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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,167 | $561.0K | 0.08% | +1,137+3,790.0% | Added |
| Golden State Wealth Management, LLC | 1,175 | $565.0K | 0.12% | −200−14.5% | Reduced |
| JNBA Financial Advisors | 1,175 | $565.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 1,178 | $568.0K | 0.03% | +476+67.8% | Added |
| Port Capital LLC | 1,184 | $569.0K | 0.03% | −4,320−78.5% | Reduced |
| Graypoint LLC | 1,194 | $574.0K | 0.07% | +223+23.0% | Added |
| Altium Wealth Management LLC | 1,196 | $575.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,217 | $585.0K | 0.20% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,219 | $586.0K | 0.06% | −614−33.5% | Reduced |
| Appleton Partners Inc | 1,230 | $591.0K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,242 | $597.0K | 0.07% | +221+21.6% | Added |
| M. Kraus & Co | 1,244 | $598.0K | 0.21% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,253 | $602.0K | 0.25% | −469−27.2% | Reduced |
| Gamble Jones Investment Counsel | 1,254 | $603.0K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,260 | $606.0K | 0.15% | −73−5.5% | Reduced |
| Wealth Advisors, Inc. | 1,249 | $607.0K | 0.24% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,262 | $607.0K | 0.07% | −14−1.1% | Reduced |
| Group One Trading, L.P. | 1,270 | $611.0K | 0.01% | +1,270 | New |
| Peterson Wealth Management | 1,300 | $625.0K | 0.48% | +63+5.1% | Added |
| Advisors Capital Management, LLC | 1,309 | $629.0K | 0.02% | +1,309 | New |
| AlphaStar Capital Management, LLC | 1,278 | $635.0K | 0.04% | −1,034−44.7% | Reduced |
| BLB&B Advisors, LLC | 1,320 | $635.0K | 0.04% | −78−5.6% | Reduced |
| Roof Eidam & Maycock | 1,333 | $641.0K | 0.24% | +1,333 | New |
| Arjuna Capital | 1,333 | $641.0K | 0.26% | +1,333 | New |
| Meeder Asset Management Inc | 1,335 | $642.0K | 0.03% | +151+12.8% | Added |
| GYL Financial Synergies, LLC | 1,352 | $650.0K | 0.33% | +1+0.1% | Added |
| Round Rock Advisors, LLC | 1,354 | $651.0K | 0.48% | −23−1.7% | Reduced |
| Neuberger Berman Group LLC | 1,360 | $654.0K | 0.00% | −226−14.2% | Reduced |
| SJA Financial Advisory, LLC | 1,360 | $654.0K | 0.51% | +3+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,368 | $658.0K | 0.17% | +20+1.5% | Added |
| Wealth Architects, LLC | 1,373 | $660.0K | 0.13% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $664.0K | 0.20% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $668.0K | 0.36% | 00.0% | Unchanged |
| HYA Advisors, Inc | 1,374 | $669.0K | 0.27% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,397 | $672.0K | 0.12% | +468+50.4% | Added |
| Breiter Capital Management Inc | 1,400 | $673.0K | 0.38% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,405 | $675.0K | 0.05% | +1,405 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,418 | $682.0K | 0.22% | −2−0.1% | Reduced |
| L & S Advisors Inc | 1,420 | $683.0K | 0.07% | +452+46.7% | Added |
| Platform Technology Partners | 1,430 | $688.0K | 0.31% | +401+39.0% | Added |
| Grimes & Company, Inc. | 1,434 | $690.0K | 0.03% | −30−2.0% | Reduced |
| Park National Corp | 1,434 | $690.0K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,445 | $695.0K | 1.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,449 | $697.0K | 0.12% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,453 | $699.0K | 0.13% | −7−0.5% | Reduced |
| Fortress Wealth Group, LLC | 1,461 | $703.0K | 0.61% | +2+0.1% | Added |
| Moors & Cabot, Inc. | 1,476 | $710.0K | 0.04% | +222+17.7% | Added |
| Means Investment Co., Inc. | 1,479 | $711.0K | 0.14% | +229+18.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,477 | $713.0K | 0.16% | +387+35.5% | Added |
| Seelaus Asset Management LLC | 1,499 | $721.0K | 0.42% | −33−2.2% | Reduced |
