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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 3,588 | $2.03M | 2.02% | +101+2.9% | Added |
| Trust Point Inc. | 3,593 | $2.04M | 0.19% | −111−3.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,596 | $2.04M | 0.49% | +100+2.9% | Added |
| Old Second National Bank of Aurora | 3,606 | $2.04M | 0.45% | −48−1.3% | Reduced |
| Red Door Wealth Management, LLC | 3,615 | $2.05M | 0.24% | +2,755+320.3% | Added |
| Scotia Capital Inc. | 3,631 | $2.06M | 0.01% | +329+10.0% | Added |
| Global Retirement Partners, LLC | 3,640 | $2.06M | 0.05% | +3,640 | New |
| Moloney Securities Asset Management, LLC | 3,667 | $2.08M | 0.26% | +10.0% | Added |
| All Terrain Financial Advisors, LLC | 3,698 | $2.09M | 0.76% | −11−0.3% | Reduced |
| Renaissance Technologies LLC | 3,700 | $2.10M | 0.00% | −9,800−72.6% | Reduced |
| Alpha Wealth Funds, LLC | 3,702 | $2.10M | 1.96% | −161−4.2% | Reduced |
| Park Capital Management, LLC | 3,708 | $2.10M | 1.95% | +7+0.2% | Added |
| Adviser Investments LLC | 3,708 | $2.10M | 0.03% | +10.0% | Added |
| ZWJ Investment Counsel Inc | 3,713 | $2.10M | 0.08% | −144−3.7% | Reduced |
| Clientfirst Wealth Management, LLC | 3,741 | $2.12M | 2.17% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $2.12M | 0.10% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,743 | $2.13M | 1.13% | −103−2.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,777 | $2.14M | 0.28% | −241−6.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,781 | $2.14M | 1.52% | −55−1.4% | Reduced |
| HB Wealth Management, LLC | 3,869 | $2.19M | 0.02% | −2,289−37.2% | Reduced |
| CIBC World Markets Inc. | 3,877 | $2.20M | 0.00% | −943−19.6% | Reduced |
| Hilltop Holdings Inc. | 3,889 | $2.20M | 0.14% | +865+28.6% | Added |
| Cambridge Advisors Inc. | 3,894 | $2.21M | 0.46% | +20+0.5% | Added |
| Capital Investment Advisory Services, LLC | 3,961 | $2.24M | 0.18% | −11−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,963 | $2.24M | 0.83% | −32−0.8% | Reduced |
| International Assets Investment Management, LLC | 3,984 | $2.26M | 0.18% | +130+3.4% | Added |
| Baron Financial Group, LLC | 4,007 | $2.27M | 1.33% | −124−3.0% | Reduced |
| Courier Capital LLC | 4,013 | $2.27M | 0.14% | −590−12.8% | Reduced |
| RFG Advisory, LLC | 4,019 | $2.28M | 0.05% | −829−17.1% | Reduced |
| Financial Life Planners | 4,038 | $2.29M | 1.86% | −962−19.2% | Reduced |
| Golden State Wealth Management, LLC | 4,076 | $2.31M | 0.28% | −2,244−35.5% | Reduced |
| St. Johns Investment Management Company, LLC | 4,082 | $2.31M | 1.06% | −625−13.3% | Reduced |
| Independent Financial Group, LLC | 4,108 | $2.33M | 0.06% | +1,718+71.9% | Added |
| PKS Advisory Services, LLC | 4,130 | $2.34M | 0.58% | −75−1.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,135 | $2.34M | 0.15% | +3,272+379.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.35M | 0.80% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,154 | $2.35M | 0.20% | −162−3.8% | Reduced |
| NorthRock Partners, LLC | 4,170 | $2.36M | 0.06% | +568+15.8% | Added |
| Element Wealth, LLC | 4,193 | $2.38M | 1.09% | −169−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,199 | $2.38M | 0.03% | +441+11.7% | Added |
| Lavaca Capital LLC | 4,200 | $2.38M | 0.97% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,206 | $2.38M | 0.60% | −155−3.6% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.39M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,212 | $2.39M | 0.06% | +1,575+59.7% | Added |
| Caliber Wealth Management, LLC | 4,258 | $2.41M | 0.26% | −350−7.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,304 | $2.44M | 0.53% | −91−2.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,321 | $2.45M | 0.27% | −118−2.7% | Reduced |
| Lowe Wealth Advisors, LLC | 4,335 | $2.46M | 0.96% | −27−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,345 | $2.46M | 0.03% | +400+10.1% | Added |
