SPDR S&P Midcap 400 ETF Trust

MDY

Exchange: NYSE
SEC CIK: 0000936958

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $12.3B

Institutions holding MDY and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,542	$17.3B
Q1 2026	1,455	$15.3B
Q4 2025	1,438	$15.3B
Q3 2025	1,369	$15.0B
Q2 2025	1,351	$14.2B
Q1 2025	1,361	$13.4B
Q4 2024	1,409	$15.1B
Q3 2024	1,319	$14.1B
Q2 2024	1,293	$13.2B
Q1 2024	1,297	$13.9B
Q4 2023	1,235	$13.9B
Q3 2023	1,159	$12.5B
Q2 2023	1,155	$11.9B
Q1 2023	1,137	$11.3B
Q4 2022	1,147	$11.1B
Q3 2022	1,052	$9.54B
Q2 2022	1,040	$10.1B
Q1 2022	1,101	$12.2B
Q4 2021	1,127	$13.7B
Q3 2021	1,023	$12.4B
Q2 2021	1,037	$12.8B
Q1 2021	1,026	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Oppenheimer & Co Inc	7,014	$3.34M	0.07%	–	–
Segall Bryant & Hamill, LLC	7,000	$3.33M	0.03%	–	–
Novak Financial Planning, LLC	6,972	$3.32M	1.82%	–	–
St. Johns Investment Management Company, LLC	6,829	$3.25M	1.87%	–	–
Ballentine Partners, LLC	6,805	$3.24M	0.12%	–	–
Summit Wealth Partners, LLC	6,791	$3.23M	0.83%	–	–
Allworth Financial LP	6,701	$3.19M	0.07%	–	–
Personal Wealth Partners	6,694	$3.19M	1.44%	–	–
Bristlecone Advisors, LLC	6,684	$3.18M	0.48%	–	–
Meridian Wealth Management, LLC	6,683	$3.18M	0.46%	–	–
Glen Eagle Advisors, LLC	6,675	$3.18M	1.11%	–	–
Disciplined Investments, LLC	6,661	$3.17M	1.87%	–	–
Gould Asset Management LLC	6,561	$3.12M	0.95%	–	–
Northstar Asset Management LLC	6,475	$3.08M	0.88%	–	–
Intercontinental Wealth Advisors, LLC	6,474	$3.08M	0.67%	–	–
Spotlight Asset Group, Inc.	6,463	$3.08M	1.16%	–	–
Naples Global Advisors, LLC	6,453	$3.07M	0.47%	–	–
Courier Capital LLC	6,411	$3.05M	0.31%	–	–
Keystone Financial Group	6,313	$3.00M	0.59%	–	–
Sepio Capital, LP	6,300	$3.00M	0.28%	–	–
West Paces Advisors Inc.	6,287	$2.99M	1.20%	–	–
Advisory Services Network, LLC	6,275	$2.99M	0.11%	–	–
Baron Financial Group, LLC	6,270	$2.98M	2.06%	–	–
Pegasus Asset Management, Inc.	6,240	$2.97M	1.51%	–	–
Private Asset Management Inc	6,195	$2.95M	0.41%	–	–
Benchmark Financial Wealth Advisors, LLC	6,149	$2.93M	1.60%	–	–
Wealthcare Advisory Partners LLC	6,122	$2.92M	0.21%	–	–
Charter Research & Investment Group, Inc.	6,102	$2.90M	2.54%	–	–
Merriman Wealth Management, LLC	6,029	$2.87M	0.33%	–	–
JMG Financial Group, Ltd.	6,021	$2.87M	0.18%	–	–
J.W. Cole Advisors, Inc.	5,925	$2.82M	0.27%	–	–
Capital Bank & Trust Co	5,912	$2.81M	0.03%	–	–
Spire Wealth Management	5,786	$2.76M	0.07%	–	–
Asset Management Group, Inc.	5,684	$2.71M	0.59%	–	–
Founders Financial Securities LLC	5,664	$2.70M	0.62%	–	–
High Falls Advisors, Inc	5,660	$2.69M	0.77%	–	–
Whalerock Point Partners, LLC	5,645	$2.69M	1.18%	–	–
Element Wealth, LLC	5,622	$2.68M	2.23%	–	–
Northwest Bancshares, Inc.	5,621	$2.67M	0.63%	–	–
Shoker Investment Counsel, Inc.	5,618	$2.67M	1.40%	–	–
Regents of the University of California	5,600	$2.67M	0.35%	–	–
Deutsche Bank AG	5,555	$2.64M	0.00%	–	–
Eldridge Investment Advisors, Inc.	5,531	$2.63M	1.02%	–	–
