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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 1,605 | $909.1K | 0.15% | +3+0.2% | Added |
| Prosperity Planning, Inc. | 1,616 | $915.4K | 0.26% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 1,624 | $920.0K | 0.29% | +285+21.3% | Added |
| Baker Avenue Asset Management, LP | 1,627 | $921.7K | 0.03% | −205−11.2% | Reduced |
| Tritonpoint Wealth, LLC | 1,622 | $921.8K | 0.09% | −16−1.0% | Reduced |
| Sachetta, LLC | 1,630 | $923.3K | 0.37% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 1,634 | $925.6K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 1,640 | $929.0K | 0.33% | −15−0.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,648 | $933.6K | 0.35% | +82+5.2% | Added |
| Alesco Advisors LLC | 1,649 | $934.1K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,654 | $937.0K | 0.08% | −1,401−45.9% | Reduced |
| Capital Investment Counsel, LLC | 1,655 | $937.6K | 0.15% | +1,190+255.9% | Added |
| OneAscent Financial Services LLC | 1,647 | $941.0K | 0.07% | −405−19.7% | Reduced |
| Stone Point Wealth LLC | 1,663 | $942.1K | 0.29% | −2,771−62.5% | Reduced |
| Jordan Park Group LLC | 1,664 | $942.6K | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,665 | $943.2K | 0.06% | −1−0.1% | Reduced |
| Castle Rock Wealth Management, LLC | 1,641 | $951.1K | 0.22% | −644−28.2% | Reduced |
| Moors & Cabot, Inc. | 1,683 | $953.4K | 0.04% | −40−2.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,688 | $956.2K | 0.87% | −770−31.3% | Reduced |
| Dana Investment Advisors, Inc. | 1,698 | $961.6K | 0.03% | −46−2.6% | Reduced |
| Berger Financial Group, Inc | 1,700 | $963.0K | 0.06% | −207−10.9% | Reduced |
| Paragon Capital Management Ltd | 1,700 | $963.0K | 0.17% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,708 | $967.5K | 0.04% | −17−1.0% | Reduced |
| Wood Tarver Financial Group, LLC | 1,717 | $972.0K | 0.29% | −13−0.8% | Reduced |
| Pacific Financial Group Inc | 1,718 | $973.4K | 0.76% | −345−16.7% | Reduced |
| Braun Stacey Associates Inc | 1,719 | $973.8K | 0.04% | −404−19.0% | Reduced |
| Wolverine Trading, LLC | 1,721 | $975.0K | 0.02% | +763+79.6% | Added |
| Fiera Capital Corp | 1,725 | $977.2K | 0.00% | 00.0% | Unchanged |
| Darrow Company, Inc. | 1,729 | $980.0K | 0.50% | −1−0.1% | Reduced |
| Lynch & Associates | 1,740 | $985.7K | 0.20% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,750 | $991.3K | 0.37% | +430+32.6% | Added |
| Parsons Capital Management Inc | 1,757 | $995.3K | 0.06% | +4+0.2% | Added |
| Sunpointe, LLC | 1,762 | $1.00M | 0.40% | +1,045+145.7% | Added |
| InTrack Investment Management Inc | 1,772 | $1.00M | 0.67% | −3,000−62.9% | Reduced |
| E&G Advisors, LP | 1,784 | $1.01M | 0.26% | +50+2.9% | Added |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.01M | 0.18% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,792 | $1.02M | 0.16% | −4,535−71.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,804 | $1.02M | 0.21% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,818 | $1.03M | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,814 | $1.03M | 0.06% | −24−1.3% | Reduced |
| SFM, LLC | 1,825 | $1.03M | 0.66% | 00.0% | Unchanged |
| Triumph Capital Management | 1,842 | $1.04M | 0.31% | +1,842 | New |
| Howe & Rusling Inc | 1,844 | $1.04M | 0.08% | −398−17.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,849 | $1.05M | 0.24% | −19−1.0% | Reduced |
| Financial Partners Group, LLC | 1,857 | $1.05M | 0.38% | +25+1.4% | Added |
