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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
Beacon Financial Advisory LLC1,876$893.0K0.51%––
Maltin Wealth Management, Inc.1,879$894.0K0.58%––
Eastern Bank1,881$896.0K0.05%––
HM Payson & Co1,887$898.0K0.02%––
Private Wealth Group, LLC1,887$898.0K0.64%––
First Business Financial Services, Inc.1,893$901.0K0.12%––
Moulton Wealth Management, Inc1,855$902.0K0.68%––
Joel Isaacson & Co., LLC1,901$905.0K0.08%––
Pacific Financial Group Inc1,905$907.0K0.73%––
Jacobs Levy Equity Management, Inc1,908$908.0K0.01%––
Alesco Advisors LLC1,911$910.0K0.03%––
Geneos Wealth Management Inc.1,833$910.0K0.03%––
Old Mission Capital LLC1,914$911.0K0.05%––
Hanlon Investment Management, Inc.1,924$916.0K0.20%––
Frisch Financial Group, Inc.1,973$940.0K0.32%––
LCNB Corp1,985$945.0K0.52%––
Minot Wealth Management LLC2,010$957.0K0.24%––
Prosperity Planning, Inc.2,030$966.0K0.69%––
TCTC Holdings, LLC2,038$970.0K0.05%––
Bryn Mawr Trust Co2,063$982.0K0.04%––
Cozad Asset Management Inc2,070$985.0K0.16%––
Manchester Capital Management LLC2,078$989.0K0.15%––
Clifford Swan Investment Counsel LLC2,091$995.0K0.04%––
Shapiro Capital Management LLC2,100$1.00M0.02%––
9258 Wealth Management, LLC2,124$1.01M0.30%––
Parallax Volatility Advisers, L.P.2,136$1.02M0.01%––
Shufro Rose & Co LLC2,139$1.02M0.08%––
Keebeck Alpha, LP2,159$1.03M0.44%––
Frank, Rimerman Advisors LLC2,164$1.03M0.46%––
D.A. Davidson & Co.2,180$1.04M0.01%––
Summit Trail Advisors, LLC2,176$1.04M0.11%––
Legacy Wealth Management, LLC2,250$1.07M0.65%––
Glassman Wealth Services2,256$1.07M0.23%––
CPWM, LLC2,286$1.09M0.09%––
Providence First Trust Co2,307$1.10M0.54%––
Howe & Rusling Inc2,319$1.10M0.15%––
Hoover Financial Advisors, Inc.2,251$1.11M0.21%––
Connolly Sarah T.2,342$1.11M0.99%––
GFS Advisors, LLC2,368$1.13M0.26%––
Sullivan, Bruyette, Speros & Blaney, LLC2,373$1.13M0.05%––
First National Bank of Mount Dora, Trust Investment Services2,388$1.14M0.40%––
Parsons Capital Management Inc2,396$1.14M0.09%––
Tiedemann Advisors, LLC2,431$1.16M0.05%––
GM Advisory Group, Inc.2,444$1.16M0.14%––
Sigma Investment Counselors Inc2,452$1.17M0.09%––
Gamble Jones Investment Counsel2,464$1.17M0.08%––
Encompass Wealth Advisors, LLC2,370$1.18M0.30%––
International Assets Investment Management, LLC2,636$1.18M0.11%––
Bank of Nova Scotia2,500$1.19M0.00%––
Lenox Wealth Advisors, LLC2,607$1.24M0.17%––
Granite Investment Advisors, LLC2,617$1.25M0.21%––
Ameritas Investment Company, LLC2,650$1.26M0.11%––
Stratos Wealth Partners, LTD.2,660$1.27M0.04%––
Wesbanco Bank Inc2,664$1.27M0.05%––
Dorsey & Whitney Trust CO LLC2,668$1.27M0.13%––
Balyasny Asset Management LLC2,686$1.28M0.01%––
Hall Kathryn A.2,698$1.28M0.42%––
Beaumont Financial Partners, LLC2,711$1.29M0.11%––
Dowling & Yahnke LLC2,738$1.30M0.09%––
Hardy Reed LLC2,775$1.32M0.25%––
CIBC World Markets Inc.2,781$1.32M0.00%––
HBK Sorce Advisory LLC2,789$1.33M0.08%––
Marble Harbor Investment Counsel, LLC2,800$1.33M0.18%––
Montecito Bank & Trust2,883$1.37M0.28%––
Lyell Wealth Management, LP2,886$1.38M0.20%––
SOL Capital Management CO2,900$1.38M0.29%––
Oxford Financial Group Ltd2,907$1.38M0.19%––
Woodstock Corp2,952$1.41M0.18%––
Baker Avenue Asset Management, LP2,964$1.41M0.09%––
Johnson Financial Group, Inc.3,016$1.44M0.10%––
Perigon Wealth Management, LLC3,054$1.45M0.15%––
Fieldpoint Private Securities, LLC3,063$1.46M0.34%––
Aspiriant, LLC3,079$1.47M0.09%––
Middleton & Co Inc3,091$1.47M0.17%––
Rinet Co LLC3,097$1.47M0.30%––
Stephens Inc3,103$1.48M0.02%––
Quest Capital Management Inc3,132$1.49M0.32%––
Putnam Investments LLC3,185$1.52M0.00%––
United Bank3,189$1.52M0.21%––
Laird Norton Trust Company, LLC3,633$1.52M0.17%––
Greystone Financial Group, LLC3,085$1.52M0.39%––
Howland Capital Management LLC3,218$1.53M0.09%––
National Asset Management, Inc.3,306$1.54M0.05%––
Meridian Investment Counsel Inc.3,231$1.54M0.59%––
Apollon Wealth Management, LLC3,255$1.55M0.30%––
Choate Investment Advisors3,263$1.55M0.10%––
Aldebaran Financial Inc.3,272$1.56M1.47%––
Sawgrass Asset Management LLC3,302$1.57M0.13%––
North Star Investment Management Corp.3,313$1.58M0.15%––
Texas Capital Bank Wealth Management Services Inc3,324$1.58M0.23%––
Paradigm, Strategies in Wealth Management, LLC3,323$1.58M1.53%––
Regions Financial Corp3,344$1.59M0.01%––
Capital Planning Advisors, LLC3,375$1.61M0.36%––
McKinley Carter Wealth Services, Inc.3,393$1.61M0.14%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,399$1.62M0.02%––
WealthBridge Capital Management, LLC3,414$1.63M0.66%––
Proficio Capital Partners LLC3,415$1.63M0.21%––
NorthRock Partners, LLC3,452$1.64M0.15%––
Tennessee Valley Asset Management Partners3,460$1.65M0.42%––
StoneX Group Inc.3,464$1.65M0.30%––