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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 804 | $455.9K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 804 | $455.4K | 0.03% | 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 |
| Almanack Investment Partners, LLC. | 799 | $452.6K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $452.1K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 798 | $452.1K | 0.07% | 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 |
| Orleans Capital Management Corp | 791 | $448.1K | 0.24% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 788 | $446.4K | 0.01% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 785 | $444.7K | 0.23% | +166+26.8% | Added |
| Institute for Wealth Management, LLC. | 783 | $443.8K | 0.05% | −49−5.9% | Reduced |
| D. Scott Neal, Inc. | 780 | $441.9K | 0.22% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $441.9K | 0.22% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 779 | $441.3K | 0.11% | +1+0.1% | Added |
| Objectivity Squared, LLC | 776 | $439.5K | 0.30% | +2+0.3% | Added |
| Arrowroot Family Office, LLC | 770 | $436.2K | 0.20% | +770 | New |
| Ayrshire Capital Management LLC | 767 | $434.5K | 0.21% | 00.0% | Unchanged |
| United Community Bank | 766 | $433.9K | 0.15% | 00.0% | Unchanged |
| Wealth Architects, LLC | 763 | $432.2K | 0.04% | −1−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 759 | $430.0K | 0.05% | −55−6.8% | Reduced |
| 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 |
| Robertson Stephens Wealth Management, LLC | 755 | $429.1K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 757 | $428.8K | 0.02% | 00.0% | Unchanged |
| Umpqua Bank | 739 | $428.1K | 0.13% | +739 | New |
| Finivi Inc. | 755 | $427.9K | 0.29% | +112+17.4% | Added |
| Neumann Capital Management, LLC | 750 | $424.9K | 0.13% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $423.7K | 0.05% | 00.0% | Unchanged |
| Dentgroup LLC | 744 | $421.5K | 0.29% | +236+46.5% | Added |
| Octavia Wealth Advisors, LLC | 733 | $416.6K | 0.05% | −4−0.5% | Reduced |
| Pioneer Trust Bank N A | 735 | $416.4K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 734 | $415.8K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 733 | $415.2K | 0.00% | +633+633.0% | Added |
| Toth Financial Advisory Corp | 730 | $413.5K | 0.05% | +104+16.6% | Added |
| Ardent Capital Management, Inc. | 730 | $413.5K | 0.20% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 724 | $410.2K | 0.19% | −26−3.5% | Reduced |
| PFG Investments, LLC | 723 | $409.4K | 0.02% | −45−5.9% | Reduced |
| Concurrent Investment Advisors, LLC | 719 | $407.1K | 0.01% | −178−19.8% | Reduced |
| Milestone Asset Management, LLC | 717 | $406.2K | 0.09% | +34+5.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 717 | $406.2K | 0.04% | 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 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 715 | $405.2K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 715 | $405.0K | 0.03% | −20−2.7% | Reduced |
| Field & Main Bank | 713 | $403.9K | 0.13% | 00.0% | Unchanged |
| S.A. Mason LLC | 706 | $399.9K | 0.19% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 705 | $399.4K | 0.15% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $398.2K | 0.32% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $397.7K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 701 | $397.1K | 0.04% | −22−3.0% | Reduced |
| Aberdeen Wealth Management LLC | 701 | $397.1K | 0.26% | 00.0% | Unchanged |
| Mathes Company, Inc. | 700 | $397.0K | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 692 | $395.3K | 0.01% | −392−36.2% | Reduced |
| Brand Asset Management Group, Inc. | 690 | $390.9K | 0.15% | −4−0.6% | Reduced |
| JDM Financial Group LLC | 689 | $390.3K | 0.18% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 689 | $390.3K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $389.2K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 687 | $389.2K | 0.05% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 685 | $388.0K | 0.10% | −114−14.3% | Reduced |
| Zacks Investment Management | 683 | $387.1K | 0.00% | −14−2.0% | Reduced |
| Capital Advisors Inc | 683 | $386.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 682 | $386.3K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 679 | $384.6K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 675 | $382.4K | 0.04% | −20−2.9% | Reduced |
| Orion Capital Management LLC | 674 | $381.5K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 673 | $381.4K | 0.06% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 673 | $381.2K | 0.09% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 665 | $376.7K | 0.33% | −67−9.2% | Reduced |
| Wealth Alliance | 665 | $376.7K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 665 | $376.6K | 0.05% | −139−17.3% | Reduced |
| Clearwater Capital Advisors, LLC | 662 | $375.0K | 0.03% | +6+0.9% | Added |
| Bridges Investment Management Inc | 660 | $373.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $373.9K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 658 | $372.7K | 0.06% | −30−4.4% | Reduced |
| Sax Wealth Advisors, LLC | 657 | $372.2K | 0.02% | +22+3.5% | Added |
| Spears Abacus Advisors LLC | 655 | $371.0K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $370.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 653 | $369.9K | 0.03% | +100+18.1% | Added |
| Wilkins Investment Counsel Inc | 650 | $368.2K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $368.2K | 0.15% | 00.0% | Unchanged |
| Betterment LLC | 650 | $368.0K | 0.00% | +28+4.5% | Added |
| Ledyard National Bank | 647 | $366.5K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $365.4K | 0.00% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 645 | $365.4K | 0.03% | +85+15.2% | Added |
| CX Institutional | 645 | $365.0K | 0.01% | −1,290−66.7% | Reduced |
| Larson Financial Group LLC | 639 | $362.2K | 0.01% | −37−5.5% | Reduced |
| Patton Albertson Miller Group, LLC | 638 | $361.4K | 0.05% | −30−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 637 | $360.8K | 0.01% | 00.0% | Unchanged |
| Asset Planning Corporation | 635 | $359.7K | 0.19% | +1+0.2% | Added |
| Parallel Advisors, LLC | 635 | $359.6K | 0.01% | −146−18.7% | Reduced |
| Coordinated Financial Services, Inc. | 635 | $359.5K | 0.25% | +635 | New |
| CM Wealth Advisors LLC | 629 | $357.4K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 630 | $357.1K | 0.06% | +630 | New |
| Trail Ridge Investment Advisors, LLC | 620 | $356.9K | 0.17% | −49−7.3% | Reduced |
| South State Corp. | 622 | $352.2K | 0.02% | −68−9.9% | Reduced |
| Optima Capital LLC | 617 | $350.7K | 0.19% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 613 | $347.3K | 0.21% | 00.0% | Unchanged |
| Jennison Associates LLC | 611 | $346.0K | 0.00% | −1,461−70.5% | Reduced |