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 |
|---|---|---|---|---|---|
| City National Bank of Florida | 1,241 | $703.0K | 0.51% | −145−10.5% | Reduced |
| Nicolet Bankshares Inc | 1,242 | $703.6K | 0.12% | −1−0.1% | Reduced |
| German American Bancorp, Inc. | 1,242 | $703.9K | 0.07% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,245 | $705.0K | 0.24% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,248 | $707.0K | 0.17% | +92+8.0% | Added |
| Single Point Partners, LLC | 1,248 | $707.0K | 0.15% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,248 | $707.1K | 0.07% | −3−0.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,251 | $708.7K | 0.44% | −180−12.6% | Reduced |
| STAR Financial Bank | 1,251 | $708.7K | 0.45% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,258 | $712.6K | 0.46% | −33−2.6% | Reduced |
| Fiduciary Alliance LLC | 1,258 | $712.6K | 0.05% | −37−2.9% | Reduced |
| Peterson Wealth Services | 1,258 | $712.8K | 0.20% | +11+0.9% | Added |
| Davenport & Co LLC | 1,261 | $714.3K | 0.00% | +1,261 | New |
| Cascade Financial Partners, LLC | 1,263 | $715.5K | 0.09% | −177−12.3% | Reduced |
| Tower View Investment Management & Research LLC | 1,263 | $715.7K | 0.37% | −5,756−82.0% | Reduced |
| Sentinel Wealth Management, Inc. | 1,260 | $716.0K | 0.67% | +1,260 | New |
| TCI Wealth Advisors, Inc. | 1,268 | $718.3K | 0.05% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,272 | $720.6K | 0.38% | −165−11.5% | Reduced |
| Blue Barn Wealth, LLC | 1,276 | $723.0K | 0.34% | −76−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 1,281 | $725.4K | 0.03% | −26−2.0% | Reduced |
| Park National Corp | 1,282 | $726.2K | 0.02% | +12+0.9% | Added |
| Davies Financial Advisors, Inc. | 1,290 | $730.6K | 0.57% | −150−10.4% | Reduced |
| AE Wealth Management LLC | 1,294 | $733.3K | 0.01% | −18−1.4% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $735.5K | 0.59% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,304 | $738.6K | 0.32% | −66−4.8% | Reduced |
| WealthPLAN Partners, LLC | 1,308 | $741.0K | 0.12% | +60+4.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,315 | $744.9K | 0.06% | +1,315 | New |
| Hohimer Wealth Management, LLC | 1,316 | $745.5K | 0.13% | +81+6.6% | Added |
| IFP Advisors, Inc | 1,324 | $749.8K | 0.02% | +415+45.7% | Added |
| Viawealth, LLC | 1,325 | $750.6K | 0.44% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,338 | $758.4K | 0.03% | +50+3.9% | Added |
| Vaughan David Investments LLC | 1,344 | $761.0K | 0.02% | +1,344 | New |
| Aptus Capital Advisors, LLC | 1,348 | $763.5K | 0.01% | −93−6.5% | Reduced |
| VeraBank, N.A. | 1,349 | $764.2K | 0.15% | −196−12.7% | Reduced |
| L.M. Kohn & Company | 1,353 | $766.2K | 0.21% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,356 | $768.1K | 0.01% | +727+115.6% | Added |
| Harmony Asset Management LLC | 1,369 | $775.5K | 0.29% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,369 | $775.7K | 0.05% | +437+46.9% | Added |
| Coastal Bridge Advisors, LLC | 1,370 | $776.1K | 0.06% | +1,370 | New |
| McGuire Investment Group, LLC | 1,371 | $776.6K | 0.10% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,371 | $776.8K | 0.20% | −15−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,372 | $777.3K | 0.01% | +54+4.1% | Added |
| M. Kraus & Co | 1,375 | $778.9K | 0.23% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,376 | $779.5K | 0.03% | +39+2.9% | Added |
| Clear Creek Financial Management, LLC | 1,379 | $781.1K | 0.07% | −58−4.0% | Reduced |
| Fca Corp | 1,380 | $781.7K | 0.23% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,381 | $782.4K | 0.51% | −89−6.1% | Reduced |
| Sawgrass Asset Management LLC | 1,393 | $789.1K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,393 | $789.1K | 0.18% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,390 | $789.8K | 0.16% | +1+0.1% | Added |
