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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 3,445 | $1.69M | 0.40% | +3,445 | New |
| Woodstock Corp | 3,497 | $1.72M | 0.20% | +545+18.5% | Added |
| Colony Group LLC | 3,510 | $1.72M | 0.03% | −297−7.8% | Reduced |
| CIBC World Markets Inc. | 3,548 | $1.74M | 0.01% | +767+27.6% | Added |
| Change Path, LLC | 3,567 | $1.75M | 0.11% | −36−1.0% | Reduced |
| Oxford Financial Group Ltd | 3,607 | $1.77M | 0.24% | +700+24.1% | Added |
| Moody Lynn & Lieberson, LLC | 3,635 | $1.78M | 0.13% | −36−1.0% | Reduced |
| XML Financial, LLC | 3,648 | $1.79M | 0.39% | +50+1.4% | Added |
| SOA Wealth Advisors, LLC. | 3,668 | $1.80M | 0.46% | −341−8.5% | Reduced |
| Merit Financial Group, LLC | 3,712 | $1.82M | 0.17% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,722 | $1.83M | 0.58% | −366−9.0% | Reduced |
| TSFG, LLC | 3,734 | $1.83M | 0.74% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,739 | $1.84M | 0.05% | −26−0.7% | Reduced |
| InTrack Investment Management Inc | 3,768 | $1.84M | 1.44% | +212+6.0% | Added |
| Coyle Financial Counsel LLC | 3,756 | $1.84M | 1.11% | −80−2.1% | Reduced |
| Haverford Trust Co | 3,772 | $1.85M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,776 | $1.85M | 0.06% | −2,499−39.8% | Reduced |
| Leavell Investment Management, Inc. | 3,881 | $1.85M | 0.15% | 00.0% | Unchanged |
| Maryland Capital Management | 3,815 | $1.87M | 0.11% | −260−6.4% | Reduced |
| Kings Point Capital Management | 3,829 | $1.88M | 0.17% | 00.0% | Unchanged |
| Bank Hapoalim BM | 6,156 | $1.89M | 0.22% | −25,844−80.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,900 | $1.92M | 0.02% | +501+14.7% | Added |
| StoneX Group Inc. | 3,902 | $1.92M | 0.28% | +438+12.6% | Added |
| National Asset Management, Inc. | 3,924 | $1.92M | 0.06% | +618+18.7% | Added |
| Ameritas Investment Company, LLC | 3,586 | $1.93M | 0.09% | +936+35.3% | Added |
| CAPROCK Group, Inc. | 3,930 | $1.94M | 0.18% | +3,050+346.6% | Added |
| Moneta Group Investment Advisors LLC | 3,969 | $1.95M | 0.09% | +49+1.3% | Added |
| Wunderlich Capital Managemnt | 3,998 | $1.96M | 0.99% | +35+0.9% | Added |
| Osborne Partners Capital Management, LLC | 4,021 | $1.97M | 0.16% | +440+12.3% | Added |
| BBVA USA | 4,024 | $1.98M | 0.11% | +4,024 | New |
| Pinnacle Family Advisors, LLC | 4,113 | $2.02M | 0.88% | +488+13.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,152 | $2.04M | 0.74% | −95−2.2% | Reduced |
| Wade G W & Inc | 4,172 | $2.05M | 0.10% | +10.0% | Added |
| Northern Oak Wealth Management Inc | 4,175 | $2.05M | 0.25% | −10−0.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,177 | $2.05M | 0.46% | −204−4.7% | Reduced |
| Lowe Wealth Advisors, LLC | 4,184 | $2.06M | 0.98% | −34−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,190 | $2.06M | 0.12% | +399+10.5% | Added |
| Kelman-Lazarov, Inc. | 4,201 | $2.06M | 0.72% | −344−7.6% | Reduced |
| Salem Investment Counselors Inc | 4,232 | $2.08M | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 4,277 | $2.10M | 0.19% | −59−1.4% | Reduced |
| Harbor Advisory Corp | 4,277 | $2.10M | 0.95% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,309 | $2.12M | 0.51% | +35+0.8% | Added |
| Cambridge Associates LLC | 4,339 | $2.13M | 0.18% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 4,343 | $2.13M | 0.37% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 4,351 | $2.14M | 0.18% | −1,678−27.8% | Reduced |
| Wealthstar Advisors, LLC | 4,370 | $2.14M | 0.82% | +4,370 | New |
| Braun Stacey Associates Inc | 4,374 | $2.15M | 0.08% | −36−0.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,407 | $2.16M | 0.80% | −157−3.4% | Reduced |
| New England Private Wealth Advisors LLC | 4,410 | $2.17M | 0.41% | +202+4.8% | Added |
