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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 5,507 | $3.12M | 0.03% | +5,507 | New |
| Penobscot Investment Management Company, Inc. | 5,517 | $3.13M | 0.27% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,547 | $3.14M | 1.02% | −14−0.3% | Reduced |
| Brinker Capital Investments, LLC | 5,560 | $3.15M | 0.03% | +2,514+82.5% | Added |
| Wealthcare Advisory Partners LLC | 5,570 | $3.16M | 0.07% | +10.0% | Added |
| United Capital Financial Advisers, LLC | 5,630 | $3.19M | 0.03% | −660−10.5% | Reduced |
| Silvercrest Asset Management Group LLC | 5,637 | $3.19M | 0.02% | −40−0.7% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.20M | 0.69% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 51,690 | $3.21M | 1.88% | −9,270−15.2% | Reduced |
| Signature Securities Group Corporation | 5,697 | $3.24M | 0.90% | −90−1.6% | Reduced |
| Romano Brothers and Company | 5,755 | $3.26M | 0.40% | −137−2.3% | Reduced |
| Sentinel Trust Co Lba | 5,785 | $3.28M | 0.36% | −669−10.4% | Reduced |
| Sepio Capital, LP | 5,810 | $3.29M | 0.23% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,853 | $3.32M | 2.53% | −34−0.6% | Reduced |
| Precedent Wealth Partners, LLC | 5,951 | $3.37M | 0.83% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 5,994 | $3.40M | 2.46% | −345−5.4% | Reduced |
| Clear Point Advisors Inc. | 6,146 | $3.46M | 2.92% | −113−1.8% | Reduced |
| Fiduciary Trust Co | 6,137 | $3.48M | 0.04% | −93−1.5% | Reduced |
| RSM US Wealth Management LLC | 54,401 | $3.49M | 0.05% | +63+0.1% | Added |
| Charter Research & Investment Group, Inc. | 6,172 | $3.50M | 2.61% | −106−1.7% | Reduced |
| Advisory Services Network, LLC | 6,089 | $3.51M | 0.06% | +545+9.8% | Added |
| Elyxium Wealth, LLC | 6,200 | $3.51M | 1.32% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 6,200 | $3.51M | 0.36% | −269−4.2% | Reduced |
| Crews Bank & Trust | 6,205 | $3.52M | 0.55% | −25−0.4% | Reduced |
| New Century Financial Group, LLC | 6,212 | $3.52M | 4.13% | −153−2.4% | Reduced |
| Greenleaf Trust | 6,249 | $3.54M | 0.03% | −113−1.8% | Reduced |
| Salomon & Ludwin, LLC | 6,199 | $3.59M | 0.35% | −22−0.4% | Reduced |
| Woodstock Corp | 6,352 | $3.60M | 0.33% | +162+2.6% | Added |
| Tandem Investment Partners LLC | 6,372 | $3.61M | 3.15% | −441−6.5% | Reduced |
| Keystone Financial Group | 6,412 | $3.64M | 0.33% | −29−0.5% | Reduced |
| First Citizens Bank & Trust Co | 6,461 | $3.66M | 0.07% | +391+6.4% | Added |
| GWM Advisors LLC | 6,484 | $3.67M | 0.02% | +508+8.5% | Added |
| Bristlecone Advisors, LLC | 6,494 | $3.68M | 0.31% | −20−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 6,526 | $3.70M | 0.57% | −38−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 6,597 | $3.74M | 0.04% | −295−4.3% | Reduced |
| David Loasby | 6,609 | $3.75M | 0.32% | +815+14.1% | Added |
| Union Savings Bank | 6,582 | $3.79M | 1.74% | −217−3.2% | Reduced |
| Graypoint LLC | 6,697 | $3.79M | 0.21% | +1,017+17.9% | Added |
| Bailard, Inc. | 6,731 | $3.81M | 0.09% | +350+5.5% | Added |
| Ballentine Partners, LLC | 6,816 | $3.86M | 0.06% | −23−0.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,829 | $3.87M | 1.28% | −685−9.1% | Reduced |
| Segment Wealth Management, LLC | 6,864 | $3.89M | 0.25% | −66−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 6,914 | $3.92M | 0.08% | −682−9.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,921 | $3.92M | 0.16% | +2,982+75.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,937 | $3.93M | 0.11% | +171+2.5% | Added |
| PFG Advisors | 7,004 | $3.97M | 0.19% | +1,222+21.1% | Added |
| Davis R M Inc | 7,016 | $3.97M | 0.07% | −49−0.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,965 | $3.98M | 1.65% | −279−3.9% | Reduced |
| NBW Capital LLC | 7,083 | $4.01M | 0.87% | +122+1.8% | Added |
