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 $17.4B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 2026. 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
- 1,542
- +109 vs. Q1 2026
- Shares held
- 24.8M
- −25.2K (−0.1%) vs. Q1 2026
- Total value
- $17.4B
- +$2.11B (+13.8%) vs. Q1 2026
- New holders
- 156
- 347 more added
- Sold out
- 47
- 539 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $17.4B |
| Q1 2026 | 1,455 | $15.3B |
| Q4 2025 | 1,438 | $15.5B |
| Q3 2025 | 1,369 | $15.2B |
| Q2 2025 | 1,351 | $14.5B |
| Q1 2025 | 1,361 | $13.4B |
| Q4 2024 | 1,409 | $15.1B |
| Q3 2024 | 1,319 | $14.2B |
| Q2 2024 | 1,293 | $13.4B |
| Q1 2024 | 1,297 | $16.0B |
| Q4 2023 | 1,235 | $14.8B |
| Q3 2023 | 1,159 | $12.6B |
| Q2 2023 | 1,155 | $11.9B |
| Q1 2023 | 1,137 | $11.3B |
| Q4 2022 | 1,147 | $11.7B |
| Q3 2022 | 1,052 | $9.66B |
| Q2 2022 | 1,040 | $10.3B |
| Q1 2022 | 1,101 | $12.3B |
| Q4 2021 | 1,126 | $13.9B |
| Q3 2021 | 1,023 | $12.5B |
| Q2 2021 | 1,037 | $13.0B |
| Q1 2021 | 1,027 | $12.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,946,508 | $1.37B | 0.09% | −101,476−5.0% | Reduced |
| Morgan Stanley | 1,235,352 | $868.9M | 0.05% | −308,245−20.0% | Reduced |
| Wells Fargo & Company | 1,178,967 | $829.2M | 0.14% | −14,369−1.2% | Reduced |
| Northern Trust Corp | 1,049,595 | $738.2M | 0.09% | −11,597−1.1% | Reduced |
| US Bancorp | 963,812 | $677.9M | 0.74% | −6,146−0.6% | Reduced |
| Goldman Sachs Group Inc | 906,280 | $637.4M | 0.07% | +24,338+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 903,341 | $635.4M | 0.34% | +38,573+4.5% | Added |
| Pathstone Holdings, LLC | 849,491 | $597.5M | 1.74% | +9,295+1.1% | Added |
| The PNC Financial Services Group, Inc. | 693,381 | $487.7M | 0.24% | −5,926−0.8% | Reduced |
| UBS Group AG | 651,062 | $457.9M | 0.07% | +10,553+1.6% | Added |
| Raymond James Financial Inc | 488,839 | $343.8M | 0.09% | −8,352−1.7% | Reduced |
| Bank of Montreal | 477,136 | $335.6M | 0.12% | −11,802−2.4% | Reduced |
| Meitav Dash Investments Ltd | 412,840 | $290.4M | 1.95% | +412,840 | New |
| Royal Bank of Canada | 291,654 | $205.1M | 0.03% | −8,069−2.7% | Reduced |
| JPMorgan Chase & Co | 285,765 | $199.4M | 0.01% | −18,397−6.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 283,087 | $198.9M | 0.62% | −15,679−5.2% | Reduced |
| MAI Capital Management | 271,019 | $190.6M | 0.73% | +6,946+2.6% | Added |
| Creative Planning | 236,181 | $166.1M | 0.10% | −12,500−5.0% | Reduced |
| HighTower Advisors, LLC | 234,897 | $165.2M | 0.16% | −1110.0% | Reduced |
| CI Private Wealth, LLC | 226,432 | $159.3M | 0.22% | −3,423−1.5% | Reduced |
| Arvest Bank Trust Division | 224,334 | $157.8M | 7.69% | −3,282−1.4% | Reduced |
| Alliancebernstein L.P. | 244,920 | $151.1M | 0.05% | −6,210−2.5% | Reduced |
| Conservest Capital Advisors, Inc. | 208,394 | $146.6M | 11.66% | −3,312−1.6% | Reduced |
| Citigroup Inc | 178,846 | $125.8M | 0.06% | +127,401+247.6% | Added |
