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 |
|---|---|---|---|---|---|
| Newport Wealth Strategies, Inc. | 767 | $369.0K | 0.22% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 774 | $372.0K | 0.06% | +111+16.7% | Added |
| Retirement Planning Group | 779 | $375.0K | 0.04% | −28−3.5% | Reduced |
| Paradigm Financial Partners, LLC | 760 | $375.0K | 0.09% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $375.0K | 0.27% | +255+48.6% | Added |
| John W. Brooker & Co., CPAs | 783 | $376.0K | 0.21% | +1+0.1% | Added |
| Enterprise Financial Services Corp | 784 | $377.0K | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 785 | $377.0K | 0.06% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 791 | $380.0K | 0.30% | 00.0% | Unchanged |
| Hoese & Co LLP | 790 | $380.0K | 0.41% | 00.0% | Unchanged |
| Adviser Investments LLC | 793 | $382.0K | 0.03% | −30−3.6% | Reduced |
| Bingham Osborn & Scarborough LLC | 794 | $382.0K | 0.03% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 801 | $385.0K | 0.24% | −1−0.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $385.0K | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $385.0K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $385.0K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 805 | $387.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 805 | $387.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 808 | $388.0K | 0.10% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 808 | $389.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 797 | $391.0K | 0.05% | 00.0% | Unchanged |
| Citizens Business Bank | 815 | $392.0K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $393.0K | 0.20% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 819 | $394.0K | 0.07% | −22−2.6% | Reduced |
| Kingfisher Capital LLC | 824 | $396.0K | 0.10% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 826 | $397.0K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 827 | $398.0K | 0.10% | 00.0% | Unchanged |
| Berkeley, Inc | 831 | $399.6K | 0.29% | −45−5.1% | Reduced |
| Vickerman Investment Advisors, Inc. | 843 | $405.0K | 0.16% | +843 | New |
| South State Corp. | 844 | $406.0K | 0.03% | −50−5.6% | Reduced |
| Ayrshire Capital Management LLC | 846 | $407.0K | 0.23% | −25−2.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 846 | $407.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 850 | $409.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 847 | $410.0K | 0.27% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 855 | $411.0K | 0.02% | +855 | New |
| WealthPLAN Partners, LLC | 805 | $412.0K | 0.03% | +10+1.3% | Added |
| Keebeck Alpha, LP | 870 | $418.0K | 0.13% | −1,179−57.5% | Reduced |
| Dohj, LLC | 822 | $419.0K | 0.20% | −759−48.0% | Reduced |
| Scotia Capital Inc. | 872 | $419.0K | 0.00% | +13+1.5% | Added |
| One Capital Management, LLC | 875 | $420.0K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 873 | $420.0K | 0.13% | +2+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 882 | $425.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,232 | $428.0K | 0.08% | +452+57.9% | Added |
| Edgestream Partners, L.P. | 893 | $429.0K | 0.03% | −137−13.3% | Reduced |
| Brighton Jones LLC | 892 | $429.0K | 0.02% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 892 | $430.0K | 0.00% | +218+32.3% | Added |
| Spotlight Asset Group, Inc. | 901 | $433.0K | 0.22% | −1,113−55.3% | Reduced |
| Harborview Advisors, LLC | 900 | $433.0K | 0.24% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 901 | $434.0K | 0.05% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 895 | $435.0K | 0.27% | −17−1.9% | Reduced |
| Donaldson Capital Management, LLC | 909 | $437.0K | 0.02% | −35−3.7% | Reduced |
| Connors Investor Services Inc | 915 | $440.0K | 0.05% | +285+45.2% | Added |
| Savant Capital, LLC | 919 | $442.0K | 0.02% | −80−8.0% | Reduced |
| Fiera Capital Corp | 938 | $451.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 940 | $452.0K | 0.08% | −14−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 955 | $459.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 957 | $460.0K | 0.21% | +9+0.9% | Added |
| Great Valley Advisor Group, Inc. | 957 | $460.0K | 0.03% | +296+44.8% | Added |
| New England Investment & Retirement Group, Inc. | 959 | $461.0K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 966 | $465.0K | 0.02% | +5+0.5% | Added |
| Quadrant Private Wealth Management, LLC | 968 | $465.0K | 0.19% | +11+1.1% | Added |
| First Pacific Financial | 971 | $467.0K | 0.25% | −102−9.5% | Reduced |
| Rehmann Capital Advisory Group | 994 | $468.0K | 0.04% | −29−2.8% | Reduced |
| Financial Advisory Corp | 984 | $473.0K | 0.32% | +12+1.2% | Added |
| Premier Asset Management LLC | 985 | $474.0K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 993 | $478.0K | 0.03% | −88−8.1% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $478.0K | 0.25% | −3−0.3% | Reduced |
| Roble, Belko & Company, Inc | 994 | $478.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 999 | $480.0K | 0.02% | +405+68.2% | Added |
| Rathbone Brothers plc | 1,000 | $481.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $481.0K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,011 | $486.0K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,015 | $487.9K | 0.05% | +78+8.3% | Added |
| TD Private Client Wealth LLC | 1,019 | $490.0K | 0.02% | +477+88.0% | Added |
| Arthur M. Cohen & Associates, LLC | 1,035 | $498.0K | 0.10% | −774−42.8% | Reduced |
| Financial Advisory Service, Inc. | 1,044 | $502.0K | 0.05% | −100−8.7% | Reduced |
| First National Bank of Omaha | 1,047 | $503.0K | 0.03% | +126+13.7% | Added |
| Cortland Associates Inc | 1,051 | $505.0K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,050 | $505.0K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,052 | $506.0K | 0.05% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,053 | $506.0K | 0.04% | +1,053 | New |
| High Probability Advisors, LLC | 1,050 | $506.9K | 0.21% | +92+9.6% | Added |
| Sageworth Trust Co | 1,073 | $516.0K | 0.04% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,080 | $519.0K | 0.15% | +1,080 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,085 | $522.0K | 0.03% | −110−9.2% | Reduced |
| ING Groep NV | 1,093 | $526.0K | 0.01% | −170−13.5% | Reduced |
| Jasper Ridge Partners, L.P. | 1,095 | $527.0K | 0.02% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,106 | $532.0K | 0.01% | −19−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,106 | $532.0K | 0.02% | +90+8.9% | Added |
| Bickling Financial Services, Inc. | 1,111 | $534.0K | 0.27% | +1+0.1% | Added |
| Fagan Associates, Inc. | 1,116 | $536.0K | 0.12% | −14−1.2% | Reduced |
| O'Brien Greene & Co. Inc | 1,122 | $540.0K | 0.20% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,130 | $543.0K | 0.31% | +1,130 | New |
| Long Road Investment Counsel, LLC | 1,145 | $551.0K | 0.24% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,148 | $552.0K | 0.18% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,148 | $553.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,152 | $554.0K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,160 | $557.0K | 0.15% | −1,210−51.1% | Reduced |
| Kanawha Capital Management LLC | 1,165 | $560.0K | 0.05% | −10−0.9% | Reduced |
| Single Point Partners, LLC | 1,167 | $561.0K | 1.23% | 00.0% | Unchanged |