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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 3,473 | $1.67M | 0.21% | −134−3.7% | Reduced |
| Meridian Investment Counsel Inc. | 3,523 | $1.69M | 0.61% | +303+9.4% | Added |
| Paragon Capital Management Ltd | 3,534 | $1.70M | 0.29% | +1,697+92.4% | Added |
| SOA Wealth Advisors, LLC. | 3,602 | $1.73M | 0.44% | −66−1.8% | Reduced |
| Colony Group LLC | 3,640 | $1.75M | 0.03% | +130+3.7% | Added |
| Woodstock Corp | 3,648 | $1.75M | 0.20% | +151+4.3% | Added |
| XML Financial, LLC | 3,658 | $1.76M | 0.23% | +10+0.3% | Added |
| Coyle Financial Counsel LLC | 3,719 | $1.79M | 1.05% | −37−1.0% | Reduced |
| TSFG, LLC | 3,734 | $1.80M | 0.70% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,742 | $1.80M | 0.06% | −3,742−50.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,760 | $1.81M | 0.14% | +125+3.4% | Added |
| High Falls Advisors, Inc | 3,802 | $1.83M | 0.50% | −1,828−32.5% | Reduced |
| Maryland Capital Management | 3,815 | $1.83M | 0.11% | 00.0% | Unchanged |
| Haverford Trust Co | 3,822 | $1.84M | 0.02% | +50+1.3% | Added |
| Kings Point Capital Management | 3,832 | $1.84M | 0.16% | +3+0.1% | Added |
| Select Equity Group, L.P. | 3,835 | $1.84M | 0.01% | +2,795+268.8% | Added |
| Nwam LLC | 3,839 | $1.85M | 0.17% | −438−10.2% | Reduced |
| Signature Securities Group Corporation | 3,860 | $1.86M | 0.62% | +3,860 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,875 | $1.86M | 0.02% | −25−0.6% | Reduced |
| Wunderlich Capital Managemnt | 3,876 | $1.86M | 0.90% | −122−3.1% | Reduced |
| Leavell Investment Management, Inc. | 3,901 | $1.88M | 0.14% | +20+0.5% | Added |
| EP Wealth Advisors, LLC | 3,916 | $1.88M | 0.05% | +177+4.7% | Added |
| Ameritas Investment Company, LLC | 3,927 | $1.89M | 0.09% | +341+9.5% | Added |
| CAPROCK Group, Inc. | 3,930 | $1.90M | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,952 | $1.90M | 0.14% | −783−16.5% | Reduced |
| RiverTree Advisors, LLC | 3,963 | $1.91M | 1.30% | −10,683−72.9% | Reduced |
| Tiemann Investment Advisors, LLC | 3,969 | $1.91M | 0.91% | −473−10.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,982 | $1.92M | 0.09% | +13+0.3% | Added |
| BBVA USA | 4,024 | $1.94M | 0.11% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4,029 | $1.94M | 0.92% | −155−3.7% | Reduced |
| StoneX Group Inc. | 4,024 | $1.94M | 0.28% | +122+3.1% | Added |
| National Asset Management, Inc. | 4,035 | $1.95M | 0.06% | +111+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,841 | $1.95M | 0.03% | +3,841 | New |
| Rosenblum Silverman Sutton S F Inc | 4,127 | $1.98M | 0.45% | −50−1.2% | Reduced |
| Kelman-Lazarov, Inc. | 4,133 | $1.99M | 0.70% | −68−1.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,135 | $1.99M | 0.11% | −55−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 4,170 | $2.00M | 0.24% | −5−0.1% | Reduced |
| Wade G W & Inc | 4,170 | $2.00M | 0.10% | −20.0% | Reduced |
| Centaurus Financial, Inc. | 4,216 | $2.03M | 0.17% | −768−15.4% | Reduced |
| Braun Stacey Associates Inc | 4,229 | $2.03M | 0.08% | −145−3.3% | Reduced |
| Putnam Investments LLC | 4,236 | $2.04M | 0.00% | −506−10.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,235 | $2.04M | 0.74% | +83+2.0% | Added |
| Harbor Advisory Corp | 4,277 | $2.06M | 0.89% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,283 | $2.06M | 0.11% | +51+1.2% | Added |
| Keeley-Teton Advisors, LLC | 4,288 | $2.06M | 0.22% | +4,288 | New |
| Jennison Associates LLC | 4,300 | $2.07M | 0.00% | +4,300 | New |
| Cambridge Advisors Inc. | 4,309 | $2.07M | 0.50% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 4,329 | $2.08M | 0.17% | −22−0.5% | Reduced |
| Cambridge Associates LLC | 4,339 | $2.09M | 0.18% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 4,343 | $2.09M | 0.33% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,053 | $2.11M | 1.53% | +285+7.6% | Added |
