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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 36,948 | $18.1M | 1.90% | −1,729−4.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 36,638 | $18.0M | 0.68% | −59−0.2% | Reduced |
| Dakota Wealth Management | 36,356 | $17.9M | 2.14% | −433−1.2% | Reduced |
| Hancock Whitney Corp | 36,310 | $17.8M | 0.57% | −2,684−6.9% | Reduced |
| Curbstone Financial Management Corp | 36,044 | $17.7M | 3.33% | −100−0.3% | Reduced |
| Bessemer Group Inc | 35,855 | $17.6M | 0.04% | −552−1.5% | Reduced |
| BDO Wealth Advisors, LLC | 35,819 | $17.6M | 1.95% | −139−0.4% | Reduced |
| People's United Financial, Inc. | 35,611 | $17.5M | 0.39% | −429−1.2% | Reduced |
| Viridian Ria, LLC | 0 | $17.5M | 4.01% | 0 | Unchanged |
| Camden Capital, LLC | 35,494 | $17.4M | 4.05% | −26−0.1% | Reduced |
| Mizuho Securities USA LLC | 34,100 | $16.7M | 1.36% | +34,100 | New |
| Johnson Midwest Financial, LLC | 32,078 | $15.8M | 15.50% | +629+2.0% | Added |
| Boston Family Office LLC | 32,029 | $15.7M | 1.12% | −1,209−3.6% | Reduced |
| Huntington National Bank | 1,350 | $15.6M | 0.16% | – | – |
| Frontier Wealth Management LLC | 31,733 | $15.6M | 1.09% | −30−0.1% | Reduced |
| Trustmark National Bank Trust Department | 31,675 | $15.6M | 1.23% | +25+0.1% | Added |
| Financial Partners Capital Management LLC | 31,665 | $15.5M | 2.85% | −53−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 31,231 | $15.3M | 0.81% | −2,426−7.2% | Reduced |
| Comerica Bank | 31,211 | $15.1M | 0.09% | −41,402−57.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,486 | $15.0M | 0.36% | −1,370−4.3% | Reduced |
| Country Club Trust Company, n.a. | 29,904 | $14.7M | 1.28% | +25+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 29,525 | $14.5M | 2.79% | +950+3.3% | Added |
| Cetera Investment Advisers | 28,853 | $14.2M | 0.23% | +7,527+35.3% | Added |
| Cetera Advisor Networks LLC | 28,413 | $14.0M | 0.20% | +1,537+5.7% | Added |
| Linscomb & Williams, Inc. | 28,349 | $13.9M | 0.71% | −528−1.8% | Reduced |
| First Financial Bank - Trust Division | 27,631 | $13.6M | 1.48% | −901−3.2% | Reduced |
| Caldwell Trust Co | 27,477 | $13.5M | 1.77% | −249−0.9% | Reduced |
| MCF Advisors LLC | 27,446 | $13.5M | 1.39% | −5,757−17.3% | Reduced |
| IFG Advisors, LLC | 27,320 | $13.4M | 6.39% | +124+0.5% | Added |
| Exchange Capital Management, Inc. | 26,663 | $13.1M | 2.51% | −39−0.1% | Reduced |
| RMB Capital Management, LLC | 26,623 | $13.1M | 0.44% | −889−3.2% | Reduced |
| Corsicana & Co. | 26,123 | $12.8M | 8.10% | +26,123 | New |
| Tiaa, FSB | 25,824 | $12.7M | 0.04% | +258+1.0% | Added |
| M&T Bank Corp | 25,793 | $12.7M | 0.06% | −707−2.7% | Reduced |
| Ramiah Investment Group | 25,531 | $12.5M | 8.98% | −684−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 25,193 | $12.4M | 0.22% | +274+1.1% | Added |
| EWG Elevate Inc. | 24,389 | $12.1M | 4.68% | +11,623+91.0% | Added |
| 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 |
| Capstone Financial Advisors, Inc. | 23,713 | $11.6M | 0.92% | −110−0.5% | Reduced |
| Commerce Bank | 23,680 | $11.6M | 0.08% | +125+0.5% | Added |
| Old National Bancorp | 23,559 | $11.6M | 0.43% | −1,948−7.6% | Reduced |
| KMG Fiduciary Partners, LLC | 23,363 | $11.5M | 2.02% | +358+1.6% | Added |
| AE Wealth Management LLC | 23,247 | $11.4M | 0.10% | −520−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 23,045 | $11.3M | 6.50% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,834 | $11.2M | 0.01% | −8,429−27.0% | Reduced |
| Janney Montgomery Scott LLC | 22,694 | $11.1M | 0.05% | +1,884+9.1% | Added |
| American International Group, Inc. | 22,200 | $10.9M | 0.04% | +5,300+31.4% | Added |
| Green Square Capital Advisors LLC | 22,026 | $10.8M | 2.96% | +3,745+20.5% | Added |
