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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 920 | $521.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 925 | $524.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $524.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 926 | $524.7K | 0.01% | −19−2.0% | Reduced |
| Eagle Strategies LLC | 931 | $527.6K | 0.08% | −29−3.0% | Reduced |
| JNBA Financial Advisors | 933 | $528.7K | 0.05% | −10−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 934 | $529.0K | 0.04% | +462+97.9% | Added |
| Wilkinson Global Asset Management LLC | 940 | $532.7K | 0.03% | +940 | New |
| SevenBridge Financial Group, LLC | 917 | $533.6K | 0.09% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 943 | $534.2K | 0.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 950 | $538.3K | 0.23% | −137−12.6% | Reduced |
| Catalytic Wealth RIA, LLC | 954 | $540.2K | 0.04% | +954 | New |
| Washington Trust Bank | 954 | $540.4K | 0.05% | +428+81.4% | Added |
| Future Fund LLC | 961 | $544.4K | 0.24% | +961 | New |
| Maren Capital LLC | 964 | $546.1K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 975 | $552.3K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 981 | $557.5K | 0.03% | −66−6.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 980 | $557.8K | 0.18% | +178+22.2% | Added |
| Pollock Investment Advisors, LLC | 985 | $558.0K | 0.45% | −6−0.6% | Reduced |
| TFG Advisers LLC | 986 | $558.4K | 0.19% | +5+0.5% | Added |
| Strategic Advisors LLC | 988 | $559.7K | 0.11% | −232−19.0% | Reduced |
| Tanager Wealth Management LLP | 988 | $559.7K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $560.2K | 0.04% | −107−9.8% | Reduced |
| WealthShield Partners, LLC | 989 | $560.2K | 0.07% | −82−7.7% | Reduced |
| Vishria Bird Financial Group, LLC | 989 | $560.2K | 0.19% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 977 | $561.1K | 0.26% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $563.1K | 0.41% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 997 | $564.8K | 0.01% | −100−9.1% | Reduced |
| Avalon Trust Co | 1,000 | $566.5K | 0.04% | −254−20.3% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $566.5K | 0.14% | −192−16.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,000 | $566.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $566.5K | 0.14% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 1,001 | $567.1K | 0.43% | −80−7.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,007 | $570.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,009 | $571.8K | 0.02% | −1,466−59.2% | Reduced |
| Capital Investment Advisors, LLC | 1,015 | $574.7K | 0.01% | +1+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,015 | $574.8K | 0.09% | +1+0.1% | Added |
| Baxter Bros Inc | 1,023 | $579.5K | 0.07% | 00.0% | Unchanged |
| United Bank | 1,025 | $580.6K | 0.07% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $583.5K | 0.02% | +64+6.6% | Added |
| WorthPointe, LLC | 1,032 | $584.6K | 0.25% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 1,033 | $585.0K | 0.40% | −5−0.5% | Reduced |
| GSB Wealth Management, LLC | 1,038 | $588.0K | 0.14% | −84−7.5% | Reduced |
| First National Trust Co | 1,039 | $588.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,039 | $589.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,045 | $591.8K | 0.05% | −149−12.5% | Reduced |
| Compass Planning Associates Inc | 1,045 | $591.9K | 0.54% | +1+0.1% | Added |
| First Western Trust Bank | 1,055 | $597.6K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,056 | $598.2K | 0.01% | +33+3.2% | Added |
| Valeo Financial Advisors, LLC | 1,062 | $601.3K | 0.01% | +113+11.9% | Added |
