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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2,254 | $1.28M | 0.08% | −49−2.1% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.28M | 0.48% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,266 | $1.28M | 0.64% | −35−1.5% | Reduced |
| Wedbush Securities Inc | 2,271 | $1.29M | 0.04% | +55+2.5% | Added |
| Renaissance Investment Group LLC | 2,273 | $1.29M | 0.28% | −100−4.2% | Reduced |
| AlphaStar Capital Management, LLC | 2,283 | $1.29M | 0.09% | +148+6.9% | Added |
| Gsa Capital Partners LLP | 2,295 | $1.30M | 0.09% | +666+40.9% | Added |
| Sunbeam Capital Management, LLC | 2,320 | $1.31M | 1.00% | −152−6.1% | Reduced |
| Sunflower Bank, N.A. | 2,334 | $1.32M | 0.33% | −148−6.0% | Reduced |
| Boston Private Wealth LLC | 2,341 | $1.33M | 0.07% | −3,070−56.7% | Reduced |
| Coldstream Capital Management Inc | 2,363 | $1.34M | 0.02% | +313+15.3% | Added |
| Choate Investment Advisors | 2,366 | $1.34M | 0.03% | +182+8.3% | Added |
| Middleton & Co Inc | 2,373 | $1.34M | 0.15% | −63−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,373 | $1.34M | 0.10% | +75+3.3% | Added |
| Quantbot Technologies LP | 2,390 | $1.35M | 0.03% | +2,390 | New |
| Cozad Asset Management Inc | 2,403 | $1.36M | 0.12% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,407 | $1.36M | 0.54% | +103+4.5% | Added |
| GM Advisory Group, Inc. | 2,410 | $1.36M | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,417 | $1.37M | 0.10% | −80−3.2% | Reduced |
| Neuberger Berman Group LLC | 2,430 | $1.38M | 0.00% | −354−12.7% | Reduced |
| Pitcairn Co | 2,433 | $1.38M | 0.09% | +2,433 | New |
| Zhang Financial LLC | 2,451 | $1.39M | 0.06% | +72+3.0% | Added |
| Equitable Trust Co | 2,470 | $1.40M | 0.07% | −90−3.5% | Reduced |
| Osborne Partners Capital Management, LLC | 2,471 | $1.40M | 0.07% | −230−8.5% | Reduced |
| Zions Bancorporation, National Association | 2,474 | $1.40M | 0.08% | −151−5.8% | Reduced |
| Summit Trail Advisors, LLC | 2,474 | $1.41M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 2,488 | $1.41M | 0.02% | +269+12.1% | Added |
| Ullmann Financial Group, Inc. | 2,504 | $1.42M | 0.17% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,508 | $1.42M | 0.04% | −49−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,510 | $1.42M | 0.03% | +122+5.1% | Added |
| Coyle Financial Counsel LLC | 2,510 | $1.42M | 0.38% | +4+0.2% | Added |
| Stock Yards Bank & Trust Co | 2,539 | $1.44M | 0.05% | +68+2.8% | Added |
| Deutsche Bank AG | 2,565 | $1.45M | 0.00% | −238−8.5% | Reduced |
| Bradley Foster & Sargent Inc | 2,600 | $1.47M | 0.02% | +552+27.0% | Added |
| Headlands Technologies LLC | 2,604 | $1.48M | 0.18% | +2,604 | New |
| Semitam Bonam LLC | 2,617 | $1.48M | 1.40% | +2,617 | New |
| Essex Financial Services, Inc. | 2,617 | $1.48M | 0.10% | −10−0.4% | Reduced |
| Disciplined Investments, LLC | 2,632 | $1.49M | 0.63% | −23−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 2,646 | $1.50M | 0.08% | −81−3.0% | Reduced |
| ARK & TLK Investments, LLC | 2,665 | $1.51M | 0.48% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,622 | $1.51M | 0.77% | −102−3.7% | Reduced |
| Compass Capital Corp | 2,671 | $1.52M | 0.72% | −10.0% | Reduced |
| TCTC Holdings, LLC | 2,686 | $1.52M | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,690 | $1.52M | 0.02% | +224+9.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,700 | $1.53M | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.53M | 0.17% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,739 | $1.55M | 0.40% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.55M | 0.84% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.55M | 0.50% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,753 | $1.56M | 0.06% | −119−4.1% | Reduced |