| Equitable Holdings, Inc. | 7,127 | $4.04M | 0.03% | −755−9.6% | Reduced |
| Bryn Mawr Trust Co | 7,186 | $4.07M | 0.07% | −3,158−30.5% | Reduced |
| JMG Financial Group, Ltd. | 7,218 | $4.09M | 0.12% | −12−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 7,281 | $4.13M | 0.05% | −1,219−14.3% | Reduced |
| Fifth Third Bancorp | 7,326 | $4.15M | 0.01% | −60−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 7,346 | $4.16M | 0.09% | +1,864+34.0% | Added |
| Haverford Trust Co | 7,399 | $4.19M | 0.04% | +300+4.2% | Added |
| Keybank National Association | 7,448 | $4.22M | 0.02% | −61−0.8% | Reduced |
| Evensky & Katz LLC | 7,449 | $4.22M | 0.26% | −130−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 7,377 | $4.22M | 0.38% | −150−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,252 | $4.22M | 0.11% | −17−0.2% | Reduced |
| Sonata Capital Group Inc | 7,476 | $4.24M | 1.69% | −120−1.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,610 | $4.31M | 0.24% | +940+14.1% | Added |
| KMG Fiduciary Partners, LLC | 7,616 | $4.31M | 0.32% | −303−3.8% | Reduced |
| Wetherby Asset Management Inc | 7,630 | $4.32M | 0.19% | +7,630 | New |
| Intrepid Financial Planning Group LLC | 7,681 | $4.35M | 1.83% | −4−0.1% | Reduced |
| Change Path, LLC | 7,688 | $4.36M | 0.11% | +1,325+20.8% | Added |
| Prospera Financial Services Inc | 7,718 | $4.37M | 0.08% | +73+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,756 | $4.39M | 0.05% | −598−7.2% | Reduced |
| Finley Financial, LLC | 7,810 | $4.42M | 2.22% | −110−1.4% | Reduced |
| Bay Rivers Group | 7,861 | $4.45M | 2.04% | +53+0.7% | Added |
| Victory Financial Group, LLC | 7,946 | $4.50M | 0.71% | −1,594−16.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $4.50M | 2.52% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,061 | $4.57M | 0.32% | +366+4.8% | Added |
| Financial Engines Advisors L.L.C. | 8,086 | $4.58M | 0.01% | −408−4.8% | Reduced |
| Perigon Wealth Management, LLC | 8,105 | $4.59M | 0.11% | −221−2.7% | Reduced |
| Apollon Wealth Management, LLC | 8,143 | $4.61M | 0.09% | −271−3.2% | Reduced |
| Breakwater Capital Group | 8,169 | $4.63M | 0.75% | +122+1.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,958 | $4.63M | 1.68% | +306+4.0% | Added |
| Barrett & Company, Inc. | 8,208 | $4.65M | 1.74% | +86+1.1% | Added |
| Highview Capital Management LLC | 8,240 | $4.67M | 1.80% | +52+0.6% | Added |
| AMG National Trust Bank | 8,361 | $4.74M | 0.12% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,400 | $4.76M | 0.00% | −84−1.0% | Reduced |
| Paulson Wealth Management Inc. | 8,487 | $4.81M | 1.24% | +646+8.2% | Added |
| Associated Banc-Corp | 8,534 | $4.83M | 0.14% | −735−7.9% | Reduced |
| Midwest Financial Group LLC | 8,545 | $4.84M | 2.54% | −341−3.8% | Reduced |
| Millennium Management LLC | 8,551 | $4.84M | 0.00% | −93,560−91.6% | Reduced |
| Jones Financial Companies LLLP | 8,577 | $4.86M | 0.00% | +1,709+24.9% | Added |
| Meridian Investment Counsel Inc. | 8,750 | $4.96M | 1.35% | +27+0.3% | Added |
| Crestwood Advisors Group LLC | 8,795 | $4.98M | 0.09% | +5,868+200.5% | Added |
| Ashton Thomas Private Wealth, LLC | 8,771 | $4.98M | 0.18% | +1,246+16.6% | Added |
| Colorado Capital Management, Inc. | 8,824 | $5.00M | 2.14% | −605−6.4% | Reduced |
| Beacon Pointe Advisors, LLC | 8,839 | $5.01M | 0.05% | −326−3.6% | Reduced |
| Bokf, NA | 9,003 | $5.10M | 0.08% | −348−3.7% | Reduced |
| Mayflower Financial Advisors, LLC | 9,026 | $5.11M | 0.71% | −491−5.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,096 | $5.15M | 1.28% | −10−0.1% | Reduced |
| Court Place Advisors, LLC | 9,134 | $5.17M | 1.63% | −375−3.9% | Reduced |
| Balboa Wealth Partners | 9,159 | $5.19M | 1.04% | +47+0.5% | Added |
| Victory Capital Management Inc | 9,195 | $5.21M | 0.00% | −5,300−36.6% | Reduced |
| Firestone Capital Management | 9,217 | $5.22M | 1.23% | −12−0.1% | Reduced |