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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 2,597 | $1.19M | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,583 | $1.18M | 0.10% | −34−1.3% | Reduced |
| Independent Financial Group, LLC | 2,541 | $1.16M | 0.08% | +685+36.9% | Added |
| Moody Lynn & Lieberson, LLC | 2,519 | $1.15M | 0.10% | −26−1.0% | Reduced |
| GWM Advisors LLC | 2,483 | $1.13M | 0.01% | −67−2.6% | Reduced |
| SOL Capital Management CO | 2,475 | $1.13M | 0.18% | −65−2.6% | Reduced |
| White Pine Capital LLC | 2,474 | $1.13M | 0.45% | +96+4.0% | Added |
| CX Institutional | 2,472 | $1.13M | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,461 | $1.12M | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,459 | $1.12M | 0.26% | −33−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,445 | $1.12M | 0.06% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,438 | $1.11M | 0.04% | +157+6.9% | Added |
| CIC Wealth, LLC | 2,436 | $1.11M | 0.40% | −31−1.3% | Reduced |
| Lyell Wealth Management, LP | 2,435 | $1.11M | 0.15% | −5−0.2% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.10M | 0.14% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,395 | $1.09M | 0.04% | +203+9.3% | Added |
| Nixon Peabody Trust Co | 2,386 | $1.09M | 0.91% | −252−9.6% | Reduced |
| TruWealth Advisors, LLC | 2,384 | $1.09M | 0.09% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,354 | $1.07M | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,353 | $1.07M | 0.05% | −37−1.5% | Reduced |
| Wealth Advisory Solutions, LLC | 2,228 | $1.07M | 0.21% | +2,228 | New |
| Becker Capital Management Inc | 2,334 | $1.07M | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,328 | $1.06M | 0.04% | +2,328 | New |
| Howe & Rusling Inc | 2,319 | $1.06M | 0.12% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,303 | $1.05M | 0.13% | +88+4.0% | Added |
| White Pine Investment CO | 2,298 | $1.05M | 0.37% | +249+12.2% | Added |
| InTrack Investment Management Inc | 2,282 | $1.04M | 0.92% | +461+25.3% | Added |
| Osborne Partners Capital Management, LLC | 2,272 | $1.04M | 0.08% | −100−4.2% | Reduced |
| Choate Investment Advisors | 2,265 | $1.03M | 0.04% | +347+18.1% | Added |
| 9258 Wealth Management, LLC | 2,251 | $1.03M | 0.20% | −3−0.1% | Reduced |
| Zhang Financial LLC | 2,244 | $1.02M | 0.10% | +14+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,234 | $1.02M | 0.09% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,218 | $1.02M | 0.07% | +1,378+164.0% | Added |
| RSM US Wealth Management LLC | 2,219 | $1.01M | 0.04% | −45−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 2,206 | $1.01M | 0.34% | −145−6.2% | Reduced |
| Braun Stacey Associates Inc | 2,202 | $1.00M | 0.05% | +20+0.9% | Added |
| Wedbush Securities Inc | 2,180 | $996.0K | 0.05% | −12−0.5% | Reduced |
| Warner Financial, Inc | 2,161 | $987.0K | 0.66% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,220 | $984.4K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 2,152 | $982.7K | 0.02% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,140 | $977.2K | 0.50% | 00.0% | Unchanged |
| United Bank | 2,128 | $971.7K | 0.13% | −967−31.2% | Reduced |
| Ameritas Advisory Services, LLC | 2,158 | $969.2K | 0.05% | +11+0.5% | Added |
| Wexford Capital LP | 2,120 | $968.1K | 0.22% | −17,105−89.0% | Reduced |
| Beacon Financial Advisory LLC | 2,105 | $961.4K | 0.53% | +4+0.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,090 | $954.4K | 0.50% | +149+7.7% | Added |
| NCM Capital Management, LLC | 2,088 | $953.5K | 0.68% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,085 | $952.1K | 0.09% | +376+22.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,075 | $947.5K | 0.12% | +7+0.3% | Added |
