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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 6,773 | $3.26M | 0.11% | −32−0.5% | Reduced |
| St. Johns Investment Management Company, LLC | 6,680 | $3.21M | 1.77% | −90−1.3% | Reduced |
| Meridian Wealth Management, LLC | 6,612 | $3.18M | 0.39% | −188−2.8% | Reduced |
| Disciplined Investments, LLC | 6,591 | $3.17M | 1.55% | +6+0.1% | Added |
| Bristlecone Advisors, LLC | 6,587 | $3.17M | 0.41% | −29−0.4% | Reduced |
| Personal Wealth Partners | 6,555 | $3.15M | 1.33% | 00.0% | Unchanged |
| Homrich & Berg | 6,499 | $3.13M | 0.07% | +392+6.4% | Added |
| Northstar Asset Management LLC | 6,445 | $3.10M | 0.81% | +90+1.4% | Added |
| Silvercrest Asset Management Group LLC | 6,438 | $3.10M | 0.02% | −1,395−17.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,429 | $3.09M | 1.47% | +131+2.1% | Added |
| Courier Capital LLC | 6,390 | $3.07M | 0.29% | −21−0.3% | Reduced |
| Naples Global Advisors, LLC | 6,352 | $3.06M | 0.40% | −100−1.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,341 | $3.05M | 0.71% | +130+2.1% | Added |
| Mercer Global Advisors Inc | 6,333 | $3.04M | 0.02% | +774+13.9% | Added |
| Keystone Financial Group | 6,309 | $3.03M | 0.55% | −4−0.1% | Reduced |
| Sepio Capital, LP | 6,300 | $3.03M | 0.25% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,287 | $3.02M | 1.06% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 6,210 | $2.99M | 1.37% | −25−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 6,068 | $2.92M | 2.42% | +7+0.1% | Added |
| Apollon Wealth Management, LLC | 5,961 | $2.87M | 0.39% | +2,759+86.2% | Added |
| JMG Financial Group, Ltd. | 5,937 | $2.85M | 0.16% | −44−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 5,880 | $2.83M | 0.22% | −190−3.1% | Reduced |
| Private Asset Management Inc | 5,836 | $2.81M | 0.38% | −35−0.6% | Reduced |
| Capital Group Private Client Services, Inc. | 5,826 | $2.80M | 0.03% | +5,826 | New |
| Avalon Investment & Advisory | 5,783 | $2.78M | 0.06% | +577+11.1% | Added |
| Baron Financial Group, LLC | 5,696 | $2.74M | 1.66% | −274−4.6% | Reduced |
| Element Wealth, LLC | 5,654 | $2.72M | 2.17% | +83+1.5% | Added |
| Whalerock Point Partners, LLC | 5,645 | $2.71M | 1.05% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 5,625 | $2.71M | 1.35% | 00.0% | Unchanged |
| Regents of the University of California | 5,600 | $2.69M | 0.32% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,572 | $2.68M | 0.39% | +5,572 | New |
| Cresset Asset Management, LLC | 5,556 | $2.68M | 0.04% | +867+18.5% | Added |
| Connecticut Wealth Management, LLC | 5,558 | $2.67M | 0.23% | −9−0.2% | Reduced |
| Deutsche Bank AG | 5,555 | $2.67M | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,495 | $2.64M | 0.17% | −465−7.8% | Reduced |
| Winthrop Advisory Group LLC | 5,454 | $2.63M | 0.59% | +55+1.0% | Added |
| Matrix Asset Advisors Inc | 5,448 | $2.62M | 0.37% | +159+3.0% | Added |
| Northwest Bancshares, Inc. | 5,413 | $2.60M | 0.59% | +97+1.8% | Added |
| Argent Trust Co | 5,341 | $2.57M | 0.17% | +422+8.6% | Added |
| Sage Financial Management Group, Inc. | 5,333 | $2.56M | 64.29% | −68−1.3% | Reduced |
| Spire Wealth Management | 5,284 | $2.54M | 0.07% | +450+9.3% | Added |
| Edmond de Rothschild Holding S.A. | 5,266 | $2.53M | 0.06% | +4,272+429.8% | Added |
| Asset Management Group, Inc. | 5,187 | $2.49M | 0.51% | −506−8.9% | Reduced |
| Cambridge Trust Co | 5,149 | $2.48M | 0.09% | −32−0.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,143 | $2.47M | 0.88% | −298−5.5% | Reduced |
| Hoylecohen, LLC | 5,124 | $2.46M | 0.23% | −18−0.4% | Reduced |
| Founders Financial Securities LLC | 5,078 | $2.44M | 0.49% | −503−9.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,073 | $2.44M | 0.62% | 00.0% | Unchanged |
