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 |
|---|---|---|---|---|---|
| Private Wealth Group, LLC | 1,887 | $1.07M | 0.57% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.06M | 0.44% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.06M | 0.04% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,868 | $1.06M | 0.29% | −175−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,866 | $1.06M | 0.05% | −102−5.2% | Reduced |
| Glassman Wealth Services | 1,858 | $1.05M | 0.16% | −97−5.0% | Reduced |
| Financial Partners Group, LLC | 1,857 | $1.05M | 0.38% | +25+1.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,849 | $1.05M | 0.24% | −19−1.0% | Reduced |
| Howe & Rusling Inc | 1,844 | $1.04M | 0.08% | −398−17.8% | Reduced |
| Triumph Capital Management | 1,842 | $1.04M | 0.31% | +1,842 | New |
| SFM, LLC | 1,825 | $1.03M | 0.66% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,814 | $1.03M | 0.06% | −24−1.3% | Reduced |
| BancorpSouth Bank | 1,818 | $1.03M | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,804 | $1.02M | 0.21% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,792 | $1.02M | 0.16% | −4,535−71.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.01M | 0.18% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,784 | $1.01M | 0.26% | +50+2.9% | Added |
| InTrack Investment Management Inc | 1,772 | $1.00M | 0.67% | −3,000−62.9% | Reduced |
| Sunpointe, LLC | 1,762 | $1.00M | 0.40% | +1,045+145.7% | Added |
| Parsons Capital Management Inc | 1,757 | $995.3K | 0.06% | +4+0.2% | Added |
| Long Road Investment Counsel, LLC | 1,750 | $991.3K | 0.37% | +430+32.6% | Added |
| Lynch & Associates | 1,740 | $985.7K | 0.20% | 00.0% | Unchanged |
| Darrow Company, Inc. | 1,729 | $980.0K | 0.50% | −1−0.1% | Reduced |
| Fiera Capital Corp | 1,725 | $977.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,721 | $975.0K | 0.02% | +763+79.6% | Added |
| Braun Stacey Associates Inc | 1,719 | $973.8K | 0.04% | −404−19.0% | Reduced |
| Pacific Financial Group Inc | 1,718 | $973.4K | 0.76% | −345−16.7% | Reduced |
| Wood Tarver Financial Group, LLC | 1,717 | $972.0K | 0.29% | −13−0.8% | Reduced |
| Atomi Financial Group, Inc. | 1,708 | $967.5K | 0.04% | −17−1.0% | Reduced |
| Berger Financial Group, Inc | 1,700 | $963.0K | 0.06% | −207−10.9% | Reduced |
| Paragon Capital Management Ltd | 1,700 | $963.0K | 0.17% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,698 | $961.6K | 0.03% | −46−2.6% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,688 | $956.2K | 0.87% | −770−31.3% | Reduced |
| Moors & Cabot, Inc. | 1,683 | $953.4K | 0.04% | −40−2.3% | Reduced |
| Castle Rock Wealth Management, LLC | 1,641 | $951.1K | 0.22% | −644−28.2% | Reduced |
| Legacy Private Trust Co. | 1,665 | $943.2K | 0.06% | −1−0.1% | Reduced |
| Jordan Park Group LLC | 1,664 | $942.6K | 0.06% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,663 | $942.1K | 0.29% | −2,771−62.5% | Reduced |
| OneAscent Financial Services LLC | 1,647 | $941.0K | 0.07% | −405−19.7% | Reduced |
| Capital Investment Counsel, LLC | 1,655 | $937.6K | 0.15% | +1,190+255.9% | Added |
| Insigneo Advisory Services, LLC | 1,654 | $937.0K | 0.08% | −1,401−45.9% | Reduced |
| Alesco Advisors LLC | 1,649 | $934.1K | 0.03% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,648 | $933.6K | 0.35% | +82+5.2% | Added |
| LCNB Corp | 1,640 | $929.0K | 0.33% | −15−0.9% | Reduced |
| Orgel Wealth Management, LLC | 1,634 | $925.6K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 1,630 | $923.3K | 0.37% | +1+0.1% | Added |
| Tritonpoint Wealth, LLC | 1,622 | $921.8K | 0.09% | −16−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 1,627 | $921.7K | 0.03% | −205−11.2% | Reduced |
| Gator Capital Management, LLC | 1,624 | $920.0K | 0.29% | +285+21.3% | Added |
