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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 1,310 | $643.0K | 0.21% | −5−0.4% | Reduced |
| ING Groep NV | 1,263 | $620.0K | 0.01% | −271−17.7% | Reduced |
| Gamble Jones Investment Counsel | 1,254 | $616.0K | 0.04% | −1,210−49.1% | Reduced |
| Moors & Cabot, Inc. | 1,254 | $616.0K | 0.04% | +43+3.6% | Added |
| Means Investment Co., Inc. | 1,250 | $614.0K | 0.12% | +753+151.5% | Added |
| M. Kraus & Co | 1,244 | $611.0K | 0.22% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,249 | $610.0K | 0.22% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,276 | $607.0K | 0.09% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,237 | $607.0K | 0.48% | +1,237 | New |
| Appleton Partners Inc | 1,230 | $604.0K | 0.05% | +5+0.4% | Added |
| International Assets Investment Management, LLC | 1,218 | $598.0K | 0.11% | −1,418−53.8% | Reduced |
| SevenBridge Financial Group, LLC | 1,217 | $598.0K | 0.19% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,217 | $598.0K | 0.19% | +1,217 | New |
| Roberts Glore & Co Inc | 1,216 | $597.0K | 0.18% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,195 | $587.0K | 0.04% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,196 | $587.0K | 0.04% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 1,187 | $583.0K | 0.30% | −60−4.8% | Reduced |
| Meeder Asset Management Inc | 1,184 | $581.0K | 0.03% | +393+49.7% | Added |
| Kanawha Capital Management LLC | 1,175 | $577.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,175 | $577.0K | 0.08% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $573.0K | 0.20% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,157 | $568.0K | 0.02% | −50−4.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,152 | $566.0K | 0.04% | +505+78.1% | Added |
| Evoke Wealth, LLC | 1,148 | $565.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,148 | $564.0K | 0.19% | −8−0.7% | Reduced |
| Long Road Investment Counsel, LLC | 1,145 | $562.0K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,144 | $562.0K | 0.05% | +100+9.6% | Added |
| Geneos Wealth Management Inc. | 1,136 | $561.0K | 0.02% | −697−38.0% | Reduced |
| Fulcrum Equity Management | 1,136 | $558.0K | 0.21% | +203+21.8% | Added |
| Fagan Associates, Inc. | 1,130 | $555.0K | 0.12% | −50−4.2% | Reduced |
| Trillium Asset Management, LLC | 1,125 | $552.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,122 | $551.0K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 1,118 | $549.0K | 0.05% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,110 | $545.0K | 0.25% | +9+0.8% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $538.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,090 | $535.0K | 0.13% | +28+2.6% | Added |
| 55I, LLC | 1,082 | $532.0K | 0.02% | +344+46.6% | Added |
| Kestra Private Wealth Services, LLC | 1,081 | $531.0K | 0.03% | +33+3.1% | Added |
| Sageworth Trust Co | 1,073 | $527.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 1,073 | $527.0K | 0.29% | +44+4.3% | Added |
| ProVise Management Group, LLC | 1,052 | $517.0K | 0.05% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,051 | $516.0K | 0.05% | +170+19.3% | Added |
| Steel Peak Wealth Management LLC | 1,050 | $515.0K | 0.04% | −3−0.3% | Reduced |
| Select Equity Group, L.P. | 1,040 | $510.6K | 0.00% | −7,369−87.6% | Reduced |
| Edgestream Partners, L.P. | 1,030 | $506.0K | 0.03% | +1,030 | New |
| Platform Technology Partners | 1,029 | $505.0K | 0.21% | +1,029 | New |
| Rehmann Capital Advisory Group | 1,023 | $502.8K | 0.05% | −10,007−90.7% | Reduced |
| Private Ocean, LLC | 1,021 | $501.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,016 | $499.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,011 | $496.0K | 0.14% | 00.0% | Unchanged |