| Spinnaker Trust | 5,047 | $2.43M | 0.17% | +14+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $2.42M | 0.63% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,000 | $2.40M | 0.18% | +5,000 | New |
| Resources Investment Advisors, LLC. | 4,958 | $2.38M | 0.09% | −15−0.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,949 | $2.38M | 1.69% | −282−5.4% | Reduced |
| Ieq Capital, LLC | 4,945 | $2.38M | 0.06% | +10.0% | Added |
| Triumph Capital Management | 4,926 | $2.38M | 1.11% | +328+7.1% | Added |
| AXA S.A. | 4,932 | $2.37M | 0.01% | +496+11.2% | Added |
| PFG Advisors | 4,869 | $2.34M | 0.27% | −11−0.2% | Reduced |
| Lido Advisors, LLC | 4,854 | $2.33M | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,828 | $2.32M | 0.11% | −67−1.4% | Reduced |
| Fiduciary Trust Co | 4,779 | $2.30M | 0.04% | −254−5.0% | Reduced |
| Financial Architects, Inc | 4,640 | $2.23M | 0.32% | −100−2.1% | Reduced |
| Osborne Partners Capital Management, LLC | 4,614 | $2.22M | 0.18% | +593+14.7% | Added |
| Cullen/Frost Bankers, Inc. | 4,600 | $2.21M | 0.04% | −184−3.8% | Reduced |
| Coastline Trust Co | 4,574 | $2.20M | 0.27% | +85+1.9% | Added |
| Davidson Trust Co | 4,538 | $2.18M | 1.67% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,507 | $2.17M | 0.32% | −375−7.7% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.16M | 0.73% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,478 | $2.15M | 0.21% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,434 | $2.13M | 0.37% | −168−3.7% | Reduced |
| New England Private Wealth Advisors LLC | 4,410 | $2.12M | 0.40% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 4,408 | $2.12M | 0.77% | +10.0% | Added |
| InTrack Investment Management Inc | 4,053 | $2.11M | 1.53% | +285+7.6% | Added |
| Spectrum Management Group, LLC | 4,343 | $2.09M | 0.33% | 00.0% | Unchanged |
| Cambridge Associates LLC | 4,339 | $2.09M | 0.18% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 4,329 | $2.08M | 0.17% | −22−0.5% | Reduced |
| Cambridge Advisors Inc. | 4,309 | $2.07M | 0.50% | 00.0% | Unchanged |
| Jennison Associates LLC | 4,300 | $2.07M | 0.00% | +4,300 | New |
| Keeley-Teton Advisors, LLC | 4,288 | $2.06M | 0.22% | +4,288 | New |
| Salem Investment Counselors Inc | 4,283 | $2.06M | 0.11% | +51+1.2% | Added |
| Harbor Advisory Corp | 4,277 | $2.06M | 0.89% | 00.0% | Unchanged |
| Putnam Investments LLC | 4,236 | $2.04M | 0.00% | −506−10.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,235 | $2.04M | 0.74% | +83+2.0% | Added |
| Braun Stacey Associates Inc | 4,229 | $2.03M | 0.08% | −145−3.3% | Reduced |
| Centaurus Financial, Inc. | 4,216 | $2.03M | 0.17% | −768−15.4% | Reduced |
| Northern Oak Wealth Management Inc | 4,170 | $2.00M | 0.24% | −5−0.1% | Reduced |
| Wade G W & Inc | 4,170 | $2.00M | 0.10% | −20.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,135 | $1.99M | 0.11% | −55−1.3% | Reduced |
| Kelman-Lazarov, Inc. | 4,133 | $1.99M | 0.70% | −68−1.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,127 | $1.98M | 0.45% | −50−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,841 | $1.95M | 0.03% | +3,841 | New |
| National Asset Management, Inc. | 4,035 | $1.95M | 0.06% | +111+2.8% | Added |
| StoneX Group Inc. | 4,024 | $1.94M | 0.28% | +122+3.1% | Added |
| Lowe Wealth Advisors, LLC | 4,029 | $1.94M | 0.92% | −155−3.7% | Reduced |
| BBVA USA | 4,024 | $1.94M | 0.11% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,982 | $1.92M | 0.09% | +13+0.3% | Added |
| Tiemann Investment Advisors, LLC | 3,969 | $1.91M | 0.91% | −473−10.6% | Reduced |
| RiverTree Advisors, LLC | 3,963 | $1.91M | 1.30% | −10,683−72.9% | Reduced |
| J.W. Cole Advisors, Inc. | 3,952 | $1.90M | 0.14% | −783−16.5% | Reduced |
| CAPROCK Group, Inc. | 3,930 | $1.90M | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 3,927 | $1.89M | 0.09% | +341+9.5% | Added |