| Sage Financial Management Group, Inc. | 4,356 | $2.47M | 0.85% | −324−6.9% | Reduced |
| Veracity Capital LLC | 4,359 | $2.47M | 0.86% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,388 | $2.49M | 0.03% | −295−6.3% | Reduced |
| Naples Global Advisors, LLC | 4,382 | $2.49M | 0.21% | −25−0.6% | Reduced |
| Diversified Trust Co | 4,398 | $2.49M | 0.06% | −31−0.7% | Reduced |
| Jump Financial, LLC | 4,404 | $2.49M | 0.03% | +4,404 | New |
| Geneos Wealth Management Inc. | 4,409 | $2.50M | 0.06% | +229+5.5% | Added |
| Meridian Wealth Management, LLC | 4,419 | $2.50M | 0.11% | −34−0.8% | Reduced |
| Gould Asset Management LLC | 4,426 | $2.51M | 0.49% | −2,125−32.4% | Reduced |
| Davidson Trust Co | 4,428 | $2.51M | 1.16% | −67−1.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,448 | $2.52M | 0.57% | +4,448 | New |
| Baltimore-Washington Financial Advisors, Inc. | 4,481 | $2.54M | 0.12% | −247−5.2% | Reduced |
| Crescent Sterling, Ltd. | 4,483 | $2.54M | 2.84% | +113+2.6% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.55M | 0.62% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,535 | $2.57M | 0.31% | −442−8.9% | Reduced |
| Johnson Financial Group, Inc. | 4,532 | $2.58M | 0.12% | −76−1.6% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.58M | 0.55% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,568 | $2.59M | 0.12% | +10.0% | Added |
| Winthrop Advisory Group LLC | 4,571 | $2.60M | 0.25% | −140−3.0% | Reduced |
| Asset Management Group, Inc. | 4,738 | $2.68M | 0.47% | +12+0.3% | Added |
| TD Waterhouse Canada Inc. | 4,685 | $2.69M | 0.02% | −64−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,755 | $2.69M | 0.07% | +4,738+27,870.6% | Added |
| Centaurus Financial, Inc. | 4,756 | $2.69M | 0.16% | +843+21.5% | Added |
| IFG Advisory, LLC | 4,768 | $2.70M | 0.14% | −49−1.0% | Reduced |
| Independence Bank of Kentucky | 4,789 | $2.71M | 0.38% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 4,820 | $2.73M | 0.63% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,832 | $2.74M | 0.72% | −1,230−20.3% | Reduced |
| Wesbanco Bank Inc | 4,846 | $2.75M | 0.08% | +359+8.0% | Added |
| New England Private Wealth Advisors LLC | 4,721 | $2.75M | 0.40% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4,917 | $2.79M | 0.56% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,927 | $2.79M | 0.00% | −154−3.0% | Reduced |
| Shoker Investment Counsel, Inc. | 4,950 | $2.80M | 0.88% | −86−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,964 | $2.81M | 0.03% | +189+4.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,986 | $2.82M | 0.02% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 4,988 | $2.83M | 0.97% | −84−1.7% | Reduced |
| Price T Rowe Associates Inc | 4,991 | $2.83M | 0.00% | +1,993+66.5% | Added |
| Ssa Swiss Advisors AG | 4,867 | $2.85M | 1.37% | −4,161−46.1% | Reduced |
| Sigma Planning Corp | 5,036 | $2.85M | 0.09% | −56−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 5,052 | $2.86M | 0.47% | +504+11.1% | Added |
| Spinnaker Trust | 5,056 | $2.86M | 0.17% | −10.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,060 | $2.87M | 1.03% | +186+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,082 | $2.88M | 0.01% | +505+11.0% | Added |
| Coastline Trust Co | 5,086 | $2.88M | 0.33% | +395+8.4% | Added |
| Sowell Financial Services LLC | 5,153 | $2.92M | 0.12% | +107+2.1% | Added |
| Miller Investment Management, LP | 5,201 | $2.95M | 0.31% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,200 | $2.95M | 0.80% | −650−11.1% | Reduced |
| Argent Trust Co | 5,294 | $3.00M | 0.11% | +175+3.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,360 | $3.04M | 0.01% | −93−1.7% | Reduced |
| Eastern Bank | 5,437 | $3.08M | 0.06% | −55−1.0% | Reduced |
| Snowden Capital Advisors LLC | 5,442 | $3.09M | 0.09% | −1,343−19.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,476 | $3.10M | 0.13% | +12+0.2% | Added |