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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 1,062 | $601.9K | 0.06% | +36+3.5% | Added |
| Valeo Financial Advisors, LLC | 1,062 | $601.3K | 0.01% | +113+11.9% | Added |
| Integrated Wealth Concepts LLC | 1,056 | $598.2K | 0.01% | +33+3.2% | Added |
| First Western Trust Bank | 1,055 | $597.6K | 0.03% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 1,045 | $591.9K | 0.54% | +1+0.1% | Added |
| WBH Advisory Inc | 1,045 | $591.8K | 0.05% | −149−12.5% | Reduced |
| GW&K Investment Management, LLC | 1,039 | $589.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 1,039 | $588.6K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,038 | $588.0K | 0.14% | −84−7.5% | Reduced |
| SJA Financial Advisory, LLC | 1,033 | $585.0K | 0.40% | −5−0.5% | Reduced |
| WorthPointe, LLC | 1,032 | $584.6K | 0.25% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $583.5K | 0.02% | +64+6.6% | Added |
| United Bank | 1,025 | $580.6K | 0.07% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $579.5K | 0.07% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,015 | $574.8K | 0.09% | +1+0.1% | Added |
| Capital Investment Advisors, LLC | 1,015 | $574.7K | 0.01% | +1+0.1% | Added |
| Spire Wealth Management | 1,009 | $571.8K | 0.02% | −1,466−59.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,007 | $570.7K | 0.03% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 1,001 | $567.1K | 0.43% | −80−7.4% | Reduced |
| Avalon Trust Co | 1,000 | $566.5K | 0.04% | −254−20.3% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $566.5K | 0.14% | −192−16.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,000 | $566.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $566.5K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 997 | $564.8K | 0.01% | −100−9.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $563.1K | 0.41% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 977 | $561.1K | 0.26% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $560.2K | 0.04% | −107−9.8% | Reduced |
| WealthShield Partners, LLC | 989 | $560.2K | 0.07% | −82−7.7% | Reduced |
| Vishria Bird Financial Group, LLC | 989 | $560.2K | 0.19% | 00.0% | Unchanged |
| Strategic Advisors LLC | 988 | $559.7K | 0.11% | −232−19.0% | Reduced |
| Tanager Wealth Management LLP | 988 | $559.7K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 986 | $558.4K | 0.19% | +5+0.5% | Added |
| Pollock Investment Advisors, LLC | 985 | $558.0K | 0.45% | −6−0.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 980 | $557.8K | 0.18% | +178+22.2% | Added |
| StoneX Group Inc. | 981 | $557.5K | 0.03% | −66−6.3% | Reduced |
| Leo Wealth, LLC | 975 | $552.3K | 0.04% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $546.1K | 0.03% | 00.0% | Unchanged |
| Future Fund LLC | 961 | $544.4K | 0.24% | +961 | New |
| Washington Trust Bank | 954 | $540.4K | 0.05% | +428+81.4% | Added |
| Catalytic Wealth RIA, LLC | 954 | $540.2K | 0.04% | +954 | New |
| Flynn Zito Capital Management, LLC | 950 | $538.3K | 0.23% | −137−12.6% | Reduced |
| Titleist Asset Management, LLC | 943 | $534.2K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $533.6K | 0.09% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 940 | $532.7K | 0.03% | +940 | New |
| Arete Wealth Advisors, LLC | 934 | $529.0K | 0.04% | +462+97.9% | Added |
| JNBA Financial Advisors | 933 | $528.7K | 0.05% | −10−1.1% | Reduced |
| Eagle Strategies LLC | 931 | $527.6K | 0.08% | −29−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 926 | $524.7K | 0.01% | −19−2.0% | Reduced |
| Lee Danner & Bass Inc | 925 | $524.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $524.0K | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $521.0K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 917 | $519.7K | 0.13% | +43+4.9% | Added |
| Connors Investor Services Inc | 915 | $518.3K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 913 | $517.2K | 0.32% | +82+9.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 906 | $513.3K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 905 | $512.7K | 0.08% | −33−3.5% | Reduced |
| Eagle Global Advisors LLC | 905 | $512.7K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 904 | $512.1K | 0.01% | +243+36.8% | Added |
| First PREMIER Bank | 902 | $511.0K | 0.12% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 900 | $509.9K | 0.11% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 899 | $509.4K | 0.02% | −20−2.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 897 | $508.1K | 0.12% | −246−21.5% | Reduced |
| Creekside Partners | 894 | $506.2K | 0.24% | +2+0.2% | Added |
| First Business Financial Services, Inc. | 887 | $502.5K | 0.05% | −28−3.1% | Reduced |
| Glenview Trust Co | 887 | $502.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 885 | $501.5K | 0.01% | +235+36.2% | Added |
| Midland Wealth Advisors LLC | 881 | $499.1K | 0.03% | −155−15.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 880 | $498.6K | 0.04% | −43−4.7% | Reduced |
| Guyasuta Investment Advisors Inc | 878 | $497.2K | 0.03% | +8+0.9% | Added |
| Truepoint, Inc. | 876 | $496.2K | 0.01% | −400−31.3% | Reduced |
| Mutual Advisors, LLC | 843 | $495.5K | 0.01% | +4+0.5% | Added |
| Financial Advisory Corp | 873 | $495.0K | 0.15% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $494.0K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $493.5K | 0.16% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 866 | $492.1K | 0.06% | 00.0% | Unchanged |
| McCarthy & Cox | 867 | $490.9K | 0.13% | −30−3.3% | Reduced |
| Mairs & Power Inc | 865 | $490.0K | 0.00% | +865 | New |
| Montis Financial, LLC | 857 | $485.4K | 0.13% | −4−0.5% | Reduced |
| Stablepoint Partners, LLC | 855 | $484.4K | 0.08% | +6+0.7% | Added |
| Rockline Wealth Management, LLC | 855 | $484.3K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 855 | $484.2K | 0.04% | +1+0.1% | Added |
| Principal Securities, Inc. | 854 | $483.6K | 0.01% | +241+39.3% | Added |
| Litman Gregory Asset Management LLC | 852 | $482.6K | 0.04% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 851 | $482.1K | 0.20% | −1−0.1% | Reduced |
| Ancora Advisors, LLC | 849 | $481.1K | 0.01% | −13−1.5% | Reduced |
| Duncker Streett & Co Inc | 849 | $481.0K | 0.09% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 848 | $480.4K | 0.26% | −219−20.5% | Reduced |
| Rise Advisors, LLC | 846 | $479.2K | 0.19% | +62+7.9% | Added |
| Platform Technology Partners | 841 | $476.4K | 0.12% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 841 | $476.4K | 0.16% | 00.0% | Unchanged |
| Optimum Investment Advisors | 840 | $475.8K | 0.21% | 00.0% | Unchanged |
| Abound Financial, LLC | 839 | $475.3K | 0.21% | −25−2.9% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $474.5K | 0.06% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $473.5K | 0.20% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 829 | $469.6K | 0.03% | +829 | New |
| Apollon Financial, LLC | 829 | $469.4K | 0.10% | +12+1.5% | Added |
| Altfest L J & Co Inc | 819 | $464.1K | 0.05% | −1,583−65.9% | Reduced |
| Seascape Capital Management | 818 | $463.0K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 810 | $458.8K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 807 | $457.1K | 0.35% | −28−3.4% | Reduced |