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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.

Q2 2021 vs. Q1 2021

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of MDY: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,026101,037+21
Shares25.7M28.9K26.1M+370.6K (+1.4%)
Value$12.3B$13.8M$12.8B+$579.0M (+4.7%)

10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to MDY in Q2 2021
InstitutionSharesValue% of portfolio
Mizuho Securities USA LLC34,100$16.7M1.36%
Corsicana & Co.26,123$12.8M8.10%
Pinnacle Wealth Advisors23,935$11.8M0.48%
Camarda Financial Advisors, LLC18,752$9.21M5.69%
Clear Creek Financial Management, LLC18,105$8.85M1.37%
RiverTree Advisors, LLC14,646$7.19M4.87%
Flow Traders U.S. LLC14,142$6.94M0.35%
Bank of New Hampshire13,720$6.74M1.80%
Veracity Capital LLC13,670$6.71M1.57%
Renaissance Technologies LLC13,400$6.58M0.01%
Empowered Funds, LLC8,700$4.27M0.54%
Connecticut Wealth Management, LLC5,567$2.73M0.24%
CFS Investment Advisory Services, LLC5,401$2.65M2.42%
Twin Tree Management, LP4,593$2.25M0.07%
Triumph Capital Management4,598$2.23M1.30%
Wealthstar Advisors, LLC4,370$2.14M0.82%
BBVA USA4,024$1.98M0.11%
Wealth Advisory Solutions, LLC3,445$1.69M0.40%
Jane Street Group, LLC2,929$1.44M0.00%
Blue Barn Wealth, LLC2,374$1.17M1.20%
Slow Capital, Inc.2,300$1.13M0.21%
Highland Capital Management, LLC1,988$976.0K0.06%
Aurora Private Wealth, Inc.1,790$879.0K0.35%
Strategic Wealth Partners, Ltd.1,553$763.0K0.25%
Fortress Wealth Group, LLC1,459$716.0K0.64%
Breiter Capital Management Inc1,400$687.0K0.37%
Peterson Wealth Management1,237$607.0K0.48%
Claybrook Capital, LLC1,217$598.0K0.19%
Edgestream Partners, L.P.1,030$506.0K0.03%
Platform Technology Partners1,029$505.0K0.21%
Bel Air Investment Advisors LLC850$417.0K0.01%
Advisor Resource Council832$409.0K0.04%
Summit Financial, LLC797$392.4K0.04%
Bank of Stockton725$356.0K0.11%
Rodgers Brothers Inc.725$356.0K0.07%
Wealth Alliance665$327.0K0.08%
Bassett Hargrove Investment Counsel, LLC660$324.0K0.48%
Connors Investor Services Inc630$309.0K0.03%
Sightline Wealth Advisors, LLC572$281.0K0.23%
Integrated Investment Consultants, LLC567$278.0K0.08%
Kovack Advisors, Inc.518$254.0K0.03%
Abbrea Capital, LLC510$251.0K0.04%
Investment Advisory Services Inc510$250.0K0.15%
WP Advisors, LLC494$242.0K0.10%
Kovitz Investment Group Partners, LLC490$241.0K0.00%
Wealth Alliance Advisory Group, LLC483$237.0K0.12%
Allegheny Financial Group LTD461$226.0K0.10%
Hedeker Wealth, LLC458$224.0K0.07%
Tranquility Partners, LLC447$219.0K0.12%
Personal Capital Advisors Corp437$215.0K0.00%
Noesis Capital Mangement Corp448$213.0K0.04%
Guidance Point Advisors, LLC433$212.0K0.08%
Texas Capital Bancshares Inc420$206.0K0.15%
First Foundation Advisors419$206.0K0.01%
Burney Co415$204.0K0.01%
Plancorp, LLC416$204.0K0.02%
Financial Insights, Inc.414$203.3K0.17%
Harbour Investment Management LLC414$203.0K0.10%
Dynamic Advisor Solutions LLC411$202.0K0.02%
Bar Harbor Trust Services409$201.0K0.06%
Vision Capital Management, Inc.410$201.0K0.03%
Epiq Partners, LLC410$201.0K0.10%
Ellevest, Inc.367$180.0K0.02%
Parisi Gray Wealth Management288$141.0K0.05%
Evermay Wealth Management LLC250$123.0K0.02%
Capital Directions Investment Advisors, LLC124$61.0K0.02%
Clean Yield Group100$49.0K0.02%
Joseph P. Lucia & Associates, LLC50$25.0K0.01%
Strategic Blueprint, LLC48$24.0K0.00%
Red Door Wealth Management, LLC50$24.0K0.01%
Castleview Partners, LLC46$23.0K0.01%
Tfo-TDC, LLC32$16.0K0.00%
Creative Financial Designs Inc30$15.0K0.00%
TD Capital Management LLC31$15.0K0.00%
SRS Capital Advisors, Inc.21$10.0K0.00%
Crescent Capital Consulting, LLC16$8.00K0.00%
Stonebridge Capital Advisors LLC14$7.00K0.00%
Tucker Asset Management LLC11$5.40K0.00%
Lake Point Wealth Management3$1.00K0.00%
First Command Advisory Services, Inc.25$00.00%

