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 | 1,127 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 620 | $283.0K | 0.01% | +6+1.0% | Added |
| Spotlight Asset Group, Inc. | 618 | $282.2K | 0.26% | 00.0% | Unchanged |
| Shaker Investments LLC | 617 | $281.7K | 0.16% | +2+0.3% | Added |
| Signet Financial Management, LLC | 616 | $281.5K | 0.05% | 00.0% | Unchanged |
| Trust Co | 615 | $280.8K | 0.05% | −40−6.1% | Reduced |
| Private Capital Management LLC | 610 | $278.4K | 0.08% | +1+0.2% | Added |
| River Street Advisors LLC | 609 | $278.2K | 0.26% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 606 | $276.8K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $276.7K | 0.00% | – | New |
| Nicolet Bankshares Inc | 604 | $275.8K | 0.08% | −3−0.5% | Reduced |
| SPC Financial, Inc. | 600 | $274.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $274.0K | 0.14% | 00.0% | Unchanged |
| Sym Financial Corp | 600 | $274.0K | 0.05% | +600 | New |
| Geneos Wealth Management Inc. | 596 | $272.3K | 0.01% | +36+6.4% | Added |
| QP Wealth Management, LLC | 595 | $271.7K | 0.47% | +595 | New |
| Level Four Advisory Services, LLC | 592 | $270.3K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 590 | $269.3K | 0.14% | −432−42.3% | Reduced |
| Visionary Wealth Advisors | 589 | $269.0K | 0.02% | +76+14.8% | Added |
| Woodmont Investment Counsel LLC | 585 | $267.1K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 584 | $266.7K | 0.00% | −637−52.2% | Reduced |
| Paragon Capital Management LLC | 582 | $265.8K | 0.16% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 582 | $265.8K | 0.03% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 582 | $265.6K | 0.10% | +1+0.2% | Added |
| Cortland Associates Inc | 579 | $264.0K | 0.04% | −12−2.0% | Reduced |
| Summit Asset Management, LLC | 578 | $263.9K | 0.07% | 00.0% | Unchanged |
| New England Asset Management Inc | 576 | $263.0K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $263.0K | 0.07% | 00.0% | Unchanged |
| Carlson Capital Management | 575 | $262.6K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 571 | $261.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 571 | $260.7K | 0.02% | −45−7.3% | Reduced |
| Manhattan West Asset Management, LLC | 600 | $259.8K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 568 | $259.6K | 0.09% | +125+28.2% | Added |
| Investment Partners, Ltd. | 568 | $259.4K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $258.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 562 | $256.6K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $256.5K | 0.08% | 00.0% | Unchanged |
| Etfidea, LLC | 561 | $256.2K | 0.11% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 561 | $256.2K | 0.14% | +561 | New |
| Gillespie Robinson & Grimm Inc | 560 | $255.7K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 556 | $254.8K | 0.03% | +556 | New |
| Cape Ann Savings Bank | 556 | $253.9K | 0.18% | −84−13.1% | Reduced |
| Aspen Grove Capital, LLC | 553 | $253.8K | 0.09% | +13+2.4% | Added |
| Waypoint Capital Advisors, LLC | 553 | $252.5K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 551 | $251.6K | 0.09% | +1+0.2% | Added |
| CapWealth Advisors, LLC | 551 | $251.6K | 0.03% | +12+2.2% | Added |
| Red Lighthouse Investment Management, LLC | 550 | $251.2K | 0.12% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 546 | $249.3K | 0.04% | −937−63.2% | Reduced |
| First Foundation Advisors | 544 | $248.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 544 | $248.4K | 0.04% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 539 | $246.1K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 538 | $245.7K | 0.05% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 538 | $245.6K | 0.20% | −8−1.5% | Reduced |
| Chilton Capital Management LLC | 537 | $245.2K | 0.01% | +501+1,391.7% | Added |
| QCM Cayman, Ltd. | 537 | $245.2K | 1.59% | +537 | New |
| Birch Hill Investment Advisors LLC | 536 | $244.8K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 535 | $244.3K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 532 | $243.3K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 533 | $243.2K | 0.19% | +70+15.1% | Added |
| Plancorp, LLC | 530 | $242.0K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 529 | $242.0K | 0.03% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 527 | $240.6K | 2.39% | −11−2.0% | Reduced |
| Heritage Wealth Partners, LLC | 526 | $240.2K | 0.51% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $240.2K | 0.07% | 00.0% | Unchanged |
| Mendel Money Management | 525 | $239.9K | 0.13% | −10−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 525 | $239.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 525 | $239.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 524 | $239.3K | 0.02% | +374+249.3% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $238.8K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $238.4K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 521 | $237.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $237.5K | 0.08% | +25+5.1% | Added |
| Libra Wealth LLC | 515 | $235.2K | 0.13% | 00.0% | Unchanged |
| JSF Financial, LLC | 515 | $235.1K | 0.09% | −40−7.2% | Reduced |
| Transcend Wealth Collective, LLC | 513 | $234.3K | 0.02% | +513 | New |
| Snowden Capital Advisors LLC | 512 | $233.7K | 0.01% | −256−33.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 510 | $232.9K | 0.05% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 483 | $232.3K | 0.19% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $232.0K | 0.03% | 00.0% | Unchanged |
| Asset Planning Corporation | 507 | $231.4K | 0.18% | +1+0.2% | Added |
| Resources Management Corp | 506 | $231.0K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 505 | $230.6K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 504 | $230.1K | 0.00% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 503 | $229.7K | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 501 | $228.8K | 0.02% | −4,499−90.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 500 | $228.3K | 0.17% | −69−12.1% | Reduced |
| J2 Capital Management Inc | 500 | $228.3K | 0.29% | 00.0% | Unchanged |
| Well Done, LLC | 500 | $228.3K | 0.05% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $228.3K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $228.3K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $228.3K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 500 | $228.3K | 0.04% | +500 | New |
| BFSG, LLC | 500 | $228.0K | 0.04% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 500 | $228.0K | 0.20% | +500 | New |
| Ellis Investment Partners, LLC | 497 | $227.0K | 0.06% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 495 | $226.0K | 0.13% | −5−1.0% | Reduced |
| Maryland Capital Advisors Inc. | 495 | $226.0K | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 494 | $225.6K | 0.16% | −46−8.5% | Reduced |
| Comerica Securities,inc. | 492 | $225.4K | 0.02% | −33−6.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 493 | $225.1K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 492 | $224.7K | 0.01% | +48+10.8% | Added |