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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 1,809 | $888.0K | 0.18% | +1+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,833 | $900.0K | 0.09% | +574+45.6% | Added |
| Paragon Capital Management Ltd | 1,837 | $902.0K | 0.42% | −6−0.3% | Reduced |
| Beacon Financial Advisory LLC | 1,877 | $922.0K | 0.50% | +1+0.1% | Added |
| Eastern Bank | 1,881 | $924.0K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,881 | $924.0K | 0.56% | +2+0.1% | Added |
| First Business Financial Services, Inc. | 1,888 | $927.0K | 0.11% | −5−0.3% | Reduced |
| Private Wealth Group, LLC | 1,887 | $927.0K | 0.61% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,898 | $933.0K | 0.29% | −75−3.8% | Reduced |
| Marshall Wace, LLP | 1,945 | $955.0K | 0.01% | +1,262+184.8% | Added |
| Joel Isaacson & Co., LLC | 1,953 | $959.0K | 0.07% | +52+2.7% | Added |
| LCNB Corp | 1,965 | $965.0K | 0.49% | −20−1.0% | Reduced |
| Prosperity Planning, Inc. | 1,971 | $968.0K | 0.60% | −59−2.9% | Reduced |
| Highland Capital Management, LLC | 1,988 | $976.0K | 0.06% | +1,988 | New |
| Kingsview Wealth Management, LLC | 1,977 | $979.0K | 0.05% | +450+29.5% | Added |
| Spotlight Asset Group, Inc. | 2,014 | $989.0K | 0.38% | −4,449−68.8% | Reduced |
| TCTC Holdings, LLC | 2,038 | $1.00M | 0.05% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 2,054 | $1.00M | 0.22% | +44+2.2% | Added |
| Pacific Financial Group Inc | 2,045 | $1.00M | 0.69% | +140+7.3% | Added |
| Keebeck Alpha, LP | 2,049 | $1.01M | 0.35% | −110−5.1% | Reduced |
| White Pine Capital LLC | 2,043 | $1.01M | 0.30% | +202+11.0% | Added |
| Bryn Mawr Trust Co | 2,063 | $1.01M | 0.04% | 00.0% | Unchanged |
| CPWM, LLC | 2,066 | $1.01M | 0.08% | −220−9.6% | Reduced |
| Manchester Capital Management LLC | 2,078 | $1.02M | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,073 | $1.02M | 0.09% | −103−4.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,091 | $1.02M | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,112 | $1.04M | 0.16% | +42+2.0% | Added |
| Financial & Tax Architects, LLC | 2,112 | $1.04M | 0.51% | −19,136−90.1% | Reduced |
| Shufro Rose & Co LLC | 2,139 | $1.05M | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,164 | $1.06M | 0.42% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,180 | $1.07M | 0.11% | +604+38.3% | Added |
| Providence First Trust Co | 2,207 | $1.08M | 0.51% | −100−4.3% | Reduced |
| D.A. Davidson & Co. | 2,247 | $1.10M | 0.01% | +67+3.1% | Added |
| Legacy Wealth Management, LLC | 2,250 | $1.10M | 0.61% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 2,251 | $1.10M | 0.20% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,256 | $1.11M | 0.23% | 00.0% | Unchanged |
| Connolly Sarah T. | 2,285 | $1.12M | 0.92% | −57−2.4% | Reduced |
| GFS Advisors, LLC | 2,298 | $1.13M | 0.25% | −70−3.0% | Reduced |
| Slow Capital, Inc. | 2,300 | $1.13M | 0.21% | +2,300 | New |
| AlphaStar Capital Management, LLC | 2,312 | $1.13M | 0.14% | +1,767+324.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,303 | $1.13M | 0.37% | −85−3.6% | Reduced |
| Parsons Capital Management Inc | 2,317 | $1.14M | 0.09% | −79−3.3% | Reduced |
| Howe & Rusling Inc | 2,319 | $1.14M | 0.14% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,370 | $1.16M | 0.29% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,374 | $1.17M | 1.20% | +2,374 | New |
| Tiedemann Advisors, LLC | 2,431 | $1.20M | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,445 | $1.20M | 0.12% | +10.0% | Added |
| Sigma Investment Counselors Inc | 2,452 | $1.20M | 0.09% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,479 | $1.22M | 0.64% | +876+54.6% | Added |
