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, Q2 2021
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,037
- +21 vs. Q1 2021
- Shares held
- 26.1M
- +370.6K (+1.4%) vs. Q1 2021
- Total value
- $12.8B
- +$579.0M (+4.7%) vs. Q1 2021
- New holders
- 80
- 267 more added
- Sold out
- 59
- 368 more reduced
10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,542 | $17.3B |
| Q1 2026 | 1,455 | $15.3B |
| Q4 2025 | 1,438 | $15.3B |
| Q3 2025 | 1,369 | $15.0B |
| Q2 2025 | 1,351 | $14.2B |
| Q1 2025 | 1,361 | $13.4B |
| Q4 2024 | 1,409 | $15.1B |
| Q3 2024 | 1,319 | $14.1B |
| Q2 2024 | 1,293 | $13.2B |
| Q1 2024 | 1,297 | $13.9B |
| Q4 2023 | 1,235 | $13.9B |
| Q3 2023 | 1,159 | $12.5B |
| Q2 2023 | 1,155 | $11.9B |
| Q1 2023 | 1,137 | $11.3B |
| Q4 2022 | 1,147 | $11.1B |
| Q3 2022 | 1,052 | $9.54B |
| Q2 2022 | 1,040 | $10.1B |
| Q1 2022 | 1,101 | $12.2B |
| Q4 2021 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,218,715 | $1.09B | 0.12% | −63,328−2.8% | Reduced |
| Wells Fargo & Company | 1,800,593 | $884.1M | 0.20% | −107,285−5.6% | Reduced |
| Northern Trust Corp | 1,214,977 | $596.6M | 0.11% | −14,808−1.2% | Reduced |
| US Bancorp | 1,204,570 | $591.5M | 1.11% | −23,046−1.9% | Reduced |
| Veritable, L.P. | 1,031,561 | $506.5M | 8.16% | −10,693−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 986,322 | $484.3M | 0.44% | −5,480−0.6% | Reduced |
| Morgan Stanley | 979,106 | $480.8M | 0.06% | +22,408+2.3% | Added |
| Manufacturers Life Insurance Company, The | 932,794 | $458.0M | 0.37% | +2,814+0.3% | Added |
| UBS Group AG | 722,627 | $354.8M | 0.15% | −18,766−2.5% | Reduced |
| Goldman Sachs Group Inc | 594,155 | $291.7M | 0.08% | +47,366+8.7% | Added |
| Raymond James & Associates | 507,598 | $249.2M | 0.23% | −8,963−1.7% | Reduced |
| Bank of Montreal | 453,957 | $225.4M | 0.12% | +436,401+2,485.8% | Added |
| Citigroup Inc | 416,094 | $204.3M | 0.18% | +191,400+85.2% | Added |
| Royal Bank of Canada | 403,440 | $198.1M | 0.06% | −292,131−42.0% | Reduced |
| BNP Paribas Arbitrage, SA | 313,451 | $153.9M | 0.30% | +61,117+24.2% | Added |
| Arvest Bank Trust Division | 308,285 | $151.4M | 8.34% | −8,537−2.7% | Reduced |
| Resource Management, LLC | 267,922 | $131.6M | 15.06% | −7,490−2.7% | Reduced |
| Conservest Capital Advisors, Inc. | 230,280 | $113.1M | 12.77% | +1140.0% | Added |
| Bank of New York Mellon Corp | 222,842 | $109.4M | 0.02% | −21,269−8.7% | Reduced |
| First Republic Investment Management, Inc. | 206,775 | $101.5M | 0.26% | +19,736+10.6% | Added |
| MAI Capital Management | 187,863 | $92.2M | 1.85% | +5,922+3.3% | Added |
| JPMorgan Chase & Co | 180,684 | $88.7M | 0.01% | +12,447+7.4% | Added |
| Whittier Trust Co | 167,281 | $82.1M | 1.46% | +2,922+1.8% | Added |
| LPL Financial LLC | 164,728 | $80.9M | 0.08% | −6,025−3.5% | Reduced |
| Ameriprise Financial Inc | 149,822 | $73.5M | 0.02% | +10,276+7.4% | Added |
