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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
Trust Co of Vermont758$361.0K0.03%––
Rikoon Group, LLC760$362.0K0.10%––
Paradigm Financial Partners, LLC760$362.0K0.10%––
ICW Investment Advisors LLC761$362.0K0.25%––
S.A. Mason LLC760$362.0K0.27%––
Howard Capital Management Group, LLC760$362.0K0.04%––
Janney Capital Management LLC767$365.0K0.02%––
Newport Wealth Strategies, Inc.767$365.0K0.23%––
True Link Financial Advisors, LLC766$365.0K0.05%––
Capital Advisors, Ltd. LLC780$371.0K0.07%––
John W. Brooker & Co., CPAs782$372.0K0.23%––
Eagle Global Advisors LLC785$374.0K0.03%––
Quantbot Technologies LP786$374.0K0.04%––
Advisory Alpha, LLC784$374.0K0.04%––
Meeder Asset Management Inc791$377.0K0.02%––
Smart Portfolios, LLC791$377.0K0.32%––
Cohen Klingenstein LLC800$381.0K0.02%––
LS Investment Advisors, LLC801$381.0K0.02%––
Baugh & Associates, LLC803$382.0K0.25%––
Enterprise Financial Services Corp804$383.0K0.07%––
Coldstream Capital Management Inc804$383.0K0.02%––
Glenview Trust Co805$383.0K0.02%––
Retirement Planning Group807$384.0K0.05%––
Simon Quick Advisors, LLC808$384.0K0.11%––
Citizens Business Bank815$388.0K0.05%––
Seascape Capital Management818$389.0K0.22%––
Signet Financial Management, LLC819$390.0K0.07%––
WealthPLAN Partners, LLC785$391.0K0.03%––
Nicolet Bankshares Inc827$394.0K0.11%––
Cypress Capital Management LLC832$396.0K0.05%––
Bingham Osborn & Scarborough LLC841$400.0K0.03%––
Peak Planning Group, LLC841$400.5K0.39%––
Investment Research & Advisory Group, Inc.847$403.0K0.30%––
Waters Parkerson & Co., LLC865$412.0K0.03%––
Hoese & Co LLP870$414.0K0.51%––
Kingfisher Capital LLC872$415.0K0.12%––
Ayrshire Capital Management LLC871$415.0K0.25%––
One Capital Management, LLC875$416.0K0.05%––
Berkeley, Inc876$417.0K0.31%––
REDW Wealth LLC878$418.0K0.14%––
Cortland Associates Inc881$419.0K0.05%––
Lowe Brockenbrough & Co Inc882$420.0K0.04%––
CAPROCK Group, Inc.880$421.0K0.05%––
Denver Wealth Management, Inc.858$421.0K0.44%––
Northstar Asset Management Inc887$422.3K0.13%––
Brighton Jones LLC891$424.0K0.03%––
Harborview Advisors, LLC900$428.0K0.26%––
Squarepoint Ops LLC904$430.0K0.00%––
Robertson Stephens Wealth Management, LLC901$430.0K0.07%––
South State Corp.910$433.0K0.04%––
Clarus Wealth Advisors892$434.0K0.27%––
High Probability Advisors, LLC914$436.5K0.23%––
Oarsman Capital, Inc.918$437.0K0.19%––
Petix & Botte Co918$437.0K0.32%––
First National Bank of Omaha921$438.0K0.02%––
Adviser Investments LLC921$439.0K0.04%––
Donaldson Capital Management, LLC924$440.0K0.02%––
Trexquant Investment LP927$441.0K0.04%––
Price T Rowe Associates Inc928$442.0K0.00%––
Financial Advisory Corp928$442.0K0.38%––
River Wealth Advisors LLC929$442.0K0.08%––
Fulcrum Equity Management933$444.0K0.18%––
Fiera Capital Corp938$447.0K0.00%––
Marcum Wealth, LLC944$449.0K0.07%––
L & S Advisors Inc946$450.0K0.05%––
North Star Asset Management Inc949$452.0K0.03%––
Prime Capital Investment Advisors, LLC955$455.0K0.03%––
New England Investment & Retirement Group, Inc.959$457.0K0.11%––
Capital Investment Advisors, LLC961$457.0K0.02%––
Aberdeen Wealth Management LLC959$457.0K0.36%––
Quadrant Private Wealth Management, LLC984$468.0K0.20%––
Premier Asset Management LLC988$470.0K0.08%––
BlueSky Wealth Advisors, LLC962$470.0K0.11%––
Ashford Capital Management Inc989$471.0K0.04%––
Roble, Belko & Company, Inc994$473.0K0.11%––
Edmond de Rothschild Holding S.A.994$473.0K0.01%––
Rathbone Brothers plc1,000$476.0K0.01%––
Marquette Asset Management, LLC1,000$476.0K0.11%––
Savant Capital, LLC999$476.0K0.03%––
Vishria Bird Financial Group, LLC1,001$477.0K0.26%––
Old Second National Bank of Aurora1,011$481.0K0.13%––
20/20 Capital Management, Inc.1,010$481.0K0.14%––
Exencial Wealth Advisors, LLC1,016$483.0K0.03%––
Private Ocean, LLC1,021$486.0K0.09%––
First Pacific Financial1,029$490.0K0.31%––
Financial Advisory Service, Inc.1,044$497.0K0.05%––
Kestra Private Wealth Services, LLC1,048$499.0K0.03%––
ProVise Management Group, LLC1,052$501.0K0.05%––
Steel Peak Wealth Management LLC1,053$501.0K0.04%––
Lakeview Capital Partners, LLC1,054$502.0K0.22%––
Plante Moran Financial Advisors, LLC1,062$505.0K0.14%––
Sageworth Trust Co1,073$511.0K0.04%––
Ten Capital Wealth Advisors, LLC1,090$518.0K0.13%––
Jasper Ridge Partners, L.P.1,095$521.0K0.02%––
Bickling Financial Services, Inc.1,101$524.0K0.26%––
Charter Trust Co1,118$532.0K0.05%––
O'Brien Greene & Co. Inc1,122$534.0K0.21%––
Trillium Asset Management, LLC1,125$535.0K0.02%––
Financial Advocates Investment Management1,138$542.0K0.04%––
Long Road Investment Counsel, LLC1,145$545.0K0.25%––