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 |
|---|---|---|---|---|---|
| Ramiah Investment Group | 25,531 | $12.5M | 8.98% | −684−2.6% | Reduced |
| M&T Bank Corp | 25,793 | $12.7M | 0.06% | −707−2.7% | Reduced |
| Tiaa, FSB | 25,824 | $12.7M | 0.04% | +258+1.0% | Added |
| Corsicana & Co. | 26,123 | $12.8M | 8.10% | +26,123 | New |
| RMB Capital Management, LLC | 26,623 | $13.1M | 0.44% | −889−3.2% | Reduced |
| Exchange Capital Management, Inc. | 26,663 | $13.1M | 2.51% | −39−0.1% | Reduced |
| IFG Advisors, LLC | 27,320 | $13.4M | 6.39% | +124+0.5% | Added |
| MCF Advisors LLC | 27,446 | $13.5M | 1.39% | −5,757−17.3% | Reduced |
| Caldwell Trust Co | 27,477 | $13.5M | 1.77% | −249−0.9% | Reduced |
| First Financial Bank - Trust Division | 27,631 | $13.6M | 1.48% | −901−3.2% | Reduced |
| Linscomb & Williams, Inc. | 28,349 | $13.9M | 0.71% | −528−1.8% | Reduced |
| Cetera Advisor Networks LLC | 28,413 | $14.0M | 0.20% | +1,537+5.7% | Added |
| Cetera Investment Advisers | 28,853 | $14.2M | 0.23% | +7,527+35.3% | Added |
| Pinkerton Retirement Specialists, LLC | 29,525 | $14.5M | 2.79% | +950+3.3% | Added |
| Country Club Trust Company, n.a. | 29,904 | $14.7M | 1.28% | +25+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 30,486 | $15.0M | 0.36% | −1,370−4.3% | Reduced |
| Comerica Bank | 31,211 | $15.1M | 0.09% | −41,402−57.0% | Reduced |
| Miracle Mile Advisors, LLC | 31,231 | $15.3M | 0.81% | −2,426−7.2% | Reduced |
| Financial Partners Capital Management LLC | 31,665 | $15.5M | 2.85% | −53−0.2% | Reduced |
| Trustmark National Bank Trust Department | 31,675 | $15.6M | 1.23% | +25+0.1% | Added |
| Frontier Wealth Management LLC | 31,733 | $15.6M | 1.09% | −30−0.1% | Reduced |
| Huntington National Bank | 1,350 | $15.6M | 0.16% | – | – |
| Boston Family Office LLC | 32,029 | $15.7M | 1.12% | −1,209−3.6% | Reduced |
| Johnson Midwest Financial, LLC | 32,078 | $15.8M | 15.50% | +629+2.0% | Added |
| Mizuho Securities USA LLC | 34,100 | $16.7M | 1.36% | +34,100 | New |
| Camden Capital, LLC | 35,494 | $17.4M | 4.05% | −26−0.1% | Reduced |
| Viridian Ria, LLC | 0 | $17.5M | 4.01% | 0 | Unchanged |
| People's United Financial, Inc. | 35,611 | $17.5M | 0.39% | −429−1.2% | Reduced |
| BDO Wealth Advisors, LLC | 35,819 | $17.6M | 1.95% | −139−0.4% | Reduced |
| Bessemer Group Inc | 35,855 | $17.6M | 0.04% | −552−1.5% | Reduced |
| Curbstone Financial Management Corp | 36,044 | $17.7M | 3.33% | −100−0.3% | Reduced |
| Hancock Whitney Corp | 36,310 | $17.8M | 0.57% | −2,684−6.9% | Reduced |
| Dakota Wealth Management | 36,356 | $17.9M | 2.14% | −433−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 36,638 | $18.0M | 0.68% | −59−0.2% | Reduced |
| Vestor Capital, LLC | 36,948 | $18.1M | 1.90% | −1,729−4.5% | Reduced |
| 1st Source Bank | 37,690 | $18.5M | 1.17% | +388+1.0% | Added |
| Johnson Investment Counsel Inc | 37,887 | $18.7M | 0.26% | −495−1.3% | Reduced |
| LCM Capital Management Inc | 38,205 | $18.8M | 15.59% | +108+0.3% | Added |
| Covington Capital Management | 38,734 | $19.0M | 0.75% | +188+0.5% | Added |
| Simmons Bank | 39,526 | $19.4M | 1.40% | −271−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 40,028 | $19.5M | 1.45% | −577−1.4% | Reduced |
| Boston Private Wealth LLC | 40,900 | $20.1M | 0.25% | −680−1.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,313 | $20.3M | 3.89% | +360+0.9% | Added |
| Prio Wealth Limited Partnership | 41,391 | $20.3M | 0.68% | −24−0.1% | Reduced |
| Oldfather Financial Services, LLC | 41,387 | $20.5M | 11.22% | +334+0.8% | Added |
| Stifel Financial Corp | 42,402 | $20.8M | 0.03% | −6,687−13.6% | Reduced |
| Cumberland Advisors Inc | 42,495 | $20.9M | 4.89% | +530+1.3% | Added |
| Captrust Financial Advisors | 42,488 | $20.9M | 0.19% | −51−0.1% | Reduced |
| Susquehanna International Group, LLP | 42,860 | $21.0M | 0.02% | −8,693−16.9% | Reduced |
| BlackRock Inc. | 42,904 | $21.1M | 0.00% | −16,493−27.8% | Reduced |
