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 |
|---|---|---|---|---|---|
| Simmons Bank | 37,381 | $18.0M | 1.31% | −2,145−5.4% | Reduced |
| LCM Capital Management Inc | 36,994 | $17.8M | 15.04% | −1,211−3.2% | Reduced |
| Johnson Investment Counsel Inc | 36,895 | $17.8M | 0.24% | −992−2.6% | Reduced |
| Vestor Capital, LLC | 36,810 | $17.7M | 1.85% | −138−0.4% | Reduced |
| Curbstone Financial Management Corp | 36,469 | $17.5M | 3.31% | +425+1.2% | Added |
| BDO Wealth Advisors, LLC | 35,968 | $17.3M | 1.90% | +149+0.4% | Added |
| Hancock Whitney Corp | 35,847 | $17.2M | 0.60% | −463−1.3% | Reduced |
| Camden Capital, LLC | 35,474 | $17.1M | 3.42% | −20−0.1% | Reduced |
| People's United Financial, Inc. | 35,199 | $16.9M | 0.38% | −412−1.2% | Reduced |
| Dakota Wealth Management | 34,916 | $16.8M | 1.94% | −1,440−4.0% | Reduced |
| Frontier Wealth Management LLC | 31,734 | $15.3M | 1.05% | +10.0% | Added |
| Trustmark National Bank Trust Department | 31,678 | $15.2M | 1.22% | +30.0% | Added |
| American International Group, Inc. | 31,500 | $15.1M | 0.08% | +9,300+41.9% | Added |
| Financial Partners Capital Management LLC | 31,438 | $15.1M | 2.76% | −227−0.7% | Reduced |
| Boston Family Office LLC | 30,999 | $14.9M | 1.08% | −1,030−3.2% | Reduced |
| Huntington National Bank | 1,350 | $14.9M | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 30,883 | $14.9M | 0.30% | +397+1.3% | Added |
| BlackRock Inc. | 30,313 | $14.6M | 0.00% | −12,591−29.3% | Reduced |
| Country Club Trust Company, n.a. | 29,594 | $14.5M | 1.24% | −310−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 29,606 | $14.2M | 0.69% | −1,625−5.2% | Reduced |
| Cetera Advisor Networks LLC | 28,632 | $13.8M | 0.19% | +219+0.8% | Added |
| Cetera Investment Advisers | 28,503 | $13.7M | 0.22% | −350−1.2% | Reduced |
| Linscomb & Williams, Inc. | 27,899 | $13.4M | 0.69% | −450−1.6% | Reduced |
| IFG Advisors, LLC | 27,720 | $13.3M | 6.11% | +400+1.5% | Added |
| MCF Advisors LLC | 27,251 | $13.1M | 1.33% | −195−0.7% | Reduced |
| Caldwell Trust Co | 27,189 | $13.1M | 1.65% | −288−1.0% | Reduced |
| First Financial Bank - Trust Division | 27,063 | $13.0M | 1.43% | −568−2.1% | Reduced |
| Metropolitan Life Insurance Co | 26,400 | $12.7M | 0.18% | +9,800+59.0% | Added |
| RMB Capital Management, LLC | 26,356 | $12.7M | 0.42% | −267−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 26,340 | $12.7M | 0.21% | +1,147+4.6% | Added |
| Green Square Capital Advisors LLC | 26,289 | $12.6M | 2.87% | +4,263+19.4% | Added |
| Corsicana & Co. | 25,923 | $12.5M | 7.94% | −200−0.8% | Reduced |
| M&T Bank Corp | 25,399 | $12.2M | 0.05% | −394−1.5% | Reduced |
| Tiaa, FSB | 25,169 | $12.1M | 0.04% | −655−2.5% | Reduced |
| Exchange Capital Management, Inc. | 24,590 | $11.8M | 2.29% | −2,073−7.8% | Reduced |
| Pinnacle Financial Partners Inc | 23,931 | $11.5M | 0.41% | −40.0% | Reduced |
| Commerce Bank | 23,780 | $11.4M | 0.08% | +100+0.4% | Added |
| HSBC Holdings PLC | 23,486 | $11.3M | 0.01% | +3,100+15.2% | Added |
| Youngs Advisory Group, Inc. | 23,219 | $11.2M | 8.42% | +3,491+17.7% | Added |
| Janney Montgomery Scott LLC | 23,132 | $11.1M | 0.05% | +438+1.9% | Added |
| Cetera Advisors LLC | 22,618 | $10.9M | 0.21% | +4,622+25.7% | Added |
| Old National Bancorp | 22,486 | $10.8M | 0.41% | −1,073−4.6% | Reduced |
| Capstone Financial Advisors, Inc. | 22,332 | $10.7M | 0.84% | −1,381−5.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 22,166 | $10.7M | 6.06% | −879−3.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,068 | $10.6M | 2.05% | −7,457−25.3% | Reduced |
| EWG Elevate Inc. | 21,708 | $10.4M | 4.32% | −2,681−11.0% | Reduced |
| Glenmede Trust Co NA | 21,515 | $10.3M | 0.05% | +1,791+9.1% | Added |
| KMG Fiduciary Partners, LLC | 21,465 | $10.3M | 1.76% | −1,898−8.1% | Reduced |
| Kestra Advisory Services, LLC | 21,277 | $10.2M | 0.10% | +240+1.1% | Added |
