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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, Q1 2021

Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2021. 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
1,026
No complete 13F data for Q4 2020
Shares held
25.7M
No complete 13F data for Q4 2020
Total value
$12.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,026 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ1 2021: $12.3B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$12.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MDY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp2,282,043$1.09B0.13%––
Wells Fargo & Company1,907,878$908.2M0.21%––
Northern Trust Corp1,229,785$585.4M0.11%––
US Bancorp1,227,616$584.4M1.18%––
Veritable, L.P.1,042,254$496.2M8.45%––
The PNC Financial Services Group, Inc.991,802$472.1M0.46%––
Morgan Stanley956,698$455.4M0.07%––
Manufacturers Life Insurance Company, The929,980$442.7M0.38%––
UBS Group AG741,393$352.9M0.16%––
Royal Bank of Canada695,571$331.1M0.10%––
Goldman Sachs Group Inc546,789$260.3M0.08%––
Raymond James & Associates516,561$245.9M0.25%––
Arvest Bank Trust Division316,822$150.8M8.78%––
Resource Management, LLC275,412$131.1M15.78%––
BNP Paribas Arbitrage, SA252,334$120.1M0.26%––
Bank of New York Mellon Corp244,111$116.2M0.02%––
Conservest Capital Advisors, Inc.230,166$109.6M12.58%––
Citigroup Inc224,694$107.0M0.10%––
First Republic Investment Management, Inc.187,039$89.0M0.29%––
MAI Capital Management181,941$86.6M1.96%––
LPL Financial LLC170,753$81.3M0.09%––
JPMorgan Chase & Co168,237$80.1M0.01%––
Whittier Trust Co164,359$78.2M1.52%––
Alliancebernstein L.P.146,173$69.6M0.03%––
Welch & Forbes LLC143,168$68.2M1.26%––
Brown Advisory Inc141,605$67.4M0.12%––
Ameriprise Financial Inc139,546$66.4M0.02%––
Barclays PLC131,502$62.5M0.06%––
FineMark National Bank & Trust126,885$60.4M2.55%––
Waddell & Associates, LLC124,738$59.4M12.19%––
HighTower Advisors, LLC123,927$59.0M0.19%––
Montag A & Associates Inc123,184$58.6M3.30%––
Creative Planning118,076$56.2M0.11%––
State Street Corp117,806$56.1M0.00%––
Northwestern Mutual Wealth Management Co117,260$55.8M0.12%––
Sandy Spring Bank109,014$51.9M2.99%––
Eaton Vance Management107,978$51.4M0.08%––
Raymond James Financial Services Advisors, Inc.107,299$51.1M0.12%––
Conning Inc.104,135$49.6M1.49%––
Barber Financial Group, Inc.101,984$48.5M7.09%––
Healthcare of Ontario Pension Plan Trust Fund100,000$47.6M0.12%––
Hills Bank & Trust Co98,824$47.0M7.64%––
Truist Financial Corp95,217$45.3M0.08%––
Commonwealth Equity Services, LLC90,889$43.3M0.12%––
Portland Global Advisors LLC90,373$43.0M9.14%––
Advisor Group Holdings, Inc.90,069$42.9M0.10%––
First Hawaiian Bank86,028$41.0M1.77%––
Citizens Financial Group Inc80,453$38.3M2.02%––
Washington Trust Co80,357$38.3M1.17%––
Comerica Bank72,613$36.3M0.22%––
Henshaw Capital LLC75,150$35.8M2.39%––
Victory Capital Management Inc75,037$35.7M0.04%––
Financial Counselors Inc74,801$35.6M0.83%––
Hyman Charles D74,556$35.5M2.60%––
Pinnacle Associates Ltd74,450$35.4M0.68%––
Mariner, LLC70,141$33.4M0.23%––
Peapack Gladstone Financial Corp70,086$33.4M0.86%––
Heritage Investors Management Corp69,548$33.1M1.47%––
Credit Suisse AG67,604$32.2M0.02%––
Whittier Trust Co of Nevada Inc66,656$31.7M1.42%––
SG Americas Securities, LLC64,318$30.6M0.19%––
Envestnet Asset Management Inc62,577$29.8M0.02%––
Prescott Group Capital Management, L.L.C.62,543$29.8M8.71%––
Brookstone Capital Management61,380$29.2M1.12%––
Cambridge Investment Research Advisors, Inc.60,940$29.0M0.16%––
Pittenger & Anderson Inc60,134$28.6M1.54%––
Gofen & Glossberg LLC60,083$28.6M0.73%––
BlackRock Inc.59,397$28.3M0.00%––
Baird Financial Group, Inc.57,759$27.5M0.08%––
Corient Capital Partners, LLC56,821$27.1M2.32%––
Smith, Moore & Co.56,074$26.7M4.32%––
Blair William & Co55,850$26.6M0.10%––
Moreno Evelyn V54,845$26.1M6.22%––
Bartlett & Co. Wealth Management LLC54,414$26.0M0.52%––
Bartlett & Co. LLC54,414$25.9M0.52%––
Financial Advisory Group52,634$25.1M6.41%––
Susquehanna International Group, LLP51,553$24.5M0.03%––
Clearstead Advisors, LLC49,391$23.5M1.96%––
Stifel Financial Corp49,089$23.4M0.04%––
Kayne Anderson Rudnick Investment Management LLC47,668$22.7M0.06%––
Retirement Systems of Alabama46,027$21.9M0.08%––
Ascent Wealth Partners, LLC45,759$21.8M4.73%––
Klingman & Associates, LLC45,704$21.8M2.25%––
Chicago Partners Investment Group LLC40,605$20.4M1.68%––
Captrust Financial Advisors42,539$20.3M0.22%––
Cumberland Advisors Inc41,965$20.0M4.95%––
Oldfather Financial Services, LLC41,053$19.9M11.44%––
Boston Private Wealth LLC41,580$19.8M0.28%––
Prio Wealth Limited Partnership41,415$19.7M0.71%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.40,953$19.5M4.00%––
Simmons Bank39,797$18.9M1.43%––
Hancock Whitney Corp38,994$18.6M0.63%––
Vestor Capital, LLC38,677$18.4M2.10%––
Covington Capital Management38,546$18.4M0.79%––
Johnson Investment Counsel Inc38,382$18.3M0.28%––
LCM Capital Management Inc38,097$18.1M16.22%––
Viridian Ria, LLC0$17.8M4.47%––
1st Source Bank37,302$17.8M1.17%––
Dakota Wealth Management36,789$17.5M2.31%––
Carnegie Capital Asset Management, LLC36,697$17.5M0.73%––