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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 1,278 | $635.0K | 0.04% | −1,034−44.7% | Reduced |
| BLB&B Advisors, LLC | 1,320 | $635.0K | 0.04% | −78−5.6% | Reduced |
| Advisors Capital Management, LLC | 1,309 | $629.0K | 0.02% | +1,309 | New |
| Peterson Wealth Management | 1,300 | $625.0K | 0.48% | +63+5.1% | Added |
| Group One Trading, L.P. | 1,270 | $611.0K | 0.01% | +1,270 | New |
| Wealth Advisors, Inc. | 1,249 | $607.0K | 0.24% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,262 | $607.0K | 0.07% | −14−1.1% | Reduced |
| Certified Advisory Corp | 1,260 | $606.0K | 0.15% | −73−5.5% | Reduced |
| Gamble Jones Investment Counsel | 1,254 | $603.0K | 0.04% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,253 | $602.0K | 0.25% | −469−27.2% | Reduced |
| M. Kraus & Co | 1,244 | $598.0K | 0.21% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,242 | $597.0K | 0.07% | +221+21.6% | Added |
| Appleton Partners Inc | 1,230 | $591.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,219 | $586.0K | 0.06% | −614−33.5% | Reduced |
| SevenBridge Financial Group, LLC | 1,217 | $585.0K | 0.20% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,196 | $575.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 1,194 | $574.0K | 0.07% | +223+23.0% | Added |
| Port Capital LLC | 1,184 | $569.0K | 0.03% | −4,320−78.5% | Reduced |
| Proequities, Inc. | 1,178 | $568.0K | 0.03% | +476+67.8% | Added |
| Golden State Wealth Management, LLC | 1,175 | $565.0K | 0.12% | −200−14.5% | Reduced |
| JNBA Financial Advisors | 1,175 | $565.0K | 0.08% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,167 | $561.0K | 1.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,167 | $561.0K | 0.08% | +1,137+3,790.0% | Added |
| Kanawha Capital Management LLC | 1,165 | $560.0K | 0.05% | −10−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,160 | $557.0K | 0.15% | −1,210−51.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,152 | $554.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,148 | $553.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,148 | $552.0K | 0.18% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,145 | $551.0K | 0.24% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,130 | $543.0K | 0.31% | +1,130 | New |
| O'Brien Greene & Co. Inc | 1,122 | $540.0K | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,116 | $536.0K | 0.12% | −14−1.2% | Reduced |
| Bickling Financial Services, Inc. | 1,111 | $534.0K | 0.27% | +1+0.1% | Added |
| Trillium Asset Management, LLC | 1,106 | $532.0K | 0.01% | −19−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,106 | $532.0K | 0.02% | +90+8.9% | Added |
| Jasper Ridge Partners, L.P. | 1,095 | $527.0K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 1,093 | $526.0K | 0.01% | −170−13.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,085 | $522.0K | 0.03% | −110−9.2% | Reduced |
| Progressive Investment Management Corp | 1,080 | $519.0K | 0.15% | +1,080 | New |
| Sageworth Trust Co | 1,073 | $516.0K | 0.04% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,050 | $506.9K | 0.21% | +92+9.6% | Added |
| ProVise Management Group, LLC | 1,052 | $506.0K | 0.05% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,053 | $506.0K | 0.04% | +1,053 | New |
| Cortland Associates Inc | 1,051 | $505.0K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,050 | $505.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,047 | $503.0K | 0.03% | +126+13.7% | Added |
| Financial Advisory Service, Inc. | 1,044 | $502.0K | 0.05% | −100−8.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,035 | $498.0K | 0.10% | −774−42.8% | Reduced |
| TD Private Client Wealth LLC | 1,019 | $490.0K | 0.02% | +477+88.0% | Added |