| SlateStone Wealth, LLC | 21,180 | $10.2M | 2.33% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 21,048 | $10.1M | 1.64% | −281−1.3% | Reduced |
| jvl associates llc | 20,932 | $10.1M | 6.94% | +253+1.2% | Added |
| Terry L. Blaker | 20,903 | $10.1M | 0.64% | −23−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,786 | $10.0M | 2.86% | +353+1.7% | Added |
| Millennium Management LLC | 20,671 | $9.94M | 0.01% | −39,899−65.9% | Reduced |
| Brown Brothers Harriman & Co | 20,636 | $9.92M | 0.06% | +28+0.1% | Added |
| Evercore Wealth Management, LLC | 20,598 | $9.90M | 0.18% | −329−1.6% | Reduced |
| Lutz Financial Services LLC | 20,307 | $9.77M | 1.27% | −50.0% | Reduced |
| Massmutual Trust Co FSB | 20,233 | $9.73M | 0.40% | +1,740+9.4% | Added |
| Private Advisor Group, LLC | 20,043 | $9.64M | 0.06% | +6,779+51.1% | Added |
| Grove Bank & Trust | 19,629 | $9.44M | 1.99% | −172−0.9% | Reduced |
| FMR LLC | 19,009 | $9.14M | 0.00% | −249−1.3% | Reduced |
| MUFG Americas Holdings Corp | 18,937 | $9.11M | 0.17% | −363−1.9% | Reduced |
| Sargent Bickham Lagudis LLC | 18,779 | $9.03M | 0.74% | −586−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 18,731 | $9.01M | 0.02% | +553+3.0% | Added |
| Telemus Capital, LLC | 18,580 | $8.94M | 0.76% | −130−0.7% | Reduced |
| KCM Investment Advisors LLC | 18,562 | $8.93M | 0.36% | −591−3.1% | Reduced |
| NBT Bank N A | 18,445 | $8.87M | 1.23% | −407−2.2% | Reduced |
| Ramiah Investment Group | 18,384 | $8.84M | 6.34% | −7,147−28.0% | Reduced |
| Parametric Portfolio Associates LLC | 18,208 | $8.76M | 0.00% | −2,103−10.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 18,204 | $8.75M | 2.40% | −36,500−66.7% | Reduced |
| D. Scott Neal, Inc. | 18,180 | $8.74M | 3.70% | −313−1.7% | Reduced |
| Mattern Wealth Management LLC | 17,775 | $8.55M | 2.87% | −236−1.3% | Reduced |
| Estate Counselors, LLC | 17,585 | $8.46M | 1.06% | −25,420−59.1% | Reduced |
| Hummer Financial Advisory Services Inc | 17,448 | $8.41M | 7.78% | 00.0% | Unchanged |
| American Portfolios Advisors | 17,355 | $8.35M | 0.31% | +1,914+12.4% | Added |
| Rockefeller Capital Management L.P. | 17,083 | $8.21M | 0.04% | −228−1.3% | Reduced |
| Central Bank & Trust Co | 16,952 | $8.15M | 1.34% | −88−0.5% | Reduced |
| Bridgeworth, LLC | 16,717 | $8.04M | 2.26% | −239−1.4% | Reduced |
| Sun Life Financial INC | 16,698 | $8.03M | 0.46% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 16,499 | $7.93M | 2.83% | +190+1.2% | Added |
| Legacy Advisors, LLC | 16,361 | $7.87M | 3.15% | −156−0.9% | Reduced |
| IFP Advisors, Inc | 16,364 | $7.83M | 0.16% | −4,983−23.3% | Reduced |
| Goelzer Investment Management, Inc. | 15,792 | $7.59M | 0.67% | −274−1.7% | Reduced |
| Pacific Center for Financial Services | 15,699 | $7.55M | 3.29% | −1,130−6.7% | Reduced |
| Palisade Asset Management, LLC | 15,649 | $7.53M | 0.92% | −36−0.2% | Reduced |
| Bokf, NA | 15,542 | $7.47M | 0.13% | +15,542 | New |
| Royal Fund Management, LLC | 15,503 | $7.46M | 1.20% | −5,589−26.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,399 | $7.41M | 0.10% | +60+0.4% | Added |
| Staley Capital Advisers Inc | 15,280 | $7.35M | 0.39% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 15,217 | $7.32M | 0.68% | −185−1.2% | Reduced |
| Retirement Income Solutions, Inc | 15,055 | $7.24M | 2.42% | −339−2.2% | Reduced |
| Raymond James Trust N.A. | 14,964 | $7.20M | 0.24% | −3,545−19.2% | Reduced |
| Qci Asset Management Inc | 14,902 | $7.17M | 0.42% | −511−3.3% | Reduced |
| Midwest Professional Planners, LTD. | 14,537 | $6.98M | 3.70% | −242−1.6% | Reduced |
| Elm Advisors, LLC | 14,510 | $6.98M | 4.18% | −165−1.1% | Reduced |
| Colorado Capital Management, Inc. | 14,405 | $6.93M | 4.89% | −170−1.2% | Reduced |
| Community Bank, N.A. | 14,404 | $6.93M | 0.84% | −3,143−17.9% | Reduced |
| Wealthspire Advisors, LLC | 14,401 | $6.92M | 0.14% | +3,881+36.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,282 | $6.89M | 4.30% | −273−1.9% | Reduced |