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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,359 | $2.47M | 0.86% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,356 | $2.47M | 0.85% | −324−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,345 | $2.46M | 0.03% | +400+10.1% | Added |
| Lowe Wealth Advisors, LLC | 4,335 | $2.46M | 0.96% | −27−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,321 | $2.45M | 0.27% | −118−2.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,304 | $2.44M | 0.53% | −91−2.1% | Reduced |
| Caliber Wealth Management, LLC | 4,258 | $2.41M | 0.26% | −350−7.6% | Reduced |
| TD Private Client Wealth LLC | 4,212 | $2.39M | 0.06% | +1,575+59.7% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.39M | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,206 | $2.38M | 0.60% | −155−3.6% | Reduced |
| Lavaca Capital LLC | 4,200 | $2.38M | 0.97% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,199 | $2.38M | 0.03% | +441+11.7% | Added |
| Element Wealth, LLC | 4,193 | $2.38M | 1.09% | −169−3.9% | Reduced |
| NorthRock Partners, LLC | 4,170 | $2.36M | 0.06% | +568+15.8% | Added |
| RVW Wealth, LLC | 4,154 | $2.35M | 0.20% | −162−3.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.35M | 0.80% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,135 | $2.34M | 0.15% | +3,272+379.1% | Added |
| PKS Advisory Services, LLC | 4,130 | $2.34M | 0.58% | −75−1.8% | Reduced |
| Independent Financial Group, LLC | 4,108 | $2.33M | 0.06% | +1,718+71.9% | Added |
| St. Johns Investment Management Company, LLC | 4,082 | $2.31M | 1.06% | −625−13.3% | Reduced |
| Golden State Wealth Management, LLC | 4,076 | $2.31M | 0.28% | −2,244−35.5% | Reduced |
| Financial Life Planners | 4,038 | $2.29M | 1.86% | −962−19.2% | Reduced |
| RFG Advisory, LLC | 4,019 | $2.28M | 0.05% | −829−17.1% | Reduced |
| Courier Capital LLC | 4,013 | $2.27M | 0.14% | −590−12.8% | Reduced |
| Baron Financial Group, LLC | 4,007 | $2.27M | 1.33% | −124−3.0% | Reduced |
| International Assets Investment Management, LLC | 3,984 | $2.26M | 0.18% | +130+3.4% | Added |
| Transatlantique Private Wealth LLC | 3,963 | $2.24M | 0.83% | −32−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,961 | $2.24M | 0.18% | −11−0.3% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.21M | 0.46% | +20+0.5% | Added |
| Hilltop Holdings Inc. | 3,889 | $2.20M | 0.14% | +865+28.6% | Added |
| CIBC World Markets Inc. | 3,877 | $2.20M | 0.00% | −943−19.6% | Reduced |
| HB Wealth Management, LLC | 3,869 | $2.19M | 0.02% | −2,289−37.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,781 | $2.14M | 1.52% | −55−1.4% | Reduced |
| Revolve Wealth Partners, LLC | 3,777 | $2.14M | 0.28% | −241−6.0% | Reduced |
| Intelligent Financial Strategies | 3,743 | $2.13M | 1.13% | −103−2.7% | Reduced |
| Venturi Wealth Management, LLC | 3,749 | $2.12M | 0.10% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 3,741 | $2.12M | 2.17% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,713 | $2.10M | 0.08% | −144−3.7% | Reduced |
| Adviser Investments LLC | 3,708 | $2.10M | 0.03% | +10.0% | Added |
| Park Capital Management, LLC | 3,708 | $2.10M | 1.95% | +7+0.2% | Added |
| Alpha Wealth Funds, LLC | 3,702 | $2.10M | 1.96% | −161−4.2% | Reduced |
| Renaissance Technologies LLC | 3,700 | $2.10M | 0.00% | −9,800−72.6% | Reduced |
| All Terrain Financial Advisors, LLC | 3,698 | $2.09M | 0.76% | −11−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,667 | $2.08M | 0.26% | +10.0% | Added |
| Global Retirement Partners, LLC | 3,640 | $2.06M | 0.05% | +3,640 | New |
| Scotia Capital Inc. | 3,631 | $2.06M | 0.01% | +329+10.0% | Added |
| Red Door Wealth Management, LLC | 3,615 | $2.05M | 0.24% | +2,755+320.3% | Added |
| Old Second National Bank of Aurora | 3,606 | $2.04M | 0.45% | −48−1.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,596 | $2.04M | 0.49% | +100+2.9% | Added |
