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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 11,889 | $6.73M | 0.14% | −108−0.9% | Reduced |
| Capital Group Private Client Services, Inc. | 11,860 | $6.72M | 0.06% | +20.0% | Added |
| Private Advisor Group, LLC | 11,843 | $6.71M | 0.04% | −335−2.8% | Reduced |
| First Horizon Advisors, Inc. | 11,741 | $6.65M | 0.17% | +537+4.8% | Added |
| Community Bank, N.A. | 11,739 | $6.65M | 0.87% | −17−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 11,690 | $6.62M | 0.07% | +264+2.3% | Added |
| Atria Wealth Solutions, Inc. | 11,640 | $6.61M | 0.15% | −5,444−31.9% | Reduced |
| Tudor Investment Corp Et Al | 11,626 | $6.59M | 0.05% | +1,140+10.9% | Added |
| Synovus Financial Corp | 11,554 | $6.55M | 0.08% | −10.0% | Reduced |
| Linscomb & Williams, Inc. | 11,481 | $6.50M | 0.30% | −1,262−9.9% | Reduced |
| Barclays PLC | 11,443 | $6.48M | 0.00% | −1,038−8.3% | Reduced |
| Hanover Advisors Inc | 11,336 | $6.42M | 2.62% | −423−3.6% | Reduced |
| Goelzer Investment Management, Inc. | 11,088 | $6.28M | 0.34% | −276−2.4% | Reduced |
| Bank of Nova Scotia | 11,017 | $6.24M | 0.01% | −2,787−20.2% | Reduced |
| Inspire Trust Co, N.A. | 11,000 | $6.23M | 1.29% | +500+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,982 | $6.22M | 0.52% | −400−3.5% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.21M | 3.20% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 10,862 | $6.15M | 0.71% | +425+4.1% | Added |
| CMG Global Holdings, LLC | 10,407 | $6.10M | 3.21% | +1,150+12.4% | Added |
| Sanctuary Advisors, LLC | 10,763 | $6.10M | 0.04% | +310+3.0% | Added |
| Leavell Investment Management, Inc. | 10,712 | $6.09M | 0.27% | +28+0.3% | Added |
| Madison Park Capital Advisors, LLC | 10,672 | $6.05M | 5.09% | −817−7.1% | Reduced |
| Lynx Capital Group Ltd | 10,578 | $5.99M | 2.89% | −144−1.3% | Reduced |
| Hopwood Financial Services, Inc. | 10,574 | $5.99M | 4.68% | −8−0.1% | Reduced |
| Palisade Asset Management, LLC | 10,443 | $5.92M | 0.59% | −67−0.6% | Reduced |
| Diversified Portfolios, Inc. | 10,393 | $5.89M | 0.56% | −371−3.4% | Reduced |
| Retirement Income Solutions, Inc | 10,388 | $5.88M | 1.08% | −295−2.8% | Reduced |
| Adirondack Trust Co | 10,380 | $5.88M | 2.13% | −364−3.4% | Reduced |
| Gries Financial LLC | 10,294 | $5.83M | 1.06% | −10.0% | Reduced |
| Daymark Wealth Partners, LLC | 10,267 | $5.82M | 0.22% | +257+2.6% | Added |
| Balyasny Asset Management LLC | 10,130 | $5.74M | 0.01% | +1,130+12.6% | Added |
| Summit Financial, LLC | 10,047 | $5.71M | 0.13% | +603+6.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,041 | $5.71M | 0.13% | +465+4.9% | Added |
| Allworth Financial LP | 10,057 | $5.70M | 0.03% | +1,705+20.4% | Added |
| G&S Capital LLC | 10,052 | $5.69M | 2.26% | −50.0% | Reduced |
| RBF Capital, LLC | 10,000 | $5.66M | 0.28% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.66M | 5.44% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 9,922 | $5.63M | 3.81% | +411+4.3% | Added |
| Private Wealth Asset Management, LLC | 9,925 | $5.62M | 0.75% | −575−5.5% | Reduced |
| Central Trust Co | 9,802 | $5.55M | 0.13% | +85+0.9% | Added |
| Alexis Investment Partners, LLC | 9,784 | $5.54M | 2.39% | −1,445−12.9% | Reduced |
| Merit Financial Group, LLC | 9,669 | $5.48M | 0.06% | −61−0.6% | Reduced |
| Sageworth Trust Co | 9,571 | $5.42M | 0.30% | −11−0.1% | Reduced |
| Motco | 9,385 | $5.40M | 0.52% | +294+3.2% | Added |
| Resonant Capital Advisors, LLC | 9,452 | $5.37M | 0.34% | −267−2.7% | Reduced |
| Modera Wealth Management, LLC | 9,474 | $5.37M | 0.07% | −87−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.35M | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 9,402 | $5.33M | 0.98% | −166−1.7% | Reduced |
| Ti-Trust, Inc | 9,378 | $5.31M | 3.56% | +253+2.8% | Added |
| Flputnam Investment Management Co | 9,309 | $5.27M | 0.09% | −768−7.6% | Reduced |
| Harbour Investments, Inc. | 9,303 | $5.27M | 0.13% | +604+6.9% | Added |
| Firestone Capital Management | 9,217 | $5.22M | 1.23% | −12−0.1% | Reduced |
| Victory Capital Management Inc | 9,195 | $5.21M | 0.00% | −5,300−36.6% | Reduced |
| Balboa Wealth Partners | 9,159 | $5.19M | 1.04% | +47+0.5% | Added |
| Court Place Advisors, LLC | 9,134 | $5.17M | 1.63% | −375−3.9% | Reduced |
| Bank of New Hampshire | 9,096 | $5.15M | 1.28% | −10−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,026 | $5.11M | 0.71% | −491−5.2% | Reduced |
| Bokf, NA | 9,003 | $5.10M | 0.08% | −348−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 8,839 | $5.01M | 0.05% | −326−3.6% | Reduced |
| Colorado Capital Management, Inc. | 8,824 | $5.00M | 2.14% | −605−6.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,771 | $4.98M | 0.18% | +1,246+16.6% | Added |
| Crestwood Advisors Group LLC | 8,795 | $4.98M | 0.09% | +5,868+200.5% | Added |
| Meridian Investment Counsel Inc. | 8,750 | $4.96M | 1.35% | +27+0.3% | Added |
| Jones Financial Companies LLLP | 8,577 | $4.86M | 0.00% | +1,709+24.9% | Added |
| Millennium Management LLC | 8,551 | $4.84M | 0.00% | −93,560−91.6% | Reduced |
| Midwest Financial Group LLC | 8,545 | $4.84M | 2.54% | −341−3.8% | Reduced |
| Associated Banc-Corp | 8,534 | $4.83M | 0.14% | −735−7.9% | Reduced |
| Paulson Wealth Management Inc. | 8,487 | $4.81M | 1.24% | +646+8.2% | Added |
| HSBC Holdings PLC | 8,400 | $4.76M | 0.00% | −84−1.0% | Reduced |
| AMG National Trust Bank | 8,361 | $4.74M | 0.12% | 00.0% | Unchanged |
| Highview Capital Management LLC | 8,240 | $4.67M | 1.80% | +52+0.6% | Added |
| Barrett & Company, Inc. | 8,208 | $4.65M | 1.74% | +86+1.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,958 | $4.63M | 1.68% | +306+4.0% | Added |
| Breakwater Capital Group | 8,169 | $4.63M | 0.75% | +122+1.5% | Added |
| Apollon Wealth Management, LLC | 8,143 | $4.61M | 0.09% | −271−3.2% | Reduced |
| Perigon Wealth Management, LLC | 8,105 | $4.59M | 0.11% | −221−2.7% | Reduced |
| Financial Engines Advisors L.L.C. | 8,086 | $4.58M | 0.01% | −408−4.8% | Reduced |
| North Star Investment Management Corp. | 8,061 | $4.57M | 0.32% | +366+4.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $4.50M | 2.52% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 7,946 | $4.50M | 0.71% | −1,594−16.7% | Reduced |
| Bay Rivers Group | 7,861 | $4.45M | 2.04% | +53+0.7% | Added |
| Finley Financial, LLC | 7,810 | $4.42M | 2.22% | −110−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,756 | $4.39M | 0.05% | −598−7.2% | Reduced |
| Prospera Financial Services Inc | 7,718 | $4.37M | 0.08% | +73+1.0% | Added |
| Change Path, LLC | 7,688 | $4.36M | 0.11% | +1,325+20.8% | Added |
| Intrepid Financial Planning Group LLC | 7,681 | $4.35M | 1.83% | −4−0.1% | Reduced |
| Wetherby Asset Management Inc | 7,630 | $4.32M | 0.19% | +7,630 | New |
| KMG Fiduciary Partners, LLC | 7,616 | $4.31M | 0.32% | −303−3.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,610 | $4.31M | 0.24% | +940+14.1% | Added |
| Sonata Capital Group Inc | 7,476 | $4.24M | 1.69% | −120−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,252 | $4.22M | 0.11% | −17−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 7,377 | $4.22M | 0.38% | −150−2.0% | Reduced |
| Evensky & Katz LLC | 7,449 | $4.22M | 0.26% | −130−1.7% | Reduced |
| Keybank National Association | 7,448 | $4.22M | 0.02% | −61−0.8% | Reduced |
| Haverford Trust Co | 7,399 | $4.19M | 0.04% | +300+4.2% | Added |
| J.W. Cole Advisors, Inc. | 7,346 | $4.16M | 0.09% | +1,864+34.0% | Added |
| Fifth Third Bancorp | 7,326 | $4.15M | 0.01% | −60−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 7,281 | $4.13M | 0.05% | −1,219−14.3% | Reduced |
| JMG Financial Group, Ltd. | 7,218 | $4.09M | 0.12% | −12−0.2% | Reduced |