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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,196 | $1.45M | 0.20% | +125+4.1% | Added |
| Summit Trail Advisors, LLC | 3,172 | $1.45M | 0.05% | −2−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,187 | $1.46M | 0.15% | −446−12.3% | Reduced |
| Regions Financial Corp | 3,190 | $1.46M | 0.01% | −89−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,220 | $1.47M | 0.43% | −17−0.5% | Reduced |
| GEM Asset Management, LLC | 3,253 | $1.49M | 1.18% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,267 | $1.49M | 0.12% | −65−2.0% | Reduced |
| Nwam LLC | 3,308 | $1.51M | 0.15% | −180−5.2% | Reduced |
| Oxford Financial Group Ltd | 3,319 | $1.52M | 0.13% | −435−11.6% | Reduced |
| Alpine Global Management, LLC | 3,345 | $1.53M | 0.35% | +2,379+246.3% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.54M | 0.32% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,380 | $1.54M | 0.58% | −20−0.6% | Reduced |
| Kelman-Lazarov, Inc. | 3,384 | $1.55M | 0.37% | −57−1.7% | Reduced |
| Wesbanco Bank Inc | 3,387 | $1.55M | 0.07% | −283−7.7% | Reduced |
| Lindbrook Capital, LLC | 3,393 | $1.55M | 0.17% | −100−2.9% | Reduced |
| Tiemann Investment Advisors, LLC | 3,394 | $1.55M | 0.83% | −2−0.1% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.55M | 0.35% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,412 | $1.56M | 1.45% | −44−1.3% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.56M | 0.21% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,420 | $1.56M | 0.38% | −101−2.9% | Reduced |
| Connectus Wealth, LLC | 3,434 | $1.57M | 0.03% | +741+27.5% | Added |
| PFG Advisors | 3,442 | $1.57M | 0.14% | +147+4.5% | Added |
| EverSource Wealth Advisors, LLC | 3,456 | $1.58M | 0.17% | +405+13.3% | Added |
| Darrow Company, Inc. | 3,517 | $1.61M | 1.41% | 00.0% | Unchanged |
| GenTrust, LLC | 3,503 | $1.61M | 0.11% | −3,722−51.5% | Reduced |
| Compass Wealth Management LLC | 3,521 | $1.61M | 0.50% | −261−6.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,530 | $1.61M | 0.09% | −23−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 3,544 | $1.62M | 0.29% | +495+16.2% | Added |
| TSFG, LLC | 3,549 | $1.62M | 0.58% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 3,558 | $1.63M | 0.44% | +8+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,598 | $1.64M | 0.07% | +3,127+663.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,602 | $1.64M | 0.56% | −10−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 3,616 | $1.65M | 0.21% | −15−0.4% | Reduced |
| Focus Financial Network, Inc. | 3,609 | $1.65M | 0.09% | −45−1.2% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.67M | 0.80% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,660 | $1.67M | 0.87% | −10.0% | Reduced |
| Crescent Sterling, Ltd. | 3,662 | $1.67M | 1.77% | −101−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 3,707 | $1.69M | 0.06% | +344+10.2% | Added |
| Clientfirst Wealth Management, LLC | 3,789 | $1.70M | 2.07% | 00.0% | Unchanged |
| Texas Permanent School Fund | 3,737 | $1.71M | 0.02% | −7,705−67.3% | Reduced |
| Old Second National Bank of Aurora | 3,745 | $1.71M | 0.52% | −22−0.6% | Reduced |
| Signature Securities Group Corporation | 3,754 | $1.72M | 0.65% | −24−0.6% | Reduced |
| Northwest Bancshares, Inc. | 3,767 | $1.72M | 0.33% | −37−1.0% | Reduced |
| Lowe Wealth Advisors, LLC | 3,809 | $1.74M | 0.92% | +117+3.2% | Added |
| Jordan Park Group LLC | 3,810 | $1.74M | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,821 | $1.75M | 0.13% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,861 | $1.76M | 0.73% | +121+3.2% | Added |
| Putnam Investments LLC | 3,861 | $1.76M | 0.00% | −9,311−70.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,863 | $1.76M | 0.63% | −15−0.4% | Reduced |
