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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 605 | $291.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 595 | $291.0K | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 600 | $289.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $289.0K | 0.12% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $289.0K | 0.16% | 00.0% | Unchanged |
| Security National Bank | 599 | $288.0K | 0.07% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 597 | $287.0K | 0.05% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 593 | $285.0K | 0.13% | −10−1.7% | Reduced |
| Shaker Investments LLC | 593 | $285.0K | 0.13% | +2+0.3% | Added |
| Kovack Advisors, Inc. | 591 | $284.0K | 0.03% | +73+14.1% | Added |
| Platte River Wealth Advisors, LLC | 585 | $281.0K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 582 | $280.0K | 0.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 578 | $278.0K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 579 | $278.0K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 576 | $277.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 575 | $277.0K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 570 | $274.0K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 567 | $273.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 566 | $272.0K | 0.08% | −1−0.2% | Reduced |
| Isthmus Partners, LLC | 565 | $272.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 561 | $270.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 561 | $270.0K | 0.05% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 552 | $270.0K | 0.32% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 559 | $269.0K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 560 | $269.0K | 0.02% | +10+1.8% | Added |
| Southland Equity Partners LLC | 558 | $268.3K | 0.12% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 558 | $268.0K | 0.01% | −40−6.7% | Reduced |
| Abbrea Capital, LLC | 555 | $268.0K | 0.04% | +45+8.8% | Added |
| Soundmark Wealth Management, LLC | 555 | $267.0K | 0.10% | +2+0.4% | Added |
| Personal Capital Advisors Corp | 556 | $267.0K | 0.00% | +119+27.2% | Added |
| Federation des caisses Desjardins du Quebec | 554 | $266.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 553 | $266.0K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 552 | $266.0K | 0.03% | +552 | New |
| Octavia Wealth Advisors, LLC | 551 | $265.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $264.0K | 0.04% | +1+0.2% | Added |
| Resources Management Corp | 546 | $263.0K | 0.04% | −40−6.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 547 | $263.0K | 0.02% | 00.0% | Unchanged |
| Pachira Investments Inc. | 547 | $263.0K | 0.19% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 539 | $259.0K | 0.03% | −50−8.5% | Reduced |
| Tarbox Family Office, Inc. | 537 | $258.0K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 533 | $256.0K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 520 | $256.0K | 0.03% | 00.0% | Unchanged |
| PFS Investments Inc. | 483 | $256.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 532 | $256.0K | 0.01% | +532 | New |
| Birch Hill Investment Advisors LLC | 531 | $255.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 528 | $253.0K | 0.06% | +1+0.2% | Added |
| Rodgers & Associates, LTD | 527 | $253.0K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 526 | $253.0K | 0.08% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 525 | $252.0K | 0.09% | −785−59.9% | Reduced |
| Coldstream Capital Management Inc | 744 | $252.0K | 0.01% | +130+21.2% | Added |
| Burt Wealth Advisors | 525 | $252.0K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 520 | $250.0K | 0.01% | −58−10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 520 | $250.0K | 0.08% | 00.0% | Unchanged |
| Congress Asset Management Co | 514 | $247.0K | 0.00% | +11+2.2% | Added |
| Investment Advisory Services Inc | 510 | $245.0K | 0.15% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $244.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 480 | $244.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 505 | $243.0K | 0.07% | 00.0% | Unchanged |
| Capital One Financial Corp | 503 | $242.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 501 | $241.1K | 0.01% | −49−8.9% | Reduced |
| Carlson Capital Management | 500 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 500 | $240.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $240.0K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 496 | $239.0K | 0.03% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 494 | $238.0K | 0.05% | −200−28.8% | Reduced |
| Concentric Wealth Management, LLC | 494 | $238.0K | 0.07% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 493 | $237.0K | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 492 | $237.0K | 0.03% | +53+12.1% | Added |
| Hedeker Wealth, LLC | 487 | $234.0K | 0.07% | +29+6.3% | Added |
| Thomas Story & Son LLC | 485 | $233.0K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 485 | $233.0K | 0.01% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 482 | $232.0K | 0.05% | −81−14.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 483 | $232.0K | 0.11% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 479 | $230.0K | 0.01% | +479 | New |
| Kovitz Investment Group Partners, LLC | 476 | $229.0K | 0.00% | −14−2.9% | Reduced |
| Capital Asset Advisory Services LLC | 470 | $227.0K | 0.03% | +21+4.7% | Added |
| Buffington Mohr McNeal | 471 | $226.0K | 0.04% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $226.0K | 0.24% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 462 | $226.0K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 467 | $225.0K | 0.11% | +20+4.5% | Added |
| Orrstown Financial Services Inc | 466 | $224.0K | 0.35% | 00.0% | Unchanged |
| Emery Howard Portfolio Management, Inc. | 466 | $224.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 466 | $224.0K | 0.05% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 464 | $223.0K | 0.01% | −62−11.8% | Reduced |
| Pioneer Trust Bank N A | 459 | $221.0K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 459 | $221.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 457 | $220.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 449 | $220.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 452 | $217.0K | 0.04% | +452 | New |
| Exeter Financial, LLC | 450 | $216.0K | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 449 | $216.0K | 0.05% | +1+0.2% | Added |
| Allegheny Financial Group LTD | 448 | $215.0K | 0.10% | −13−2.8% | Reduced |
| Noesis Capital Mangement Corp | 448 | $215.0K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 445 | $214.6K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $213.0K | 0.31% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 440 | $212.0K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 422 | $211.0K | 0.04% | −32−7.0% | Reduced |
| Pictet & Cie (Europe) SA | 439 | $211.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 436 | $210.0K | 0.01% | 00.0% | Unchanged |