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 |
|---|---|---|---|---|---|
| Lam Group, Inc. | 1,400 | $793.1K | 0.53% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,390 | $789.8K | 0.16% | +1+0.1% | Added |
| Sawgrass Asset Management LLC | 1,393 | $789.1K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,393 | $789.1K | 0.18% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,381 | $782.4K | 0.51% | −89−6.1% | Reduced |
| Fca Corp | 1,380 | $781.7K | 0.23% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,379 | $781.1K | 0.07% | −58−4.0% | Reduced |
| Venture Visionary Partners LLC | 1,376 | $779.5K | 0.03% | +39+2.9% | Added |
| M. Kraus & Co | 1,375 | $778.9K | 0.23% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,372 | $777.3K | 0.01% | +54+4.1% | Added |
| Tennessee Valley Asset Management Partners | 1,371 | $776.8K | 0.20% | −15−1.1% | Reduced |
| McGuire Investment Group, LLC | 1,371 | $776.6K | 0.10% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,370 | $776.1K | 0.06% | +1,370 | New |
| 3EDGE Asset Management, LP | 1,369 | $775.7K | 0.05% | +437+46.9% | Added |
| Harmony Asset Management LLC | 1,369 | $775.5K | 0.29% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,356 | $768.1K | 0.01% | +727+115.6% | Added |
| L.M. Kohn & Company | 1,353 | $766.2K | 0.21% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,349 | $764.2K | 0.15% | −196−12.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,348 | $763.5K | 0.01% | −93−6.5% | Reduced |
| Vaughan David Investments LLC | 1,344 | $761.0K | 0.02% | +1,344 | New |
| One Capital Management, LLC | 1,338 | $758.4K | 0.03% | +50+3.9% | Added |
| Viawealth, LLC | 1,325 | $750.6K | 0.44% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,324 | $749.8K | 0.02% | +415+45.7% | Added |
| Hohimer Wealth Management, LLC | 1,316 | $745.5K | 0.13% | +81+6.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,315 | $744.9K | 0.06% | +1,315 | New |
| WealthPLAN Partners, LLC | 1,308 | $741.0K | 0.12% | +60+4.8% | Added |
| Holistic Financial Partners | 1,304 | $738.6K | 0.32% | −66−4.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $735.5K | 0.59% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,294 | $733.3K | 0.01% | −18−1.4% | Reduced |
| Davies Financial Advisors, Inc. | 1,290 | $730.6K | 0.57% | −150−10.4% | Reduced |
| Park National Corp | 1,282 | $726.2K | 0.02% | +12+0.9% | Added |
| Exencial Wealth Advisors, LLC | 1,281 | $725.4K | 0.03% | −26−2.0% | Reduced |
| Blue Barn Wealth, LLC | 1,276 | $723.0K | 0.34% | −76−5.6% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $720.6K | 0.38% | −165−11.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $718.3K | 0.05% | 00.0% | Unchanged |
| Sentinel Wealth Management, Inc. | 1,260 | $716.0K | 0.67% | +1,260 | New |
| Tower View Investment Management & Research LLC | 1,263 | $715.7K | 0.37% | −5,756−82.0% | Reduced |
| Cascade Financial Partners, LLC | 1,263 | $715.5K | 0.09% | −177−12.3% | Reduced |
| Davenport & Co LLC | 1,261 | $714.3K | 0.00% | +1,261 | New |
| Peterson Wealth Services | 1,258 | $712.8K | 0.20% | +11+0.9% | Added |
| Fiduciary Alliance LLC | 1,258 | $712.6K | 0.05% | −37−2.9% | Reduced |
| Peak Planning Group, LLC | 1,258 | $712.6K | 0.46% | −33−2.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,251 | $708.7K | 0.44% | −180−12.6% | Reduced |
| STAR Financial Bank | 1,251 | $708.7K | 0.45% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,248 | $707.1K | 0.07% | −3−0.2% | Reduced |
| Single Point Partners, LLC | 1,248 | $707.0K | 0.15% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,248 | $707.0K | 0.17% | +92+8.0% | Added |