| InterOcean Capital Group, LLC | 2,075 | $947.5K | 0.03% | +547+35.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $946.2K | 0.28% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,055 | $938.4K | 0.60% | −1,843−47.3% | Reduced |
| Glassman Wealth Services | 2,049 | $935.7K | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,042 | $933.0K | 0.15% | +66+3.3% | Added |
| Viawealth, LLC | 2,041 | $932.0K | 0.68% | −152−6.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,033 | $928.3K | 0.01% | +2,033 | New |
| STAR Financial Bank | 2,032 | $927.9K | 0.95% | −104−4.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,032 | $927.9K | 0.10% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,028 | $926.1K | 0.09% | +2,028 | New |
| Rockland Trust Co | 1,995 | $911.0K | 0.05% | −25−1.2% | Reduced |
| Pacific Financial Group Inc | 1,992 | $909.6K | 0.59% | +60+3.1% | Added |
| Essex Financial Services, Inc. | 1,989 | $908.3K | 0.11% | +52+2.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,979 | $903.7K | 0.04% | −33−1.6% | Reduced |
| Bill Few Associates, Inc. | 1,970 | $899.6K | 0.47% | +24+1.2% | Added |
| Frisch Financial Group, Inc. | 1,966 | $898.0K | 0.36% | −98−4.7% | Reduced |
| ZRC Wealth Management, LLC | 1,945 | $888.3K | 0.77% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $883.5K | 0.43% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,930 | $881.4K | 0.07% | +23+1.2% | Added |
| Evanson Asset Management, LLC | 1,926 | $879.4K | 0.08% | +3+0.2% | Added |
| Maltin Wealth Management, Inc. | 1,923 | $878.3K | 0.61% | +4+0.2% | Added |
| Frank, Rimerman Advisors LLC | 1,914 | $874.0K | 0.21% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,913 | $873.7K | 0.29% | −18−0.9% | Reduced |
| Tompkins Financial Corp | 1,904 | $869.4K | 0.14% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,815 | $869.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $861.7K | 0.56% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,877 | $860.0K | 0.05% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,874 | $855.7K | 0.36% | −4−0.2% | Reduced |
| First Western Trust Bank | 1,872 | $854.8K | 0.05% | −319−14.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,864 | $853.4K | 0.08% | +1+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 1,857 | $848.0K | 0.42% | +55+3.1% | Added |
| Stratos Wealth Advisors, LLC | 1,843 | $841.6K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,826 | $833.8K | 0.07% | −2−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,817 | $825.3K | 0.21% | +1+0.1% | Added |
| Blue Fin Capital, Inc. | 1,794 | $819.2K | 0.24% | +701+64.1% | Added |
| Parsons Capital Management Inc | 1,781 | $813.3K | 0.06% | +125+7.5% | Added |
| Baldwin Brothers Inc | 1,777 | $811.4K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 1,775 | $810.5K | 0.36% | −15−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 1,770 | $808.2K | 0.04% | +2+0.1% | Added |
| Journey Advisory Group, LLC | 1,752 | $800.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,744 | $796.4K | 0.04% | −13−0.7% | Reduced |
| Lynch & Associates | 1,740 | $794.6K | 0.21% | −188−9.8% | Reduced |
| Peak Planning Group, LLC | 1,731 | $790.5K | 0.62% | +27+1.6% | Added |
| BKD Wealth Advisors, LLC | 1,727 | $788.6K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,708 | $779.9K | 0.03% | +69+4.2% | Added |
| Moors & Cabot, Inc. | 1,700 | $776.3K | 0.05% | −110−6.1% | Reduced |
| M. Kraus & Co | 1,700 | $776.3K | 0.28% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,688 | $770.9K | 0.07% | +10+0.6% | Added |
| Peterson Wealth Management | 1,684 | $769.0K | 0.63% | +567+50.8% | Added |
| Omega Financial Group, LLC | 1,672 | $763.6K | 0.37% | −288−14.7% | Reduced |
| Legacy Private Trust Co. | 1,666 | $760.8K | 0.07% | −43−2.5% | Reduced |