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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 14,200 | $6.83M | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14,157 | $6.81M | 0.54% | 00.0% | Unchanged |
| Adirondack Trust Co | 13,256 | $6.75M | 3.21% | −426−3.1% | Reduced |
| Bank of New Hampshire | 13,720 | $6.74M | 1.80% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13,930 | $6.70M | 2.47% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 13,731 | $6.68M | 0.99% | +813+6.3% | Added |
| Verition Fund Management LLC | 13,881 | $6.67M | 0.10% | +13,881 | New |
| Chesley Taft & Associates LLC | 13,806 | $6.64M | 0.38% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 13,764 | $6.62M | 3.04% | +168+1.2% | Added |
| Fifth Third Bancorp | 13,712 | $6.59M | 0.03% | −980−6.7% | Reduced |
| Madison Asset Management, LLC | 13,601 | $6.54M | 0.09% | +4,111+43.3% | Added |
| Smith Anglin Financial, LLC | 13,550 | $6.52M | 1.27% | −10−0.1% | Reduced |
| Meristem Family Wealth, LLC | 13,529 | $6.51M | 0.63% | +487+3.7% | Added |
| Busey Wealth Management | 13,505 | $6.49M | 0.26% | −287−2.1% | Reduced |
| GWM Advisors LLC | 13,364 | $6.43M | 0.16% | +13,364 | New |
| Clear Creek Financial Management, LLC | 13,356 | $6.39M | 1.03% | −4,749−26.2% | Reduced |
| Fifth Third Securities, Inc. | 13,150 | $6.34M | 0.87% | −111−0.8% | Reduced |
| Round Table Services, LLC | 13,043 | $6.27M | 1.34% | +16+0.1% | Added |
| MML Investors Services, LLC | 12,991 | $6.25M | 0.05% | +325+2.6% | Added |
| Motco | 12,732 | $6.12M | 0.40% | −305−2.3% | Reduced |
| Allworth Financial LP | 12,640 | $6.08M | 0.10% | +6,447+104.1% | Added |
| New England Asset Management Inc | 12,485 | $6.00M | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12,437 | $5.98M | 0.20% | +456+3.8% | Added |
| G&S Capital LLC | 12,421 | $5.97M | 3.29% | +399+3.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,317 | $5.92M | 1.39% | −210−1.7% | Reduced |
| Pegasus Partners Ltd. | 12,257 | $5.89M | 1.07% | +311+2.6% | Added |
| Modera Wealth Management, LLC | 12,237 | $5.88M | 0.30% | −304−2.4% | Reduced |
| Lincoln National Corp | 12,223 | $5.88M | 0.13% | −2,822−18.8% | Reduced |
| Peak Asset Management, LLC | 12,219 | $5.88M | 1.45% | −10−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 12,189 | $5.86M | 1.63% | +600+5.2% | Added |
| 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 |
| Boston Financial Mangement LLC | 12,121 | $5.83M | 0.24% | −50−0.4% | Reduced |
| Franklin Resources Inc | 12,036 | $5.79M | 0.00% | −40−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,922 | $5.73M | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11,884 | $5.71M | 1.98% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,422 | $5.49M | 0.12% | −35−0.3% | Reduced |
| Flputnam Investment Management Co | 11,270 | $5.42M | 0.18% | −607−5.1% | Reduced |
| Belpointe Asset Management LLC | 11,252 | $5.41M | 0.37% | +3,648+48.0% | Added |
| Chilton Investment Co LLC | 11,217 | $5.39M | 0.13% | +11,217 | New |
| Sand Hill Global Advisors, LLC | 11,191 | $5.38M | 0.33% | −109−1.0% | Reduced |
| Mutual Advisors, LLC | 11,097 | $5.34M | 0.32% | −4,091−26.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,436 | $5.25M | 0.71% | +19+0.2% | Added |
| Ascension Capital Advisors, Inc. | 10,877 | $5.23M | 3.42% | −4,214−27.9% | Reduced |
| Firestone Capital Management | 10,585 | $5.20M | 1.72% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,756 | $5.17M | 0.01% | +7,827+267.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $5.17M | 0.46% | −61−0.6% | Reduced |
| Central Trust Co | 10,728 | $5.16M | 0.18% | −50.0% | Reduced |
| Sonata Capital Group Inc | 10,477 | $5.04M | 2.26% | +277+2.7% | Added |
