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 |
|---|---|---|---|---|---|
| Hoover Financial Advisors, Inc. | 2,251 | $1.10M | 0.20% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,250 | $1.10M | 0.61% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,247 | $1.10M | 0.01% | +67+3.1% | Added |
| Providence First Trust Co | 2,207 | $1.08M | 0.51% | −100−4.3% | Reduced |
| Baystate Wealth Management LLC | 2,180 | $1.07M | 0.11% | +604+38.3% | Added |
| Frank, Rimerman Advisors LLC | 2,164 | $1.06M | 0.42% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,139 | $1.05M | 0.08% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 2,112 | $1.04M | 0.51% | −19,136−90.1% | Reduced |
| Cozad Asset Management Inc | 2,112 | $1.04M | 0.16% | +42+2.0% | Added |
| Summit Trail Advisors, LLC | 2,073 | $1.02M | 0.09% | −103−4.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,091 | $1.02M | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,078 | $1.02M | 0.14% | 00.0% | Unchanged |
| CPWM, LLC | 2,066 | $1.01M | 0.08% | −220−9.6% | Reduced |
| Bryn Mawr Trust Co | 2,063 | $1.01M | 0.04% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,049 | $1.01M | 0.35% | −110−5.1% | Reduced |
| White Pine Capital LLC | 2,043 | $1.01M | 0.30% | +202+11.0% | Added |
| Pacific Financial Group Inc | 2,045 | $1.00M | 0.69% | +140+7.3% | Added |
| TCTC Holdings, LLC | 2,038 | $1.00M | 0.05% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 2,054 | $1.00M | 0.22% | +44+2.2% | Added |
| Spotlight Asset Group, Inc. | 2,014 | $989.0K | 0.38% | −4,449−68.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,977 | $979.0K | 0.05% | +450+29.5% | Added |
| Highland Capital Management, LLC | 1,988 | $976.0K | 0.06% | +1,988 | New |
| Prosperity Planning, Inc. | 1,971 | $968.0K | 0.60% | −59−2.9% | Reduced |
| LCNB Corp | 1,965 | $965.0K | 0.49% | −20−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,953 | $959.0K | 0.07% | +52+2.7% | Added |
| Marshall Wace, LLP | 1,945 | $955.0K | 0.01% | +1,262+184.8% | Added |
| Frisch Financial Group, Inc. | 1,898 | $933.0K | 0.29% | −75−3.8% | Reduced |
| First Business Financial Services, Inc. | 1,888 | $927.0K | 0.11% | −5−0.3% | Reduced |
| Private Wealth Group, LLC | 1,887 | $927.0K | 0.61% | 00.0% | Unchanged |
| Eastern Bank | 1,881 | $924.0K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,881 | $924.0K | 0.56% | +2+0.1% | Added |
| Beacon Financial Advisory LLC | 1,877 | $922.0K | 0.50% | +1+0.1% | Added |
| Paragon Capital Management Ltd | 1,837 | $902.0K | 0.42% | −6−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,833 | $900.0K | 0.09% | +574+45.6% | Added |
| Arthur M. Cohen & Associates, LLC | 1,809 | $888.0K | 0.18% | +1+0.1% | Added |
| Zions Bancorporation, N.A. | 1,798 | $883.0K | 0.09% | +1,533+578.5% | Added |
| Alesco Advisors LLC | 1,793 | $880.0K | 0.03% | −118−6.2% | Reduced |
| HM Payson & Co | 1,792 | $880.0K | 0.02% | −95−5.0% | Reduced |
| Rothschild Investment Corp | 1,790 | $879.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,789 | $879.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,790 | $879.0K | 0.35% | +1,790 | New |
| Carolinas Wealth Consulting LLC | 1,783 | $878.0K | 0.19% | +1+0.1% | Added |
| Duncker Streett & Co Inc | 1,781 | $874.0K | 0.16% | +2+0.1% | Added |
| Evanson Asset Management, LLC | 1,767 | $868.0K | 0.09% | +2+0.1% | Added |
| Dana Investment Advisors, Inc. | 1,757 | $863.0K | 0.04% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 1,752 | $860.0K | 0.02% | −53−2.9% | Reduced |
| Neumann Capital Management, LLC | 1,750 | $859.0K | 0.39% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,727 | $848.0K | 0.06% | +27+1.6% | Added |
| Nicollet Investment Management, Inc. | 1,722 | $846.0K | 0.34% | 00.0% | Unchanged |
