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 |
|---|---|---|---|---|---|
| FMR LLC | 31,265 | $17.7M | 0.00% | +822+2.7% | Added |
| Waldron Private Wealth LLC | 30,898 | $17.5M | 0.76% | −4,136−11.8% | Reduced |
| Curbstone Financial Management Corp | 30,806 | $17.5M | 3.58% | +1,000+3.4% | Added |
| Huntington National Bank | – | $17.2M | 0.11% | – | – |
| Qube Research & Technologies Ltd | 29,707 | $16.8M | 0.02% | −84,985−74.1% | Reduced |
| EP Wealth Advisors, LLC | 29,627 | $16.8M | 0.11% | −1,684−5.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,579 | $16.8M | 2.89% | −15,888−34.9% | Reduced |
| Madison Asset Management, LLC | 29,164 | $16.5M | 0.18% | −5,740−16.4% | Reduced |
| Serenus Wealth Advisors, LLC | 28,879 | $16.4M | 2.78% | −2,044−6.6% | Reduced |
| Youngs Advisory Group, Inc. | 28,354 | $16.1M | 6.11% | +333+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,377 | $15.5M | 0.05% | −204−0.7% | Reduced |
| M&T Bank Corp | 27,098 | $15.4M | 0.05% | −2,915−9.7% | Reduced |
| Commerce Bank | 26,454 | $15.0M | 0.09% | +165+0.6% | Added |
| Simmons Bank | 25,606 | $14.5M | 1.03% | −1,110−4.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,464 | $14.4M | 0.28% | −1,252−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,826 | $14.1M | 0.11% | +488+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 24,825 | $14.1M | 2.68% | +891+3.7% | Added |
| MML Investors Services, LLC | 23,839 | $13.5M | 0.04% | −3,226−11.9% | Reduced |
| Glenmede Investment Management, LP | 23,750 | $13.5M | 0.07% | +23,750 | New |
| Avantax Advisory Services, Inc. | 23,526 | $13.3M | 0.07% | +530+2.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 23,146 | $13.1M | 3.60% | −1,300−5.3% | Reduced |
| Caldwell Trust Co | 21,670 | $12.3M | 1.23% | −582−2.6% | Reduced |
| Cresset Asset Management, LLC | 21,570 | $12.3M | 0.06% | −1,638−7.1% | Reduced |
| MCF Advisors LLC | 21,391 | $12.1M | 0.80% | −373−1.7% | Reduced |
| Thrive Wealth Management, LLC | 21,391 | $12.1M | 1.96% | +20,535+2,398.9% | Added |
| Old National Bancorp | 21,376 | $12.1M | 0.22% | +1,411+7.1% | Added |
| Savant Capital, LLC | 20,339 | $11.5M | 0.08% | +23+0.1% | Added |
| Trifecta Capital Advisors, LLC | 20,254 | $11.5M | 1.91% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 20,102 | $11.4M | 0.23% | −1,010−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 20,045 | $11.4M | 0.36% | +690+3.6% | Added |
| Callan Family Office, LLC | 19,875 | $11.3M | 0.36% | −292−1.4% | Reduced |
| Exchange Capital Management, Inc. | 19,852 | $11.2M | 1.68% | −179−0.9% | Reduced |
| jvl associates llc | 19,801 | $11.2M | 4.03% | −28−0.1% | Reduced |
| Wellspring Financial Advisors, LLC | 19,714 | $11.2M | 1.12% | −3,136−13.7% | Reduced |
| Franklin Resources Inc | 19,295 | $10.9M | 0.00% | +2,207+12.9% | Added |
| Mercer Global Advisors Inc | 19,234 | $10.9M | 0.02% | −915−4.5% | Reduced |
| Lutz Financial Services LLC | 19,107 | $10.8M | 0.84% | −40.0% | Reduced |
| Country Club Bank | 18,911 | $10.7M | 0.67% | +438+2.4% | Added |
| Dumont & Blake Investment Advisors LLC | 18,711 | $10.6M | 2.77% | −1,355−6.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,368 | $9.84M | 0.04% | −429−2.4% | Reduced |
| Hummer Financial Advisory Services Inc | 17,228 | $9.79M | 7.35% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,211 | $9.75M | 0.06% | −25−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 17,136 | $9.71M | 2.24% | −2,116−11.0% | Reduced |
| Canopy Partners, LLC | 17,127 | $9.70M | 3.56% | −400−2.3% | Reduced |
| Oppenheimer & Co Inc | 17,075 | $9.67M | 0.13% | −200−1.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 17,031 | $9.65M | 0.21% | +1,941+12.9% | Added |
| Cyndeo Wealth Partners, LLC | 16,774 | $9.50M | 0.56% | +5,072+43.3% | Added |
| Csenge Advisory Group | 17,212 | $9.44M | 0.50% | +489+2.9% | Added |
| Harbour Trust & Investment Management Co | 16,625 | $9.42M | 1.04% | −155−0.9% | Reduced |