| 20/20 Capital Management, Inc. | 1,010 | $496.0K | 0.13% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,000 | $491.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $491.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 999 | $491.0K | 0.02% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 996 | $489.0K | 0.24% | −5−0.5% | Reduced |
| Roble, Belko & Company, Inc | 994 | $488.0K | 0.11% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 994 | $488.0K | 0.01% | 00.0% | Unchanged |
| Premier Asset Management LLC | 985 | $484.0K | 0.07% | −3−0.3% | Reduced |
| Graypoint LLC | 971 | $477.0K | 0.06% | −369−27.5% | Reduced |
| Financial Advisory Corp | 972 | $477.0K | 0.36% | +44+4.7% | Added |
| L & S Advisors Inc | 968 | $475.0K | 0.05% | +22+2.3% | Added |
| High Probability Advisors, LLC | 958 | $472.1K | 0.20% | +44+4.8% | Added |
| Capital Investment Advisors, LLC | 961 | $472.0K | 0.02% | 00.0% | Unchanged |
| New England Investment & Retirement Group, Inc. | 959 | $471.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 957 | $470.0K | 0.19% | −27−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 955 | $469.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 954 | $468.0K | 0.09% | −500−34.4% | Reduced |
| Lakeview Capital Partners, LLC | 948 | $465.0K | 0.20% | −106−10.1% | Reduced |
| Donaldson Capital Management, LLC | 944 | $464.0K | 0.02% | +20+2.2% | Added |
| Fiera Capital Corp | 938 | $461.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 937 | $460.1K | 0.05% | −375−28.6% | Reduced |
| Marcum Wealth, LLC | 934 | $459.0K | 0.07% | −10−1.1% | Reduced |
| River Wealth Advisors LLC | 929 | $456.0K | 0.08% | 00.0% | Unchanged |
| Petix & Botte Co | 918 | $451.0K | 0.31% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 912 | $451.0K | 0.28% | +20+2.2% | Added |
| Robertson Stephens Wealth Management, LLC | 901 | $443.0K | 0.05% | 00.0% | Unchanged |
| Harborview Advisors, LLC | 900 | $442.0K | 0.25% | 00.0% | Unchanged |
| South State Corp. | 894 | $439.0K | 0.04% | −16−1.8% | Reduced |
| First National Bank of Omaha | 921 | $438.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 891 | $438.0K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 882 | $433.0K | 0.04% | 00.0% | Unchanged |
| Berkeley, Inc | 876 | $430.1K | 0.31% | 00.0% | Unchanged |
| One Capital Management, LLC | 875 | $429.0K | 0.04% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 872 | $428.2K | 0.24% | +432+98.2% | Added |
| REDW Wealth LLC | 871 | $428.0K | 0.14% | −7−0.8% | Reduced |
| Ayrshire Capital Management LLC | 871 | $428.0K | 0.24% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 869 | $427.0K | 0.10% | −221−20.3% | Reduced |
| Scotia Capital Inc. | 859 | $422.0K | 0.00% | +300+53.7% | Added |
| North Star Asset Management Inc | 850 | $417.0K | 0.02% | −99−10.4% | Reduced |
| Bel Air Investment Advisors LLC | 850 | $417.0K | 0.01% | +850 | New |
| Investment Research & Advisory Group, Inc. | 847 | $416.0K | 0.28% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 846 | $415.0K | 0.00% | −443−34.4% | Reduced |
| Signet Financial Management, LLC | 841 | $413.0K | 0.14% | +22+2.7% | Added |
| Advisor Resource Council | 832 | $409.0K | 0.04% | +832 | New |
| Nicolet Bankshares Inc | 827 | $406.0K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 826 | $406.0K | 0.05% | +100+13.8% | Added |
| Adviser Investments LLC | 823 | $404.0K | 0.03% | −98−10.6% | Reduced |
| Kingfisher Capital LLC | 823 | $404.0K | 0.10% | −49−5.6% | Reduced |
| Capital Investment Advisory Services, LLC | 820 | $403.0K | 0.05% | +81+11.0% | Added |
| Seascape Capital Management | 818 | $402.0K | 0.21% | 00.0% | Unchanged |