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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
GPS Wealth Strategies Group, LLC1$00.00%––
JCIC Asset Management Inc.3$1.00K0.00%––
Assetmark, Inc4$2.00K0.00%––
AllSquare Wealth Management LLC6$3.00K0.00%––
Vectors Research Management, LLC7$3.00K0.00%––
Newbridge Financial Services Group, Inc.6$3.00K0.00%––
Stuart Chaussee & Associates, Inc.8$4.00K0.00%––
Rockbridge Investment Management, LCC8$4.00K0.00%––
Tradewinds Capital Management, LLC11$5.00K0.00%––
Perennial Advisors, LLC10$5.00K0.00%––
Solstein Capital, LLC10$5.00K0.01%––
Truvestments Capital LLC12$6.00K0.00%––
Ironwood Financial, llc15$7.00K0.00%––
USA Financial Portformulas Corp14$7.00K0.01%––
Global Financial Private Client, LLC16$7.72K0.01%––
Valley National Advisers Inc17$8.00K0.00%––
Lloyd Advisory Services, LLC.16$8.00K0.00%––
Sound Income Strategies, LLC22$10.5K0.00%––
Activest Wealth Management24$11.0K0.01%––
Elmwood Wealth Management, Inc.26$12.0K0.01%––
Grant Street Asset Management, Inc.25$12.0K0.01%––
Fure Financial Corp30$14.0K0.01%––
Asset Dedication, LLC30$14.0K0.00%––
Quadrant Capital Group LLC30$14.0K0.00%––
Lindbrook Capital, LLC30$14.0K0.00%––
Global Wealth Management Investment Advisory, Inc.30$14.0K0.01%––
CKW Financial Group33$16.0K0.00%––
Atlas Capital Advisors LLC34$16.5K0.00%––
Retirement Group, LLC35$17.0K0.01%––
Annapolis Financial Services, LLC35$17.0K0.01%––
Selective Wealth Management, Inc.37$18.0K0.02%––
Wolff Wiese Magana LLC40$19.0K0.01%––
RWM Asset Management, LLC45$21.0K0.00%––
Reilly Financial Advisors, LLC50$24.0K0.00%––
Atlas Private Wealth Management50$24.0K0.02%––
Sage Private Wealth Group, LLC51$24.0K0.04%––
Capital Analysts, LLC55$26.0K0.00%––
FormulaFolio Investments, LLC52$26.0K0.01%––
Piscataqua Savings Bank56$27.0K0.02%––
Prentice Wealth Management LLC58$28.0K0.02%––
City Holding Co60$29.0K0.01%––
Islay Capital Management, LLC60$29.0K0.02%––
Benjamin F. Edwards & Company, Inc.65$31.0K0.00%––
CoreFirst Bank & Trust70$33.0K0.02%––
Arrow Financial Corp75$36.0K0.00%––
Farmers & Merchants Investments Inc75$36.0K0.00%––
HC Financial Advisors Inc77$37.0K0.02%––
Wagner Wealth Management, LLC77$37.0K0.03%––
First Washington CORP80$38.0K0.02%––
Barnett & Company, Inc.80$38.0K0.02%––
Bollard Group LLC80$38.0K0.00%––
Grandview Asset Management LLC80$38.0K0.02%––
IAG Wealth Partners, LLC80$39.0K0.01%––
Allred Capital Management, LLC82$39.0K0.02%––
Carroll Financial Associates, Inc.90$42.0K0.00%––
AdvisorNet Financial, Inc90$43.0K0.00%––
Psagot Investment House Ltd.91$43.0K0.00%––
Perkins Coie Trust Co95$45.0K0.01%––
MPS Loria Financial Planners, LLC99$47.0K0.02%––
Anchor Investment Management, LLC100$47.6K0.01%––
Evolution Wealth Advisors, LLC100$48.0K0.01%––
America First Investment Advisors, LLC110$52.0K0.02%––
Canton Hathaway, LLC115$55.0K0.02%––
Newton One Investments LLC119$56.0K0.05%––
Tortoise Investment Management, LLC120$57.0K0.01%––
First Manhattan Co125$59.0K0.00%––
Horan Securities, Inc.125$60.0K0.05%––
Enterprise Trust & Investment Co125$60.0K0.03%––
Alpha DNA Investment Management LLC128$60.0K0.07%––
First National Bank of South Miami131$63.0K0.05%––
Semmax Financial Advisors Inc.133$63.0K0.02%––
1832 Asset Management L.P.150$71.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.150$71.0K0.03%––
Parallel Advisors, LLC157$75.0K0.00%––
Charter Oak Capital Management, LLC162$77.0K0.01%––
Bellwether Advisors, LLC166$79.0K0.03%––
Costello Asset Management, INC172$82.0K0.06%––
Sutton Wealth Advisors Inc.177$84.3K0.03%––
Interactive Financial Advisors190$90.0K0.04%––
Country Trust Bank196$93.0K0.00%––
Field & Main Bank200$95.0K0.07%––
Sugarloaf Wealth Management, LLC199$95.0K0.03%––
Gables Capital Management Inc.200$95.0K0.05%––
Cascade Investment Advisors, Inc.200$95.2K0.06%––
Monetary Management Group Inc205$98.0K0.03%––
Coastal Capital Group, Inc.211$100.0K0.03%––
Gradient Investments LLC244$116.0K0.00%––
Graves-Light Private Wealth Management, Inc.246$117.0K0.02%––
Contravisory Investment Management, Inc.251$120.0K0.04%––
Jackson, Grant Investment Advisers, Inc.251$120.0K0.06%––
Zions Bancorporation, N.A.265$126.0K0.01%––
Blue Bell Private Wealth Management, LLC266$127.0K0.04%––
Dividend Assets Capital, LLC266$127.0K0.02%––
Certified Advisory Corp277$132.0K0.03%––
Halpern Financial, Inc.296$140.9K0.07%––
Systematic Alpha Investments, LLC300$143.0K0.01%––
Ritter Daniher Financial Advisory, LLC310$148.0K0.12%––
Winch Advisory Services, LLC318$152.0K0.06%––
WealthShield Partners, LLC322$153.0K0.03%––
Tower View Investment Management & Research LLC333$159.0K0.09%––