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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.

13F holders, Q3 2021

Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Sep 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
1,023
+4 vs. Q2 2021
Shares held
25.7M
−251.3K (−1.0%) vs. Q2 2021
Total value
$12.4B
−$391.0M (−3.1%) vs. Q2 2021
New holders
60
258 more added
Sold out
56
358 more reduced

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,023 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ3 2021: $12.4B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$12.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q2 2021.

Institutions holding MDY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JCIC Asset Management Inc.3$1.00K0.00%00.0%Unchanged
Lake Point Wealth Management3$1.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.5$3.00K0.00%−10−66.7%Reduced
AllSquare Wealth Management LLC6$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp10$5.00K0.00%−4−28.6%Reduced
Tradewinds Capital Management, LLC11$5.00K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.00K0.00%00.0%Unchanged
Assetmark, Inc10$5.00K0.00%+6+150.0%Added
Stonebridge Capital Advisors LLC14$7.00K0.00%00.0%Unchanged
Ironwood Financial, llc15$7.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC14$7.00K0.00%+14New
Global Financial Private Client, LLC16$7.82K0.00%00.0%Unchanged
Valley National Advisers Inc17$8.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC16$8.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.21$10.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC26$13.0K0.00%−42−61.8%Reduced
Lindbrook Capital, LLC30$14.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.30$14.0K0.00%00.0%Unchanged
Tfo-TDC, LLC32$15.0K0.00%00.0%Unchanged
TD Capital Management LLC31$15.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC34$16.0K0.01%00.0%Unchanged
CKW Financial Group33$16.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC34$16.6K0.00%00.0%Unchanged
Retirement Group, LLC35$17.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.37$18.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC41$20.0K0.01%00.0%Unchanged
Gradient Investments LLC44$21.0K0.00%00.0%Unchanged
Arrow Financial Corp45$22.0K0.00%00.0%Unchanged
RWM Asset Management, LLC45$22.0K0.00%+45New
Joseph P. Lucia & Associates, LLC50$24.0K0.01%00.0%Unchanged
Prentice Wealth Management LLC52$25.0K0.01%−3−5.5%Reduced
Sage Private Wealth Group, LLC51$25.0K0.03%00.0%Unchanged
Capital Analysts, LLC55$26.0K0.00%−35−38.9%Reduced
Piscataqua Savings Bank56$27.0K0.02%00.0%Unchanged
City Holding Co60$29.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.60$29.0K0.00%00.0%Unchanged
Islay Capital Management, LLC60$29.0K0.02%00.0%Unchanged
Larson Financial Group LLC61$29.0K0.01%+61New
Ten Capital Wealth Advisors, LLC70$34.0K0.02%−799−91.9%Reduced
CoreFirst Bank & Trust70$34.0K0.02%00.0%Unchanged
HC Financial Advisors Inc77$37.0K0.02%00.0%Unchanged
First Washington CORP80$38.0K0.01%00.0%Unchanged
Bollard Group LLC80$38.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC77$39.0K0.03%00.0%Unchanged
Perkins Coie Trust Co85$41.0K0.01%−10−10.5%Reduced
Asset Dedication, LLC87$41.0K0.01%00.0%Unchanged
Enterprise Trust & Investment Co85$41.0K0.02%00.0%Unchanged
AdvisorNet Financial, Inc90$43.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.90$43.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC95$46.0K0.00%+45+90.0%Added
Clean Yield Group100$48.0K0.02%00.0%Unchanged
Evolution Wealth Advisors, LLC100$48.0K0.01%00.0%Unchanged
Herold Advisors, Inc.100$48.0K0.02%+100New
Anchor Investment Management, LLC100$48.1K0.01%00.0%Unchanged
Interactive Financial Advisors109$52.0K0.02%−19−14.8%Reduced
America First Investment Advisors, LLC110$53.0K0.02%00.0%Unchanged
Canton Hathaway, LLC115$55.0K0.02%00.0%Unchanged
Newton One Investments LLC119$57.0K0.04%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management120$57.0K0.01%+120New
Tortoise Investment Management, LLC120$58.0K0.01%00.0%Unchanged
First National Bank of South Miami121$58.0K0.04%00.0%Unchanged
First Manhattan Co125$60.0K0.00%00.0%Unchanged
Activest Wealth Management127$61.0K0.04%00.0%Unchanged
Semmax Financial Advisors Inc.133$64.0K0.02%00.0%Unchanged
NEXT Financial Group, Inc139$67.0K0.01%−291−67.7%Reduced
Bellwether Advisors, LLC143$68.0K0.02%−23−13.9%Reduced
Kowal Investment Group, LLC143$69.0K0.02%+143New
Thomas J. Herzfeld Advisors, Inc.150$72.0K0.03%00.0%Unchanged
O'Dell Group, LLC150$72.0K0.02%+150New
Psagot Investment House Ltd.158$76.0K0.01%−513−76.5%Reduced
Psagot Value Holdings Ltd. / (Israel)158$76.0K0.01%+158New
Charter Oak Capital Management, LLC162$78.0K0.01%00.0%Unchanged
Costello Asset Management, INC172$83.0K0.05%00.0%Unchanged
Sutton Wealth Advisors Inc.177$85.1K0.03%00.0%Unchanged
Capital Directions Investment Advisors, LLC190$91.0K0.03%+66+53.2%Added
Country Trust Bank196$94.0K0.00%00.0%Unchanged
Field & Main Bank200$96.0K0.06%00.0%Unchanged
Sugarloaf Wealth Management, LLC200$96.0K0.03%00.0%Unchanged
Gables Capital Management Inc.200$96.0K0.06%00.0%Unchanged
Cutler Group LP200$96.0K0.01%+200New
PFG Private Wealth Management, LLC199$96.0K0.06%+199New
Cascade Investment Advisors, Inc.200$96.2K0.06%00.0%Unchanged
1832 Asset Management L.P.205$99.0K0.00%+55+36.7%Added
Coastal Capital Group, Inc.211$101.0K0.02%00.0%Unchanged
Monetary Management Group Inc230$111.0K0.03%+25+12.2%Added
Graves-Light Private Wealth Management, Inc.246$118.0K0.02%00.0%Unchanged
Contravisory Investment Management, Inc.248$119.0K0.04%+3+1.2%Added
Evermay Wealth Management LLC250$120.0K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC248$120.0K0.04%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.253$121.0K0.05%+1+0.4%Added
Dividend Assets Capital, LLC266$128.0K0.03%00.0%Unchanged
Halpern Financial, Inc.296$142.3K0.07%00.0%Unchanged
Systematic Alpha Investments, LLC300$153.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC323$155.0K0.05%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC331$159.0K0.01%−2−0.6%Reduced
Blackhill Capital Inc351$169.0K0.01%00.0%Unchanged
Signaturefd, LLC357$172.0K0.01%00.0%Unchanged
Ellevest, Inc.367$176.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC369$177.0K0.07%+369New