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 |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 547 | $269.0K | 0.02% | −40−6.8% | Reduced |
| Pachira Investments Inc. | 547 | $269.0K | 0.19% | −23−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 538 | $269.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 550 | $270.0K | 0.02% | −10−1.8% | Reduced |
| Tradition Wealth Management, LLC | 549 | $270.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 550 | $270.1K | 0.01% | −5−0.9% | Reduced |
| Octavia Wealth Advisors, LLC | 551 | $271.0K | 0.07% | −4−0.7% | Reduced |
| Cary Street Partners Asset Management LLC | 553 | $272.0K | 0.06% | −35−6.0% | Reduced |
| Soundmark Wealth Management, LLC | 553 | $272.0K | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 554 | $272.0K | 0.00% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 558 | $274.0K | 0.13% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 559 | $274.0K | 0.05% | −4−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 561 | $275.0K | 0.02% | −156−21.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 561 | $275.0K | 0.05% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 565 | $277.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 567 | $278.0K | 0.03% | +120+26.8% | Added |
| Integrated Investment Consultants, LLC | 567 | $278.0K | 0.08% | +567 | New |
| Norway Savings Bank | 570 | $280.0K | 0.14% | −105−15.6% | Reduced |
| CWA Asset Management Group, LLC | 565 | $280.0K | 0.02% | +140+32.9% | Added |
| Sightline Wealth Advisors, LLC | 572 | $281.0K | 0.23% | +572 | New |
| Wiley Bros.-Aintree Capital, LLC | 575 | $282.0K | 0.18% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 576 | $283.0K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $284.0K | 0.09% | +10+1.8% | Added |
| Verdence Capital Advisors LLC | 579 | $284.0K | 0.04% | +34+6.2% | Added |
| Parallel Advisors, LLC | 578 | $284.0K | 0.01% | +421+268.2% | Added |
| Paragon Capital Management LLC | 582 | $286.0K | 0.14% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 585 | $287.0K | 0.11% | 00.0% | Unchanged |
| Zacks Investment Management | 585 | $287.0K | 0.00% | +24+4.3% | Added |
| Resources Management Corp | 586 | $288.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 589 | $289.0K | 0.03% | +85+16.9% | Added |
| Shaker Investments LLC | 591 | $290.0K | 0.13% | −13−2.2% | Reduced |
| Diversified Trust Co | 594 | $292.0K | 0.01% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 597 | $293.0K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 598 | $294.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 599 | $294.0K | 0.08% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $295.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $295.0K | 0.13% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $295.0K | 0.15% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 595 | $295.0K | 0.13% | +135+29.3% | Added |
| Investment Partners, Ltd. | 603 | $296.0K | 0.14% | 00.0% | Unchanged |
| Wintrust Investments LLC | 605 | $297.0K | 0.03% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 607 | $298.0K | 0.08% | 00.0% | Unchanged |
| First Horizon Corp | 610 | $299.0K | 0.03% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 611 | $300.0K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 614 | $301.0K | 0.01% | −190−23.6% | Reduced |
| Cowa, LLC | 620 | $304.0K | 0.19% | 00.0% | Unchanged |
| WBH Advisory Inc | 632 | $308.0K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 629 | $309.0K | 0.02% | −105−14.3% | Reduced |
| Connors Investor Services Inc | 630 | $309.0K | 0.03% | +630 | New |
| Advisory Alpha, LLC | 644 | $316.0K | 0.03% | −140−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 644 | $316.0K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 643 | $316.0K | 0.20% | +20+3.2% | Added |
| CRA Financial Services, LLC | 645 | $317.0K | 0.11% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $318.0K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $319.0K | 0.19% | −10−1.5% | Reduced |
| Smithfield Trust Co | 650 | $319.0K | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $320.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 655 | $321.0K | 0.10% | 00.0% | Unchanged |
| Pratt Collard Advisory Partners LLC | 654 | $321.0K | 0.21% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 654 | $321.1K | 0.09% | −233−26.3% | Reduced |
| V Wealth Advisors LLC | 663 | $322.0K | 0.05% | +89+15.5% | Added |
| Bedel Financial Consulting, Inc. | 657 | $323.0K | 0.11% | +150+29.6% | Added |
| Endurance Wealth Management, Inc. | 660 | $324.0K | 0.04% | +75+12.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 660 | $324.0K | 0.48% | +660 | New |
| Great Valley Advisor Group, Inc. | 661 | $325.0K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 662 | $325.0K | 0.16% | +1+0.2% | Added |
| Hilltop Holdings Inc. | 664 | $327.0K | 0.04% | +7+1.1% | Added |
| Wealth Alliance | 665 | $327.0K | 0.08% | +665 | New |
| Laurel Wealth Advisors, Inc. | 671 | $329.0K | 0.04% | −10−1.5% | Reduced |
| Psagot Investment House Ltd. | 671 | $329.0K | 0.01% | +580+637.4% | Added |
| Financial Engines Advisors L.L.C. | 674 | $331.0K | 0.00% | −29−4.1% | Reduced |
| ACG Wealth | 673 | $331.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 675 | $331.0K | 0.23% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 679 | $333.0K | 0.16% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 681 | $334.0K | 0.16% | −18−2.6% | Reduced |
| Morris Retirement Advisors, LLC | 680 | $334.0K | 0.29% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 683 | $335.0K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $339.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 691 | $339.0K | 0.02% | +75+12.2% | Added |
| First Midwest Bank Trust Division | 693 | $340.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 694 | $341.0K | 0.04% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 694 | $341.0K | 0.06% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 694 | $341.0K | 0.07% | +41+6.3% | Added |
| Spears Abacus Advisors LLC | 701 | $344.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 700 | $344.0K | 0.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $344.0K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 700 | $345.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 702 | $345.0K | 0.02% | +282+67.1% | Added |
| Ashford Capital Management Inc | 705 | $346.0K | 0.03% | −284−28.7% | Reduced |
| Ancora Advisors, LLC | 706 | $346.0K | 0.01% | +66+10.3% | Added |
| Flagship Private Wealth, LLC | 711 | $347.8K | 0.26% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 710 | $349.0K | 0.03% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 725 | $356.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $356.0K | 0.17% | 00.0% | Unchanged |
| Bank of Stockton | 725 | $356.0K | 0.11% | +725 | New |
| Rodgers Brothers Inc. | 725 | $356.0K | 0.07% | +725 | New |
| Oarsman Capital, Inc. | 728 | $357.0K | 0.14% | −190−20.7% | Reduced |
| Novare Capital Management LLC | 728 | $357.0K | 0.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 727 | $357.0K | 0.03% | +204+39.0% | Added |
| Private Capital Group, LLC | 730 | $358.0K | 0.08% | −4−0.5% | Reduced |