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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
Snowden Capital Advisors LLC555$264.2K0.02%––
Octavia Wealth Advisors, LLC555$265.0K0.08%––
Southland Equity Partners LLC558$265.6K0.15%––
Scotia Capital Inc.559$266.0K0.00%––
Zacks Investment Management561$267.0K0.00%––
Patriot Financial Group Insurance Agency, LLC561$267.0K0.06%––
Zevin Asset Management LLC563$268.0K0.06%––
Websterrogers Financial Advisors, LLC563$268.0K0.07%––
Isthmus Partners, LLC565$269.0K0.05%––
Summit Asset Management, LLC568$270.0K0.09%––
Pachira Investments Inc.570$271.0K0.20%––
Harbor Financial Services, LLC572$272.0K0.13%––
Birch Hill Investment Advisors LLC571$272.0K0.02%––
Wiley Bros.-Aintree Capital, LLC575$274.0K0.20%––
V Wealth Advisors LLC574$274.0K0.05%––
TrinityPoint Wealth, LLC576$274.0K0.06%––
Buffington Mohr McNeal578$275.0K0.06%––
Strategic Wealth Partners Group LLC582$277.0K0.06%––
YHB Investment Advisors, Inc.560$278.0K0.02%––
Endurance Wealth Management, Inc.585$278.0K0.03%––
Resources Management Corp586$279.0K0.04%––
Gillespie Robinson & Grimm Inc587$279.0K0.03%––
Wilbanks Smith & Thomas Asset Management LLC589$280.0K0.01%––
Cary Street Partners Asset Management LLC588$280.0K0.07%––
Diversified Trust Co594$283.0K0.01%––
Platte River Wealth Advisors, LLC585$283.0K0.12%––
BKD Wealth Advisors, LLC598$285.0K0.01%––
Security National Bank599$285.0K0.08%––
SPC Financial, Inc.600$286.0K0.04%––
Pinnacle Bancorp, Inc.600$286.0K0.14%––
TriaGen Wealth Management LLC600$286.0K0.16%––
Shaker Investments LLC604$287.0K0.14%––
Investment Partners, Ltd.603$287.0K0.14%––
Wintrust Investments LLC605$288.0K0.03%––
NEXT Financial Group, Inc606$289.0K0.03%––
Sanford Advisory Services, LLC607$289.0K0.08%––
First Horizon Corp610$290.0K0.03%––
Paragon Capital Management LLC582$291.0K0.15%––
Keeler Thomas Management LLC611$291.0K0.15%––
Intrua Financial, LLC579$291.0K0.07%––
Valeo Financial Advisors, LLC616$293.0K0.01%––
Ropes Wealth Advisors LLC597$295.0K0.05%––
Cowa, LLC620$296.0K0.18%––
Mendel Money Management623$297.0K0.19%––
WBH Advisory Inc632$301.0K0.05%––
IHT Wealth Management, LLC638$304.0K0.02%––
Ancora Advisors, LLC640$305.0K0.01%––
JFS Wealth Advisors, LLC644$307.0K0.06%––
CRA Financial Services, LLC645$307.0K0.12%––
Bragg Financial Advisors, Inc647$308.0K0.02%––
Financial Partners Group, Inc648$308.0K0.09%––
Smithfield Trust Co650$309.0K0.02%––
Nichols & Pratt Advisers LLP650$310.0K0.02%––
Altfest L J & Co Inc653$311.0K0.07%––
Pratt Collard Advisory Partners LLC654$311.0K0.22%––
Optimum Investment Advisors655$312.0K0.09%––
Hilltop Holdings Inc.657$313.0K0.04%––
JSF Financial, LLC660$314.0K0.20%––
Great Valley Advisor Group, Inc.661$315.0K0.03%––
TFG Advisers LLC661$315.0K0.16%––
Summit X, LLC669$319.0K0.09%––
ACG Wealth673$321.0K0.04%––
Trust Co675$321.0K0.23%––
Norway Savings Bank675$321.0K0.17%––
Brand Asset Management Group, Inc.679$323.0K0.16%––
Laurel Wealth Advisors, Inc.681$324.0K0.05%––
Morris Retirement Advisors, LLC680$324.0K0.31%––
Marshall Wace, LLP683$325.0K0.00%––
Crestwood Advisors Group LLC683$325.0K0.01%––
Clearwater Capital Advisors, LLC691$329.0K0.04%––
Carret Asset Management, LLC694$330.0K0.04%––
First Midwest Bank Trust Division693$330.0K0.05%––
Front Street Capital Management, Inc.694$330.0K0.06%––
Baldrige Asset Management LLC700$333.0K0.18%––
Journey Advisory Group, LLC700$333.0K0.12%––
Spears Abacus Advisors LLC701$334.0K0.03%––
Almanack Investment Partners, LLC.700$334.0K0.03%––
Financial Engines Advisors L.L.C.703$335.0K0.00%––
Beach Investment Counsel Inc710$338.0K0.03%––
Stock Yards Bank & Trust Co717$341.0K0.02%––
Ieq Capital, LLC719$342.0K0.01%––
Paulson Wealth Management Inc.699$344.0K0.17%––
Orrstown Financial Services Inc716$345.0K0.49%––
Clarkston Capital Partners, LLC725$345.0K0.01%––
US Financial Advisors, LLC725$345.0K0.10%––
McIlrath & Eck, LLC725$345.0K0.12%––
Flagship Private Wealth, LLC711$345.6K0.29%––
Gladstone Institutional Advisory LLC726$346.0K0.05%––
Novare Capital Management LLC728$347.0K0.04%––
Cadinha & Co LLC733$349.0K0.05%––
Avantax Planning Partners, Inc.733$349.0K0.02%––
First National Trust Co734$349.0K0.02%––
Private Capital Group, LLC734$350.0K0.09%––
Private Capital Management LLC735$350.0K0.19%––
55I, LLC738$351.0K0.02%––
Capital Investment Advisory Services, LLC739$352.0K0.05%––
Orion Capital Management LLC740$352.0K0.25%––
Jennison Associates LLC744$354.0K0.00%––
Fulton Breakefield Broenniman LLC745$354.0K0.03%––
BSW Wealth Partners756$360.0K0.10%––