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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 561 | $270.0K | 0.05% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 552 | $270.0K | 0.32% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 566 | $272.0K | 0.08% | −1−0.2% | Reduced |
| Isthmus Partners, LLC | 565 | $272.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 567 | $273.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 570 | $274.0K | 0.13% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 576 | $277.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 575 | $277.0K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $278.0K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 579 | $278.0K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $280.0K | 0.15% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 585 | $281.0K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 591 | $284.0K | 0.03% | +73+14.1% | Added |
| Investment Partners, Ltd. | 593 | $285.0K | 0.13% | −10−1.7% | Reduced |
| Shaker Investments LLC | 593 | $285.0K | 0.13% | +2+0.3% | Added |
| Ropes Wealth Advisors LLC | 597 | $287.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 599 | $288.0K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $289.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $289.0K | 0.12% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $289.0K | 0.16% | 00.0% | Unchanged |
| Wintrust Investments LLC | 605 | $291.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 595 | $291.0K | 0.12% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 607 | $292.0K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 610 | $293.0K | 0.14% | −1−0.2% | Reduced |
| Ancora Advisors, LLC | 612 | $294.0K | 0.01% | −94−13.3% | Reduced |
| Valeo Financial Advisors, LLC | 616 | $296.0K | 0.02% | −75−10.9% | Reduced |
| Cowa, LLC | 620 | $301.0K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 629 | $302.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 633 | $304.0K | 0.04% | +1+0.2% | Added |
| Aurora Private Wealth, Inc. | 639 | $307.0K | 0.12% | −1,151−64.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 639 | $307.0K | 0.06% | −32−4.8% | Reduced |
| Hall Kathryn A. | 645 | $310.0K | 0.09% | −2,053−76.1% | Reduced |
| JFS Wealth Advisors, LLC | 644 | $310.0K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $310.0K | 0.02% | 00.0% | Unchanged |
| WP Advisors, LLC | 646 | $311.0K | 0.13% | +152+30.8% | Added |
| Smithfield Trust Co | 650 | $312.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $312.0K | 0.07% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $313.0K | 0.16% | 00.0% | Unchanged |
| Mendel Money Management | 650 | $313.0K | 0.20% | +7+1.1% | Added |
| Northstar Asset Management Inc | 654 | $314.5K | 0.08% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 655 | $315.0K | 0.04% | −5−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 657 | $316.0K | 0.11% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 650 | $317.0K | 0.02% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 661 | $318.0K | 0.27% | −19−2.8% | Reduced |
| IHT Wealth Management, LLC | 664 | $319.0K | 0.03% | −2,745−80.5% | Reduced |
| Hilltop Holdings Inc. | 664 | $319.0K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 664 | $319.0K | 0.15% | +2+0.3% | Added |
| Wealth Alliance | 665 | $320.0K | 0.07% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 670 | $322.0K | 0.15% | −11−1.6% | Reduced |
| Spearhead Capital Advisors, LLC | 672 | $323.0K | 0.04% | +672 | New |
| ACG Wealth | 674 | $324.0K | 0.04% | +1+0.1% | Added |
| Bassett Hargrove Investment Counsel, LLC | 660 | $324.0K | 0.48% | 00.0% | Unchanged |
| Trust Co | 675 | $325.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $325.0K | 0.01% | +600+800.0% | Added |
| CRA Financial Services, LLC | 680 | $327.0K | 0.11% | +35+5.4% | Added |
| Laidlaw Wealth Management LLC | 681 | $327.0K | 0.08% | +153+29.0% | Added |
| Crestwood Advisors Group LLC | 683 | $328.0K | 0.01% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 689 | $331.0K | 0.11% | +689 | New |
| Clearwater Capital Advisors, LLC | 691 | $332.0K | 0.04% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 693 | $333.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 694 | $334.0K | 0.04% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $334.0K | 0.16% | +15+2.2% | Added |
| Zacks Investment Management | 698 | $336.0K | 0.01% | +113+19.3% | Added |
| Spears Abacus Advisors LLC | 701 | $337.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 700 | $337.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $337.0K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 702 | $338.0K | 0.10% | −46−6.1% | Reduced |
| Almanack Investment Partners, LLC. | 700 | $338.0K | 0.03% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 705 | $339.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 705 | $339.0K | 0.14% | +50+7.6% | Added |
| Beach Investment Counsel Inc | 710 | $341.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 711 | $342.0K | 0.27% | 00.0% | Unchanged |
| Truvvo Partners LLC | 712 | $342.0K | 0.24% | +712 | New |
| Prudential Financial Inc | 705 | $343.0K | 0.00% | +705 | New |
| Rodgers Brothers Inc. | 725 | $349.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 725 | $349.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $349.0K | 0.17% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 727 | $350.0K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 728 | $350.0K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 728 | $350.0K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 728 | $350.0K | 0.07% | +34+4.9% | Added |
| Cadinha & Co LLC | 733 | $352.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 731 | $352.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 730 | $352.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 733 | $353.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Management LLC | 736 | $354.0K | 0.14% | +1+0.1% | Added |
| Trust Co of Vermont | 740 | $356.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $356.0K | 0.22% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 745 | $358.0K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 748 | $360.0K | 0.00% | +406+118.7% | Added |
| Plotkin Financial Advisors, LLC | 750 | $360.7K | 0.21% | −122−14.0% | Reduced |
| Peak Planning Group, LLC | 752 | $361.5K | 0.31% | +752 | New |
| Charter Trust Co | 756 | $364.0K | 0.03% | −362−32.4% | Reduced |
| BSW Wealth Partners | 756 | $364.0K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 760 | $365.0K | 0.24% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 760 | $365.0K | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 764 | $367.0K | 0.24% | +2+0.3% | Added |
| BerganKDV Wealth Management, LLC | 763 | $367.0K | 0.04% | +319+71.8% | Added |
| Capital Investment Advisory Services, LLC | 768 | $369.0K | 0.05% | −52−6.3% | Reduced |
| Janney Capital Management LLC | 767 | $369.0K | 0.02% | 00.0% | Unchanged |