| Independent Financial Group, LLC | 1,015 | $487.9K | 0.05% | +78+8.3% | Added |
| Old Second National Bank of Aurora | 1,011 | $486.0K | 0.13% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,000 | $481.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,000 | $481.0K | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 999 | $480.0K | 0.02% | +405+68.2% | Added |
| Kestra Private Wealth Services, LLC | 993 | $478.0K | 0.03% | −88−8.1% | Reduced |
| Vishria Bird Financial Group, LLC | 993 | $478.0K | 0.25% | −3−0.3% | Reduced |
| Roble, Belko & Company, Inc | 994 | $478.0K | 0.10% | 00.0% | Unchanged |
| Premier Asset Management LLC | 985 | $474.0K | 0.07% | 00.0% | Unchanged |
| Financial Advisory Corp | 984 | $473.0K | 0.32% | +12+1.2% | Added |
| Rehmann Capital Advisory Group | 994 | $468.0K | 0.04% | −29−2.8% | Reduced |
| First Pacific Financial | 971 | $467.0K | 0.25% | −102−9.5% | Reduced |
| Capital Investment Advisors, LLC | 966 | $465.0K | 0.02% | +5+0.5% | Added |
| Quadrant Private Wealth Management, LLC | 968 | $465.0K | 0.19% | +11+1.1% | Added |
| New England Investment & Retirement Group, Inc. | 959 | $461.0K | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 957 | $460.0K | 0.21% | +9+0.9% | Added |
| Great Valley Advisor Group, Inc. | 957 | $460.0K | 0.03% | +296+44.8% | Added |
| Prime Capital Investment Advisors, LLC | 955 | $459.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 940 | $452.0K | 0.08% | −14−1.5% | Reduced |
| Fiera Capital Corp | 938 | $451.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 919 | $442.0K | 0.02% | −80−8.0% | Reduced |
| Connors Investor Services Inc | 915 | $440.0K | 0.05% | +285+45.2% | Added |
| Donaldson Capital Management, LLC | 909 | $437.0K | 0.02% | −35−3.7% | Reduced |
| Clarus Wealth Advisors | 895 | $435.0K | 0.27% | −17−1.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 901 | $434.0K | 0.05% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 901 | $433.0K | 0.22% | −1,113−55.3% | Reduced |
| Harborview Advisors, LLC | 900 | $433.0K | 0.24% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 892 | $430.0K | 0.00% | +218+32.3% | Added |
| Edgestream Partners, L.P. | 893 | $429.0K | 0.03% | −137−13.3% | Reduced |
| Brighton Jones LLC | 892 | $429.0K | 0.02% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,232 | $428.0K | 0.08% | +452+57.9% | Added |
| Lowe Brockenbrough & Co Inc | 882 | $425.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 875 | $420.0K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 873 | $420.0K | 0.13% | +2+0.2% | Added |
| Dohj, LLC | 822 | $419.0K | 0.20% | −759−48.0% | Reduced |
| Scotia Capital Inc. | 872 | $419.0K | 0.00% | +13+1.5% | Added |
| Keebeck Alpha, LP | 870 | $418.0K | 0.13% | −1,179−57.5% | Reduced |
| WealthPLAN Partners, LLC | 805 | $412.0K | 0.03% | +10+1.3% | Added |
| Zeke Capital Advisors, LLC | 855 | $411.0K | 0.02% | +855 | New |
| Investment Research & Advisory Group, Inc. | 847 | $410.0K | 0.27% | 00.0% | Unchanged |
| North Star Asset Management Inc | 850 | $409.0K | 0.02% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 846 | $407.0K | 0.23% | −25−2.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 846 | $407.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 844 | $406.0K | 0.03% | −50−5.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 843 | $405.0K | 0.16% | +843 | New |
| Berkeley, Inc | 831 | $399.6K | 0.29% | −45−5.1% | Reduced |
| Nicolet Bankshares Inc | 827 | $398.0K | 0.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 826 | $397.0K | 0.04% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 824 | $396.0K | 0.10% | +1+0.1% | Added |
| Signet Financial Management, LLC | 819 | $394.0K | 0.07% | −22−2.6% | Reduced |
| Seascape Capital Management | 818 | $393.0K | 0.20% | 00.0% | Unchanged |