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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
Citizens Business Bank815$388.0K0.05%––
Retirement Planning Group807$384.0K0.05%––
Simon Quick Advisors, LLC808$384.0K0.11%––
Enterprise Financial Services Corp804$383.0K0.07%––
Coldstream Capital Management Inc804$383.0K0.02%––
Glenview Trust Co805$383.0K0.02%––
Baugh & Associates, LLC803$382.0K0.25%––
Cohen Klingenstein LLC800$381.0K0.02%––
LS Investment Advisors, LLC801$381.0K0.02%––
Meeder Asset Management Inc791$377.0K0.02%––
Smart Portfolios, LLC791$377.0K0.32%––
Eagle Global Advisors LLC785$374.0K0.03%––
Quantbot Technologies LP786$374.0K0.04%––
Advisory Alpha, LLC784$374.0K0.04%––
John W. Brooker & Co., CPAs782$372.0K0.23%––
Capital Advisors, Ltd. LLC780$371.0K0.07%––
Janney Capital Management LLC767$365.0K0.02%––
Newport Wealth Strategies, Inc.767$365.0K0.23%––
True Link Financial Advisors, LLC766$365.0K0.05%––
Rikoon Group, LLC760$362.0K0.10%––
Paradigm Financial Partners, LLC760$362.0K0.10%––
ICW Investment Advisors LLC761$362.0K0.25%––
S.A. Mason LLC760$362.0K0.27%––
Howard Capital Management Group, LLC760$362.0K0.04%––
Trust Co of Vermont758$361.0K0.03%––
BSW Wealth Partners756$360.0K0.10%––
Jennison Associates LLC744$354.0K0.00%––
Fulton Breakefield Broenniman LLC745$354.0K0.03%––
Capital Investment Advisory Services, LLC739$352.0K0.05%––
Orion Capital Management LLC740$352.0K0.25%––
55I, LLC738$351.0K0.02%––
Private Capital Group, LLC734$350.0K0.09%––
Private Capital Management LLC735$350.0K0.19%––
Cadinha & Co LLC733$349.0K0.05%––
Avantax Planning Partners, Inc.733$349.0K0.02%––
First National Trust Co734$349.0K0.02%––
Novare Capital Management LLC728$347.0K0.04%––
Gladstone Institutional Advisory LLC726$346.0K0.05%––
Flagship Private Wealth, LLC711$345.6K0.29%––
Orrstown Financial Services Inc716$345.0K0.49%––
Clarkston Capital Partners, LLC725$345.0K0.01%––
US Financial Advisors, LLC725$345.0K0.10%––
McIlrath & Eck, LLC725$345.0K0.12%––
Paulson Wealth Management Inc.699$344.0K0.17%––
Ieq Capital, LLC719$342.0K0.01%––
Stock Yards Bank & Trust Co717$341.0K0.02%––
Beach Investment Counsel Inc710$338.0K0.03%––
Financial Engines Advisors L.L.C.703$335.0K0.00%––
Spears Abacus Advisors LLC701$334.0K0.03%––
Almanack Investment Partners, LLC.700$334.0K0.03%––
Baldrige Asset Management LLC700$333.0K0.18%––
Journey Advisory Group, LLC700$333.0K0.12%––
Carret Asset Management, LLC694$330.0K0.04%––
First Midwest Bank Trust Division693$330.0K0.05%––
Front Street Capital Management, Inc.694$330.0K0.06%––
Clearwater Capital Advisors, LLC691$329.0K0.04%––
Marshall Wace, LLP683$325.0K0.00%––
Crestwood Advisors Group LLC683$325.0K0.01%––
Laurel Wealth Advisors, Inc.681$324.0K0.05%––
Morris Retirement Advisors, LLC680$324.0K0.31%––
Brand Asset Management Group, Inc.679$323.0K0.16%––
ACG Wealth673$321.0K0.04%––
Trust Co675$321.0K0.23%––
Norway Savings Bank675$321.0K0.17%––
Summit X, LLC669$319.0K0.09%––
Great Valley Advisor Group, Inc.661$315.0K0.03%––
TFG Advisers LLC661$315.0K0.16%––
JSF Financial, LLC660$314.0K0.20%––
Hilltop Holdings Inc.657$313.0K0.04%––
Optimum Investment Advisors655$312.0K0.09%––
Altfest L J & Co Inc653$311.0K0.07%––
Pratt Collard Advisory Partners LLC654$311.0K0.22%––
Nichols & Pratt Advisers LLP650$310.0K0.02%––
Smithfield Trust Co650$309.0K0.02%––
Bragg Financial Advisors, Inc647$308.0K0.02%––
Financial Partners Group, Inc648$308.0K0.09%––
JFS Wealth Advisors, LLC644$307.0K0.06%––
CRA Financial Services, LLC645$307.0K0.12%––
Ancora Advisors, LLC640$305.0K0.01%––
IHT Wealth Management, LLC638$304.0K0.02%––
WBH Advisory Inc632$301.0K0.05%––
Mendel Money Management623$297.0K0.19%––
Cowa, LLC620$296.0K0.18%––
Ropes Wealth Advisors LLC597$295.0K0.05%––
Valeo Financial Advisors, LLC616$293.0K0.01%––
Paragon Capital Management LLC582$291.0K0.15%––
Keeler Thomas Management LLC611$291.0K0.15%––
Intrua Financial, LLC579$291.0K0.07%––
First Horizon Corp610$290.0K0.03%––
NEXT Financial Group, Inc606$289.0K0.03%––
Sanford Advisory Services, LLC607$289.0K0.08%––
Wintrust Investments LLC605$288.0K0.03%––
Shaker Investments LLC604$287.0K0.14%––
Investment Partners, Ltd.603$287.0K0.14%––
SPC Financial, Inc.600$286.0K0.04%––
Pinnacle Bancorp, Inc.600$286.0K0.14%––
TriaGen Wealth Management LLC600$286.0K0.16%––
BKD Wealth Advisors, LLC598$285.0K0.01%––
Security National Bank599$285.0K0.08%––
Diversified Trust Co594$283.0K0.01%––