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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: 1,126 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
Lincoln National Corp14,716$7.01M0.17%––
Arbor Trust Wealth Advisors, LLC14,539$6.94M4.64%––
Fifth Third Bancorp14,238$6.78M0.03%––
Financial Services Advisory Inc14,217$6.77M3.07%––
Legal & General Group Plc14,200$6.75M0.00%––
Allegiant Private Advisors, LLC14,110$6.72M1.23%––
Chesley Taft & Associates LLC13,806$6.71M0.40%––
Busey Wealth Management13,945$6.64M0.33%––
Boyd Watterson Asset Management LLC13,930$6.63M2.90%––
American Portfolios Advisors13,725$6.53M0.29%––
Adirondack Trust Co13,674$6.51M3.47%––
Venturi Wealth Management, LLC13,640$6.49M0.62%––
Vantage Financial Partners Ltd., Inc.13,625$6.49M3.65%––
All Terrain Financial Advisors, LLC13,607$6.48M3.10%––
Private Advisor Group, LLC13,582$6.47M0.06%––
Smith Anglin Financial, LLC13,577$6.46M1.40%––
Redhawk Wealth Advisors, Inc.13,570$6.46M1.59%––
Meristem Family Wealth, LLC13,402$6.38M1.29%––
Motco13,302$6.33M0.45%––
Round Table Services, LLC13,286$6.33M1.53%––
Howard Capital Management Inc.12,698$6.30M1.12%––
Mutual Advisors, LLC13,208$6.29M0.43%––
Fifth Third Securities, Inc.13,166$6.28M2.58%––
Steward Partners Investment Advisory, LLC13,009$6.19M0.11%––
EWG Elevate Inc.12,766$6.08M2.69%––
Modera Wealth Management, LLC12,582$5.99M0.39%––
New England Asset Management Inc12,485$5.94M0.12%––
Pinnacle Wealth Management Advisory Group, LLC12,387$5.90M1.66%––
Peak Asset Management, LLC12,274$5.84M1.41%––
Boston Financial Mangement LLC12,271$5.84M0.26%––
G&S Capital LLC12,215$5.82M3.38%––
Franklin Resources Inc12,116$5.77M0.00%––
First Horizon Advisors, Inc.12,114$5.77M0.33%––
Flputnam Investment Management Co12,040$5.73M0.25%––
Pegasus Partners Ltd.12,022$5.72M1.25%––
Teachers Retirement System of the State of Kentucky11,922$5.67M0.06%––
Raffa Wealth Management, LLC11,884$5.66M1.99%––
United Capital Financial Advisers, LLC11,785$5.61M0.03%––
Sand Hill Global Advisors, LLC11,300$5.38M0.35%––
Meridian Wealth Advisors, LLC11,295$5.38M1.79%––
Renaissance Investment Group LLC11,169$5.32M1.47%––
Rehmann Capital Advisory Group11,030$5.26M0.54%––
Cerity Partners LLC10,836$5.16M0.12%––
Baltimore-Washington Financial Advisors, Inc.10,824$5.15M0.52%––
Central Trust Co10,809$5.15M0.20%––
MML Investors Services, LLC10,704$5.10M0.05%––
Equitable Holdings, Inc.10,651$5.07M0.11%––
Firestone Capital Management10,598$5.04M1.79%––
Nixon Peabody Trust Co10,581$5.04M2.04%––
Mayflower Financial Advisors, LLC10,498$5.00M0.75%––
Diversified Portfolios, Inc.10,474$4.99M1.64%––
Wealthspire Advisors, LLC10,419$4.96M0.12%––
Filbrandt Wealth Management, LLC10,261$4.88M2.95%––
Capital Advantage, Inc.10,225$4.87M1.33%––
Waldron Private Wealth LLC10,193$4.85M0.34%––
Belpointe Asset Management LLC10,150$4.83M0.41%––
RMR Wealth Builders10,075$4.80M1.25%––
Sonata Capital Group Inc10,063$4.79M2.30%––
Crewe Advisors LLC10,061$4.79M1.19%––
Ameritas Investment Partners, Inc.10,045$4.78M0.18%––
RBF Capital, LLC10,000$4.76M0.30%––
Sunflower Bank, N.A.9,967$4.75M0.78%––
Cape Cod Five Cents Savings Bank9,880$4.70M0.51%––
AMG National Trust Bank9,850$4.69M0.16%––
Prospera Financial Services Inc9,799$4.67M0.28%––
Synovus Financial Corp9,475$4.51M0.05%––
IFG Advisory, LLC9,367$4.46M0.56%––
Bailard, Inc.9,349$4.45M0.16%––
Csenge Advisory Group9,109$4.43M0.45%––
Associated Banc-Corp16,230$4.27M0.27%––
Segment Wealth Management, LLC8,781$4.18M0.55%––
Murphy, Middleton, Hinkle & Parker, Inc.8,778$4.18M2.43%––
Evensky & Katz LLC8,759$4.17M0.46%––
GenTrust, LLC9,039$4.15M0.39%––
Pettinga Financial Advisors, LLC8,682$4.13M1.20%––
Harbour Investments, Inc.8,471$4.03M0.15%––
Harvest Investment Services, LLC8,447$4.02M1.81%––
Badgley Phelps & Bell Inc8,421$4.01M0.17%––
Select Equity Group, L.P.8,409$4.00M0.01%––
Beacon Pointe Advisors, LLC8,377$3.99M0.25%––
Bank of the West8,299$3.95M0.44%––
ARS Investment Partners, LLC8,285$3.94M0.46%––
Court Place Advisors, LLC8,273$3.94M1.22%––
Taylor, Cottrill, Erickson & Associates, Inc.8,251$3.93M0.60%––
Stephenson National Bank & Trust8,123$3.87M2.68%––
Moloney Securities Asset Management, LLC8,078$3.85M0.76%––
CIBC Private Wealth Group, LLC7,999$3.81M0.01%––
Davis R M Inc7,915$3.77M0.10%––
Silvercrest Asset Management Group LLC7,896$3.76M0.03%––
Madison Asset Management, LLC7,845$3.73M0.05%––
CMG Global Holdings, LLC7,826$3.73M3.23%––
Resonant Capital Advisors, LLC7,770$3.71M0.76%––
Keybank National Association7,382$3.51M0.02%––
Wetherby Asset Management Inc7,367$3.51M0.27%––
First Heartland Consultants, Inc.7,300$3.48M0.55%––
Rhumbline Advisers7,230$3.44M0.00%––
Salomon & Ludwin, LLC7,203$3.43M0.58%––
Bay Rivers Group7,202$3.43M2.67%––
Newport Capital Group, LLC7,085$3.37M2.81%––
Carlton Hofferkamp & Jenks Wealth Management, LLC6,664$3.35M1.49%––