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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 489 | $223.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 488 | $222.8K | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 486 | $221.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 480 | $219.2K | 0.02% | +480 | New |
| Hanson & Doremus Investment Management | 475 | $217.0K | 0.04% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $215.0K | 0.23% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 470 | $214.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 464 | $211.9K | 0.07% | +464 | New |
| Soundmark Wealth Management, LLC | 461 | $210.4K | 0.12% | +2+0.4% | Added |
| Investment Advisory Services Inc | 460 | $210.1K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 460 | $210.1K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 459 | $209.6K | 0.09% | −300−39.5% | Reduced |
| Heritage Trust Co | 457 | $208.7K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 455 | $207.5K | 0.00% | −16−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 454 | $207.3K | 0.03% | −5−1.1% | Reduced |
| Tradition Wealth Management, LLC | 452 | $207.0K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 452 | $206.4K | 0.00% | −35−7.2% | Reduced |
| Allegheny Financial Group LTD | 452 | $206.4K | 0.08% | +452 | New |
| Laurel Wealth Advisors LLC | 452 | $206.0K | 0.04% | +1+0.2% | Added |
| Exeter Financial, LLC | 450 | $205.5K | 0.11% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $205.5K | 0.06% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 446 | $203.7K | 0.10% | −161−26.5% | Reduced |
| Garden State Investment Advisory Services LLC | 444 | $203.3K | 0.09% | −14−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 444 | $202.7K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $202.7K | 0.08% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 443 | $202.3K | 0.22% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $202.3K | 0.22% | 00.0% | Unchanged |
| LWMG, LLC | 441 | $201.4K | 0.06% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 440 | $200.9K | 0.04% | −977−68.9% | Reduced |
| YHB Investment Advisors, Inc. | 440 | $200.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 428 | $195.7K | 0.02% | +42+10.9% | Added |
| Rogco, LP | 402 | $183.6K | 0.09% | +402 | New |
| Parkside Financial Bank & Trust | 365 | $166.7K | 0.04% | 00.0% | Unchanged |
| Garde Capital, Inc. | 362 | $165.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 360 | $164.4K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 358 | $163.7K | 0.01% | −6−1.6% | Reduced |
| Bangor Savings Bank | 358 | $163.5K | 0.02% | −58−13.9% | Reduced |
| Blackhill Capital Inc | 351 | $160.3K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 346 | $158.0K | 0.06% | +346 | New |
| Allspring Global Investments Holdings, LLC | 342 | $156.3K | 0.00% | −442−56.4% | Reduced |
| Arcadia Investment Management Corp | 342 | $156.2K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 335 | $153.0K | 0.09% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 327 | $149.1K | 0.03% | −19−5.5% | Reduced |
| Systematic Alpha Investments, LLC | 300 | $137.0K | 0.01% | +300 | New |
| Headlands Technologies LLC | 295 | $134.7K | 0.07% | +295 | New |
| JJJ Advisors Inc. | 290 | $132.9K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 283 | $129.4K | 0.02% | −50−15.0% | Reduced |
| Contravisory Investment Management, Inc. | 279 | $127.6K | 0.04% | +2+0.7% | Added |
| Flaharty Asset Management, LLC | 278 | $126.9K | 0.02% | +278 | New |
| Jackson, Grant Investment Advisers, Inc. | 263 | $120.1K | 0.06% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 262 | $119.6K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 259 | $118.2K | 0.08% | +2+0.8% | Added |
| Archer Investment Corp | 256 | $116.9K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $114.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $114.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 237 | $108.2K | 0.03% | −11−4.4% | Reduced |
| Asset Dedication, LLC | 237 | $108.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 235 | $107.3K | 0.06% | +235 | New |
| Monetary Management Group Inc | 230 | $105.0K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 226 | $103.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $100.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 208 | $99.6K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $94.8K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 202 | $92.2K | 0.05% | +202 | New |
| PFG Private Wealth Management, LLC | 199 | $90.9K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 198 | $90.4K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 193 | $88.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 189 | $87.0K | 0.04% | −273−59.1% | Reduced |
| M&R Capital Management Inc | 190 | $86.8K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 185 | $84.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 177 | $80.8K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 177 | $80.8K | 0.06% | +27+18.0% | Added |
| Costello Asset Management, INC | 172 | $78.5K | 0.07% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $74.9K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $72.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 154 | $70.0K | 0.03% | −11−6.7% | Reduced |
| Atlas Capital Advisors LLC | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $68.5K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $68.5K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $68.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $68.0K | 0.01% | +150 | New |
| Mark Sheptoff Financial Planning, LLC | 136 | $62.1K | 0.04% | −330−70.8% | Reduced |
| RFP Financial Group LLC | 135 | $61.6K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $59.2K | 0.02% | +133 | New |
| Sugarloaf Wealth Management, LLC | 125 | $57.3K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 124 | $56.6K | 0.00% | −139−52.9% | Reduced |
| Newton One Investments LLC | 120 | $55.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $53.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 108 | $49.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $49.3K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $46.0K | 0.01% | −29−22.3% | Reduced |
| Clean Yield Group | 100 | $45.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $45.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $45.7K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $45.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $45.7K | 0.01% | +100 | New |
| Cutler Group LP | 100 | $45.0K | 0.01% | −300−75.0% | Reduced |
| Islay Capital Management, LLC | 98 | $44.8K | 0.04% | −3−3.0% | Reduced |
| Register Financial Advisors LLC | 93 | $42.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $42.5K | 0.00% | 00.0% | Unchanged |