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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 12,171 | $5.98M | 0.24% | −100−0.8% | Reduced |
| Peak Asset Management, LLC | 12,229 | $6.00M | 1.49% | −45−0.4% | Reduced |
| New England Asset Management Inc | 12,485 | $6.13M | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 12,518 | $6.15M | 1.37% | −1,052−7.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,527 | $6.15M | 1.44% | +140+1.1% | Added |
| Modera Wealth Management, LLC | 12,541 | $6.16M | 0.33% | −41−0.3% | Reduced |
| MML Investors Services, LLC | 12,666 | $6.22M | 0.05% | +1,962+18.3% | Added |
| Steward Partners Investment Advisory, LLC | 12,989 | $6.38M | 0.11% | −20−0.2% | Reduced |
| Round Table Services, LLC | 13,027 | $6.40M | 1.41% | −259−1.9% | Reduced |
| Motco | 13,037 | $6.40M | 0.42% | −265−2.0% | Reduced |
| Meristem Family Wealth, LLC | 13,042 | $6.40M | 1.01% | −360−2.7% | Reduced |
| Fifth Third Securities, Inc. | 13,261 | $6.51M | 2.34% | +95+0.7% | Added |
| Venturi Wealth Management, LLC | 13,264 | $6.51M | 0.58% | −376−2.8% | Reduced |
| Private Advisor Group, LLC | 13,264 | $6.51M | 0.06% | −318−2.3% | Reduced |
| Renaissance Technologies LLC | 13,400 | $6.58M | 0.01% | +13,400 | New |
| Allegiant Private Advisors, LLC | 13,404 | $6.58M | 1.06% | −706−5.0% | Reduced |
| Smith Anglin Financial, LLC | 13,560 | $6.66M | 1.28% | −17−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 13,596 | $6.68M | 3.22% | −11−0.1% | Reduced |
| Veracity Capital LLC | 13,670 | $6.71M | 1.57% | +13,670 | New |
| Adirondack Trust Co | 13,682 | $6.72M | 3.39% | +8+0.1% | Added |
| Bank of New Hampshire | 13,720 | $6.74M | 1.80% | +13,720 | New |
| Busey Wealth Management | 13,792 | $6.77M | 0.32% | −153−1.1% | Reduced |
| Chesley Taft & Associates LLC | 13,806 | $6.78M | 0.39% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13,930 | $6.84M | 2.76% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 14,142 | $6.94M | 0.35% | +14,142 | New |
| Edge Capital Group, LLC | 14,157 | $6.95M | 0.56% | −1,140−7.5% | Reduced |
| Legal & General Group Plc | 14,200 | $6.97M | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,555 | $7.15M | 4.49% | +16+0.1% | Added |
| Colorado Capital Management, Inc. | 14,575 | $7.16M | 4.82% | −359−2.4% | Reduced |
| RiverTree Advisors, LLC | 14,646 | $7.19M | 4.87% | +14,646 | New |
| Elm Advisors, LLC | 14,675 | $7.21M | 4.22% | −179−1.2% | Reduced |
| Fifth Third Bancorp | 14,692 | $7.21M | 0.03% | +454+3.2% | Added |
| Midwest Professional Planners, LTD. | 14,779 | $7.26M | 3.78% | +6,527+79.1% | Added |
| Lincoln National Corp | 15,045 | $7.39M | 0.16% | +329+2.2% | Added |
| Ascension Capital Advisors, Inc. | 15,091 | $7.41M | 4.66% | +221+1.5% | Added |
| Mutual Advisors, LLC | 15,188 | $7.46M | 0.44% | +1,980+15.0% | Added |
| Staley Capital Advisers Inc | 15,280 | $7.50M | 0.39% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 15,339 | $7.53M | 0.11% | +238+1.6% | Added |
| Retirement Income Solutions, Inc | 15,394 | $7.56M | 2.59% | −340−2.2% | Reduced |
| Alexandria Capital, LLC | 15,402 | $7.56M | 0.70% | −134−0.9% | Reduced |
| Qci Asset Management Inc | 15,413 | $7.57M | 0.45% | −552−3.5% | Reduced |
| American Portfolios Advisors | 15,441 | $7.58M | 0.29% | +1,716+12.5% | Added |
| Palisade Asset Management, LLC | 15,685 | $7.70M | 0.91% | −126−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 16,066 | $7.89M | 0.66% | −533−3.2% | Reduced |
| Peddock Capital Advisors, LLC | 16,309 | $8.03M | 2.81% | +46+0.3% | Added |
| Legacy Advisors, LLC | 16,517 | $8.11M | 3.29% | +50.0% | Added |
| Metropolitan Life Insurance Co | 16,600 | $8.15M | 0.11% | −8,500−33.9% | Reduced |
| Sun Life Financial INC | 16,698 | $8.20M | 0.41% | −802−4.6% | Reduced |
| Pacific Center for Financial Services | 16,829 | $8.26M | 3.61% | −67−0.4% | Reduced |
| Bridgeworth, LLC | 16,956 | $8.32M | 2.37% | −209−1.2% | Reduced |