Port Capital LLC	5,504	$2.62M	0.15%	–	–
Winthrop Advisory Group LLC	5,476	$2.61M	0.64%	–	–
Lido Advisors, LLC	5,454	$2.60M	0.08%	–	–
Centaurus Financial, Inc.	5,450	$2.60M	0.26%	–	–
Cambridge Trust Co	5,441	$2.59M	0.11%	–	–
American Institute for Advanced Investment Management, LLP	5,291	$2.52M	1.92%	–	–
Mercer Global Advisors Inc	5,278	$2.51M	0.02%	–	–
Toroso Investments, LLC	5,220	$2.48M	0.12%	–	–
B. Riley Wealth Management, Inc.	5,212	$2.48M	0.29%	–	–
Livingston Group Asset Management CO (operating as Southport Capital Management)	5,188	$2.47M	0.65%	–	–
Matrix Asset Advisors Inc	5,185	$2.47M	0.37%	–	–
Hoylecohen, LLC	5,152	$2.45M	0.25%	–	–
PFG Advisors	5,088	$2.42M	0.31%	–	–
Gilman Hill Asset Management, LLC	5,073	$2.42M	0.67%	–	–
Penobscot Investment Management Company, Inc.	5,064	$2.41M	0.38%	–	–
Spinnaker Trust	5,037	$2.40M	0.18%	–	–
Farmers & Merchants Trust Co of Long Beach	5,022	$2.39M	0.80%	–	–
Resources Investment Advisors, LLC.	4,996	$2.38M	0.11%	–	–
Homrich & Berg	4,938	$2.35M	0.06%	–	–
Argent Trust Co	4,932	$2.35M	0.17%	–	–
Cullen/Frost Bankers, Inc.	4,919	$2.34M	0.05%	–	–
M Holdings Securities, Inc.	4,880	$2.32M	0.21%	–	–
First Citizens Bank & Trust Co	4,858	$2.31M	0.11%	–	–
Financial Architects, Inc	4,805	$2.29M	0.36%	–	–
Calton & Associates, Inc.	4,773	$2.27M	0.44%	–	–
Hudson Valley Investment Advisors Inc	4,742	$2.26M	0.40%	–	–
Sage Financial Management Group, Inc.	4,735	$2.25M	1.74%	–	–
Avalon Investment & Advisory	4,680	$2.23M	0.05%	–	–
CWM, LLC	4,524	$2.22M	0.02%	–	–
Tiemann Investment Advisors, LLC	4,612	$2.20M	1.09%	–	–
Coastline Trust Co	4,606	$2.19M	0.28%	–	–
LeJeune Puetz Investment Counsel LLC	4,564	$2.17M	0.85%	–	–
Kelman-Lazarov, Inc.	4,545	$2.16M	0.77%	–	–
Davidson Trust Co	4,538	$2.16M	1.81%	–	–
Element Pointe Advisors, LLC	4,500	$2.14M	0.72%	–	–
Global Retirement Partners, LLC	4,470	$2.13M	0.25%	–	–
Braun Stacey Associates Inc	4,410	$2.10M	0.09%	–	–
Rosenblum Silverman Sutton S F Inc	4,381	$2.08M	0.53%	–	–
Spectrum Management Group, LLC	4,343	$2.07M	0.41%	–	–
Cambridge Associates LLC	4,339	$2.07M	0.16%	–	–
Nwam LLC	4,336	$2.06M	0.21%	–	–
Harbor Advisory Corp	4,277	$2.04M	0.81%	–	–
Cambridge Advisors Inc.	4,274	$2.04M	0.52%	–	–
Capital Advisory Group Advisory Services, LLC	4,247	$2.02M	0.79%	–	–
Salem Investment Counselors Inc	4,232	$2.02M	0.12%	–	–
Lowe Wealth Advisors, LLC	4,218	$2.01M	1.01%	–	–
New England Private Wealth Advisors LLC	4,208	$2.00M	0.35%	–	–
AXA S.A.	4,193	$1.99M	0.01%	–	–
Northern Oak Wealth Management Inc	4,185	$1.99M	0.26%	–	–
Sax Wealth Advisors, LLC	4,181	$1.99M	0.73%	–	–
Wade G W & Inc	4,171	$1.99M	0.11%	–	–
Cresset Asset Management, LLC	4,131	$1.97M	0.03%	–	–
Measured Wealth Private Client Group, LLC	4,088	$1.95M	0.69%	–	–
Maryland Capital Management	4,075	$1.94M	0.13%	–	–
BBVA USA Bancshares, Inc.	4,024	$1.92M	0.09%	–	–
SOA Wealth Advisors, LLC.	4,009	$1.91M	0.53%	–	–
Wunderlich Capital Managemnt	3,963	$1.89M	1.03%	–	–