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 | 1,127 | $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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 598 | $294.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 599 | $294.0K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 597 | $293.0K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 594 | $292.0K | 0.01% | 00.0% | Unchanged |
| Shaker Investments LLC | 591 | $290.0K | 0.13% | −13−2.2% | Reduced |
| Trustcore Financial Services, LLC | 589 | $289.0K | 0.03% | +85+16.9% | Added |
| Resources Management Corp | 586 | $288.0K | 0.04% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 585 | $287.0K | 0.11% | 00.0% | Unchanged |
| Zacks Investment Management | 585 | $287.0K | 0.00% | +24+4.3% | Added |
| Paragon Capital Management LLC | 582 | $286.0K | 0.14% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $284.0K | 0.09% | +10+1.8% | Added |
| Verdence Capital Advisors LLC | 579 | $284.0K | 0.04% | +34+6.2% | Added |
| Parallel Advisors, LLC | 578 | $284.0K | 0.01% | +421+268.2% | Added |
| TrinityPoint Wealth, LLC | 576 | $283.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 575 | $282.0K | 0.18% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 572 | $281.0K | 0.23% | +572 | New |
| Norway Savings Bank | 570 | $280.0K | 0.14% | −105−15.6% | Reduced |
| CWA Asset Management Group, LLC | 565 | $280.0K | 0.02% | +140+32.9% | Added |
| Visionary Wealth Advisors | 567 | $278.0K | 0.03% | +120+26.8% | Added |
| Integrated Investment Consultants, LLC | 567 | $278.0K | 0.08% | +567 | New |
| Isthmus Partners, LLC | 565 | $277.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 561 | $275.0K | 0.02% | −156−21.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 561 | $275.0K | 0.05% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 559 | $274.0K | 0.05% | −4−0.7% | Reduced |
| Southland Equity Partners LLC | 558 | $274.0K | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 554 | $272.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 553 | $272.0K | 0.06% | −35−6.0% | Reduced |
| Soundmark Wealth Management, LLC | 553 | $272.0K | 0.11% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 551 | $271.0K | 0.07% | −4−0.7% | Reduced |
| Snowden Capital Advisors LLC | 550 | $270.1K | 0.01% | −5−0.9% | Reduced |
| YHB Investment Advisors, Inc. | 550 | $270.0K | 0.02% | −10−1.8% | Reduced |
| Tradition Wealth Management, LLC | 549 | $270.0K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 547 | $269.0K | 0.02% | −40−6.8% | Reduced |
| Pachira Investments Inc. | 547 | $269.0K | 0.19% | −23−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 538 | $269.0K | 0.02% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 552 | $267.0K | 0.34% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 542 | $266.1K | 0.01% | +30+5.9% | Added |
| Websterrogers Financial Advisors, LLC | 563 | $264.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 537 | $264.0K | 0.05% | 00.0% | Unchanged |
| Financial Services Advisory Inc | 534 | $262.0K | 0.11% | −13,683−96.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 533 | $262.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $261.0K | 0.01% | −40−7.0% | Reduced |
| Ellis Investment Partners, LLC | 527 | $259.0K | 0.07% | −4−0.8% | Reduced |
| Rodgers & Associates, LTD | 527 | $259.0K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 528 | $259.0K | 0.07% | +18+3.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 526 | $258.0K | 0.01% | −63−10.7% | Reduced |
| J. W. Coons Advisors, LLC | 526 | $258.0K | 0.09% | 00.0% | Unchanged |
| Burt Wealth Advisors | 525 | $258.0K | 0.09% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $258.0K | 0.08% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 525 | $258.0K | 0.19% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 520 | $256.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 520 | $255.0K | 0.08% | −3−0.6% | Reduced |
| Kovack Advisors, Inc. | 518 | $254.0K | 0.03% | +518 | New |
| Walled Lake Planning & Wealth Management, LLC | 513 | $252.0K | 0.16% | −28−5.2% | Reduced |
| Abbrea Capital, LLC | 510 | $251.0K | 0.04% | +510 | New |
| Investment Advisory Services Inc | 510 | $250.0K | 0.15% | +510 | New |
| Orion Portfolio Solutions, LLC | 508 | $249.0K | 0.01% | −996−66.2% | Reduced |
| Parkside Financial Bank & Trust | 505 | $248.0K | 0.07% | +101+25.0% | Added |
| Capital One Financial Corp | 503 | $247.0K | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 503 | $247.0K | 0.00% | +5+1.0% | Added |
| Foster Dykema Cabot & Co Inc | 500 | $246.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 500 | $246.0K | 0.03% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $246.0K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $246.0K | 0.06% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $245.0K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $244.0K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $243.0K | 0.05% | −469−48.8% | Reduced |
| Concentric Wealth Management, LLC | 494 | $243.0K | 0.07% | 00.0% | Unchanged |
| WP Advisors, LLC | 494 | $242.0K | 0.10% | +494 | New |
| Kovitz Investment Group Partners, LLC | 490 | $241.0K | 0.00% | +490 | New |
| PFS Investments Inc. | 483 | $238.0K | 0.01% | −68−12.3% | Reduced |
| Thomas Story & Son LLC | 485 | $238.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 485 | $238.0K | 0.01% | +10+2.1% | Added |
| Wealth Alliance Advisory Group, LLC | 483 | $237.0K | 0.12% | +483 | New |
| We Are One Seven, LLC | 480 | $236.0K | 0.03% | +35+7.9% | Added |
| Orrstown Financial Services Inc | 466 | $231.0K | 0.33% | −250−34.9% | Reduced |
| Buffington Mohr McNeal | 471 | $231.0K | 0.05% | −107−18.5% | Reduced |
| Lesa Sroufe & Co | 470 | $231.0K | 0.23% | 00.0% | Unchanged |
| Emery Howard Portfolio Management, Inc. | 466 | $229.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 466 | $229.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 454 | $227.0K | 0.05% | −125−21.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 462 | $227.0K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 461 | $226.0K | 0.10% | +461 | New |
| Ledyard National Bank | 459 | $225.0K | 0.02% | −60−11.6% | Reduced |
| Pioneer Trust Bank N A | 459 | $225.0K | 0.06% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 459 | $225.0K | 0.11% | 00.0% | Unchanged |
| Bangor Savings Bank | 457 | $224.0K | 0.03% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 458 | $224.0K | 0.07% | +458 | New |
| Exeter Financial, LLC | 450 | $222.0K | 0.13% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 449 | $220.0K | 0.02% | −23−4.9% | Reduced |
| Brinker Capital Investments, LLC | 449 | $220.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 448 | $220.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 445 | $219.1K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 447 | $219.0K | 0.12% | +447 | New |
| Summit X, LLC | 446 | $218.0K | 0.06% | −223−33.3% | Reduced |
| BerganKDV Wealth Management, LLC | 444 | $218.0K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $217.0K | 0.28% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 440 | $216.0K | 0.08% | −63−12.5% | Reduced |
| Pictet & Cie (Europe) SA | 439 | $216.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 439 | $216.0K | 0.03% | 00.0% | Unchanged |