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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
Chevy Chase Trust Holdings, Inc.1,289$614.0K0.00%––
Integrated Advisors Network LLC1,286$612.0K0.06%––
Essex Financial Services, Inc.1,276$607.0K0.11%––
Wealth Advisors, Inc.1,249$607.0K0.24%––
Security National Trust Co1,270$605.0K0.14%––
Western Wealth Management, LLC1,269$604.0K0.08%––
Sheaff Brock Investment Advisors, LLC1,259$599.0K0.06%––
San Francisco Sentry Investment Group (Ca)1,247$594.0K0.25%––
M. Kraus & Co1,244$592.0K0.23%––
Appleton Partners Inc1,225$583.0K0.05%––
Roberts Glore & Co Inc1,216$579.0K0.18%––
SevenBridge Financial Group, LLC1,217$579.0K0.21%––
Moors & Cabot, Inc.1,211$577.0K0.04%––
Dohj, LLC1,210$576.0K0.34%––
Sequoia Financial Advisors, LLC1,207$574.0K0.02%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,195$569.0K0.05%––
Rossmore Private Capital1,195$569.0K0.11%––
Altium Wealth Management LLC1,196$569.0K0.05%––
Single Point Partners, LLC1,167$563.0K0.21%––
Fagan Associates, Inc.1,180$562.0K0.13%––
Kanawha Capital Management LLC1,175$559.0K0.05%––
JNBA Financial Advisors1,175$559.0K0.08%––
Thrivent Financial for Lutherans1,172$558.0K0.00%––
Newman Dignan & Sheerar, Inc.1,156$550.0K0.21%––
Evoke Wealth, LLC1,148$548.0K0.02%––
Long Road Investment Counsel, LLC1,145$545.0K0.25%––
Financial Advocates Investment Management1,138$542.0K0.04%––
Trillium Asset Management, LLC1,125$535.0K0.02%––
O'Brien Greene & Co. Inc1,122$534.0K0.21%––
Charter Trust Co1,118$532.0K0.05%––
Bickling Financial Services, Inc.1,101$524.0K0.26%––
Jasper Ridge Partners, L.P.1,095$521.0K0.02%––
Ten Capital Wealth Advisors, LLC1,090$518.0K0.13%––
Sageworth Trust Co1,073$511.0K0.04%––
Plante Moran Financial Advisors, LLC1,062$505.0K0.14%––
Lakeview Capital Partners, LLC1,054$502.0K0.22%––
ProVise Management Group, LLC1,052$501.0K0.05%––
Steel Peak Wealth Management LLC1,053$501.0K0.04%––
Kestra Private Wealth Services, LLC1,048$499.0K0.03%––
Financial Advisory Service, Inc.1,044$497.0K0.05%––
First Pacific Financial1,029$490.0K0.31%––
Private Ocean, LLC1,021$486.0K0.09%––
Exencial Wealth Advisors, LLC1,016$483.0K0.03%––
Old Second National Bank of Aurora1,011$481.0K0.13%––
20/20 Capital Management, Inc.1,010$481.0K0.14%––
Vishria Bird Financial Group, LLC1,001$477.0K0.26%––
Rathbone Brothers plc1,000$476.0K0.01%––
Marquette Asset Management, LLC1,000$476.0K0.11%––
Savant Capital, LLC999$476.0K0.03%––
Roble, Belko & Company, Inc994$473.0K0.11%––
Edmond de Rothschild Holding S.A.994$473.0K0.01%––
Ashford Capital Management Inc989$471.0K0.04%––
Premier Asset Management LLC988$470.0K0.08%––
BlueSky Wealth Advisors, LLC962$470.0K0.11%––
Quadrant Private Wealth Management, LLC984$468.0K0.20%––
New England Investment & Retirement Group, Inc.959$457.0K0.11%––
Capital Investment Advisors, LLC961$457.0K0.02%––
Aberdeen Wealth Management LLC959$457.0K0.36%––
Prime Capital Investment Advisors, LLC955$455.0K0.03%––
North Star Asset Management Inc949$452.0K0.03%––
L & S Advisors Inc946$450.0K0.05%––
Marcum Wealth, LLC944$449.0K0.07%––
Fiera Capital Corp938$447.0K0.00%––
Fulcrum Equity Management933$444.0K0.18%––
Price T Rowe Associates Inc928$442.0K0.00%––
Financial Advisory Corp928$442.0K0.38%––
River Wealth Advisors LLC929$442.0K0.08%––
Trexquant Investment LP927$441.0K0.04%––
Donaldson Capital Management, LLC924$440.0K0.02%––
Adviser Investments LLC921$439.0K0.04%––
First National Bank of Omaha921$438.0K0.02%––
Oarsman Capital, Inc.918$437.0K0.19%––
Petix & Botte Co918$437.0K0.32%––
High Probability Advisors, LLC914$436.5K0.23%––
Clarus Wealth Advisors892$434.0K0.27%––
South State Corp.910$433.0K0.04%––
Squarepoint Ops LLC904$430.0K0.00%––
Robertson Stephens Wealth Management, LLC901$430.0K0.07%––
Harborview Advisors, LLC900$428.0K0.26%––
Brighton Jones LLC891$424.0K0.03%––
Northstar Asset Management Inc887$422.3K0.13%––
CAPROCK Group, Inc.880$421.0K0.05%––
Denver Wealth Management, Inc.858$421.0K0.44%––
Lowe Brockenbrough & Co Inc882$420.0K0.04%––
Cortland Associates Inc881$419.0K0.05%––
REDW Wealth LLC878$418.0K0.14%––
Berkeley, Inc876$417.0K0.31%––
One Capital Management, LLC875$416.0K0.05%––
Kingfisher Capital LLC872$415.0K0.12%––
Ayrshire Capital Management LLC871$415.0K0.25%––
Hoese & Co LLP870$414.0K0.51%––
Waters Parkerson & Co., LLC865$412.0K0.03%––
Investment Research & Advisory Group, Inc.847$403.0K0.30%––
Peak Planning Group, LLC841$400.5K0.39%––
Bingham Osborn & Scarborough LLC841$400.0K0.03%––
Cypress Capital Management LLC832$396.0K0.05%––
Nicolet Bankshares Inc827$394.0K0.11%––
WealthPLAN Partners, LLC785$391.0K0.03%––
Signet Financial Management, LLC819$390.0K0.07%––
Seascape Capital Management818$389.0K0.22%––