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 |
|---|---|---|---|---|---|
| Citigroup Inc | 16,505 | $9.35M | 0.01% | +1,232+8.1% | Added |
| NBT Bank N A | 16,526 | $9.36M | 0.64% | −929−5.3% | Reduced |
| Harbour Trust & Investment Management Co | 16,625 | $9.42M | 1.04% | −155−0.9% | Reduced |
| Csenge Advisory Group | 17,212 | $9.44M | 0.50% | +489+2.9% | Added |
| Cyndeo Wealth Partners, LLC | 16,774 | $9.50M | 0.56% | +5,072+43.3% | Added |
| Mill Creek Capital Advisors, LLC | 17,031 | $9.65M | 0.21% | +1,941+12.9% | Added |
| Oppenheimer & Co Inc | 17,075 | $9.67M | 0.13% | −200−1.2% | Reduced |
| Canopy Partners, LLC | 17,127 | $9.70M | 3.56% | −400−2.3% | Reduced |
| Peddock Capital Advisors, LLC | 17,136 | $9.71M | 2.24% | −2,116−11.0% | Reduced |
| Brown Brothers Harriman & Co | 17,211 | $9.75M | 0.06% | −25−0.1% | Reduced |
| Hummer Financial Advisory Services Inc | 17,228 | $9.79M | 7.35% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 17,368 | $9.84M | 0.04% | −429−2.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,711 | $10.6M | 2.77% | −1,355−6.8% | Reduced |
| Country Club Bank | 18,911 | $10.7M | 0.67% | +438+2.4% | Added |
| Lutz Financial Services LLC | 19,107 | $10.8M | 0.84% | −40.0% | Reduced |
| Mercer Global Advisors Inc | 19,234 | $10.9M | 0.02% | −915−4.5% | Reduced |
| Franklin Resources Inc | 19,295 | $10.9M | 0.00% | +2,207+12.9% | Added |
| Wellspring Financial Advisors, LLC | 19,714 | $11.2M | 1.12% | −3,136−13.7% | Reduced |
| jvl associates llc | 19,801 | $11.2M | 4.03% | −28−0.1% | Reduced |
| Exchange Capital Management, Inc. | 19,852 | $11.2M | 1.68% | −179−0.9% | Reduced |
| Callan Family Office, LLC | 19,875 | $11.3M | 0.36% | −292−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 20,045 | $11.4M | 0.36% | +690+3.6% | Added |
| Carnegie Capital Asset Management, LLC | 20,102 | $11.4M | 0.23% | −1,010−4.8% | Reduced |
| Trifecta Capital Advisors, LLC | 20,254 | $11.5M | 1.91% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,339 | $11.5M | 0.08% | +23+0.1% | Added |
| Old National Bancorp | 21,376 | $12.1M | 0.22% | +1,411+7.1% | Added |
| Thrive Wealth Management, LLC | 21,391 | $12.1M | 1.96% | +20,535+2,398.9% | Added |
| MCF Advisors LLC | 21,391 | $12.1M | 0.80% | −373−1.7% | Reduced |
| Cresset Asset Management, LLC | 21,570 | $12.3M | 0.06% | −1,638−7.1% | Reduced |
| Caldwell Trust Co | 21,670 | $12.3M | 1.23% | −582−2.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 23,146 | $13.1M | 3.60% | −1,300−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 23,526 | $13.3M | 0.07% | +530+2.3% | Added |
| Glenmede Investment Management, LP | 23,750 | $13.5M | 0.07% | +23,750 | New |
| MML Investors Services, LLC | 23,839 | $13.5M | 0.04% | −3,226−11.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,825 | $14.1M | 2.68% | +891+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 24,826 | $14.1M | 0.11% | +488+2.0% | Added |
| Mesirow Financial Investment Management, Inc. | 25,464 | $14.4M | 0.28% | −1,252−4.7% | Reduced |
| Simmons Bank | 25,606 | $14.5M | 1.03% | −1,110−4.2% | Reduced |
| Commerce Bank | 26,454 | $15.0M | 0.09% | +165+0.6% | Added |
| M&T Bank Corp | 27,098 | $15.4M | 0.05% | −2,915−9.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,377 | $15.5M | 0.05% | −204−0.7% | Reduced |
| Youngs Advisory Group, Inc. | 28,354 | $16.1M | 6.11% | +333+1.2% | Added |
| Serenus Wealth Advisors, LLC | 28,879 | $16.4M | 2.78% | −2,044−6.6% | Reduced |
| Madison Asset Management, LLC | 29,164 | $16.5M | 0.18% | −5,740−16.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,579 | $16.8M | 2.89% | −15,888−34.9% | Reduced |
| EP Wealth Advisors, LLC | 29,627 | $16.8M | 0.11% | −1,684−5.4% | Reduced |
| Qube Research & Technologies Ltd | 29,707 | $16.8M | 0.02% | −84,985−74.1% | Reduced |
| Huntington National Bank | – | $17.2M | 0.11% | – | – |
| Curbstone Financial Management Corp | 30,806 | $17.5M | 3.58% | +1,000+3.4% | Added |