| Central Bank & Trust Co | 17,040 | $8.37M | 1.35% | −432−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 17,311 | $8.50M | 0.05% | +966+5.9% | Added |
| Mattern Wealth Management LLC | 18,011 | $8.58M | 2.74% | −1,950−9.8% | Reduced |
| Hummer Financial Advisory Services Inc | 17,448 | $8.59M | 7.94% | 00.0% | Unchanged |
| Community Bank, N.A. | 17,547 | $8.62M | 1.02% | −155−0.9% | Reduced |
| Cetera Advisors LLC | 17,996 | $8.84M | 0.21% | −698−3.7% | Reduced |
| Clear Creek Financial Management, LLC | 18,105 | $8.85M | 1.37% | +18,105 | New |
| CIBC Private Wealth Group, LLC | 18,178 | $8.93M | 0.02% | +10,179+127.3% | Added |
| D. Scott Neal, Inc. | 18,493 | $9.08M | 4.12% | −45−0.2% | Reduced |
| Massmutual Trust Co FSB | 18,493 | $9.08M | 0.39% | +2,044+12.4% | Added |
| Raymond James Trust N.A. | 18,509 | $9.09M | 0.30% | −169−0.9% | Reduced |
| Telemus Capital, LLC | 18,710 | $9.19M | 0.66% | −2,358−11.2% | Reduced |
| Camarda Financial Advisors, LLC | 18,752 | $9.21M | 5.69% | +18,752 | New |
| NBT Bank N A | 18,852 | $9.26M | 1.27% | −849−4.3% | Reduced |
| KCM Investment Advisors LLC | 19,153 | $9.40M | 0.38% | −461−2.4% | Reduced |
| FMR LLC | 19,258 | $9.46M | 0.00% | +2,280+13.4% | Added |
| MUFG Americas Holdings Corp | 19,300 | $9.48M | 0.17% | −1,955−9.2% | Reduced |
| Sargent Bickham Lagudis LLC | 19,365 | $9.51M | 0.78% | −60−0.3% | Reduced |
| Glenmede Trust Co NA | 19,724 | $9.68M | 0.05% | −468−2.3% | Reduced |
| Youngs Advisory Group, Inc. | 19,728 | $9.69M | 10.33% | +472+2.5% | Added |
| Grove Bank & Trust | 19,801 | $9.72M | 2.11% | −26−0.1% | Reduced |
| Lutz Financial Services LLC | 20,312 | $9.97M | 1.33% | −178−0.9% | Reduced |
| Parametric Portfolio Associates LLC | 20,311 | $9.97M | 0.01% | +41+0.2% | Added |
| HSBC Holdings PLC | 20,386 | $10.0M | 0.01% | −4,142−16.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,433 | $10.0M | 2.86% | −90.0% | Reduced |
| Brown Brothers Harriman & Co | 20,608 | $10.1M | 0.06% | −1,865−8.3% | Reduced |
| jvl associates llc | 20,679 | $10.2M | 7.00% | 00.0% | Unchanged |
| Terry L. Blaker | 20,926 | $10.3M | 0.67% | −404−1.9% | Reduced |
| Evercore Wealth Management, LLC | 20,927 | $10.3M | 0.19% | +20.0% | Added |
| Kestra Advisory Services, LLC | 21,037 | $10.3M | 0.12% | −40−0.2% | Reduced |
| Royal Fund Management, LLC | 21,092 | $10.4M | 1.71% | +371+1.8% | Added |
| MetLife Investment Management | 21,100 | $10.4M | 0.09% | −10,400−33.0% | Reduced |
| SlateStone Wealth, LLC | 21,180 | $10.4M | 2.38% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21,347 | $10.4M | 0.22% | +3,014+16.4% | Added |
| Mechanics Bank Trust Department | 21,329 | $10.5M | 1.72% | −515−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 21,445 | $10.5M | 0.27% | −200−0.9% | Reduced |
| Green Square Capital Advisors LLC | 22,026 | $10.8M | 2.96% | +3,745+20.5% | Added |
| American International Group, Inc. | 22,200 | $10.9M | 0.04% | +5,300+31.4% | Added |
| Janney Montgomery Scott LLC | 22,694 | $11.1M | 0.05% | +1,884+9.1% | Added |
| Citadel Advisors LLC | 22,834 | $11.2M | 0.01% | −8,429−27.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 23,045 | $11.3M | 6.50% | 00.0% | Unchanged |
| AE Wealth Management LLC | 23,247 | $11.4M | 0.10% | −520−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 23,363 | $11.5M | 2.02% | +358+1.6% | Added |
| Old National Bancorp | 23,559 | $11.6M | 0.43% | −1,948−7.6% | Reduced |
| Commerce Bank | 23,680 | $11.6M | 0.08% | +125+0.5% | Added |
| Capstone Financial Advisors, Inc. | 23,713 | $11.6M | 0.92% | −110−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 23,935 | $11.8M | 0.48% | +505+2.2% | Added |
| Pinnacle Wealth Advisors | 23,935 | $11.8M | 0.48% | +23,935 | New |
| EWG Elevate Inc. | 24,389 | $12.1M | 4.68% | +11,623+91.0% | Added |
| Avantax Advisory Services, Inc. | 25,193 | $12.4M | 0.22% | +274+1.1% | Added |