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 |
|---|---|---|---|---|---|
| Rosenblum Silverman Sutton S F Inc | 4,177 | $2.05M | 0.46% | −204−4.7% | Reduced |
| Northern Oak Wealth Management Inc | 4,175 | $2.05M | 0.25% | −10−0.2% | Reduced |
| Wade G W & Inc | 4,172 | $2.05M | 0.10% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,152 | $2.04M | 0.74% | −95−2.2% | Reduced |
| Pinnacle Family Advisors, LLC | 4,113 | $2.02M | 0.88% | +488+13.5% | Added |
| BBVA USA | 4,024 | $1.98M | 0.11% | +4,024 | New |
| Osborne Partners Capital Management, LLC | 4,021 | $1.97M | 0.16% | +440+12.3% | Added |
| Wunderlich Capital Managemnt | 3,998 | $1.96M | 0.99% | +35+0.9% | Added |
| Moneta Group Investment Advisors LLC | 3,969 | $1.95M | 0.09% | +49+1.3% | Added |
| CAPROCK Group, Inc. | 3,930 | $1.94M | 0.18% | +3,050+346.6% | Added |
| Ameritas Investment Company, LLC | 3,586 | $1.93M | 0.09% | +936+35.3% | Added |
| National Asset Management, Inc. | 3,924 | $1.92M | 0.06% | +618+18.7% | Added |
| StoneX Group Inc. | 3,902 | $1.92M | 0.28% | +438+12.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,900 | $1.92M | 0.02% | +501+14.7% | Added |
| Bank Hapoalim BM | 6,156 | $1.89M | 0.22% | −25,844−80.8% | Reduced |
| Kings Point Capital Management | 3,829 | $1.88M | 0.17% | 00.0% | Unchanged |
| Maryland Capital Management | 3,815 | $1.87M | 0.11% | −260−6.4% | Reduced |
| Advisory Services Network, LLC | 3,776 | $1.85M | 0.06% | −2,499−39.8% | Reduced |
| Leavell Investment Management, Inc. | 3,881 | $1.85M | 0.15% | 00.0% | Unchanged |
| Haverford Trust Co | 3,772 | $1.85M | 0.02% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 3,756 | $1.84M | 1.11% | −80−2.1% | Reduced |
| InTrack Investment Management Inc | 3,768 | $1.84M | 1.44% | +212+6.0% | Added |
| EP Wealth Advisors, LLC | 3,739 | $1.84M | 0.05% | −26−0.7% | Reduced |
| TSFG, LLC | 3,734 | $1.83M | 0.74% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,722 | $1.83M | 0.58% | −366−9.0% | Reduced |
| Merit Financial Group, LLC | 3,712 | $1.82M | 0.17% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,668 | $1.80M | 0.46% | −341−8.5% | Reduced |
| XML Financial, LLC | 3,648 | $1.79M | 0.39% | +50+1.4% | Added |
| Moody Lynn & Lieberson, LLC | 3,635 | $1.78M | 0.13% | −36−1.0% | Reduced |
| Oxford Financial Group Ltd | 3,607 | $1.77M | 0.24% | +700+24.1% | Added |
| Change Path, LLC | 3,567 | $1.75M | 0.11% | −36−1.0% | Reduced |
| CIBC World Markets Inc. | 3,548 | $1.74M | 0.01% | +767+27.6% | Added |
| Colony Group LLC | 3,510 | $1.72M | 0.03% | −297−7.8% | Reduced |
| Woodstock Corp | 3,497 | $1.72M | 0.20% | +545+18.5% | Added |
| Wealth Advisory Solutions, LLC | 3,445 | $1.69M | 0.40% | +3,445 | New |
| Proficio Capital Partners LLC | 3,415 | $1.68M | 0.20% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,414 | $1.68M | 0.61% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,409 | $1.67M | 0.11% | +2,771+434.3% | Added |
| Old Mission Capital LLC | 3,395 | $1.67M | 0.06% | +1,481+77.4% | Added |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.67M | 0.14% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,375 | $1.66M | 0.34% | 00.0% | Unchanged |
| Regions Financial Corp | 3,365 | $1.65M | 0.01% | +21+0.6% | Added |
| Bremer Bank National Association | 3,346 | $1.64M | 0.35% | −140−4.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,324 | $1.63M | 0.20% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,314 | $1.63M | 1.46% | −9−0.3% | Reduced |
| North Star Investment Management Corp. | 3,313 | $1.63M | 0.13% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,287 | $1.61M | 0.14% | −15−0.5% | Reduced |
| Laird Norton Trust Company, LLC | 3,228 | $1.58M | 0.17% | −405−11.1% | Reduced |
| Rinet Co LLC | 3,225 | $1.58M | 0.30% | +128+4.1% | Added |