| Glassman Wealth Services | 1,858 | $1.05M | 0.16% | −97−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,866 | $1.06M | 0.05% | −102−5.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,868 | $1.06M | 0.29% | −175−8.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.06M | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.06M | 0.44% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.57% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,888 | $1.07M | 0.48% | −146−7.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,894 | $1.07M | 0.03% | −62−3.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,899 | $1.08M | 0.06% | −61−3.1% | Reduced |
| Koss-Olinger Consulting, LLC | 1,910 | $1.08M | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,926 | $1.09M | 0.03% | −69−3.5% | Reduced |
| Taylor Financial Group, Inc. | 1,929 | $1.09M | 0.68% | −95−4.7% | Reduced |
| Lyell Wealth Management, LP | 1,930 | $1.09M | 0.09% | −181−8.6% | Reduced |
| White Pine Capital LLC | 1,934 | $1.10M | 0.35% | +5+0.3% | Added |
| Stephens Inc | 1,941 | $1.10M | 0.02% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,953 | $1.11M | 0.68% | +180+10.2% | Added |
| Frank, Rimerman Advisors LLC | 1,958 | $1.11M | 0.07% | −4−0.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,962 | $1.11M | 1.02% | −60−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 1,968 | $1.12M | 0.02% | −157−7.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,969 | $1.12M | 0.06% | +844+75.0% | Added |
| Horizon Investments, LLC | 1,972 | $1.12M | 0.02% | −9−0.5% | Reduced |
| Journey Advisory Group, LLC | 1,972 | $1.12M | 0.09% | +153+8.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,976 | $1.12M | 0.01% | −134−6.4% | Reduced |
| Burling Wealth Partners, LLC | 1,979 | $1.12M | 0.21% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,981 | $1.12M | 0.67% | +87+4.6% | Added |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.46% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,988 | $1.13M | 0.20% | −199−9.1% | Reduced |
| FF Advisors,LLC | 1,993 | $1.13M | 0.59% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.13M | 0.17% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,002 | $1.13M | 0.25% | −36−1.8% | Reduced |
| Bill Few Associates, Inc. | 2,002 | $1.13M | 0.32% | +14+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.14M | 0.06% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,052 | $1.16M | 0.09% | +17+0.8% | Added |
| Frisch Financial Group, Inc. | 2,050 | $1.17M | 0.29% | −40−1.9% | Reduced |
| Evanson Asset Management, LLC | 2,061 | $1.17M | 0.07% | +112+5.7% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $1.17M | 0.42% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,071 | $1.17M | 0.07% | −15−0.7% | Reduced |
| Manchester Capital Management LLC | 2,078 | $1.18M | 0.15% | −450−17.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,085 | $1.18M | 0.22% | −166−7.4% | Reduced |
| Bank of Hawaii | 2,087 | $1.18M | 0.06% | 00.0% | Unchanged |
| Emprise Bank | 2,096 | $1.19M | 0.57% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,101 | $1.19M | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.19M | 0.34% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,125 | $1.20M | 0.12% | +50+2.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,133 | $1.21M | 0.04% | +23+1.1% | Added |
| Farther Finance Advisors, LLC | 2,137 | $1.21M | 0.02% | +360+20.3% | Added |
| Kingsview Wealth Management, LLC | 2,148 | $1.22M | 0.02% | −173−7.5% | Reduced |
| Plancorp, LLC | 2,163 | $1.23M | 0.04% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,163 | $1.23M | 0.05% | +228+11.8% | Added |
| Signal Tree Financial Partners LLC | 2,193 | $1.24M | 1.07% | +2,193 | New |
| Gryphon Financial Partners LLC | 2,201 | $1.25M | 0.16% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,210 | $1.25M | 1.23% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,215 | $1.25M | 0.00% | −221,127−99.0% | Reduced |
| Tompkins Financial Corp | 2,241 | $1.27M | 0.12% | +50+2.3% | Added |
| We Are One Seven, LLC | 2,254 | $1.28M | 0.04% | +121+5.7% | Added |