Skip to main content

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
Platte River Wealth Advisors, LLC585$283.0K0.12%––
Wilbanks Smith & Thomas Asset Management LLC589$280.0K0.01%––
Cary Street Partners Asset Management LLC588$280.0K0.07%––
Resources Management Corp586$279.0K0.04%––
Gillespie Robinson & Grimm Inc587$279.0K0.03%––
YHB Investment Advisors, Inc.560$278.0K0.02%––
Endurance Wealth Management, Inc.585$278.0K0.03%––
Strategic Wealth Partners Group LLC582$277.0K0.06%––
Buffington Mohr McNeal578$275.0K0.06%––
Wiley Bros.-Aintree Capital, LLC575$274.0K0.20%––
V Wealth Advisors LLC574$274.0K0.05%––
TrinityPoint Wealth, LLC576$274.0K0.06%––
Harbor Financial Services, LLC572$272.0K0.13%––
Birch Hill Investment Advisors LLC571$272.0K0.02%––
Pachira Investments Inc.570$271.0K0.20%––
Summit Asset Management, LLC568$270.0K0.09%––
Isthmus Partners, LLC565$269.0K0.05%––
Zevin Asset Management LLC563$268.0K0.06%––
Websterrogers Financial Advisors, LLC563$268.0K0.07%––
Zacks Investment Management561$267.0K0.00%––
Patriot Financial Group Insurance Agency, LLC561$267.0K0.06%––
Scotia Capital Inc.559$266.0K0.00%––
Southland Equity Partners LLC558$265.6K0.15%––
Octavia Wealth Advisors, LLC555$265.0K0.08%––
Snowden Capital Advisors LLC555$264.2K0.02%––
Wimmer Associates 1, LLC554$264.0K0.14%––
Federation des caisses Desjardins du Quebec554$263.7K0.00%––
Soundmark Wealth Management, LLC553$263.0K0.14%––
Echo Wealth Management, LLC552$263.0K0.33%––
PFS Investments Inc.551$262.0K0.01%––
EagleClaw Capital Managment, LLC550$262.0K0.08%––
Cornercap Investment Counsel Inc548$261.0K0.03%––
Tradition Wealth Management, LLC549$261.0K0.05%––
AlphaStar Capital Management, LLC545$260.0K0.04%––
Verdence Capital Advisors LLC545$259.0K0.04%––
Walled Lake Planning & Wealth Management, LLC541$258.0K0.18%––
Tarbox Family Office, Inc.537$256.0K0.05%––
Lake Street Advisors Group, LLC538$256.0K0.02%––
Jackson Hole Capital Partners, LLC533$254.0K0.10%––
Ellis Investment Partners, LLC531$253.0K0.07%––
J. W. Coons Advisors, LLC526$251.0K0.09%––
MBL Wealth, LLC527$251.0K0.09%––
Rodgers & Associates, LTD527$251.0K0.04%––
Burt Wealth Advisors525$250.0K0.09%––
Edmonds Duncan Registered Investment Advisors, LLC526$250.0K0.08%––
Summit Place Financial Advisors, LLC525$250.0K0.20%––
Smith Chas P & Associates Pa Cpas523$249.0K0.02%––
Cary Street Partner Investment Advisory LLC523$249.0K0.10%––
Flagship Harbor Advisors, LLC520$248.0K0.03%––
Ledyard National Bank519$247.0K0.03%––
TD Private Client Wealth LLC512$243.7K0.01%––
Laidlaw Wealth Management LLC510$243.0K0.08%––
KWMG, LLC508$242.0K0.04%––
Bedel Financial Consulting, Inc.507$241.0K0.09%––
FundX Investment Group, LLC505$240.0K0.14%––
Trustcore Financial Services, LLC504$240.0K0.03%––
Capital One Financial Corp503$239.0K0.03%––
Clear Perspective Advisors, LLC503$239.0K0.09%––
Foster Dykema Cabot & Co Inc500$238.0K0.03%––
Hanson & Doremus Investment Management500$238.0K0.06%––
Hochman Cole Investment Advisors, Inc.500$238.0K0.10%––
Carlson Capital Management500$238.0K0.04%––
Fusion Family Wealth LLC500$238.0K0.04%––
PAX Financial Group, LLC500$238.0K0.07%––
Means Investment Co., Inc.497$237.0K0.05%––
Congress Asset Management Co498$237.0K0.00%––
Level Four Advisory Services, LLC498$237.0K0.02%––
Heritage Trust Co496$236.0K0.04%––
Concentric Wealth Management, LLC494$235.0K0.08%––
Virtue Capital Management, LLC494$235.0K0.06%––
Arlington Partners LLC489$233.0K0.09%––
Foundations Investment Advisors, LLC483$233.0K0.01%––
Thomas Story & Son LLC485$231.0K0.09%––
Golden State Wealth Management, LLC487$231.0K0.08%––
Integrated Wealth Concepts LLC475$226.0K0.01%––
Capital Asset Advisory Services LLC472$225.0K0.03%––
Lesa Sroufe & Co470$224.0K0.25%––
World Asset Management Inc450$223.0K0.02%––
Landsberg, Bennett, & Dubbaneh LLC462$223.0K0.03%––
Emery Howard Portfolio Management, Inc.466$222.0K0.04%––
Gryphon Financial Partners LLC466$222.0K0.05%––
Wambolt & Associates, LLC460$222.0K0.12%––
Pioneer Trust Bank N A459$219.0K0.06%––
Ellsworth Advisors, LLC459$219.0K0.13%––
Bangor Savings Bank457$218.0K0.03%––
Brinker Capital Investments, LLC449$214.0K0.00%––
GSB Wealth Management, LLC450$214.0K0.07%––
Exeter Financial, LLC450$214.0K0.13%––
Laurel Wealth Advisors LLC448$213.0K0.05%––
Visionary Wealth Advisors447$213.0K0.02%––
Focus Financial Network, Inc.445$212.2K0.02%––
Sawtooth Solutions, LLC445$212.0K0.05%––
BerganKDV Wealth Management, LLC444$211.0K0.03%––
We Are One Seven, LLC445$211.0K0.04%––
Oder Investment Management, LLC443$211.0K0.29%––
Plotkin Financial Advisors, LLC440$209.5K0.13%––
Pictet & Cie (Europe) SA439$209.0K0.01%––
Woodmont Investment Counsel LLC439$209.0K0.04%––
Voya Financial Advisors, Inc.439$209.0K0.01%––
Harbor Investment Advisory, LLC438$209.0K0.03%––