| Bank of Nova Scotia | 2,500 | $1.23M | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,522 | $1.24M | 0.05% | −142−5.3% | Reduced |
| Granite Investment Advisors, LLC | 2,542 | $1.25M | 0.20% | −75−2.9% | Reduced |
| Beaumont Financial Partners, LLC | 2,571 | $1.26M | 0.10% | −140−5.2% | Reduced |
| TruWealth Advisors, LLC | 2,577 | $1.26M | 0.15% | −1,004−28.0% | Reduced |
| Baker Avenue Asset Management, LP | 2,579 | $1.27M | 0.07% | −385−13.0% | Reduced |
| Lenox Wealth Advisors, LLC | 2,581 | $1.27M | 0.16% | −26−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,668 | $1.31M | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,682 | $1.32M | 0.07% | −107−3.8% | Reduced |
| Hall Kathryn A. | 2,698 | $1.32M | 0.42% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,714 | $1.33M | 0.08% | −24−0.9% | Reduced |
| Lyell Wealth Management, LP | 2,711 | $1.33M | 0.17% | −175−6.1% | Reduced |
| Hardy Reed LLC | 2,775 | $1.36M | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,794 | $1.37M | 0.37% | +670+31.5% | Added |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.38M | 0.18% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,858 | $1.40M | 0.28% | −42−1.4% | Reduced |
| Montecito Bank & Trust | 2,883 | $1.42M | 0.27% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,929 | $1.44M | 0.00% | +2,929 | New |
| Perigon Wealth Management, LLC | 2,955 | $1.45M | 0.13% | −99−3.2% | Reduced |
| Johnson Financial Group, Inc. | 2,980 | $1.46M | 0.10% | −36−1.2% | Reduced |
| Aspiriant, LLC | 3,012 | $1.48M | 0.08% | −67−2.2% | Reduced |
| Quest Capital Management Inc | 3,070 | $1.51M | 0.30% | −62−2.0% | Reduced |
| Sax Wealth Advisors, LLC | 3,081 | $1.51M | 0.52% | −1,100−26.3% | Reduced |
| Stephens Inc | 3,084 | $1.51M | 0.02% | −19−0.6% | Reduced |
| Middleton & Co Inc | 3,091 | $1.52M | 0.16% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,063 | $1.52M | 0.33% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,094 | $1.52M | 0.04% | +434+16.3% | Added |
| NorthRock Partners, LLC | 3,138 | $1.54M | 0.13% | −314−9.1% | Reduced |
| Choate Investment Advisors | 3,138 | $1.54M | 0.09% | −125−3.8% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.55M | 0.56% | −400−11.3% | Reduced |
| Rockland Trust Co | 3,178 | $1.56M | 0.11% | −748−19.1% | Reduced |
| United Bank | 3,189 | $1.57M | 0.21% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,202 | $1.57M | 0.28% | −53−1.6% | Reduced |
| Aldebaran Financial Inc. | 3,188 | $1.58M | 1.39% | −84−2.6% | Reduced |
| Freestone Capital Holdings, LLC | 3,218 | $1.58M | 0.08% | −506−13.6% | Reduced |
| Howland Capital Management LLC | 3,218 | $1.58M | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,220 | $1.58M | 0.56% | −11−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 3,228 | $1.58M | 0.17% | −405−11.1% | Reduced |
| Rinet Co LLC | 3,225 | $1.58M | 0.30% | +128+4.1% | Added |
| Sawgrass Asset Management LLC | 3,287 | $1.61M | 0.14% | −15−0.5% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,314 | $1.63M | 1.46% | −9−0.3% | Reduced |
| North Star Investment Management Corp. | 3,313 | $1.63M | 0.13% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,324 | $1.63M | 0.20% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,346 | $1.64M | 0.35% | −140−4.0% | Reduced |
| Regions Financial Corp | 3,365 | $1.65M | 0.01% | +21+0.6% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.66M | 0.34% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.67M | 0.14% | 00.0% | Unchanged |
| Old Mission Capital LLC | 3,395 | $1.67M | 0.06% | +1,481+77.4% | Added |
| IHT Wealth Management, LLC | 3,409 | $1.67M | 0.11% | +2,771+434.3% | Added |
| WealthBridge Capital Management, LLC | 3,414 | $1.68M | 0.61% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,415 | $1.68M | 0.20% | 00.0% | Unchanged |