| Lam Group, Inc. | 1,400 | $793.1K | 0.53% | 00.0% | Unchanged |
| GTS Securities LLC | 1,401 | $793.6K | 0.04% | −4,167−74.8% | Reduced |
| Berkshire Money Management, Inc. | 1,401 | $793.8K | 0.08% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,403 | $794.7K | 0.36% | +39+2.9% | Added |
| Arkadios Wealth Advisors | 1,402 | $794.7K | 0.02% | −9−0.6% | Reduced |
| Leisure Capital Management | 1,405 | $795.9K | 0.30% | +15+1.1% | Added |
| BankPlus Trust Department | 1,414 | $801.0K | 0.24% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,414 | $801.0K | 0.28% | +218+18.2% | Added |
| Samalin Investment Counsel, LLC | 1,416 | $802.6K | 0.31% | +2+0.1% | Added |
| MontVue Capital Management, Inc. | 1,419 | $803.8K | 0.57% | +11+0.8% | Added |
| D.A. Davidson & Co. | 1,421 | $805.5K | 0.01% | +172+13.8% | Added |
| Cornerstone Wealth Management, LLC | 1,423 | $806.1K | 0.05% | −24−1.7% | Reduced |
| Clarius Group, LLC | 1,426 | $807.8K | 0.05% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,428 | $808.9K | 0.47% | +26+1.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,439 | $815.4K | 0.11% | −10−0.7% | Reduced |
| Appleton Partners Inc | 1,440 | $816.0K | 0.06% | −501−25.8% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $818.3K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,445 | $818.8K | 0.02% | −4−0.3% | Reduced |
| Rothschild Capital Partners, LLC | 1,449 | $820.9K | 0.22% | +4+0.3% | Added |
| Petix & Botte Co | 1,450 | $821.4K | 0.20% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,457 | $825.4K | 0.01% | +892+157.9% | Added |
| Panoramic Capital Partners, LLC | 1,428 | $831.7K | 0.58% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,471 | $833.3K | 0.24% | +183+14.2% | Added |
| Rialto Wealth Management, LLC | 1,471 | $833.3K | 0.23% | −2−0.1% | Reduced |
| Sound Income Strategies, LLC | 1,474 | $835.0K | 0.05% | +1,470+36,750.0% | Added |
| Bridgewater Advisors Inc. | 1,435 | $840.5K | 0.06% | +157+12.3% | Added |
| General Partner, Inc. | 1,484 | $840.7K | 0.49% | 00.0% | Unchanged |
| Vista Investment Management | 1,492 | $845.2K | 0.31% | −11−0.7% | Reduced |
| M3 Advisory Group, LLC | 1,496 | $847.6K | 0.59% | +26+1.8% | Added |
| Howland Capital Management LLC | 1,497 | $850.7K | 0.03% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $850.9K | 0.34% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,502 | $851.0K | 0.35% | −745−33.2% | Reduced |
| Carrera Capital Advisors | 1,501 | $852.8K | 0.17% | −142−8.6% | Reduced |
| Gen-Wealth Partners Inc | 1,513 | $857.1K | 0.33% | +5+0.3% | Added |
| Clarendon Private LLC | 1,513 | $857.3K | 0.82% | +3+0.2% | Added |
| American Money Management, LLC | 1,526 | $864.4K | 0.15% | −8−0.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $870.7K | 0.68% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,548 | $876.9K | 0.32% | +94+6.5% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $883.8K | 0.11% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,561 | $884.3K | 0.19% | −75−4.6% | Reduced |
| Providence First Trust Co | 1,566 | $887.1K | 0.31% | +135+9.4% | Added |
| Accredited Investors Inc. | 1,566 | $887.3K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,571 | $889.9K | 0.03% | −284−15.3% | Reduced |
| ZRC Wealth Management, LLC | 1,582 | $895.9K | 0.35% | −296−15.8% | Reduced |
| Simplex Trading, LLC | 1,590 | $900.0K | 0.02% | +888+126.5% | Added |
| Beacon Financial Advisory LLC | 1,597 | $904.9K | 0.23% | −235−12.8% | Reduced |
| SkyView Investment Advisors, LLC | 1,600 | $906.0K | 0.13% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,600 | $906.4K | 0.25% | +1,600 | New |
| Rockland Trust Co | 1,601 | $906.9K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,601 | $907.0K | 0.62% | −70−4.2% | Reduced |