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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.

Q3 2021 vs. Q2 2021

How the institutions holding SPDR S&P Midcap 400 ETF Trust changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of MDY: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,037181,023+4
Shares26.1M109.8K25.7M−251.3K (−1.0%)
Value$12.8B$53.9M$12.4B−$391.0M (−3.1%)

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to MDY in Q3 2021
InstitutionSharesValue% of portfolio
HRT Financial LP111,125$53.4M0.33%
Cypress Capital, LLC45,345$21.8M2.77%
Bokf, NA15,542$7.47M0.13%
Verition Fund Management LLC13,881$6.67M0.10%
GWM Advisors LLC13,364$6.43M0.16%
Chilton Investment Co LLC11,217$5.39M0.13%
Gries Financial LLC9,910$4.76M1.50%
Badgley Phelps Wealth Managers, LLC8,208$3.95M0.14%
Capital Group Private Client Services, Inc.5,826$2.80M0.03%
Ashton Thomas Private Wealth, LLC5,572$2.68M0.39%
Quantbot Technologies LP5,000$2.40M0.18%
Jennison Associates LLC4,300$2.07M0.00%
Keeley-Teton Advisors, LLC4,288$2.06M0.22%
Wealth Enhancement Advisory Services, LLC3,841$1.95M0.03%
Signature Securities Group Corporation3,860$1.86M0.62%
Advus Financial Partners, LLC2,762$1.43M0.79%
Pallas Capital Advisors LLC2,410$1.27M0.14%
ExodusPoint Capital Management, LP2,505$1.21M0.02%
QCM Cayman, Ltd.2,265$1.09M2.98%
Two Sigma Securities, LLC2,148$1.03M0.21%
Zhang Financial LLC2,106$1.01M0.23%
Trexquant Investment LP1,992$958.0K0.08%
Wealthsource Partners, LLC1,913$920.0K0.08%
Tennessee Valley Asset Management Partners1,729$832.0K0.32%
Rhumbline Advisers1,714$824.0K0.00%
Clear Harbor Asset Management, LLC1,632$785.0K0.09%
American Money Management, LLC1,590$765.0K0.22%
Swaine & Leidel Wealth Services, LLC1,534$737.0K0.65%
Financial Advocates Investment Management1,405$675.0K0.05%
Roof Eidam & Maycock1,333$641.0K0.24%
Arjuna Capital1,333$641.0K0.26%
Advisors Capital Management, LLC1,309$629.0K0.02%
Group One Trading, L.P.1,270$611.0K0.01%
Pacific Sun Financial Corp1,130$543.0K0.31%
Progressive Investment Management Corp1,080$519.0K0.15%
3EDGE Asset Management, LP1,053$506.0K0.04%
Zeke Capital Advisors, LLC855$411.0K0.02%
Vickerman Investment Advisors, Inc.843$405.0K0.16%
Peak Planning Group, LLC752$361.5K0.31%
Prudential Financial Inc705$343.0K0.00%
Truvvo Partners LLC712$342.0K0.24%
Blue Zone Wealth Advisors, LLC689$331.0K0.11%
Spearhead Capital Advisors, LLC672$323.0K0.04%
Arete Wealth Advisors, LLC552$266.0K0.03%
Walleye Trading LLC532$256.0K0.01%
Aj Wealth Strategies, LLC479$230.0K0.01%
Strategic Wealth Partners Group LLC452$217.0K0.04%
Blueshift Asset Management, LLC416$200.0K0.01%
Garde Capital, Inc.389$187.0K0.02%
Mascoma Wealth Management LLC369$177.0K0.07%
Cutler Group LP200$96.0K0.01%
PFG Private Wealth Management, LLC199$96.0K0.06%
Psagot Value Holdings Ltd. / (Israel)158$76.0K0.01%
O'Dell Group, LLC150$72.0K0.02%
Kowal Investment Group, LLC143$69.0K0.02%
Gerber Kawasaki Wealth & Investment Management120$57.0K0.01%
Herold Advisors, Inc.100$48.0K0.02%
Larson Financial Group LLC61$29.0K0.01%
RWM Asset Management, LLC45$22.0K0.00%
O'Shaughnessy Asset Management, LLC14$7.00K0.00%

