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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
Private Asset Management Inc6,195$2.95M0.41%––
Pegasus Asset Management, Inc.6,240$2.97M1.51%––
Baron Financial Group, LLC6,270$2.98M2.06%––
Advisory Services Network, LLC6,275$2.99M0.11%––
West Paces Advisors Inc.6,287$2.99M1.20%––
Sepio Capital, LP6,300$3.00M0.28%––
Keystone Financial Group6,313$3.00M0.59%––
Courier Capital LLC6,411$3.05M0.31%––
Naples Global Advisors, LLC6,453$3.07M0.47%––
Spotlight Asset Group, Inc.6,463$3.08M1.16%––
Intercontinental Wealth Advisors, LLC6,474$3.08M0.67%––
Northstar Asset Management LLC6,475$3.08M0.88%––
Gould Asset Management LLC6,561$3.12M0.95%––
Disciplined Investments, LLC6,661$3.17M1.87%––
Glen Eagle Advisors, LLC6,675$3.18M1.11%––
Meridian Wealth Management, LLC6,683$3.18M0.46%––
Bristlecone Advisors, LLC6,684$3.18M0.48%––
Personal Wealth Partners6,694$3.19M1.44%––
Allworth Financial LP6,701$3.19M0.07%––
Summit Wealth Partners, LLC6,791$3.23M0.83%––
Ballentine Partners, LLC6,805$3.24M0.12%––
St. Johns Investment Management Company, LLC6,829$3.25M1.87%––
Novak Financial Planning, LLC6,972$3.32M1.82%––
Segall Bryant & Hamill, LLC7,000$3.33M0.03%––
Oppenheimer & Co Inc7,014$3.34M0.07%––
Carlton Hofferkamp & Jenks Wealth Management, LLC6,664$3.35M1.49%––
Newport Capital Group, LLC7,085$3.37M2.81%––
Salomon & Ludwin, LLC7,203$3.43M0.58%––
Bay Rivers Group7,202$3.43M2.67%––
Rhumbline Advisers7,230$3.44M0.00%––
First Heartland Consultants, Inc.7,300$3.48M0.55%––
Wetherby Asset Management Inc7,367$3.51M0.27%––
Keybank National Association7,382$3.51M0.02%––
Resonant Capital Advisors, LLC7,770$3.71M0.76%––
CMG Global Holdings, LLC7,826$3.73M3.23%––
Madison Asset Management, LLC7,845$3.73M0.05%––
Silvercrest Asset Management Group LLC7,896$3.76M0.03%––
Davis R M Inc7,915$3.77M0.10%––
CIBC Private Wealth Group, LLC7,999$3.81M0.01%––
Moloney Securities Asset Management, LLC8,078$3.85M0.76%––
Stephenson National Bank & Trust8,123$3.87M2.68%––
Taylor, Cottrill, Erickson & Associates, Inc.8,251$3.93M0.60%––
Court Place Advisors, LLC8,273$3.94M1.22%––
ARS Investment Partners, LLC8,285$3.94M0.46%––
Bank of the West8,299$3.95M0.44%––
Beacon Pointe Advisors, LLC8,377$3.99M0.25%––
Select Equity Group, L.P.8,409$4.00M0.01%––
Badgley Phelps & Bell Inc8,421$4.01M0.17%––
Harvest Investment Services, LLC8,447$4.02M1.81%––
Harbour Investments, Inc.8,471$4.03M0.15%––
Pettinga Financial Advisors, LLC8,682$4.13M1.20%––
GenTrust, LLC9,039$4.15M0.39%––
Evensky & Katz LLC8,759$4.17M0.46%––
Murphy, Middleton, Hinkle & Parker, Inc.8,778$4.18M2.43%––
Segment Wealth Management, LLC8,781$4.18M0.55%––
Associated Banc-Corp16,230$4.27M0.27%––
Csenge Advisory Group9,109$4.43M0.45%––
Bailard, Inc.9,349$4.45M0.16%––
IFG Advisory, LLC9,367$4.46M0.56%––
Synovus Financial Corp9,475$4.51M0.05%––
Prospera Financial Services Inc9,799$4.67M0.28%––
AMG National Trust Bank9,850$4.69M0.16%––
Cape Cod Five Cents Savings Bank9,880$4.70M0.51%––
Sunflower Bank, N.A.9,967$4.75M0.78%––
RBF Capital, LLC10,000$4.76M0.30%––
Ameritas Investment Partners, Inc.10,045$4.78M0.18%––
Crewe Advisors LLC10,061$4.79M1.19%––
Sonata Capital Group Inc10,063$4.79M2.30%––
RMR Wealth Builders10,075$4.80M1.25%––
Belpointe Asset Management LLC10,150$4.83M0.41%––
Waldron Private Wealth LLC10,193$4.85M0.34%––
Capital Advantage, Inc.10,225$4.87M1.33%––
Filbrandt Wealth Management, LLC10,261$4.88M2.95%––
Wealthspire Advisors, LLC10,419$4.96M0.12%––
Diversified Portfolios, Inc.10,474$4.99M1.64%––
Mayflower Financial Advisors, LLC10,498$5.00M0.75%––
Nixon Peabody Trust Co10,581$5.04M2.04%––
Firestone Capital Management10,598$5.04M1.79%––
Equitable Holdings, Inc.10,651$5.07M0.11%––
MML Investors Services, LLC10,704$5.10M0.05%––
Central Trust Co10,809$5.15M0.20%––
Baltimore-Washington Financial Advisors, Inc.10,824$5.15M0.52%––
Cerity Partners LLC10,836$5.16M0.12%––
Rehmann Capital Advisory Group11,030$5.26M0.54%––
Renaissance Investment Group LLC11,169$5.32M1.47%––
Meridian Wealth Advisors, LLC11,295$5.38M1.79%––
Sand Hill Global Advisors, LLC11,300$5.38M0.35%––
United Capital Financial Advisers, LLC11,785$5.61M0.03%––
Raffa Wealth Management, LLC11,884$5.66M1.99%––
Teachers Retirement System of the State of Kentucky11,922$5.67M0.06%––
Pegasus Partners Ltd.12,022$5.72M1.25%––
Flputnam Investment Management Co12,040$5.73M0.25%––
First Horizon Advisors, Inc.12,114$5.77M0.33%––
Franklin Resources Inc12,116$5.77M0.00%––
G&S Capital LLC12,215$5.82M3.38%––
Boston Financial Mangement LLC12,271$5.84M0.26%––
Peak Asset Management, LLC12,274$5.84M1.41%––
Pinnacle Wealth Management Advisory Group, LLC12,387$5.90M1.66%––
New England Asset Management Inc12,485$5.94M0.12%––
Modera Wealth Management, LLC12,582$5.99M0.39%––