| Welch & Forbes LLC | 146,537 | $72.0M | 1.22% | +3,369+2.4% | Added |
| SG Americas Securities, LLC | 142,864 | $70.1M | 0.36% | +78,546+122.1% | Added |
| Brown Advisory Inc | 140,818 | $69.1M | 0.10% | −787−0.6% | Reduced |
| Barclays PLC | 133,671 | $65.6M | 0.05% | +2,169+1.6% | Added |
| Alliancebernstein L.P. | 131,896 | $64.8M | 0.03% | −14,277−9.8% | Reduced |
| Waddell & Associates, LLC | 125,449 | $61.6M | 10.65% | +711+0.6% | Added |
| Creative Planning | 122,225 | $60.0M | 0.11% | +4,149+3.5% | Added |
| HighTower Advisors, LLC | 122,018 | $59.9M | 0.17% | −1,909−1.5% | Reduced |
| FineMark National Bank & Trust | 121,633 | $59.7M | 2.43% | −5,252−4.1% | Reduced |
| Montag A & Associates Inc | 121,485 | $59.6M | 3.17% | −1,699−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 120,075 | $59.0M | 0.11% | +2,815+2.4% | Added |
| State Street Corp | 114,540 | $56.3M | 0.00% | −3,266−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 111,691 | $54.8M | 0.11% | +4,392+4.1% | Added |
| Eaton Vance Management | 109,633 | $53.8M | 0.07% | +1,655+1.5% | Added |
| Sandy Spring Bank | 108,698 | $53.4M | 2.83% | −316−0.3% | Reduced |
| Barber Financial Group, Inc. | 106,532 | $52.3M | 7.11% | +4,548+4.5% | Added |
| Conning Inc. | 104,135 | $51.1M | 1.48% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 100,042 | $49.1M | 7.45% | +1,218+1.2% | Added |
| Truist Financial Corp | 96,727 | $47.5M | 0.08% | +1,510+1.6% | Added |
| Advisor Group Holdings, Inc. | 91,913 | $45.2M | 0.10% | +1,844+2.0% | Added |
| Commonwealth Equity Services, LLC | 89,958 | $44.2M | 0.11% | −931−1.0% | Reduced |
| Portland Global Advisors LLC | 88,404 | $43.4M | 8.42% | −1,969−2.2% | Reduced |
| Washington Trust Co | 86,772 | $42.6M | 1.20% | +6,415+8.0% | Added |
| First Hawaiian Bank | 86,753 | $42.6M | 1.77% | +725+0.8% | Added |
| Victory Capital Management Inc | 83,335 | $40.9M | 0.04% | +8,298+11.1% | Added |
| Citizens Financial Group Inc | 79,287 | $38.9M | 1.69% | −1,166−1.4% | Reduced |
| Credit Suisse AG | 77,462 | $38.0M | 0.03% | +9,858+14.6% | Added |
| Henshaw Capital LLC | 75,150 | $36.9M | 2.32% | 00.0% | Unchanged |
| Financial Counselors Inc | 75,009 | $36.8M | 0.80% | +208+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 75,000 | $36.8M | 0.08% | −25,000−25.0% | Reduced |
| Hyman Charles D | 73,998 | $36.3M | 2.54% | −558−0.7% | Reduced |
| Pinnacle Associates Ltd | 73,924 | $36.3M | 0.66% | −526−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 70,494 | $34.6M | 0.09% | +22,826+47.9% | Added |
| Peapack Gladstone Financial Corp | 69,426 | $34.1M | 0.82% | −660−0.9% | Reduced |
| Mariner, LLC | 67,572 | $33.2M | 0.21% | −2,569−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,368 | $33.1M | 1.38% | +712+1.1% | Added |
| Envestnet Asset Management Inc | 65,171 | $32.0M | 0.02% | +2,594+4.1% | Added |
| Heritage Investors Management Corp | 64,559 | $31.7M | 1.33% | −4,989−7.2% | Reduced |
