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 |
|---|---|---|---|---|---|
| Graypoint LLC | 3,990 | $1.82M | 0.17% | +45+1.1% | Added |
| TD Waterhouse Canada Inc. | 3,892 | $1.82M | 0.02% | −575−12.9% | Reduced |
| Paulson Wealth Management Inc. | 3,971 | $1.81M | 0.63% | +428+12.1% | Added |
| Soltis Investment Advisors LLC | 3,958 | $1.81M | 0.23% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,949 | $1.80M | 0.08% | −135−3.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,934 | $1.80M | 0.60% | −630−13.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,921 | $1.79M | 1.66% | −475−10.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,872 | $1.77M | 0.01% | +3,872 | New |
| First Citizens Bank & Trust Co | 3,867 | $1.77M | 0.03% | −16−0.4% | Reduced |
| Intelligent Financial Strategies | 3,851 | $1.76M | 1.31% | +4+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,863 | $1.76M | 0.63% | −15−0.4% | Reduced |
| Putnam Investments LLC | 3,861 | $1.76M | 0.00% | −9,311−70.7% | Reduced |
| WealthBridge Capital Management, LLC | 3,861 | $1.76M | 0.73% | +121+3.2% | Added |
| CAPROCK Group, Inc. | 3,821 | $1.75M | 0.13% | 00.0% | Unchanged |
| Jordan Park Group LLC | 3,810 | $1.74M | 0.13% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3,809 | $1.74M | 0.92% | +117+3.2% | Added |
| Northwest Bancshares, Inc. | 3,767 | $1.72M | 0.33% | −37−1.0% | Reduced |
| Signature Securities Group Corporation | 3,754 | $1.72M | 0.65% | −24−0.6% | Reduced |
| Old Second National Bank of Aurora | 3,745 | $1.71M | 0.52% | −22−0.6% | Reduced |
| Texas Permanent School Fund | 3,737 | $1.71M | 0.02% | −7,705−67.3% | Reduced |
| Clientfirst Wealth Management, LLC | 3,789 | $1.70M | 2.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,707 | $1.69M | 0.06% | +344+10.2% | Added |
| Crescent Sterling, Ltd. | 3,662 | $1.67M | 1.77% | −101−2.7% | Reduced |
| Investment Advisory Group, LLC | 3,660 | $1.67M | 0.87% | −10.0% | Reduced |
| Quantum Private Wealth, LLC | 3,655 | $1.67M | 0.80% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,609 | $1.65M | 0.09% | −45−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 3,616 | $1.65M | 0.21% | −15−0.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,602 | $1.64M | 0.56% | −10−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,598 | $1.64M | 0.07% | +3,127+663.9% | Added |
| Kingfisher Capital LLC | 3,558 | $1.63M | 0.44% | +8+0.2% | Added |
| TSFG, LLC | 3,549 | $1.62M | 0.58% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,544 | $1.62M | 0.29% | +495+16.2% | Added |
| Freestone Capital Holdings, LLC | 3,530 | $1.61M | 0.09% | −23−0.6% | Reduced |
| Compass Wealth Management LLC | 3,521 | $1.61M | 0.50% | −261−6.9% | Reduced |
| GenTrust, LLC | 3,503 | $1.61M | 0.11% | −3,722−51.5% | Reduced |
| Darrow Company, Inc. | 3,517 | $1.61M | 1.41% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,456 | $1.58M | 0.17% | +405+13.3% | Added |
| PFG Advisors | 3,442 | $1.57M | 0.14% | +147+4.5% | Added |
| Connectus Wealth, LLC | 3,434 | $1.57M | 0.03% | +741+27.5% | Added |
| Sunflower Bank, N.A. | 3,420 | $1.56M | 0.38% | −101−2.9% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.56M | 0.21% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,412 | $1.56M | 1.45% | −44−1.3% | Reduced |
| Paragon Capital Management Ltd | 3,400 | $1.55M | 0.35% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,394 | $1.55M | 0.83% | −2−0.1% | Reduced |
| Lindbrook Capital, LLC | 3,393 | $1.55M | 0.17% | −100−2.9% | Reduced |
| Wesbanco Bank Inc | 3,387 | $1.55M | 0.07% | −283−7.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,384 | $1.55M | 0.37% | −57−1.7% | Reduced |
| Meridian Investment Counsel Inc. | 3,380 | $1.54M | 0.58% | −20−0.6% | Reduced |
| Capital Planning Advisors, LLC | 3,375 | $1.54M | 0.32% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 3,345 | $1.53M | 0.35% | +2,379+246.3% | Added |
