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 |
|---|---|---|---|---|---|
| Accredited Wealth Management, LLC | 155 | $88.1K | 0.07% | −9−5.5% | Reduced |
| TD Capital Management LLC | 156 | $88.4K | 0.01% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 157 | $88.9K | 0.04% | +157 | New |
| Indiana Trust & Investment Management CO | 164 | $92.9K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $92.9K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 168 | $95.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $97.4K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 180 | $102.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $102.0K | 0.01% | −5−2.7% | Reduced |
| Bernard Wealth Management Corp. | 181 | $102.5K | 0.05% | −100−35.6% | Reduced |
| American National Bank | 182 | $103.1K | 0.01% | −32−15.0% | Reduced |
| Vermillion Wealth Management, Inc. | 188 | $106.5K | 0.05% | −14−6.9% | Reduced |
| Russell Investments Group, Ltd. | 189 | $107.2K | 0.00% | −1−0.5% | Reduced |
| Assetmark, Inc | 190 | $107.6K | 0.00% | +31+19.5% | Added |
| Riggs Asset Managment Co. Inc. | 196 | $111.0K | 0.03% | −427−68.5% | Reduced |
| Mascoma Wealth Management LLC | 198 | $112.2K | 0.03% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $113.1K | 0.06% | +200 | New |
| Foster Dykema Cabot & Partners, LLC | 205 | $116.5K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 210 | $118.8K | 0.09% | −3−1.4% | Reduced |
| Sunbelt Securities, Inc. | 215 | $122.3K | 0.01% | +25+13.2% | Added |
| DAGCO, Inc. | 227 | $128.6K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 227 | $128.6K | 0.02% | +227 | New |
| City Holding Co | 240 | $136.0K | 0.02% | +150+166.7% | Added |
| Maseco LLP | 241 | $136.6K | 0.01% | +241 | New |
| Longview Financial Advisors LLC | 244 | $138.2K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $142.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 252 | $142.6K | 0.01% | +79+45.7% | Added |
| Archer Investment Corp | 257 | $145.4K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 259 | $146.7K | 0.05% | −9−3.4% | Reduced |
| Fairman Group, LLC | 272 | $154.6K | 0.13% | +1+0.4% | Added |
| Umb Bank N A | 285 | $161.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 296 | $167.7K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 298 | $168.8K | 0.12% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $169.9K | 0.14% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 304 | $172.4K | 0.06% | +1+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 309 | $175.0K | 0.01% | +309 | New |
| Operose Advisors LLC | 329 | $186.4K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 332 | $188.1K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 334 | $189.1K | 0.02% | +1+0.3% | Added |
| National Bank of Canada | 339 | $192.1K | 0.00% | −80−19.1% | Reduced |
| Nordwand Advisors, LLC | 342 | $193.7K | 0.03% | +342 | New |
| CNB Bank | 344 | $194.9K | 0.09% | 00.0% | Unchanged |
| Pingora Partners LLC | 350 | $198.3K | 0.15% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $198.8K | 0.01% | 00.0% | Unchanged |
| Univest Financial Corp | 354 | $200.5K | 0.01% | +354 | New |
| Harbor Investment Advisory, LLC | 355 | $201.1K | 0.02% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 357 | $202.2K | 0.05% | −120−25.2% | Reduced |
| Pachira Investments Inc. | 359 | $203.4K | 0.15% | −66−15.5% | Reduced |
| Stonekeep Investments, LLC | 359 | $203.4K | 0.14% | +359 | New |
| Lumbard & Kellner, LLC | 360 | $203.9K | 0.09% | +360 | New |
| BlueChip Wealth Advisors LLC | 361 | $204.5K | 0.09% | +361 | New |
| Integrity Alliance, LLC. | 363 | $205.6K | 0.01% | +363 | New |
| Cora Capital Advisors LLC | 363 | $205.6K | 0.09% | +363 | New |
| Lifestyle Asset Management, Inc. | 364 | $206.2K | 0.10% | +364 | New |
| Mystic Asset Management, Inc. | 364 | $206.2K | 0.05% | +364 | New |
| Lowery Thomas, LLC | 367 | $208.0K | 0.13% | +367 | New |
| Jacobs & Co | 370 | $209.0K | 0.02% | +370 | New |
| Patten & Patten Inc | 370 | $209.6K | 0.01% | +370 | New |
| Northeast Investment Management | 372 | $210.7K | 0.01% | +372 | New |
| Stokes Family Office, LLC | 372 | $210.7K | 0.02% | +372 | New |
| Atwood & Palmer Inc | 373 | $211.0K | 0.01% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 373 | $211.3K | 0.04% | −96−20.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 377 | $213.0K | 0.09% | +19+5.3% | Added |
| One Charles Private Wealth Services, LLC | 377 | $213.6K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 378 | $214.1K | 0.02% | +378 | New |
| Aspen Grove Capital, LLC | 377 | $214.9K | 0.04% | +377 | New |
| Breakwater Investment Management | 380 | $215.3K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 381 | $215.9K | 0.02% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 381 | $216.0K | 0.12% | +381 | New |
| Investment Partners, Ltd. | 383 | $217.0K | 0.08% | 00.0% | Unchanged |
| Private Capital Management, LLC | 385 | $218.1K | 0.02% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 386 | $218.5K | 0.16% | +386 | New |
| BTG Pactual Asset Management US LLC | 410 | $218.7K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 387 | $219.9K | 0.01% | +10+2.7% | Added |
| Accurate Wealth Management, LLC | 378 | $220.3K | 0.03% | −41−9.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 391 | $221.3K | 0.04% | +1+0.3% | Added |
| IAG Wealth Partners, LLC | 392 | $222.1K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 393 | $222.5K | 0.06% | −41−9.4% | Reduced |
| Keudell/Morrison Wealth Management | 394 | $223.2K | 0.05% | −309−44.0% | Reduced |
| First American Trust, FSB | 395 | $223.8K | 0.02% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 395 | $223.8K | 0.25% | +1+0.3% | Added |
| Contravisory Investment Management, Inc. | 395 | $224.0K | 0.04% | −131−24.9% | Reduced |
| Magnus Financial Group LLC | 396 | $224.2K | 0.02% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 397 | $224.9K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 399 | $226.2K | 0.02% | −52−11.5% | Reduced |
| Hoese & Co LLP | 400 | $226.6K | 0.18% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $226.6K | 0.05% | −200−33.3% | Reduced |
| Boston Common Asset Management, LLC | 400 | $226.6K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 400 | $226.6K | 0.13% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $226.6K | 0.02% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $226.6K | 0.15% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $226.6K | 0.15% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $227.0K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 426 | $227.3K | 0.02% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $228.9K | 0.21% | 00.0% | Unchanged |
| Grassi Investment Management | 404 | $229.0K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 406 | $229.7K | 0.03% | +1+0.2% | Added |
| Financial Advisory Corp | 407 | $230.6K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 405 | $232.3K | 0.08% | +5+1.3% | Added |
| Trust Co | 411 | $232.8K | 0.03% | 00.0% | Unchanged |