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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 815 | $400.0K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 795 | $397.0K | 0.03% | +10+1.3% | Added |
| Rockbridge Investment Management, LCC | 808 | $397.0K | 0.07% | +800+10,000.0% | Added |
| Retirement Planning Group | 807 | $396.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 808 | $396.0K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 805 | $395.0K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 805 | $395.0K | 0.03% | +20+2.5% | Added |
| Baugh & Associates, LLC | 802 | $394.0K | 0.24% | −1−0.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $393.0K | 0.00% | −128−13.8% | Reduced |
| Cohen Klingenstein LLC | 800 | $393.0K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $393.0K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 797 | $392.4K | 0.04% | +797 | New |
| Cypress Capital Management LLC | 797 | $391.0K | 0.05% | −35−4.2% | Reduced |
| Bingham Osborn & Scarborough LLC | 794 | $390.0K | 0.03% | −47−5.6% | Reduced |
| Hoese & Co LLP | 790 | $388.0K | 0.44% | −80−9.2% | Reduced |
| Smart Portfolios, LLC | 791 | $388.0K | 0.30% | 00.0% | Unchanged |
| Rossmore Private Capital | 785 | $385.0K | 0.07% | −410−34.3% | Reduced |
| Enterprise Financial Services Corp | 784 | $385.0K | 0.06% | −20−2.5% | Reduced |
| John W. Brooker & Co., CPAs | 782 | $384.0K | 0.22% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 780 | $383.0K | 0.07% | 00.0% | Unchanged |
| Janney Capital Management LLC | 767 | $377.0K | 0.02% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 767 | $377.0K | 0.22% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 762 | $374.0K | 0.24% | +1+0.1% | Added |
| Paradigm Financial Partners, LLC | 760 | $373.0K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $373.0K | 0.26% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 760 | $373.0K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 756 | $371.0K | 0.10% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 748 | $367.0K | 0.11% | +23+3.2% | Added |
| Fulton Breakefield Broenniman LLC | 745 | $366.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 740 | $363.0K | 0.03% | −18−2.4% | Reduced |
| Orion Capital Management LLC | 740 | $363.0K | 0.23% | 00.0% | Unchanged |
| Private Capital Management LLC | 735 | $361.0K | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 733 | $360.0K | 0.00% | −439−37.5% | Reduced |
| Cadinha & Co LLC | 733 | $360.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 731 | $359.0K | 0.02% | −2−0.3% | Reduced |
| Private Capital Group, LLC | 730 | $358.0K | 0.08% | −4−0.5% | Reduced |
| Oarsman Capital, Inc. | 728 | $357.0K | 0.14% | −190−20.7% | Reduced |
| Novare Capital Management LLC | 728 | $357.0K | 0.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 727 | $357.0K | 0.03% | +204+39.0% | Added |
| Clarkston Capital Partners, LLC | 725 | $356.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $356.0K | 0.17% | 00.0% | Unchanged |
| Bank of Stockton | 725 | $356.0K | 0.11% | +725 | New |
| Rodgers Brothers Inc. | 725 | $356.0K | 0.07% | +725 | New |
| Beach Investment Counsel Inc | 710 | $349.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $347.8K | 0.26% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 705 | $346.0K | 0.03% | −284−28.7% | Reduced |
| Ancora Advisors, LLC | 706 | $346.0K | 0.01% | +66+10.3% | Added |
| Almanack Investment Partners, LLC. | 700 | $345.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 702 | $345.0K | 0.02% | +282+67.1% | Added |
| Spears Abacus Advisors LLC | 701 | $344.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 700 | $344.0K | 0.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $344.0K | 0.11% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 694 | $341.0K | 0.04% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 694 | $341.0K | 0.06% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 694 | $341.0K | 0.07% | +41+6.3% | Added |
| First Midwest Bank Trust Division | 693 | $340.0K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $339.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 691 | $339.0K | 0.02% | +75+12.2% | Added |
| Crestwood Advisors Group LLC | 683 | $335.0K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 681 | $334.0K | 0.16% | −18−2.6% | Reduced |
| Morris Retirement Advisors, LLC | 680 | $334.0K | 0.29% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 679 | $333.0K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 674 | $331.0K | 0.00% | −29−4.1% | Reduced |
| ACG Wealth | 673 | $331.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 675 | $331.0K | 0.23% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 671 | $329.0K | 0.04% | −10−1.5% | Reduced |
| Psagot Investment House Ltd. | 671 | $329.0K | 0.01% | +580+637.4% | Added |
| Hilltop Holdings Inc. | 664 | $327.0K | 0.04% | +7+1.1% | Added |
| Wealth Alliance | 665 | $327.0K | 0.08% | +665 | New |
| Great Valley Advisor Group, Inc. | 661 | $325.0K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 662 | $325.0K | 0.16% | +1+0.2% | Added |
| Endurance Wealth Management, Inc. | 660 | $324.0K | 0.04% | +75+12.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 660 | $324.0K | 0.48% | +660 | New |
| Bedel Financial Consulting, Inc. | 657 | $323.0K | 0.11% | +150+29.6% | Added |
| V Wealth Advisors LLC | 663 | $322.0K | 0.05% | +89+15.5% | Added |
| Northstar Asset Management Inc | 654 | $321.1K | 0.09% | −233−26.3% | Reduced |
| Optimum Investment Advisors | 655 | $321.0K | 0.10% | 00.0% | Unchanged |
| Pratt Collard Advisory Partners LLC | 654 | $321.0K | 0.21% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $320.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $319.0K | 0.19% | −10−1.5% | Reduced |
| Smithfield Trust Co | 650 | $319.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $318.0K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 645 | $317.0K | 0.11% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $316.0K | 0.03% | −140−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 644 | $316.0K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 643 | $316.0K | 0.20% | +20+3.2% | Added |
| First National Trust Co | 629 | $309.0K | 0.02% | −105−14.3% | Reduced |
| Connors Investor Services Inc | 630 | $309.0K | 0.03% | +630 | New |
| WBH Advisory Inc | 632 | $308.0K | 0.05% | 00.0% | Unchanged |
| Cowa, LLC | 620 | $304.0K | 0.19% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 614 | $301.0K | 0.01% | −190−23.6% | Reduced |
| Keeler Thomas Management LLC | 611 | $300.0K | 0.15% | 00.0% | Unchanged |
| First Horizon Corp | 610 | $299.0K | 0.03% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 607 | $298.0K | 0.08% | 00.0% | Unchanged |
| Wintrust Investments LLC | 605 | $297.0K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 603 | $296.0K | 0.14% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $295.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $295.0K | 0.13% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $295.0K | 0.15% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 595 | $295.0K | 0.13% | +135+29.3% | Added |