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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 2,106 | $1.01M | 0.23% | +2,106 | New |
| Cozad Asset Management Inc | 2,098 | $1.01M | 0.16% | −14−0.7% | Reduced |
| Montecito Bank & Trust | 2,083 | $1.00M | 0.19% | −800−27.7% | Reduced |
| Summit Trail Advisors, LLC | 2,073 | $1.00M | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,077 | $999.0K | 0.03% | −9,006−81.3% | Reduced |
| Manchester Capital Management LLC | 2,078 | $999.0K | 0.14% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,063 | $992.0K | 0.04% | 00.0% | Unchanged |
| CPWM, LLC | 2,056 | $988.0K | 0.09% | −10−0.5% | Reduced |
| White Pine Capital LLC | 2,043 | $982.0K | 0.30% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,038 | $980.0K | 0.05% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,992 | $958.0K | 0.08% | +1,992 | New |
| Kingsview Wealth Management, LLC | 1,977 | $951.0K | 0.05% | 00.0% | Unchanged |
| LCNB Corp | 1,965 | $945.0K | 0.48% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,952 | $939.0K | 0.51% | −19−1.0% | Reduced |
| Wealthsource Partners, LLC | 1,913 | $920.0K | 0.08% | +1,913 | New |
| D.A. Davidson & Co. | 1,911 | $919.0K | 0.01% | −336−15.0% | Reduced |
| Pacific Financial Group Inc | 1,910 | $918.0K | 0.66% | −135−6.6% | Reduced |
| First Business Financial Services, Inc. | 1,888 | $908.0K | 0.10% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $907.0K | 0.60% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,885 | $907.0K | 0.56% | +4+0.2% | Added |
| Joel Isaacson & Co., LLC | 1,855 | $892.0K | 0.07% | −98−5.0% | Reduced |
| Frisch Financial Group, Inc. | 1,849 | $889.0K | 0.30% | −49−2.6% | Reduced |
| Petix & Botte Co | 1,836 | $882.0K | 0.30% | +918+100.0% | Added |
| Zions Bancorporation, N.A. | 1,798 | $865.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,796 | $864.0K | 0.09% | +7+0.4% | Added |
| HM Payson & Co | 1,792 | $862.0K | 0.02% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,793 | $862.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,793 | $862.0K | 0.48% | +1,459+436.8% | Added |
| Evanson Asset Management, LLC | 1,741 | $855.0K | 0.09% | −26−1.5% | Reduced |
| Quest Capital Management Inc | 1,776 | $854.0K | 0.17% | −1,294−42.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,765 | $851.0K | 0.20% | −18−1.0% | Reduced |
| Mid Atlantic Financial Management Inc | 1,767 | $850.0K | 0.06% | +40+2.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,763 | $848.0K | 0.33% | −1,959−52.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,758 | $845.0K | 0.04% | +1+0.1% | Added |
| Neumann Capital Management, LLC | 1,750 | $842.0K | 0.38% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,747 | $840.0K | 0.02% | −5−0.3% | Reduced |
| Sawgrass Asset Management LLC | 1,742 | $838.0K | 0.08% | −1,545−47.0% | Reduced |
| Duncker Streett & Co Inc | 1,742 | $838.0K | 0.16% | −39−2.2% | Reduced |
| Tennessee Valley Asset Management Partners | 1,729 | $832.0K | 0.32% | +1,729 | New |
| Cadence Bank NA | 1,718 | $826.0K | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,718 | $826.0K | 0.15% | +500+41.1% | Added |
| Rhumbline Advisers | 1,714 | $824.0K | 0.00% | +1,714 | New |
| Legacy Private Trust Co. | 1,696 | $816.0K | 0.07% | +65+4.0% | Added |
| Lynch & Associates | 1,690 | $813.0K | 0.21% | 00.0% | Unchanged |
| Eastern Bank | 1,690 | $812.0K | 0.04% | −191−10.2% | Reduced |
| Holistic Financial Partners | 1,669 | $803.0K | 0.50% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,634 | $786.0K | 0.14% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,632 | $785.0K | 0.09% | +1,632 | New |
| Strategic Wealth Partners, Ltd. | 1,629 | $783.0K | 0.23% | +76+4.9% | Added |