Sold out (59)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of MDY in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Piershale Financial Group, Inc.36,087$17.2M
Jump Financial, LLC28,291$13.5M
Shulman DeMeo Asset Management LLC20,037$9.54M
Taylor, Cottrill, Erickson & Associates, Inc.8,251$3.93M
Rhumbline Advisers7,230$3.44M
Toroso Investments, LLC5,220$2.48M
M Holdings Securities, Inc.4,880$2.32M
Keeley-Teton Advisors, LLC3,823$1.82M
Tennessee Valley Asset Management Partners3,460$1.65M
Greystone Financial Group, LLC3,085$1.52M
Shapiro Capital Management LLC2,100$1.00M
Hanlon Investment Management, Inc.1,924$916.0K
Jacobs Levy Equity Management, Inc1,908$908.0K
Moulton Wealth Management, Inc1,855$902.0K
Sowell Financial Services LLC1,672$835.0K
tru Independence LLC1,745$831.0K
Mirabella Financial Services LLP1,680$800.0K
Two Sigma Securities, LLC1,659$790.0K
Summit Financial Wealth Advisors, LLC1,844$774.0K
Group One Trading, L.P.1,600$762.0K
Jackson Wealth Management, LLC1,574$749.0K
HRT Financial LP1,443$686.0K
Financial Advocates Investment Management1,138$542.0K
Aberdeen Wealth Management LLC959$457.0K
Trexquant Investment LP927$441.0K
Quantbot Technologies LP786$374.0K
True Link Financial Advisors, LLC766$365.0K
Jennison Associates LLC744$354.0K
Harbor Financial Services, LLC572$272.0K
Wimmer Associates 1, LLC554$264.0K
EagleClaw Capital Managment, LLC550$262.0K
Cornercap Investment Counsel Inc548$261.0K
Hochman Cole Investment Advisors, Inc.500$238.0K
Level Four Advisory Services, LLC498$237.0K
Virtue Capital Management, LLC494$235.0K
Foundations Investment Advisors, LLC483$233.0K
World Asset Management Inc450$223.0K
GSB Wealth Management, LLC450$214.0K
Sawtooth Solutions, LLC445$212.0K
Voya Financial Advisors, Inc.439$209.0K
Mairs & Power Inc437$208.0K
Telos Capital Management, Inc.426$203.0K
Eudaimonia Partners, LLC387$184.0K
Mascoma Wealth Management LLC369$176.0K
Wealthcare Capital Management LLC359$171.0K
Ritter Daniher Financial Advisory, LLC310$148.0K
Alpha DNA Investment Management LLC128$60.0K
MPS Loria Financial Planners, LLC99$47.0K
Allred Capital Management, LLC82$39.0K
Barnett & Company, Inc.80$38.0K
Grandview Asset Management LLC80$38.0K
Atlas Private Wealth Management50$24.0K
RWM Asset Management, LLC45$21.0K
Fure Financial Corp30$14.0K
Grant Street Asset Management, Inc.25$12.0K
Truvestments Capital LLC12$6.00K
Stuart Chaussee & Associates, Inc.8$4.00K
Vectors Research Management, LLC7$3.00K
GPS Wealth Strategies Group, LLC1$0

Not filed for Q2 2021 yet (10)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDY in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Bokf, NA15,893$7.57M
BBVA USA Bancshares, Inc.4,024$1.92M
Sullivan, Bruyette, Speros & Blaney, LLC2,373$1.13M
Swaine & Leidel Wealth Services, LLC1,682$801.0K
TCF National Bank1,350$643.0K
Denver Wealth Management, Inc.858$421.0K
Peak Planning Group, LLC841$400.5K
Rikoon Group, LLC760$362.0K
Strategic Wealth Partners Group LLC582$277.0K
MBL Wealth, LLC527$251.0K