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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 1,095 | $538.0K | 0.03% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,110 | $545.0K | 0.25% | +9+0.8% | Added |
| Charter Trust Co | 1,118 | $549.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,122 | $551.0K | 0.20% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,125 | $552.0K | 0.02% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,130 | $555.0K | 0.12% | −50−4.2% | Reduced |
| Fulcrum Equity Management | 1,136 | $558.0K | 0.21% | +203+21.8% | Added |
| Geneos Wealth Management Inc. | 1,136 | $561.0K | 0.02% | −697−38.0% | Reduced |
| Long Road Investment Counsel, LLC | 1,145 | $562.0K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,144 | $562.0K | 0.05% | +100+9.6% | Added |
| Newman Dignan & Sheerar, Inc. | 1,148 | $564.0K | 0.19% | −8−0.7% | Reduced |
| Evoke Wealth, LLC | 1,148 | $565.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,152 | $566.0K | 0.04% | +505+78.1% | Added |
| Sequoia Financial Advisors, LLC | 1,157 | $568.0K | 0.02% | −50−4.1% | Reduced |
| Single Point Partners, LLC | 1,167 | $573.0K | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,175 | $577.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,175 | $577.0K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,184 | $581.0K | 0.03% | +393+49.7% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,187 | $583.0K | 0.30% | −60−4.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,195 | $587.0K | 0.04% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,196 | $587.0K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,216 | $597.0K | 0.18% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,218 | $598.0K | 0.11% | −1,418−53.8% | Reduced |
| SevenBridge Financial Group, LLC | 1,217 | $598.0K | 0.19% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,217 | $598.0K | 0.19% | +1,217 | New |
| Appleton Partners Inc | 1,230 | $604.0K | 0.05% | +5+0.4% | Added |
| Essex Financial Services, Inc. | 1,276 | $607.0K | 0.09% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,237 | $607.0K | 0.48% | +1,237 | New |
| Wealth Advisors, Inc. | 1,249 | $610.0K | 0.22% | 00.0% | Unchanged |
| M. Kraus & Co | 1,244 | $611.0K | 0.22% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,250 | $614.0K | 0.12% | +753+151.5% | Added |
| Gamble Jones Investment Counsel | 1,254 | $616.0K | 0.04% | −1,210−49.1% | Reduced |
| Moors & Cabot, Inc. | 1,254 | $616.0K | 0.04% | +43+3.6% | Added |
| ING Groep NV | 1,263 | $620.0K | 0.01% | −271−17.7% | Reduced |
| Chesapeake Wealth Management | 1,310 | $643.0K | 0.21% | −5−0.4% | Reduced |
| Integrated Advisors Network LLC | 1,312 | $644.0K | 0.05% | +26+2.0% | Added |
| Western Wealth Management, LLC | 1,326 | $650.0K | 0.07% | +57+4.5% | Added |
| Certified Advisory Corp | 1,333 | $654.0K | 0.16% | +1,056+381.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,348 | $662.0K | 0.18% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,351 | $663.0K | 0.34% | +1+0.1% | Added |
| SJA Financial Advisory, LLC | 1,357 | $666.0K | 0.50% | +3+0.2% | Added |
| HYA Advisors, Inc | 1,374 | $674.0K | 0.28% | +1+0.1% | Added |
| Wealth Architects, LLC | 1,373 | $674.0K | 0.13% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,375 | $675.0K | 0.15% | +888+182.3% | Added |
| Round Rock Advisors, LLC | 1,377 | $676.0K | 0.49% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $678.0K | 0.19% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $683.0K | 0.38% | −100−6.7% | Reduced |
| BLB&B Advisors, LLC | 1,398 | $686.0K | 0.05% | −29−2.0% | Reduced |
| Breiter Capital Management Inc | 1,400 | $687.0K | 0.37% | +1,400 | New |
