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 |
|---|---|---|---|---|---|
| Seascape Capital Management | 818 | $374.0K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 818 | $374.0K | 0.06% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 819 | $374.0K | 0.15% | −88−9.7% | Reduced |
| StoneX Group Inc. | 812 | $372.1K | 0.04% | −26−3.1% | Reduced |
| WP Advisors, LLC | 815 | $372.0K | 0.15% | +3+0.4% | Added |
| Platform Technology Partners | 811 | $370.3K | 0.17% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 810 | $369.9K | 0.08% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 809 | $369.4K | 0.24% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 808 | $369.2K | 0.02% | −430−34.7% | Reduced |
| First Heartland Consultants, Inc. | 804 | $367.0K | 0.05% | −192−19.3% | Reduced |
| Foundations Investment Advisors, LLC | 802 | $366.1K | 0.01% | −38−4.5% | Reduced |
| Price T Rowe Associates Inc | 800 | $366.0K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $365.8K | 0.07% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $365.3K | 0.09% | −200−20.0% | Reduced |
| North Star Asset Management Inc | 800 | $365.3K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $365.3K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 797 | $365.0K | 0.06% | +219+37.9% | Added |
| Almanack Investment Partners, LLC. | 799 | $364.9K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $364.4K | 0.12% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 798 | $364.3K | 0.00% | +3+0.4% | Added |
| Missouri Trust & Investment Co | 796 | $363.5K | 0.16% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 790 | $360.7K | 0.08% | 00.0% | Unchanged |
| REDW Wealth LLC | 786 | $358.9K | 0.11% | +2+0.3% | Added |
| Meeder Asset Management Inc | 786 | $358.9K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 785 | $358.5K | 0.03% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $357.4K | 0.31% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 781 | $356.6K | 0.12% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $356.2K | 0.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 780 | $356.2K | 0.20% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 779 | $355.7K | 0.14% | +10+1.3% | Added |
| TrinityPoint Wealth, LLC | 778 | $355.3K | 0.07% | +35+4.7% | Added |
| Eagle Global Advisors LLC | 775 | $353.9K | 0.02% | −5−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 768 | $352.1K | 0.07% | +213+38.4% | Added |
| TFG Advisers LLC | 770 | $351.5K | 0.17% | +75+10.8% | Added |
| Parallel Advisors, LLC | 760 | $347.3K | 0.01% | +191+33.6% | Added |
| Pioneer Trust Bank N A | 752 | $343.4K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Co | 748 | $341.7K | 0.08% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $341.6K | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 748 | $341.6K | 0.07% | 00.0% | Unchanged |
| JDM Financial Group LLC | 740 | $337.8K | 0.31% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 737 | $336.8K | 0.03% | −13−1.7% | Reduced |
| Berkeley, Inc | 736 | $336.1K | 0.23% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 699 | $335.0K | 0.01% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 731 | $333.8K | 0.21% | −1−0.1% | Reduced |
| John W. Brooker & Co., CPAs | 731 | $333.7K | 0.21% | +1+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 729 | $332.8K | 0.14% | +1+0.1% | Added |
| US Financial Advisors, LLC | 725 | $331.1K | 0.14% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 724 | $330.8K | 0.10% | +724 | New |
| Hoese & Co LLP | 720 | $328.8K | 0.34% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 717 | $327.4K | 0.02% | +37+5.4% | Added |
| One Capital Management, LLC | 715 | $326.5K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $324.9K | 0.29% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $324.0K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 706 | $323.5K | 0.02% | +81+13.0% | Added |
| Brand Asset Management Group, Inc. | 705 | $321.9K | 0.17% | +11+1.6% | Added |
| United Community Bank | 705 | $321.9K | 0.16% | +21+3.1% | Added |
| Valeo Financial Advisors, LLC | 703 | $321.0K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 700 | $320.7K | 0.04% | +700 | New |
| Black Diamond Financial, LLC | 702 | $320.6K | 0.10% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $320.1K | 0.24% | 00.0% | Unchanged |
| David Loasby | 716 | $319.1K | 0.04% | +19+2.7% | Added |
| Spears Abacus Advisors LLC | 698 | $318.7K | 0.03% | −10−1.4% | Reduced |
| ICW Investment Advisors LLC | 697 | $318.4K | 0.17% | +2+0.3% | Added |
| Carret Asset Management, LLC | 695 | $317.4K | 0.04% | 00.0% | Unchanged |
| Novare Capital Management LLC | 691 | $315.5K | 0.04% | −19−2.7% | Reduced |
| Orion Capital Management LLC | 684 | $312.1K | 0.20% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 681 | $311.0K | 0.03% | −100−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 675 | $308.2K | 0.01% | 00.0% | Unchanged |
| Cadinha & Co LLC | 673 | $307.3K | 0.07% | +40+6.3% | Added |
| Anchor Capital Advisors LLC | 670 | $305.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 670 | $305.9K | 0.16% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 669 | $305.5K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 667 | $304.6K | 0.01% | +87+15.0% | Added |
| BSW Wealth Partners | 665 | $303.7K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $303.7K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 660 | $301.4K | 0.22% | 00.0% | Unchanged |
| Bensler, LLC | 657 | $300.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $300.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 657 | $300.0K | 0.06% | +657 | New |
| Clearwater Capital Advisors, LLC | 656 | $299.6K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 653 | $299.3K | 0.05% | −12−1.8% | Reduced |
| Merriman Wealth Management, LLC | 651 | $298.3K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 653 | $298.2K | 0.01% | −12−1.8% | Reduced |
| Retirement Planning Group | 652 | $297.7K | 0.03% | −50−7.1% | Reduced |
| Ruggaard & Associates LLC | 650 | $296.8K | 0.18% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 649 | $296.4K | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 647 | $295.5K | 0.01% | +647 | New |
| Hall Kathryn A. | 645 | $294.5K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $294.5K | 0.00% | 00.0% | Unchanged |
| Dohj, LLC | 650 | $292.9K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $291.0K | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 632 | $288.6K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 632 | $288.6K | 0.01% | +632 | New |
| CRA Financial Services, LLC | 629 | $287.2K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 629 | $287.2K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 627 | $286.2K | 0.01% | −17−2.6% | Reduced |
| Guidance Point Advisors, LLC | 625 | $285.1K | 0.12% | +4+0.6% | Added |
| Group One Trading, L.P. | 623 | $284.5K | 0.01% | +429+221.1% | Added |
| Apexium Financial, LP | 620 | $283.3K | 0.03% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 620 | $283.1K | 0.02% | −10−1.6% | Reduced |