| Tower Research Capital LLC (TRC) | 21,445 | $10.5M | 0.27% | −200−0.9% | Reduced |
| Mechanics Bank Trust Department | 21,329 | $10.5M | 1.72% | −515−2.4% | Reduced |
| IFP Advisors, Inc | 21,347 | $10.4M | 0.22% | +3,014+16.4% | Added |
| SlateStone Wealth, LLC | 21,180 | $10.4M | 2.38% | 00.0% | Unchanged |
| MetLife Investment Management | 21,100 | $10.4M | 0.09% | −10,400−33.0% | Reduced |
| Royal Fund Management, LLC | 21,092 | $10.4M | 1.71% | +371+1.8% | Added |
| Kestra Advisory Services, LLC | 21,037 | $10.3M | 0.12% | −40−0.2% | Reduced |
| Evercore Wealth Management, LLC | 20,927 | $10.3M | 0.19% | +20.0% | Added |
| Terry L. Blaker | 20,926 | $10.3M | 0.67% | −404−1.9% | Reduced |
| jvl associates llc | 20,679 | $10.2M | 7.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,608 | $10.1M | 0.06% | −1,865−8.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,433 | $10.0M | 2.86% | −90.0% | Reduced |
| HSBC Holdings PLC | 20,386 | $10.0M | 0.01% | −4,142−16.9% | 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 |
| Grove Bank & Trust | 19,801 | $9.72M | 2.11% | −26−0.1% | Reduced |
| Youngs Advisory Group, Inc. | 19,728 | $9.69M | 10.33% | +472+2.5% | Added |
| Glenmede Trust Co NA | 19,724 | $9.68M | 0.05% | −468−2.3% | Reduced |
| Sargent Bickham Lagudis LLC | 19,365 | $9.51M | 0.78% | −60−0.3% | Reduced |
| MUFG Americas Holdings Corp | 19,300 | $9.48M | 0.17% | −1,955−9.2% | Reduced |
| FMR LLC | 19,258 | $9.46M | 0.00% | +2,280+13.4% | Added |
| KCM Investment Advisors LLC | 19,153 | $9.40M | 0.38% | −461−2.4% | Reduced |
| NBT Bank N A | 18,852 | $9.26M | 1.27% | −849−4.3% | Reduced |
| Camarda Financial Advisors, LLC | 18,752 | $9.21M | 5.69% | +18,752 | New |
| Telemus Capital, LLC | 18,710 | $9.19M | 0.66% | −2,358−11.2% | Reduced |
| Raymond James Trust N.A. | 18,509 | $9.09M | 0.30% | −169−0.9% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 18,178 | $8.93M | 0.02% | +10,179+127.3% | Added |
| Clear Creek Financial Management, LLC | 18,105 | $8.85M | 1.37% | +18,105 | New |
| Cetera Advisors LLC | 17,996 | $8.84M | 0.21% | −698−3.7% | Reduced |
| Community Bank, N.A. | 17,547 | $8.62M | 1.02% | −155−0.9% | Reduced |
| Hummer Financial Advisory Services Inc | 17,448 | $8.59M | 7.94% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 18,011 | $8.58M | 2.74% | −1,950−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 17,311 | $8.50M | 0.05% | +966+5.9% | Added |
| Central Bank & Trust Co | 17,040 | $8.37M | 1.35% | −432−2.5% | Reduced |
| Bridgeworth, LLC | 16,956 | $8.32M | 2.37% | −209−1.2% | Reduced |
| Pacific Center for Financial Services | 16,829 | $8.26M | 3.61% | −67−0.4% | Reduced |
| Sun Life Financial INC | 16,698 | $8.20M | 0.41% | −802−4.6% | Reduced |
| Metropolitan Life Insurance Co | 16,600 | $8.15M | 0.11% | −8,500−33.9% | Reduced |
| Legacy Advisors, LLC | 16,517 | $8.11M | 3.29% | +50.0% | Added |
| Peddock Capital Advisors, LLC | 16,309 | $8.03M | 2.81% | +46+0.3% | Added |
| Goelzer Investment Management, Inc. | 16,066 | $7.89M | 0.66% | −533−3.2% | Reduced |
| Palisade Asset Management, LLC | 15,685 | $7.70M | 0.91% | −126−0.8% | Reduced |
| American Portfolios Advisors | 15,441 | $7.58M | 0.29% | +1,716+12.5% | Added |
| Qci Asset Management Inc | 15,413 | $7.57M | 0.45% | −552−3.5% | Reduced |
| Alexandria Capital, LLC | 15,402 | $7.56M | 0.70% | −134−0.9% | Reduced |
| Retirement Income Solutions, Inc | 15,394 | $7.56M | 2.59% | −340−2.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,339 | $7.53M | 0.11% | +238+1.6% | Added |
| Staley Capital Advisers Inc | 15,280 | $7.50M | 0.39% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,188 | $7.46M | 0.44% | +1,980+15.0% | Added |