| Intelligent Financial Strategies | 3,851 | $1.76M | 1.31% | +4+0.1% | Added |
| First Citizens Bank & Trust Co | 3,867 | $1.77M | 0.03% | −16−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,872 | $1.77M | 0.01% | +3,872 | New |
| American Institute for Advanced Investment Management, LLP | 3,921 | $1.79M | 1.66% | −475−10.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,934 | $1.80M | 0.60% | −630−13.8% | Reduced |
| Cambridge Trust Co | 3,949 | $1.80M | 0.08% | −135−3.3% | Reduced |
| Soltis Investment Advisors LLC | 3,958 | $1.81M | 0.23% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,971 | $1.81M | 0.63% | +428+12.1% | Added |
| TD Waterhouse Canada Inc. | 3,892 | $1.82M | 0.02% | −575−12.9% | Reduced |
| Graypoint LLC | 3,990 | $1.82M | 0.17% | +45+1.1% | Added |
| Revolve Wealth Partners, LLC | 3,993 | $1.82M | 0.42% | +10+0.3% | Added |
| Moneta Group Investment Advisors LLC | 4,085 | $1.87M | 0.04% | −72−1.7% | Reduced |
| Umb Bank N A | 4,085 | $1.87M | 0.03% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,109 | $1.88M | 0.50% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $1.90M | 0.63% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,155 | $1.90M | 1.02% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 4,158 | $1.90M | 0.72% | +4,158 | New |
| Wade G W & Inc | 4,179 | $1.91M | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,185 | $1.91M | 0.13% | −316−7.0% | Reduced |
| Advisory Services Network, LLC | 4,196 | $1.92M | 0.05% | +341+8.8% | Added |
| Tower View Investment Management & Research LLC | 4,208 | $1.92M | 1.35% | −177−4.0% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $1.92M | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,247 | $1.94M | 0.15% | +4,247 | New |
| Keeley-Teton Advisors, LLC | 4,289 | $1.96M | 0.27% | +174+4.2% | Added |
| Harbor Advisory Corp | 4,295 | $1.96M | 0.71% | −223−4.9% | Reduced |
| Buckingham Strategic Partners | 4,363 | $1.99M | 0.10% | +103+2.4% | Added |
| Lloyd Advisory Services, LLC. | 4,377 | $2.00M | 0.66% | +4,377 | New |
| Norden Group LLC | 4,377 | $2.00M | 0.66% | +4,377 | New |
| Element Wealth, LLC | 4,417 | $2.02M | 1.46% | +261+6.3% | Added |
| Diversified Trust Co | 4,459 | $2.04M | 0.08% | −328−6.9% | Reduced |
| Coastline Trust Co | 4,470 | $2.04M | 0.30% | −872−16.3% | Reduced |
| Woodstock Corp | 4,487 | $2.05M | 0.26% | +385+9.4% | Added |
| Sage Financial Management Group, Inc. | 4,489 | $2.05M | 1.23% | −85−1.9% | Reduced |
| Davidson Trust Co | 4,495 | $2.05M | 1.52% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,499 | $2.05M | 0.11% | +118+2.7% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.05M | 0.65% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,486 | $2.06M | 0.15% | +42+0.9% | Added |
| West Paces Advisors Inc. | 4,562 | $2.08M | 0.65% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,568 | $2.09M | 1.18% | +4,568 | New |
| Hoylecohen, LLC | 4,581 | $2.09M | 0.19% | −261−5.4% | Reduced |
| Delta Financial Group, Inc. | 4,626 | $2.11M | 0.73% | +355+8.3% | Added |
| All Terrain Financial Advisors, LLC | 4,699 | $2.15M | 1.09% | −6,956−59.7% | Reduced |
| New England Private Wealth Advisors LLC | 4,720 | $2.16M | 0.45% | +20.0% | Added |
| Baron Financial Group, LLC | 4,752 | $2.17M | 1.41% | −129−2.6% | Reduced |
| Spinnaker Trust | 4,766 | $2.18M | 0.16% | −156−3.2% | Reduced |
| Adviser Investments LLC | 4,781 | $2.18M | 0.05% | +58+1.2% | Added |
| Asset Management Group, Inc. | 4,831 | $2.21M | 0.49% | +14+0.3% | Added |
| Courier Capital LLC | 4,857 | $2.22M | 0.18% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,123 | $2.23M | 0.77% | +2,073+68.0% | Added |
| Greenleaf Trust | 4,888 | $2.23M | 0.03% | +98+2.0% | Added |
| Audent Global Asset Management, LLC | 4,898 | $2.24M | 2.57% | −1,070−17.9% | Reduced |