SPDR S&P Midcap 400 ETF Trust

MDY

Exchange: NYSE
SEC CIK: 0000936958

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $12.3B

Institutions holding MDY and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,542	$17.3B
Q1 2026	1,455	$15.3B
Q4 2025	1,438	$15.3B
Q3 2025	1,369	$15.0B
Q2 2025	1,351	$14.2B
Q1 2025	1,361	$13.4B
Q4 2024	1,409	$15.1B
Q3 2024	1,319	$14.1B
Q2 2024	1,293	$13.2B
Q1 2024	1,297	$13.9B
Q4 2023	1,235	$13.9B
Q3 2023	1,159	$12.5B
Q2 2023	1,155	$11.9B
Q1 2023	1,137	$11.3B
Q4 2022	1,147	$11.1B
Q3 2022	1,052	$9.54B
Q2 2022	1,040	$10.1B
Q1 2022	1,101	$12.2B
Q4 2021	1,126	$13.7B
Q3 2021	1,023	$12.4B
Q2 2021	1,037	$12.8B
Q1 2021	1,026	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bremer Bank National Association	3,486	$1.66M	0.38%	–	–
Mathes Company, Inc.	3,550	$1.69M	0.65%	–	–
InTrack Investment Management Inc	3,556	$1.69M	1.55%	–	–
Osborne Partners Capital Management, LLC	3,581	$1.71M	0.16%	–	–
TruWealth Advisors, LLC	3,581	$1.71M	0.23%	–	–
XML Financial, LLC	3,598	$1.71M	0.42%	–	–
Change Path, LLC	3,603	$1.72M	0.13%	–	–
Pinnacle Family Advisors, LLC	3,625	$1.73M	0.91%	–	–
Midwest Professional Planners, LTD.	8,252	$1.75M	1.76%	–	–
Moody Lynn & Lieberson, LLC	3,671	$1.75M	0.15%	–	–
Merit Financial Group, LLC	3,712	$1.77M	0.18%	–	–
Freestone Capital Holdings, LLC	3,724	$1.77M	0.10%	–	–
TSFG, LLC	3,734	$1.78M	0.90%	–	–
EP Wealth Advisors, LLC	3,765	$1.79M	0.06%	–	–
Haverford Trust Co	3,772	$1.80M	0.02%	–	–
ZWJ Investment Counsel Inc	3,791	$1.80M	0.11%	–	–
Colony Group LLC	3,807	$1.81M	0.04%	–	–
Keeley-Teton Advisors, LLC	3,823	$1.82M	0.19%	–	–
Kings Point Capital Management	3,829	$1.82M	0.18%	–	–
Coyle Financial Counsel LLC	3,836	$1.83M	1.27%	–	–
Leavell Investment Management, Inc.	3,881	$1.85M	0.15%	–	–
Horizon Investments, LLC	3,913	$1.86M	0.07%	–	–
Moneta Group Investment Advisors LLC	3,920	$1.87M	0.10%	–	–
Fiduciary Trust Co	3,925	$1.87M	0.04%	–	–
Rockland Trust Co	3,926	$1.87M	0.13%	–	–
Wunderlich Capital Managemnt	3,963	$1.89M	1.03%	–	–
SOA Wealth Advisors, LLC.	4,009	$1.91M	0.53%	–	–
BBVA USA Bancshares, Inc.	4,024	$1.92M	0.09%	–	–
Maryland Capital Management	4,075	$1.94M	0.13%	–	–
Measured Wealth Private Client Group, LLC	4,088	$1.95M	0.69%	–	–
Cresset Asset Management, LLC	4,131	$1.97M	0.03%	–	–
Wade G W & Inc	4,171	$1.99M	0.11%	–	–
Sax Wealth Advisors, LLC	4,181	$1.99M	0.73%	–	–
Northern Oak Wealth Management Inc	4,185	$1.99M	0.26%	–	–
AXA S.A.	4,193	$1.99M	0.01%	–	–
New England Private Wealth Advisors LLC	4,208	$2.00M	0.35%	–	–
Lowe Wealth Advisors, LLC	4,218	$2.01M	1.01%	–	–
Salem Investment Counselors Inc	4,232	$2.02M	0.12%	–	–
Capital Advisory Group Advisory Services, LLC	4,247	$2.02M	0.79%	–	–
Cambridge Advisors Inc.	4,274	$2.04M	0.52%	–	–
Harbor Advisory Corp	4,277	$2.04M	0.81%	–	–
Nwam LLC	4,336	$2.06M	0.21%	–	–
Cambridge Associates LLC	4,339	$2.07M	0.16%	–	–
Spectrum Management Group, LLC	4,343	$2.07M	0.41%	–	–
