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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 13,226 | $6.04M | 0.20% | −120−0.9% | Reduced |
| Private Advisor Group, LLC | 13,227 | $6.04M | 0.05% | +42+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 13,153 | $6.01M | 0.09% | −843−6.0% | Reduced |
| Goelzer Investment Management, Inc. | 12,945 | $5.91M | 0.42% | −204−1.6% | Reduced |
| RMR Wealth Builders | 12,880 | $5.88M | 0.94% | +488+3.9% | Added |
| Wealthspire Advisors, LLC | 12,734 | $5.82M | 0.10% | −215−1.7% | Reduced |
| Community Bank, N.A. | 12,601 | $5.75M | 0.81% | −262−2.0% | Reduced |
| Boston Private Wealth LLC | 12,504 | $5.71M | 0.13% | −5,143−29.1% | Reduced |
| Staley Capital Advisers Inc | 12,372 | $5.65M | 0.31% | −405−3.2% | Reduced |
| Franklin Resources Inc | 12,315 | $5.62M | 0.00% | −245−2.0% | Reduced |
| Csenge Advisory Group | 11,966 | $5.46M | 0.37% | +183+1.6% | Added |
| First Horizon Advisors, Inc. | 11,943 | $5.45M | 0.20% | −24−0.2% | Reduced |
| GFS Advisors, LLC | 11,928 | $5.45M | 0.85% | +7,553+172.6% | Added |
| Sand Hill Global Advisors, LLC | 11,888 | $5.43M | 0.30% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 11,660 | $5.32M | 1.49% | −113−1.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,474 | $5.24M | 0.68% | −252−2.1% | Reduced |
| Lincoln National Corp | 11,282 | $5.15M | 0.10% | −725−6.0% | Reduced |
| Diversified Portfolios, Inc. | 11,152 | $5.09M | 0.96% | −13−0.1% | Reduced |
| Journey Strategic Wealth LLC | 11,152 | $5.09M | 0.24% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 11,100 | $5.07M | 1.22% | −164−1.5% | Reduced |
| Highland Capital Management, LLC | 11,071 | $5.06M | 0.35% | +50+0.5% | Added |
| Scarborough Advisors, LLC | 11,023 | $5.03M | 1.22% | +11,023 | New |
| Latigo Investments, LLC | 10,962 | $5.01M | 3.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,774 | $4.92M | 2.46% | −161−1.5% | Reduced |
| HB Wealth Management, LLC | 10,583 | $4.83M | 0.08% | −63−0.6% | Reduced |
| AE Wealth Management LLC | 10,485 | $4.79M | 0.03% | −2,211−17.4% | Reduced |
| Bank of New Hampshire | 10,395 | $4.75M | 1.42% | −238−2.2% | Reduced |
| Flputnam Investment Management Co | 10,369 | $4.73M | 0.13% | +25+0.2% | Added |
| Associated Banc-Corp | 10,332 | $4.72M | 0.18% | −140−1.3% | Reduced |
| Gries Financial LLC | 10,319 | $4.71M | 1.27% | +24+0.2% | Added |
| Firestone Capital Management | 10,312 | $4.71M | 1.61% | +40.0% | Added |
| TKG Advisors, LLC | 10,254 | $4.68M | 3.12% | +145+1.4% | Added |
| Bridgeworth, LLC | 10,213 | $4.66M | 0.52% | −53−0.5% | Reduced |
| Bokf, NA | 10,758 | $4.65M | 0.10% | +42+0.4% | Added |
| Mayflower Financial Advisors, LLC | 10,149 | $4.63M | 0.69% | −49−0.5% | Reduced |
| Callan Family Office, LLC | 10,128 | $4.62M | 1.23% | +30+0.3% | Added |
| Savant Capital, LLC | 10,111 | $4.62M | 0.07% | −255−2.5% | Reduced |
| Central Trust Co | 10,081 | $4.60M | 0.13% | −197−1.9% | Reduced |
| Lodestar Private Asset Management LLC | 10,069 | $4.60M | 0.79% | −219−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 10,045 | $4.59M | 0.18% | −4,000−28.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,040 | $4.58M | 0.06% | +438+4.6% | Added |
| RBF Capital, LLC | 10,000 | $4.57M | 0.30% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,931 | $4.53M | 0.33% | −22−0.2% | Reduced |
| Raffa Wealth Management, LLC | 9,834 | $4.49M | 1.53% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,752 | $4.47M | 0.48% | −14−0.1% | Reduced |
| Motco | 9,714 | $4.44M | 0.30% | −241−2.4% | Reduced |
| Qube Research & Technologies Ltd | 9,626 | $4.40M | 0.01% | +9,626 | New |
| Financial Engines Advisors L.L.C. | 9,585 | $4.39M | 0.01% | −1,626−14.5% | Reduced |
| Balboa Wealth Partners | 9,475 | $4.33M | 1.62% | +72+0.8% | Added |
