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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 9,303 | $5.27M | 0.13% | +604+6.9% | Added |
| Flputnam Investment Management Co | 9,309 | $5.27M | 0.09% | −768−7.6% | Reduced |
| Ti-Trust, Inc | 9,378 | $5.31M | 3.56% | +253+2.8% | Added |
| Peak Asset Management, LLC | 9,402 | $5.33M | 0.98% | −166−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.35M | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,474 | $5.37M | 0.07% | −87−0.9% | Reduced |
| Resonant Capital Advisors, LLC | 9,452 | $5.37M | 0.34% | −267−2.7% | Reduced |
| Motco | 9,385 | $5.40M | 0.52% | +294+3.2% | Added |
| Sageworth Trust Co | 9,571 | $5.42M | 0.30% | −11−0.1% | Reduced |
| Merit Financial Group, LLC | 9,669 | $5.48M | 0.06% | −61−0.6% | Reduced |
| Alexis Investment Partners, LLC | 9,784 | $5.54M | 2.39% | −1,445−12.9% | Reduced |
| Central Trust Co | 9,802 | $5.55M | 0.13% | +85+0.9% | Added |
| Private Wealth Asset Management, LLC | 9,925 | $5.62M | 0.75% | −575−5.5% | Reduced |
| Newport Capital Group, LLC | 9,922 | $5.63M | 3.81% | +411+4.3% | Added |
| RBF Capital, LLC | 10,000 | $5.66M | 0.28% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.66M | 5.44% | 00.0% | Unchanged |
| G&S Capital LLC | 10,052 | $5.69M | 2.26% | −50.0% | Reduced |
| Allworth Financial LP | 10,057 | $5.70M | 0.03% | +1,705+20.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,041 | $5.71M | 0.13% | +465+4.9% | Added |
| Summit Financial, LLC | 10,047 | $5.71M | 0.13% | +603+6.4% | Added |
| Balyasny Asset Management LLC | 10,130 | $5.74M | 0.01% | +1,130+12.6% | Added |
| Daymark Wealth Partners, LLC | 10,267 | $5.82M | 0.22% | +257+2.6% | Added |
| Gries Financial LLC | 10,294 | $5.83M | 1.06% | −10.0% | Reduced |
| Adirondack Trust Co | 10,380 | $5.88M | 2.13% | −364−3.4% | Reduced |
| Retirement Income Solutions, Inc | 10,388 | $5.88M | 1.08% | −295−2.8% | Reduced |
| Diversified Portfolios, Inc. | 10,393 | $5.89M | 0.56% | −371−3.4% | Reduced |
| Palisade Asset Management, LLC | 10,443 | $5.92M | 0.59% | −67−0.6% | Reduced |
| Hopwood Financial Services, Inc. | 10,574 | $5.99M | 4.68% | −8−0.1% | Reduced |
| Lynx Capital Group Ltd | 10,578 | $5.99M | 2.89% | −144−1.3% | Reduced |
| Madison Park Capital Advisors, LLC | 10,672 | $6.05M | 5.09% | −817−7.1% | Reduced |
| Leavell Investment Management, Inc. | 10,712 | $6.09M | 0.27% | +28+0.3% | Added |
| Sanctuary Advisors, LLC | 10,763 | $6.10M | 0.04% | +310+3.0% | Added |
| CMG Global Holdings, LLC | 10,407 | $6.10M | 3.21% | +1,150+12.4% | Added |
| Lodestar Private Asset Management LLC | 10,862 | $6.15M | 0.71% | +425+4.1% | Added |
| Latigo Investments, LLC | 10,962 | $6.21M | 3.20% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 10,982 | $6.22M | 0.52% | −400−3.5% | Reduced |
| Inspire Trust Co, N.A. | 11,000 | $6.23M | 1.29% | +500+4.8% | Added |
| Bank of Nova Scotia | 11,017 | $6.24M | 0.01% | −2,787−20.2% | Reduced |
| Goelzer Investment Management, Inc. | 11,088 | $6.28M | 0.34% | −276−2.4% | Reduced |
| Hanover Advisors Inc | 11,336 | $6.42M | 2.62% | −423−3.6% | Reduced |
| Barclays PLC | 11,443 | $6.48M | 0.00% | −1,038−8.3% | Reduced |
| Linscomb & Williams, Inc. | 11,481 | $6.50M | 0.30% | −1,262−9.9% | Reduced |
| Synovus Financial Corp | 11,554 | $6.55M | 0.08% | −10.0% | Reduced |
| Tudor Investment Corp Et Al | 11,626 | $6.59M | 0.05% | +1,140+10.9% | Added |
| Atria Wealth Solutions, Inc. | 11,640 | $6.61M | 0.15% | −5,444−31.9% | Reduced |
| Warren Averett Asset Management, LLC | 11,690 | $6.62M | 0.07% | +264+2.3% | Added |
| Community Bank, N.A. | 11,739 | $6.65M | 0.87% | −17−0.1% | Reduced |
| First Horizon Advisors, Inc. | 11,741 | $6.65M | 0.17% | +537+4.8% | Added |
| Private Advisor Group, LLC | 11,843 | $6.71M | 0.04% | −335−2.8% | Reduced |
| Capital Group Private Client Services, Inc. | 11,860 | $6.72M | 0.06% | +20.0% | Added |