| Pittenger & Anderson Inc | 62,275 | $30.6M | 1.57% | +2,141+3.6% | Added |
| Blair William & Co | 62,230 | $30.6M | 0.11% | +6,380+11.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,079 | $30.5M | 0.15% | +1,139+1.9% | Added |
| Gofen & Glossberg LLC | 60,581 | $29.7M | 0.71% | +498+0.8% | Added |
| Millennium Management LLC | 60,570 | $29.7M | 0.04% | +58,785+3,293.3% | Added |
| Baird Financial Group, Inc. | 57,831 | $28.4M | 0.07% | +72+0.1% | Added |
| Smith, Moore & Co. | 55,516 | $27.5M | 4.15% | −558−1.0% | Reduced |
| Corient Capital Partners, LLC | 55,494 | $27.2M | 1.99% | −1,327−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,271 | $27.2M | 0.52% | +857+1.6% | Added |
| Brookstone Capital Management | 55,786 | $27.2M | 0.49% | −5,594−9.1% | Reduced |
| Bartlett & Co. LLC | 55,271 | $27.1M | 0.52% | +857+1.6% | Added |
| Prescott Group Capital Management, L.L.C. | 54,704 | $26.9M | 7.60% | −7,839−12.5% | Reduced |
| Moreno Evelyn V | 52,109 | $25.6M | 6.01% | −2,736−5.0% | Reduced |
| Financial Advisory Group | 50,902 | $25.0M | 5.98% | −1,732−3.3% | Reduced |
| Clearstead Advisors, LLC | 49,536 | $24.3M | 1.87% | +145+0.3% | Added |
| Squarepoint Ops LLC | 48,457 | $23.8M | 0.17% | +47,553+5,260.3% | Added |
| Wellspring Financial Advisors, LLC | 47,934 | $23.5M | 7.41% | −12,078−20.1% | Reduced |
| Ascent Wealth Partners, LLC | 47,762 | $23.5M | 4.47% | +2,003+4.4% | Added |
| Retirement Systems of Alabama | 46,139 | $22.7M | 0.08% | +112+0.2% | Added |
| Klingman & Associates, LLC | 44,872 | $22.0M | 2.11% | −832−1.8% | Reduced |
| Aperimus Capital, LLC | 43,337 | $21.3M | 34.23% | +7,000+19.3% | Added |
| Estate Counselors, LLC | 43,005 | $21.1M | 2.77% | +8,970+26.4% | Added |
| BlackRock Inc. | 42,904 | $21.1M | 0.00% | −16,493−27.8% | Reduced |
| Susquehanna International Group, LLP | 42,860 | $21.0M | 0.02% | −8,693−16.9% | Reduced |
| Captrust Financial Advisors | 42,488 | $20.9M | 0.19% | −51−0.1% | Reduced |
| Cumberland Advisors Inc | 42,495 | $20.9M | 4.89% | +530+1.3% | Added |
| Stifel Financial Corp | 42,402 | $20.8M | 0.03% | −6,687−13.6% | Reduced |
| Oldfather Financial Services, LLC | 41,387 | $20.5M | 11.22% | +334+0.8% | Added |
| Prio Wealth Limited Partnership | 41,391 | $20.3M | 0.68% | −24−0.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,313 | $20.3M | 3.89% | +360+0.9% | Added |
| Boston Private Wealth LLC | 40,900 | $20.1M | 0.25% | −680−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 40,028 | $19.5M | 1.45% | −577−1.4% | Reduced |
| Simmons Bank | 39,526 | $19.4M | 1.40% | −271−0.7% | Reduced |
| Covington Capital Management | 38,734 | $19.0M | 0.75% | +188+0.5% | Added |
| LCM Capital Management Inc | 38,205 | $18.8M | 15.59% | +108+0.3% | Added |
| Johnson Investment Counsel Inc | 37,887 | $18.7M | 0.26% | −495−1.3% | Reduced |
| 1st Source Bank | 37,690 | $18.5M | 1.17% | +388+1.0% | Added |