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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 12,485 | $6.00M | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 12,640 | $6.08M | 0.10% | +6,447+104.1% | Added |
| Motco | 12,732 | $6.12M | 0.40% | −305−2.3% | Reduced |
| MML Investors Services, LLC | 12,991 | $6.25M | 0.05% | +325+2.6% | Added |
| Round Table Services, LLC | 13,043 | $6.27M | 1.34% | +16+0.1% | Added |
| Fifth Third Securities, Inc. | 13,150 | $6.34M | 0.87% | −111−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 13,356 | $6.39M | 1.03% | −4,749−26.2% | Reduced |
| GWM Advisors LLC | 13,364 | $6.43M | 0.16% | +13,364 | New |
| Busey Wealth Management | 13,505 | $6.49M | 0.26% | −287−2.1% | Reduced |
| Meristem Family Wealth, LLC | 13,529 | $6.51M | 0.63% | +487+3.7% | Added |
| Smith Anglin Financial, LLC | 13,550 | $6.52M | 1.27% | −10−0.1% | Reduced |
| Madison Asset Management, LLC | 13,601 | $6.54M | 0.09% | +4,111+43.3% | Added |
| Fifth Third Bancorp | 13,712 | $6.59M | 0.03% | −980−6.7% | Reduced |
| All Terrain Financial Advisors, LLC | 13,764 | $6.62M | 3.04% | +168+1.2% | Added |
| Chesley Taft & Associates LLC | 13,806 | $6.64M | 0.38% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,881 | $6.67M | 0.10% | +13,881 | New |
| Howard Capital Management Inc. | 13,731 | $6.68M | 0.99% | +813+6.3% | Added |
| Boyd Watterson Asset Management LLC | 13,930 | $6.70M | 2.47% | 00.0% | Unchanged |
| Bank of New Hampshire | 13,720 | $6.74M | 1.80% | 00.0% | Unchanged |
| Adirondack Trust Co | 13,256 | $6.75M | 3.21% | −426−3.1% | Reduced |
| Edge Capital Group, LLC | 14,157 | $6.81M | 0.54% | 00.0% | Unchanged |
| Legal & General Group Plc | 14,200 | $6.83M | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,282 | $6.89M | 4.30% | −273−1.9% | Reduced |
| Wealthspire Advisors, LLC | 14,401 | $6.92M | 0.14% | +3,881+36.9% | Added |
| Community Bank, N.A. | 14,404 | $6.93M | 0.84% | −3,143−17.9% | Reduced |
| Colorado Capital Management, Inc. | 14,405 | $6.93M | 4.89% | −170−1.2% | Reduced |
| Elm Advisors, LLC | 14,510 | $6.98M | 4.18% | −165−1.1% | Reduced |
| Midwest Professional Planners, LTD. | 14,537 | $6.98M | 3.70% | −242−1.6% | Reduced |
| Qci Asset Management Inc | 14,902 | $7.17M | 0.42% | −511−3.3% | Reduced |
| Raymond James Trust N.A. | 14,964 | $7.20M | 0.24% | −3,545−19.2% | Reduced |
| Retirement Income Solutions, Inc | 15,055 | $7.24M | 2.42% | −339−2.2% | Reduced |
| Alexandria Capital, LLC | 15,217 | $7.32M | 0.68% | −185−1.2% | Reduced |
| Staley Capital Advisers Inc | 15,280 | $7.35M | 0.39% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 15,399 | $7.41M | 0.10% | +60+0.4% | Added |
| Royal Fund Management, LLC | 15,503 | $7.46M | 1.20% | −5,589−26.5% | Reduced |
| Bokf, NA | 15,542 | $7.47M | 0.13% | +15,542 | New |
| Palisade Asset Management, LLC | 15,649 | $7.53M | 0.92% | −36−0.2% | Reduced |
| Pacific Center for Financial Services | 15,699 | $7.55M | 3.29% | −1,130−6.7% | Reduced |
| Goelzer Investment Management, Inc. | 15,792 | $7.59M | 0.67% | −274−1.7% | Reduced |
| IFP Advisors, Inc | 16,364 | $7.83M | 0.16% | −4,983−23.3% | Reduced |
| Legacy Advisors, LLC | 16,361 | $7.87M | 3.15% | −156−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 16,499 | $7.93M | 2.83% | +190+1.2% | Added |
| Sun Life Financial INC | 16,698 | $8.03M | 0.46% | 00.0% | Unchanged |
| Bridgeworth, LLC | 16,717 | $8.04M | 2.26% | −239−1.4% | Reduced |
| Central Bank & Trust Co | 16,952 | $8.15M | 1.34% | −88−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 17,083 | $8.21M | 0.04% | −228−1.3% | Reduced |
| American Portfolios Advisors | 17,355 | $8.35M | 0.31% | +1,914+12.4% | Added |
| Hummer Financial Advisory Services Inc | 17,448 | $8.41M | 7.78% | 00.0% | Unchanged |
| Estate Counselors, LLC | 17,585 | $8.46M | 1.06% | −25,420−59.1% | Reduced |
