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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 5,880 | $2.83M | 0.22% | −190−3.1% | Reduced |
| JMG Financial Group, Ltd. | 5,937 | $2.85M | 0.16% | −44−0.7% | Reduced |
| Apollon Wealth Management, LLC | 5,961 | $2.87M | 0.39% | +2,759+86.2% | Added |
| Charter Research & Investment Group, Inc. | 6,068 | $2.92M | 2.42% | +7+0.1% | Added |
| Pegasus Asset Management, Inc. | 6,210 | $2.99M | 1.37% | −25−0.4% | Reduced |
| West Paces Advisors Inc. | 6,287 | $3.02M | 1.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,300 | $3.03M | 0.25% | 00.0% | Unchanged |
| Keystone Financial Group | 6,309 | $3.03M | 0.55% | −4−0.1% | Reduced |
| Mercer Global Advisors Inc | 6,333 | $3.04M | 0.02% | +774+13.9% | Added |
| Intercontinental Wealth Advisors, LLC | 6,341 | $3.05M | 0.71% | +130+2.1% | Added |
| Naples Global Advisors, LLC | 6,352 | $3.06M | 0.40% | −100−1.5% | Reduced |
| Courier Capital LLC | 6,390 | $3.07M | 0.29% | −21−0.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,429 | $3.09M | 1.47% | +131+2.1% | Added |
| Silvercrest Asset Management Group LLC | 6,438 | $3.10M | 0.02% | −1,395−17.8% | Reduced |
| Northstar Asset Management LLC | 6,445 | $3.10M | 0.81% | +90+1.4% | Added |
| Homrich & Berg | 6,499 | $3.13M | 0.07% | +392+6.4% | Added |
| Personal Wealth Partners | 6,555 | $3.15M | 1.33% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,587 | $3.17M | 0.41% | −29−0.4% | Reduced |
| Disciplined Investments, LLC | 6,591 | $3.17M | 1.55% | +6+0.1% | Added |
| Meridian Wealth Management, LLC | 6,612 | $3.18M | 0.39% | −188−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 6,680 | $3.21M | 1.77% | −90−1.3% | Reduced |
| Ballentine Partners, LLC | 6,773 | $3.26M | 0.11% | −32−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 6,784 | $3.26M | 0.94% | −46−0.7% | Reduced |
| Summit Wealth Partners, LLC | 6,793 | $3.27M | 0.77% | +10.0% | Added |
| Segall Bryant & Hamill, LLC | 6,818 | $3.28M | 0.03% | −7−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 6,826 | $3.28M | 0.60% | −1,695−19.9% | Reduced |
| Gould Asset Management LLC | 6,861 | $3.30M | 1.02% | +200+3.0% | Added |
| Oppenheimer & Co Inc | 6,864 | $3.30M | 0.06% | −27−0.4% | Reduced |
| Highland Capital Management, LLC | 7,093 | $3.41M | 0.21% | +5,105+256.8% | Added |
| Keybank National Association | 7,197 | $3.46M | 0.02% | −10.0% | Reduced |
| Bay Rivers Group | 7,234 | $3.48M | 2.36% | +20+0.3% | Added |
| Newport Capital Group, LLC | 7,410 | $3.56M | 2.75% | +85+1.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,743 | $3.57M | 1.44% | −10.0% | Reduced |
| Wetherby Asset Management Inc | 7,551 | $3.63M | 0.23% | −40−0.5% | Reduced |
| Salomon & Ludwin, LLC | 7,627 | $3.67M | 0.57% | +35+0.5% | Added |
| Stephenson National Bank & Trust | 7,757 | $3.73M | 2.39% | −83−1.1% | Reduced |
| Davis R M Inc | 7,781 | $3.74M | 0.09% | −37−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,045 | $3.87M | 0.14% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 8,091 | $3.89M | 1.59% | −388−4.6% | Reduced |
| Venturi Wealth Management, LLC | 8,140 | $3.92M | 0.33% | −5,124−38.6% | Reduced |
| Beacon Pointe Advisors, LLC | 8,186 | $3.94M | 0.10% | −131−1.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,208 | $3.95M | 0.14% | +8,208 | New |
| Cape Cod Five Cents Savings Bank | 8,289 | $3.99M | 0.41% | −1,292−13.5% | Reduced |
| Bank of the West | 8,381 | $4.03M | 0.42% | −50−0.6% | Reduced |
| Equitable Holdings, Inc. | 8,392 | $4.04M | 0.07% | −80−0.9% | Reduced |
| IFG Advisory, LLC | 8,402 | $4.04M | 0.44% | −477−5.4% | Reduced |
| Pettinga Financial Advisors, LLC | 8,436 | $4.06M | 1.03% | −110−1.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,569 | $4.12M | 2.20% | −360−4.0% | Reduced |
| CMG Global Holdings, LLC | 8,585 | $4.13M | 3.08% | +526+6.5% | Added |
