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 |
|---|---|---|---|---|---|
| Newport Capital Group, LLC | 7,325 | $3.60M | 2.85% | +240+3.4% | Added |
| Bay Rivers Group | 7,214 | $3.54M | 2.51% | +12+0.2% | Added |
| Keybank National Association | 7,198 | $3.53M | 0.02% | −184−2.5% | Reduced |
| Oppenheimer & Co Inc | 6,891 | $3.38M | 0.06% | −123−1.8% | Reduced |
| Resonant Capital Advisors, LLC | 6,847 | $3.37M | 0.65% | −923−11.9% | Reduced |
| Glen Eagle Advisors, LLC | 6,830 | $3.35M | 1.04% | +155+2.3% | Added |
| Segall Bryant & Hamill, LLC | 6,825 | $3.35M | 0.03% | −175−2.5% | Reduced |
| Ballentine Partners, LLC | 6,805 | $3.34M | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,800 | $3.34M | 0.43% | +117+1.8% | Added |
| Summit Wealth Partners, LLC | 6,792 | $3.34M | 0.80% | +10.0% | Added |
| Novak Financial Planning, LLC | 6,774 | $3.33M | 1.63% | −198−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 6,770 | $3.32M | 1.81% | −59−0.9% | Reduced |
| Gould Asset Management LLC | 6,661 | $3.27M | 0.93% | +100+1.5% | Added |
| Bristlecone Advisors, LLC | 6,616 | $3.25M | 0.44% | −68−1.0% | Reduced |
| Disciplined Investments, LLC | 6,585 | $3.23M | 1.66% | −76−1.1% | Reduced |
| Personal Wealth Partners | 6,555 | $3.22M | 1.30% | −139−2.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,744 | $3.21M | 1.38% | +80+1.2% | Added |
| Naples Global Advisors, LLC | 6,452 | $3.17M | 0.44% | −10.0% | Reduced |
| Courier Capital LLC | 6,411 | $3.15M | 0.30% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,355 | $3.12M | 0.82% | −120−1.9% | Reduced |
| Keystone Financial Group | 6,313 | $3.10M | 0.56% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $3.09M | 0.26% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,298 | $3.09M | 1.48% | +149+2.4% | Added |
| West Paces Advisors Inc. | 6,287 | $3.09M | 1.13% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 6,235 | $3.06M | 1.43% | −5−0.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,211 | $3.05M | 0.60% | −263−4.1% | Reduced |
| Allworth Financial LP | 6,193 | $3.04M | 0.06% | −508−7.6% | Reduced |
| Homrich & Berg | 6,107 | $3.00M | 0.07% | +1,169+23.7% | Added |
| B. Riley Wealth Management, Inc. | 6,070 | $2.98M | 0.33% | +858+16.5% | Added |
| Charter Research & Investment Group, Inc. | 6,061 | $2.98M | 2.47% | −41−0.7% | Reduced |
| JMG Financial Group, Ltd. | 5,981 | $2.94M | 0.17% | −40−0.7% | Reduced |
| Baron Financial Group, LLC | 5,970 | $2.93M | 1.82% | −300−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 5,960 | $2.93M | 0.20% | −162−2.6% | Reduced |
| Private Asset Management Inc | 5,871 | $2.88M | 0.38% | −324−5.2% | Reduced |
| Asset Management Group, Inc. | 5,693 | $2.79M | 0.58% | +9+0.2% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.77M | 1.07% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 5,630 | $2.76M | 0.74% | −30−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 5,625 | $2.76M | 1.38% | +7+0.1% | Added |
| Regents of the University of California | 5,600 | $2.75M | 0.35% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,581 | $2.74M | 0.54% | −83−1.5% | Reduced |
| Element Wealth, LLC | 5,571 | $2.73M | 2.13% | −51−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 5,567 | $2.73M | 0.24% | +5,567 | New |
| Mercer Global Advisors Inc | 5,559 | $2.73M | 0.02% | +281+5.3% | Added |
| Deutsche Bank AG | 5,555 | $2.73M | 0.00% | 00.0% | Unchanged |
| Port Capital LLC | 5,504 | $2.70M | 0.14% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,487 | $2.69M | 0.67% | +299+5.8% | Added |
| Eldridge Investment Advisors, Inc. | 5,441 | $2.67M | 0.97% | −90−1.6% | 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 |
