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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 121,485 | $59.6M | 3.17% | −1,699−1.4% | Reduced |
| FineMark National Bank & Trust | 121,633 | $59.7M | 2.43% | −5,252−4.1% | Reduced |
| HighTower Advisors, LLC | 122,018 | $59.9M | 0.17% | −1,909−1.5% | Reduced |
| Creative Planning | 122,225 | $60.0M | 0.11% | +4,149+3.5% | Added |
| Waddell & Associates, LLC | 125,449 | $61.6M | 10.65% | +711+0.6% | Added |
| Alliancebernstein L.P. | 131,896 | $64.8M | 0.03% | −14,277−9.8% | Reduced |
| Barclays PLC | 133,671 | $65.6M | 0.05% | +2,169+1.6% | Added |
| Brown Advisory Inc | 140,818 | $69.1M | 0.10% | −787−0.6% | Reduced |
| SG Americas Securities, LLC | 142,864 | $70.1M | 0.36% | +78,546+122.1% | Added |
| Welch & Forbes LLC | 146,537 | $72.0M | 1.22% | +3,369+2.4% | Added |
| Ameriprise Financial Inc | 149,822 | $73.5M | 0.02% | +10,276+7.4% | Added |
| LPL Financial LLC | 164,728 | $80.9M | 0.08% | −6,025−3.5% | Reduced |
| Whittier Trust Co | 167,281 | $82.1M | 1.46% | +2,922+1.8% | Added |
| JPMorgan Chase & Co | 180,684 | $88.7M | 0.01% | +12,447+7.4% | Added |
| MAI Capital Management | 187,863 | $92.2M | 1.85% | +5,922+3.3% | Added |
| First Republic Investment Management, Inc. | 206,775 | $101.5M | 0.26% | +19,736+10.6% | Added |
| Bank of New York Mellon Corp | 222,842 | $109.4M | 0.02% | −21,269−8.7% | Reduced |
| Conservest Capital Advisors, Inc. | 230,280 | $113.1M | 12.77% | +1140.0% | Added |
| Resource Management, LLC | 267,922 | $131.6M | 15.06% | −7,490−2.7% | Reduced |
| Arvest Bank Trust Division | 308,285 | $151.4M | 8.34% | −8,537−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 313,451 | $153.9M | 0.30% | +61,117+24.2% | Added |
| Royal Bank of Canada | 403,440 | $198.1M | 0.06% | −292,131−42.0% | Reduced |
| Citigroup Inc | 416,094 | $204.3M | 0.18% | +191,400+85.2% | Added |
| Bank of Montreal | 453,957 | $225.4M | 0.12% | +436,401+2,485.8% | Added |
| Raymond James & Associates | 507,598 | $249.2M | 0.23% | −8,963−1.7% | Reduced |
| Goldman Sachs Group Inc | 594,155 | $291.7M | 0.08% | +47,366+8.7% | Added |
| UBS Group AG | 722,627 | $354.8M | 0.15% | −18,766−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 932,794 | $458.0M | 0.37% | +2,814+0.3% | Added |
| Morgan Stanley | 979,106 | $480.8M | 0.06% | +22,408+2.3% | Added |
| The PNC Financial Services Group, Inc. | 986,322 | $484.3M | 0.44% | −5,480−0.6% | Reduced |
| Veritable, L.P. | 1,031,561 | $506.5M | 8.16% | −10,693−1.0% | Reduced |
| US Bancorp | 1,204,570 | $591.5M | 1.11% | −23,046−1.9% | Reduced |
| Northern Trust Corp | 1,214,977 | $596.6M | 0.11% | −14,808−1.2% | Reduced |
| Wells Fargo & Company | 1,800,593 | $884.1M | 0.20% | −107,285−5.6% | Reduced |
| Bank of America Corp | 2,218,715 | $1.09B | 0.12% | −63,328−2.8% | Reduced |
| FundX Investment Group, LLC | 448 | – | – | −57−11.3% | Reduced |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −36,087−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −28,291−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −20,037−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −8,251−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Moulton Wealth Management, Inc | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Hochman Cole Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| World Asset Management Inc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Ritter Daniher Financial Advisory, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Fure Financial Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |