Skip to main content

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
Bessemer Group Inc36,407$17.3M0.04%––
Aperimus Capital, LLC36,337$17.3M40.66%––
Curbstone Financial Management Corp36,144$17.2M3.43%––
Piershale Financial Group, Inc.36,087$17.2M7.43%––
People's United Financial, Inc.36,040$17.2M0.41%––
BDO Wealth Advisors, LLC35,958$17.1M2.02%––
Camden Capital, LLC35,520$16.9M4.57%––
Boston Family Office LLC33,238$16.6M1.24%––
Estate Counselors, LLC34,035$16.2M2.37%––
Miracle Mile Advisors, LLC33,657$16.0M0.91%––
MCF Advisors LLC33,203$15.8M1.78%––
Wellspring Financial Advisors, LLC60,012$15.8M7.61%––
Bank Hapoalim BM32,000$15.2M1.93%––
Huntington National Bank–$15.2M0.18%––
Buckingham Strategic Wealth, LLC31,856$15.2M0.75%––
Frontier Wealth Management LLC31,763$15.1M1.16%––
Financial Partners Capital Management LLC31,718$15.1M3.05%––
Trustmark National Bank Trust Department31,650$15.1M1.25%––
MetLife Investment Management31,500$15.0M0.14%––
Johnson Midwest Financial, LLC31,449$15.0M15.67%––
Citadel Advisors LLC31,263$14.9M0.02%––
Country Club Trust Company, n.a.29,879$14.2M1.33%––
Linscomb & Williams, Inc.28,877$13.7M0.75%––
Pinkerton Retirement Specialists, LLC28,575$13.6M2.85%––
First Financial Bank - Trust Division28,532$13.6M1.52%––
Jump Financial, LLC28,291$13.5M1.26%––
Caldwell Trust Co27,726$13.2M1.84%––
RMB Capital Management, LLC27,512$13.1M0.48%––
IFG Advisors, LLC27,196$12.9M7.08%––
Cetera Advisor Networks LLC26,876$12.8M0.27%––
Exchange Capital Management, Inc.26,702$12.7M2.63%––
M&T Bank Corp26,500$12.6M0.05%––
Ramiah Investment Group26,215$12.5M9.38%––
Tiaa, FSB25,566$12.2M0.04%––
Old National Bancorp25,507$12.1M0.48%––
Metropolitan Life Insurance Co25,100$11.9M0.18%––
Avantax Advisory Services, Inc.24,919$11.9M0.25%––
HSBC Holdings PLC24,528$11.7M0.02%––
Capstone Financial Advisors, Inc.23,823$11.3M1.01%––
AE Wealth Management LLC23,767$11.3M0.11%––
Commerce Bank23,555$11.2M0.09%––
Pinnacle Financial Partners Inc23,430$11.1M0.50%––
Bordeaux Wealth Advisors LLC23,045$11.0M7.61%––
KMG Fiduciary Partners, LLC23,005$11.0M2.14%––
Brown Brothers Harriman & Co22,473$10.7M0.07%––
Mechanics Bank Trust Department21,844$10.4M1.79%––
Tower Research Capital LLC (TRC)21,645$10.3M0.17%––
Telemus Capital, LLC21,068$10.2M0.71%––
Terry L. Blaker21,330$10.2M0.68%––
Cetera Investment Advisers21,326$10.2M0.20%––
MUFG Americas Holdings Corp21,255$10.1M0.20%––
Financial & Tax Architects, LLC21,248$10.1M5.67%––
SlateStone Wealth, LLC21,180$10.1M2.49%––
Kestra Advisory Services, LLC21,077$10.0M0.13%––
Evercore Wealth Management, LLC20,925$9.96M0.20%––
Janney Montgomery Scott LLC20,810$9.91M0.05%––
Royal Fund Management, LLC20,721$9.86M1.80%––
jvl associates llc20,679$9.84M7.30%––
Lutz Financial Services LLC20,490$9.75M1.44%––
Dumont & Blake Investment Advisors LLC20,442$9.73M2.99%––
Parametric Portfolio Associates LLC20,270$9.65M0.01%––
Glenmede Trust Co NA20,192$9.61M0.05%––
Shulman DeMeo Asset Management LLC20,037$9.54M2.60%––
Mattern Wealth Management LLC19,961$9.50M3.35%––
Grove Bank & Trust19,827$9.44M2.22%––
NBT Bank N A19,701$9.38M1.35%––
KCM Investment Advisors LLC19,614$9.34M0.41%––
Sargent Bickham Lagudis LLC19,425$9.25M0.81%––
Youngs Advisory Group, Inc.19,256$9.17M11.45%––
Cetera Advisors LLC18,694$8.90M0.24%––
Raymond James Trust N.A.18,678$8.89M0.31%––
D. Scott Neal, Inc.18,538$8.82M3.96%––
IFP Advisors, Inc18,333$8.71M0.17%––
Green Square Capital Advisors LLC18,281$8.70M2.84%––
Bank of Montreal17,556$8.51M0.01%––
Community Bank, N.A.17,702$8.43M1.05%––
Sun Life Financial INC17,500$8.33M0.72%––
Hummer Financial Advisory Services Inc17,448$8.32M8.09%––
Central Bank & Trust Co17,472$8.32M1.42%––
Bridgeworth, LLC17,165$8.17M2.58%––
FMR LLC16,978$8.08M0.00%––
American International Group, Inc.16,900$8.04M0.03%––
Pacific Center for Financial Services16,896$8.04M3.85%––
Goelzer Investment Management, Inc.16,599$7.90M0.70%––
Sigma Planning Corp16,596$7.90M0.25%––
Legacy Advisors, LLC16,512$7.86M3.47%––
Massmutual Trust Co FSB16,449$7.83M0.37%––
Rockefeller Capital Management L.P.16,345$7.78M0.05%––
Peddock Capital Advisors, LLC16,263$7.74M2.96%––
Qci Asset Management Inc15,965$7.60M0.48%––
Bokf, NA15,893$7.57M0.14%––
Palisade Asset Management, LLC15,811$7.53M0.97%––
Retirement Income Solutions, Inc15,734$7.49M2.58%––
Alexandria Capital, LLC15,536$7.40M0.75%––
Edge Capital Group, LLC15,297$7.28M0.61%––
Staley Capital Advisers Inc15,280$7.27M0.40%––
Williams Jones Wealth Management, LLC.15,101$7.19M0.11%––
Colorado Capital Management, Inc.14,934$7.11M5.08%––
Ascension Capital Advisors, Inc.14,870$7.08M4.79%––
Elm Advisors, LLC14,854$7.07M4.40%––