| Winthrop Advisory Group LLC | 5,399 | $2.65M | 0.60% | −77−1.4% | Reduced |
| Northwest Bancshares, Inc. | 5,316 | $2.61M | 0.59% | −305−5.4% | Reduced |
| Matrix Asset Advisors Inc | 5,289 | $2.60M | 0.37% | +104+2.0% | Added |
| American Institute for Advanced Investment Management, LLP | 5,231 | $2.57M | 1.81% | −60−1.1% | Reduced |
| Avalon Investment & Advisory | 5,206 | $2.56M | 0.06% | +526+11.2% | Added |
| Capital Bank & Trust Co | 5,184 | $2.55M | 0.03% | −728−12.3% | Reduced |
| Cambridge Trust Co | 5,181 | $2.54M | 0.10% | −260−4.8% | Reduced |
| Hoylecohen, LLC | 5,142 | $2.52M | 0.24% | −10−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 5,073 | $2.49M | 0.64% | 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 |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $2.47M | 0.67% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,984 | $2.45M | 0.21% | −466−8.6% | Reduced |
| Resources Investment Advisors, LLC. | 4,973 | $2.44M | 0.10% | −23−0.5% | Reduced |
| Ieq Capital, LLC | 4,944 | $2.43M | 0.07% | +4,225+587.6% | Added |
| Argent Trust Co | 4,919 | $2.42M | 0.16% | −13−0.3% | Reduced |
| First Citizens Bank & Trust Co | 4,895 | $2.40M | 0.11% | +37+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 4,882 | $2.40M | 0.36% | −182−3.6% | Reduced |
| PFG Advisors | 4,880 | $2.40M | 0.27% | −208−4.1% | Reduced |
| Lido Advisors, LLC | 4,854 | $2.39M | 0.06% | −600−11.0% | Reduced |
| Calton & Associates, Inc. | 4,839 | $2.38M | 0.45% | +66+1.4% | Added |
| Spire Wealth Management | 4,834 | $2.37M | 0.06% | −952−16.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,784 | $2.35M | 0.05% | −135−2.7% | 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 |
| J.W. Cole Advisors, Inc. | 4,735 | $2.33M | 0.18% | −1,190−20.1% | Reduced |
| Cresset Asset Management, LLC | 4,689 | $2.31M | 0.03% | +558+13.5% | Added |
| Hudson Valley Investment Advisors Inc | 4,602 | $2.26M | 0.39% | −140−3.0% | Reduced |
| Twin Tree Management, LP | 4,593 | $2.25M | 0.07% | +4,593 | New |
| Davidson Trust Co | 4,538 | $2.23M | 1.74% | 00.0% | Unchanged |
| Triumph Capital Management | 4,598 | $2.23M | 1.30% | +4,598 | New |
| CWM, LLC | 4,524 | $2.22M | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 4,489 | $2.20M | 0.27% | −117−2.5% | Reduced |
| Global Retirement Partners, LLC | 4,478 | $2.20M | 0.23% | +8+0.2% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.19M | 0.66% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,442 | $2.18M | 1.02% | −170−3.7% | Reduced |
| AXA S.A. | 4,436 | $2.18M | 0.01% | +243+5.8% | Added |
| New England Private Wealth Advisors LLC | 4,410 | $2.17M | 0.41% | +202+4.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,407 | $2.16M | 0.80% | −157−3.4% | Reduced |
| Braun Stacey Associates Inc | 4,374 | $2.15M | 0.08% | −36−0.8% | Reduced |
| Wealthstar Advisors, LLC | 4,370 | $2.14M | 0.82% | +4,370 | New |
| Merriman Wealth Management, LLC | 4,351 | $2.14M | 0.18% | −1,678−27.8% | Reduced |
| Spectrum Management Group, LLC | 4,343 | $2.13M | 0.37% | 00.0% | Unchanged |
| Cambridge Associates LLC | 4,339 | $2.13M | 0.18% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,309 | $2.12M | 0.51% | +35+0.8% | Added |
| Nwam LLC | 4,277 | $2.10M | 0.19% | −59−1.4% | Reduced |
| Harbor Advisory Corp | 4,277 | $2.10M | 0.95% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,232 | $2.08M | 0.11% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 4,201 | $2.06M | 0.72% | −344−7.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,190 | $2.06M | 0.12% | +399+10.5% | Added |
| Lowe Wealth Advisors, LLC | 4,184 | $2.06M | 0.98% | −34−0.8% | Reduced |