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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 2,757 | $1.56M | 1.06% | −33−1.2% | Reduced |
| Focus Financial Network, Inc. | 2,753 | $1.56M | 0.06% | −119−4.1% | Reduced |
| Advus Financial Partners, LLC | 2,739 | $1.56M | 0.61% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.55M | 0.50% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.55M | 0.84% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,700 | $1.53M | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.53M | 0.17% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,690 | $1.52M | 0.02% | +224+9.1% | Added |
| TCTC Holdings, LLC | 2,686 | $1.52M | 0.05% | 00.0% | Unchanged |
| Compass Capital Corp | 2,671 | $1.52M | 0.72% | −10.0% | Reduced |
| GEM Asset Management, LLC | 2,622 | $1.51M | 0.77% | −102−3.7% | Reduced |
| ARK & TLK Investments, LLC | 2,665 | $1.51M | 0.48% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,646 | $1.50M | 0.08% | −81−3.0% | Reduced |
| Disciplined Investments, LLC | 2,632 | $1.49M | 0.63% | −23−0.9% | Reduced |
| Essex Financial Services, Inc. | 2,617 | $1.48M | 0.10% | −10−0.4% | Reduced |
| Semitam Bonam LLC | 2,617 | $1.48M | 1.40% | +2,617 | New |
| Headlands Technologies LLC | 2,604 | $1.48M | 0.18% | +2,604 | New |
| Bradley Foster & Sargent Inc | 2,600 | $1.47M | 0.02% | +552+27.0% | Added |
| Deutsche Bank AG | 2,565 | $1.45M | 0.00% | −238−8.5% | Reduced |
| Stock Yards Bank & Trust Co | 2,539 | $1.44M | 0.05% | +68+2.8% | Added |
| Coyle Financial Counsel LLC | 2,510 | $1.42M | 0.38% | +4+0.2% | Added |
| Axxcess Wealth Management, LLC | 2,510 | $1.42M | 0.03% | +122+5.1% | Added |
| Cary Street Partners Financial LLC | 2,508 | $1.42M | 0.04% | −49−1.9% | Reduced |
| Ullmann Financial Group, Inc. | 2,504 | $1.42M | 0.17% | 00.0% | Unchanged |
| Atria Investments LLC | 2,488 | $1.41M | 0.02% | +269+12.1% | Added |
| Summit Trail Advisors, LLC | 2,474 | $1.41M | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,474 | $1.40M | 0.08% | −151−5.8% | Reduced |
| Osborne Partners Capital Management, LLC | 2,471 | $1.40M | 0.07% | −230−8.5% | Reduced |
| Equitable Trust Co | 2,470 | $1.40M | 0.07% | −90−3.5% | Reduced |
| Zhang Financial LLC | 2,451 | $1.39M | 0.06% | +72+3.0% | Added |
| Pitcairn Co | 2,433 | $1.38M | 0.09% | +2,433 | New |
| Neuberger Berman Group LLC | 2,430 | $1.38M | 0.00% | −354−12.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,417 | $1.37M | 0.10% | −80−3.2% | Reduced |
| GM Advisory Group, Inc. | 2,410 | $1.36M | 0.07% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,407 | $1.36M | 0.54% | +103+4.5% | Added |
| Cozad Asset Management Inc | 2,403 | $1.36M | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,390 | $1.35M | 0.03% | +2,390 | New |
| Middleton & Co Inc | 2,373 | $1.34M | 0.15% | −63−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,373 | $1.34M | 0.10% | +75+3.3% | Added |
| Choate Investment Advisors | 2,366 | $1.34M | 0.03% | +182+8.3% | Added |
| Coldstream Capital Management Inc | 2,363 | $1.34M | 0.02% | +313+15.3% | Added |
| Boston Private Wealth LLC | 2,341 | $1.33M | 0.07% | −3,070−56.7% | Reduced |
| Sunflower Bank, N.A. | 2,334 | $1.32M | 0.33% | −148−6.0% | Reduced |
| Sunbeam Capital Management, LLC | 2,320 | $1.31M | 1.00% | −152−6.1% | Reduced |
| Gsa Capital Partners LLP | 2,295 | $1.30M | 0.09% | +666+40.9% | Added |
| AlphaStar Capital Management, LLC | 2,283 | $1.29M | 0.09% | +148+6.9% | Added |
| Renaissance Investment Group LLC | 2,273 | $1.29M | 0.28% | −100−4.2% | Reduced |
| Wedbush Securities Inc | 2,271 | $1.29M | 0.04% | +55+2.5% | Added |
| American Capital Advisory, LLC | 2,266 | $1.28M | 0.64% | −35−1.5% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.28M | 0.48% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,254 | $1.28M | 0.08% | −49−2.1% | Reduced |
