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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 36,825 | $16.8M | 4.99% | +876+2.4% | Added |
| 1st Source Bank | 36,415 | $16.6M | 1.13% | −551−1.5% | Reduced |
| Boothbay Fund Management, LLC | 36,170 | $16.5M | 0.58% | −3,410−8.6% | Reduced |
| Flow Traders U.S. LLC | 35,961 | $16.4M | 0.77% | +35,961 | New |
| Prio Wealth Limited Partnership | 35,791 | $16.3M | 0.63% | −320−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 35,383 | $16.2M | 0.42% | +2,018+6.0% | Added |
| Buckingham Strategic Wealth, LLC | 34,952 | $16.0M | 0.23% | −85−0.2% | Reduced |
| IFG Advisors, LLC | 34,555 | $15.8M | 5.61% | +841+2.5% | Added |
| Massmutual Trust Co FSB | 34,466 | $15.7M | 0.58% | +1,714+5.2% | Added |
| Camden Capital, LLC | 33,502 | $15.3M | 1.81% | −70−0.2% | Reduced |
| Vestor Capital, LLC | 33,373 | $15.2M | 1.65% | −417−1.2% | Reduced |
| Bessemer Group Inc | 33,065 | $15.1M | 0.03% | −4,735−12.5% | Reduced |
| Tandem Wealth Advisors LLC | 33,053 | $15.1M | 9.22% | +928+2.9% | Added |
| GYL Financial Synergies, LLC | 32,759 | $15.0M | 1.45% | −691−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $14.6M | 0.07% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 31,822 | $14.5M | 1.43% | 00.0% | Unchanged |
| Huntington National Bank | – | $14.3M | 0.14% | – | – |
| BlackRock Inc. | 30,863 | $14.1M | 0.00% | −77,415−71.5% | Reduced |
| Curbstone Financial Management Corp | 30,722 | $14.0M | 3.47% | −500−1.6% | Reduced |
| EP Wealth Advisors, LLC | 30,158 | $13.8M | 0.21% | +23,367+344.1% | Added |
| Hancock Whitney Corp | 28,828 | $13.2M | 0.54% | −789−2.7% | Reduced |
| Lido Advisors, LLC | 28,702 | $13.1M | 0.15% | +596+2.1% | Added |
| Wellspring Financial Advisors, LLC | 28,698 | $13.1M | 3.83% | −135−0.5% | Reduced |
| Means Investment Co., Inc. | 27,896 | $12.7M | 2.09% | −6,687−19.3% | Reduced |
| Commerce Bank | 27,738 | $12.7M | 0.10% | +199+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 27,144 | $12.4M | 0.48% | −1,428−5.0% | Reduced |
| Cetera Advisor Networks LLC | 26,418 | $12.1M | 0.08% | +1,828+7.4% | Added |
| Simmons Bank | 26,324 | $12.0M | 1.07% | −410−1.5% | Reduced |
| Capital Fund Management S.A. | 26,132 | $11.9M | 0.16% | −4,400−14.4% | Reduced |
| RMB Capital Management, LLC | 25,943 | $11.8M | 0.41% | −302−1.2% | Reduced |
| MML Investors Services, LLC | 25,553 | $11.7M | 0.06% | −989−3.7% | Reduced |
| Kestra Advisory Services, LLC | 25,351 | $11.6M | 0.11% | +15,337+153.2% | Added |
| Jane Street Group, LLC | 25,301 | $11.6M | 0.02% | +4,451+21.3% | Added |
| Youngs Advisory Group, Inc. | 25,020 | $11.4M | 6.21% | +295+1.2% | Added |
| Caldwell Trust Co | 24,713 | $11.3M | 1.54% | +384+1.6% | Added |
| Estate Counselors, LLC | 24,645 | $11.3M | 1.50% | −16,900−40.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,881 | $10.9M | 0.17% | −161−0.7% | Reduced |
| MCF Advisors LLC | 23,411 | $10.7M | 0.97% | −401−1.7% | Reduced |
| Cresset Asset Management, LLC | 23,242 | $10.6M | 0.07% | +218+0.9% | Added |
| First Financial Bank - Trust Division | 23,203 | $10.6M | 1.16% | −164−0.7% | Reduced |
| Country Club Bank | 22,965 | $10.5M | 0.86% | −497−2.1% | Reduced |
| American International Group, Inc. | 23,000 | $10.5M | 0.07% | −3,000−11.5% | Reduced |
| SlateStone Wealth, LLC | 22,875 | $10.4M | 1.52% | +1,695+8.0% | Added |
| Exchange Capital Management, Inc. | 22,682 | $10.4M | 1.95% | −179−0.8% | Reduced |
| Glenmede Trust Co NA | 21,909 | $10.0M | 0.06% | +989+4.7% | Added |
| Cetera Advisors LLC | 21,497 | $9.82M | 0.15% | +871+4.2% | Added |
| FMR LLC | 21,252 | $9.70M | 0.00% | +854+4.2% | Added |
| Linscomb & Williams, Inc. | 21,129 | $9.65M | 0.56% | −3,879−15.5% | Reduced |
| Central Bank & Trust Co | 20,981 | $9.58M | 1.67% | −1,095−5.0% | Reduced |
