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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 412 | $233.8K | 0.05% | −39−8.6% | Reduced |
| Ritholtz Wealth Management | 418 | $236.8K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 421 | $238.5K | 0.00% | −465−52.5% | Reduced |
| Cynosure Management, LLC | 421 | $238.5K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 416 | $239.9K | 0.04% | −23−5.2% | Reduced |
| Unified Investment Management | 425 | $240.8K | 0.26% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $240.8K | 0.02% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 427 | $241.9K | 0.15% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 428 | $242.3K | 0.19% | +428 | New |
| Federation des caisses Desjardins du Quebec | 428 | $242.5K | 0.00% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $243.6K | 0.08% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 430 | $243.6K | 0.10% | −44−9.3% | Reduced |
| First Pacific Financial | 431 | $244.1K | 0.04% | −17−3.8% | Reduced |
| William Mack & Associates, Inc. | 431 | $244.2K | 0.16% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 426 | $244.4K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 433 | $245.0K | 0.04% | +433 | New |
| Clune & Associates, Ltd. | 435 | $246.2K | 0.07% | +435 | New |
| Fermata Advisors, LLC | 435 | $246.2K | 0.07% | +1+0.2% | Added |
| Vivaldi Capital Management, LLC | 436 | $246.8K | 0.04% | +1+0.2% | Added |
| Symphony Financial, Ltd. Co. | 426 | $247.0K | 0.03% | +426 | New |
| Signaturefd, LLC | 436 | $247.0K | 0.00% | −155−26.2% | Reduced |
| IHT Wealth Management, LLC | 440 | $249.3K | 0.01% | −28−6.0% | Reduced |
| Heritage Wealth Management, Inc. | 440 | $249.4K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $251.0K | 0.19% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $252.1K | 0.03% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 445 | $252.3K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 447 | $253.2K | 0.10% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $253.8K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 448 | $253.8K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 449 | $254.3K | 0.07% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $254.9K | 0.05% | −21−4.5% | Reduced |
| Exeter Financial, LLC | 450 | $254.9K | 0.11% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $256.5K | 0.05% | 00.0% | Unchanged |
| Sapient Capital LLC | 457 | $259.7K | 0.00% | −155−25.3% | Reduced |
| Investment Advisory Services Inc | 460 | $260.6K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $260.6K | 0.09% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 460 | $260.6K | 0.11% | +32+7.5% | Added |
| Tradition Wealth Management, LLC | 461 | $261.0K | 0.02% | −5−1.1% | Reduced |
| Parkside Advisors LLC | 460 | $261.4K | 0.06% | +460 | New |
| Aspen Investment Management Inc | 463 | $262.0K | 0.11% | −2,368−83.6% | Reduced |
| Cadinha & Co LLC | 463 | $262.3K | 0.04% | −279−37.6% | Reduced |
| Root Financial Partners, LLC | 465 | $263.2K | 0.03% | +1+0.2% | Added |
| Bensler, LLC | 465 | $263.4K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 466 | $263.9K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $264.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 468 | $265.1K | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 469 | $265.7K | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $266.0K | 0.24% | 00.0% | Unchanged |
| Mendel Money Management | 470 | $266.2K | 0.12% | −27−5.4% | Reduced |
| CapWealth Advisors, LLC | 471 | $266.8K | 0.03% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 473 | $267.9K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 474 | $268.7K | 0.02% | −29−5.8% | Reduced |
| Hanson & Doremus Investment Management | 475 | $269.0K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 475 | $269.1K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 475 | $269.1K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $269.6K | 0.11% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 480 | $272.1K | 0.03% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 481 | $272.7K | 0.16% | +481 | New |
| Keel Point, LLC | 483 | $273.4K | 0.02% | +23+5.0% | Added |
| Tranquility Partners, LLC | 483 | $273.6K | 0.10% | +91+23.2% | Added |
| Nicholas Hoffman & Company, LLC. | 483 | $273.6K | 0.01% | +100+26.1% | Added |
| LRI Investments, LLC | 484 | $274.4K | 0.02% | +160+49.4% | Added |
| BFSG, LLC | 485 | $274.7K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $274.7K | 0.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 486 | $275.3K | 0.00% | −3,034−86.2% | Reduced |
| Essex Savings Bank | 487 | $275.9K | 0.07% | +72+17.3% | Added |
| Confluence Wealth Services, Inc. | 489 | $277.0K | 0.02% | +489 | New |
| Nations Financial Group Inc, | 490 | $277.9K | 0.02% | +26+5.6% | Added |
| Burney Co | 492 | $278.7K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 492 | $278.7K | 0.01% | −77−13.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 493 | $279.3K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 495 | $280.2K | 0.10% | +495 | New |
| Apexium Financial, LP | 496 | $281.0K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $283.2K | 0.03% | −8−1.6% | Reduced |
| Fusion Family Wealth LLC | 500 | $283.2K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 500 | $283.2K | 0.00% | −1−0.2% | Reduced |
| Delap Wealth Advisory, LLC | 503 | $284.9K | 0.14% | 00.0% | Unchanged |
| Charter Trust Co | 504 | $285.5K | 0.02% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 505 | $286.1K | 0.08% | −30−5.6% | Reduced |
| KWMG, LLC | 508 | $287.8K | 0.03% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 510 | $288.9K | 0.14% | −10−1.9% | Reduced |
| Northeast Financial Consultants Inc | 513 | $290.6K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 514 | $290.6K | 0.07% | +2+0.4% | Added |
| Maven Securities LTD | 514 | $291.2K | 0.08% | +514 | New |
| Libra Wealth LLC | 515 | $291.7K | 0.10% | 00.0% | Unchanged |
| Camden National Bank | 516 | $292.3K | 0.04% | 00.0% | Unchanged |
| JSF Financial, LLC | 518 | $293.4K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 518 | $293.4K | 0.03% | +53+11.4% | Added |
| Wealthcare Capital Management LLC | 519 | $294.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $294.6K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $295.7K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 523 | $296.0K | 0.03% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 523 | $296.3K | 0.20% | −14−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $296.3K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $296.8K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 524 | $296.8K | 0.02% | −15−2.8% | Reduced |
| Annex Advisory Services, LLC | 526 | $297.9K | 0.01% | −21−3.8% | Reduced |
| Medallion Wealth Advisors, LLC | 520 | $298.6K | 0.12% | +1+0.2% | Added |
| Empirical Asset Management, LLC | 531 | $300.6K | 0.09% | −73−12.1% | Reduced |
| Evergreen Capital Management LLC | 533 | $303.1K | 0.01% | 00.0% | Unchanged |