| Waldron Private Wealth LLC | 30,898 | $17.5M | 0.76% | −4,136−11.8% | Reduced |
| FMR LLC | 31,265 | $17.7M | 0.00% | +822+2.7% | Added |
| Kestra Advisory Services, LLC | 31,519 | $17.9M | 0.09% | +1,892+6.4% | Added |
| Tandem Wealth Advisors LLC | 31,828 | $18.0M | 8.92% | +2,577+8.8% | Added |
| Hancock Whitney Corp | 31,936 | $18.1M | 0.35% | +2,684+9.2% | Added |
| Trustmark National Bank Trust Department | 32,237 | $18.3M | 1.26% | −53−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 32,936 | $18.7M | 0.39% | −204−0.6% | Reduced |
| Steele Capital Management, Inc. | 33,507 | $19.0M | 0.91% | −369−1.1% | Reduced |
| 1st Source Bank | 36,139 | $20.5M | 1.13% | +119+0.3% | Added |
| Johnson Investment Counsel Inc | 36,411 | $20.6M | 0.19% | +95+0.3% | Added |
| RMB Capital Management, LLC | 37,933 | $21.6M | 0.41% | +9,571+33.7% | Added |
| Basswood Capital Management, L.L.C. | 38,082 | $21.6M | 1.07% | +38,082 | New |
| Lido Advisors, LLC | 38,084 | $21.6M | 0.11% | −316−0.8% | Reduced |
| Jane Street Group, LLC | 38,273 | $21.7M | 0.03% | +34,828+1,011.0% | Added |
| Bessemer Group Inc | 39,232 | $22.2M | 0.04% | −1,094−2.7% | Reduced |
| BlackRock, Inc. | 39,525 | $22.4M | 0.00% | −12,829−24.5% | Reduced |
| Conning Inc. | 40,185 | $22.8M | 0.78% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 41,988 | $23.8M | 0.40% | +12,157+40.8% | Added |
| Klingman & Associates, LLC | 42,378 | $24.0M | 1.32% | +180.0% | Added |
| LCM Capital Management Inc | 43,891 | $24.9M | 12.92% | +104+0.2% | Added |
| Comerica Bank | 44,311 | $25.1M | 0.10% | −9,687−17.9% | Reduced |
| Cumberland Advisors Inc | 44,702 | $25.3M | 10.65% | −3,735−7.7% | Reduced |
| Chicago Partners Investment Group LLC | 44,902 | $26.4M | 0.76% | +522+1.2% | Added |
| Clearstead Advisors, LLC | 47,015 | $26.6M | 0.37% | −4,705−9.1% | Reduced |
| IFG Advisors, LLC | 48,003 | $27.2M | 4.57% | +1,606+3.5% | Added |
| MetLife Investment Management | 48,400 | $27.4M | 0.16% | −29,800−38.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 49,323 | $27.9M | 3.30% | +15,000+43.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $28.3M | 0.06% | +50,000 | New |
| Janney Montgomery Scott LLC | 50,104 | $28.4M | 0.07% | +8,239+19.7% | Added |
| Crewe Advisors LLC | 50,435 | $28.6M | 4.04% | −518−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 50,794 | $28.8M | 0.06% | +2,070+4.2% | Added |
| Heritage Investors Management Corp | 50,907 | $28.8M | 0.91% | −562−1.1% | Reduced |
| Baird Financial Group, Inc. | 51,176 | $29.0M | 0.05% | −571−1.1% | Reduced |
| Granite Bay Wealth Management, LLC | 51,486 | $29.2M | 9.37% | +1,088+2.2% | Added |
| Oldfather Financial Services, LLC | 53,275 | $30.2M | 10.37% | +1,353+2.6% | Added |
| Peapack Gladstone Financial Corp | 53,596 | $30.4M | 0.43% | −123−0.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 55,382 | $31.4M | 1.38% | +55,382 | New |
| SCS Capital Management LLC | 55,547 | $31.5M | 0.35% | −5,958−9.7% | Reduced |
| Pinnacle Associates Ltd | 59,147 | $33.5M | 0.49% | −3,604−5.7% | Reduced |
| Massmutual Trust Co FSB | 60,125 | $34.1M | 0.91% | −127−0.2% | Reduced |
| Smith, Moore & Co. | 60,296 | $34.2M | 2.87% | −196−0.3% | Reduced |
| Citizens Financial Group Inc | 60,781 | $34.4M | 0.55% | +14,336+30.9% | Added |
| Ascent Wealth Partners, LLC | 61,813 | $35.0M | 4.32% | +503+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 61,808 | $35.1M | 0.49% | +100+0.2% | Added |
| Midwest Trust Co | 64,215 | $36.4M | 0.50% | +64,215 | New |
| Whittier Trust Co of Nevada Inc | 68,066 | $38.6M | 0.87% | +334+0.5% | Added |
| Portland Global Advisors LLC | 68,185 | $38.6M | 4.55% | −1,116−1.6% | Reduced |
| Cetera Investment Advisers | 69,133 | $39.2M | 0.07% | +6,510+10.4% | Added |
| Pittenger & Anderson Inc | 69,817 | $39.5M | 1.45% | −258−0.4% | Reduced |
| Divergent Planning, LLC | 70,243 | $40.3M | 11.91% | +3,741+5.6% | Added |
| Captrust Financial Advisors | 73,269 | $41.5M | 0.09% | −2,591−3.4% | Reduced |