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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,937 | $2.25M | 0.00% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,945 | $2.27M | 0.37% | −49−1.0% | Reduced |
| Merit Financial Group, LLC | 4,980 | $2.27M | 0.07% | −1,304−20.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,996 | $2.28M | 0.16% | +496+11.0% | Added |
| Private Trust Co NA | 5,016 | $2.29M | 0.30% | −305−5.7% | Reduced |
| Gilman Hill Asset Management, LLC | 5,031 | $2.30M | 0.45% | +63+1.3% | Added |
| National Asset Management, Inc. | 5,024 | $2.30M | 0.06% | −522−9.4% | Reduced |
| Global Retirement Partners, LLC | 5,212 | $2.32M | 0.12% | −19−0.4% | Reduced |
| Meridian Wealth Management, LLC | 5,144 | $2.35M | 0.14% | −806−13.5% | Reduced |
| Argent Trust Co | 5,172 | $2.36M | 0.13% | −14−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 5,234 | $2.39M | 1.04% | −59−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,246 | $2.40M | 0.84% | −96−1.8% | Reduced |
| Madison Asset Management, LLC | 5,246 | $2.40M | 0.04% | −1,022−16.3% | Reduced |
| Larson Financial Group LLC | 5,301 | $2.42M | 0.24% | −713−11.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,330 | $2.43M | 0.17% | +263+5.2% | Added |
| JMG Financial Group, Ltd. | 5,341 | $2.44M | 0.12% | +656+14.0% | Added |
| Penobscot Investment Management Company, Inc. | 5,358 | $2.45M | 0.33% | +1,344+33.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,575 | $2.48M | 0.03% | −123−2.2% | Reduced |
| Northstar Asset Management LLC | 5,500 | $2.51M | 0.72% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,515 | $2.52M | 0.36% | −115−2.0% | Reduced |
| IFG Advisory, LLC | 5,566 | $2.54M | 0.21% | −115−2.0% | Reduced |
| St. Johns Investment Management Company, LLC | 5,585 | $2.55M | 1.46% | −94−1.7% | Reduced |
| Regents of the University of California | 5,600 | $2.56M | 0.33% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,616 | $2.56M | 0.05% | +4,139+280.2% | Added |
| Naples Global Advisors, LLC | 5,695 | $2.61M | 0.32% | −307−5.1% | Reduced |
| Silvercrest Asset Management Group LLC | 5,716 | $2.61M | 0.02% | −7−0.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,774 | $2.64M | 0.21% | −354−5.8% | Reduced |
| Trexquant Investment LP | 5,787 | $2.64M | 0.07% | +5,787 | New |
| Renaissance Technologies LLC | 5,800 | $2.65M | 0.00% | +5,800 | New |
| Lionsbridge Wealth Management LLC | 5,828 | $2.66M | 2.52% | −1,646−22.0% | Reduced |
| Romano Brothers and Company | 5,848 | $2.67M | 0.42% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,849 | $2.67M | 0.93% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 5,850 | $2.67M | 1.24% | −25−0.4% | Reduced |
| Equitable Holdings, Inc. | 5,902 | $2.70M | 0.04% | +229+4.0% | Added |
| Wealthcare Advisory Partners LLC | 5,966 | $2.72M | 0.13% | −152−2.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,588 | $2.82M | 1.32% | +405+6.6% | Added |
| Rhumbline Advisers | 6,200 | $2.83M | 0.00% | −6,740−52.1% | Reduced |
| Synovus Financial Corp | 6,205 | $2.83M | 0.03% | −2,553−29.2% | Reduced |
| Charter Research & Investment Group, Inc. | 6,295 | $2.87M | 2.59% | −86−1.3% | Reduced |
| Sepio Capital, LP | 6,300 | $2.88M | 0.25% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $2.88M | 0.48% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,320 | $2.89M | 0.32% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,343 | $2.90M | 0.21% | +1,416+28.7% | Added |
| Apollon Wealth Management, LLC | 6,357 | $2.90M | 0.15% | +299+4.9% | Added |
| Shapiro Capital Management LLC | 6,400 | $2.92M | 0.09% | −27,100−80.9% | Reduced |
| Relative Value Partners Group, LLC | 6,467 | $2.95M | 0.20% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,482 | $2.96M | 0.12% | +333+5.4% | Added |
| Glen Eagle Advisors, LLC | 6,534 | $2.98M | 0.69% | −106−1.6% | Reduced |