| Hamilton Capital, LLC | 1,413 | $694.0K | 0.07% | +6+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $697.0K | 0.23% | 00.0% | Unchanged |
| Strategic Wealth Management Group, LLC | 1,423 | $699.0K | 0.26% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $704.0K | 0.03% | −32−2.2% | Reduced |
| First National Bank Sioux Falls | 1,445 | $710.0K | 1.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,449 | $711.0K | 0.12% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,459 | $716.0K | 0.64% | +1,459 | New |
| McGuire Investment Group, LLC | 1,460 | $717.0K | 0.14% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,464 | $719.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,505 | $739.0K | 0.57% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $740.0K | 0.28% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $741.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,512 | $743.0K | 0.56% | −11−0.7% | Reduced |
| Security National Trust Co | 1,520 | $746.0K | 0.17% | +250+19.7% | Added |
| Samalin Investment Counsel, LLC | 1,526 | $750.0K | 0.49% | −8−0.5% | Reduced |
| Seelaus Asset Management LLC | 1,532 | $752.0K | 0.44% | −50−3.2% | Reduced |
| Acorn Wealth Advisors, LLC | 1,553 | $762.0K | 0.53% | +42+2.8% | Added |
| Vista Investment Management | 1,554 | $763.0K | 0.45% | −4−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,553 | $763.0K | 0.25% | +1,553 | New |
| Ziegler Capital Management, LLC | 1,568 | $770.0K | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 1,581 | $777.0K | 0.41% | +371+30.7% | Added |
| Neuberger Berman Group LLC | 1,586 | $779.0K | 0.00% | +35+2.3% | Added |
| Baldwin Brothers Inc | 1,605 | $788.0K | 0.09% | +112+7.5% | Added |
| Hohimer Wealth Management, LLC | 1,611 | $791.0K | 0.16% | −1−0.1% | Reduced |
| Berger Financial Group, Inc | 1,611 | $791.0K | 0.14% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,615 | $793.0K | 0.04% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,623 | $797.0K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,631 | $801.0K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $802.0K | 0.19% | 00.0% | Unchanged |
| Greenleaf Trust | 1,644 | $807.0K | 0.01% | −31−1.9% | Reduced |
| Great Lakes Advisors, LLC | 1,644 | $807.0K | 0.01% | +2+0.1% | Added |
| Wedbush Securities Inc | 1,644 | $807.0K | 0.04% | +5+0.3% | Added |
| Holistic Financial Partners | 1,669 | $819.0K | 0.49% | +120+7.7% | Added |
| Lynch & Associates | 1,690 | $830.0K | 0.21% | −57−3.3% | Reduced |
| Hayden Royal, LLC | 1,712 | $841.0K | 0.46% | +22+1.3% | Added |
| Cadence Bank NA | 1,718 | $843.0K | 0.25% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,717 | $843.0K | 0.10% | +62+3.7% | Added |
| Nicollet Investment Management, Inc. | 1,722 | $846.0K | 0.34% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,727 | $848.0K | 0.06% | +27+1.6% | Added |
| Neumann Capital Management, LLC | 1,750 | $859.0K | 0.39% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,752 | $860.0K | 0.02% | −53−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,757 | $863.0K | 0.04% | +1+0.1% | Added |
| Evanson Asset Management, LLC | 1,767 | $868.0K | 0.09% | +2+0.1% | Added |
| Duncker Streett & Co Inc | 1,781 | $874.0K | 0.16% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 1,783 | $878.0K | 0.19% | +1+0.1% | Added |
| Rothschild Investment Corp | 1,790 | $879.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,789 | $879.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,790 | $879.0K | 0.35% | +1,790 | New |
| Alesco Advisors LLC | 1,793 | $880.0K | 0.03% | −118−6.2% | Reduced |
| HM Payson & Co | 1,792 | $880.0K | 0.02% | −95−5.0% | Reduced |
| Zions Bancorporation, N.A. | 1,798 | $883.0K | 0.09% | +1,533+578.5% | Added |