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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 7,003 | $3.20M | 0.12% | +6,233+809.5% | Added |
| Veracity Capital LLC | 6,907 | $3.15M | 1.47% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,903 | $3.15M | 0.06% | −50−0.7% | Reduced |
| Paladin Advisory Group, LLC | 6,759 | $3.09M | 2.60% | −82−1.2% | Reduced |
| Bailard, Inc. | 6,718 | $3.07M | 0.10% | −35−0.5% | Reduced |
| Fifth Third Bancorp | 6,712 | $3.06M | 0.01% | −4,317−39.1% | Reduced |
| Ballentine Partners, LLC | 6,688 | $3.05M | 0.07% | +10.0% | Added |
| Summit Wealth Partners, LLC | 6,594 | $3.01M | 0.77% | −99−1.5% | Reduced |
| Fiduciary Trust Co | 6,582 | $3.01M | 0.05% | +517+8.5% | Added |
| Stephenson National Bank & Trust | 6,577 | $3.00M | 1.68% | −33−0.5% | Reduced |
| North Star Investment Management Corp. | 6,536 | $2.98M | 0.25% | +4,103+168.6% | Added |
| Glen Eagle Advisors, LLC | 6,534 | $2.98M | 0.69% | −106−1.6% | Reduced |
| Perigon Wealth Management, LLC | 6,482 | $2.96M | 0.12% | +333+5.4% | Added |
| Relative Value Partners Group, LLC | 6,467 | $2.95M | 0.20% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 6,400 | $2.92M | 0.09% | −27,100−80.9% | Reduced |
| Apollon Wealth Management, LLC | 6,357 | $2.90M | 0.15% | +299+4.9% | Added |
| J.W. Cole Advisors, Inc. | 6,343 | $2.90M | 0.21% | +1,416+28.7% | Added |
| Bristlecone Advisors, LLC | 6,320 | $2.89M | 0.32% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $2.88M | 0.48% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $2.88M | 0.25% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,295 | $2.87M | 2.59% | −86−1.3% | Reduced |
| Synovus Financial Corp | 6,205 | $2.83M | 0.03% | −2,553−29.2% | Reduced |
| Rhumbline Advisers | 6,200 | $2.83M | 0.00% | −6,740−52.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,588 | $2.82M | 1.32% | +405+6.6% | Added |
| Wealthcare Advisory Partners LLC | 5,966 | $2.72M | 0.13% | −152−2.5% | Reduced |
| Equitable Holdings, Inc. | 5,902 | $2.70M | 0.04% | +229+4.0% | Added |
| Pegasus Asset Management, Inc. | 5,850 | $2.67M | 1.24% | −25−0.4% | Reduced |
| Whalerock Point Partners, LLC | 5,849 | $2.67M | 0.93% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,848 | $2.67M | 0.42% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 5,828 | $2.66M | 2.52% | −1,646−22.0% | Reduced |
| Renaissance Technologies LLC | 5,800 | $2.65M | 0.00% | +5,800 | New |
| Trexquant Investment LP | 5,787 | $2.64M | 0.07% | +5,787 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,774 | $2.64M | 0.21% | −354−5.8% | Reduced |
| Silvercrest Asset Management Group LLC | 5,716 | $2.61M | 0.02% | −7−0.1% | Reduced |
| Naples Global Advisors, LLC | 5,695 | $2.61M | 0.32% | −307−5.1% | Reduced |
| TownSquare Capital, LLC | 5,616 | $2.56M | 0.05% | +4,139+280.2% | Added |
| Regents of the University of California | 5,600 | $2.56M | 0.33% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 5,585 | $2.55M | 1.46% | −94−1.7% | Reduced |
| IFG Advisory, LLC | 5,566 | $2.54M | 0.21% | −115−2.0% | Reduced |
| Matrix Asset Advisors Inc | 5,515 | $2.52M | 0.36% | −115−2.0% | Reduced |
| Northstar Asset Management LLC | 5,500 | $2.51M | 0.72% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,575 | $2.48M | 0.03% | −123−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,358 | $2.45M | 0.33% | +1,344+33.5% | Added |
| JMG Financial Group, Ltd. | 5,341 | $2.44M | 0.12% | +656+14.0% | Added |
| Joel Isaacson & Co., LLC | 5,330 | $2.43M | 0.17% | +263+5.2% | Added |
| Larson Financial Group LLC | 5,301 | $2.42M | 0.24% | −713−11.9% | Reduced |
| Madison Asset Management, LLC | 5,246 | $2.40M | 0.04% | −1,022−16.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,246 | $2.40M | 0.84% | −96−1.8% | Reduced |
| Shoker Investment Counsel, Inc. | 5,234 | $2.39M | 1.04% | −59−1.1% | Reduced |