| Brown Brothers Harriman & Co | 20,946 | $9.56M | 0.08% | −425−2.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,837 | $9.52M | 3.22% | +72+0.3% | Added |
| HSBC Holdings PLC | 20,736 | $9.48M | 0.01% | +2,180+11.7% | Added |
| Credit Suisse AG | 20,726 | $9.46M | 0.01% | +2,944+16.6% | Added |
| Cape Cod Five Cents Savings Bank | 20,626 | $9.42M | 0.51% | +10,153+96.9% | Added |
| Agf Management Ltd | 20,264 | $9.25M | 0.07% | −1,450−6.7% | Reduced |
| Evercore Wealth Management, LLC | 20,251 | $9.25M | 0.17% | −245−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 20,115 | $9.19M | 0.10% | −557−2.7% | Reduced |
| Old National Bancorp | 20,114 | $9.18M | 0.27% | −59−0.3% | Reduced |
| jvl associates llc | 20,005 | $9.14M | 4.70% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 19,734 | $9.01M | 0.98% | −311−1.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 19,479 | $8.90M | 3.60% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 19,466 | $8.89M | 1.48% | −167−0.9% | Reduced |
| Green Square Capital Advisors LLC | 19,427 | $8.87M | 1.19% | −7,072−26.7% | Reduced |
| Trifecta Capital Advisors, LLC | 19,272 | $8.80M | 2.83% | +70+0.4% | Added |
| Terry L. Blaker | 18,512 | $8.45M | 0.75% | −770−4.0% | Reduced |
| NBT Bank N A | 18,307 | $8.36M | 0.80% | +234+1.3% | Added |
| Fifth Third Securities, Inc. | 17,626 | $8.08M | 0.90% | +1,188+7.2% | Added |
| Yousif Capital Management, LLC | 17,246 | $7.88M | 0.10% | +960+5.9% | Added |
| Hummer Financial Advisory Services Inc | 16,973 | $7.78M | 7.93% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 16,930 | $7.73M | 1.25% | +336+2.0% | Added |
| Atria Wealth Solutions, Inc. | 16,748 | $7.67M | 0.11% | +1,102+7.0% | Added |
| Tiaa Trust, National Association | 16,756 | $7.65M | 0.03% | +16,756 | New |
| Boston Family Office LLC | 16,720 | $7.63M | 0.63% | −1,954−10.5% | Reduced |
| KCM Investment Advisors LLC | 16,591 | $7.58M | 0.33% | −24−0.1% | Reduced |
| Capstone Financial Advisors, Inc. | 16,318 | $7.45M | 0.59% | −137−0.8% | Reduced |
| Boston Financial Mangement LLC | 16,305 | $7.45M | 0.28% | −425−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 16,141 | $7.37M | 0.02% | −992−5.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,000 | $7.31M | 1.62% | +7,000+77.8% | Added |
| Grove Bank & Trust | 15,875 | $7.25M | 1.48% | −2,491−13.6% | Reduced |
| Peddock Capital Advisors, LLC | 15,808 | $7.22M | 2.41% | +605+4.0% | Added |
| Raymond James Trust N.A. | 15,621 | $7.13M | 0.21% | −493−3.1% | Reduced |
| Pegasus Partners Ltd. | 15,620 | $7.13M | 1.00% | −823−5.0% | Reduced |
| Howard Capital Management Inc. | 15,520 | $7.09M | 0.96% | +412+2.7% | Added |
| CWM, LLC | 15,468 | $7.06M | 0.04% | +2,809+22.2% | Added |
| Palisade Asset Management, LLC | 14,958 | $6.83M | 0.83% | −91−0.6% | Reduced |
| Dakota Wealth Management | 14,826 | $6.77M | 0.30% | −441−2.9% | Reduced |
| Telemus Capital, LLC | 14,644 | $6.69M | 0.62% | −1,327−8.3% | Reduced |
| Pacific Center for Financial Services | 14,455 | $6.60M | 2.24% | −98−0.7% | Reduced |
| Unionview, LLC | 14,454 | $6.60M | 6.24% | +373+2.6% | Added |
| GTS Securities LLC | 14,288 | $6.53M | 0.14% | +691+5.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 14,231 | $6.50M | 3.74% | +2,340+19.7% | Added |
| Legal & General Group Plc | 14,200 | $6.48M | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 14,143 | $6.46M | 5.52% | +669+5.0% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $6.36M | 2.78% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 13,773 | $6.29M | 0.76% | +36+0.3% | Added |
| Meridian Wealth Advisors, LLC | 13,705 | $6.26M | 1.56% | −38−0.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,485 | $6.18M | 4.07% | −255−1.9% | Reduced |
| Chesley Taft & Associates LLC | 13,490 | $6.16M | 0.40% | −40−0.3% | Reduced |
| Busey Wealth Management | 13,459 | $6.15M | 0.26% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 13,437 | $6.14M | 4.65% | +30+0.2% | Added |