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 |
|---|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | 15,091 | $7.41M | 4.66% | +221+1.5% | Added |
| Lincoln National Corp | 15,045 | $7.39M | 0.16% | +329+2.2% | Added |
| Midwest Professional Planners, LTD. | 14,779 | $7.26M | 3.78% | +6,527+79.1% | Added |
| Fifth Third Bancorp | 14,692 | $7.21M | 0.03% | +454+3.2% | Added |
| Elm Advisors, LLC | 14,675 | $7.21M | 4.22% | −179−1.2% | Reduced |
| RiverTree Advisors, LLC | 14,646 | $7.19M | 4.87% | +14,646 | New |
| Colorado Capital Management, Inc. | 14,575 | $7.16M | 4.82% | −359−2.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,555 | $7.15M | 4.49% | +16+0.1% | Added |
| Legal & General Group Plc | 14,200 | $6.97M | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14,157 | $6.95M | 0.56% | −1,140−7.5% | Reduced |
| Flow Traders U.S. LLC | 14,142 | $6.94M | 0.35% | +14,142 | New |
| Boyd Watterson Asset Management LLC | 13,930 | $6.84M | 2.76% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,806 | $6.78M | 0.39% | 00.0% | Unchanged |
| Busey Wealth Management | 13,792 | $6.77M | 0.32% | −153−1.1% | Reduced |
| Bank of New Hampshire | 13,720 | $6.74M | 1.80% | +13,720 | New |
| Adirondack Trust Co | 13,682 | $6.72M | 3.39% | +8+0.1% | Added |
| Veracity Capital LLC | 13,670 | $6.71M | 1.57% | +13,670 | New |
| All Terrain Financial Advisors, LLC | 13,596 | $6.68M | 3.22% | −11−0.1% | Reduced |
| Smith Anglin Financial, LLC | 13,560 | $6.66M | 1.28% | −17−0.1% | Reduced |
| Allegiant Private Advisors, LLC | 13,404 | $6.58M | 1.06% | −706−5.0% | Reduced |
| Renaissance Technologies LLC | 13,400 | $6.58M | 0.01% | +13,400 | New |
| 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 |
| Fifth Third Securities, Inc. | 13,261 | $6.51M | 2.34% | +95+0.7% | Added |
| Meristem Family Wealth, LLC | 13,042 | $6.40M | 1.01% | −360−2.7% | Reduced |
| Motco | 13,037 | $6.40M | 0.42% | −265−2.0% | Reduced |
| Round Table Services, LLC | 13,027 | $6.40M | 1.41% | −259−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,989 | $6.38M | 0.11% | −20−0.2% | Reduced |
| MML Investors Services, LLC | 12,666 | $6.22M | 0.05% | +1,962+18.3% | Added |
| Modera Wealth Management, LLC | 12,541 | $6.16M | 0.33% | −41−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,527 | $6.15M | 1.44% | +140+1.1% | Added |
| Redhawk Wealth Advisors, Inc. | 12,518 | $6.15M | 1.37% | −1,052−7.8% | Reduced |
| New England Asset Management Inc | 12,485 | $6.13M | 0.11% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 12,229 | $6.00M | 1.49% | −45−0.4% | Reduced |
| Boston Financial Mangement LLC | 12,171 | $5.98M | 0.24% | −100−0.8% | Reduced |
| Franklin Resources Inc | 12,076 | $5.93M | 0.00% | −40−0.3% | Reduced |
| G&S Capital LLC | 12,022 | $5.90M | 3.10% | −193−1.6% | Reduced |
| First Horizon Advisors, Inc. | 11,981 | $5.88M | 0.32% | −133−1.1% | Reduced |
| Pegasus Partners Ltd. | 11,946 | $5.87M | 1.14% | −76−0.6% | Reduced |
| Balyasny Asset Management LLC | 11,924 | $5.86M | 0.03% | +9,238+343.9% | Added |
| Teachers Retirement System of the State of Kentucky | 11,922 | $5.85M | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11,884 | $5.84M | 2.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 11,877 | $5.83M | 0.20% | −163−1.4% | Reduced |
| Meridian Wealth Advisors, LLC | 11,589 | $5.69M | 1.61% | +294+2.6% | Added |
| Cerity Partners LLC | 11,457 | $5.63M | 0.12% | +621+5.7% | Added |
| Sand Hill Global Advisors, LLC | 11,300 | $5.55M | 0.34% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,083 | $5.44M | 0.16% | −5,513−33.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,814 | $5.31M | 0.49% | −10−0.1% | Reduced |
| Central Trust Co | 10,733 | $5.27M | 0.19% | −76−0.7% | Reduced |
| Waldron Private Wealth LLC | 10,688 | $5.25M | 0.34% | +495+4.9% | Added |
