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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 90 | $41.2K | 0.02% | +74+462.5% | Added |
| First Community Trust NA | 90 | $41.1K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $41.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $39.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $38.8K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 72 | $32.9K | 0.00% | +23+46.9% | Added |
| Authentikos Wealth Advisory, LLC | 71 | $32.4K | 0.03% | +71 | New |
| CoreFirst Bank & Trust | 70 | $32.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $29.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $27.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $25.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $25.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $25.1K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $24.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 50 | $22.8K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 47 | $21.5K | 0.03% | −10−17.5% | Reduced |
| Concord Wealth Partners | 46 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 45 | $20.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $20.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $20.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $19.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 41 | $18.5K | 0.00% | +41 | New |
| Amundi | 35 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $14.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $14.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $12.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $11.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $9.13K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 19 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $8.68K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.68K | 0.01% | – | – |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 17 | $7.80K | 0.01% | +2+13.3% | Added |
| Eagle Bay Advisors LLC | 17 | $7.76K | 0.00% | −26−60.5% | Reduced |
| Global Financial Private Client, LLC | 16 | $7.21K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $6.85K | 0.00% | +15 | New |
| Stonebridge Capital Advisors LLC | 14 | $6.39K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $5.94K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $5.35K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 11 | $5.02K | 0.00% | +11 | New |
| Solstein Capital, LLC | 10 | $4.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $4.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $4.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.20K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $2.74K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Veritable, L.P. | 0 | $0 | 0.00% | −966,257−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −65,241−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −15,340−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Bassett Hargrove Investment Counsel, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Pachira Investments Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Van Strum & Towne Inc. | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| First Nebraska Trust Co | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Texas Capital Bancshares Inc | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Cohen Lawrence B | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Brookmont Capital Management | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Field & Main Bank | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |