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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 389 | $187.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 389 | $187.0K | 0.02% | +389 | New |
| Plancorp, LLC | 416 | $200.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 416 | $200.0K | 0.01% | +416 | New |
| First Foundation Advisors | 419 | $201.0K | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 422 | $202.0K | 0.13% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 420 | $202.0K | 0.14% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 419 | $202.0K | 0.02% | 00.0% | Unchanged |
| Brookmont Capital Management | 420 | $202.0K | 0.12% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 426 | $204.0K | 0.07% | −7−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 425 | $204.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 425 | $204.0K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $204.4K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 427 | $205.0K | 0.02% | −138−24.4% | Reduced |
| Meritage Portfolio Management | 427 | $205.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 427 | $205.0K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 430 | $207.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $207.0K | 0.08% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 430 | $207.0K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $208.0K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 434 | $209.0K | 0.03% | −4−0.9% | Reduced |
| Sage Mountain Advisors LLC | 435 | $209.0K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 436 | $210.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 422 | $211.0K | 0.04% | −32−7.0% | Reduced |
| Pictet & Cie (Europe) SA | 439 | $211.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 440 | $212.0K | 0.07% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $213.0K | 0.31% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 445 | $214.6K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 448 | $215.0K | 0.10% | −13−2.8% | Reduced |
| Noesis Capital Mangement Corp | 448 | $215.0K | 0.04% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $216.0K | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 449 | $216.0K | 0.05% | +1+0.2% | Added |
| Strategic Wealth Partners Group LLC | 452 | $217.0K | 0.04% | +452 | New |
| Bangor Savings Bank | 457 | $220.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 449 | $220.0K | 0.00% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 459 | $221.0K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 459 | $221.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 464 | $223.0K | 0.01% | −62−11.8% | Reduced |
| Orrstown Financial Services Inc | 466 | $224.0K | 0.35% | 00.0% | Unchanged |
| Emery Howard Portfolio Management, Inc. | 466 | $224.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 466 | $224.0K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 467 | $225.0K | 0.11% | +20+4.5% | Added |
| Buffington Mohr McNeal | 471 | $226.0K | 0.04% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $226.0K | 0.24% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 462 | $226.0K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 470 | $227.0K | 0.03% | +21+4.7% | Added |
| Kovitz Investment Group Partners, LLC | 476 | $229.0K | 0.00% | −14−2.9% | Reduced |
| Aj Wealth Strategies, LLC | 479 | $230.0K | 0.01% | +479 | New |
| Websterrogers Financial Advisors, LLC | 482 | $232.0K | 0.05% | −81−14.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 483 | $232.0K | 0.11% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 485 | $233.0K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 485 | $233.0K | 0.01% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 487 | $234.0K | 0.07% | +29+6.3% | Added |
| BlueSky Wealth Advisors, LLC | 493 | $237.0K | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 492 | $237.0K | 0.03% | +53+12.1% | Added |
| Front Street Capital Management, Inc. | 494 | $238.0K | 0.05% | −200−28.8% | Reduced |
| Concentric Wealth Management, LLC | 494 | $238.0K | 0.07% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $239.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 500 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $240.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $240.0K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 501 | $241.1K | 0.01% | −49−8.9% | Reduced |
| Capital One Financial Corp | 503 | $242.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 505 | $243.0K | 0.07% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $244.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 480 | $244.0K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 510 | $245.0K | 0.15% | 00.0% | Unchanged |
| Congress Asset Management Co | 514 | $247.0K | 0.00% | +11+2.2% | Added |
| Parallel Advisors, LLC | 520 | $250.0K | 0.01% | −58−10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 520 | $250.0K | 0.08% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 525 | $252.0K | 0.09% | −785−59.9% | Reduced |
| Coldstream Capital Management Inc | 744 | $252.0K | 0.01% | +130+21.2% | Added |
| Burt Wealth Advisors | 525 | $252.0K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 528 | $253.0K | 0.06% | +1+0.2% | Added |
| Rodgers & Associates, LTD | 527 | $253.0K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $253.0K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 531 | $255.0K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $256.0K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 520 | $256.0K | 0.03% | 00.0% | Unchanged |
| PFS Investments Inc. | 483 | $256.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 532 | $256.0K | 0.01% | +532 | New |
| Tarbox Family Office, Inc. | 537 | $258.0K | 0.05% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 539 | $259.0K | 0.03% | −50−8.5% | Reduced |
| Resources Management Corp | 546 | $263.0K | 0.04% | −40−6.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 547 | $263.0K | 0.02% | 00.0% | Unchanged |
| Pachira Investments Inc. | 547 | $263.0K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $264.0K | 0.04% | +1+0.2% | Added |
| Octavia Wealth Advisors, LLC | 551 | $265.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 553 | $266.0K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 552 | $266.0K | 0.03% | +552 | New |
| Federation des caisses Desjardins du Quebec | 554 | $266.4K | 0.00% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 555 | $267.0K | 0.10% | +2+0.4% | Added |
| Personal Capital Advisors Corp | 556 | $267.0K | 0.00% | +119+27.2% | Added |
| BKD Wealth Advisors, LLC | 558 | $268.0K | 0.01% | −40−6.7% | Reduced |
| Abbrea Capital, LLC | 555 | $268.0K | 0.04% | +45+8.8% | Added |
| Southland Equity Partners LLC | 558 | $268.3K | 0.12% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 559 | $269.0K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 560 | $269.0K | 0.02% | +10+1.8% | Added |
| Stock Yards Bank & Trust Co | 561 | $270.0K | 0.02% | 00.0% | Unchanged |