| Millstone Evans Group, LLC | 2,757 | $1.56M | 1.06% | −33−1.2% | Reduced |
| Compass Wealth Management LLC | 2,759 | $1.56M | 0.37% | −207−7.0% | Reduced |
| Fiducient Advisors LLC | 2,764 | $1.57M | 0.19% | +152+5.8% | Added |
| Edge Financial Advisors LLC | 2,767 | $1.57M | 0.83% | +7+0.3% | Added |
| Hardy Reed LLC | 2,775 | $1.57M | 0.13% | 00.0% | Unchanged |
| XML Financial, LLC | 2,778 | $1.57M | 0.14% | −13−0.5% | Reduced |
| ARS Investment Partners, LLC | 2,783 | $1.58M | 0.11% | +248+9.8% | Added |
| SK Wealth Management, LLC | 2,722 | $1.58M | 0.69% | +9+0.3% | Added |
| BKD Wealth Advisors, LLC | 2,819 | $1.60M | 0.03% | +384+15.8% | Added |
| LM Advisors LLC | 2,844 | $1.61M | 0.21% | −1,670−37.0% | Reduced |
| AlTi Global, Inc. | 2,849 | $1.62M | 0.04% | −155−5.2% | Reduced |
| Regions Financial Corp | 2,900 | $1.64M | 0.01% | −58−2.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $1.66M | 1.09% | −57−1.9% | Reduced |
| Tiemann Investment Advisors, LLC | 2,933 | $1.66M | 0.68% | −175−5.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.68M | 0.36% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,985 | $1.69M | 0.16% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,999 | $1.70M | 0.09% | +310+11.5% | Added |
| Black Maple Capital Management LP | 3,000 | $1.70M | 1.18% | 00.0% | Unchanged |
| Scientech Research LLC | 3,043 | $1.72M | 0.42% | +2,237+277.5% | Added |
| Freestone Capital Holdings, LLC | 3,046 | $1.73M | 0.06% | −26−0.8% | Reduced |
| Kelman-Lazarov, Inc. | 3,057 | $1.73M | 0.28% | −43−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 3,068 | $1.74M | 0.05% | −123−3.9% | Reduced |
| Blue Fin Capital, Inc. | 3,083 | $1.75M | 0.30% | −464−13.1% | Reduced |
| Embree Financial Group | 3,107 | $1.76M | 0.27% | +4+0.1% | Added |
| Farrow Financial Inc. | 3,114 | $1.76M | 1.07% | −157−4.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.78M | 0.10% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,158 | $1.79M | 0.40% | +1,538+94.9% | Added |
| Gridiron Partners, LLC | 3,164 | $1.79M | 1.11% | 00.0% | Unchanged |
| GenTrust, LLC | 3,164 | $1.80M | 0.08% | −127−3.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,177 | $1.80M | 0.38% | −100−3.1% | Reduced |
| Lewis Asset Management, LLC | 3,191 | $1.81M | 0.85% | +3,191 | New |
| Oxford Financial Group Ltd | 3,192 | $1.81M | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,198 | $1.81M | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,221 | $1.82M | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 3,238 | $1.83M | 0.33% | −22−0.7% | Reduced |
| Meridian Financial, LLC | 3,243 | $1.84M | 1.19% | −100−3.0% | Reduced |
| Northwest Bancshares, Inc. | 3,255 | $1.84M | 0.32% | +289+9.7% | Added |
| Summit Wealth Partners, LLC | 3,272 | $1.85M | 0.35% | −36−1.1% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.88M | 0.55% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,355 | $1.90M | 0.09% | −41−1.2% | Reduced |
| Becker Capital Management Inc | 3,345 | $1.90M | 0.06% | −106−3.1% | Reduced |
| Investment Advisory Group, LLC | 3,445 | $1.95M | 0.59% | −25−0.7% | Reduced |
| Peterson Wealth Management | 3,457 | $1.96M | 1.16% | +1,641+90.4% | Added |
| Topsail Wealth Management, LLC | 3,461 | $1.96M | 0.36% | −275−7.4% | Reduced |
| Evoke Wealth, LLC | 3,453 | $1.96M | 0.05% | +2,301+199.7% | Added |
| Private Trust Co NA | 3,466 | $1.96M | 0.19% | −50−1.4% | Reduced |
| Glaxis Capital Management, LLC | 3,500 | $1.98M | 2.65% | +2,700+337.5% | Added |
| Sentinus, LLC | 3,518 | $1.99M | 0.49% | +1,050+42.5% | Added |
| Northern Oak Wealth Management Inc | 3,541 | $2.01M | 0.25% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,561 | $2.02M | 0.10% | −1,073−23.2% | Reduced |