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, Q2 2025
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,351
- +17 vs. Q1 2025
- Shares held
- 25.1M
- +113.9K (+0.5%) vs. Q1 2025
- Total value
- $14.2B
- +$895.4M (+6.7%) vs. Q1 2025
- New holders
- 85
- 330 more added
- Sold out
- 68
- 518 more reduced
27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,237,977 | $1.27B | 0.10% | −15,716−0.7% | Reduced |
| Morgan Stanley | 1,322,032 | $748.9M | 0.05% | +270,488+25.7% | Added |
| Wells Fargo & Company | 1,261,666 | $714.7M | 0.16% | −26,357−2.0% | Reduced |
| Northern Trust Corp | 1,100,679 | $623.5M | 0.09% | −15,488−1.4% | Reduced |
| US Bancorp | 1,015,783 | $575.4M | 0.72% | −19,868−1.9% | Reduced |
| Pathstone Holdings, LLC | 897,244 | $507.3M | 2.01% | −6,503−0.7% | Reduced |
| Goldman Sachs Group Inc | 867,700 | $491.5M | 0.08% | +236,056+37.4% | Added |
| The PNC Financial Services Group, Inc. | 723,545 | $409.9M | 0.26% | −21,151−2.8% | Reduced |
| Moore Capital Management, LP | 633,725 | $359.0M | 7.16% | +267,800+73.2% | Added |
| Northwestern Mutual Wealth Management Co | 613,019 | $347.3M | 0.25% | +36,384+6.3% | Added |
| UBS Group AG | 610,592 | $345.9M | 0.07% | −61,199−9.1% | Reduced |
| Raymond James Financial Inc | 526,538 | $298.3M | 0.10% | −27,400−4.9% | Reduced |
| Bank of Montreal | 500,851 | $283.7M | 0.14% | +1,910+0.4% | Added |
| Royal Bank of Canada | 437,496 | $247.8M | 0.05% | +73,138+20.1% | Added |
| JPMorgan Chase & Co | 415,574 | $235.4M | 0.02% | −13,791−3.2% | Reduced |
| Alliancebernstein L.P. | 264,972 | $150.1M | 0.05% | +10,801+4.2% | Added |
| Creative Planning | 263,805 | $149.4M | 0.13% | −59,832−18.5% | Reduced |
| MAI Capital Management | 249,015 | $141.1M | 0.98% | +4,630+1.9% | Added |
| CI Private Wealth, LLC | 239,454 | $135.6M | 0.20% | −5,024−2.1% | Reduced |
| Arvest Bank Trust Division | 231,924 | $131.4M | 7.66% | +772+0.3% | Added |
| HighTower Advisors, LLC | 224,683 | $127.3M | 0.16% | +7,316+3.4% | Added |
| Conservest Capital Advisors, Inc. | 218,195 | $123.6M | 12.21% | −4,715−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 203,192 | $115.1M | 0.09% | −55,645−21.5% | Reduced |
| LPL Financial LLC | 172,211 | $97.6M | 0.03% | +14,175+9.0% | Added |
| Bank of New York Mellon Corp | 172,008 | $97.4M | 0.02% | +2,531+1.5% | Added |
| Welch & Forbes LLC | 169,447 | $96.0M | 1.20% | −437−0.3% | Reduced |
| Waddell & Associates, LLC | 143,568 | $81.3M | 8.68% | +1,980+1.4% | Added |
| Susquehanna International Group, LLP | 139,508 | $79.0M | 0.12% | +88,317+172.5% | Added |
| Whittier Trust Co | 132,647 | $75.1M | 0.91% | −2,955−2.2% | Reduced |
| Cerity Partners LLC | 128,923 | $73.0M | 0.13% | −3,164−2.4% | Reduced |
| Truist Financial Corp | 122,839 | $69.6M | 0.10% | +5,455+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 122,461 | $69.4M | 0.17% | −95,523−43.8% | Reduced |
| FineMark National Bank & Trust | 122,014 | $69.1M | 2.35% | −2,036−1.6% | Reduced |
| Hills Bank & Trust Co | 119,169 | $67.5M | 4.25% | −1,187−1.0% | Reduced |
| Brown Advisory Inc | 118,721 | $67.3M | 0.09% | +543+0.5% | Added |
| HRT Financial LP | 108,920 | $61.7M | 0.27% | +105,961+3,581.0% | Added |
| Stifel Financial Corp | 106,069 | $60.1M | 0.06% | −6,081−5.4% | Reduced |
| Montag A & Associates Inc | 105,494 | $60.0M | 2.92% | −1,949−1.8% | Reduced |
| Mariner, LLC | 105,365 | $59.7M | 0.09% | +3,821+3.8% | Added |
| SG Americas Securities, LLC | 104,840 | $59.4M | 0.26% | −103,005−49.6% | Reduced |
| Commonwealth Equity Services, LLC | 101,557 | $57.5M | 0.08% | −5,276−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 90,942 | $51.5M | 1.18% | +90,942 | New |
| Washington Trust Co | 88,255 | $50.0M | 1.77% | −53−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 80,953 | $47.1M | 0.08% | −677−0.8% | Reduced |
| Squarepoint Ops LLC | 82,480 | $46.7M | 0.10% | +48,145+140.2% | Added |
| Colony Group, LLC | 80,814 | $45.8M | 0.10% | −2,344−2.8% | Reduced |
| Blair William & Co | 78,366 | $44.4M | 0.12% | +2,685+3.5% | Added |
| Ameriprise Financial Inc | 77,255 | $43.7M | 0.01% | +8,051+11.6% | Added |
