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.
| 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, 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 28,503 | $13.7M | 0.22% | −350−1.2% | Reduced |
| Cetera Advisor Networks LLC | 28,632 | $13.8M | 0.19% | +219+0.8% | Added |
| Miracle Mile Advisors, LLC | 29,606 | $14.2M | 0.69% | −1,625−5.2% | Reduced |
| Country Club Trust Company, n.a. | 29,594 | $14.5M | 1.24% | −310−1.0% | Reduced |
| BlackRock Inc. | 30,313 | $14.6M | 0.00% | −12,591−29.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,883 | $14.9M | 0.30% | +397+1.3% | Added |
| Huntington National Bank | 1,350 | $14.9M | 0.15% | 00.0% | Unchanged |
| Boston Family Office LLC | 30,999 | $14.9M | 1.08% | −1,030−3.2% | Reduced |
| Financial Partners Capital Management LLC | 31,438 | $15.1M | 2.76% | −227−0.7% | Reduced |
| American International Group, Inc. | 31,500 | $15.1M | 0.08% | +9,300+41.9% | Added |
| Trustmark National Bank Trust Department | 31,678 | $15.2M | 1.22% | +30.0% | Added |
| Frontier Wealth Management LLC | 31,734 | $15.3M | 1.05% | +10.0% | Added |
| Dakota Wealth Management | 34,916 | $16.8M | 1.94% | −1,440−4.0% | Reduced |
| People's United Financial, Inc. | 35,199 | $16.9M | 0.38% | −412−1.2% | Reduced |
| Camden Capital, LLC | 35,474 | $17.1M | 3.42% | −20−0.1% | Reduced |
| Hancock Whitney Corp | 35,847 | $17.2M | 0.60% | −463−1.3% | Reduced |
| BDO Wealth Advisors, LLC | 35,968 | $17.3M | 1.90% | +149+0.4% | Added |
| Curbstone Financial Management Corp | 36,469 | $17.5M | 3.31% | +425+1.2% | Added |
| Vestor Capital, LLC | 36,810 | $17.7M | 1.85% | −138−0.4% | Reduced |
| LCM Capital Management Inc | 36,994 | $17.8M | 15.04% | −1,211−3.2% | Reduced |
| Johnson Investment Counsel Inc | 36,895 | $17.8M | 0.24% | −992−2.6% | Reduced |
| Simmons Bank | 37,381 | $18.0M | 1.31% | −2,145−5.4% | Reduced |
| Covington Capital Management | 37,624 | $18.1M | 0.68% | −1,110−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 37,936 | $18.2M | 0.69% | +1,298+3.5% | Added |
| 1st Source Bank | 37,944 | $18.2M | 1.15% | +254+0.7% | Added |
| Prio Wealth Limited Partnership | 40,296 | $19.4M | 0.65% | −1,095−2.6% | Reduced |
| Boston Private Wealth LLC | 40,313 | $19.4M | 0.25% | −587−1.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,790 | $20.1M | 3.82% | +477+1.2% | Added |
| Captrust Financial Advisors | 42,341 | $20.4M | 0.17% | −147−0.3% | Reduced |
| Comerica Bank | 40,970 | $20.9M | 0.13% | +9,759+31.3% | Added |
| Chicago Partners Investment Group LLC | 39,649 | $20.9M | 1.47% | −379−0.9% | Reduced |
| Cumberland Advisors Inc | 43,645 | $21.0M | 4.85% | +1,150+2.7% | Added |
| Klingman & Associates, LLC | 44,630 | $21.5M | 2.00% | −242−0.5% | Reduced |
| Cypress Capital, LLC | 45,345 | $21.8M | 2.77% | +45,345 | New |
| Oldfather Financial Services, LLC | 41,759 | $22.1M | 11.35% | +372+0.9% | Added |
| Wellspring Financial Advisors, LLC | 46,168 | $22.2M | 6.69% | −1,766−3.7% | Reduced |
| Retirement Systems of Alabama | 46,232 | $22.2M | 0.08% | +93+0.2% | Added |
| Clearstead Advisors, LLC | 48,965 | $23.5M | 1.76% | −571−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 49,453 | $23.7M | 4.55% | +1,691+3.5% | Added |
| Financial Advisory Group | 50,003 | $24.0M | 5.32% | −899−1.8% | Reduced |
| Citadel Advisors LLC | 52,013 | $25.0M | 0.03% | +29,179+127.8% | Added |
| Moreno Evelyn V | 52,105 | $25.1M | 5.90% | −40.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,077 | $25.5M | 0.13% | −9,002−14.5% | Reduced |
| Bartlett & Co. LLC | 55,255 | $26.6M | 0.51% | −160.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55,255 | $26.6M | 0.51% | −160.0% | Reduced |
| Corient Capital Partners, LLC | 55,662 | $26.8M | 1.96% | +168+0.3% | Added |
| Smith, Moore & Co. | 56,640 | $27.2M | 4.16% | +1,124+2.0% | Added |
| Baird Financial Group, Inc. | 58,432 | $28.1M | 0.07% | +601+1.0% | Added |
| Stifel Financial Corp | 59,894 | $28.8M | 0.04% | +17,492+41.3% | Added |
