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 |
|---|---|---|---|---|---|
| Asset Management Group, Inc. | 5,693 | $2.79M | 0.58% | +9+0.2% | Added |
| Private Asset Management Inc | 5,871 | $2.88M | 0.38% | −324−5.2% | Reduced |
| Wealthcare Advisory Partners LLC | 5,960 | $2.93M | 0.20% | −162−2.6% | Reduced |
| Baron Financial Group, LLC | 5,970 | $2.93M | 1.82% | −300−4.8% | Reduced |
| JMG Financial Group, Ltd. | 5,981 | $2.94M | 0.17% | −40−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,061 | $2.98M | 2.47% | −41−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 6,070 | $2.98M | 0.33% | +858+16.5% | Added |
| Homrich & Berg | 6,107 | $3.00M | 0.07% | +1,169+23.7% | Added |
| Allworth Financial LP | 6,193 | $3.04M | 0.06% | −508−7.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,211 | $3.05M | 0.60% | −263−4.1% | Reduced |
| Pegasus Asset Management, Inc. | 6,235 | $3.06M | 1.43% | −5−0.1% | Reduced |
| West Paces Advisors Inc. | 6,287 | $3.09M | 1.13% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,298 | $3.09M | 1.48% | +149+2.4% | Added |
| Sepio Capital, LP | 6,300 | $3.09M | 0.26% | 00.0% | Unchanged |
| Keystone Financial Group | 6,313 | $3.10M | 0.56% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,355 | $3.12M | 0.82% | −120−1.9% | Reduced |
| Courier Capital LLC | 6,411 | $3.15M | 0.30% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,452 | $3.17M | 0.44% | −10.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,744 | $3.21M | 1.38% | +80+1.2% | Added |
| Personal Wealth Partners | 6,555 | $3.22M | 1.30% | −139−2.1% | Reduced |
| Disciplined Investments, LLC | 6,585 | $3.23M | 1.66% | −76−1.1% | Reduced |
| Bristlecone Advisors, LLC | 6,616 | $3.25M | 0.44% | −68−1.0% | Reduced |
| Gould Asset Management LLC | 6,661 | $3.27M | 0.93% | +100+1.5% | Added |
| St. Johns Investment Management Company, LLC | 6,770 | $3.32M | 1.81% | −59−0.9% | Reduced |
| Novak Financial Planning, LLC | 6,774 | $3.33M | 1.63% | −198−2.8% | Reduced |
| Summit Wealth Partners, LLC | 6,792 | $3.34M | 0.80% | +10.0% | Added |
| Meridian Wealth Management, LLC | 6,800 | $3.34M | 0.43% | +117+1.8% | Added |
| Ballentine Partners, LLC | 6,805 | $3.34M | 0.12% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 6,825 | $3.35M | 0.03% | −175−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 6,830 | $3.35M | 1.04% | +155+2.3% | Added |
| Resonant Capital Advisors, LLC | 6,847 | $3.37M | 0.65% | −923−11.9% | Reduced |
| Oppenheimer & Co Inc | 6,891 | $3.38M | 0.06% | −123−1.8% | Reduced |
| Keybank National Association | 7,198 | $3.53M | 0.02% | −184−2.5% | Reduced |
| Bay Rivers Group | 7,214 | $3.54M | 2.51% | +12+0.2% | Added |
| Newport Capital Group, LLC | 7,325 | $3.60M | 2.85% | +240+3.4% | Added |
| RMR Wealth Builders | 7,345 | $3.62M | 1.19% | −2,730−27.1% | Reduced |
| Horizon Investments, LLC | 7,484 | $3.67M | 0.11% | +3,571+91.3% | Added |
| Wetherby Asset Management Inc | 7,591 | $3.73M | 0.23% | +224+3.0% | Added |
| Salomon & Ludwin, LLC | 7,592 | $3.73M | 0.59% | +389+5.4% | Added |
| Belpointe Asset Management LLC | 7,604 | $3.73M | 0.27% | −2,546−25.1% | Reduced |
| Davis R M Inc | 7,818 | $3.84M | 0.10% | −97−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 7,833 | $3.85M | 0.03% | −63−0.8% | Reduced |
| Stephenson National Bank & Trust | 7,840 | $3.85M | 2.50% | −283−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,045 | $3.95M | 0.14% | −2,000−19.9% | Reduced |
| CMG Global Holdings, LLC | 8,059 | $3.96M | 2.99% | +233+3.0% | Added |
| First Heartland Consultants, Inc. | 8,194 | $4.02M | 0.61% | +894+12.2% | Added |
| Badgley Phelps & Bell Inc | 8,267 | $4.06M | 0.15% | −154−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 8,317 | $4.08M | 0.14% | −60−0.7% | Reduced |
| ARS Investment Partners, LLC | 8,412 | $4.13M | 0.42% | +127+1.5% | Added |
