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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,137 | $519.2K | 0.04% | −81−6.7% | Reduced |
| IHT Wealth Management, LLC | 1,136 | $518.7K | 0.03% | +118+11.6% | Added |
| New Hampshire Trust | 1,134 | $517.8K | 0.14% | +30+2.7% | Added |
| Pacific Sun Financial Corp | 1,130 | $516.0K | 0.36% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,122 | $512.5K | 0.09% | +51+4.8% | Added |
| Apella Capital, LLC | 1,122 | $512.1K | 0.04% | +150+15.4% | Added |
| Samalin Investment Counsel, LLC | 1,121 | $511.9K | 0.29% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,119 | $511.0K | 0.06% | −78−6.5% | Reduced |
| Millennium Management LLC | 1,119 | $511.0K | 0.00% | −19,725−94.6% | Reduced |
| Wealth Advisors, Inc. | 1,117 | $510.1K | 0.23% | −132−10.6% | Reduced |
| Key Bridge Compliance, LLC | 1,114 | $508.7K | 0.16% | +1,114 | New |
| Congress Wealth Management LLC | 1,111 | $507.5K | 0.01% | −25−2.2% | Reduced |
| First County Bank | 1,110 | $506.9K | 0.26% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,106 | $506.8K | 0.08% | +61+5.8% | Added |
| Wealth Architects, LLC | 1,102 | $503.2K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,098 | $501.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,096 | $500.6K | 0.04% | +3+0.3% | Added |
| Legacy Trust | 1,096 | $500.5K | 0.15% | −26−2.3% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $500.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,094 | $499.6K | 0.01% | +2+0.2% | Added |
| Trust Co of Vermont | 1,087 | $496.4K | 0.03% | +125+13.0% | Added |
| Accredited Investors Inc. | 1,083 | $494.6K | 0.04% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $493.2K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,080 | $493.0K | 0.02% | +14+1.3% | Added |
| Glaxis Capital Management, LLC | 1,075 | $490.9K | 3.25% | −1,525−58.7% | Reduced |
| Thompson Davis & Co., Inc. | 1,075 | $490.9K | 0.61% | −95−8.1% | Reduced |
| Miramar Capital, LLC | 1,070 | $488.6K | 0.13% | −38−3.4% | Reduced |
| Kanawha Capital Management LLC | 1,067 | $487.2K | 0.05% | −30−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,067 | $487.2K | 0.03% | −97−8.3% | Reduced |
| Brookstone Capital Management | 1,099 | $485.7K | 0.01% | −58−5.0% | Reduced |
| Appleton Partners Inc | 1,062 | $485.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $483.6K | 0.06% | −3−0.3% | Reduced |
| Bleakley Financial Group, LLC | 1,057 | $482.8K | 0.02% | −705−40.0% | Reduced |
| Financial Advisory Service, Inc. | 1,051 | $479.8K | 0.05% | +1+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,045 | $477.2K | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,041 | $475.4K | 0.32% | −16−1.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,040 | $475.0K | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,039 | $474.4K | 0.01% | −2,072−66.6% | Reduced |
| Brinker Capital Investments, LLC | 1,037 | $473.6K | 0.01% | +23+2.3% | Added |
| Orion Portfolio Solutions, LLC | 1,037 | $473.6K | 0.01% | +23+2.3% | Added |
| Arrowroot Family Office, LLC | 1,036 | $473.1K | 0.37% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,036 | $473.1K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,034 | $472.8K | 0.02% | −29−2.7% | Reduced |
| GW&K Investment Management, LLC | 1,030 | $470.0K | 0.00% | +660+178.4% | Added |
| Baxter Bros Inc | 1,023 | $467.1K | 0.07% | +1,023 | New |
| Marion Wealth Management | 1,023 | $467.1K | 0.16% | +502+96.4% | Added |
| Seven Post Investment Office LP | 1,021 | $466.2K | 0.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,020 | $466.0K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 1,014 | $463.0K | 0.02% | +57+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,012 | $462.1K | 0.22% | −137−11.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,005 | $459.0K | 0.10% | +2+0.2% | Added |
| DT Investment Partners, LLC | 1,002 | $457.6K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,001 | $457.2K | 0.00% | +2+0.2% | Added |
| Ghe, LLC | 1,000 | $457.0K | 0.31% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $456.6K | 0.01% | +1,000 | New |
| Silvia McColl Wealth Management, LLC | 994 | $453.9K | 0.45% | −360−26.6% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $453.0K | 0.26% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $452.7K | 0.09% | 00.0% | Unchanged |
| Ledyard National Bank | 991 | $452.5K | 0.05% | +230+30.2% | Added |
| Cary Street Partner Investment Advisory LLC | 989 | $451.6K | 0.02% | −54−5.2% | Reduced |
| Charter Trust Co | 988 | $451.2K | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 985 | $450.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 976 | $445.8K | 0.01% | +976 | New |
| Vertex Planning Partners, LLC | 964 | $440.3K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 960 | $438.4K | 0.03% | −10−1.0% | Reduced |
| Fagan Associates, Inc. | 952 | $435.1K | 0.11% | 00.0% | Unchanged |
| Eagle Strategies LLC | 948 | $433.0K | 0.11% | +35+3.8% | Added |
| Bryn Mawr Trust Co | 941 | $429.7K | 0.02% | −20−2.1% | Reduced |
| Canal Capital Management, LLC | 938 | $428.3K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 929 | $428.2K | 0.08% | −407−30.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 933 | $426.0K | 0.01% | −2,607−73.6% | Reduced |
| CoreCap Advisors, LLC | 930 | $424.7K | 0.03% | +498+115.3% | Added |
| Trillium Asset Management, LLC | 920 | $420.0K | 0.01% | −10−1.1% | Reduced |
| SevenBridge Financial Group, LLC | 917 | $418.7K | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $418.0K | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 904 | $413.0K | 0.12% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $399.5K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $399.0K | 0.18% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 873 | $398.6K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 869 | $396.8K | 0.10% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 865 | $394.8K | 0.03% | −40−4.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 862 | $394.0K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 858 | $391.8K | 0.19% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 858 | $391.8K | 0.25% | 00.0% | Unchanged |
| Fiera Capital Corp | 853 | $389.5K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $386.8K | 0.22% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 846 | $386.4K | 0.05% | +1+0.1% | Added |
| WSFS Capital Management, LLC | 844 | $385.4K | 0.03% | −1−0.1% | Reduced |
| WBH Advisory Inc | 843 | $385.2K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 842 | $384.5K | 0.08% | −285−25.3% | Reduced |
| Glenview Trust Co | 842 | $384.5K | 0.01% | +175+26.2% | Added |
| ProVise Management Group, LLC | 839 | $383.1K | 0.04% | −61−6.8% | Reduced |
| Verdence Capital Advisors LLC | 839 | $383.1K | 0.04% | +254+43.4% | Added |
| Monograph Wealth Advisors, LLC | 835 | $382.6K | 0.08% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $381.7K | 0.22% | +833 | New |
| Sigma Investment Counselors Inc | 834 | $380.8K | 0.03% | 00.0% | Unchanged |
| Jennison Associates LLC | 833 | $380.4K | 0.00% | +833 | New |
| Fiduciary Alliance LLC | 828 | $378.2K | 0.09% | +11+1.3% | Added |
| Ancora Advisors, LLC | 826 | $377.1K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 824 | $376.3K | 0.16% | +355+75.7% | Added |