| Renaissance Investment Group LLC | 10,602 | $5.21M | 1.33% | −567−5.1% | Reduced |
| Firestone Capital Management | 10,585 | $5.20M | 1.88% | −13−0.1% | Reduced |
| Wealthspire Advisors, LLC | 10,520 | $5.17M | 0.14% | +101+1.0% | Added |
| Associated Banc-Corp | 10,491 | $5.15M | 0.20% | −5,739−35.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,435 | $5.12M | 0.03% | −1,350−11.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,417 | $5.12M | 0.72% | −81−0.8% | Reduced |
| Nixon Peabody Trust Co | 10,363 | $5.09M | 1.96% | −218−2.1% | Reduced |
| Howard Capital Management Inc. | 12,918 | $5.03M | 0.95% | +220+1.7% | Added |
| Diversified Portfolios, Inc. | 10,240 | $5.03M | 1.89% | −234−2.2% | Reduced |
| Sonata Capital Group Inc | 10,200 | $5.01M | 2.28% | +137+1.4% | Added |
| Capital Advantage, Inc. | 10,175 | $5.00M | 1.31% | −50−0.5% | Reduced |
| Synovus Financial Corp | 10,072 | $4.95M | 0.05% | +597+6.3% | Added |
| Filbrandt Wealth Management, LLC | 10,067 | $4.94M | 2.80% | −194−1.9% | Reduced |
| Crewe Advisors LLC | 10,006 | $4.91M | 1.22% | −55−0.5% | Reduced |
| RBF Capital, LLC | 10,000 | $4.91M | 0.27% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,900 | $4.86M | 0.24% | +101+1.0% | Added |
| AMG National Trust Bank | 9,805 | $4.81M | 0.15% | −45−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,581 | $4.71M | 0.49% | −299−3.0% | Reduced |
| Madison Asset Management, LLC | 9,490 | $4.66M | 0.06% | +1,645+21.0% | Added |
| Sunflower Bank, N.A. | 9,407 | $4.62M | 0.71% | −560−5.6% | Reduced |
| Bailard, Inc. | 9,321 | $4.58M | 0.16% | −28−0.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,929 | $4.38M | 2.44% | −4,696−34.5% | Reduced |
| IFG Advisory, LLC | 8,879 | $4.36M | 0.49% | −488−5.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,839 | $4.34M | 2.42% | +61+0.7% | Added |
| Segment Wealth Management, LLC | 8,771 | $4.31M | 0.51% | −10−0.1% | Reduced |
| Evensky & Katz LLC | 8,768 | $4.30M | 0.44% | +9+0.1% | Added |
| GenTrust, LLC | 8,718 | $4.29M | 0.36% | −321−3.6% | Reduced |
| Empowered Funds, LLC | 8,700 | $4.27M | 0.54% | +8,700 | New |
| Court Place Advisors, LLC | 8,648 | $4.25M | 1.24% | +375+4.5% | Added |
| Csenge Advisory Group | 8,503 | $4.21M | 0.37% | −606−6.7% | Reduced |
| Harbour Investments, Inc. | 8,569 | $4.21M | 0.13% | +98+1.2% | Added |
| Pettinga Financial Advisors, LLC | 8,546 | $4.20M | 1.12% | −136−1.6% | Reduced |
| Moloney Securities Asset Management, LLC | 8,521 | $4.18M | 0.76% | +443+5.5% | Added |
| Harvest Investment Services, LLC | 8,479 | $4.16M | 1.75% | +32+0.4% | Added |
| Equitable Holdings, Inc. | 8,472 | $4.16M | 0.07% | −2,179−20.5% | Reduced |
| Bank of the West | 8,431 | $4.14M | 0.42% | +132+1.6% | Added |
| ARS Investment Partners, LLC | 8,412 | $4.13M | 0.42% | +127+1.5% | Added |
| Beacon Pointe Advisors, LLC | 8,317 | $4.08M | 0.14% | −60−0.7% | Reduced |
| Badgley Phelps & Bell Inc | 8,267 | $4.06M | 0.15% | −154−1.8% | Reduced |
| First Heartland Consultants, Inc. | 8,194 | $4.02M | 0.61% | +894+12.2% | Added |
| CMG Global Holdings, LLC | 8,059 | $3.96M | 2.99% | +233+3.0% | Added |
| Ameritas Investment Partners, Inc. | 8,045 | $3.95M | 0.14% | −2,000−19.9% | Reduced |
| Stephenson National Bank & Trust | 7,840 | $3.85M | 2.50% | −283−3.5% | Reduced |
| Silvercrest Asset Management Group LLC | 7,833 | $3.85M | 0.03% | −63−0.8% | Reduced |
| Davis R M Inc | 7,818 | $3.84M | 0.10% | −97−1.2% | Reduced |
| Belpointe Asset Management LLC | 7,604 | $3.73M | 0.27% | −2,546−25.1% | Reduced |
| Salomon & Ludwin, LLC | 7,592 | $3.73M | 0.59% | +389+5.4% | Added |
| Wetherby Asset Management Inc | 7,591 | $3.73M | 0.23% | +224+3.0% | Added |
| Horizon Investments, LLC | 7,484 | $3.67M | 0.11% | +3,571+91.3% | Added |
| RMR Wealth Builders | 7,345 | $3.62M | 1.19% | −2,730−27.1% | Reduced |