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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 815 | $392.0K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 797 | $391.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 808 | $389.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 808 | $388.0K | 0.10% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 805 | $387.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 805 | $387.0K | 0.01% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 801 | $385.0K | 0.24% | −1−0.1% | Reduced |
| Price T Rowe Associates Inc | 800 | $385.0K | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $385.0K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 801 | $385.0K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 793 | $382.0K | 0.03% | −30−3.6% | Reduced |
| Bingham Osborn & Scarborough LLC | 794 | $382.0K | 0.03% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 791 | $380.0K | 0.30% | 00.0% | Unchanged |
| Hoese & Co LLP | 790 | $380.0K | 0.41% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 784 | $377.0K | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 785 | $377.0K | 0.06% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 783 | $376.0K | 0.21% | +1+0.1% | Added |
| Retirement Planning Group | 779 | $375.0K | 0.04% | −28−3.5% | Reduced |
| Paradigm Financial Partners, LLC | 760 | $375.0K | 0.09% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $375.0K | 0.27% | +255+48.6% | Added |
| V Wealth Advisors LLC | 774 | $372.0K | 0.06% | +111+16.7% | Added |
| Capital Investment Advisory Services, LLC | 768 | $369.0K | 0.05% | −52−6.3% | Reduced |
| Janney Capital Management LLC | 767 | $369.0K | 0.02% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 767 | $369.0K | 0.22% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 764 | $367.0K | 0.24% | +2+0.3% | Added |
| BerganKDV Wealth Management, LLC | 763 | $367.0K | 0.04% | +319+71.8% | Added |
| S.A. Mason LLC | 760 | $365.0K | 0.24% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 760 | $365.0K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 756 | $364.0K | 0.03% | −362−32.4% | Reduced |
| BSW Wealth Partners | 756 | $364.0K | 0.10% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 752 | $361.5K | 0.31% | +752 | New |
| Plotkin Financial Advisors, LLC | 750 | $360.7K | 0.21% | −122−14.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 748 | $360.0K | 0.00% | +406+118.7% | Added |
| Fulton Breakefield Broenniman LLC | 745 | $358.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 740 | $356.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 740 | $356.0K | 0.22% | 00.0% | Unchanged |
| Private Capital Management LLC | 736 | $354.0K | 0.14% | +1+0.1% | Added |
| Thrivent Financial for Lutherans | 733 | $353.0K | 0.00% | 00.0% | Unchanged |
| Cadinha & Co LLC | 733 | $352.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 731 | $352.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 730 | $352.0K | 0.08% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 727 | $350.0K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 728 | $350.0K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 728 | $350.0K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 728 | $350.0K | 0.07% | +34+4.9% | Added |
| Rodgers Brothers Inc. | 725 | $349.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 725 | $349.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 725 | $349.0K | 0.17% | 00.0% | Unchanged |
| Prudential Financial Inc | 705 | $343.0K | 0.00% | +705 | New |
| Flagship Private Wealth, LLC | 711 | $342.0K | 0.27% | 00.0% | Unchanged |
| Truvvo Partners LLC | 712 | $342.0K | 0.24% | +712 | New |
| Beach Investment Counsel Inc | 710 | $341.0K | 0.03% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 705 | $339.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 705 | $339.0K | 0.14% | +50+7.6% | Added |
| McIlrath & Eck, LLC | 702 | $338.0K | 0.10% | −46−6.1% | Reduced |
| Almanack Investment Partners, LLC. | 700 | $338.0K | 0.03% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 701 | $337.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 700 | $337.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 700 | $337.0K | 0.11% | 00.0% | Unchanged |
| Zacks Investment Management | 698 | $336.0K | 0.01% | +113+19.3% | Added |
| Carret Asset Management, LLC | 694 | $334.0K | 0.04% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 694 | $334.0K | 0.16% | +15+2.2% | Added |
| First Midwest Bank Trust Division | 693 | $333.0K | 0.05% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 691 | $332.0K | 0.04% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 689 | $331.0K | 0.11% | +689 | New |
| Crestwood Advisors Group LLC | 683 | $328.0K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 680 | $327.0K | 0.11% | +35+5.4% | Added |
| Laidlaw Wealth Management LLC | 681 | $327.0K | 0.08% | +153+29.0% | Added |
| Trust Co | 675 | $325.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 675 | $325.0K | 0.01% | +600+800.0% | Added |
| ACG Wealth | 674 | $324.0K | 0.04% | +1+0.1% | Added |
| Bassett Hargrove Investment Counsel, LLC | 660 | $324.0K | 0.48% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 672 | $323.0K | 0.04% | +672 | New |
| Paulson Wealth Management Inc. | 670 | $322.0K | 0.15% | −11−1.6% | Reduced |
| Wealth Alliance | 665 | $320.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 664 | $319.0K | 0.03% | −2,745−80.5% | Reduced |
| Hilltop Holdings Inc. | 664 | $319.0K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 664 | $319.0K | 0.15% | +2+0.3% | Added |
| Morris Retirement Advisors, LLC | 661 | $318.0K | 0.27% | −19−2.8% | Reduced |
| Nichols & Pratt Advisers LLP | 650 | $317.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 657 | $316.0K | 0.11% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 655 | $315.0K | 0.04% | −5−0.8% | Reduced |
| Northstar Asset Management Inc | 654 | $314.5K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 650 | $313.0K | 0.16% | 00.0% | Unchanged |
| Mendel Money Management | 650 | $313.0K | 0.20% | +7+1.1% | Added |
| Smithfield Trust Co | 650 | $312.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 648 | $312.0K | 0.07% | 00.0% | Unchanged |
| WP Advisors, LLC | 646 | $311.0K | 0.13% | +152+30.8% | Added |
| Hall Kathryn A. | 645 | $310.0K | 0.09% | −2,053−76.1% | Reduced |
| JFS Wealth Advisors, LLC | 644 | $310.0K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 644 | $310.0K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 639 | $307.0K | 0.12% | −1,151−64.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 639 | $307.0K | 0.06% | −32−4.8% | Reduced |
| WBH Advisory Inc | 633 | $304.0K | 0.04% | +1+0.2% | Added |
| First National Trust Co | 629 | $302.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 620 | $301.0K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 616 | $296.0K | 0.02% | −75−10.9% | Reduced |
| Ancora Advisors, LLC | 612 | $294.0K | 0.01% | −94−13.3% | Reduced |
| Keeler Thomas Management LLC | 610 | $293.0K | 0.14% | −1−0.2% | Reduced |
| Sanford Advisory Services, LLC | 607 | $292.0K | 0.07% | 00.0% | Unchanged |