| Nicollet Investment Management, Inc. | 1,245 | $705.0K | 0.24% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,242 | $703.9K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,242 | $703.6K | 0.12% | −1−0.1% | Reduced |
| City National Bank of Florida | 1,241 | $703.0K | 0.51% | −145−10.5% | Reduced |
| Round Rock Advisors, LLC | 1,241 | $702.8K | 0.12% | −121−8.9% | Reduced |
| Pasadena Private Wealth, LLC | 1,237 | $700.7K | 0.12% | −1,013−45.0% | Reduced |
| Urban Financial Advisory Corp | 1,229 | $696.3K | 0.35% | −8−0.6% | Reduced |
| HM Payson & Co | 1,228 | $695.6K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,225 | $693.9K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,219 | $692.0K | 0.03% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,220 | $691.1K | 0.23% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,218 | $689.9K | 0.05% | +1+0.1% | Added |
| Ellerson Group Inc | 1,215 | $688.3K | 0.49% | −30−2.4% | Reduced |
| Simon Quick Advisors, LLC | 1,215 | $688.0K | 0.03% | −4−0.3% | Reduced |
| Stanich Group LLC | 1,173 | $682.2K | 0.61% | −138−10.5% | Reduced |
| Trust Co of Vermont | 1,200 | $679.8K | 0.03% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,198 | $678.6K | 0.49% | +321+36.6% | Added |
| Sage Mountain Advisors LLC | 1,190 | $674.1K | 0.04% | 00.0% | Unchanged |
| FCG Investment Co | 1,190 | $674.1K | 0.35% | +31+2.7% | Added |
| Saxon Interests, Inc. | 1,263 | $674.0K | 0.32% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,182 | $669.6K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,182 | $669.5K | 0.01% | +71+6.4% | Added |
| Western Wealth Management, LLC | 1,177 | $666.7K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,173 | $664.5K | 0.08% | −10−0.8% | Reduced |
| Thrivent Financial for Lutherans | 1,173 | $664.0K | 0.00% | −17,925−93.9% | Reduced |
| Moment Partners, LLC | 1,168 | $661.6K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,165 | $660.0K | 0.07% | +76+7.0% | Added |
| Pacific Sun Financial Corp | 1,165 | $659.9K | 0.34% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,162 | $658.2K | 0.54% | +8+0.7% | Added |
| Kanawha Capital Management LLC | 1,154 | $653.7K | 0.05% | −15−1.3% | Reduced |
| Mission Wealth Management, LP | 1,154 | $653.6K | 0.01% | −247−17.6% | Reduced |
| Nemes Rush Group LLC | 1,142 | $646.7K | 0.07% | −529−31.7% | Reduced |
| Rathbone Brothers plc | 1,140 | $645.8K | 0.00% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 1,137 | $643.8K | 0.52% | −25−2.2% | Reduced |
| Bell Bank | 1,135 | $643.0K | 0.03% | −200−15.0% | Reduced |
| New Hampshire Trust | 1,134 | $642.4K | 0.13% | 00.0% | Unchanged |
| Nwam LLC | 1,127 | $639.7K | 0.04% | +1,127 | New |
| Seelaus Asset Management LLC | 1,119 | $633.9K | 0.56% | −15−1.3% | Reduced |
| XTX Topco Ltd | 1,117 | $632.8K | 0.03% | −359−24.3% | Reduced |
| BSW Wealth Partners | 1,111 | $629.4K | 0.09% | −7−0.6% | Reduced |
| Summit Asset Management, LLC | 1,108 | $627.7K | 0.10% | +360+48.1% | Added |
| BLB&B Advisors, LLC | 1,107 | $627.1K | 0.03% | −112−9.2% | Reduced |
| TCG Advisory Services, LLC | 1,105 | $626.2K | 0.02% | +26+2.4% | Added |
| Marion Wealth Management | 1,105 | $626.0K | 0.16% | −930−45.7% | Reduced |
| McIlrath & Eck, LLC | 1,095 | $620.3K | 0.07% | −25−2.2% | Reduced |
| River Street Advisors LLC | 1,091 | $618.0K | 0.27% | +330+43.4% | Added |
| Cypress Capital, LLC | 1,086 | $615.4K | 0.18% | +87+8.7% | Added |
| Mirador Capital Partners LP | 1,079 | $611.3K | 0.10% | +5+0.5% | Added |
| Fagan Associates, Inc. | 1,077 | $610.2K | 0.09% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,075 | $609.4K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,075 | $609.0K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,050 | $605.7K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $602.7K | 0.07% | +1,064 | New |