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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 731 | $359.0K | 0.02% | −2−0.3% | Reduced |
| Thrivent Financial for Lutherans | 733 | $360.0K | 0.00% | −439−37.5% | Reduced |
| Cadinha & Co LLC | 733 | $360.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Management LLC | 735 | $361.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Vermont | 740 | $363.0K | 0.03% | −18−2.4% | Reduced |
| Orion Capital Management LLC | 740 | $363.0K | 0.23% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 745 | $366.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 748 | $367.0K | 0.11% | +23+3.2% | Added |
| BSW Wealth Partners | 756 | $371.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 760 | $373.0K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $373.0K | 0.26% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 760 | $373.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 762 | $374.0K | 0.24% | +1+0.1% | Added |
| Janney Capital Management LLC | 767 | $377.0K | 0.02% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 767 | $377.0K | 0.22% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $383.0K | 0.07% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 782 | $384.0K | 0.22% | 00.0% | Unchanged |
| Rossmore Private Capital | 785 | $385.0K | 0.07% | −410−34.3% | Reduced |
| Enterprise Financial Services Corp | 784 | $385.0K | 0.06% | −20−2.5% | Reduced |
| Hoese & Co LLP | 790 | $388.0K | 0.44% | −80−9.2% | Reduced |
| Smart Portfolios, LLC | 791 | $388.0K | 0.30% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 794 | $390.0K | 0.03% | −47−5.6% | Reduced |
| Cypress Capital Management LLC | 797 | $391.0K | 0.05% | −35−4.2% | Reduced |
| Summit Financial, LLC | 797 | $392.4K | 0.04% | +797 | New |
| Price T Rowe Associates Inc | 800 | $393.0K | 0.00% | −128−13.8% | Reduced |
| Cohen Klingenstein LLC | 800 | $393.0K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $393.0K | 0.05% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 802 | $394.0K | 0.24% | −1−0.1% | Reduced |
| Glenview Trust Co | 805 | $395.0K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 805 | $395.0K | 0.03% | +20+2.5% | Added |
| Retirement Planning Group | 807 | $396.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 808 | $396.0K | 0.10% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 795 | $397.0K | 0.03% | +10+1.3% | Added |
| Rockbridge Investment Management, LCC | 808 | $397.0K | 0.07% | +800+10,000.0% | Added |
| Citizens Business Bank | 815 | $400.0K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $402.0K | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 820 | $403.0K | 0.05% | +81+11.0% | Added |
| Adviser Investments LLC | 823 | $404.0K | 0.03% | −98−10.6% | Reduced |
| Kingfisher Capital LLC | 823 | $404.0K | 0.10% | −49−5.6% | Reduced |
| Nicolet Bankshares Inc | 827 | $406.0K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 826 | $406.0K | 0.05% | +100+13.8% | Added |
| Advisor Resource Council | 832 | $409.0K | 0.04% | +832 | New |
| Signet Financial Management, LLC | 841 | $413.0K | 0.14% | +22+2.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 846 | $415.0K | 0.00% | −443−34.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 847 | $416.0K | 0.28% | 00.0% | Unchanged |
| North Star Asset Management Inc | 850 | $417.0K | 0.02% | −99−10.4% | Reduced |
| Bel Air Investment Advisors LLC | 850 | $417.0K | 0.01% | +850 | New |
| Scotia Capital Inc. | 859 | $422.0K | 0.00% | +300+53.7% | Added |
| Ten Capital Wealth Advisors, LLC | 869 | $427.0K | 0.10% | −221−20.3% | Reduced |
| REDW Wealth LLC | 871 | $428.0K | 0.14% | −7−0.8% | Reduced |
| Ayrshire Capital Management LLC | 871 | $428.0K | 0.24% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 872 | $428.2K | 0.24% | +432+98.2% | Added |
| One Capital Management, LLC | 875 | $429.0K | 0.04% | 00.0% | Unchanged |
| Berkeley, Inc | 876 | $430.1K | 0.31% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 882 | $433.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 921 | $438.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 891 | $438.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 894 | $439.0K | 0.04% | −16−1.8% | Reduced |
| Harborview Advisors, LLC | 900 | $442.0K | 0.25% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 901 | $443.0K | 0.05% | 00.0% | Unchanged |
| Petix & Botte Co | 918 | $451.0K | 0.31% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 912 | $451.0K | 0.28% | +20+2.2% | Added |
| River Wealth Advisors LLC | 929 | $456.0K | 0.08% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 934 | $459.0K | 0.07% | −10−1.1% | Reduced |
| Independent Financial Group, LLC | 937 | $460.1K | 0.05% | −375−28.6% | Reduced |
| Fiera Capital Corp | 938 | $461.0K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 944 | $464.0K | 0.02% | +20+2.2% | Added |
| Lakeview Capital Partners, LLC | 948 | $465.0K | 0.20% | −106−10.1% | Reduced |
| Arcadia Investment Management Corp | 954 | $468.0K | 0.09% | −500−34.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 955 | $469.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 957 | $470.0K | 0.19% | −27−2.7% | Reduced |
| New England Investment & Retirement Group, Inc. | 959 | $471.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 961 | $472.0K | 0.02% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 958 | $472.1K | 0.20% | +44+4.8% | Added |
| L & S Advisors Inc | 968 | $475.0K | 0.05% | +22+2.3% | Added |
| Graypoint LLC | 971 | $477.0K | 0.06% | −369−27.5% | Reduced |
| Financial Advisory Corp | 972 | $477.0K | 0.36% | +44+4.7% | Added |
| Premier Asset Management LLC | 985 | $484.0K | 0.07% | −3−0.3% | Reduced |
| Roble, Belko & Company, Inc | 994 | $488.0K | 0.11% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 994 | $488.0K | 0.01% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 996 | $489.0K | 0.24% | −5−0.5% | Reduced |
| Rathbone Brothers plc | 1,000 | $491.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $491.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 999 | $491.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,011 | $496.0K | 0.14% | 00.0% | Unchanged |
| 20/20 Capital Management, Inc. | 1,010 | $496.0K | 0.13% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,016 | $499.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,021 | $501.0K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,023 | $502.8K | 0.05% | −10,007−90.7% | Reduced |
| Platform Technology Partners | 1,029 | $505.0K | 0.21% | +1,029 | New |
| Edgestream Partners, L.P. | 1,030 | $506.0K | 0.03% | +1,030 | New |
| Select Equity Group, L.P. | 1,040 | $510.6K | 0.00% | −7,369−87.6% | Reduced |
| Steel Peak Wealth Management LLC | 1,050 | $515.0K | 0.04% | −3−0.3% | Reduced |
| Cortland Associates Inc | 1,051 | $516.0K | 0.05% | +170+19.3% | Added |
| ProVise Management Group, LLC | 1,052 | $517.0K | 0.05% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,073 | $527.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 1,073 | $527.0K | 0.29% | +44+4.3% | Added |
| Kestra Private Wealth Services, LLC | 1,081 | $531.0K | 0.03% | +33+3.1% | Added |
| 55I, LLC | 1,082 | $532.0K | 0.02% | +344+46.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,090 | $535.0K | 0.13% | +28+2.6% | Added |