| New England Private Wealth Advisors LLC | 4,410 | $2.12M | 0.40% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 4,408 | $2.12M | 0.77% | +10.0% | Added |
| Hudson Valley Investment Advisors Inc | 4,434 | $2.13M | 0.37% | −168−3.7% | Reduced |
| Global Retirement Partners, LLC | 4,478 | $2.15M | 0.21% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,500 | $2.16M | 0.73% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,507 | $2.17M | 0.32% | −375−7.7% | Reduced |
| Davidson Trust Co | 4,538 | $2.18M | 1.67% | 00.0% | Unchanged |
| Coastline Trust Co | 4,574 | $2.20M | 0.27% | +85+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 4,600 | $2.21M | 0.04% | −184−3.8% | Reduced |
| Osborne Partners Capital Management, LLC | 4,614 | $2.22M | 0.18% | +593+14.7% | Added |
| Financial Architects, Inc | 4,640 | $2.23M | 0.32% | −100−2.1% | Reduced |
| Fiduciary Trust Co | 4,779 | $2.30M | 0.04% | −254−5.0% | Reduced |
| First Citizens Bank & Trust Co | 4,828 | $2.32M | 0.11% | −67−1.4% | Reduced |
| Lido Advisors, LLC | 4,854 | $2.33M | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 4,869 | $2.34M | 0.27% | −11−0.2% | Reduced |
| AXA S.A. | 4,932 | $2.37M | 0.01% | +496+11.2% | Added |
| Triumph Capital Management | 4,926 | $2.38M | 1.11% | +328+7.1% | Added |
| Ieq Capital, LLC | 4,945 | $2.38M | 0.06% | +10.0% | Added |
| American Institute for Advanced Investment Management, LLP | 4,949 | $2.38M | 1.69% | −282−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,958 | $2.38M | 0.09% | −15−0.3% | Reduced |
| Quantbot Technologies LP | 5,000 | $2.40M | 0.18% | +5,000 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $2.42M | 0.63% | 00.0% | Unchanged |
| Spinnaker Trust | 5,047 | $2.43M | 0.17% | +14+0.3% | Added |
| Gilman Hill Asset Management, LLC | 5,073 | $2.44M | 0.62% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,078 | $2.44M | 0.49% | −503−9.0% | Reduced |
| Hoylecohen, LLC | 5,124 | $2.46M | 0.23% | −18−0.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,143 | $2.47M | 0.88% | −298−5.5% | Reduced |
| Cambridge Trust Co | 5,149 | $2.48M | 0.09% | −32−0.6% | Reduced |
| Asset Management Group, Inc. | 5,187 | $2.49M | 0.51% | −506−8.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,266 | $2.53M | 0.06% | +4,272+429.8% | Added |
| Spire Wealth Management | 5,284 | $2.54M | 0.07% | +450+9.3% | Added |
| Sage Financial Management Group, Inc. | 5,333 | $2.56M | 64.29% | −68−1.3% | Reduced |
| Argent Trust Co | 5,341 | $2.57M | 0.17% | +422+8.6% | Added |
| Northwest Bancshares, Inc. | 5,413 | $2.60M | 0.59% | +97+1.8% | Added |
| Matrix Asset Advisors Inc | 5,448 | $2.62M | 0.37% | +159+3.0% | Added |
| Winthrop Advisory Group LLC | 5,454 | $2.63M | 0.59% | +55+1.0% | Added |
| Wealthcare Advisory Partners LLC | 5,495 | $2.64M | 0.17% | −465−7.8% | Reduced |
| Deutsche Bank AG | 5,555 | $2.67M | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,558 | $2.67M | 0.23% | −9−0.2% | Reduced |
| Cresset Asset Management, LLC | 5,556 | $2.68M | 0.04% | +867+18.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,572 | $2.68M | 0.39% | +5,572 | New |
| Regents of the University of California | 5,600 | $2.69M | 0.32% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 5,625 | $2.71M | 1.35% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,645 | $2.71M | 1.05% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,654 | $2.72M | 2.17% | +83+1.5% | Added |
| Baron Financial Group, LLC | 5,696 | $2.74M | 1.66% | −274−4.6% | Reduced |
| Avalon Investment & Advisory | 5,783 | $2.78M | 0.06% | +577+11.1% | Added |
| Capital Group Private Client Services, Inc. | 5,826 | $2.80M | 0.03% | +5,826 | New |
| Private Asset Management Inc | 5,836 | $2.81M | 0.38% | −35−0.6% | Reduced |