| LPL Financial LLC | 166,179 | $116.9M | 0.03% | +2,775+1.7% | Added |
| Generali Asset Management SPA SGR | 164,778 | $115.9M | 2.10% | +5,795+3.6% | Added |
| Bank of New York Mellon Corp | 161,143 | $113.3M | 0.02% | −1,476−0.9% | Reduced |
| Susquehanna International Group, LLP | 157,630 | $110.9M | 0.10% | −77,056−32.8% | Reduced |
| Waddell & Associates, LLC | 154,726 | $108.8M | 5.38% | +1,123+0.7% | Added |
| BNP Paribas Arbitrage, SA | 143,902 | $101.2M | 0.05% | −173,127−54.6% | Reduced |
| SG Americas Securities, LLC | 143,035 | $100.6M | 0.06% | −10,363−6.8% | Reduced |
| Welch & Forbes LLC | 142,173 | $100.0M | 1.22% | −19,381−12.0% | Reduced |
| Cerity Partners LLC | 139,760 | $98.3M | 0.12% | +1,022+0.7% | Added |
| Commerce Bank | 139,449 | $98.1M | 0.43% | −1,705−1.2% | Reduced |
| Whittier Trust Co | 131,409 | $91.5M | 0.90% | −1,664−1.3% | Reduced |
| Truist Financial Corp | 120,108 | $84.5M | 0.10% | +1,760+1.5% | Added |
| EP Wealth Advisors, LLC | 119,454 | $84.0M | 0.32% | +7,707+6.9% | Added |
| Hills Bank & Trust Co | 111,587 | $78.5M | 3.34% | −3,823−3.3% | Reduced |
| Brown Advisory Inc | 110,435 | $77.7M | 0.12% | −963−0.9% | Reduced |
| Mariner, LLC | 104,807 | $73.7M | 0.08% | −1,945−1.8% | Reduced |
| Montag A & Associates Inc | 101,656 | $71.7M | 3.03% | −2,470−2.4% | Reduced |
| Colony Group, LLC | 101,693 | $71.5M | 0.07% | −6,051−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 96,420 | $67.9M | 0.08% | +20,519+27.0% | Added |
| Envestnet Asset Management Inc | 89,737 | $63.1M | 0.01% | +9,210+11.4% | Added |
| Cetera Investment Advisers | 88,675 | $62.4M | 0.06% | −692−0.8% | Reduced |
| Ameriprise Financial Inc | 85,773 | $60.4M | 0.01% | −1,645−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 83,440 | $58.7M | 0.98% | −923−1.1% | Reduced |
| CIBC World Markets Inc. | 83,263 | $58.6M | 0.10% | +77,245+1,283.6% | Added |
| Washington Trust Co | 81,402 | $57.3M | 1.78% | −4,102−4.8% | Reduced |
| Blair William & Co | 76,091 | $53.5M | 0.14% | +414+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,666 | $53.2M | 0.06% | +38,618+104.2% | Added |
| Henshaw Capital LLC | 73,000 | $51.3M | 1.67% | −2,050−2.7% | Reduced |
| Stifel Financial Corp | 72,534 | $51.0M | 0.04% | −34,312−32.1% | Reduced |
| Balyasny Asset Management LLC | 69,882 | $49.2M | 0.09% | −54,435−43.8% | Reduced |
| Captrust Financial Advisors | 67,963 | $47.8M | 0.07% | +99+0.1% | Added |
| Commonwealth Equity Services, LLC | 66,690 | $46.9M | 0.06% | −5,413−7.5% | Reduced |
| Portland Global Advisors LLC | 63,792 | $44.9M | 4.26% | −1,649−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 63,175 | $44.5M | 0.56% | +83+0.1% | Added |
| Midwest Trust Co | 62,409 | $43.9M | 0.50% | −1,330−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,245 | $42.8M | 0.80% | −1,269−2.0% | Reduced |
| Smith, Moore & Co. | 60,828 | $42.8M | 2.78% | −699−1.1% | Reduced |
| Citizens Financial Group Inc | 59,492 | $41.8M | 0.50% | +456+0.8% | Added |