| Segment Wealth Management, LLC | 8,606 | $4.14M | 0.49% | −165−1.9% | Reduced |
| Evensky & Katz LLC | 8,650 | $4.16M | 0.43% | −118−1.3% | Reduced |
| ARS Investment Partners, LLC | 8,653 | $4.16M | 0.42% | +241+2.9% | Added |
| GenTrust, LLC | 8,719 | $4.20M | 0.35% | +10.0% | Added |
| Sunflower Bank, N.A. | 8,797 | $4.23M | 0.60% | −610−6.5% | Reduced |
| Harbour Investments, Inc. | 8,828 | $4.25M | 0.14% | +259+3.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,841 | $4.25M | 2.46% | +20.0% | Added |
| Csenge Advisory Group | 8,796 | $4.30M | 0.36% | +293+3.4% | Added |
| Court Place Advisors, LLC | 8,939 | $4.30M | 1.27% | +291+3.4% | Added |
| RMR Wealth Builders | 9,183 | $4.42M | 1.30% | +1,838+25.0% | Added |
| Bailard, Inc. | 9,321 | $4.48M | 0.15% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,741 | $4.70M | 0.82% | +2,894+42.3% | Added |
| AMG National Trust Bank | 9,780 | $4.70M | 0.15% | −25−0.3% | Reduced |
| Prospera Financial Services Inc | 9,853 | $4.74M | 0.24% | −47−0.5% | Reduced |
| Gries Financial LLC | 9,910 | $4.76M | 1.50% | +9,910 | New |
| Synovus Financial Corp | 9,998 | $4.81M | 0.05% | −74−0.7% | Reduced |
| RBF Capital, LLC | 10,000 | $4.81M | 0.27% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 10,007 | $4.81M | 2.76% | −60−0.6% | Reduced |
| Crewe Advisors LLC | 10,006 | $4.81M | 1.14% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,220 | $4.92M | 1.36% | −20−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 10,248 | $4.93M | 0.02% | −187−1.8% | Reduced |
| Renaissance Investment Group LLC | 10,252 | $4.93M | 1.26% | −350−3.3% | Reduced |
| Associated Banc-Corp | 10,332 | $4.97M | 0.20% | −159−1.5% | Reduced |
| Nixon Peabody Trust Co | 10,332 | $4.97M | 1.80% | −31−0.3% | Reduced |
| Sonata Capital Group Inc | 10,477 | $5.04M | 2.26% | +277+2.7% | Added |
| Central Trust Co | 10,728 | $5.16M | 0.18% | −50.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $5.17M | 0.46% | −61−0.6% | Reduced |
| Jane Street Group, LLC | 10,756 | $5.17M | 0.01% | +7,827+267.2% | Added |
| Firestone Capital Management | 10,585 | $5.20M | 1.72% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 10,877 | $5.23M | 3.42% | −4,214−27.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,436 | $5.25M | 0.71% | +19+0.2% | Added |
| Mutual Advisors, LLC | 11,097 | $5.34M | 0.32% | −4,091−26.9% | Reduced |
| Sand Hill Global Advisors, LLC | 11,191 | $5.38M | 0.33% | −109−1.0% | Reduced |
| Chilton Investment Co LLC | 11,217 | $5.39M | 0.13% | +11,217 | New |
| Belpointe Asset Management LLC | 11,252 | $5.41M | 0.37% | +3,648+48.0% | Added |
| Flputnam Investment Management Co | 11,270 | $5.42M | 0.18% | −607−5.1% | Reduced |
| Cerity Partners LLC | 11,422 | $5.49M | 0.12% | −35−0.3% | Reduced |
| Raffa Wealth Management, LLC | 11,884 | $5.71M | 1.98% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,922 | $5.73M | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,036 | $5.79M | 0.00% | −40−0.3% | Reduced |
| Boston Financial Mangement LLC | 12,121 | $5.83M | 0.24% | −50−0.4% | Reduced |
| AE Wealth Management LLC | 12,179 | $5.86M | 0.05% | −11,068−47.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,179 | $5.86M | 0.10% | −810−6.2% | Reduced |
| Meridian Wealth Advisors, LLC | 12,189 | $5.86M | 1.63% | +600+5.2% | Added |
| Peak Asset Management, LLC | 12,219 | $5.88M | 1.45% | −10−0.1% | Reduced |
| Lincoln National Corp | 12,223 | $5.88M | 0.13% | −2,822−18.8% | Reduced |
| Modera Wealth Management, LLC | 12,237 | $5.88M | 0.30% | −304−2.4% | Reduced |
| Pegasus Partners Ltd. | 12,257 | $5.89M | 1.07% | +311+2.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,317 | $5.92M | 1.39% | −210−1.7% | Reduced |
| G&S Capital LLC | 12,421 | $5.97M | 3.29% | +399+3.3% | Added |
| First Horizon Advisors, Inc. | 12,437 | $5.98M | 0.20% | +456+3.8% | Added |