| Oxford Financial Group Ltd | 3,319 | $1.52M | 0.13% | −435−11.6% | Reduced |
| Nwam LLC | 3,308 | $1.51M | 0.15% | −180−5.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,267 | $1.49M | 0.12% | −65−2.0% | Reduced |
| GEM Asset Management, LLC | 3,253 | $1.49M | 1.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,220 | $1.47M | 0.43% | −17−0.5% | Reduced |
| Regions Financial Corp | 3,190 | $1.46M | 0.01% | −89−2.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,187 | $1.46M | 0.15% | −446−12.3% | Reduced |
| Summit Trail Advisors, LLC | 3,172 | $1.45M | 0.05% | −2−0.1% | Reduced |
| International Assets Investment Management, LLC | 3,196 | $1.45M | 0.20% | +125+4.1% | Added |
| Wunderlich Capital Managemnt | 3,151 | $1.44M | 0.71% | +140+4.6% | Added |
| Mathes Company, Inc. | 3,150 | $1.44M | 0.67% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,132 | $1.43M | 0.87% | −2,453−43.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,110 | $1.42M | 0.91% | −101−3.1% | Reduced |
| Founders Financial Securities LLC | 3,086 | $1.41M | 0.18% | −63−2.0% | Reduced |
| L.M. Kohn & Company | 3,082 | $1.41M | 0.51% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,071 | $1.40M | 0.07% | −5−0.2% | Reduced |
| GM Advisory Group, Inc. | 3,037 | $1.39M | 0.11% | −144−4.5% | Reduced |
| Horizon Investments, LLC | 3,024 | $1.38M | 0.04% | −63−2.0% | Reduced |
| Neuberger Berman Group LLC | 3,020 | $1.38M | 0.00% | +264+9.6% | Added |
| Avantax Planning Partners, Inc. | 3,019 | $1.38M | 0.06% | +34+1.1% | Added |
| Kestra Private Wealth Services, LLC | 2,992 | $1.37M | 0.04% | +1,581+112.0% | Added |
| Private Asset Management Inc | 2,966 | $1.35M | 0.32% | −330−10.0% | Reduced |
| XML Financial, LLC | 2,959 | $1.35M | 0.16% | −684−18.8% | Reduced |
| Manchester Capital Management LLC | 2,928 | $1.34M | 0.20% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,920 | $1.33M | 0.06% | +65+2.3% | Added |
| Coyle Financial Counsel LLC | 2,915 | $1.33M | 0.56% | +6+0.2% | Added |
| SOA Wealth Advisors, LLC. | 2,887 | $1.32M | 0.33% | −157−5.2% | Reduced |
| Providence First Trust Co | 2,881 | $1.32M | 0.73% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,867 | $1.31M | 0.08% | −253−8.1% | Reduced |
| Tiedemann Advisors, LLC | 2,849 | $1.31M | 0.06% | 00.0% | Unchanged |
| Colony Group LLC | 2,849 | $1.30M | 0.02% | +53+1.9% | Added |
| Spire Wealth Management | 2,848 | $1.30M | 0.05% | −582−17.0% | Reduced |
| Advus Financial Partners, LLC | 2,810 | $1.29M | 0.69% | −24−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 2,815 | $1.29M | 0.00% | +2,815 | New |
| Stratos Wealth Partners, LTD. | 2,813 | $1.28M | 0.03% | +60+2.2% | Added |
| Old Mission Capital LLC | 2,800 | $1.28M | 0.04% | +2,800 | New |
| Hardy Reed LLC | 2,799 | $1.28M | 0.23% | +24+0.9% | Added |
| Bremer Bank National Association | 2,744 | $1.25M | 0.25% | −281−9.3% | Reduced |
| Patriot Investment Management Inc. | 2,743 | $1.25M | 0.11% | −45−1.6% | Reduced |
| NorthRock Partners, LLC | 2,734 | $1.25M | 0.13% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,716 | $1.24M | 0.05% | +2,716 | New |
| Deutsche Bank AG | 2,695 | $1.23M | 0.00% | +24+0.9% | Added |
| Change Path, LLC | 2,686 | $1.23M | 0.09% | −357−11.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,680 | $1.22M | 0.12% | +52+2.0% | Added |
| Watershed Private Wealth LLC | 2,673 | $1.22M | 0.75% | −17−0.6% | Reduced |
| Scotia Capital Inc. | 2,661 | $1.22M | 0.01% | +345+14.9% | Added |
| Atria Investments LLC | 2,644 | $1.21M | 0.02% | +2,644 | New |
| High Falls Advisors, Inc | 2,637 | $1.20M | 0.36% | −100−3.7% | Reduced |
| Sigma Planning Corp | 2,603 | $1.19M | 0.04% | −2,910−52.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,600 | $1.19M | 0.16% | 00.0% | Unchanged |