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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 1,849 | $889.0K | 0.30% | −49−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 1,855 | $892.0K | 0.07% | −98−5.0% | Reduced |
| Private Wealth Group, LLC | 1,887 | $907.0K | 0.60% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,885 | $907.0K | 0.56% | +4+0.2% | Added |
| First Business Financial Services, Inc. | 1,888 | $908.0K | 0.10% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,910 | $918.0K | 0.66% | −135−6.6% | Reduced |
| D.A. Davidson & Co. | 1,911 | $919.0K | 0.01% | −336−15.0% | Reduced |
| Wealthsource Partners, LLC | 1,913 | $920.0K | 0.08% | +1,913 | New |
| Prosperity Planning, Inc. | 1,952 | $939.0K | 0.51% | −19−1.0% | Reduced |
| LCNB Corp | 1,965 | $945.0K | 0.48% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,977 | $951.0K | 0.05% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,992 | $958.0K | 0.08% | +1,992 | New |
| TCTC Holdings, LLC | 2,038 | $980.0K | 0.05% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,043 | $982.0K | 0.30% | 00.0% | Unchanged |
| CPWM, LLC | 2,056 | $988.0K | 0.09% | −10−0.5% | Reduced |
| Bryn Mawr Trust Co | 2,063 | $992.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,077 | $999.0K | 0.03% | −9,006−81.3% | Reduced |
| Manchester Capital Management LLC | 2,078 | $999.0K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,073 | $1.00M | 0.08% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,083 | $1.00M | 0.19% | −800−27.7% | Reduced |
| Cozad Asset Management Inc | 2,098 | $1.01M | 0.16% | −14−0.7% | Reduced |
| Zhang Financial LLC | 2,106 | $1.01M | 0.23% | +2,106 | New |
| Minot Wealth Management LLC | 2,113 | $1.02M | 0.22% | +59+2.9% | Added |
| Frank, Rimerman Advisors LLC | 2,114 | $1.02M | 0.39% | −50−2.3% | Reduced |
| Shufro Rose & Co LLC | 2,139 | $1.03M | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,142 | $1.03M | 0.54% | +265+14.1% | Added |
| Two Sigma Securities, LLC | 2,148 | $1.03M | 0.21% | +2,148 | New |
| Slow Capital, Inc. | 2,163 | $1.04M | 0.19% | −137−6.0% | Reduced |
| Providence First Trust Co | 2,207 | $1.06M | 0.50% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,227 | $1.07M | 0.35% | −76−3.3% | Reduced |
| GFS Advisors, LLC | 2,243 | $1.08M | 0.23% | −55−2.4% | Reduced |
| Baystate Wealth Management LLC | 2,248 | $1.08M | 0.11% | +68+3.1% | Added |
| Legacy Wealth Management, LLC | 2,250 | $1.08M | 0.58% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,256 | $1.08M | 0.23% | 00.0% | Unchanged |
| Connolly Sarah T. | 2,265 | $1.09M | 0.90% | −20−0.9% | Reduced |
| QCM Cayman, Ltd. | 2,265 | $1.09M | 2.98% | +2,265 | New |
| Integrated Advisors Network LLC | 2,287 | $1.10M | 0.07% | +975+74.3% | Added |
| Howe & Rusling Inc | 2,319 | $1.11M | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,320 | $1.12M | 0.09% | +3+0.1% | Added |
| First Heartland Consultants, Inc. | 2,325 | $1.12M | 0.17% | −5,869−71.6% | Reduced |
| Blue Barn Wealth, LLC | 2,354 | $1.13M | 0.99% | −20−0.8% | Reduced |
| Brookstone Capital Management | 2,367 | $1.16M | 0.02% | −53,419−95.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,241 | $1.17M | 0.04% | +150+7.2% | Added |
| Tiedemann Advisors, LLC | 2,431 | $1.17M | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,446 | $1.18M | 0.12% | +10.0% | Added |
| Sigma Investment Counselors Inc | 2,452 | $1.18M | 0.09% | 00.0% | Unchanged |
| Rockland Trust Co | 2,498 | $1.20M | 0.08% | −680−21.4% | Reduced |
| Bank of Nova Scotia | 2,500 | $1.20M | 0.00% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,499 | $1.20M | 0.64% | +20+0.8% | Added |
| Roberts Glore & Co Inc | 2,504 | $1.20M | 0.37% | +1,288+105.9% | Added |