| AXA S.A. | 4,436 | $2.18M | 0.01% | +243+5.8% | Added |
| Tiemann Investment Advisors, LLC | 4,442 | $2.18M | 1.02% | −170−3.7% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.19M | 0.66% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,478 | $2.20M | 0.23% | +8+0.2% | Added |
| Coastline Trust Co | 4,489 | $2.20M | 0.27% | −117−2.5% | Reduced |
| CWM, LLC | 4,524 | $2.22M | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 4,598 | $2.23M | 1.30% | +4,598 | New |
| Davidson Trust Co | 4,538 | $2.23M | 1.74% | 00.0% | Unchanged |
| Twin Tree Management, LP | 4,593 | $2.25M | 0.07% | +4,593 | New |
| Hudson Valley Investment Advisors Inc | 4,602 | $2.26M | 0.39% | −140−3.0% | Reduced |
| Cresset Asset Management, LLC | 4,689 | $2.31M | 0.03% | +558+13.5% | Added |
| J.W. Cole Advisors, Inc. | 4,735 | $2.33M | 0.18% | −1,190−20.1% | Reduced |
| Financial Architects, Inc | 4,740 | $2.33M | 0.34% | −65−1.4% | Reduced |
| Putnam Investments LLC | 4,742 | $2.33M | 0.00% | +1,557+48.9% | Added |
| Cullen/Frost Bankers, Inc. | 4,784 | $2.35M | 0.05% | −135−2.7% | Reduced |
| Spire Wealth Management | 4,834 | $2.37M | 0.06% | −952−16.5% | Reduced |
| Calton & Associates, Inc. | 4,839 | $2.38M | 0.45% | +66+1.4% | Added |
| Lido Advisors, LLC | 4,854 | $2.39M | 0.06% | −600−11.0% | Reduced |
| PFG Advisors | 4,880 | $2.40M | 0.27% | −208−4.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,882 | $2.40M | 0.36% | −182−3.6% | Reduced |
| First Citizens Bank & Trust Co | 4,895 | $2.40M | 0.11% | +37+0.8% | Added |
| Argent Trust Co | 4,919 | $2.42M | 0.16% | −13−0.3% | Reduced |
| Ieq Capital, LLC | 4,944 | $2.43M | 0.07% | +4,225+587.6% | Added |
| Resources Investment Advisors, LLC. | 4,973 | $2.44M | 0.10% | −23−0.5% | Reduced |
| Centaurus Financial, Inc. | 4,984 | $2.45M | 0.21% | −466−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $2.47M | 0.67% | 00.0% | Unchanged |
| Spinnaker Trust | 5,033 | $2.47M | 0.17% | −4−0.1% | Reduced |
| Fiduciary Trust Co | 5,033 | $2.47M | 0.05% | +1,108+28.2% | Added |
| Gilman Hill Asset Management, LLC | 5,073 | $2.49M | 0.64% | 00.0% | Unchanged |
| Hoylecohen, LLC | 5,142 | $2.52M | 0.24% | −10−0.2% | Reduced |
| Cambridge Trust Co | 5,181 | $2.54M | 0.10% | −260−4.8% | Reduced |
| Capital Bank & Trust Co | 5,184 | $2.55M | 0.03% | −728−12.3% | Reduced |
| Avalon Investment & Advisory | 5,206 | $2.56M | 0.06% | +526+11.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,231 | $2.57M | 1.81% | −60−1.1% | Reduced |
| Matrix Asset Advisors Inc | 5,289 | $2.60M | 0.37% | +104+2.0% | Added |
| Northwest Bancshares, Inc. | 5,316 | $2.61M | 0.59% | −305−5.4% | Reduced |
| Winthrop Advisory Group LLC | 5,399 | $2.65M | 0.60% | −77−1.4% | Reduced |
| Sage Financial Management Group, Inc. | 5,401 | $2.65M | 2.42% | +666+14.1% | Added |
| CFS Investment Advisory Services, LLC | 5,401 | $2.65M | 2.42% | +5,401 | New |
| Eldridge Investment Advisors, Inc. | 5,441 | $2.67M | 0.97% | −90−1.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,487 | $2.69M | 0.67% | +299+5.8% | Added |
| Port Capital LLC | 5,504 | $2.70M | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,555 | $2.73M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,559 | $2.73M | 0.02% | +281+5.3% | Added |
| Connecticut Wealth Management, LLC | 5,567 | $2.73M | 0.24% | +5,567 | New |
| Element Wealth, LLC | 5,571 | $2.73M | 2.13% | −51−0.9% | Reduced |
| Founders Financial Securities LLC | 5,581 | $2.74M | 0.54% | −83−1.5% | Reduced |
| Regents of the University of California | 5,600 | $2.75M | 0.35% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 5,625 | $2.76M | 1.38% | +7+0.1% | Added |
| High Falls Advisors, Inc | 5,630 | $2.76M | 0.74% | −30−0.5% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $2.77M | 1.07% | 00.0% | Unchanged |