| Pittenger & Anderson Inc | 58,735 | $41.3M | 1.48% | −47−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 57,763 | $40.6M | 0.06% | +1,243+2.2% | Added |
| OFS Enterprise LLC | 56,835 | $40.0M | 10.21% | +725+1.3% | Added |
| Pinnacle Associates Ltd | 56,215 | $39.5M | 0.43% | −1,165−2.0% | Reduced |
| MetLife Investment Management | 54,500 | $38.3M | 0.17% | −1,200−2.2% | Reduced |
| Massmutual Trust Co FSB | 54,236 | $38.1M | 0.99% | −2,818−4.9% | Reduced |
| Baird Financial Group, Inc. | 52,970 | $37.3M | 0.05% | −918−1.7% | Reduced |
| Lido Advisors, LLC | 50,859 | $35.8M | 0.13% | −3,483−6.4% | Reduced |
| AQR Capital Management LLC | 50,915 | $35.8M | 0.01% | +18,090+55.1% | Added |
| Crewe Advisors LLC | 50,124 | $35.3M | 2.55% | −10.0% | Reduced |
| Mirae Asset Securities (USA) Inc. | 50,072 | $35.2M | 1.57% | −33,246−39.9% | Reduced |
| Fifth Third Bancorp | 49,926 | $35.1M | 0.06% | +2,044+4.3% | Added |
| Peapack Gladstone Financial Corp | 49,860 | $35.1M | 0.40% | −27−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,110 | $33.9M | 0.06% | +3,425+7.5% | Added |
| Pinnacle Financial Partners, Inc. | 46,580 | $32.8M | 0.22% | −967−2.0% | Reduced |
| Heritage Investors Management Corp | 45,654 | $32.1M | 0.89% | −3,498−7.1% | Reduced |
| Janney Montgomery Scott LLC | 44,841 | $31.5M | 0.06% | +404+0.9% | Added |
| Mercer Global Advisors Inc | 44,808 | $31.5M | 0.04% | +17,893+66.5% | Added |
| Chicago Partners Investment Group LLC | 45,473 | $31.3M | 0.63% | −173−0.4% | Reduced |
| Clearstead Advisors, LLC | 44,423 | $31.2M | 0.30% | +735+1.7% | Added |
| LCM Capital Management Inc | 44,192 | $31.1M | 13.61% | +479+1.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,041 | $31.0M | 3.65% | −260−0.6% | Reduced |
| SCS Capital Management LLC | 43,991 | $30.9M | 0.29% | −6,350−12.6% | Reduced |
| IFG Advisors, LLC | 43,944 | $30.9M | 4.26% | −330−0.7% | Reduced |
| Bessemer Group Inc | 43,225 | $30.4M | 0.04% | +8,582+24.8% | Added |
| Ascent Wealth Partners, LLC | 43,120 | $30.3M | 3.03% | +1,588+3.8% | Added |
| Cumberland Advisors Inc | 42,307 | $29.8M | 10.48% | −2,500−5.6% | Reduced |
| Savant Capital, LLC | 44,623 | $29.5M | 0.09% | +22,716+103.7% | Added |
| Two Sigma Investments, LP | 41,640 | $29.3M | 0.02% | +41,640 | New |
| Klingman & Associates, LLC | 41,488 | $29.2M | 1.24% | −180−0.4% | Reduced |
| Tandem Wealth Advisors LLC | 41,156 | $28.9M | 11.52% | +495+1.2% | Added |
| FMR LLC | 41,042 | $28.9M | 0.00% | +1,789+4.6% | Added |
| Marshall Wace, LLP | 39,554 | $27.8M | 0.02% | −858−2.1% | Reduced |
| Basswood Capital Management, L.L.C. | 38,082 | $26.8M | 1.15% | +38,082 | New |
| Conning Inc. | 38,022 | $26.7M | 0.80% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 38,000 | $26.7M | 0.04% | +21,700+133.1% | Added |
| RMB Capital Management, LLC | 37,574 | $26.5M | 0.41% | −465−1.2% | Reduced |
| Johnson Investment Counsel Inc | 36,927 | $26.0M | 0.19% | −149−0.4% | Reduced |