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 |
|---|---|---|---|---|---|
| Black Diamond Financial, LLC | 702 | $397.7K | 0.06% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $398.2K | 0.32% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 705 | $399.4K | 0.15% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $399.9K | 0.19% | 00.0% | Unchanged |
| Field & Main Bank | 713 | $403.9K | 0.13% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 715 | $405.0K | 0.03% | −20−2.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 715 | $405.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 716 | $405.6K | 0.04% | −75−9.5% | Reduced |
| Measured Risk Portfolios, Inc. | 716 | $405.6K | 0.45% | +19+2.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 717 | $406.2K | 0.04% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 717 | $406.2K | 0.09% | +34+5.0% | Added |
| Concurrent Investment Advisors, LLC | 719 | $407.1K | 0.01% | −178−19.8% | Reduced |
| PFG Investments, LLC | 723 | $409.4K | 0.02% | −45−5.9% | Reduced |
| Elios Financial Group Inc. | 724 | $410.2K | 0.19% | −26−3.5% | Reduced |
| Ardent Capital Management, Inc. | 730 | $413.5K | 0.20% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 730 | $413.5K | 0.05% | +104+16.6% | Added |
| Man Group plc | 733 | $415.2K | 0.00% | +633+633.0% | Added |
| Gladstone Institutional Advisory LLC | 734 | $415.8K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 735 | $416.4K | 0.11% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 733 | $416.6K | 0.05% | −4−0.5% | Reduced |
| Dentgroup LLC | 744 | $421.5K | 0.29% | +236+46.5% | Added |
| Rodgers Brothers Inc. | 748 | $423.7K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 750 | $424.9K | 0.13% | 00.0% | Unchanged |
| Finivi Inc. | 755 | $427.9K | 0.29% | +112+17.4% | Added |
| Umpqua Bank | 739 | $428.1K | 0.13% | +739 | New |
| North Star Asset Management Inc | 757 | $428.8K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 755 | $429.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 758 | $429.4K | 0.08% | −137−15.3% | Reduced |
| Maxele Advisors, LLC | 758 | $429.4K | 0.37% | −32−4.1% | Reduced |
| Capital Advisors, Ltd. LLC | 759 | $430.0K | 0.05% | −55−6.8% | Reduced |
| Wealth Architects, LLC | 763 | $432.2K | 0.04% | −1−0.1% | Reduced |
| United Community Bank | 766 | $433.9K | 0.15% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 767 | $434.5K | 0.21% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 770 | $436.2K | 0.20% | +770 | New |
| Objectivity Squared, LLC | 776 | $439.5K | 0.30% | +2+0.3% | Added |
| Founders Grove Wealth Partners, LLC | 779 | $441.3K | 0.11% | +1+0.1% | Added |
| Summit Place Financial Advisors, LLC | 780 | $441.9K | 0.22% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $441.9K | 0.22% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 783 | $443.8K | 0.05% | −49−5.9% | Reduced |
| Optivise Advisory Services LLC | 785 | $444.7K | 0.23% | +166+26.8% | Added |
| Cullen/Frost Bankers, Inc. | 788 | $446.4K | 0.01% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 791 | $448.1K | 0.24% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 797 | $451.5K | 0.03% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 797 | $451.5K | 0.03% | +797 | New |
| Roof Eidam & Maycock | 798 | $452.1K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $452.1K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $452.6K | 0.07% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $453.2K | 0.08% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $453.2K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 804 | $455.4K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 804 | $455.9K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 807 | $457.1K | 0.35% | −28−3.4% | Reduced |
| Parcion Private Wealth LLC | 810 | $458.8K | 0.03% | 00.0% | Unchanged |
| Seascape Capital Management | 818 | $463.0K | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 819 | $464.1K | 0.05% | −1,583−65.9% | Reduced |
| Apollon Financial, LLC | 829 | $469.4K | 0.10% | +12+1.5% | Added |
| WSFS Capital Management, LLC | 829 | $469.6K | 0.03% | +829 | New |
| Harbour Investment Management LLC | 833 | $473.5K | 0.20% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $474.5K | 0.06% | 00.0% | Unchanged |
| Abound Financial, LLC | 839 | $475.3K | 0.21% | −25−2.9% | Reduced |
| Optimum Investment Advisors | 840 | $475.8K | 0.21% | 00.0% | Unchanged |
| Platform Technology Partners | 841 | $476.4K | 0.12% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 841 | $476.4K | 0.16% | 00.0% | Unchanged |
| Rise Advisors, LLC | 846 | $479.2K | 0.19% | +62+7.9% | Added |
| Keystone Global Partners, LLC | 848 | $480.4K | 0.26% | −219−20.5% | Reduced |
| Duncker Streett & Co Inc | 849 | $481.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 849 | $481.1K | 0.01% | −13−1.5% | Reduced |
| Denver Wealth Management, Inc. | 851 | $482.1K | 0.20% | −1−0.1% | Reduced |
| Litman Gregory Asset Management LLC | 852 | $482.6K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 854 | $483.6K | 0.01% | +241+39.3% | Added |
| Cardiff Park Advisors, LLC | 855 | $484.2K | 0.04% | +1+0.1% | Added |
| Rockline Wealth Management, LLC | 855 | $484.3K | 0.11% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 855 | $484.4K | 0.08% | +6+0.7% | Added |
| Montis Financial, LLC | 857 | $485.4K | 0.13% | −4−0.5% | Reduced |
| Mairs & Power Inc | 865 | $490.0K | 0.00% | +865 | New |
| McCarthy & Cox | 867 | $490.9K | 0.13% | −30−3.3% | Reduced |
| Naviter Wealth, LLC | 866 | $492.1K | 0.06% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $493.5K | 0.16% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $494.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $495.0K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 843 | $495.5K | 0.01% | +4+0.5% | Added |
| Truepoint, Inc. | 876 | $496.2K | 0.01% | −400−31.3% | Reduced |
| Guyasuta Investment Advisors Inc | 878 | $497.2K | 0.03% | +8+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 880 | $498.6K | 0.04% | −43−4.7% | Reduced |
| Midland Wealth Advisors LLC | 881 | $499.1K | 0.03% | −155−15.0% | Reduced |
| Forum Financial Management, LP | 885 | $501.5K | 0.01% | +235+36.2% | Added |
| Glenview Trust Co | 887 | $502.5K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 887 | $502.5K | 0.05% | −28−3.1% | Reduced |
| Creekside Partners | 894 | $506.2K | 0.24% | +2+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 897 | $508.1K | 0.12% | −246−21.5% | Reduced |
| Bragg Financial Advisors, Inc | 899 | $509.4K | 0.02% | −20−2.2% | Reduced |
| Vertex Planning Partners, LLC | 900 | $509.9K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 902 | $511.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 904 | $512.1K | 0.01% | +243+36.8% | Added |
| Eagle Global Advisors LLC | 905 | $512.7K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 905 | $512.7K | 0.08% | −33−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 906 | $513.3K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 913 | $517.2K | 0.32% | +82+9.9% | Added |
| Connors Investor Services Inc | 915 | $518.3K | 0.05% | 00.0% | Unchanged |
| Apeiron RIA LLC | 917 | $519.7K | 0.13% | +43+4.9% | Added |