| Certified Advisory Corp | 1,062 | $601.9K | 0.06% | +36+3.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $602.7K | 0.07% | +1,064 | New |
| Apella Capital, LLC | 1,050 | $605.7K | 0.02% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,075 | $609.0K | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,075 | $609.4K | 0.07% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,077 | $610.2K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,079 | $611.3K | 0.10% | +5+0.5% | Added |
| Cypress Capital, LLC | 1,086 | $615.4K | 0.18% | +87+8.7% | Added |
| River Street Advisors LLC | 1,091 | $618.0K | 0.27% | +330+43.4% | Added |
| McIlrath & Eck, LLC | 1,095 | $620.3K | 0.07% | −25−2.2% | Reduced |
| Marion Wealth Management | 1,105 | $626.0K | 0.16% | −930−45.7% | Reduced |
| TCG Advisory Services, LLC | 1,105 | $626.2K | 0.02% | +26+2.4% | Added |
| BLB&B Advisors, LLC | 1,107 | $627.1K | 0.03% | −112−9.2% | Reduced |
| Summit Asset Management, LLC | 1,108 | $627.7K | 0.10% | +360+48.1% | Added |
| BSW Wealth Partners | 1,111 | $629.4K | 0.09% | −7−0.6% | Reduced |
| XTX Topco Ltd | 1,117 | $632.8K | 0.03% | −359−24.3% | Reduced |
| Seelaus Asset Management LLC | 1,119 | $633.9K | 0.56% | −15−1.3% | Reduced |
| Nwam LLC | 1,127 | $639.7K | 0.04% | +1,127 | New |
| New Hampshire Trust | 1,134 | $642.4K | 0.13% | 00.0% | Unchanged |
| Bell Bank | 1,135 | $643.0K | 0.03% | −200−15.0% | Reduced |
| Jacksonville Wealth Management, LLC | 1,137 | $643.8K | 0.52% | −25−2.2% | Reduced |
| Rathbone Brothers plc | 1,140 | $645.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,142 | $646.7K | 0.07% | −529−31.7% | Reduced |
| Mission Wealth Management, LP | 1,154 | $653.6K | 0.01% | −247−17.6% | Reduced |
| Kanawha Capital Management LLC | 1,154 | $653.7K | 0.05% | −15−1.3% | Reduced |
| Opulen Financial Group LLC | 1,162 | $658.2K | 0.54% | +8+0.7% | Added |
| Pacific Sun Financial Corp | 1,165 | $659.9K | 0.34% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,165 | $660.0K | 0.07% | +76+7.0% | Added |
| Moment Partners, LLC | 1,168 | $661.6K | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,173 | $664.0K | 0.00% | −17,925−93.9% | Reduced |
| River Wealth Advisors LLC | 1,173 | $664.5K | 0.08% | −10−0.8% | Reduced |
| Western Wealth Management, LLC | 1,177 | $666.7K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,182 | $669.5K | 0.01% | +71+6.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,182 | $669.6K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,263 | $674.0K | 0.32% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,190 | $674.1K | 0.04% | 00.0% | Unchanged |
| FCG Investment Co | 1,190 | $674.1K | 0.35% | +31+2.7% | Added |
| Brightwater Advisory LLC | 1,198 | $678.6K | 0.49% | +321+36.6% | Added |
| Trust Co of Vermont | 1,200 | $679.8K | 0.03% | 00.0% | Unchanged |
| Stanich Group LLC | 1,173 | $682.2K | 0.61% | −138−10.5% | Reduced |
| Simon Quick Advisors, LLC | 1,215 | $688.0K | 0.03% | −4−0.3% | Reduced |
| Ellerson Group Inc | 1,215 | $688.3K | 0.49% | −30−2.4% | Reduced |
| Financial Advisory Service, Inc. | 1,218 | $689.9K | 0.05% | +1+0.1% | Added |
| Kaydan Wealth Management, Inc. | 1,220 | $691.1K | 0.23% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $692.0K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,225 | $693.9K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 1,228 | $695.6K | 0.01% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,229 | $696.3K | 0.35% | −8−0.6% | Reduced |
| Pasadena Private Wealth, LLC | 1,237 | $700.7K | 0.12% | −1,013−45.0% | Reduced |
| Round Rock Advisors, LLC | 1,241 | $702.8K | 0.12% | −121−8.9% | Reduced |