| Estate Counselors, LLC | 43,005 | $21.1M | 2.77% | +8,970+26.4% | Added |
| Aperimus Capital, LLC | 43,337 | $21.3M | 34.23% | +7,000+19.3% | Added |
| Klingman & Associates, LLC | 44,872 | $22.0M | 2.11% | −832−1.8% | Reduced |
| Retirement Systems of Alabama | 46,139 | $22.7M | 0.08% | +112+0.2% | Added |
| Ascent Wealth Partners, LLC | 47,762 | $23.5M | 4.47% | +2,003+4.4% | Added |
| Wellspring Financial Advisors, LLC | 47,934 | $23.5M | 7.41% | −12,078−20.1% | Reduced |
| Squarepoint Ops LLC | 48,457 | $23.8M | 0.17% | +47,553+5,260.3% | Added |
| Clearstead Advisors, LLC | 49,536 | $24.3M | 1.87% | +145+0.3% | Added |
| Financial Advisory Group | 50,902 | $25.0M | 5.98% | −1,732−3.3% | Reduced |
| Moreno Evelyn V | 52,109 | $25.6M | 6.01% | −2,736−5.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 54,704 | $26.9M | 7.60% | −7,839−12.5% | Reduced |
| Bartlett & Co. LLC | 55,271 | $27.1M | 0.52% | +857+1.6% | Added |
| Brookstone Capital Management | 55,786 | $27.2M | 0.49% | −5,594−9.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,271 | $27.2M | 0.52% | +857+1.6% | Added |
| Corient Capital Partners, LLC | 55,494 | $27.2M | 1.99% | −1,327−2.3% | Reduced |
| Smith, Moore & Co. | 55,516 | $27.5M | 4.15% | −558−1.0% | Reduced |
| Baird Financial Group, Inc. | 57,831 | $28.4M | 0.07% | +72+0.1% | Added |
| Millennium Management LLC | 60,570 | $29.7M | 0.04% | +58,785+3,293.3% | Added |
| Gofen & Glossberg LLC | 60,581 | $29.7M | 0.71% | +498+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,079 | $30.5M | 0.15% | +1,139+1.9% | Added |
| Blair William & Co | 62,230 | $30.6M | 0.11% | +6,380+11.4% | Added |
| Pittenger & Anderson Inc | 62,275 | $30.6M | 1.57% | +2,141+3.6% | Added |
| Heritage Investors Management Corp | 64,559 | $31.7M | 1.33% | −4,989−7.2% | Reduced |
| Envestnet Asset Management Inc | 65,171 | $32.0M | 0.02% | +2,594+4.1% | Added |
| Whittier Trust Co of Nevada Inc | 67,368 | $33.1M | 1.38% | +712+1.1% | Added |
| Mariner, LLC | 67,572 | $33.2M | 0.21% | −2,569−3.7% | Reduced |
| Peapack Gladstone Financial Corp | 69,426 | $34.1M | 0.82% | −660−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 70,494 | $34.6M | 0.09% | +22,826+47.9% | Added |
| Pinnacle Associates Ltd | 73,924 | $36.3M | 0.66% | −526−0.7% | Reduced |
| Hyman Charles D | 73,998 | $36.3M | 2.54% | −558−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 75,000 | $36.8M | 0.08% | −25,000−25.0% | Reduced |
| Financial Counselors Inc | 75,009 | $36.8M | 0.80% | +208+0.3% | Added |
| Henshaw Capital LLC | 75,150 | $36.9M | 2.32% | 00.0% | Unchanged |
| Credit Suisse AG | 77,462 | $38.0M | 0.03% | +9,858+14.6% | Added |
| Citizens Financial Group Inc | 79,287 | $38.9M | 1.69% | −1,166−1.4% | Reduced |
| Victory Capital Management Inc | 83,335 | $40.9M | 0.04% | +8,298+11.1% | Added |
| First Hawaiian Bank | 86,753 | $42.6M | 1.77% | +725+0.8% | Added |
| Washington Trust Co | 86,772 | $42.6M | 1.20% | +6,415+8.0% | Added |
| Portland Global Advisors LLC | 88,404 | $43.4M | 8.42% | −1,969−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 89,958 | $44.2M | 0.11% | −931−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 91,913 | $45.2M | 0.10% | +1,844+2.0% | Added |
| Truist Financial Corp | 96,727 | $47.5M | 0.08% | +1,510+1.6% | Added |
| Hills Bank & Trust Co | 100,042 | $49.1M | 7.45% | +1,218+1.2% | Added |
| Conning Inc. | 104,135 | $51.1M | 1.48% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 106,532 | $52.3M | 7.11% | +4,548+4.5% | Added |
| Sandy Spring Bank | 108,698 | $53.4M | 2.83% | −316−0.3% | Reduced |
| Eaton Vance Management | 109,633 | $53.8M | 0.07% | +1,655+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 111,691 | $54.8M | 0.11% | +4,392+4.1% | Added |
| State Street Corp | 114,540 | $56.3M | 0.00% | −3,266−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 120,075 | $59.0M | 0.11% | +2,815+2.4% | Added |