Sold out (56)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of MDY in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Viridian Ria, LLC0$17.5M
Mizuho Securities USA LLC34,100$16.7M
Johnson Midwest Financial, LLC32,078$15.8M
Camarda Financial Advisors, LLC18,752$9.21M
Flow Traders U.S. LLC14,142$6.94M
Veracity Capital LLC13,670$6.71M
Renaissance Technologies LLC13,400$6.58M
Redhawk Wealth Advisors, Inc.12,518$6.15M
Balyasny Asset Management LLC11,924$5.86M
Capital Advantage, Inc.10,175$5.00M
Empowered Funds, LLC8,700$4.27M
CFS Investment Advisory Services, LLC5,401$2.65M
Capital Bank & Trust Co5,184$2.55M
Twin Tree Management, LP4,593$2.25M
Wealthstar Advisors, LLC4,370$2.14M
Bank Hapoalim BM6,156$1.89M
Old Mission Capital LLC3,395$1.67M
Granite Investment Advisors, LLC2,542$1.25M
Financial & Tax Architects, LLC2,112$1.04M
Marshall Wace, LLP1,945$955.0K
Rothschild Investment Corp1,790$879.0K
Hayden Royal, LLC1,712$841.0K
Old North State Trust, LLC1,512$743.0K
Claybrook Capital, LLC1,217$598.0K
Sequoia Financial Advisors, LLC1,157$568.0K
Fulcrum Equity Management1,136$558.0K
Marcum Wealth, LLC934$459.0K
Advisor Resource Council832$409.0K
Bank of Stockton725$356.0K
Sightline Wealth Advisors, LLC572$281.0K
Lake Street Advisors Group, LLC538$269.0K
Financial Services Advisory Inc534$262.0K
J. W. Coons Advisors, LLC526$258.0K
Walled Lake Planning & Wealth Management, LLC513$252.0K
Orion Portfolio Solutions, LLC508$249.0K
Foster Dykema Cabot & Co Inc500$246.0K
Ellsworth Advisors, LLC459$225.0K
Summit X, LLC446$218.0K
Andesa Financial Management Inc.423$207.0K
Burney Co415$204.0K
Financial Insights, Inc.414$203.3K
Harbour Investment Management LLC414$203.0K
Dynamic Advisor Solutions LLC411$202.0K
Bar Harbor Trust Services409$201.0K
Vision Capital Management, Inc.410$201.0K
Epiq Partners, LLC410$201.0K
WealthShield Partners, LLC345$169.0K
Parisi Gray Wealth Management288$141.0K
Strategic Blueprint, LLC48$24.0K
Red Door Wealth Management, LLC50$24.0K
Creative Financial Designs Inc30$15.0K
Sound Income Strategies, LLC22$11.0K
Tucker Asset Management LLC11$5.40K
Perennial Advisors, LLC10$5.00K
First Command Advisory Services, Inc.25$0
FundX Investment Group, LLC448–

Not filed for Q3 2021 yet (18)

Institutions that held SPDR S&P Midcap 400 ETF Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDY in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Aperimus Capital, LLC43,337$21.3M
Pinnacle Wealth Advisors23,935$11.8M
Allegiant Private Advisors, LLC13,404$6.58M
Badgley Phelps & Bell Inc8,267$4.06M
Novak Financial Planning, LLC6,774$3.33M
CWM, LLC4,524$2.22M
Hoover Financial Advisors, Inc.2,251$1.10M
Strategic Wealth Management Group, LLC1,423$699.0K
Western Wealth Management, LLC1,326$650.0K
San Francisco Sentry Investment Group (Ca)1,187$583.0K
20/20 Capital Management, Inc.1,010$496.0K
Bel Air Investment Advisors LLC850$417.0K
Pratt Collard Advisory Partners LLC654$321.0K
First Horizon Corp610$299.0K
Horan Securities, Inc.125$61.0K
FormulaFolio Investments, LLC52$26.0K
Castleview Partners, LLC46$23.0K
Elmwood Wealth Management, Inc.26$13.0K