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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 434 | $209.0K | 0.03% | −4−0.9% | Reduced |
| Sage Mountain Advisors LLC | 435 | $209.0K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 426 | $208.0K | 0.07% | 00.0% | Unchanged |
| Mark Stevens | 430 | $207.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $207.0K | 0.08% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 430 | $207.0K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 427 | $205.0K | 0.02% | −138−24.4% | Reduced |
| Meritage Portfolio Management | 427 | $205.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 427 | $205.0K | 0.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $204.4K | 0.03% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 426 | $204.0K | 0.07% | −7−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 425 | $204.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 425 | $204.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 422 | $202.0K | 0.13% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 420 | $202.0K | 0.14% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 419 | $202.0K | 0.02% | 00.0% | Unchanged |
| Brookmont Capital Management | 420 | $202.0K | 0.12% | 00.0% | Unchanged |
| First Foundation Advisors | 419 | $201.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 416 | $200.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 416 | $200.0K | 0.01% | +416 | New |
| Arlington Partners LLC | 389 | $187.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 389 | $187.0K | 0.02% | +389 | New |
| Mascoma Wealth Management LLC | 369 | $177.0K | 0.07% | +369 | New |
| Ellevest, Inc. | 367 | $176.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 357 | $172.0K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $169.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 331 | $159.0K | 0.01% | −2−0.6% | Reduced |
| Winch Advisory Services, LLC | 323 | $155.0K | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 300 | $153.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $142.3K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 266 | $128.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 253 | $121.0K | 0.05% | +1+0.4% | Added |
| Evermay Wealth Management LLC | 250 | $120.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 248 | $120.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 248 | $119.0K | 0.04% | +3+1.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 246 | $118.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 230 | $111.0K | 0.03% | +25+12.2% | Added |
| Coastal Capital Group, Inc. | 211 | $101.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 205 | $99.0K | 0.00% | +55+36.7% | Added |
| Cascade Investment Advisors, Inc. | 200 | $96.2K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $96.0K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 200 | $96.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $96.0K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 200 | $96.0K | 0.01% | +200 | New |
| PFG Private Wealth Management, LLC | 199 | $96.0K | 0.06% | +199 | New |
| Country Trust Bank | 196 | $94.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 190 | $91.0K | 0.03% | +66+53.2% | Added |
| Sutton Wealth Advisors Inc. | 177 | $85.1K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $83.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 162 | $78.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 158 | $76.0K | 0.01% | −513−76.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 158 | $76.0K | 0.01% | +158 | New |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $72.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $72.0K | 0.02% | +150 | New |
| Kowal Investment Group, LLC | 143 | $69.0K | 0.02% | +143 | New |
| Bellwether Advisors, LLC | 143 | $68.0K | 0.02% | −23−13.9% | Reduced |
| NEXT Financial Group, Inc | 139 | $67.0K | 0.01% | −291−67.7% | Reduced |
| Semmax Financial Advisors Inc. | 133 | $64.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 127 | $61.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 125 | $60.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 120 | $58.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 121 | $58.0K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 119 | $57.0K | 0.04% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 120 | $57.0K | 0.01% | +120 | New |
| Canton Hathaway, LLC | 115 | $55.0K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 110 | $53.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 109 | $52.0K | 0.02% | −19−14.8% | Reduced |
| Anchor Investment Management, LLC | 100 | $48.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $48.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 100 | $48.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 100 | $48.0K | 0.02% | +100 | New |
| Reilly Financial Advisors, LLC | 95 | $46.0K | 0.00% | +45+90.0% | Added |
| AdvisorNet Financial, Inc | 90 | $43.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 90 | $43.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $41.0K | 0.01% | −10−10.5% | Reduced |
| Asset Dedication, LLC | 87 | $41.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 85 | $41.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 77 | $39.0K | 0.03% | 00.0% | Unchanged |
| First Washington CORP | 80 | $38.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $38.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 77 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 70 | $34.0K | 0.02% | −799−91.9% | Reduced |
| CoreFirst Bank & Trust | 70 | $34.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 60 | $29.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 60 | $29.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 60 | $29.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $29.0K | 0.01% | +61 | New |
| Piscataqua Savings Bank | 56 | $27.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $26.0K | 0.00% | −35−38.9% | Reduced |
| Prentice Wealth Management LLC | 52 | $25.0K | 0.01% | −3−5.5% | Reduced |
| Sage Private Wealth Group, LLC | 51 | $25.0K | 0.03% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 45 | $22.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 45 | $22.0K | 0.00% | +45 | New |
| Gradient Investments LLC | 44 | $21.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 34 | $16.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $16.0K | 0.01% | 00.0% | Unchanged |