| Trust Point Inc. | 3,593 | $2.04M | 0.19% | −111−3.0% | Reduced |
| Lionsbridge Wealth Management LLC | 3,588 | $2.03M | 2.02% | +101+2.9% | Added |
| National Asset Management, Inc. | 3,561 | $2.02M | 0.10% | −1,073−23.2% | Reduced |
| Northern Oak Wealth Management Inc | 3,541 | $2.01M | 0.25% | 00.0% | Unchanged |
| Sentinus, LLC | 3,518 | $1.99M | 0.49% | +1,050+42.5% | Added |
| Glaxis Capital Management, LLC | 3,500 | $1.98M | 2.65% | +2,700+337.5% | Added |
| Private Trust Co NA | 3,466 | $1.96M | 0.19% | −50−1.4% | Reduced |
| Evoke Wealth, LLC | 3,453 | $1.96M | 0.05% | +2,301+199.7% | Added |
| Topsail Wealth Management, LLC | 3,461 | $1.96M | 0.36% | −275−7.4% | Reduced |
| Peterson Wealth Management | 3,457 | $1.96M | 1.16% | +1,641+90.4% | Added |
| Investment Advisory Group, LLC | 3,445 | $1.95M | 0.59% | −25−0.7% | Reduced |
| Becker Capital Management Inc | 3,345 | $1.90M | 0.06% | −106−3.1% | Reduced |
| Integrated Advisors Network LLC | 3,355 | $1.90M | 0.09% | −41−1.2% | Reduced |
| CWS Financial Advisors, LLC | 3,319 | $1.88M | 0.55% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,272 | $1.85M | 0.35% | −36−1.1% | Reduced |
| Northwest Bancshares, Inc. | 3,255 | $1.84M | 0.32% | +289+9.7% | Added |
| Meridian Financial, LLC | 3,243 | $1.84M | 1.19% | −100−3.0% | Reduced |
| TSFG, LLC | 3,238 | $1.83M | 0.33% | −22−0.7% | Reduced |
| Aspiriant, LLC | 3,221 | $1.82M | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,198 | $1.81M | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,192 | $1.81M | 0.11% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,191 | $1.81M | 0.85% | +3,191 | New |
| Eldridge Investment Advisors, Inc. | 3,177 | $1.80M | 0.38% | −100−3.1% | Reduced |
| GenTrust, LLC | 3,164 | $1.80M | 0.08% | −127−3.9% | Reduced |
| Gridiron Partners, LLC | 3,164 | $1.79M | 1.11% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,158 | $1.79M | 0.40% | +1,538+94.9% | Added |
| McKinley Carter Wealth Services, Inc. | 3,151 | $1.78M | 0.10% | 00.0% | Unchanged |
| Farrow Financial Inc. | 3,114 | $1.76M | 1.07% | −157−4.8% | Reduced |
| Embree Financial Group | 3,107 | $1.76M | 0.27% | +4+0.1% | Added |
| Blue Fin Capital, Inc. | 3,083 | $1.75M | 0.30% | −464−13.1% | Reduced |
| Dynamic Advisor Solutions LLC | 3,068 | $1.74M | 0.05% | −123−3.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,057 | $1.73M | 0.28% | −43−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 3,046 | $1.73M | 0.06% | −26−0.8% | Reduced |
| Scientech Research LLC | 3,043 | $1.72M | 0.42% | +2,237+277.5% | Added |
| Black Maple Capital Management LP | 3,000 | $1.70M | 1.18% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,999 | $1.70M | 0.09% | +310+11.5% | Added |
| SlateStone Wealth, LLC | 2,985 | $1.69M | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.68M | 0.36% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,933 | $1.66M | 0.68% | −175−5.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $1.66M | 1.09% | −57−1.9% | Reduced |
| Regions Financial Corp | 2,900 | $1.64M | 0.01% | −58−2.0% | Reduced |
| AlTi Global, Inc. | 2,849 | $1.62M | 0.04% | −155−5.2% | Reduced |
| LM Advisors LLC | 2,844 | $1.61M | 0.21% | −1,670−37.0% | Reduced |
| BKD Wealth Advisors, LLC | 2,819 | $1.60M | 0.03% | +384+15.8% | Added |
| SK Wealth Management, LLC | 2,722 | $1.58M | 0.69% | +9+0.3% | Added |
| ARS Investment Partners, LLC | 2,783 | $1.58M | 0.11% | +248+9.8% | Added |
| XML Financial, LLC | 2,778 | $1.57M | 0.14% | −13−0.5% | Reduced |
| Hardy Reed LLC | 2,775 | $1.57M | 0.13% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,767 | $1.57M | 0.83% | +7+0.3% | Added |
| Fiducient Advisors LLC | 2,764 | $1.57M | 0.19% | +152+5.8% | Added |
| Compass Wealth Management LLC | 2,759 | $1.56M | 0.37% | −207−7.0% | Reduced |