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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.

Institutional holdersQ2 2025: 1,351 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 heldQ2 2025: $14.2B
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, 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.

Institutions holding MDY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners1$00.00%+1New
Cary Street Partner Investment Advisory LLC1$5660.00%00.0%Unchanged
Hemington Wealth Management2$1.00K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC5$2.84K0.00%+5New
Caldwell Sutter Capital, Inc.7$3.96K0.00%−65−90.3%Reduced
Strengthening Families & Communities, LLC7$3.99K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.61K0.00%00.0%Unchanged
Solstein Capital, LLC10$5.67K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.67K0.00%00.0%Unchanged
Rossby Financial, LCC10$5.67K0.00%+10New
Roble, Belko & Company, Inc11$6.00K0.00%−8−42.1%Reduced
GHP Investment Advisors, Inc.12$6.80K0.00%00.0%Unchanged
Northwest Capital Management Inc13$7.36K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC13$7.37K0.00%00.0%Unchanged
Valley National Advisers Inc17$9.00K0.00%00.0%Unchanged
Kentucky Trust Co16$9.06K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$9.35K0.00%+1+6.3%Added
Bullock Wealth Management Group17$9.75K0.01%+17New
Murphy & Mullick Capital Management Corp18$10.4K0.01%00.0%Unchanged
CKW Financial Group20$11.0K0.00%00.0%Unchanged
Ridgewood Investments LLC22$12.5K0.01%00.0%Unchanged
Arlington Trust Co LLC22$12.5K0.00%00.0%Unchanged
Activest Wealth Management24$13.6K0.00%−27−52.9%Reduced
Chilton Capital Management LLC25$14.2K0.00%00.0%Unchanged
Olistico Wealth, LLC25$14.2K0.01%00.0%Unchanged
Painted Porch Advisors LLC25$14.2K0.01%00.0%Unchanged
Burkett Financial Services, LLC25$14.4K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC27$15.1K0.00%00.0%Unchanged
Gables Capital Management Inc.27$15.3K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.28$15.9K0.05%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$17.0K0.00%00.0%Unchanged
Atlantic Trust, LLC32$18.1K0.00%00.0%Unchanged
Cornerstone Planning Group LLC33$19.0K0.00%00.0%Unchanged
Webster Bank, N. A.35$19.8K0.00%00.0%Unchanged
Curio Wealth, LLC41$23.2K0.01%+39+1,950.0%Added
Bellwether Advisors, LLC41$23.2K0.00%00.0%Unchanged
ORG Partners LLC43$24.7K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$24.9K0.01%00.0%Unchanged
Capital Analysts, LLC45$25.0K0.00%00.0%Unchanged
Concord Wealth Partners47$26.6K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$28.1K0.00%00.0%Unchanged
Hollencrest Capital Management50$28.2K0.00%00.0%Unchanged
Colonial Trust Advisors50$28.3K0.00%00.0%Unchanged
West Branch Capital LLC50$28.3K0.01%00.0%Unchanged
UMA Financial Services, Inc.50$28.3K0.00%00.0%Unchanged
Aviso Financial Inc.50$28.3K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC50$28.5K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$28.9K0.03%00.0%Unchanged
Evolution Advisers, Inc.54$30.0K0.01%00.0%Unchanged
Piscataqua Savings Bank56$31.7K0.03%00.0%Unchanged
Thompson Investment Management, Inc.60$34.0K0.00%−90−60.0%Reduced
Alpine Bank Wealth Management60$34.0K0.01%00.0%Unchanged
Ameriflex Group, Inc.65$36.7K0.02%−27−29.3%Reduced
MPWM Advisory Solutions, LLC70$39.7K0.03%−10−12.5%Reduced
CoreFirst Bank & Trust70$39.7K0.02%+70New
Winch Advisory Services, LLC79$44.8K0.01%00.0%Unchanged
Bollard Group LLC80$45.0K0.00%00.0%Unchanged
RMG Wealth Management LLC78$45.2K0.01%+78New
Perkins Coie Trust Co85$48.1K0.01%00.0%Unchanged
Islay Capital Management, LLC88$49.9K0.03%−10−10.2%Reduced
Smartleaf Asset Management LLC88$49.9K0.00%00.0%Unchanged
Main Street Group, LTD90$51.0K0.02%00.0%Unchanged
First Community Trust NA90$51.0K0.04%00.0%Unchanged
Smallwood Wealth Investment Management, LLC90$51.0K0.03%00.0%Unchanged
Banque Cantonale Vaudoise95$54.0K0.00%00.0%Unchanged
1 North Wealth Services LLC98$55.5K0.02%00.0%Unchanged
Tortoise Investment Management, LLC100$56.6K0.01%−77−43.5%Reduced
Quest 10 Wealth Builders, Inc.100$56.6K0.06%−9−8.3%Reduced
Anchor Investment Management, LLC100$56.6K0.00%00.0%Unchanged
Security National Bank100$56.6K0.01%00.0%Unchanged
Parvin Asset Management, LLC100$56.6K0.06%00.0%Unchanged
Toronto Dominion Bank100$57.0K0.00%00.0%Unchanged
Newton One Investments LLC102$58.0K0.02%00.0%Unchanged
Beacon Capital Management, LLC107$60.5K0.01%−49−31.4%Reduced
Innovative Advisory Group, LLC110$62.3K0.05%00.0%Unchanged
AdvisorNet Financial, Inc110$62.3K0.00%+5+4.8%Added
Canton Hathaway, LLC115$65.0K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.116$65.5K0.06%+116New
Rothschild Investment LLC121$68.3K0.00%+1+0.8%Added
Clean Yield Group124$70.2K0.02%+24+24.0%Added
Washington Trust Advisors, Inc.125$70.8K0.01%00.0%Unchanged
Hilltop National Bank125$70.8K0.02%+125New
Morgan Dempsey Capital Management LLC125$71.0K0.03%+125New
Vestor Capital, LLC450$73.0K0.01%−31,781−98.6%Reduced
Rogco, LP130$73.6K0.03%00.0%Unchanged
SJS Investment Consulting Inc.131$74.2K0.01%00.0%Unchanged
ORG Wealth Partners, LLC129$74.5K0.02%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC132$74.6K0.02%+1+0.8%Added
Pinney & Scofield, Inc.134$75.9K0.05%00.0%Unchanged
Semmax Financial Advisors Inc.133$76.0K0.02%00.0%Unchanged
PrairieView Partners, LLC135$76.0K0.01%00.0%Unchanged
Richardson Capital Management LLC142$80.4K0.04%00.0%Unchanged
AllSquare Wealth Management LLC143$81.0K0.05%00.0%Unchanged
FSA Wealth Management LLC145$82.1K0.03%00.0%Unchanged
Trust Co of Toledo NA145$82.1K0.01%+145New
Marshall & Sterling Wealth Advisors Inc.147$83.1K0.06%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.150$85.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC150$85.3K0.01%00.0%Unchanged
Tower Trust & Investment Co151$85.5K0.06%00.0%Unchanged
NBC Securities, Inc.157$88.0K0.01%00.0%Unchanged