| Argent Trust Co | 5,172 | $2.36M | 0.13% | −14−0.3% | Reduced |
| Meridian Wealth Management, LLC | 5,144 | $2.35M | 0.14% | −806−13.5% | Reduced |
| Global Retirement Partners, LLC | 5,212 | $2.32M | 0.12% | −19−0.4% | Reduced |
| National Asset Management, Inc. | 5,024 | $2.30M | 0.06% | −522−9.4% | Reduced |
| Gilman Hill Asset Management, LLC | 5,031 | $2.30M | 0.45% | +63+1.3% | Added |
| Private Trust Co NA | 5,016 | $2.29M | 0.30% | −305−5.7% | Reduced |
| Connecticut Wealth Management, LLC | 4,996 | $2.28M | 0.16% | +496+11.0% | Added |
| Merit Financial Group, LLC | 4,980 | $2.27M | 0.07% | −1,304−20.8% | Reduced |
| Winthrop Advisory Group LLC | 4,945 | $2.27M | 0.37% | −49−1.0% | Reduced |
| Vanguard Group Inc | 4,937 | $2.25M | 0.00% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 4,898 | $2.24M | 2.57% | −1,070−17.9% | Reduced |
| Greenleaf Trust | 4,888 | $2.23M | 0.03% | +98+2.0% | Added |
| Breakwater Capital Group | 5,123 | $2.23M | 0.77% | +2,073+68.0% | Added |
| Courier Capital LLC | 4,857 | $2.22M | 0.18% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,831 | $2.21M | 0.49% | +14+0.3% | Added |
| Adviser Investments LLC | 4,781 | $2.18M | 0.05% | +58+1.2% | Added |
| Spinnaker Trust | 4,766 | $2.18M | 0.16% | −156−3.2% | Reduced |
| Baron Financial Group, LLC | 4,752 | $2.17M | 1.41% | −129−2.6% | Reduced |
| New England Private Wealth Advisors LLC | 4,720 | $2.16M | 0.45% | +20.0% | Added |
| All Terrain Financial Advisors, LLC | 4,699 | $2.15M | 1.09% | −6,956−59.7% | Reduced |
| Delta Financial Group, Inc. | 4,626 | $2.11M | 0.73% | +355+8.3% | Added |
| Hoylecohen, LLC | 4,581 | $2.09M | 0.19% | −261−5.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,568 | $2.09M | 1.18% | +4,568 | New |
| West Paces Advisors Inc. | 4,562 | $2.08M | 0.65% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,486 | $2.06M | 0.15% | +42+0.9% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.05M | 0.65% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,499 | $2.05M | 0.11% | +118+2.7% | Added |
| Davidson Trust Co | 4,495 | $2.05M | 1.52% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,489 | $2.05M | 1.23% | −85−1.9% | Reduced |
| Woodstock Corp | 4,487 | $2.05M | 0.26% | +385+9.4% | Added |
| Coastline Trust Co | 4,470 | $2.04M | 0.30% | −872−16.3% | Reduced |
| Diversified Trust Co | 4,459 | $2.04M | 0.08% | −328−6.9% | Reduced |
| Element Wealth, LLC | 4,417 | $2.02M | 1.46% | +261+6.3% | Added |
| Lloyd Advisory Services, LLC. | 4,377 | $2.00M | 0.66% | +4,377 | New |
| Norden Group LLC | 4,377 | $2.00M | 0.66% | +4,377 | New |
| Buckingham Strategic Partners | 4,363 | $1.99M | 0.10% | +103+2.4% | Added |
| Harbor Advisory Corp | 4,295 | $1.96M | 0.71% | −223−4.9% | Reduced |
| Keeley-Teton Advisors, LLC | 4,289 | $1.96M | 0.27% | +174+4.2% | Added |
| Venturi Wealth Management, LLC | 4,247 | $1.94M | 0.15% | +4,247 | New |
| Salem Investment Counselors Inc | 4,197 | $1.92M | 0.07% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 4,208 | $1.92M | 1.35% | −177−4.0% | Reduced |
| Advisory Services Network, LLC | 4,196 | $1.92M | 0.05% | +341+8.8% | Added |
| Johnson Financial Group, Inc. | 4,185 | $1.91M | 0.13% | −316−7.0% | Reduced |
| Wade G W & Inc | 4,179 | $1.91M | 0.07% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 4,158 | $1.90M | 0.72% | +4,158 | New |
| Transatlantique Private Wealth LLC | 4,155 | $1.90M | 1.02% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $1.90M | 0.63% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,109 | $1.88M | 0.50% | 00.0% | Unchanged |
| Umb Bank N A | 4,085 | $1.87M | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,085 | $1.87M | 0.04% | −72−1.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,993 | $1.82M | 0.42% | +10+0.3% | Added |