| Meridian Investment Counsel Inc. | 3,220 | $1.58M | 0.56% | −11−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,218 | $1.58M | 0.08% | −506−13.6% | Reduced |
| Howland Capital Management LLC | 3,218 | $1.58M | 0.08% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,188 | $1.58M | 1.39% | −84−2.6% | Reduced |
| Apollon Wealth Management, LLC | 3,202 | $1.57M | 0.28% | −53−1.6% | Reduced |
| United Bank | 3,189 | $1.57M | 0.21% | 00.0% | Unchanged |
| Rockland Trust Co | 3,178 | $1.56M | 0.11% | −748−19.1% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.55M | 0.56% | −400−11.3% | Reduced |
| NorthRock Partners, LLC | 3,138 | $1.54M | 0.13% | −314−9.1% | Reduced |
| Choate Investment Advisors | 3,138 | $1.54M | 0.09% | −125−3.8% | Reduced |
| Fieldpoint Private Securities, LLC | 3,063 | $1.52M | 0.33% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,094 | $1.52M | 0.04% | +434+16.3% | Added |
| Middleton & Co Inc | 3,091 | $1.52M | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 3,084 | $1.51M | 0.02% | −19−0.6% | Reduced |
| Sax Wealth Advisors, LLC | 3,081 | $1.51M | 0.52% | −1,100−26.3% | Reduced |
| Quest Capital Management Inc | 3,070 | $1.51M | 0.30% | −62−2.0% | Reduced |
| Aspiriant, LLC | 3,012 | $1.48M | 0.08% | −67−2.2% | Reduced |
| Johnson Financial Group, Inc. | 2,980 | $1.46M | 0.10% | −36−1.2% | Reduced |
| Perigon Wealth Management, LLC | 2,955 | $1.45M | 0.13% | −99−3.2% | Reduced |
| Jane Street Group, LLC | 2,929 | $1.44M | 0.00% | +2,929 | New |
| Montecito Bank & Trust | 2,883 | $1.42M | 0.27% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,858 | $1.40M | 0.28% | −42−1.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.38M | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,794 | $1.37M | 0.37% | +670+31.5% | Added |
| Hardy Reed LLC | 2,775 | $1.36M | 0.24% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,711 | $1.33M | 0.17% | −175−6.1% | Reduced |
| Dowling & Yahnke LLC | 2,714 | $1.33M | 0.08% | −24−0.9% | Reduced |
| Hall Kathryn A. | 2,698 | $1.32M | 0.42% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,682 | $1.32M | 0.07% | −107−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,668 | $1.31M | 0.12% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,581 | $1.27M | 0.16% | −26−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 2,579 | $1.27M | 0.07% | −385−13.0% | Reduced |
| TruWealth Advisors, LLC | 2,577 | $1.26M | 0.15% | −1,004−28.0% | Reduced |
| Beaumont Financial Partners, LLC | 2,571 | $1.26M | 0.10% | −140−5.2% | Reduced |
| Granite Investment Advisors, LLC | 2,542 | $1.25M | 0.20% | −75−2.9% | Reduced |
| Wesbanco Bank Inc | 2,522 | $1.24M | 0.05% | −142−5.3% | Reduced |
| Bank of Nova Scotia | 2,500 | $1.23M | 0.00% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,479 | $1.22M | 0.64% | +876+54.6% | Added |
| Sigma Investment Counselors Inc | 2,452 | $1.20M | 0.09% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,445 | $1.20M | 0.12% | +10.0% | Added |
| Tiedemann Advisors, LLC | 2,431 | $1.20M | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,374 | $1.17M | 1.20% | +2,374 | New |
| Encompass Wealth Advisors, LLC | 2,370 | $1.16M | 0.29% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,319 | $1.14M | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,317 | $1.14M | 0.09% | −79−3.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,303 | $1.13M | 0.37% | −85−3.6% | Reduced |
| AlphaStar Capital Management, LLC | 2,312 | $1.13M | 0.14% | +1,767+324.2% | Added |
| Slow Capital, Inc. | 2,300 | $1.13M | 0.21% | +2,300 | New |
| GFS Advisors, LLC | 2,298 | $1.13M | 0.25% | −70−3.0% | Reduced |
| Connolly Sarah T. | 2,285 | $1.12M | 0.92% | −57−2.4% | Reduced |
| Glassman Wealth Services | 2,256 | $1.11M | 0.23% | 00.0% | Unchanged |