| Nixon Peabody Trust Co | 10,332 | $4.97M | 1.80% | −31−0.3% | Reduced |
| Associated Banc-Corp | 10,332 | $4.97M | 0.20% | −159−1.5% | Reduced |
| Renaissance Investment Group LLC | 10,252 | $4.93M | 1.26% | −350−3.3% | Reduced |
| United Capital Financial Advisers, LLC | 10,248 | $4.93M | 0.02% | −187−1.8% | Reduced |
| Diversified Portfolios, Inc. | 10,220 | $4.92M | 1.36% | −20−0.2% | Reduced |
| 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 |
| RBF Capital, LLC | 10,000 | $4.81M | 0.27% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,998 | $4.81M | 0.05% | −74−0.7% | Reduced |
| Gries Financial LLC | 9,910 | $4.76M | 1.50% | +9,910 | New |
| Prospera Financial Services Inc | 9,853 | $4.74M | 0.24% | −47−0.5% | Reduced |
| AMG National Trust Bank | 9,780 | $4.70M | 0.15% | −25−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 9,741 | $4.70M | 0.82% | +2,894+42.3% | Added |
| Bailard, Inc. | 9,321 | $4.48M | 0.15% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,183 | $4.42M | 1.30% | +1,838+25.0% | Added |
| Court Place Advisors, LLC | 8,939 | $4.30M | 1.27% | +291+3.4% | Added |
| Csenge Advisory Group | 8,796 | $4.30M | 0.36% | +293+3.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,841 | $4.25M | 2.46% | +20.0% | Added |
| Harbour Investments, Inc. | 8,828 | $4.25M | 0.14% | +259+3.0% | Added |
| Sunflower Bank, N.A. | 8,797 | $4.23M | 0.60% | −610−6.5% | Reduced |
| GenTrust, LLC | 8,719 | $4.20M | 0.35% | +10.0% | Added |
| ARS Investment Partners, LLC | 8,653 | $4.16M | 0.42% | +241+2.9% | Added |
| Evensky & Katz LLC | 8,650 | $4.16M | 0.43% | −118−1.3% | Reduced |
| Segment Wealth Management, LLC | 8,606 | $4.14M | 0.49% | −165−1.9% | Reduced |
| CMG Global Holdings, LLC | 8,585 | $4.13M | 3.08% | +526+6.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,569 | $4.12M | 2.20% | −360−4.0% | Reduced |
| Pettinga Financial Advisors, LLC | 8,436 | $4.06M | 1.03% | −110−1.3% | Reduced |
| IFG Advisory, LLC | 8,402 | $4.04M | 0.44% | −477−5.4% | Reduced |
| Equitable Holdings, Inc. | 8,392 | $4.04M | 0.07% | −80−0.9% | Reduced |
| Bank of the West | 8,381 | $4.03M | 0.42% | −50−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,289 | $3.99M | 0.41% | −1,292−13.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,208 | $3.95M | 0.14% | +8,208 | New |
| Beacon Pointe Advisors, LLC | 8,186 | $3.94M | 0.10% | −131−1.6% | Reduced |
| Venturi Wealth Management, LLC | 8,140 | $3.92M | 0.33% | −5,124−38.6% | Reduced |
| Harvest Investment Services, LLC | 8,091 | $3.89M | 1.59% | −388−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,045 | $3.87M | 0.14% | 00.0% | Unchanged |
| Davis R M Inc | 7,781 | $3.74M | 0.09% | −37−0.5% | Reduced |
| Stephenson National Bank & Trust | 7,757 | $3.73M | 2.39% | −83−1.1% | Reduced |
| Salomon & Ludwin, LLC | 7,627 | $3.67M | 0.57% | +35+0.5% | Added |
| Wetherby Asset Management Inc | 7,551 | $3.63M | 0.23% | −40−0.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,743 | $3.57M | 1.44% | −10.0% | Reduced |
| Newport Capital Group, LLC | 7,410 | $3.56M | 2.75% | +85+1.2% | Added |
| Bay Rivers Group | 7,234 | $3.48M | 2.36% | +20+0.3% | Added |
| Keybank National Association | 7,197 | $3.46M | 0.02% | −10.0% | Reduced |
| Highland Capital Management, LLC | 7,093 | $3.41M | 0.21% | +5,105+256.8% | Added |
| Oppenheimer & Co Inc | 6,864 | $3.30M | 0.06% | −27−0.4% | Reduced |
| Gould Asset Management LLC | 6,861 | $3.30M | 1.02% | +200+3.0% | Added |
| Moloney Securities Asset Management, LLC | 6,826 | $3.28M | 0.60% | −1,695−19.9% | Reduced |
| Segall Bryant & Hamill, LLC | 6,818 | $3.28M | 0.03% | −7−0.1% | Reduced |
| Summit Wealth Partners, LLC | 6,793 | $3.27M | 0.77% | +10.0% | Added |
| Glen Eagle Advisors, LLC | 6,784 | $3.26M | 0.94% | −46−0.7% | Reduced |