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 |
|---|---|---|---|---|---|
| Sawgrass Asset Management LLC | 1,655 | $755.7K | 0.09% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,652 | $754.3K | 0.02% | +119+7.8% | Added |
| Carolinas Wealth Consulting LLC | 1,737 | $751.1K | 0.19% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 1,642 | $749.8K | 0.08% | +173+11.8% | Added |
| Petix & Botte Co | 1,640 | $748.9K | 0.24% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,639 | $748.4K | 0.03% | −9−0.5% | Reduced |
| Vista Wealth Management Group, LLC | 1,634 | $746.1K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,624 | $741.7K | 0.02% | +56+3.6% | Added |
| Gator Capital Management, LLC | 1,607 | $733.8K | 0.52% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,606 | $733.5K | 0.08% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,603 | $731.9K | 0.63% | +1+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,599 | $730.3K | 0.07% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,593 | $727.2K | 0.25% | +250+18.6% | Added |
| Cornerstone Wealth Management, LLC | 1,584 | $723.9K | 0.07% | −1−0.1% | Reduced |
| American Money Management, LLC | 1,584 | $723.3K | 0.18% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,580 | $721.5K | 0.78% | +717+83.1% | Added |
| Maven Securities LTD | 1,579 | $721.0K | 0.08% | +1,579 | New |
| RTD Financial Advisors, Inc. | 1,570 | $717.0K | 0.11% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,567 | $715.6K | 0.89% | +1,567 | New |
| Crestwood Advisors Group LLC | 1,565 | $714.6K | 0.02% | −585−27.2% | Reduced |
| Daymark Wealth Partners, LLC | 1,560 | $712.4K | 0.05% | 00.0% | Unchanged |
| Triumph Capital Management | 1,552 | $708.8K | 0.32% | +734+89.7% | Added |
| First Business Financial Services, Inc. | 1,551 | $708.2K | 0.09% | −82−5.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,546 | $706.0K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,545 | $705.5K | 0.27% | 00.0% | Unchanged |
| Sabal Trust CO | 1,536 | $701.4K | 0.05% | +1,077+234.6% | Added |
| Vista Investment Management | 1,527 | $697.3K | 0.37% | −16−1.0% | Reduced |
| Bank of Stockton | 1,618 | $697.0K | 0.26% | −410−20.2% | Reduced |
| Bank of Hawaii | 1,510 | $689.5K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,505 | $687.2K | 0.09% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $685.9K | 0.32% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,500 | $685.0K | 0.05% | +1,500 | New |
| CIBC World Markets Inc. | 1,475 | $674.0K | 0.00% | −410−21.8% | Reduced |
| Old North State Trust, LLC | 1,474 | $673.0K | 0.52% | −145−9.0% | Reduced |
| Evoke Wealth, LLC | 1,452 | $665.1K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,452 | $663.2K | 0.03% | −42−2.8% | Reduced |
| Flynn Zito Capital Management, LLC | 1,445 | $659.9K | 0.46% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,437 | $656.2K | 0.43% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,434 | $654.8K | 0.12% | −149−9.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,427 | $651.6K | 0.06% | +1,427 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $648.5K | 0.16% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,417 | $647.1K | 0.12% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,403 | $640.7K | 0.19% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $639.3K | 0.63% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,399 | $638.8K | 0.42% | −63−4.3% | Reduced |
| Holistic Financial Partners | 1,391 | $635.1K | 0.42% | −208−13.0% | Reduced |
| Leisure Capital Management | 1,390 | $634.7K | 0.36% | −6−0.4% | Reduced |
| Grimes & Company, Inc. | 1,389 | $634.3K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,387 | $633.2K | 0.11% | +690+99.0% | Added |
| Sebold Capital Management, Inc. | 1,381 | $630.6K | 0.51% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $630.2K | 0.23% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,369 | $625.1K | 0.71% | 00.0% | Unchanged |
| Park National Corp | 1,367 | $624.2K | 0.03% | −22−1.6% | Reduced |
| Round Rock Advisors, LLC | 1,358 | $620.1K | 0.24% | +2+0.1% | Added |
| River Wealth Advisors LLC | 1,357 | $619.7K | 0.11% | −213−13.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,347 | $617.2K | 0.21% | +1+0.1% | Added |
| Acorn Wealth Advisors, LLC | 1,349 | $616.1K | 0.41% | −156−10.4% | Reduced |
| Thrivent Financial for Lutherans | 1,338 | $611.0K | 0.00% | +916+217.1% | Added |
| Sequoia Financial Advisors, LLC | 1,326 | $605.5K | 0.01% | −62−4.5% | Reduced |
| Neumann Capital Management, LLC | 1,320 | $602.8K | 0.26% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,318 | $601.7K | 0.00% | +261+24.7% | Added |
| Ellerson Group Inc | 1,312 | $599.1K | 0.56% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,304 | $595.0K | 0.05% | +131+11.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,299 | $594.0K | 0.07% | −35−2.6% | Reduced |
| Sanders Morris Harris LLC | 1,300 | $593.6K | 0.12% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,298 | $592.9K | 0.68% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,286 | $587.2K | 0.07% | −11−0.8% | Reduced |
| Aspen Investment Management Inc | 1,283 | $585.0K | 0.35% | +820+177.1% | Added |
| Stephens Inc | 1,278 | $583.7K | 0.01% | −1,180−48.0% | Reduced |
| GSB Wealth Management, LLC | 1,275 | $582.2K | 0.19% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,274 | $581.8K | 0.50% | +4+0.3% | Added |
| McIlrath & Eck, LLC | 1,262 | $576.3K | 0.12% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,250 | $571.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,248 | $570.0K | 0.15% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,247 | $569.4K | 0.02% | −144−10.4% | Reduced |
| Fortress Wealth Group, LLC | 1,283 | $568.8K | 0.38% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,241 | $567.0K | 0.25% | +13+1.1% | Added |
| Jackson Wealth Management, LLC | 1,231 | $562.0K | 0.08% | +1,231 | New |
| L & S Advisors Inc | 1,227 | $560.3K | 0.08% | −305−19.9% | Reduced |
| Parcion Private Wealth LLC | 1,224 | $558.9K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,219 | $556.8K | 0.06% | +696+133.1% | Added |
| Simon Quick Advisors, LLC | 1,219 | $556.5K | 0.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,211 | $553.0K | 0.18% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,203 | $549.0K | 0.08% | −234−16.3% | Reduced |
| Independent Advisor Alliance | 1,200 | $548.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,196 | $546.1K | 0.00% | +1,032+629.3% | Added |
| Exencial Wealth Advisors, LLC | 1,196 | $545.9K | 0.03% | −90−7.0% | Reduced |
| Duncker Streett & Co Inc | 1,195 | $545.8K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,192 | $544.7K | 0.01% | −5,197−81.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $543.9K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,183 | $540.2K | 0.15% | −50−4.1% | Reduced |
| WealthPLAN Partners, LLC | 1,174 | $536.1K | 0.06% | +4+0.3% | Added |
| Western Wealth Management, LLC | 1,170 | $534.3K | 0.05% | −63−5.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $532.9K | 0.04% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,161 | $530.2K | 0.21% | −12−1.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $529.7K | 0.18% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,158 | $528.8K | 0.32% | −27−2.3% | Reduced |
| SJA Financial Advisory, LLC | 1,150 | $525.0K | 0.49% | +4+0.3% | Added |
| German American Bancorp, Inc. | 1,142 | $521.8K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $520.6K | 0.00% | +140+14.0% | Added |