| Prosperity Planning, Inc. | 1,616 | $915.4K | 0.26% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 1,605 | $909.1K | 0.15% | +3+0.2% | Added |
| Old North State Trust, LLC | 1,601 | $907.0K | 0.62% | −70−4.2% | Reduced |
| Rockland Trust Co | 1,601 | $906.9K | 0.04% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,600 | $906.4K | 0.25% | +1,600 | New |
| SkyView Investment Advisors, LLC | 1,600 | $906.0K | 0.13% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,597 | $904.9K | 0.23% | −235−12.8% | Reduced |
| Simplex Trading, LLC | 1,590 | $900.0K | 0.02% | +888+126.5% | Added |
| ZRC Wealth Management, LLC | 1,582 | $895.9K | 0.35% | −296−15.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,571 | $889.9K | 0.03% | −284−15.3% | Reduced |
| Accredited Investors Inc. | 1,566 | $887.3K | 0.05% | 00.0% | Unchanged |
| Providence First Trust Co | 1,566 | $887.1K | 0.31% | +135+9.4% | Added |
| Pettinga Financial Advisors, LLC | 1,561 | $884.3K | 0.19% | −75−4.6% | Reduced |
| RTD Financial Advisors, Inc. | 1,560 | $883.8K | 0.11% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,548 | $876.9K | 0.32% | +94+6.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $870.7K | 0.68% | 00.0% | Unchanged |
| American Money Management, LLC | 1,526 | $864.4K | 0.15% | −8−0.5% | Reduced |
| Clarendon Private LLC | 1,513 | $857.3K | 0.82% | +3+0.2% | Added |
| Gen-Wealth Partners Inc | 1,513 | $857.1K | 0.33% | +5+0.3% | Added |
| Carrera Capital Advisors | 1,501 | $852.8K | 0.17% | −142−8.6% | Reduced |
| Warner Financial, Inc | 1,502 | $851.0K | 0.35% | −745−33.2% | Reduced |
| Retirement Capital Strategies | 1,502 | $850.9K | 0.34% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,497 | $850.7K | 0.03% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,496 | $847.6K | 0.59% | +26+1.8% | Added |
| Vista Investment Management | 1,492 | $845.2K | 0.31% | −11−0.7% | Reduced |
| General Partner, Inc. | 1,484 | $840.7K | 0.49% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,435 | $840.5K | 0.06% | +157+12.3% | Added |
| Sound Income Strategies, LLC | 1,474 | $835.0K | 0.05% | +1,470+36,750.0% | Added |
| Rialto Wealth Management, LLC | 1,471 | $833.3K | 0.23% | −2−0.1% | Reduced |
| Roberts Glore & Co Inc | 1,471 | $833.3K | 0.24% | +183+14.2% | Added |
| Panoramic Capital Partners, LLC | 1,428 | $831.7K | 0.58% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,457 | $825.4K | 0.01% | +892+157.9% | Added |
| Petix & Botte Co | 1,450 | $821.4K | 0.20% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,449 | $820.9K | 0.22% | +4+0.3% | Added |
| Grimes & Company, Inc. | 1,445 | $818.8K | 0.02% | −4−0.3% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $818.3K | 0.21% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,440 | $816.0K | 0.06% | −501−25.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,439 | $815.4K | 0.11% | −10−0.7% | Reduced |
| First City Capital Management, Inc. | 1,428 | $808.9K | 0.47% | +26+1.9% | Added |
| Clarius Group, LLC | 1,426 | $807.8K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,423 | $806.1K | 0.05% | −24−1.7% | Reduced |
| D.A. Davidson & Co. | 1,421 | $805.5K | 0.01% | +172+13.8% | Added |
| MontVue Capital Management, Inc. | 1,419 | $803.8K | 0.57% | +11+0.8% | Added |
| Samalin Investment Counsel, LLC | 1,416 | $802.6K | 0.31% | +2+0.1% | Added |
| BankPlus Trust Department | 1,414 | $801.0K | 0.24% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,414 | $801.0K | 0.28% | +218+18.2% | Added |
| Leisure Capital Management | 1,405 | $795.9K | 0.30% | +15+1.1% | Added |
| Arkadios Wealth Advisors | 1,402 | $794.7K | 0.02% | −9−0.6% | Reduced |
| Fortress Private Ledger, LLC | 1,403 | $794.7K | 0.36% | +39+2.9% | Added |
| Berkshire Money Management, Inc. | 1,401 | $793.8K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 1,401 | $793.6K | 0.04% | −4,167−74.8% | Reduced |