| Envestnet Asset Management Inc | 77,053 | $43.6M | 0.01% | +641+0.8% | Added |
| Henshaw Capital LLC | 75,050 | $42.5M | 1.69% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 73,872 | $41.9M | 0.07% | +300+0.4% | Added |
| Captrust Financial Advisors | 73,269 | $41.5M | 0.09% | −2,591−3.4% | Reduced |
| Divergent Planning, LLC | 70,243 | $40.3M | 11.91% | +3,741+5.6% | Added |
| Pittenger & Anderson Inc | 69,817 | $39.5M | 1.45% | −258−0.4% | Reduced |
| Cetera Investment Advisers | 69,133 | $39.2M | 0.07% | +6,510+10.4% | Added |
| Portland Global Advisors LLC | 68,185 | $38.6M | 4.55% | −1,116−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 68,066 | $38.6M | 0.87% | +334+0.5% | Added |
| Midwest Trust Co | 64,215 | $36.4M | 0.50% | +64,215 | New |
| Bartlett & Co. Wealth Management LLC | 61,808 | $35.1M | 0.49% | +100+0.2% | Added |
| Ascent Wealth Partners, LLC | 61,813 | $35.0M | 4.32% | +503+0.8% | Added |
| Citizens Financial Group Inc | 60,781 | $34.4M | 0.55% | +14,336+30.9% | Added |
| Smith, Moore & Co. | 60,296 | $34.2M | 2.87% | −196−0.3% | Reduced |
| Massmutual Trust Co FSB | 60,125 | $34.1M | 0.91% | −127−0.2% | Reduced |
| Pinnacle Associates Ltd | 59,147 | $33.5M | 0.49% | −3,604−5.7% | Reduced |
| SCS Capital Management LLC | 55,547 | $31.5M | 0.35% | −5,958−9.7% | Reduced |
| Mirae Asset Securities (USA) Inc. | 55,382 | $31.4M | 1.38% | +55,382 | New |
| Peapack Gladstone Financial Corp | 53,596 | $30.4M | 0.43% | −123−0.2% | Reduced |
| Oldfather Financial Services, LLC | 53,275 | $30.2M | 10.37% | +1,353+2.6% | Added |
| Granite Bay Wealth Management, LLC | 51,486 | $29.2M | 9.37% | +1,088+2.2% | Added |
| Baird Financial Group, Inc. | 51,176 | $29.0M | 0.05% | −571−1.1% | Reduced |
| Heritage Investors Management Corp | 50,907 | $28.8M | 0.91% | −562−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 50,794 | $28.8M | 0.06% | +2,070+4.2% | Added |
| Crewe Advisors LLC | 50,435 | $28.6M | 4.04% | −518−1.0% | Reduced |
| Janney Montgomery Scott LLC | 50,104 | $28.4M | 0.07% | +8,239+19.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $28.3M | 0.06% | +50,000 | New |
| Prescott Group Capital Management, L.L.C. | 49,323 | $27.9M | 3.30% | +15,000+43.7% | Added |
| MetLife Investment Management | 48,400 | $27.4M | 0.16% | −29,800−38.1% | Reduced |
| IFG Advisors, LLC | 48,003 | $27.2M | 4.57% | +1,606+3.5% | Added |
| Clearstead Advisors, LLC | 47,015 | $26.6M | 0.37% | −4,705−9.1% | Reduced |
| Chicago Partners Investment Group LLC | 44,902 | $26.4M | 0.76% | +522+1.2% | Added |
| Cumberland Advisors Inc | 44,702 | $25.3M | 10.65% | −3,735−7.7% | Reduced |
| Comerica Bank | 44,311 | $25.1M | 0.10% | −9,687−17.9% | Reduced |
| LCM Capital Management Inc | 43,891 | $24.9M | 12.92% | +104+0.2% | Added |
| Klingman & Associates, LLC | 42,378 | $24.0M | 1.32% | +180.0% | Added |
| Miracle Mile Advisors, LLC | 41,988 | $23.8M | 0.40% | +12,157+40.8% | Added |
| Conning Inc. | 40,185 | $22.8M | 0.78% | 00.0% | Unchanged |
| BlackRock, Inc. | 39,525 | $22.4M | 0.00% | −12,829−24.5% | Reduced |
| Bessemer Group Inc | 39,232 | $22.2M | 0.04% | −1,094−2.7% | Reduced |
| Jane Street Group, LLC | 38,273 | $21.7M | 0.03% | +34,828+1,011.0% | Added |
| Lido Advisors, LLC | 38,084 | $21.6M | 0.11% | −316−0.8% | Reduced |
| Basswood Capital Management, L.L.C. | 38,082 | $21.6M | 1.07% | +38,082 | New |
| RMB Capital Management, LLC | 37,933 | $21.6M | 0.41% | +9,571+33.7% | Added |
| Johnson Investment Counsel Inc | 36,411 | $20.6M | 0.19% | +95+0.3% | Added |
| 1st Source Bank | 36,139 | $20.5M | 1.13% | +119+0.3% | Added |
| Steele Capital Management, Inc. | 33,507 | $19.0M | 0.91% | −369−1.1% | Reduced |
| Pinnacle Financial Partners Inc | 32,936 | $18.7M | 0.39% | −204−0.6% | Reduced |
| Trustmark National Bank Trust Department | 32,237 | $18.3M | 1.26% | −53−0.2% | Reduced |
| Hancock Whitney Corp | 31,936 | $18.1M | 0.35% | +2,684+9.2% | Added |
| Tandem Wealth Advisors LLC | 31,828 | $18.0M | 8.92% | +2,577+8.8% | Added |
| Kestra Advisory Services, LLC | 31,519 | $17.9M | 0.09% | +1,892+6.4% | Added |