| Mattern Wealth Management LLC | 17,775 | $8.55M | 2.87% | −236−1.3% | Reduced |
| D. Scott Neal, Inc. | 18,180 | $8.74M | 3.70% | −313−1.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 18,204 | $8.75M | 2.40% | −36,500−66.7% | Reduced |
| Parametric Portfolio Associates LLC | 18,208 | $8.76M | 0.00% | −2,103−10.4% | Reduced |
| Ramiah Investment Group | 18,384 | $8.84M | 6.34% | −7,147−28.0% | Reduced |
| NBT Bank N A | 18,445 | $8.87M | 1.23% | −407−2.2% | Reduced |
| KCM Investment Advisors LLC | 18,562 | $8.93M | 0.36% | −591−3.1% | Reduced |
| Telemus Capital, LLC | 18,580 | $8.94M | 0.76% | −130−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 18,731 | $9.01M | 0.02% | +553+3.0% | Added |
| Sargent Bickham Lagudis LLC | 18,779 | $9.03M | 0.74% | −586−3.0% | Reduced |
| MUFG Americas Holdings Corp | 18,937 | $9.11M | 0.17% | −363−1.9% | Reduced |
| FMR LLC | 19,009 | $9.14M | 0.00% | −249−1.3% | Reduced |
| Grove Bank & Trust | 19,629 | $9.44M | 1.99% | −172−0.9% | Reduced |
| Private Advisor Group, LLC | 20,043 | $9.64M | 0.06% | +6,779+51.1% | Added |
| Massmutual Trust Co FSB | 20,233 | $9.73M | 0.40% | +1,740+9.4% | Added |
| Lutz Financial Services LLC | 20,307 | $9.77M | 1.27% | −50.0% | Reduced |
| Evercore Wealth Management, LLC | 20,598 | $9.90M | 0.18% | −329−1.6% | Reduced |
| Brown Brothers Harriman & Co | 20,636 | $9.92M | 0.06% | +28+0.1% | Added |
| Millennium Management LLC | 20,671 | $9.94M | 0.01% | −39,899−65.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,786 | $10.0M | 2.86% | +353+1.7% | Added |
| Terry L. Blaker | 20,903 | $10.1M | 0.64% | −23−0.1% | Reduced |
| jvl associates llc | 20,932 | $10.1M | 6.94% | +253+1.2% | Added |
| Mechanics Bank Trust Department | 21,048 | $10.1M | 1.64% | −281−1.3% | Reduced |
| SlateStone Wealth, LLC | 21,180 | $10.2M | 2.33% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,277 | $10.2M | 0.10% | +240+1.1% | Added |
| KMG Fiduciary Partners, LLC | 21,465 | $10.3M | 1.76% | −1,898−8.1% | Reduced |
| Glenmede Trust Co NA | 21,515 | $10.3M | 0.05% | +1,791+9.1% | Added |
| EWG Elevate Inc. | 21,708 | $10.4M | 4.32% | −2,681−11.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,068 | $10.6M | 2.05% | −7,457−25.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 22,166 | $10.7M | 6.06% | −879−3.8% | Reduced |
| Capstone Financial Advisors, Inc. | 22,332 | $10.7M | 0.84% | −1,381−5.8% | Reduced |
| Old National Bancorp | 22,486 | $10.8M | 0.41% | −1,073−4.6% | Reduced |
| Cetera Advisors LLC | 22,618 | $10.9M | 0.21% | +4,622+25.7% | Added |
| Janney Montgomery Scott LLC | 23,132 | $11.1M | 0.05% | +438+1.9% | Added |
| Youngs Advisory Group, Inc. | 23,219 | $11.2M | 8.42% | +3,491+17.7% | Added |
| HSBC Holdings PLC | 23,486 | $11.3M | 0.01% | +3,100+15.2% | Added |
| Commerce Bank | 23,780 | $11.4M | 0.08% | +100+0.4% | Added |
| Pinnacle Financial Partners Inc | 23,931 | $11.5M | 0.41% | −40.0% | Reduced |
| Exchange Capital Management, Inc. | 24,590 | $11.8M | 2.29% | −2,073−7.8% | Reduced |
| Tiaa, FSB | 25,169 | $12.1M | 0.04% | −655−2.5% | Reduced |
| M&T Bank Corp | 25,399 | $12.2M | 0.05% | −394−1.5% | Reduced |
| Corsicana & Co. | 25,923 | $12.5M | 7.94% | −200−0.8% | Reduced |
| Green Square Capital Advisors LLC | 26,289 | $12.6M | 2.87% | +4,263+19.4% | Added |
| Avantax Advisory Services, Inc. | 26,340 | $12.7M | 0.21% | +1,147+4.6% | Added |
| RMB Capital Management, LLC | 26,356 | $12.7M | 0.42% | −267−1.0% | Reduced |
| Metropolitan Life Insurance Co | 26,400 | $12.7M | 0.18% | +9,800+59.0% | Added |
| First Financial Bank - Trust Division | 27,063 | $13.0M | 1.43% | −568−2.1% | Reduced |
| Caldwell Trust Co | 27,189 | $13.1M | 1.65% | −288−1.0% | Reduced |
| MCF Advisors LLC | 27,251 | $13.1M | 1.33% | −195−0.7% | Reduced |
| IFG Advisors, LLC | 27,720 | $13.3M | 6.11% | +400+1.5% | Added |
| Linscomb & Williams, Inc. | 27,899 | $13.4M | 0.69% | −450−1.6% | Reduced |