| Dakota Wealth Management | 11,889 | $6.73M | 0.14% | −108−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 11,984 | $6.79M | 0.01% | −1,226−9.3% | Reduced |
| Sand Hill Global Advisors, LLC | 12,202 | $6.91M | 0.26% | −17−0.1% | Reduced |
| Grove Bank & Trust | 12,325 | $6.98M | 0.87% | −408−3.2% | Reduced |
| Mechanics Bank Trust Department | 12,657 | $7.17M | 1.03% | −3,122−19.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,661 | $7.17M | 0.06% | +5,710+82.1% | Added |
| Meridian Wealth Advisors, LLC | 12,669 | $7.18M | 1.13% | −119−0.9% | Reduced |
| AQR Capital Management LLC | 12,714 | $7.20M | 0.01% | +6,297+98.1% | Added |
| Staley Capital Advisers Inc | 12,844 | $7.28M | 0.31% | −125−1.0% | Reduced |
| Boston Family Office LLC | 12,920 | $7.32M | 0.49% | −17−0.1% | Reduced |
| Busey Wealth Management | 12,968 | $7.35M | 0.22% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13,010 | $7.37M | 2.00% | −59−0.5% | Reduced |
| TKG Advisors, LLC | 13,030 | $7.38M | 3.31% | −82−0.6% | Reduced |
| Smith Anglin Financial, LLC | 13,071 | $7.40M | 0.67% | −562−4.1% | Reduced |
| Buckingham Strategic Partners | 13,240 | $7.50M | 0.10% | −1,460−9.9% | Reduced |
| Symmetry Investments LP | 13,250 | $7.51M | 0.63% | −4,245−24.3% | Reduced |
| Yousif Capital Management, LLC | 13,509 | $7.65M | 0.08% | −10,307−43.3% | Reduced |
| Chesley Taft & Associates LLC | 13,733 | $7.78M | 0.35% | −133−1.0% | Reduced |
| Congress Wealth Management LLC | 13,794 | $7.81M | 0.08% | +2,316+20.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,789 | $7.84M | 3.83% | −23−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $7.89M | 2.48% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 14,027 | $7.95M | 0.27% | −427−3.0% | Reduced |
| Bearing Point Capital, LLC | 14,071 | $7.97M | 1.47% | +9+0.1% | Added |
| Legal & General Group Plc | 14,200 | $8.05M | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,217 | $8.05M | 0.05% | −116−0.8% | Reduced |
| Central Bank & Trust Co | 14,258 | $8.08M | 1.32% | −931−6.1% | Reduced |
| Means Investment Co., Inc. | 14,409 | $8.16M | 0.77% | −267−1.8% | Reduced |
| Seeds Investor LLC | 14,412 | $8.16M | 1.92% | +8,317+136.5% | Added |
| Tiaa Trust, National Association | 14,545 | $8.24M | 0.02% | −399−2.7% | Reduced |
| Fifth Third Securities, Inc. | 14,580 | $8.26M | 0.62% | +294+2.1% | Added |
| RMR Wealth Builders | 14,686 | $8.32M | 0.76% | +323+2.2% | Added |
| CWM, LLC | 14,741 | $8.35M | 0.03% | +79+0.5% | Added |
| Wealthspire Advisors, LLC | 15,328 | $8.68M | 0.05% | −1,441−8.6% | Reduced |
| Howard Capital Management Inc. | 15,378 | $8.71M | 0.13% | −752−4.7% | Reduced |
| Capstone Financial Advisors, Inc. | 15,450 | $8.75M | 0.51% | −213−1.4% | Reduced |
| Old Mission Capital LLC | 15,542 | $8.80M | 0.23% | +15,542 | New |
| Montz Harcus Wealth Management LLC | 15,752 | $8.92M | 4.31% | +34+0.2% | Added |
| Evercore Wealth Management, LLC | 15,834 | $8.97M | 0.14% | −50.0% | Reduced |
| GFS Advisors, LLC | 15,838 | $8.97M | 1.23% | −2,150−12.0% | Reduced |
| Pensionmark Financial Group, LLC | 16,001 | $9.06M | 0.21% | −206−1.3% | Reduced |
| Twin Tree Management, LP | 16,013 | $9.07M | 0.23% | +16,013 | New |
| Quantinno Capital Management LP | 16,021 | $9.08M | 0.04% | −1,909−10.6% | Reduced |
| Granite FO LLC | 16,033 | $9.08M | 5.14% | +755+4.9% | Added |
| Agf Management Ltd | 16,054 | $9.09M | 0.04% | −95−0.6% | Reduced |
| Terry L. Blaker | 16,073 | $9.11M | 0.35% | −543−3.3% | Reduced |
| Arvest Investments, Inc. | 16,171 | $9.16M | 1.38% | +98+0.6% | Added |
| First Financial Bank - Trust Division | 16,282 | $9.22M | 0.81% | −126−0.8% | Reduced |
| Brookstone Capital Management | 16,359 | $9.27M | 0.12% | −60.0% | Reduced |
| Nixon Peabody Trust Co | 16,472 | $9.33M | 0.72% | −86−0.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 16,500 | $9.35M | 1.20% | −796−4.6% | Reduced |