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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 3,916 | $1.88M | 0.05% | +177+4.7% | Added |
| Leavell Investment Management, Inc. | 3,901 | $1.88M | 0.14% | +20+0.5% | Added |
| Wunderlich Capital Managemnt | 3,876 | $1.86M | 0.90% | −122−3.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,875 | $1.86M | 0.02% | −25−0.6% | Reduced |
| Signature Securities Group Corporation | 3,860 | $1.86M | 0.62% | +3,860 | New |
| Nwam LLC | 3,839 | $1.85M | 0.17% | −438−10.2% | Reduced |
| Select Equity Group, L.P. | 3,835 | $1.84M | 0.01% | +2,795+268.8% | Added |
| Kings Point Capital Management | 3,832 | $1.84M | 0.16% | +3+0.1% | Added |
| Haverford Trust Co | 3,822 | $1.84M | 0.02% | +50+1.3% | Added |
| Maryland Capital Management | 3,815 | $1.83M | 0.11% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,802 | $1.83M | 0.50% | −1,828−32.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,760 | $1.81M | 0.14% | +125+3.4% | Added |
| Horizon Investments, LLC | 3,742 | $1.80M | 0.06% | −3,742−50.0% | Reduced |
| TSFG, LLC | 3,734 | $1.80M | 0.70% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 3,719 | $1.79M | 1.05% | −37−1.0% | Reduced |
| XML Financial, LLC | 3,658 | $1.76M | 0.23% | +10+0.3% | Added |
| Woodstock Corp | 3,648 | $1.75M | 0.20% | +151+4.3% | Added |
| Colony Group LLC | 3,640 | $1.75M | 0.03% | +130+3.7% | Added |
| SOA Wealth Advisors, LLC. | 3,602 | $1.73M | 0.44% | −66−1.8% | Reduced |
| Paragon Capital Management Ltd | 3,534 | $1.70M | 0.29% | +1,697+92.4% | Added |
| Meridian Investment Counsel Inc. | 3,523 | $1.69M | 0.61% | +303+9.4% | Added |
| Oxford Financial Group Ltd | 3,473 | $1.67M | 0.21% | −134−3.7% | Reduced |
| WealthBridge Capital Management, LLC | 3,464 | $1.67M | 0.62% | +50+1.5% | Added |
| Aldebaran Financial Inc. | 3,455 | $1.66M | 1.43% | +267+8.4% | Added |
| Wealth Advisory Solutions, LLC | 3,420 | $1.65M | 0.37% | −25−0.7% | Reduced |
| Proficio Capital Partners LLC | 3,415 | $1.64M | 0.22% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,409 | $1.64M | 0.01% | −139−3.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,393 | $1.63M | 0.13% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 3,376 | $1.62M | 1.53% | +62+1.9% | Added |
| Capital Planning Advisors, LLC | 3,375 | $1.62M | 0.34% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,314 | $1.59M | 0.13% | +10.0% | Added |
| Merit Financial Group, LLC | 3,312 | $1.59M | 0.17% | −400−10.8% | Reduced |
| Bremer Bank National Association | 3,302 | $1.59M | 0.31% | −44−1.3% | Reduced |
| Advisory Services Network, LLC | 3,262 | $1.57M | 0.05% | −514−13.6% | Reduced |
| Rinet Co LLC | 3,225 | $1.55M | 0.29% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,221 | $1.55M | 0.04% | +127+4.1% | Added |
| Howland Capital Management LLC | 3,218 | $1.55M | 0.08% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,150 | $1.51M | 0.56% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,098 | $1.49M | 0.60% | −2,389−43.5% | Reduced |
| United Bank | 3,095 | $1.49M | 0.20% | −94−2.9% | Reduced |
| Middleton & Co Inc | 3,091 | $1.49M | 0.16% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,081 | $1.48M | 0.35% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,066 | $1.47M | 0.15% | −162−5.0% | Reduced |
| Fieldpoint Private Securities, LLC | 3,063 | $1.47M | 0.33% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,033 | $1.46M | 0.12% | −105−3.3% | Reduced |
| Aspiriant, LLC | 3,012 | $1.45M | 0.09% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,762 | $1.43M | 0.79% | +2,762 | New |
| Choate Investment Advisors | 2,973 | $1.43M | 0.09% | −165−5.3% | Reduced |
| Johnson Financial Group, Inc. | 2,957 | $1.42M | 0.10% | −23−0.8% | Reduced |
