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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: 1,127 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 20211,127$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
First Financial Bank - Trust Division28,532$13.6M1.52%––
Pinkerton Retirement Specialists, LLC28,575$13.6M2.85%––
Linscomb & Williams, Inc.28,877$13.7M0.75%––
Country Club Trust Company, n.a.29,879$14.2M1.33%––
Citadel Advisors LLC31,263$14.9M0.02%––
Johnson Midwest Financial, LLC31,449$15.0M15.67%––
MetLife Investment Management31,500$15.0M0.14%––
Trustmark National Bank Trust Department31,650$15.1M1.25%––
Financial Partners Capital Management LLC31,718$15.1M3.05%––
Frontier Wealth Management LLC31,763$15.1M1.16%––
Buckingham Strategic Wealth, LLC31,856$15.2M0.75%––
Huntington National Bank–$15.2M0.18%––
Bank Hapoalim BM32,000$15.2M1.93%––
Wellspring Financial Advisors, LLC60,012$15.8M7.61%––
MCF Advisors LLC33,203$15.8M1.78%––
Miracle Mile Advisors, LLC33,657$16.0M0.91%––
Estate Counselors, LLC34,035$16.2M2.37%––
Boston Family Office LLC33,238$16.6M1.24%––
Camden Capital, LLC35,520$16.9M4.57%––
BDO Wealth Advisors, LLC35,958$17.1M2.02%––
People's United Financial, Inc.36,040$17.2M0.41%––
Piershale Financial Group, Inc.36,087$17.2M7.43%––
Curbstone Financial Management Corp36,144$17.2M3.43%––
Aperimus Capital, LLC36,337$17.3M40.66%––
Bessemer Group Inc36,407$17.3M0.04%––
Carnegie Capital Asset Management, LLC36,697$17.5M0.73%––
Dakota Wealth Management36,789$17.5M2.31%––
1st Source Bank37,302$17.8M1.17%––
Viridian Ria, LLC0$17.8M4.47%––
LCM Capital Management Inc38,097$18.1M16.22%––
Johnson Investment Counsel Inc38,382$18.3M0.28%––
Covington Capital Management38,546$18.4M0.79%––
Vestor Capital, LLC38,677$18.4M2.10%––
Hancock Whitney Corp38,994$18.6M0.63%––
Simmons Bank39,797$18.9M1.43%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.40,953$19.5M4.00%––
Prio Wealth Limited Partnership41,415$19.7M0.71%––
Boston Private Wealth LLC41,580$19.8M0.28%––
Oldfather Financial Services, LLC41,053$19.9M11.44%––
Cumberland Advisors Inc41,965$20.0M4.95%––
Captrust Financial Advisors42,539$20.3M0.22%––
Chicago Partners Investment Group LLC40,605$20.4M1.68%––
Klingman & Associates, LLC45,704$21.8M2.25%––
Ascent Wealth Partners, LLC45,759$21.8M4.73%––
Retirement Systems of Alabama46,027$21.9M0.08%––
Kayne Anderson Rudnick Investment Management LLC47,668$22.7M0.06%––
Stifel Financial Corp49,089$23.4M0.04%––
Clearstead Advisors, LLC49,391$23.5M1.96%––
Susquehanna International Group, LLP51,553$24.5M0.03%––
Financial Advisory Group52,634$25.1M6.41%––
Bartlett & Co. LLC54,414$25.9M0.52%––
Bartlett & Co. Wealth Management LLC54,414$26.0M0.52%––
Moreno Evelyn V54,845$26.1M6.22%––
Blair William & Co55,850$26.6M0.10%––
Smith, Moore & Co.56,074$26.7M4.32%––
Corient Capital Partners, LLC56,821$27.1M2.32%––
Baird Financial Group, Inc.57,759$27.5M0.08%––
BlackRock Inc.59,397$28.3M0.00%––
Gofen & Glossberg LLC60,083$28.6M0.73%––
Pittenger & Anderson Inc60,134$28.6M1.54%––
Cambridge Investment Research Advisors, Inc.60,940$29.0M0.16%––
Brookstone Capital Management61,380$29.2M1.12%––
Prescott Group Capital Management, L.L.C.62,543$29.8M8.71%––
Envestnet Asset Management Inc62,577$29.8M0.02%––
SG Americas Securities, LLC64,318$30.6M0.19%––
Whittier Trust Co of Nevada Inc66,656$31.7M1.42%––
Credit Suisse AG67,604$32.2M0.02%––
Heritage Investors Management Corp69,548$33.1M1.47%––
Peapack Gladstone Financial Corp70,086$33.4M0.86%––
Mariner, LLC70,141$33.4M0.23%––
Pinnacle Associates Ltd74,450$35.4M0.68%––
Hyman Charles D74,556$35.5M2.60%––
Financial Counselors Inc74,801$35.6M0.83%––
Victory Capital Management Inc75,037$35.7M0.04%––
Henshaw Capital LLC75,150$35.8M2.39%––
Comerica Bank72,613$36.3M0.22%––
Washington Trust Co80,357$38.3M1.17%––
Citizens Financial Group Inc80,453$38.3M2.02%––
First Hawaiian Bank86,028$41.0M1.77%––
Advisor Group Holdings, Inc.90,069$42.9M0.10%––
Portland Global Advisors LLC90,373$43.0M9.14%––
Commonwealth Equity Services, LLC90,889$43.3M0.12%––
Truist Financial Corp95,217$45.3M0.08%––
Hills Bank & Trust Co98,824$47.0M7.64%––
Healthcare of Ontario Pension Plan Trust Fund100,000$47.6M0.12%––
Barber Financial Group, Inc.101,984$48.5M7.09%––
Conning Inc.104,135$49.6M1.49%––
Raymond James Financial Services Advisors, Inc.107,299$51.1M0.12%––
Eaton Vance Management107,978$51.4M0.08%––
Sandy Spring Bank109,014$51.9M2.99%––
Northwestern Mutual Wealth Management Co117,260$55.8M0.12%––
State Street Corp117,806$56.1M0.00%––
Creative Planning118,076$56.2M0.11%––
Montag A & Associates Inc123,184$58.6M3.30%––
HighTower Advisors, LLC123,927$59.0M0.19%––
Waddell & Associates, LLC124,738$59.4M12.19%––
FineMark National Bank & Trust126,885$60.4M2.55%––
Barclays PLC131,502$62.5M0.06%––
Ameriprise Financial Inc139,546$66.4M0.02%––
Brown Advisory Inc141,605$67.4M0.12%––