| Bank of the West | 8,431 | $4.14M | 0.42% | +132+1.6% | Added |
| Equitable Holdings, Inc. | 8,472 | $4.16M | 0.07% | −2,179−20.5% | Reduced |
| Harvest Investment Services, LLC | 8,479 | $4.16M | 1.75% | +32+0.4% | Added |
| Moloney Securities Asset Management, LLC | 8,521 | $4.18M | 0.76% | +443+5.5% | Added |
| Pettinga Financial Advisors, LLC | 8,546 | $4.20M | 1.12% | −136−1.6% | Reduced |
| Harbour Investments, Inc. | 8,569 | $4.21M | 0.13% | +98+1.2% | Added |
| Csenge Advisory Group | 8,503 | $4.21M | 0.37% | −606−6.7% | Reduced |
| Court Place Advisors, LLC | 8,648 | $4.25M | 1.24% | +375+4.5% | Added |
| Empowered Funds, LLC | 8,700 | $4.27M | 0.54% | +8,700 | New |
| GenTrust, LLC | 8,718 | $4.29M | 0.36% | −321−3.6% | Reduced |
| Evensky & Katz LLC | 8,768 | $4.30M | 0.44% | +9+0.1% | Added |
| Segment Wealth Management, LLC | 8,771 | $4.31M | 0.51% | −10−0.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,839 | $4.34M | 2.42% | +61+0.7% | Added |
| IFG Advisory, LLC | 8,879 | $4.36M | 0.49% | −488−5.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,929 | $4.38M | 2.44% | −4,696−34.5% | Reduced |
| Bailard, Inc. | 9,321 | $4.58M | 0.16% | −28−0.3% | Reduced |
| Sunflower Bank, N.A. | 9,407 | $4.62M | 0.71% | −560−5.6% | Reduced |
| Madison Asset Management, LLC | 9,490 | $4.66M | 0.06% | +1,645+21.0% | Added |
| Cape Cod Five Cents Savings Bank | 9,581 | $4.71M | 0.49% | −299−3.0% | Reduced |
| AMG National Trust Bank | 9,805 | $4.81M | 0.15% | −45−0.5% | Reduced |
| Prospera Financial Services Inc | 9,900 | $4.86M | 0.24% | +101+1.0% | Added |
| RBF Capital, LLC | 10,000 | $4.91M | 0.27% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10,006 | $4.91M | 1.22% | −55−0.5% | Reduced |
| Filbrandt Wealth Management, LLC | 10,067 | $4.94M | 2.80% | −194−1.9% | Reduced |
| Synovus Financial Corp | 10,072 | $4.95M | 0.05% | +597+6.3% | Added |
| Capital Advantage, Inc. | 10,175 | $5.00M | 1.31% | −50−0.5% | Reduced |
| Sonata Capital Group Inc | 10,200 | $5.01M | 2.28% | +137+1.4% | Added |
| Diversified Portfolios, Inc. | 10,240 | $5.03M | 1.89% | −234−2.2% | Reduced |
| Howard Capital Management Inc. | 12,918 | $5.03M | 0.95% | +220+1.7% | Added |
| Nixon Peabody Trust Co | 10,363 | $5.09M | 1.96% | −218−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,417 | $5.12M | 0.72% | −81−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,435 | $5.12M | 0.03% | −1,350−11.5% | Reduced |
| Associated Banc-Corp | 10,491 | $5.15M | 0.20% | −5,739−35.4% | Reduced |
| Wealthspire Advisors, LLC | 10,520 | $5.17M | 0.14% | +101+1.0% | Added |
| Firestone Capital Management | 10,585 | $5.20M | 1.88% | −13−0.1% | Reduced |
| Renaissance Investment Group LLC | 10,602 | $5.21M | 1.33% | −567−5.1% | Reduced |
| Waldron Private Wealth LLC | 10,688 | $5.25M | 0.34% | +495+4.9% | Added |
| Central Trust Co | 10,733 | $5.27M | 0.19% | −76−0.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,814 | $5.31M | 0.49% | −10−0.1% | Reduced |
| Sigma Planning Corp | 11,083 | $5.44M | 0.16% | −5,513−33.2% | Reduced |
| Sand Hill Global Advisors, LLC | 11,300 | $5.55M | 0.34% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,457 | $5.63M | 0.12% | +621+5.7% | Added |
| Meridian Wealth Advisors, LLC | 11,589 | $5.69M | 1.61% | +294+2.6% | Added |
| Flputnam Investment Management Co | 11,877 | $5.83M | 0.20% | −163−1.4% | Reduced |
| Raffa Wealth Management, LLC | 11,884 | $5.84M | 2.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,922 | $5.85M | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,924 | $5.86M | 0.03% | +9,238+343.9% | Added |
| Pegasus Partners Ltd. | 11,946 | $5.87M | 1.14% | −76−0.6% | Reduced |
| First Horizon Advisors, Inc. | 11,981 | $5.88M | 0.32% | −133−1.1% | Reduced |
| G&S Capital LLC | 12,022 | $5.90M | 3.10% | −193−1.6% | Reduced |
| Franklin Resources Inc | 12,076 | $5.93M | 0.00% | −40−0.3% | Reduced |