| Stephens Inc | 2,955 | $1.42M | 0.02% | −129−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 2,949 | $1.42M | 0.07% | −269−8.4% | Reduced |
| Pinnacle Family Advisors, LLC | 2,931 | $1.41M | 0.63% | −1,182−28.7% | Reduced |
| Change Path, LLC | 2,887 | $1.39M | 0.08% | −680−19.1% | Reduced |
| Wesbanco Bank Inc | 2,877 | $1.38M | 0.05% | +355+14.1% | Added |
| Perigon Wealth Management, LLC | 2,857 | $1.37M | 0.12% | −98−3.3% | Reduced |
| SOL Capital Management CO | 2,855 | $1.37M | 0.27% | −3−0.1% | Reduced |
| Regions Financial Corp | 2,844 | $1.37M | 0.01% | −521−15.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,800 | $1.35M | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,794 | $1.34M | 0.36% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.33M | 0.24% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,714 | $1.30M | 0.07% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,705 | $1.30M | 0.16% | −6−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $1.29M | 0.13% | −631−19.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,668 | $1.28M | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,643 | $1.27M | 0.07% | −39−1.5% | Reduced |
| Pallas Capital Advisors LLC | 2,410 | $1.27M | 0.14% | +2,410 | New |
| 55I, LLC | 2,629 | $1.26M | 0.04% | +1,547+143.0% | Added |
| Beaumont Financial Partners, LLC | 2,571 | $1.24M | 0.10% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,548 | $1.23M | 0.14% | −29−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,529 | $1.22M | 0.07% | −50−1.9% | Reduced |
| Lenox Wealth Advisors, LLC | 2,526 | $1.22M | 0.16% | −55−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 2,505 | $1.21M | 0.02% | +2,505 | New |
| Roberts Glore & Co Inc | 2,504 | $1.20M | 0.37% | +1,288+105.9% | Added |
| Bank of Nova Scotia | 2,500 | $1.20M | 0.00% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,499 | $1.20M | 0.64% | +20+0.8% | Added |
| Rockland Trust Co | 2,498 | $1.20M | 0.08% | −680−21.4% | Reduced |
| Sigma Investment Counselors Inc | 2,452 | $1.18M | 0.09% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,446 | $1.18M | 0.12% | +10.0% | Added |
| Tiedemann Advisors, LLC | 2,431 | $1.17M | 0.06% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,241 | $1.17M | 0.04% | +150+7.2% | Added |
| Brookstone Capital Management | 2,367 | $1.16M | 0.02% | −53,419−95.8% | Reduced |
| Blue Barn Wealth, LLC | 2,354 | $1.13M | 0.99% | −20−0.8% | Reduced |
| First Heartland Consultants, Inc. | 2,325 | $1.12M | 0.17% | −5,869−71.6% | Reduced |
| Parsons Capital Management Inc | 2,320 | $1.12M | 0.09% | +3+0.1% | Added |
| Howe & Rusling Inc | 2,319 | $1.11M | 0.14% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,287 | $1.10M | 0.07% | +975+74.3% | Added |
| Connolly Sarah T. | 2,265 | $1.09M | 0.90% | −20−0.9% | Reduced |
| QCM Cayman, Ltd. | 2,265 | $1.09M | 2.98% | +2,265 | New |
| Glassman Wealth Services | 2,256 | $1.08M | 0.23% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,250 | $1.08M | 0.58% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,248 | $1.08M | 0.11% | +68+3.1% | Added |
| GFS Advisors, LLC | 2,243 | $1.08M | 0.23% | −55−2.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,227 | $1.07M | 0.35% | −76−3.3% | Reduced |
| Providence First Trust Co | 2,207 | $1.06M | 0.50% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,163 | $1.04M | 0.19% | −137−6.0% | Reduced |
| Two Sigma Securities, LLC | 2,148 | $1.03M | 0.21% | +2,148 | New |
| Beacon Financial Advisory LLC | 2,142 | $1.03M | 0.54% | +265+14.1% | Added |
| Shufro Rose & Co LLC | 2,139 | $1.03M | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,114 | $1.02M | 0.39% | −50−2.3% | Reduced |
| Minot Wealth Management LLC | 2,113 | $1.02M | 0.22% | +59+2.9% | Added |