| We Are One Seven, LLC | 2,254 | $1.28M | 0.04% | +121+5.7% | Added |
| Tompkins Financial Corp | 2,241 | $1.27M | 0.12% | +50+2.3% | Added |
| Citadel Advisors LLC | 2,215 | $1.25M | 0.00% | −221,127−99.0% | Reduced |
| Kennebec Savings Bank | 2,210 | $1.25M | 1.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,201 | $1.25M | 0.16% | 00.0% | Unchanged |
| Signal Tree Financial Partners LLC | 2,193 | $1.24M | 1.07% | +2,193 | New |
| Simplicity Wealth,LLC | 2,163 | $1.23M | 0.05% | +228+11.8% | Added |
| Plancorp, LLC | 2,163 | $1.23M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,148 | $1.22M | 0.02% | −173−7.5% | Reduced |
| Farther Finance Advisors, LLC | 2,137 | $1.21M | 0.02% | +360+20.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,133 | $1.21M | 0.04% | +23+1.1% | Added |
| SOL Capital Management CO | 2,125 | $1.20M | 0.12% | +50+2.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.19M | 0.34% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,101 | $1.19M | 0.07% | 00.0% | Unchanged |
| Emprise Bank | 2,096 | $1.19M | 0.57% | 00.0% | Unchanged |
| Bank of Hawaii | 2,087 | $1.18M | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,085 | $1.18M | 0.22% | −166−7.4% | Reduced |
| Manchester Capital Management LLC | 2,078 | $1.18M | 0.15% | −450−17.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,071 | $1.17M | 0.07% | −15−0.7% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.17M | 0.42% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,061 | $1.17M | 0.07% | +112+5.7% | Added |
| Frisch Financial Group, Inc. | 2,050 | $1.17M | 0.29% | −40−1.9% | Reduced |
| Founders Financial Securities LLC | 2,052 | $1.16M | 0.09% | +17+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.14M | 0.06% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,002 | $1.13M | 0.32% | +14+0.7% | Added |
| High Falls Advisors, Inc | 2,002 | $1.13M | 0.25% | −36−1.8% | Reduced |
| Capital Planning Advisors, LLC | 2,000 | $1.13M | 0.17% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,993 | $1.13M | 0.59% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,988 | $1.13M | 0.20% | −199−9.1% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.13M | 0.46% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,981 | $1.12M | 0.67% | +87+4.6% | Added |
| Burling Wealth Partners, LLC | 1,979 | $1.12M | 0.21% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,976 | $1.12M | 0.01% | −134−6.4% | Reduced |
| Horizon Investments, LLC | 1,972 | $1.12M | 0.02% | −9−0.5% | Reduced |
| Journey Advisory Group, LLC | 1,972 | $1.12M | 0.09% | +153+8.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,969 | $1.12M | 0.06% | +844+75.0% | Added |
| Great Valley Advisor Group, Inc. | 1,968 | $1.12M | 0.02% | −157−7.4% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,962 | $1.11M | 1.02% | −60−3.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,958 | $1.11M | 0.07% | −4−0.2% | Reduced |
| Sebold Capital Management, Inc. | 1,953 | $1.11M | 0.68% | +180+10.2% | Added |
| Stephens Inc | 1,941 | $1.10M | 0.02% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,934 | $1.10M | 0.35% | +5+0.3% | Added |
| Lyell Wealth Management, LP | 1,930 | $1.09M | 0.09% | −181−8.6% | Reduced |
| Taylor Financial Group, Inc. | 1,929 | $1.09M | 0.68% | −95−4.7% | Reduced |
| Brighton Jones LLC | 1,926 | $1.09M | 0.03% | −69−3.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,910 | $1.08M | 0.09% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,899 | $1.08M | 0.06% | −61−3.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,894 | $1.07M | 0.03% | −62−3.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,888 | $1.07M | 0.48% | −146−7.2% | Reduced |