| North Star Investment Management Corp. | 6,536 | $2.98M | 0.25% | +4,103+168.6% | Added |
| Stephenson National Bank & Trust | 6,577 | $3.00M | 1.68% | −33−0.5% | Reduced |
| Fiduciary Trust Co | 6,582 | $3.01M | 0.05% | +517+8.5% | Added |
| Summit Wealth Partners, LLC | 6,594 | $3.01M | 0.77% | −99−1.5% | Reduced |
| Ballentine Partners, LLC | 6,688 | $3.05M | 0.07% | +10.0% | Added |
| Fifth Third Bancorp | 6,712 | $3.06M | 0.01% | −4,317−39.1% | Reduced |
| Bailard, Inc. | 6,718 | $3.07M | 0.10% | −35−0.5% | Reduced |
| Paladin Advisory Group, LLC | 6,759 | $3.09M | 2.60% | −82−1.2% | Reduced |
| Ieq Capital, LLC | 6,903 | $3.15M | 0.06% | −50−0.7% | Reduced |
| Veracity Capital LLC | 6,907 | $3.15M | 1.47% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,003 | $3.20M | 0.12% | +6,233+809.5% | Added |
| Gould Asset Management LLC | 7,021 | $3.21M | 0.91% | −65−0.9% | Reduced |
| Midwest Financial Group LLC | 7,038 | $3.21M | 2.72% | +271+4.0% | Added |
| Leavell Investment Management, Inc. | 7,032 | $3.22M | 0.23% | −4−0.1% | Reduced |
| Union Savings Bank | 7,078 | $3.23M | 2.01% | −6−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,133 | $3.26M | 0.07% | −284−3.8% | Reduced |
| Harbour Investments, Inc. | 7,147 | $3.26M | 0.16% | −149−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 7,217 | $3.31M | 0.67% | −255−3.4% | Reduced |
| Wetherby Asset Management Inc | 7,264 | $3.32M | 0.19% | 00.0% | Unchanged |
| Davis R M Inc | 7,383 | $3.37M | 0.08% | −385−5.0% | Reduced |
| Bay Rivers Group | 7,403 | $3.38M | 2.60% | +44+0.6% | Added |
| Stock Yards Bank & Trust Co | 7,406 | $3.38M | 0.13% | −65−0.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $3.42M | 1.83% | −208,825−96.5% | Reduced |
| Select Equity Group, L.P. | 7,547 | $3.45M | 0.01% | +2,175+40.5% | Added |
| Renaissance Investment Group LLC | 7,571 | $3.46M | 0.96% | −145−1.9% | Reduced |
| Bank of Nova Scotia | 7,626 | $3.48M | 0.01% | −2,510−24.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,643 | $3.49M | 2.24% | +20.0% | Added |
| Ti-Trust, Inc | 7,650 | $3.49M | 3.33% | +160+2.1% | Added |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.52M | 0.07% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,711 | $3.52M | 2.32% | −7−0.1% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.55M | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,850 | $3.58M | 0.26% | −98−1.2% | Reduced |
| Segment Wealth Management, LLC | 7,871 | $3.59M | 0.37% | −402−4.9% | Reduced |
| Victory Capital Management Inc | 7,880 | $3.60M | 0.00% | −12,550−61.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,013 | $3.66M | 0.52% | −1,037−11.5% | Reduced |
| Evensky & Katz LLC | 8,061 | $3.68M | 0.31% | −404−4.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,099 | $3.70M | 1.74% | +57+0.7% | Added |
| Highview Capital Management LLC | 8,118 | $3.71M | 2.12% | −234−2.8% | Reduced |
| CMG Global Holdings, LLC | 8,131 | $3.71M | 3.17% | +89+1.1% | Added |
| Salomon & Ludwin, LLC | 8,150 | $3.72M | 0.39% | −392−4.6% | Reduced |
| Barrett & Company, Inc. | 8,235 | $3.76M | 2.21% | +115+1.4% | Added |
| Keybank National Association | 8,242 | $3.76M | 0.02% | −182−2.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,280 | $3.78M | 0.13% | −128−1.5% | Reduced |
| AMG National Trust Bank | 8,351 | $3.81M | 0.13% | −50−0.6% | Reduced |
| Cetera Investment Advisers | 8,496 | $3.88M | 0.03% | −709−7.7% | Reduced |
| Two Sigma Securities, LLC | 8,546 | $3.90M | 0.18% | +8,546 | New |
| G&S Capital LLC | 8,559 | $3.91M | 1.99% | −43−0.5% | Reduced |
| Oppenheimer & Co Inc | 8,570 | $3.91M | 0.08% | −250−2.8% | Reduced |
| Haverford Trust Co | 8,641 | $3.95M | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 8,698 | $3.97M | 0.03% | −36−0.4% | Reduced |
| RVW Wealth, LLC | 8,736 | $3.99M | 0.48% | −178−2.0% | Reduced |
| Court Place Advisors, LLC | 8,782 | $4.01M | 1.42% | +331+3.9% | Added |