| Wedbush Securities Inc | 1,625 | $782.0K | 0.04% | −19−1.2% | Reduced |
| Baldwin Brothers Inc | 1,624 | $781.0K | 0.09% | +19+1.2% | Added |
| Orgel Wealth Management, LLC | 1,623 | $780.0K | 0.09% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,617 | $778.0K | 0.16% | +6+0.4% | Added |
| Hamilton Capital, LLC | 1,617 | $778.0K | 0.07% | +204+14.4% | Added |
| Truepoint, Inc. | 1,615 | $777.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,603 | $771.0K | 0.01% | −41−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,579 | $771.0K | 0.03% | +443+39.0% | Added |
| Berger Financial Group, Inc | 1,601 | $770.0K | 0.14% | −10−0.6% | Reduced |
| American Money Management, LLC | 1,590 | $765.0K | 0.22% | +1,590 | New |
| Summit Financial, LLC | 1,579 | $761.4K | 0.07% | +782+98.1% | Added |
| Ziegler Capital Management, LLC | 1,568 | $754.0K | 0.03% | 00.0% | Unchanged |
| Vista Investment Management | 1,553 | $747.0K | 0.44% | −1−0.1% | Reduced |
| Security National Trust Co | 1,520 | $746.0K | 0.17% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,533 | $737.0K | 0.52% | −20−1.3% | Reduced |
| Swaine & Leidel Wealth Services, LLC | 1,534 | $737.0K | 0.65% | +1,534 | New |
| Greenleaf Trust | 1,529 | $735.0K | 0.01% | −115−7.0% | Reduced |
| Arkadios Wealth Advisors | 1,528 | $734.0K | 0.11% | −189−11.0% | Reduced |
| Samalin Investment Counsel, LLC | 1,527 | $734.0K | 0.48% | +1+0.1% | Added |
| Bank of Hawaii | 1,510 | $726.0K | 0.04% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,508 | $725.0K | 0.28% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,507 | $724.0K | 0.16% | −3,332−68.9% | Reduced |
| CCG Wealth Management, LLC | 1,505 | $724.0K | 0.42% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,499 | $721.0K | 0.42% | −33−2.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,477 | $713.0K | 0.16% | +387+35.5% | Added |
| Means Investment Co., Inc. | 1,479 | $711.0K | 0.14% | +229+18.3% | Added |
| Moors & Cabot, Inc. | 1,476 | $710.0K | 0.04% | +222+17.7% | Added |
| Fortress Wealth Group, LLC | 1,461 | $703.0K | 0.61% | +2+0.1% | Added |
| McGuire Investment Group, LLC | 1,453 | $699.0K | 0.13% | −7−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,449 | $697.0K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,445 | $695.0K | 1.17% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,434 | $690.0K | 0.03% | −30−2.0% | Reduced |
| Park National Corp | 1,434 | $690.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 1,430 | $688.0K | 0.31% | +401+39.0% | Added |
| L & S Advisors Inc | 1,420 | $683.0K | 0.07% | +452+46.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,418 | $682.0K | 0.22% | −2−0.1% | Reduced |
| Financial Advocates Investment Management | 1,405 | $675.0K | 0.05% | +1,405 | New |
| Breiter Capital Management Inc | 1,400 | $673.0K | 0.38% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,397 | $672.0K | 0.12% | +468+50.4% | Added |
| HYA Advisors, Inc | 1,374 | $669.0K | 0.27% | 00.0% | Unchanged |
| Leisure Capital Management | 1,390 | $668.0K | 0.36% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $664.0K | 0.20% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,373 | $660.0K | 0.13% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,368 | $658.0K | 0.17% | +20+1.5% | Added |
| Neuberger Berman Group LLC | 1,360 | $654.0K | 0.00% | −226−14.2% | Reduced |
| SJA Financial Advisory, LLC | 1,360 | $654.0K | 0.51% | +3+0.2% | Added |
| Round Rock Advisors, LLC | 1,354 | $651.0K | 0.48% | −23−1.7% | Reduced |
| GYL Financial Synergies, LLC | 1,352 | $650.0K | 0.33% | +1+0.1% | Added |
| Meeder Asset Management Inc | 1,335 | $642.0K | 0.03% | +151+12.8% | Added |
| Roof Eidam & Maycock | 1,333 | $641.0K | 0.24% | +1,333 | New |
| Arjuna Capital | 1,333 | $641.0K | 0.26% | +1,333 | New |