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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 73,872 | $41.9M | 0.07% | +300+0.4% | Added |
| Henshaw Capital LLC | 75,050 | $42.5M | 1.69% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 77,053 | $43.6M | 0.01% | +641+0.8% | Added |
| Ameriprise Financial Inc | 77,255 | $43.7M | 0.01% | +8,051+11.6% | Added |
| Blair William & Co | 78,366 | $44.4M | 0.12% | +2,685+3.5% | Added |
| Colony Group, LLC | 80,814 | $45.8M | 0.10% | −2,344−2.8% | Reduced |
| Squarepoint Ops LLC | 82,480 | $46.7M | 0.10% | +48,145+140.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 80,953 | $47.1M | 0.08% | −677−0.8% | Reduced |
| Washington Trust Co | 88,255 | $50.0M | 1.77% | −53−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 90,942 | $51.5M | 1.18% | +90,942 | New |
| Commonwealth Equity Services, LLC | 101,557 | $57.5M | 0.08% | −5,276−4.9% | Reduced |
| SG Americas Securities, LLC | 104,840 | $59.4M | 0.26% | −103,005−49.6% | Reduced |
| Mariner, LLC | 105,365 | $59.7M | 0.09% | +3,821+3.8% | Added |
| Montag A & Associates Inc | 105,494 | $60.0M | 2.92% | −1,949−1.8% | Reduced |
| Stifel Financial Corp | 106,069 | $60.1M | 0.06% | −6,081−5.4% | Reduced |
| HRT Financial LP | 108,920 | $61.7M | 0.27% | +105,961+3,581.0% | Added |
| Brown Advisory Inc | 118,721 | $67.3M | 0.09% | +543+0.5% | Added |
| Hills Bank & Trust Co | 119,169 | $67.5M | 4.25% | −1,187−1.0% | Reduced |
| FineMark National Bank & Trust | 122,014 | $69.1M | 2.35% | −2,036−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 122,461 | $69.4M | 0.17% | −95,523−43.8% | Reduced |
| Truist Financial Corp | 122,839 | $69.6M | 0.10% | +5,455+4.6% | Added |
| Cerity Partners LLC | 128,923 | $73.0M | 0.13% | −3,164−2.4% | Reduced |
| Whittier Trust Co | 132,647 | $75.1M | 0.91% | −2,955−2.2% | Reduced |
| Susquehanna International Group, LLP | 139,508 | $79.0M | 0.12% | +88,317+172.5% | Added |
| Waddell & Associates, LLC | 143,568 | $81.3M | 8.68% | +1,980+1.4% | Added |
| Welch & Forbes LLC | 169,447 | $96.0M | 1.20% | −437−0.3% | Reduced |
| Bank of New York Mellon Corp | 172,008 | $97.4M | 0.02% | +2,531+1.5% | Added |
| LPL Financial LLC | 172,211 | $97.6M | 0.03% | +14,175+9.0% | Added |
| BNP Paribas Arbitrage, SA | 203,192 | $115.1M | 0.09% | −55,645−21.5% | Reduced |
| Conservest Capital Advisors, Inc. | 218,195 | $123.6M | 12.21% | −4,715−2.1% | Reduced |
| HighTower Advisors, LLC | 224,683 | $127.3M | 0.16% | +7,316+3.4% | Added |
| Arvest Bank Trust Division | 231,924 | $131.4M | 7.66% | +772+0.3% | Added |
| CI Private Wealth, LLC | 239,454 | $135.6M | 0.20% | −5,024−2.1% | Reduced |
| MAI Capital Management | 249,015 | $141.1M | 0.98% | +4,630+1.9% | Added |
| Creative Planning | 263,805 | $149.4M | 0.13% | −59,832−18.5% | Reduced |
| Alliancebernstein L.P. | 264,972 | $150.1M | 0.05% | +10,801+4.2% | Added |
| JPMorgan Chase & Co | 415,574 | $235.4M | 0.02% | −13,791−3.2% | Reduced |
| Royal Bank of Canada | 437,496 | $247.8M | 0.05% | +73,138+20.1% | Added |
| Bank of Montreal | 500,851 | $283.7M | 0.14% | +1,910+0.4% | Added |
| Raymond James Financial Inc | 526,538 | $298.3M | 0.10% | −27,400−4.9% | Reduced |
| UBS Group AG | 610,592 | $345.9M | 0.07% | −61,199−9.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 613,019 | $347.3M | 0.25% | +36,384+6.3% | Added |
| Moore Capital Management, LP | 633,725 | $359.0M | 7.16% | +267,800+73.2% | Added |
| The PNC Financial Services Group, Inc. | 723,545 | $409.9M | 0.26% | −21,151−2.8% | Reduced |
| Goldman Sachs Group Inc | 867,700 | $491.5M | 0.08% | +236,056+37.4% | Added |
| Pathstone Holdings, LLC | 897,244 | $507.3M | 2.01% | −6,503−0.7% | Reduced |
| US Bancorp | 1,015,783 | $575.4M | 0.72% | −19,868−1.9% | Reduced |
| Northern Trust Corp | 1,100,679 | $623.5M | 0.09% | −15,488−1.4% | Reduced |
| Wells Fargo & Company | 1,261,666 | $714.7M | 0.16% | −26,357−2.0% | Reduced |
| Morgan Stanley | 1,322,032 | $748.9M | 0.05% | +270,488+25.7% | Added |
| Bank of America Corp | 2,237,977 | $1.27B | 0.10% | −15,716−0.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −86,698−100.0% | Sold out |
| Starr Indemnity & Liability Co | 0 | $0 | 0.00% | −67,400−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −46,240−100.0% | Sold out |
| C V Starr & Co Inc | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −40,210−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −18,520−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,308−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,911−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Ashford Advisors, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Ghe, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Tudor Financial Inc. | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| John W. Brooker & Co., CPAs | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |