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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 7,186 | $4.07M | 0.07% | −3,158−30.5% | Reduced |
| Equitable Holdings, Inc. | 7,127 | $4.04M | 0.03% | −755−9.6% | Reduced |
| NBW Capital LLC | 7,083 | $4.01M | 0.87% | +122+1.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 6,965 | $3.98M | 1.65% | −279−3.9% | Reduced |
| Davis R M Inc | 7,016 | $3.97M | 0.07% | −49−0.7% | Reduced |
| PFG Advisors | 7,004 | $3.97M | 0.19% | +1,222+21.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,937 | $3.93M | 0.11% | +171+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,921 | $3.92M | 0.16% | +2,982+75.7% | Added |
| Sagespring Wealth Partners, LLC | 6,914 | $3.92M | 0.08% | −682−9.0% | Reduced |
| Segment Wealth Management, LLC | 6,864 | $3.89M | 0.25% | −66−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,829 | $3.87M | 1.28% | −685−9.1% | Reduced |
| Ballentine Partners, LLC | 6,816 | $3.86M | 0.06% | −23−0.3% | Reduced |
| Bailard, Inc. | 6,731 | $3.81M | 0.09% | +350+5.5% | Added |
| Graypoint LLC | 6,697 | $3.79M | 0.21% | +1,017+17.9% | Added |
| Union Savings Bank | 6,582 | $3.79M | 1.74% | −217−3.2% | Reduced |
| David Loasby | 6,609 | $3.75M | 0.32% | +815+14.1% | Added |
| Resources Investment Advisors, LLC. | 6,597 | $3.74M | 0.04% | −295−4.3% | Reduced |
| Glen Eagle Advisors, LLC | 6,526 | $3.70M | 0.57% | −38−0.6% | Reduced |
| Bristlecone Advisors, LLC | 6,494 | $3.68M | 0.31% | −20−0.3% | Reduced |
| GWM Advisors LLC | 6,484 | $3.67M | 0.02% | +508+8.5% | Added |
| First Citizens Bank & Trust Co | 6,461 | $3.66M | 0.07% | +391+6.4% | Added |
| Keystone Financial Group | 6,412 | $3.64M | 0.33% | −29−0.5% | Reduced |
| Tandem Investment Partners LLC | 6,372 | $3.61M | 3.15% | −441−6.5% | Reduced |
| Woodstock Corp | 6,352 | $3.60M | 0.33% | +162+2.6% | Added |
| Salomon & Ludwin, LLC | 6,199 | $3.59M | 0.35% | −22−0.4% | Reduced |
| Greenleaf Trust | 6,249 | $3.54M | 0.03% | −113−1.8% | Reduced |
| New Century Financial Group, LLC | 6,212 | $3.52M | 4.13% | −153−2.4% | Reduced |
| Crews Bank & Trust | 6,205 | $3.52M | 0.55% | −25−0.4% | Reduced |
| Matrix Asset Advisors Inc | 6,200 | $3.51M | 0.36% | −269−4.2% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.51M | 1.32% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,089 | $3.51M | 0.06% | +545+9.8% | Added |
| Charter Research & Investment Group, Inc. | 6,172 | $3.50M | 2.61% | −106−1.7% | Reduced |
| RSM US Wealth Management LLC | 54,401 | $3.49M | 0.05% | +63+0.1% | Added |
| Fiduciary Trust Co | 6,137 | $3.48M | 0.04% | −93−1.5% | Reduced |
| Clear Point Advisors Inc. | 6,146 | $3.46M | 2.92% | −113−1.8% | Reduced |
| Audent Global Asset Management, LLC | 5,994 | $3.40M | 2.46% | −345−5.4% | Reduced |
| Precedent Wealth Partners, LLC | 5,951 | $3.37M | 0.83% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,853 | $3.32M | 2.53% | −34−0.6% | Reduced |
| Sepio Capital, LP | 5,810 | $3.29M | 0.23% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5,785 | $3.28M | 0.36% | −669−10.4% | Reduced |
| Romano Brothers and Company | 5,755 | $3.26M | 0.40% | −137−2.3% | Reduced |
| Signature Securities Group Corporation | 5,697 | $3.24M | 0.90% | −90−1.6% | Reduced |
| Washburn Capital Management, Inc. | 51,690 | $3.21M | 1.88% | −9,270−15.2% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.20M | 0.69% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,637 | $3.19M | 0.02% | −40−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 5,630 | $3.19M | 0.03% | −660−10.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,570 | $3.16M | 0.07% | +10.0% | Added |
| Brinker Capital Investments, LLC | 5,560 | $3.15M | 0.03% | +2,514+82.5% | Added |
| Stephenson National Bank & Trust | 5,547 | $3.14M | 1.02% | −14−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,517 | $3.13M | 0.27% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,507 | $3.12M | 0.03% | +5,507 | New |
| Joel Isaacson & Co., LLC | 5,476 | $3.10M | 0.13% | +12+0.2% | Added |
| Snowden Capital Advisors LLC | 5,442 | $3.09M | 0.09% | −1,343−19.8% | Reduced |
| Eastern Bank | 5,437 | $3.08M | 0.06% | −55−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,360 | $3.04M | 0.01% | −93−1.7% | Reduced |
| Argent Trust Co | 5,294 | $3.00M | 0.11% | +175+3.4% | Added |
| Garden State Investment Advisory Services LLC | 5,200 | $2.95M | 0.80% | −650−11.1% | Reduced |
| Miller Investment Management, LP | 5,201 | $2.95M | 0.31% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,153 | $2.92M | 0.12% | +107+2.1% | Added |
| Coastline Trust Co | 5,086 | $2.88M | 0.33% | +395+8.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,082 | $2.88M | 0.01% | +505+11.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 5,060 | $2.87M | 1.03% | +186+3.8% | Added |
| Spinnaker Trust | 5,056 | $2.86M | 0.17% | −10.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,052 | $2.86M | 0.47% | +504+11.1% | Added |
| Sigma Planning Corp | 5,036 | $2.85M | 0.09% | −56−1.1% | Reduced |
| Ssa Swiss Advisors AG | 4,867 | $2.85M | 1.37% | −4,161−46.1% | Reduced |
| Price T Rowe Associates Inc | 4,991 | $2.83M | 0.00% | +1,993+66.5% | Added |
| Pegasus Asset Management, Inc. | 4,988 | $2.83M | 0.97% | −84−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,986 | $2.82M | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,964 | $2.81M | 0.03% | +189+4.0% | Added |
| Shoker Investment Counsel, Inc. | 4,950 | $2.80M | 0.88% | −86−1.7% | Reduced |
| Vanguard Group Inc | 4,927 | $2.79M | 0.00% | −154−3.0% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.79M | 0.56% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 4,721 | $2.75M | 0.40% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,846 | $2.75M | 0.08% | +359+8.0% | Added |
| Weil Company, Inc. | 4,832 | $2.74M | 0.72% | −1,230−20.3% | Reduced |
| Northstar Asset Management LLC | 4,820 | $2.73M | 0.63% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,789 | $2.71M | 0.38% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,768 | $2.70M | 0.14% | −49−1.0% | Reduced |
| Centaurus Financial, Inc. | 4,756 | $2.69M | 0.16% | +843+21.5% | Added |
| Tower Research Capital LLC (TRC) | 4,755 | $2.69M | 0.07% | +4,738+27,870.6% | Added |
| TD Waterhouse Canada Inc. | 4,685 | $2.69M | 0.02% | −64−1.3% | Reduced |
| Asset Management Group, Inc. | 4,738 | $2.68M | 0.47% | +12+0.3% | Added |
| Winthrop Advisory Group LLC | 4,571 | $2.60M | 0.25% | −140−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,568 | $2.59M | 0.12% | +10.0% | Added |
| West Paces Advisors Inc. | 4,560 | $2.58M | 0.55% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,532 | $2.58M | 0.12% | −76−1.6% | Reduced |
| Green Square Capital Advisors LLC | 4,535 | $2.57M | 0.31% | −442−8.9% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.55M | 0.62% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,483 | $2.54M | 2.84% | +113+2.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,481 | $2.54M | 0.12% | −247−5.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,448 | $2.52M | 0.57% | +4,448 | New |
| Davidson Trust Co | 4,428 | $2.51M | 1.16% | −67−1.5% | Reduced |
| Gould Asset Management LLC | 4,426 | $2.51M | 0.49% | −2,125−32.4% | Reduced |
| Meridian Wealth Management, LLC | 4,419 | $2.50M | 0.11% | −34−0.8% | Reduced |
| Geneos Wealth Management Inc. | 4,409 | $2.50M | 0.06% | +229+5.5% | Added |
| Jump Financial, LLC | 4,404 | $2.49M | 0.03% | +4,404 | New |
| Diversified Trust Co | 4,398 | $2.49M | 0.06% | −31−0.7% | Reduced |
| Naples Global Advisors, LLC | 4,382 | $2.49M | 0.21% | −25−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,388 | $2.49M | 0.03% | −295−6.3% | Reduced |