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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
Rockland Trust Co3,926$1.87M0.13%––
Fiduciary Trust Co3,925$1.87M0.04%––
Moneta Group Investment Advisors LLC3,920$1.87M0.10%––
Horizon Investments, LLC3,913$1.86M0.07%––
Leavell Investment Management, Inc.3,881$1.85M0.15%––
Coyle Financial Counsel LLC3,836$1.83M1.27%––
Kings Point Capital Management3,829$1.82M0.18%––
Keeley-Teton Advisors, LLC3,823$1.82M0.19%––
Colony Group LLC3,807$1.81M0.04%––
ZWJ Investment Counsel Inc3,791$1.80M0.11%––
Haverford Trust Co3,772$1.80M0.02%––
EP Wealth Advisors, LLC3,765$1.79M0.06%––
TSFG, LLC3,734$1.78M0.90%––
Freestone Capital Holdings, LLC3,724$1.77M0.10%––
Merit Financial Group, LLC3,712$1.77M0.18%––
Moody Lynn & Lieberson, LLC3,671$1.75M0.15%––
Midwest Professional Planners, LTD.8,252$1.75M1.76%––
Pinnacle Family Advisors, LLC3,625$1.73M0.91%––
Change Path, LLC3,603$1.72M0.13%––
XML Financial, LLC3,598$1.71M0.42%––
Osborne Partners Capital Management, LLC3,581$1.71M0.16%––
TruWealth Advisors, LLC3,581$1.71M0.23%––
InTrack Investment Management Inc3,556$1.69M1.55%––
Mathes Company, Inc.3,550$1.69M0.65%––
Bremer Bank National Association3,486$1.66M0.38%––
StoneX Group Inc.3,464$1.65M0.30%––
Tennessee Valley Asset Management Partners3,460$1.65M0.42%––
NorthRock Partners, LLC3,452$1.64M0.15%––
Proficio Capital Partners LLC3,415$1.63M0.21%––
WealthBridge Capital Management, LLC3,414$1.63M0.66%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,399$1.62M0.02%––
McKinley Carter Wealth Services, Inc.3,393$1.61M0.14%––
Capital Planning Advisors, LLC3,375$1.61M0.36%––
Regions Financial Corp3,344$1.59M0.01%––
Texas Capital Bank Wealth Management Services Inc3,324$1.58M0.23%––
Paradigm, Strategies in Wealth Management, LLC3,323$1.58M1.53%––
North Star Investment Management Corp.3,313$1.58M0.15%––
Sawgrass Asset Management LLC3,302$1.57M0.13%––
Aldebaran Financial Inc.3,272$1.56M1.47%––
Choate Investment Advisors3,263$1.55M0.10%––
Apollon Wealth Management, LLC3,255$1.55M0.30%––
Meridian Investment Counsel Inc.3,231$1.54M0.59%––
National Asset Management, Inc.3,306$1.54M0.05%––
Howland Capital Management LLC3,218$1.53M0.09%––
Laird Norton Trust Company, LLC3,633$1.52M0.17%––
Greystone Financial Group, LLC3,085$1.52M0.39%––
United Bank3,189$1.52M0.21%––
Putnam Investments LLC3,185$1.52M0.00%––
Quest Capital Management Inc3,132$1.49M0.32%––
Stephens Inc3,103$1.48M0.02%––
Rinet Co LLC3,097$1.47M0.30%––
Middleton & Co Inc3,091$1.47M0.17%––
Aspiriant, LLC3,079$1.47M0.09%––
Fieldpoint Private Securities, LLC3,063$1.46M0.34%––
Perigon Wealth Management, LLC3,054$1.45M0.15%––
Johnson Financial Group, Inc.3,016$1.44M0.10%––
Baker Avenue Asset Management, LP2,964$1.41M0.09%––
Woodstock Corp2,952$1.41M0.18%––
Oxford Financial Group Ltd2,907$1.38M0.19%––
SOL Capital Management CO2,900$1.38M0.29%––
Lyell Wealth Management, LP2,886$1.38M0.20%––
Montecito Bank & Trust2,883$1.37M0.28%––
Marble Harbor Investment Counsel, LLC2,800$1.33M0.18%––
HBK Sorce Advisory LLC2,789$1.33M0.08%––
CIBC World Markets Inc.2,781$1.32M0.00%––
Hardy Reed LLC2,775$1.32M0.25%––
Dowling & Yahnke LLC2,738$1.30M0.09%––
Beaumont Financial Partners, LLC2,711$1.29M0.11%––
Hall Kathryn A.2,698$1.28M0.42%––
Balyasny Asset Management LLC2,686$1.28M0.01%––
Dorsey & Whitney Trust CO LLC2,668$1.27M0.13%––
Wesbanco Bank Inc2,664$1.27M0.05%––
Stratos Wealth Partners, LTD.2,660$1.27M0.04%––
Ameritas Investment Company, LLC2,650$1.26M0.11%––
Granite Investment Advisors, LLC2,617$1.25M0.21%––
Lenox Wealth Advisors, LLC2,607$1.24M0.17%––
Bank of Nova Scotia2,500$1.19M0.00%––
International Assets Investment Management, LLC2,636$1.18M0.11%––
Encompass Wealth Advisors, LLC2,370$1.18M0.30%––
Gamble Jones Investment Counsel2,464$1.17M0.08%––
Sigma Investment Counselors Inc2,452$1.17M0.09%––
GM Advisory Group, Inc.2,444$1.16M0.14%––
Tiedemann Advisors, LLC2,431$1.16M0.05%––
Parsons Capital Management Inc2,396$1.14M0.09%––
First National Bank of Mount Dora, Trust Investment Services2,388$1.14M0.40%––
Sullivan, Bruyette, Speros & Blaney, LLC2,373$1.13M0.05%––
GFS Advisors, LLC2,368$1.13M0.26%––
Connolly Sarah T.2,342$1.11M0.99%––
Hoover Financial Advisors, Inc.2,251$1.11M0.21%––
Howe & Rusling Inc2,319$1.10M0.15%––
Providence First Trust Co2,307$1.10M0.54%––
CPWM, LLC2,286$1.09M0.09%––
Glassman Wealth Services2,256$1.07M0.23%––
Legacy Wealth Management, LLC2,250$1.07M0.65%––
D.A. Davidson & Co.2,180$1.04M0.01%––
Summit Trail Advisors, LLC2,176$1.04M0.11%––
Frank, Rimerman Advisors LLC2,164$1.03M0.46%––
Keebeck Alpha, LP2,159$1.03M0.44%––
Shufro Rose & Co LLC2,139$1.02M0.08%––
Parallax Volatility Advisers, L.P.2,136$1.02M0.01%––