborne Partners Capital Management, LLC | 2,272 | $1.04M | 0.08% | −100−4.2% | Reduced |
| InTrack Investment Management Inc | 2,282 | $1.04M | 0.92% | +461+25.3% | Added |
| White Pine Investment CO | 2,298 | $1.05M | 0.37% | +249+12.2% | Added |
| ARS Investment Partners, LLC | 2,303 | $1.05M | 0.13% | +88+4.0% | Added |
| Howe & Rusling Inc | 2,319 | $1.06M | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,328 | $1.06M | 0.04% | +2,328 | New |
| Becker Capital Management Inc | 2,334 | $1.07M | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 2,228 | $1.07M | 0.21% | +2,228 | New |
| RFG Advisory, LLC | 2,353 | $1.07M | 0.05% | −37−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,354 | $1.07M | 0.02% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,384 | $1.09M | 0.09% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,386 | $1.09M | 0.91% | −252−9.6% | Reduced |
| Sawtooth Solutions, LLC | 2,395 | $1.09M | 0.04% | +203+9.3% | Added |
| Cozad Asset Management Inc | 2,403 | $1.10M | 0.14% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,435 | $1.11M | 0.15% | −5−0.2% | Reduced |
| CIC Wealth, LLC | 2,436 | $1.11M | 0.40% | −31−1.3% | Reduced |
| Truepoint, Inc. | 2,438 | $1.11M | 0.04% | +157+6.9% | Added |
| Baker Avenue Asset Management, LP | 2,445 | $1.12M | 0.06% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,459 | $1.12M | 0.26% | −33−1.3% | Reduced |
| Middleton & Co Inc | 2,461 | $1.12M | 0.16% | 00.0% | Unchanged |
| CX Institutional | 2,472 | $1.13M | 0.06% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,474 | $1.13M | 0.45% | +96+4.0% | Added |
| SOL Capital Management CO | 2,475 | $1.13M | 0.18% | −65−2.6% | Reduced |
| GWM Advisors LLC | 2,483 | $1.13M | 0.01% | −67−2.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,519 | $1.15M | 0.10% | −26−1.0% | Reduced |
| Independent Financial Group, LLC | 2,541 | $1.16M | 0.08% | +685+36.9% | Added |
| Zions Bancorporation, N.A. | 2,583 | $1.18M | 0.10% | −34−1.3% | Reduced |
| TCTC Holdings, LLC | 2,597 | $1.19M | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.19M | 0.16% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,603 | $1.19M | 0.04% | −2,910−52.8% | Reduced |
| High Falls Advisors, Inc | 2,637 | $1.20M | 0.36% | −100−3.7% | Reduced |
| Atria Investments LLC | 2,644 | $1.21M | 0.02% | +2,644 | New |
| Scotia Capital Inc. | 2,661 | $1.22M | 0.01% | +345+14.9% | Added |
| Watershed Private Wealth LLC | 2,673 | $1.22M | 0.75% | −17−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,680 | $1.22M | 0.12% | +52+2.0% | Added |
| Change Path, LLC | 2,686 | $1.23M | 0.09% | −357−11.7% | Reduced |
| Deutsche Bank AG | 2,695 | $1.23M | 0.00% | +24+0.9% | Added |
| Warren Averett Asset Management, LLC | 2,716 | $1.24M | 0.05% | +2,716 | New |
| NorthRock Partners, LLC | 2,734 | $1.25M | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,743 | $1.25M | 0.11% | −45−1.6% | Reduced |
| Bremer Bank National Association | 2,744 | $1.25M | 0.25% | −281−9.3% | Reduced |
| Hardy Reed LLC | 2,799 | $1.28M | 0.23% | +24+0.9% | Added |
| Old Mission Capital LLC | 2,800 | $1.28M | 0.04% | +2,800 | New |
| Advus Financial Partners, LLC | 2,810 | $1.28M | 0.50% | −24−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,813 | $1.28M | 0.03% | +60+2.2% | Added |
| Manufacturers Life Insurance Company, The | 2,815 | $1.29M | 0.00% | +2,815 | New |
| Spire Wealth Management | 2,848 | $1.30M | 0.05% | −582−17.0% | Reduced |
| Colony Group LLC | 2,849 | $1.30M | 0.02% | +53+1.9% | Added |
| Tiedemann Advisors, LLC | 2,849 | $1.31M | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,867 | $1.31M | 0.08% | −253−8.1% | Reduced |
| Providence First Trust Co | 2,881 | $1.32M | 0.73% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,887 | $1.32M | 0.33% | −157−5.2% | Reduced |
| Coyle Financial Counsel LLC | 2,915 | $1.33M | 0.56% | +6+0.2% | Added |
| TD Private Client Wealth LLC | 2,920 | $1.33M | 0.06% | +65+2.3% | Added |
| Manchester Capital Management LLC | 2,928 | $1.34M | 0.20% | 00.0% | Unchanged |
| XML Financial, LLC | 2,959 | $1.35M | 0.16% | −684−18.8% | Reduced |
| Private Asset Management Inc | 2,966 | $1.35M | 0.32% | −330−10.0% | Reduced |
| Kestra Private Wealth Services, LLC | 2,992 | $1.37M | 0.04% | +1,581+112.0% | Added |
| Avantax Planning Partners, Inc. | 3,019 | $1.38M | 0.06% | +34+1.1% | Added |
| Neuberger Berman Group LLC | 3,020 | $1.38M | 0.00% | +264+9.6% | Added |
| Horizon Investments, LLC | 3,024 | $1.38M | 0.04% | −63−2.0% | Reduced |
| GM Advisory Group, Inc. | 3,037 | $1.39M | 0.11% | −144−4.5% | Reduced |
| Aspiriant, LLC | 3,071 | $1.40M | 0.07% | −5−0.2% | Reduced |
| L.M. Kohn & Company | 3,082 | $1.41M | 0.51% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,086 | $1.41M | 0.18% | −63−2.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,110 | $1.42M | 0.91% | −101−3.1% | Reduced |
| Disciplined Investments, LLC | 3,132 | $1.43M | 0.87% | −2,453−43.9% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.44M | 0.67% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 3,151 | $1.44M | 0.71% | +140+4.6% | Added |