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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
Mairs & Power Inc437$208.0K0.00%––
InterOcean Capital Group, LLC436$208.0K0.01%––
Symphony Financial, Ltd. Co.426$207.0K0.05%––
Sage Mountain Advisors LLC435$207.0K0.04%––
Mark Stevens430$205.0K0.02%––
Van Strum & Towne Inc.430$205.0K0.10%––
SignalPoint Asset Management, LLC430$205.0K0.07%––
Meritage Portfolio Management427$203.0K0.01%––
Pathstone Family Office, LLC427$203.0K0.01%––
Telos Capital Management, Inc.426$203.0K0.03%––
First Nebraska Trust Co425$202.3K0.03%––
Boston Trust Walden Corp425$202.0K0.00%––
CWA Asset Management Group, LLC425$202.0K0.02%––
Andesa Financial Management Inc.423$201.0K0.07%––
Brown Miller Wealth Management, LLC422$201.0K0.14%––
Proequities, Inc.420$200.0K0.01%––
Brookmont Capital Management420$200.0K0.13%––
Vigilant Capital Management, LLC419$199.0K0.02%––
Parkside Financial Bank & Trust404$192.0K0.06%––
Eudaimonia Partners, LLC387$184.0K0.04%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC371$176.0K0.02%––
Mascoma Wealth Management LLC369$176.0K0.08%––
Wealthcare Capital Management LLC359$171.0K0.02%––
Signaturefd, LLC354$169.0K0.01%––
Blackhill Capital Inc351$167.0K0.01%––
Tower View Investment Management & Research LLC333$159.0K0.09%––
WealthShield Partners, LLC322$153.0K0.03%––
Winch Advisory Services, LLC318$152.0K0.06%––
Ritter Daniher Financial Advisory, LLC310$148.0K0.12%––
Systematic Alpha Investments, LLC300$143.0K0.01%––
Halpern Financial, Inc.296$140.9K0.07%––
Certified Advisory Corp277$132.0K0.03%––
Blue Bell Private Wealth Management, LLC266$127.0K0.04%––
Dividend Assets Capital, LLC266$127.0K0.02%––
Zions Bancorporation, N.A.265$126.0K0.01%––
Contravisory Investment Management, Inc.251$120.0K0.04%––
Jackson, Grant Investment Advisers, Inc.251$120.0K0.06%––
Graves-Light Private Wealth Management, Inc.246$117.0K0.02%––
Gradient Investments LLC244$116.0K0.00%––
Coastal Capital Group, Inc.211$100.0K0.03%––
Monetary Management Group Inc205$98.0K0.03%––
Cascade Investment Advisors, Inc.200$95.2K0.06%––
Field & Main Bank200$95.0K0.07%––
Sugarloaf Wealth Management, LLC199$95.0K0.03%––
Gables Capital Management Inc.200$95.0K0.05%––
Country Trust Bank196$93.0K0.00%––
Interactive Financial Advisors190$90.0K0.04%––
Sutton Wealth Advisors Inc.177$84.3K0.03%––
Costello Asset Management, INC172$82.0K0.06%––
Bellwether Advisors, LLC166$79.0K0.03%––
Charter Oak Capital Management, LLC162$77.0K0.01%––
Parallel Advisors, LLC157$75.0K0.00%––
1832 Asset Management L.P.150$71.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.150$71.0K0.03%––
First National Bank of South Miami131$63.0K0.05%––
Semmax Financial Advisors Inc.133$63.0K0.02%––
Horan Securities, Inc.125$60.0K0.05%––
Enterprise Trust & Investment Co125$60.0K0.03%––
Alpha DNA Investment Management LLC128$60.0K0.07%––
First Manhattan Co125$59.0K0.00%––
Tortoise Investment Management, LLC120$57.0K0.01%––
Newton One Investments LLC119$56.0K0.05%––
Canton Hathaway, LLC115$55.0K0.02%––
America First Investment Advisors, LLC110$52.0K0.02%––
Evolution Wealth Advisors, LLC100$48.0K0.01%––
Anchor Investment Management, LLC100$47.6K0.01%––
MPS Loria Financial Planners, LLC99$47.0K0.02%––
Perkins Coie Trust Co95$45.0K0.01%––
AdvisorNet Financial, Inc90$43.0K0.00%––
Psagot Investment House Ltd.91$43.0K0.00%––
Carroll Financial Associates, Inc.90$42.0K0.00%––
Allred Capital Management, LLC82$39.0K0.02%––
IAG Wealth Partners, LLC80$39.0K0.01%––
First Washington CORP80$38.0K0.02%––
Barnett & Company, Inc.80$38.0K0.02%––
Bollard Group LLC80$38.0K0.00%––
Grandview Asset Management LLC80$38.0K0.02%––
HC Financial Advisors Inc77$37.0K0.02%––
Wagner Wealth Management, LLC77$37.0K0.03%––
Arrow Financial Corp75$36.0K0.00%––
Farmers & Merchants Investments Inc75$36.0K0.00%––
CoreFirst Bank & Trust70$33.0K0.02%––
Benjamin F. Edwards & Company, Inc.65$31.0K0.00%––
City Holding Co60$29.0K0.01%––
Islay Capital Management, LLC60$29.0K0.02%––
Prentice Wealth Management LLC58$28.0K0.02%––
Piscataqua Savings Bank56$27.0K0.02%––
Capital Analysts, LLC55$26.0K0.00%––
FormulaFolio Investments, LLC52$26.0K0.01%––
Reilly Financial Advisors, LLC50$24.0K0.00%––
Atlas Private Wealth Management50$24.0K0.02%––
Sage Private Wealth Group, LLC51$24.0K0.04%––
RWM Asset Management, LLC45$21.0K0.00%––
Wolff Wiese Magana LLC40$19.0K0.01%––
Selective Wealth Management, Inc.37$18.0K0.02%––
Retirement Group, LLC35$17.0K0.01%––
Annapolis Financial Services, LLC35$17.0K0.01%––
Atlas Capital Advisors LLC34$16.5K0.00%––
CKW Financial Group33$16.0K0.00%––
Fure Financial Corp30$14.0K0.01%––