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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, 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.

Institutional holdersQ2 2021: 1,037 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 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 heldQ2 2021: $12.8B
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 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.25$00.00%+25New
Lake Point Wealth Management3$1.00K0.00%+3New
Assetmark, Inc4$2.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.3$2.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC6$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$3.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC11$5.00K0.00%00.0%Unchanged
Perennial Advisors, LLC10$5.00K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.00K0.01%00.0%Unchanged
Tucker Asset Management LLC11$5.40K0.00%+11New
Lloyd Advisory Services, LLC.15$7.00K0.00%−1−6.3%Reduced
Ironwood Financial, llc15$7.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$7.00K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC14$7.00K0.00%+14New
Global Financial Private Client, LLC16$7.92K0.00%00.0%Unchanged
Valley National Advisers Inc17$8.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC16$8.00K0.00%+16New
SRS Capital Advisors, Inc.21$10.0K0.00%+21New
Sound Income Strategies, LLC22$11.0K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.26$13.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC30$15.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC30$15.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.30$15.0K0.00%00.0%Unchanged
Creative Financial Designs Inc30$15.0K0.00%+30New
TD Capital Management LLC31$15.0K0.00%+31New
CKW Financial Group33$16.0K0.00%00.0%Unchanged
Tfo-TDC, LLC32$16.0K0.00%+32New
Atlas Capital Advisors LLC34$17.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC34$17.0K0.01%−6−15.0%Reduced
Retirement Group, LLC35$17.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.37$18.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC41$20.0K0.01%+6+17.1%Added
Gradient Investments LLC44$22.0K0.00%−200−82.0%Reduced
Arrow Financial Corp45$22.0K0.00%−30−40.0%Reduced
Castleview Partners, LLC46$23.0K0.01%+46New
Strategic Blueprint, LLC48$24.0K0.00%+48New
Red Door Wealth Management, LLC50$24.0K0.01%+50New
Reilly Financial Advisors, LLC50$25.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC51$25.0K0.03%00.0%Unchanged
Joseph P. Lucia & Associates, LLC50$25.0K0.01%+50New
FormulaFolio Investments, LLC52$26.0K0.01%00.0%Unchanged
Prentice Wealth Management LLC55$27.0K0.01%−3−5.2%Reduced
Piscataqua Savings Bank56$27.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.60$29.0K0.00%−5−7.7%Reduced
City Holding Co60$29.0K0.01%00.0%Unchanged
Islay Capital Management, LLC60$29.0K0.02%00.0%Unchanged
IAG Wealth Partners, LLC68$34.0K0.01%−12−15.0%Reduced
CoreFirst Bank & Trust70$34.0K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc75$37.0K0.00%00.0%Unchanged
HC Financial Advisors Inc77$38.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC77$38.0K0.03%00.0%Unchanged
First Washington CORP80$39.0K0.01%00.0%Unchanged
Bollard Group LLC80$39.0K0.00%00.0%Unchanged
Enterprise Trust & Investment Co85$42.0K0.02%−40−32.0%Reduced
Asset Dedication, LLC87$43.0K0.01%+57+190.0%Added
AdvisorNet Financial, Inc90$44.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.90$44.0K0.00%00.0%Unchanged
Capital Analysts, LLC90$44.0K0.00%+35+63.6%Added
Perkins Coie Trust Co95$47.0K0.01%00.0%Unchanged
Evolution Wealth Advisors, LLC100$49.0K0.01%00.0%Unchanged
Clean Yield Group100$49.0K0.02%+100New
Anchor Investment Management, LLC100$49.1K0.01%00.0%Unchanged
America First Investment Advisors, LLC110$54.0K0.02%00.0%Unchanged
Canton Hathaway, LLC115$56.0K0.02%00.0%Unchanged
Newton One Investments LLC119$58.0K0.05%00.0%Unchanged
First National Bank of South Miami121$59.0K0.04%−10−7.6%Reduced
Tortoise Investment Management, LLC120$59.0K0.01%00.0%Unchanged
Horan Securities, Inc.125$61.0K0.04%00.0%Unchanged
First Manhattan Co125$61.0K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC124$61.0K0.02%+124New
Activest Wealth Management127$62.0K0.05%+103+429.2%Added
Interactive Financial Advisors128$63.0K0.03%−62−32.6%Reduced
Semmax Financial Advisors Inc.133$65.0K0.02%00.0%Unchanged
1832 Asset Management L.P.150$74.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.150$74.0K0.03%00.0%Unchanged
Charter Oak Capital Management, LLC162$80.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC166$81.0K0.03%00.0%Unchanged
Costello Asset Management, INC172$84.0K0.06%00.0%Unchanged
Sutton Wealth Advisors Inc.177$86.9K0.03%00.0%Unchanged
Country Trust Bank196$96.0K0.00%00.0%Unchanged
Field & Main Bank200$98.0K0.06%00.0%Unchanged
Sugarloaf Wealth Management, LLC200$98.0K0.03%+1+0.5%Added
Gables Capital Management Inc.200$98.0K0.07%00.0%Unchanged
Cascade Investment Advisors, Inc.200$98.2K0.06%00.0%Unchanged
Monetary Management Group Inc205$101.0K0.03%00.0%Unchanged
Coastal Capital Group, Inc.211$104.0K0.02%00.0%Unchanged
Contravisory Investment Management, Inc.245$121.0K0.04%−6−2.4%Reduced
Graves-Light Private Wealth Management, Inc.246$121.0K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC248$122.0K0.04%−18−6.8%Reduced
Evermay Wealth Management LLC250$123.0K0.02%+250New
Jackson, Grant Investment Advisers, Inc.252$124.0K0.05%+1+0.4%Added
Dividend Assets Capital, LLC266$131.0K0.03%00.0%Unchanged
Parisi Gray Wealth Management288$141.0K0.05%+288New
Halpern Financial, Inc.296$145.3K0.07%00.0%Unchanged
Systematic Alpha Investments, LLC300$149.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC323$158.0K0.06%+5+1.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC333$163.0K0.02%−38−10.2%Reduced
Tower View Investment Management & Research LLC334$164.0K0.08%+1+0.3%Added
Parallax Volatility Advisers, L.P.342$168.0K0.00%−1,794−84.0%Reduced
Hanson & Doremus Investment Management500$169.0K0.05%00.0%Unchanged