| Calton & Associates, Inc. | 1,507 | $724.0K | 0.16% | −3,332−68.9% | Reduced |
| CCG Wealth Management, LLC | 1,505 | $724.0K | 0.42% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $725.0K | 0.28% | 00.0% | Unchanged |
| Bank of Hawaii | 1,510 | $726.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,528 | $734.0K | 0.11% | −189−11.0% | Reduced |
| Samalin Investment Counsel, LLC | 1,527 | $734.0K | 0.48% | +1+0.1% | Added |
| Greenleaf Trust | 1,529 | $735.0K | 0.01% | −115−7.0% | Reduced |
| Acorn Wealth Advisors, LLC | 1,533 | $737.0K | 0.52% | −20−1.3% | Reduced |
| Swaine & Leidel Wealth Services, LLC | 1,534 | $737.0K | 0.65% | +1,534 | New |
| Security National Trust Co | 1,520 | $746.0K | 0.17% | 00.0% | Unchanged |
| Vista Investment Management | 1,553 | $747.0K | 0.44% | −1−0.1% | Reduced |
| Ziegler Capital Management, LLC | 1,568 | $754.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,579 | $761.4K | 0.07% | +782+98.1% | Added |
| American Money Management, LLC | 1,590 | $765.0K | 0.22% | +1,590 | New |
| Berger Financial Group, Inc | 1,601 | $770.0K | 0.14% | −10−0.6% | Reduced |
| Great Lakes Advisors, LLC | 1,603 | $771.0K | 0.01% | −41−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,579 | $771.0K | 0.03% | +443+39.0% | Added |
| Truepoint, Inc. | 1,615 | $777.0K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,617 | $778.0K | 0.16% | +6+0.4% | Added |
| Hamilton Capital, LLC | 1,617 | $778.0K | 0.07% | +204+14.4% | Added |
| Orgel Wealth Management, LLC | 1,623 | $780.0K | 0.09% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,624 | $781.0K | 0.09% | +19+1.2% | Added |
| Wedbush Securities Inc | 1,625 | $782.0K | 0.04% | −19−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,629 | $783.0K | 0.23% | +76+4.9% | Added |
| Clear Harbor Asset Management, LLC | 1,632 | $785.0K | 0.09% | +1,632 | New |
| Vista Wealth Management Group, LLC | 1,634 | $786.0K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,669 | $803.0K | 0.50% | 00.0% | Unchanged |
| Eastern Bank | 1,690 | $812.0K | 0.04% | −191−10.2% | Reduced |
| Lynch & Associates | 1,690 | $813.0K | 0.21% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,696 | $816.0K | 0.07% | +65+4.0% | Added |
| Rhumbline Advisers | 1,714 | $824.0K | 0.00% | +1,714 | New |
| Cadence Bank NA | 1,718 | $826.0K | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,718 | $826.0K | 0.15% | +500+41.1% | Added |
| Tennessee Valley Asset Management Partners | 1,729 | $832.0K | 0.32% | +1,729 | New |
| Sawgrass Asset Management LLC | 1,742 | $838.0K | 0.08% | −1,545−47.0% | Reduced |
| Duncker Streett & Co Inc | 1,742 | $838.0K | 0.16% | −39−2.2% | Reduced |
| Valmark Advisers, Inc. | 1,747 | $840.0K | 0.02% | −5−0.3% | Reduced |
| Neumann Capital Management, LLC | 1,750 | $842.0K | 0.38% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,758 | $845.0K | 0.04% | +1+0.1% | Added |
| Measured Wealth Private Client Group, LLC | 1,763 | $848.0K | 0.33% | −1,959−52.6% | Reduced |
| Mid Atlantic Financial Management Inc | 1,767 | $850.0K | 0.06% | +40+2.3% | Added |
| Carolinas Wealth Consulting LLC | 1,765 | $851.0K | 0.20% | −18−1.0% | Reduced |
| Quest Capital Management Inc | 1,776 | $854.0K | 0.17% | −1,294−42.1% | Reduced |
| Evanson Asset Management, LLC | 1,741 | $855.0K | 0.09% | −26−1.5% | Reduced |
| HM Payson & Co | 1,792 | $862.0K | 0.02% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,793 | $862.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,793 | $862.0K | 0.48% | +1,459+436.8% | Added |
| Cornerstone Wealth Management, LLC | 1,796 | $864.0K | 0.09% | +7+0.4% | Added |
| Zions Bancorporation, N.A. | 1,798 | $865.0K | 0.09% | 00.0% | Unchanged |
| Petix & Botte Co | 1,836 | $882.0K | 0.30% | +918+100.0% | Added |