| Prospera Financial Services Inc | 9,462 | $4.32M | 0.17% | −10,137−51.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $4.31M | 0.04% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 9,176 | $4.19M | 2.24% | +34+0.4% | Added |
| Modera Wealth Management, LLC | 9,165 | $4.19M | 0.08% | −293−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,980 | $4.10M | 0.03% | −48−0.5% | Reduced |
| Newport Capital Group, LLC | 8,945 | $4.08M | 3.80% | −227−2.5% | Reduced |
| Intrepid Financial Planning Group LLC | 8,874 | $4.05M | 2.10% | −615−6.5% | Reduced |
| KMG Fiduciary Partners, LLC | 8,841 | $4.04M | 0.53% | −223−2.5% | Reduced |
| Granite FO LLC | 8,798 | $4.02M | 2.82% | +314+3.7% | Added |
| Mercer Global Advisors Inc | 8,792 | $4.01M | 0.02% | −1,165−11.7% | Reduced |
| Court Place Advisors, LLC | 8,782 | $4.01M | 1.42% | +331+3.9% | Added |
| RVW Wealth, LLC | 8,736 | $3.99M | 0.48% | −178−2.0% | Reduced |
| Allworth Financial LP | 8,698 | $3.97M | 0.03% | −36−0.4% | Reduced |
| Haverford Trust Co | 8,641 | $3.95M | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,570 | $3.91M | 0.08% | −250−2.8% | Reduced |
| G&S Capital LLC | 8,559 | $3.91M | 1.99% | −43−0.5% | Reduced |
| Two Sigma Securities, LLC | 8,546 | $3.90M | 0.18% | +8,546 | New |
| Cetera Investment Advisers | 8,496 | $3.88M | 0.03% | −709−7.7% | Reduced |
| AMG National Trust Bank | 8,351 | $3.81M | 0.13% | −50−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,280 | $3.78M | 0.13% | −128−1.5% | Reduced |
| Keybank National Association | 8,242 | $3.76M | 0.02% | −182−2.2% | Reduced |
| Barrett & Company, Inc. | 8,235 | $3.76M | 2.21% | +115+1.4% | Added |
| Salomon & Ludwin, LLC | 8,150 | $3.72M | 0.39% | −392−4.6% | Reduced |
| CMG Global Holdings, LLC | 8,131 | $3.71M | 3.17% | +89+1.1% | Added |
| Highview Capital Management LLC | 8,118 | $3.71M | 2.12% | −234−2.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,099 | $3.70M | 1.74% | +57+0.7% | Added |
| Evensky & Katz LLC | 8,061 | $3.68M | 0.31% | −404−4.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,013 | $3.66M | 0.52% | −1,037−11.5% | Reduced |
| Victory Capital Management Inc | 7,880 | $3.60M | 0.00% | −12,550−61.4% | Reduced |
| Segment Wealth Management, LLC | 7,871 | $3.59M | 0.37% | −402−4.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,850 | $3.58M | 0.26% | −98−1.2% | Reduced |
| Chilton Investment Co LLC | 7,773 | $3.55M | 0.11% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,711 | $3.52M | 2.32% | −7−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,706 | $3.52M | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 7,650 | $3.49M | 3.33% | +160+2.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,643 | $3.49M | 2.24% | +20.0% | Added |
| Bank of Nova Scotia | 7,626 | $3.48M | 0.01% | −2,510−24.8% | Reduced |
| Renaissance Investment Group LLC | 7,571 | $3.46M | 0.96% | −145−1.9% | Reduced |
| Select Equity Group, L.P. | 7,547 | $3.45M | 0.01% | +2,175+40.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $3.42M | 1.83% | −208,825−96.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,406 | $3.38M | 0.13% | −65−0.9% | Reduced |
| Bay Rivers Group | 7,403 | $3.38M | 2.60% | +44+0.6% | Added |
| Davis R M Inc | 7,383 | $3.37M | 0.08% | −385−5.0% | Reduced |
| Wetherby Asset Management Inc | 7,264 | $3.32M | 0.19% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 7,217 | $3.31M | 0.67% | −255−3.4% | Reduced |
| Harbour Investments, Inc. | 7,147 | $3.26M | 0.16% | −149−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 7,133 | $3.26M | 0.07% | −284−3.8% | Reduced |
| Union Savings Bank | 7,078 | $3.23M | 2.01% | −6−0.1% | Reduced |
| Leavell Investment Management, Inc. | 7,032 | $3.22M | 0.23% | −4−0.1% | Reduced |
| Midwest Financial Group LLC | 7,038 | $3.21M | 2.72% | +271+4.0% | Added |
| Gould Asset Management LLC | 7,021 | $3.21M | 0.91% | −65−0.9% | Reduced |