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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 537 | $304.5K | 0.14% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 536 | $304.6K | 0.03% | −39−6.8% | Reduced |
| Wedmont Private Capital | 524 | $304.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 540 | $305.9K | 0.05% | 00.0% | Unchanged |
| Legacy Trust | 541 | $306.5K | 0.08% | −550−50.4% | Reduced |
| Novare Capital Management LLC | 541 | $306.5K | 0.02% | −50−8.5% | Reduced |
| Bank of Jackson Hole Trust | 541 | $306.5K | 0.17% | +19+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 541 | $306.5K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 541 | $306.5K | 0.02% | +541 | New |
| TD Asset Management Inc | 542 | $307.0K | 0.00% | 00.0% | Unchanged |
| Cortland Associates Inc | 544 | $308.0K | 0.04% | +2+0.4% | Added |
| Heritage Trust Co | 544 | $308.2K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 544 | $308.4K | 0.01% | −38−6.5% | Reduced |
| WP Advisors, LLC | 550 | $311.4K | 0.09% | −147−21.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $311.6K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 554 | $313.8K | 0.02% | +106+23.7% | Added |
| Anchor Capital Advisors LLC | 555 | $314.4K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 556 | $315.0K | 0.01% | +117+26.7% | Added |
| High Net Worth Advisory Group LLC | 559 | $316.7K | 0.08% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 559 | $316.7K | 0.01% | +12+2.2% | Added |
| Walleye Capital LLC | 560 | $317.2K | 0.00% | +560 | New |
| Park Avenue Securities LLC | 562 | $318.0K | 0.00% | +143+34.1% | Added |
| NWF Advisory Services Inc. | 562 | $318.4K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 563 | $318.9K | 0.16% | −7−1.2% | Reduced |
| Financial Counselors Inc | 570 | $322.9K | 0.46% | −65,030−99.1% | Reduced |
| Northeast Planning Associates, Inc. | 570 | $322.9K | 0.30% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $325.7K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $326.3K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 575 | $326.8K | 0.03% | 00.0% | Unchanged |
| REDW Wealth LLC | 577 | $327.1K | 0.13% | −107−15.6% | Reduced |
| Visionary Wealth Advisors | 578 | $327.2K | 0.02% | −19−3.2% | Reduced |
| Dohj, LLC | 650 | $330.9K | 0.10% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 585 | $331.4K | 0.16% | 00.0% | Unchanged |
| Berkeley, Inc | 586 | $332.0K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 589 | $333.9K | 0.06% | −1−0.2% | Reduced |
| Well Done, LLC | 590 | $334.2K | 0.06% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 595 | $337.1K | 0.05% | −80−11.9% | Reduced |
| Waters Parkerson & Co., LLC | 595 | $337.1K | 0.02% | +45+8.2% | Added |
| Corsair Capital Management, L.P. | 597 | $338.2K | 0.06% | −599−50.1% | Reduced |
| Sonora Investment Management Group, LLC | 599 | $339.3K | 0.03% | +599 | New |
| Sym Financial Corp | 600 | $339.9K | 0.04% | −3−0.5% | Reduced |
| TriaGen Wealth Management LLC | 600 | $339.9K | 0.10% | 00.0% | Unchanged |
| Summa Corp. | 600 | $339.9K | 0.18% | +600 | New |
| Scarborough Advisors, LLC | 603 | $341.5K | 0.07% | −11−1.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 601 | $341.5K | 0.03% | +601 | New |
| SPC Financial, Inc. | 603 | $341.6K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $341.6K | 0.17% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 607 | $343.9K | 0.01% | +165+37.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 607 | $344.6K | 0.04% | +61+11.2% | Added |
| XY Planning Network, Inc. | 609 | $344.8K | 0.12% | −35−5.4% | Reduced |
| Shaker Investments LLC | 610 | $345.8K | 0.14% | +1+0.2% | Added |
| Jennison Associates LLC | 611 | $346.0K | 0.00% | −1,461−70.5% | Reduced |
| Pandora Wealth, Inc. | 613 | $347.3K | 0.21% | 00.0% | Unchanged |
| Optima Capital LLC | 617 | $350.7K | 0.19% | 00.0% | Unchanged |
| South State Corp. | 622 | $352.2K | 0.02% | −68−9.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 620 | $356.9K | 0.17% | −49−7.3% | Reduced |
| Claro Advisors LLC | 630 | $357.1K | 0.06% | +630 | New |
| CM Wealth Advisors LLC | 629 | $357.4K | 0.11% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 635 | $359.5K | 0.25% | +635 | New |
| Parallel Advisors, LLC | 635 | $359.6K | 0.01% | −146−18.7% | Reduced |
| Asset Planning Corporation | 635 | $359.7K | 0.19% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 637 | $360.8K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 638 | $361.4K | 0.05% | −30−4.5% | Reduced |
| Larson Financial Group LLC | 639 | $362.2K | 0.01% | −37−5.5% | Reduced |
| CX Institutional | 645 | $365.0K | 0.01% | −1,290−66.7% | Reduced |
| Boston Trust Walden Corp | 645 | $365.4K | 0.00% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 645 | $365.4K | 0.03% | +85+15.2% | Added |
| Ledyard National Bank | 647 | $366.5K | 0.03% | 00.0% | Unchanged |
| Betterment LLC | 650 | $368.0K | 0.00% | +28+4.5% | Added |
| Wilkins Investment Counsel Inc | 650 | $368.2K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $368.2K | 0.15% | 00.0% | Unchanged |
| Asset Dedication, LLC | 653 | $369.9K | 0.03% | +100+18.1% | Added |
| First Financial Bankshares Inc | 654 | $370.5K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $371.0K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 657 | $372.2K | 0.02% | +22+3.5% | Added |
| Tyler-Stone Wealth Management | 658 | $372.7K | 0.06% | −30−4.4% | Reduced |
| Bridges Investment Management Inc | 660 | $373.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $373.9K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 662 | $375.0K | 0.03% | +6+0.9% | Added |
| Strategic Financial Concepts, LLC | 665 | $376.6K | 0.05% | −139−17.3% | Reduced |
| ArborFi Advisors, LLC | 665 | $376.7K | 0.33% | −67−9.2% | Reduced |
| Wealth Alliance | 665 | $376.7K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 673 | $381.2K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 673 | $381.4K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $381.5K | 0.15% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 675 | $382.4K | 0.04% | −20−2.9% | Reduced |
| CRA Financial Services, LLC | 679 | $384.6K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 682 | $386.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 683 | $386.9K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 683 | $387.1K | 0.00% | −14−2.0% | Reduced |
| Progressive Investment Management Corp | 685 | $388.0K | 0.10% | −114−14.3% | Reduced |
| Seven Mile Advisory | 687 | $389.2K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 687 | $389.2K | 0.05% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 689 | $390.3K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $390.3K | 0.18% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 690 | $390.9K | 0.15% | −4−0.6% | Reduced |
| NewEdge Wealth, LLC | 692 | $395.3K | 0.01% | −392−36.2% | Reduced |
| Mathes Company, Inc. | 700 | $397.0K | 0.15% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $397.1K | 0.26% | 00.0% | Unchanged |
| Norden Group LLC | 701 | $397.1K | 0.04% | −22−3.0% | Reduced |