Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2025. 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
1,361
−23 vs. Q4 2024
Shares held
25.2M
−1.22M (−4.6%) vs. Q4 2024
Total value
$13.4B
−$1.62B (−10.8%) vs. Q4 2024
New holders
77
370 more added
Sold out
100
489 more reduced

25 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 1,361 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ1 2025: $13.4B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$12.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2024.

Institutions holding MDY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cary Street Partner Investment Advisory LLC1$5330.00%+1New
Hemington Wealth Management2$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC4$2.13K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$3.75K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.28K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.33K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.33K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$6.40K0.00%00.0%Unchanged
Northwest Capital Management Inc13$6.93K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC13$6.94K0.00%00.0%Unchanged
Stephens Consulting, LLC13$6.94K0.00%00.0%Unchanged
Delta Asset Management LLC15$8.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC16$8.54K0.00%00.0%Unchanged
Kentucky Trust Co16$8.54K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.16$8.78K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)17$9.07K0.00%−9,505−99.8%Reduced
Murphy & Mullick Capital Management Corp18$9.60K0.01%00.0%Unchanged
Capital A Wealth Management, LLC18$9.60K0.01%+1+5.9%Added
Roble, Belko & Company, Inc19$10.0K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC20$10.7K0.00%00.0%Unchanged
CKW Financial Group20$11.0K0.00%00.0%Unchanged
Sofos Investments, Inc.180$11.1K0.00%+180New
Ridgewood Investments LLC22$11.7K0.01%00.0%Unchanged
Arlington Trust Co LLC22$11.7K0.00%00.0%Unchanged
Chilton Capital Management LLC25$13.3K0.00%−36−59.0%Reduced
Olistico Wealth, LLC25$13.3K0.01%−10−28.6%Reduced
Painted Porch Advisors LLC25$13.3K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.25$13.3K0.01%+25New
Burkett Financial Services, LLC25$13.5K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC27$14.2K0.00%+27New
Gables Capital Management Inc.27$14.4K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.28$14.9K0.05%+28New
Financial Connections Group, Inc.31$16.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$16.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC33$16.8K0.00%+33New
Atlantic Trust, LLC32$17.1K0.00%00.0%Unchanged
Amundi35$17.8K0.00%00.0%Unchanged
Webster Bank, N. A.35$18.7K0.00%00.0%Unchanged
Bellwether Advisors, LLC41$21.9K0.00%00.0%Unchanged
ORG Partners LLC43$23.1K0.01%−86−66.7%Reduced
Curio Wealth, LLC2$23.4K0.01%−39−95.1%Reduced
Cherry Tree Wealth Management, LLC44$23.5K0.01%00.0%Unchanged
Capital Analysts, LLC45$24.0K0.00%+6+15.4%Added
Ruedi Wealth Management, Inc.46$24.5K0.01%00.0%Unchanged
Concord Wealth Partners47$25.0K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$26.4K0.00%00.0%Unchanged
Hollencrest Capital Management50$26.5K0.00%−149−74.9%Reduced
Aviso Financial Inc.50$26.7K0.00%+50New
Colonial Trust Advisors50$26.7K0.00%00.0%Unchanged
West Branch Capital LLC50$26.7K0.01%00.0%Unchanged
UMA Financial Services, Inc.50$26.7K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC50$26.7K0.00%00.0%Unchanged
Activest Wealth Management51$27.2K0.01%−125−71.0%Reduced
Barnes Dennig Private Wealth Management LLC51$27.2K0.04%+51New
Evolution Advisers, Inc.54$28.0K0.01%00.0%Unchanged
Piscataqua Savings Bank56$29.9K0.03%00.0%Unchanged
Skopos Labs, Inc.56$29.9K0.01%−8−12.5%Reduced
Alpine Bank Wealth Management60$32.0K0.01%+60New
Marshall Investment Management, LLC61$32.5K0.02%+61New
Caldwell Sutter Capital, Inc.72$38.4K0.02%+65+928.6%Added
Synergy Investment Management, LLC77$41.1K0.02%00.0%Unchanged
Winch Advisory Services, LLC79$42.1K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC80$42.7K0.03%00.0%Unchanged
Bollard Group LLC80$43.0K0.00%00.0%Unchanged
Perkins Coie Trust Co85$45.3K0.01%00.0%Unchanged
Smartleaf Asset Management LLC88$46.8K0.00%00.0%Unchanged
Cloud Capital Management, LLC91$48.0K0.03%+91New
City Holding Co90$48.0K0.01%+40+80.0%Added
First Community Trust NA90$48.0K0.04%00.0%Unchanged
Smallwood Wealth Investment Management, LLC90$48.0K0.03%+90New
Main Street Group, LTD90$48.0K0.02%00.0%Unchanged
Ameriflex Group, Inc.92$49.2K0.02%+9+10.8%Added
Greenline Partners, LLC94$50.3K0.01%00.0%Unchanged
Banque Cantonale Vaudoise95$51.0K0.00%+95New
Islay Capital Management, LLC98$52.3K0.04%00.0%Unchanged
1 North Wealth Services LLC98$52.3K0.02%+98New
Toronto Dominion Bank100$53.0K0.00%00.0%Unchanged
Clean Yield Group100$53.3K0.02%00.0%Unchanged
Anchor Investment Management, LLC100$53.3K0.00%00.0%Unchanged
Man Group plc100$53.3K0.00%00.0%Unchanged
Security National Bank100$53.3K0.01%00.0%Unchanged
Parvin Asset Management, LLC100$53.3K0.06%00.0%Unchanged
Newton One Investments LLC102$54.6K0.02%−19−15.7%Reduced
AdvisorNet Financial, Inc105$56.0K0.00%00.0%Unchanged
Continuum Advisory, LLC107$57.1K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.109$58.1K0.06%−20−15.5%Reduced
Innovative Advisory Group, LLC110$58.7K0.06%00.0%Unchanged
Canton Hathaway, LLC115$61.0K0.01%00.0%Unchanged
Rothschild Investment LLC120$64.3K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.125$66.7K0.01%00.0%Unchanged
Rogco, LP130$69.4K0.03%00.0%Unchanged
ORG Wealth Partners, LLC129$69.7K0.02%+86+200.0%Added
SJS Investment Consulting Inc.131$69.9K0.01%−31−19.1%Reduced
McCarthy Grittinger Financial Group, LLC131$70.0K0.02%00.0%Unchanged
Pinney & Scofield, Inc.134$71.5K0.05%00.0%Unchanged
Semmax Financial Advisors Inc.133$71.6K0.02%00.0%Unchanged
PrairieView Partners, LLC135$72.0K0.01%−90−40.0%Reduced
Richardson Capital Management LLC142$75.8K0.05%+90+173.1%Added
AllSquare Wealth Management LLC143$76.3K0.05%+44+44.4%Added