| Gofen & Glossberg LLC | 60,854 | $29.3M | 0.69% | +273+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 61,408 | $29.5M | 0.07% | −9,086−12.9% | Reduced |
| Heritage Investors Management Corp | 61,452 | $29.6M | 1.24% | −3,107−4.8% | Reduced |
| Pittenger & Anderson Inc | 62,974 | $30.3M | 1.52% | +699+1.1% | Added |
| Conning Inc. | 63,175 | $30.4M | 0.87% | −40,960−39.3% | Reduced |
| Blair William & Co | 64,065 | $30.8M | 0.10% | +1,835+2.9% | Added |
| Victory Capital Management Inc | 65,548 | $31.5M | 0.03% | −17,787−21.3% | Reduced |
| Envestnet Asset Management Inc | 65,698 | $31.6M | 0.02% | +527+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 67,650 | $32.5M | 1.33% | +282+0.4% | Added |
| Waldron Private Wealth LLC | 68,299 | $32.8M | 1.91% | +57,611+539.0% | Added |
| Peapack Gladstone Financial Corp | 69,221 | $33.3M | 0.69% | −205−0.3% | Reduced |
| SG Americas Securities, LLC | 69,686 | $33.5M | 0.18% | −73,178−51.2% | Reduced |
| Pinnacle Associates Ltd | 72,455 | $34.8M | 0.64% | −1,469−2.0% | Reduced |
| Henshaw Capital LLC | 75,150 | $36.1M | 2.26% | 00.0% | Unchanged |
| Financial Counselors Inc | 75,319 | $36.2M | 0.78% | +310+0.4% | Added |
| Tower Research Capital LLC (TRC) | 75,552 | $36.3M | 0.93% | +54,107+252.3% | Added |
| Hyman Charles D | 75,718 | $36.4M | 2.55% | +1,720+2.3% | Added |
| Citizens Financial Group Inc | 75,873 | $36.5M | 1.35% | −3,414−4.3% | Reduced |
| Squarepoint Ops LLC | 77,692 | $37.4M | 0.26% | +29,235+60.3% | Added |
| Mariner, LLC | 80,734 | $38.8M | 0.20% | +13,162+19.5% | Added |
| Barber Financial Group, Inc. | 81,046 | $39.0M | 5.04% | −25,486−23.9% | Reduced |
| First Hawaiian Bank | 81,440 | $39.2M | 1.60% | −5,313−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 82,795 | $39.9M | 0.08% | −9,118−9.9% | Reduced |
| Portland Global Advisors LLC | 87,939 | $42.3M | 7.82% | −465−0.5% | Reduced |
| Credit Suisse AG | 87,986 | $42.3M | 0.03% | +10,524+13.6% | Added |
| Washington Trust Co | 88,038 | $42.3M | 1.19% | +1,266+1.5% | Added |
| MetLife Investment Management | 90,900 | $43.7M | 0.39% | +69,800+330.8% | Added |
| Commonwealth Equity Services, LLC | 97,769 | $47.0M | 0.12% | +7,811+8.7% | Added |
| Truist Financial Corp | 98,471 | $47.4M | 0.08% | +1,744+1.8% | Added |
| Hills Bank & Trust Co | 101,768 | $48.9M | 7.39% | +1,726+1.7% | Added |
| Susquehanna International Group, LLP | 103,393 | $49.7M | 0.06% | +60,533+141.2% | Added |
| Eaton Vance Management | 109,826 | $52.0M | 0.07% | +193+0.2% | Added |
| Sandy Spring Bank | 108,422 | $52.1M | 2.76% | −276−0.3% | Reduced |
| HRT Financial LP | 111,125 | $53.4M | 0.33% | +111,125 | New |
| State Street Corp | 113,329 | $54.5M | 0.00% | −1,211−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 113,770 | $54.7M | 0.11% | +2,079+1.9% | Added |
| JPMorgan Chase & Co | 115,522 | $55.6M | 0.01% | −65,162−36.1% | Reduced |
| Barclays PLC | 115,948 | $55.8M | 0.04% | −17,723−13.3% | Reduced |
| Montag A & Associates Inc | 118,539 | $57.0M | 3.06% | −2,946−2.4% | Reduced |
| Creative Planning | 120,943 | $58.2M | 0.10% | −1,282−1.0% | Reduced |
| FineMark National Bank & Trust | 121,619 | $58.5M | 2.48% | −140.0% | Reduced |
| HighTower Advisors, LLC | 122,412 | $58.9M | 0.16% | +394+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 122,646 | $59.0M | 0.11% | +2,571+2.1% | Added |
| Waddell & Associates, LLC | 127,195 | $61.2M | 10.42% | +1,746+1.4% | Added |
| Manufacturers Life Insurance Company, The | 127,312 | $61.2M | 0.05% | −805,482−86.4% | Reduced |
| Alliancebernstein L.P. | 127,564 | $61.3M | 0.02% | −4,332−3.3% | Reduced |
| Brown Advisory Inc | 139,688 | $67.2M | 0.10% | −1,130−0.8% | Reduced |
| Ameriprise Financial Inc | 143,202 | $68.9M | 0.02% | −6,620−4.4% | Reduced |
| Welch & Forbes LLC | 149,399 | $71.8M | 1.19% | +2,862+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 160,000 | $76.9M | 0.19% | +85,000+113.3% | Added |
| Whittier Trust Co | 165,514 | $79.6M | 1.45% | −1,767−1.1% | Reduced |