Rosenblum Silverman Sutton S F Inc	4,381	$2.08M	0.53%	–	–
Braun Stacey Associates Inc	4,410	$2.10M	0.09%	–	–
Global Retirement Partners, LLC	4,470	$2.13M	0.25%	–	–
Element Pointe Advisors, LLC	4,500	$2.14M	0.72%	–	–
Davidson Trust Co	4,538	$2.16M	1.81%	–	–
Kelman-Lazarov, Inc.	4,545	$2.16M	0.77%	–	–
LeJeune Puetz Investment Counsel LLC	4,564	$2.17M	0.85%	–	–
Coastline Trust Co	4,606	$2.19M	0.28%	–	–
Tiemann Investment Advisors, LLC	4,612	$2.20M	1.09%	–	–
CWM, LLC	4,524	$2.22M	0.02%	–	–
Avalon Investment & Advisory	4,680	$2.23M	0.05%	–	–
Sage Financial Management Group, Inc.	4,735	$2.25M	1.74%	–	–
Hudson Valley Investment Advisors Inc	4,742	$2.26M	0.40%	–	–
Calton & Associates, Inc.	4,773	$2.27M	0.44%	–	–
Financial Architects, Inc	4,805	$2.29M	0.36%	–	–
First Citizens Bank & Trust Co	4,858	$2.31M	0.11%	–	–
M Holdings Securities, Inc.	4,880	$2.32M	0.21%	–	–
Cullen/Frost Bankers, Inc.	4,919	$2.34M	0.05%	–	–
Argent Trust Co	4,932	$2.35M	0.17%	–	–
Homrich & Berg	4,938	$2.35M	0.06%	–	–
Resources Investment Advisors, LLC.	4,996	$2.38M	0.11%	–	–
Farmers & Merchants Trust Co of Long Beach	5,022	$2.39M	0.80%	–	–
Spinnaker Trust	5,037	$2.40M	0.18%	–	–
Penobscot Investment Management Company, Inc.	5,064	$2.41M	0.38%	–	–
Gilman Hill Asset Management, LLC	5,073	$2.42M	0.67%	–	–
PFG Advisors	5,088	$2.42M	0.31%	–	–
Hoylecohen, LLC	5,152	$2.45M	0.25%	–	–
Matrix Asset Advisors Inc	5,185	$2.47M	0.37%	–	–
Livingston Group Asset Management CO (operating as Southport Capital Management)	5,188	$2.47M	0.65%	–	–
B. Riley Wealth Management, Inc.	5,212	$2.48M	0.29%	–	–
Toroso Investments, LLC	5,220	$2.48M	0.12%	–	–
Mercer Global Advisors Inc	5,278	$2.51M	0.02%	–	–
American Institute for Advanced Investment Management, LLP	5,291	$2.52M	1.92%	–	–
Cambridge Trust Co	5,441	$2.59M	0.11%	–	–
Centaurus Financial, Inc.	5,450	$2.60M	0.26%	–	–
Lido Advisors, LLC	5,454	$2.60M	0.08%	–	–
Winthrop Advisory Group LLC	5,476	$2.61M	0.64%	–	–
Port Capital LLC	5,504	$2.62M	0.15%	–	–
Eldridge Investment Advisors, Inc.	5,531	$2.63M	1.02%	–	–
Deutsche Bank AG	5,555	$2.64M	0.00%	–	–
Regents of the University of California	5,600	$2.67M	0.35%	–	–
Shoker Investment Counsel, Inc.	5,618	$2.67M	1.40%	–	–
Northwest Bancshares, Inc.	5,621	$2.67M	0.63%	–	–
Element Wealth, LLC	5,622	$2.68M	2.23%	–	–
Whalerock Point Partners, LLC	5,645	$2.69M	1.18%	–	–
High Falls Advisors, Inc	5,660	$2.69M	0.77%	–	–
Founders Financial Securities LLC	5,664	$2.70M	0.62%	–	–
Asset Management Group, Inc.	5,684	$2.71M	0.59%	–	–
Spire Wealth Management	5,786	$2.76M	0.07%	–	–
Capital Bank & Trust Co	5,912	$2.81M	0.03%	–	–
J.W. Cole Advisors, Inc.	5,925	$2.82M	0.27%	–	–
JMG Financial Group, Ltd.	6,021	$2.87M	0.18%	–	–
Merriman Wealth Management, LLC	6,029	$2.87M	0.33%	–	–
Charter Research & Investment Group, Inc.	6,102	$2.90M	2.54%	–	–
Wealthcare Advisory Partners LLC	6,122	$2.92M	0.21%	–	–
Benchmark Financial Wealth Advisors, LLC	6,149	$2.93M	1.60%	–	–