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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 345 | $169.0K | 0.03% | +23+7.1% | Added |
| Blackhill Capital Inc | 351 | $172.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 357 | $175.0K | 0.01% | +3+0.8% | Added |
| Ellevest, Inc. | 367 | $180.0K | 0.02% | +367 | New |
| Arlington Partners LLC | 389 | $191.0K | 0.07% | −100−20.4% | Reduced |
| Bar Harbor Trust Services | 409 | $201.0K | 0.06% | +409 | New |
| Vision Capital Management, Inc. | 410 | $201.0K | 0.03% | +410 | New |
| Epiq Partners, LLC | 410 | $201.0K | 0.10% | +410 | New |
| Dynamic Advisor Solutions LLC | 411 | $202.0K | 0.02% | +411 | New |
| Harbour Investment Management LLC | 414 | $203.0K | 0.10% | +414 | New |
| Financial Insights, Inc. | 414 | $203.3K | 0.17% | +414 | New |
| Burney Co | 415 | $204.0K | 0.01% | +415 | New |
| Plancorp, LLC | 416 | $204.0K | 0.02% | +416 | New |
| Brookmont Capital Management | 420 | $206.0K | 0.12% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 419 | $206.0K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 420 | $206.0K | 0.15% | +420 | New |
| First Foundation Advisors | 419 | $206.0K | 0.01% | +419 | New |
| Andesa Financial Management Inc. | 423 | $207.0K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 422 | $207.0K | 0.13% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $208.7K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 425 | $209.0K | 0.01% | −440−50.9% | Reduced |
| Symphony Financial, Ltd. Co. | 426 | $209.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 425 | $209.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 427 | $210.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 427 | $210.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 430 | $211.0K | 0.02% | −176−29.0% | Reduced |
| Mark Stevens | 430 | $211.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $211.0K | 0.10% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 430 | $211.0K | 0.07% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 433 | $212.0K | 0.08% | +433 | New |
| Noesis Capital Mangement Corp | 448 | $213.0K | 0.04% | +448 | New |
| InterOcean Capital Group, LLC | 436 | $214.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 435 | $214.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 438 | $215.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 437 | $215.0K | 0.00% | +437 | New |
| Clear Perspective Advisors, LLC | 440 | $216.0K | 0.08% | −63−12.5% | Reduced |
| Pictet & Cie (Europe) SA | 439 | $216.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 439 | $216.0K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $217.0K | 0.28% | 00.0% | Unchanged |
| Summit X, LLC | 446 | $218.0K | 0.06% | −223−33.3% | Reduced |
| BerganKDV Wealth Management, LLC | 444 | $218.0K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 447 | $219.0K | 0.12% | +447 | New |
| Focus Financial Network, Inc. | 445 | $219.1K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 449 | $220.0K | 0.02% | −23−4.9% | Reduced |
| Brinker Capital Investments, LLC | 449 | $220.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 448 | $220.0K | 0.05% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $222.0K | 0.13% | 00.0% | Unchanged |
| Bangor Savings Bank | 457 | $224.0K | 0.03% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 458 | $224.0K | 0.07% | +458 | New |
| Ledyard National Bank | 459 | $225.0K | 0.02% | −60−11.6% | Reduced |
| Pioneer Trust Bank N A | 459 | $225.0K | 0.06% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 459 | $225.0K | 0.11% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 461 | $226.0K | 0.10% | +461 | New |
| Intrua Financial, LLC | 454 | $227.0K | 0.05% | −125−21.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 462 | $227.0K | 0.03% | 00.0% | Unchanged |
| Emery Howard Portfolio Management, Inc. | 466 | $229.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 466 | $229.0K | 0.05% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 466 | $231.0K | 0.33% | −250−34.9% | Reduced |
| Buffington Mohr McNeal | 471 | $231.0K | 0.05% | −107−18.5% | Reduced |
| Lesa Sroufe & Co | 470 | $231.0K | 0.23% | 00.0% | Unchanged |
| We Are One Seven, LLC | 480 | $236.0K | 0.03% | +35+7.9% | Added |
| Wealth Alliance Advisory Group, LLC | 483 | $237.0K | 0.12% | +483 | New |
| PFS Investments Inc. | 483 | $238.0K | 0.01% | −68−12.3% | Reduced |
| Thomas Story & Son LLC | 485 | $238.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 485 | $238.0K | 0.01% | +10+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 490 | $241.0K | 0.00% | +490 | New |
| WP Advisors, LLC | 494 | $242.0K | 0.10% | +494 | New |
| BlueSky Wealth Advisors, LLC | 493 | $243.0K | 0.05% | −469−48.8% | Reduced |
| Concentric Wealth Management, LLC | 494 | $243.0K | 0.07% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $244.0K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $245.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 500 | $246.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 500 | $246.0K | 0.03% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $246.0K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $246.0K | 0.06% | 00.0% | Unchanged |
| Capital One Financial Corp | 503 | $247.0K | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 503 | $247.0K | 0.00% | +5+1.0% | Added |
| Parkside Financial Bank & Trust | 505 | $248.0K | 0.07% | +101+25.0% | Added |
| Orion Portfolio Solutions, LLC | 508 | $249.0K | 0.01% | −996−66.2% | Reduced |
| Investment Advisory Services Inc | 510 | $250.0K | 0.15% | +510 | New |
| Abbrea Capital, LLC | 510 | $251.0K | 0.04% | +510 | New |
| Walled Lake Planning & Wealth Management, LLC | 513 | $252.0K | 0.16% | −28−5.2% | Reduced |
| Kovack Advisors, Inc. | 518 | $254.0K | 0.03% | +518 | New |
| Cary Street Partner Investment Advisory LLC | 520 | $255.0K | 0.08% | −3−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 520 | $256.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 526 | $258.0K | 0.01% | −63−10.7% | Reduced |
| J. W. Coons Advisors, LLC | 526 | $258.0K | 0.09% | 00.0% | Unchanged |
| Burt Wealth Advisors | 525 | $258.0K | 0.09% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $258.0K | 0.08% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 525 | $258.0K | 0.19% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 527 | $259.0K | 0.07% | −4−0.8% | Reduced |
| Rodgers & Associates, LTD | 527 | $259.0K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 528 | $259.0K | 0.07% | +18+3.5% | Added |
| Birch Hill Investment Advisors LLC | 531 | $261.0K | 0.01% | −40−7.0% | Reduced |
| Financial Services Advisory Inc | 534 | $262.0K | 0.11% | −13,683−96.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 533 | $262.0K | 0.09% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 563 | $264.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 537 | $264.0K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 542 | $266.1K | 0.01% | +30+5.9% | Added |
| Echo Wealth Management, LLC | 552 | $267.0K | 0.34% | 00.0% | Unchanged |