| NBT Bank N A | 16,526 | $9.36M | 0.64% | −929−5.3% | Reduced |
| Citigroup Inc | 16,505 | $9.35M | 0.01% | +1,232+8.1% | Added |
| Bordeaux Wealth Advisors LLC | 16,500 | $9.35M | 1.20% | −796−4.6% | Reduced |
| Nixon Peabody Trust Co | 16,472 | $9.33M | 0.72% | −86−0.5% | Reduced |
| Brookstone Capital Management | 16,359 | $9.27M | 0.12% | −60.0% | Reduced |
| First Financial Bank - Trust Division | 16,282 | $9.22M | 0.81% | −126−0.8% | Reduced |
| Arvest Investments, Inc. | 16,171 | $9.16M | 1.38% | +98+0.6% | Added |
| Terry L. Blaker | 16,073 | $9.11M | 0.35% | −543−3.3% | Reduced |
| Agf Management Ltd | 16,054 | $9.09M | 0.04% | −95−0.6% | Reduced |
| Granite FO LLC | 16,033 | $9.08M | 5.14% | +755+4.9% | Added |
| Quantinno Capital Management LP | 16,021 | $9.08M | 0.04% | −1,909−10.6% | Reduced |
| Twin Tree Management, LP | 16,013 | $9.07M | 0.23% | +16,013 | New |
| Pensionmark Financial Group, LLC | 16,001 | $9.06M | 0.21% | −206−1.3% | Reduced |
| GFS Advisors, LLC | 15,838 | $8.97M | 1.23% | −2,150−12.0% | Reduced |
| Evercore Wealth Management, LLC | 15,834 | $8.97M | 0.14% | −50.0% | Reduced |
| Montz Harcus Wealth Management LLC | 15,752 | $8.92M | 4.31% | +34+0.2% | Added |
| Old Mission Capital LLC | 15,542 | $8.80M | 0.23% | +15,542 | New |
| Capstone Financial Advisors, Inc. | 15,450 | $8.75M | 0.51% | −213−1.4% | Reduced |
| Howard Capital Management Inc. | 15,378 | $8.71M | 0.13% | −752−4.7% | Reduced |
| Wealthspire Advisors, LLC | 15,328 | $8.68M | 0.05% | −1,441−8.6% | Reduced |
| CWM, LLC | 14,741 | $8.35M | 0.03% | +79+0.5% | Added |
| RMR Wealth Builders | 14,686 | $8.32M | 0.76% | +323+2.2% | Added |
| Fifth Third Securities, Inc. | 14,580 | $8.26M | 0.62% | +294+2.1% | Added |
| Tiaa Trust, National Association | 14,545 | $8.24M | 0.02% | −399−2.7% | Reduced |
| Seeds Investor LLC | 14,412 | $8.16M | 1.92% | +8,317+136.5% | Added |
| Means Investment Co., Inc. | 14,409 | $8.16M | 0.77% | −267−1.8% | Reduced |
| Central Bank & Trust Co | 14,258 | $8.08M | 1.32% | −931−6.1% | Reduced |
| Ieq Capital, LLC | 14,217 | $8.05M | 0.05% | −116−0.8% | Reduced |
| Legal & General Group Plc | 14,200 | $8.05M | 0.00% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 14,071 | $7.97M | 1.47% | +9+0.1% | Added |
| KCM Investment Advisors LLC | 14,027 | $7.95M | 0.27% | −427−3.0% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $7.89M | 2.48% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,789 | $7.84M | 3.83% | −23−0.2% | Reduced |
| Congress Wealth Management LLC | 13,794 | $7.81M | 0.08% | +2,316+20.2% | Added |
| Chesley Taft & Associates LLC | 13,733 | $7.78M | 0.35% | −133−1.0% | Reduced |
| Yousif Capital Management, LLC | 13,509 | $7.65M | 0.08% | −10,307−43.3% | Reduced |
| Symmetry Investments LP | 13,250 | $7.51M | 0.63% | −4,245−24.3% | Reduced |
| Buckingham Strategic Partners | 13,240 | $7.50M | 0.10% | −1,460−9.9% | Reduced |
| Smith Anglin Financial, LLC | 13,071 | $7.40M | 0.67% | −562−4.1% | Reduced |
| TKG Advisors, LLC | 13,030 | $7.38M | 3.31% | −82−0.6% | Reduced |
| Pacific Center for Financial Services | 13,010 | $7.37M | 2.00% | −59−0.5% | Reduced |
| Busey Wealth Management | 12,968 | $7.35M | 0.22% | 00.0% | Unchanged |
| Boston Family Office LLC | 12,920 | $7.32M | 0.49% | −17−0.1% | Reduced |
| Staley Capital Advisers Inc | 12,844 | $7.28M | 0.31% | −125−1.0% | Reduced |
| AQR Capital Management LLC | 12,714 | $7.20M | 0.01% | +6,297+98.1% | Added |
| Meridian Wealth Advisors, LLC | 12,669 | $7.18M | 1.13% | −119−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,661 | $7.17M | 0.06% | +5,710+82.1% | Added |
| Mechanics Bank Trust Department | 12,657 | $7.17M | 1.03% | −3,122−19.8% | Reduced |
| Grove Bank & Trust | 12,325 | $6.98M | 0.87% | −408−3.2% | Reduced |
| Sand Hill Global Advisors, LLC | 12,202 | $6.91M | 0.26% | −17−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,984 | $6.79M | 0.01% | −1,226−9.3% | Reduced |