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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
9258 Wealth Management, LLC2,124$1.01M0.30%––
Shapiro Capital Management LLC2,100$1.00M0.02%––
Clifford Swan Investment Counsel LLC2,091$995.0K0.04%––
Manchester Capital Management LLC2,078$989.0K0.15%––
Cozad Asset Management Inc2,070$985.0K0.16%––
Bryn Mawr Trust Co2,063$982.0K0.04%––
TCTC Holdings, LLC2,038$970.0K0.05%––
Prosperity Planning, Inc.2,030$966.0K0.69%––
Minot Wealth Management LLC2,010$957.0K0.24%––
LCNB Corp1,985$945.0K0.52%––
Frisch Financial Group, Inc.1,973$940.0K0.32%––
Hanlon Investment Management, Inc.1,924$916.0K0.20%––
Old Mission Capital LLC1,914$911.0K0.05%––
Alesco Advisors LLC1,911$910.0K0.03%––
Geneos Wealth Management Inc.1,833$910.0K0.03%––
Jacobs Levy Equity Management, Inc1,908$908.0K0.01%––
Pacific Financial Group Inc1,905$907.0K0.73%––
Joel Isaacson & Co., LLC1,901$905.0K0.08%––
Moulton Wealth Management, Inc1,855$902.0K0.68%––
First Business Financial Services, Inc.1,893$901.0K0.12%––
HM Payson & Co1,887$898.0K0.02%––
Private Wealth Group, LLC1,887$898.0K0.64%––
Eastern Bank1,881$896.0K0.05%––
Maltin Wealth Management, Inc.1,879$894.0K0.58%––
Beacon Financial Advisory LLC1,876$893.0K0.51%––
Paragon Capital Management Ltd1,843$877.0K0.45%––
White Pine Capital LLC1,841$876.0K0.28%––
Arthur M. Cohen & Associates, LLC1,808$861.0K0.20%––
Valmark Advisers, Inc.1,805$859.0K0.02%––
Rothschild Investment Corp1,790$852.0K0.07%––
Cornerstone Wealth Management, LLC1,789$852.0K0.10%––
Millennium Management LLC1,785$850.0K0.00%––
Carolinas Wealth Consulting LLC1,782$850.0K0.21%––
Duncker Streett & Co Inc1,779$847.0K0.16%––
Evanson Asset Management, LLC1,765$840.0K0.12%––
Dana Investment Advisors, Inc.1,756$836.0K0.04%––
Sowell Financial Services LLC1,672$835.0K0.03%––
Neumann Capital Management, LLC1,750$833.0K0.40%––
Lynch & Associates1,747$832.0K0.22%––
tru Independence LLC1,745$831.0K0.16%––
Nicollet Investment Management, Inc.1,722$820.0K0.36%––
Cadence Bank NA1,718$818.0K0.26%––
Mid Atlantic Financial Management Inc1,700$810.0K0.06%––
Hayden Royal, LLC1,690$806.0K0.46%––
Swaine & Leidel Wealth Services, LLC1,682$801.0K0.52%––
Mirabella Financial Services LLP1,680$800.0K0.25%––
Greenleaf Trust1,675$797.0K0.01%––
Two Sigma Securities, LLC1,659$790.0K0.18%––
Arkadios Wealth Advisors1,655$788.0K0.13%––
Great Lakes Advisors, LLC1,642$782.0K0.01%––
Wedbush Securities Inc1,639$780.0K0.04%––
Vista Wealth Management Group, LLC1,634$778.0K0.35%––
Legacy Private Trust Co.1,631$776.0K0.07%––
Summit Financial Wealth Advisors, LLC1,844$774.0K0.20%––
Orgel Wealth Management, LLC1,623$773.0K0.11%––
Truepoint, Inc.1,615$769.0K0.05%––
Hohimer Wealth Management, LLC1,612$767.0K0.19%––
Berger Financial Group, Inc1,611$767.0K0.17%––
Aspen Investment Management Inc1,603$763.0K0.43%––
Group One Trading, L.P.1,600$762.0K0.02%––
Seelaus Asset Management LLC1,582$753.0K0.48%––
Baystate Wealth Management LLC1,576$750.0K0.08%––
Jackson Wealth Management, LLC1,574$749.0K0.11%––
Ziegler Capital Management, LLC1,568$746.0K0.02%––
Vista Investment Management1,558$742.0K0.46%––
Neuberger Berman Group LLC1,551$738.0K0.00%––
Holistic Financial Partners1,549$737.0K0.49%––
Kingsview Wealth Management, LLC1,527$737.0K0.04%––
ING Groep NV1,534$730.0K0.02%––
Samalin Investment Counsel, LLC1,534$730.0K0.49%––
Old North State Trust, LLC1,523$727.0K0.57%––
Bank of Hawaii1,510$719.0K0.04%––
Acorn Wealth Advisors, LLC1,511$719.0K0.52%––
Retirement Capital Strategies1,508$718.0K0.28%––
CCG Wealth Management, LLC1,505$716.0K0.71%––
Orion Portfolio Solutions, LLC1,504$716.0K0.03%––
Baldwin Brothers Inc1,493$711.0K0.08%––
Leisure Capital Management1,490$709.0K0.43%––
Park National Corp1,466$698.0K0.03%––
Grimes & Company, Inc.1,464$697.0K0.03%––
McGuire Investment Group, LLC1,460$695.0K0.15%––
Arcadia Investment Management Corp1,454$692.0K0.14%––
Institute for Wealth Management, LLC.1,449$690.0K0.13%––
First National Bank Sioux Falls1,445$688.0K1.22%––
HRT Financial LP1,443$686.0K0.01%––
BLB&B Advisors, LLC1,427$679.0K0.05%––
Strategic Wealth Management Group, LLC1,423$677.0K0.26%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,420$676.0K0.26%––
Hamilton Capital, LLC1,407$670.0K0.07%––
Fca Corp1,380$657.0K0.19%––
Round Rock Advisors, LLC1,377$656.0K0.52%––
HYA Advisors, Inc1,373$654.0K0.31%––
Wealth Architects, LLC1,373$653.0K0.14%––
SJA Financial Advisory, LLC1,354$645.0K0.50%––
GYL Financial Synergies, LLC1,350$643.0K0.35%––
TCF National Bank1,350$643.0K0.07%––
Procyon Private Wealth Partners, LLC1,348$642.0K0.29%––
Graypoint LLC1,340$638.0K0.10%––
Chesapeake Wealth Management1,315$626.0K0.21%––
Independent Financial Group, LLC1,312$624.4K0.08%––