| Cadence Bank NA | 1,718 | $843.0K | 0.25% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,717 | $843.0K | 0.10% | +62+3.7% | Added |
| Hayden Royal, LLC | 1,712 | $841.0K | 0.46% | +22+1.3% | Added |
| Lynch & Associates | 1,690 | $830.0K | 0.21% | −57−3.3% | Reduced |
| Holistic Financial Partners | 1,669 | $819.0K | 0.49% | +120+7.7% | Added |
| Greenleaf Trust | 1,644 | $807.0K | 0.01% | −31−1.9% | Reduced |
| Great Lakes Advisors, LLC | 1,644 | $807.0K | 0.01% | +2+0.1% | Added |
| Wedbush Securities Inc | 1,644 | $807.0K | 0.04% | +5+0.3% | Added |
| Vista Wealth Management Group, LLC | 1,634 | $802.0K | 0.19% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,631 | $801.0K | 0.07% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,623 | $797.0K | 0.10% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,615 | $793.0K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,611 | $791.0K | 0.16% | −1−0.1% | Reduced |
| Berger Financial Group, Inc | 1,611 | $791.0K | 0.14% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,605 | $788.0K | 0.09% | +112+7.5% | Added |
| Neuberger Berman Group LLC | 1,586 | $779.0K | 0.00% | +35+2.3% | Added |
| Dohj, LLC | 1,581 | $777.0K | 0.41% | +371+30.7% | Added |
| Ziegler Capital Management, LLC | 1,568 | $770.0K | 0.03% | 00.0% | Unchanged |
| Vista Investment Management | 1,554 | $763.0K | 0.45% | −4−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,553 | $763.0K | 0.25% | +1,553 | New |
| Acorn Wealth Advisors, LLC | 1,553 | $762.0K | 0.53% | +42+2.8% | Added |
| Seelaus Asset Management LLC | 1,532 | $752.0K | 0.44% | −50−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 1,526 | $750.0K | 0.49% | −8−0.5% | Reduced |
| Security National Trust Co | 1,520 | $746.0K | 0.17% | +250+19.7% | Added |
| Old North State Trust, LLC | 1,512 | $743.0K | 0.56% | −11−0.7% | Reduced |
| Bank of Hawaii | 1,510 | $741.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $740.0K | 0.28% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,505 | $739.0K | 0.57% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,464 | $719.0K | 0.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,460 | $717.0K | 0.14% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,459 | $716.0K | 0.64% | +1,459 | New |
| Institute for Wealth Management, LLC. | 1,449 | $711.0K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,445 | $710.0K | 1.08% | 00.0% | Unchanged |
| Park National Corp | 1,434 | $704.0K | 0.03% | −32−2.2% | Reduced |
| Strategic Wealth Management Group, LLC | 1,423 | $699.0K | 0.26% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $697.0K | 0.23% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,413 | $694.0K | 0.07% | +6+0.4% | Added |
| Breiter Capital Management Inc | 1,400 | $687.0K | 0.37% | +1,400 | New |
| BLB&B Advisors, LLC | 1,398 | $686.0K | 0.05% | −29−2.0% | Reduced |
| Leisure Capital Management | 1,390 | $683.0K | 0.38% | −100−6.7% | Reduced |
| Fca Corp | 1,380 | $678.0K | 0.19% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,377 | $676.0K | 0.49% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,375 | $675.0K | 0.15% | +888+182.3% | Added |
| HYA Advisors, Inc | 1,374 | $674.0K | 0.28% | +1+0.1% | Added |
| Wealth Architects, LLC | 1,373 | $674.0K | 0.13% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,357 | $666.0K | 0.50% | +3+0.2% | Added |
| GYL Financial Synergies, LLC | 1,351 | $663.0K | 0.34% | +1+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,348 | $662.0K | 0.18% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,333 | $654.0K | 0.16% | +1,056+381.2% | Added |
| Western Wealth Management, LLC | 1,326 | $650.0K | 0.07% | +57+4.5% | Added |
| Integrated Advisors Network LLC | 1,312 | $644.0K | 0.05% | +26+2.0% | Added |