| ExodusPoint Capital Management, LP | 2,505 | $1.21M | 0.02% | +2,505 | New |
| Lenox Wealth Advisors, LLC | 2,526 | $1.22M | 0.16% | −55−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,529 | $1.22M | 0.07% | −50−1.9% | Reduced |
| TruWealth Advisors, LLC | 2,548 | $1.23M | 0.14% | −29−1.1% | Reduced |
| Beaumont Financial Partners, LLC | 2,571 | $1.24M | 0.10% | 00.0% | Unchanged |
| 55I, LLC | 2,629 | $1.26M | 0.04% | +1,547+143.0% | Added |
| Pallas Capital Advisors LLC | 2,410 | $1.27M | 0.14% | +2,410 | New |
| HBK Sorce Advisory LLC | 2,643 | $1.27M | 0.07% | −39−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,668 | $1.28M | 0.12% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $1.29M | 0.13% | −631−19.0% | Reduced |
| Lyell Wealth Management, LP | 2,705 | $1.30M | 0.16% | −6−0.2% | Reduced |
| Dowling & Yahnke LLC | 2,714 | $1.30M | 0.07% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.33M | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,794 | $1.34M | 0.36% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.35M | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 2,844 | $1.37M | 0.01% | −521−15.5% | Reduced |
| SOL Capital Management CO | 2,855 | $1.37M | 0.27% | −3−0.1% | Reduced |
| Perigon Wealth Management, LLC | 2,857 | $1.37M | 0.12% | −98−3.3% | Reduced |
| Wesbanco Bank Inc | 2,877 | $1.38M | 0.05% | +355+14.1% | Added |
| Change Path, LLC | 2,887 | $1.39M | 0.08% | −680−19.1% | Reduced |
| Pinnacle Family Advisors, LLC | 2,931 | $1.41M | 0.63% | −1,182−28.7% | Reduced |
| Freestone Capital Holdings, LLC | 2,949 | $1.42M | 0.07% | −269−8.4% | Reduced |
| Stephens Inc | 2,955 | $1.42M | 0.02% | −129−4.2% | Reduced |
| Johnson Financial Group, Inc. | 2,957 | $1.42M | 0.10% | −23−0.8% | Reduced |
| Choate Investment Advisors | 2,973 | $1.43M | 0.09% | −165−5.3% | Reduced |
| Advus Financial Partners, LLC | 2,762 | $1.43M | 0.79% | +2,762 | New |
| Aspiriant, LLC | 3,012 | $1.45M | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,033 | $1.46M | 0.12% | −105−3.3% | Reduced |
| Fieldpoint Private Securities, LLC | 3,063 | $1.47M | 0.33% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,066 | $1.47M | 0.15% | −162−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 3,081 | $1.48M | 0.35% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,091 | $1.49M | 0.16% | 00.0% | Unchanged |
| United Bank | 3,095 | $1.49M | 0.20% | −94−2.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,098 | $1.49M | 0.60% | −2,389−43.5% | Reduced |
| Mathes Company, Inc. | 3,150 | $1.51M | 0.56% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,218 | $1.55M | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,221 | $1.55M | 0.04% | +127+4.1% | Added |
| Rinet Co LLC | 3,225 | $1.55M | 0.29% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,262 | $1.57M | 0.05% | −514−13.6% | Reduced |
| Bremer Bank National Association | 3,302 | $1.59M | 0.31% | −44−1.3% | Reduced |
| Merit Financial Group, LLC | 3,312 | $1.59M | 0.17% | −400−10.8% | Reduced |
| North Star Investment Management Corp. | 3,314 | $1.59M | 0.13% | +10.0% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.62M | 0.34% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,376 | $1.62M | 1.53% | +62+1.9% | Added |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.63M | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,409 | $1.64M | 0.01% | −139−3.9% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.64M | 0.22% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,420 | $1.65M | 0.37% | −25−0.7% | Reduced |
| Aldebaran Financial Inc. | 3,455 | $1.66M | 1.43% | +267+8.4% | Added |
| WealthBridge Capital Management, LLC | 3,464 | $1.67M | 0.62% | +50+1.5% | Added |