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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
EWG Elevate Inc.12,766$6.08M2.69%––
Steward Partners Investment Advisory, LLC13,009$6.19M0.11%––
Fifth Third Securities, Inc.13,166$6.28M2.58%––
Mutual Advisors, LLC13,208$6.29M0.43%––
Howard Capital Management Inc.12,698$6.30M1.12%––
Round Table Services, LLC13,286$6.33M1.53%––
Motco13,302$6.33M0.45%––
Meristem Family Wealth, LLC13,402$6.38M1.29%––
Redhawk Wealth Advisors, Inc.13,570$6.46M1.59%––
Smith Anglin Financial, LLC13,577$6.46M1.40%––
Private Advisor Group, LLC13,582$6.47M0.06%––
All Terrain Financial Advisors, LLC13,607$6.48M3.10%––
Vantage Financial Partners Ltd., Inc.13,625$6.49M3.65%––
Venturi Wealth Management, LLC13,640$6.49M0.62%––
Adirondack Trust Co13,674$6.51M3.47%––
American Portfolios Advisors13,725$6.53M0.29%––
Boyd Watterson Asset Management LLC13,930$6.63M2.90%––
Busey Wealth Management13,945$6.64M0.33%––
Chesley Taft & Associates LLC13,806$6.71M0.40%––
Allegiant Private Advisors, LLC14,110$6.72M1.23%––
Legal & General Group Plc14,200$6.75M0.00%––
Financial Services Advisory Inc14,217$6.77M3.07%––
Fifth Third Bancorp14,238$6.78M0.03%––
Arbor Trust Wealth Advisors, LLC14,539$6.94M4.64%––
Lincoln National Corp14,716$7.01M0.17%––
Elm Advisors, LLC14,854$7.07M4.40%––
Ascension Capital Advisors, Inc.14,870$7.08M4.79%––
Colorado Capital Management, Inc.14,934$7.11M5.08%––
Williams Jones Wealth Management, LLC.15,101$7.19M0.11%––
Staley Capital Advisers Inc15,280$7.27M0.40%––
Edge Capital Group, LLC15,297$7.28M0.61%––
Alexandria Capital, LLC15,536$7.40M0.75%––
Retirement Income Solutions, Inc15,734$7.49M2.58%––
Palisade Asset Management, LLC15,811$7.53M0.97%––
Bokf, NA15,893$7.57M0.14%––
Qci Asset Management Inc15,965$7.60M0.48%––
Peddock Capital Advisors, LLC16,263$7.74M2.96%––
Rockefeller Capital Management L.P.16,345$7.78M0.05%––
Massmutual Trust Co FSB16,449$7.83M0.37%––
Legacy Advisors, LLC16,512$7.86M3.47%––
Sigma Planning Corp16,596$7.90M0.25%––
Goelzer Investment Management, Inc.16,599$7.90M0.70%––
Pacific Center for Financial Services16,896$8.04M3.85%––
American International Group, Inc.16,900$8.04M0.03%––
FMR LLC16,978$8.08M0.00%––
Bridgeworth, LLC17,165$8.17M2.58%––
Central Bank & Trust Co17,472$8.32M1.42%––
Hummer Financial Advisory Services Inc17,448$8.32M8.09%––
Sun Life Financial INC17,500$8.33M0.72%––
Community Bank, N.A.17,702$8.43M1.05%––
Bank of Montreal17,556$8.51M0.01%––
Green Square Capital Advisors LLC18,281$8.70M2.84%––
IFP Advisors, Inc18,333$8.71M0.17%––
D. Scott Neal, Inc.18,538$8.82M3.96%––
Raymond James Trust N.A.18,678$8.89M0.31%––
Cetera Advisors LLC18,694$8.90M0.24%––
Youngs Advisory Group, Inc.19,256$9.17M11.45%––
Sargent Bickham Lagudis LLC19,425$9.25M0.81%––
KCM Investment Advisors LLC19,614$9.34M0.41%––
NBT Bank N A19,701$9.38M1.35%––
Grove Bank & Trust19,827$9.44M2.22%––
Mattern Wealth Management LLC19,961$9.50M3.35%––
Shulman DeMeo Asset Management LLC20,037$9.54M2.60%––
Glenmede Trust Co NA20,192$9.61M0.05%––
Parametric Portfolio Associates LLC20,270$9.65M0.01%––
Dumont & Blake Investment Advisors LLC20,442$9.73M2.99%––
Lutz Financial Services LLC20,490$9.75M1.44%––
jvl associates llc20,679$9.84M7.30%––
Royal Fund Management, LLC20,721$9.86M1.80%––
Janney Montgomery Scott LLC20,810$9.91M0.05%––
Evercore Wealth Management, LLC20,925$9.96M0.20%––
Kestra Advisory Services, LLC21,077$10.0M0.13%––
SlateStone Wealth, LLC21,180$10.1M2.49%––
Financial & Tax Architects, LLC21,248$10.1M5.67%––
MUFG Americas Holdings Corp21,255$10.1M0.20%––
Cetera Investment Advisers21,326$10.2M0.20%––
Terry L. Blaker21,330$10.2M0.68%––
Telemus Capital, LLC21,068$10.2M0.71%––
Tower Research Capital LLC (TRC)21,645$10.3M0.17%––
Mechanics Bank Trust Department21,844$10.4M1.79%––
Brown Brothers Harriman & Co22,473$10.7M0.07%––
KMG Fiduciary Partners, LLC23,005$11.0M2.14%––
Bordeaux Wealth Advisors LLC23,045$11.0M7.61%––
Pinnacle Financial Partners Inc23,430$11.1M0.50%––
Commerce Bank23,555$11.2M0.09%––
AE Wealth Management LLC23,767$11.3M0.11%––
Capstone Financial Advisors, Inc.23,823$11.3M1.01%––
HSBC Holdings PLC24,528$11.7M0.02%––
Avantax Advisory Services, Inc.24,919$11.9M0.25%––
Metropolitan Life Insurance Co25,100$11.9M0.18%––
Old National Bancorp25,507$12.1M0.48%––
Tiaa, FSB25,566$12.2M0.04%––
Ramiah Investment Group26,215$12.5M9.38%––
M&T Bank Corp26,500$12.6M0.05%––
Exchange Capital Management, Inc.26,702$12.7M2.63%––
Cetera Advisor Networks LLC26,876$12.8M0.27%––
IFG Advisors, LLC27,196$12.9M7.08%––
RMB Capital Management, LLC27,512$13.1M0.48%––
Caldwell Trust Co27,726$13.2M1.84%––
Jump Financial, LLC28,291$13.5M1.26%––