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, Q3 2025
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Sep 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
- 1,369
- +43 vs. Q2 2025
- Shares held
- 25.7M
- +766.3K (+3.1%) vs. Q2 2025
- Total value
- $15.0B
- +$935.7M (+6.6%) vs. Q2 2025
- New holders
- 88
- 356 more added
- Sold out
- 45
- 482 more reduced
25 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,056,151 | $1.23B | 0.09% | −181,826−8.1% | Reduced |
| Morgan Stanley | 1,780,404 | $1.06B | 0.06% | +458,372+34.7% | Added |
| Wells Fargo & Company | 1,256,091 | $748.7M | 0.15% | −5,575−0.4% | Reduced |
| Northern Trust Corp | 1,088,416 | $648.7M | 0.08% | −12,263−1.1% | Reduced |
| Goldman Sachs Group Inc | 1,056,887 | $629.9M | 0.09% | +189,187+21.8% | Added |
| US Bancorp | 998,110 | $594.9M | 0.71% | −17,673−1.7% | Reduced |
| Pathstone Holdings, LLC | 889,822 | $530.4M | 2.03% | −7,422−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 788,274 | $469.8M | 0.31% | +175,255+28.6% | Added |
| The PNC Financial Services Group, Inc. | 714,972 | $426.1M | 0.26% | −8,573−1.2% | Reduced |
| UBS Group AG | 636,918 | $379.6M | 0.07% | +26,326+4.3% | Added |
| Raymond James Financial Inc | 529,533 | $315.6M | 0.10% | +2,995+0.6% | Added |
| Bank of Montreal | 502,730 | $299.6M | 0.13% | +1,879+0.4% | Added |
| Moore Capital Management, LP | 340,000 | $202.7M | 4.03% | −293,725−46.3% | Reduced |
| Royal Bank of Canada | 339,521 | $202.4M | 0.04% | −97,975−22.4% | Reduced |
| JPMorgan Chase & Co | 334,973 | $199.7M | 0.01% | −80,601−19.4% | Reduced |
| Creative Planning | 286,128 | $170.5M | 0.13% | +22,323+8.5% | Added |
| Alliancebernstein L.P. | 257,129 | $153.3M | 0.05% | −7,843−3.0% | Reduced |
| MAI Capital Management | 250,159 | $149.1M | 0.93% | +1,144+0.5% | Added |
| HighTower Advisors, LLC | 237,914 | $141.8M | 0.16% | +13,231+5.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 236,837 | $141.2M | 0.34% | +114,376+93.4% | Added |
| CI Private Wealth, LLC | 235,580 | $140.4M | 0.22% | −3,874−1.6% | Reduced |
| Arvest Bank Trust Division | 232,628 | $138.7M | 7.69% | +704+0.3% | Added |
| Conservest Capital Advisors, Inc. | 217,689 | $129.8M | 12.00% | −506−0.2% | Reduced |
| LPL Financial LLC | 172,465 | $102.8M | 0.03% | +254+0.1% | Added |
| Bank of New York Mellon Corp | 171,927 | $102.5M | 0.02% | −810.0% | Reduced |
| Welch & Forbes LLC | 168,530 | $100.4M | 1.21% | −917−0.5% | Reduced |
| Susquehanna International Group, LLP | 163,905 | $97.7M | 0.14% | +24,397+17.5% | Added |
| Barclays PLC | 155,506 | $92.7M | 0.03% | +144,063+1,259.0% | Added |
| BNP Paribas Arbitrage, SA | 154,349 | $92.0M | 0.07% | −48,843−24.0% | Reduced |
| Waddell & Associates, LLC | 148,331 | $88.4M | 7.52% | +4,763+3.3% | Added |
| Whittier Trust Co | 128,786 | $77.4M | 0.88% | −3,861−2.9% | Reduced |
| Truist Financial Corp | 125,891 | $75.0M | 0.10% | +3,052+2.5% | Added |
| Cerity Partners LLC | 123,960 | $73.9M | 0.12% | −4,963−3.8% | Reduced |
| Hills Bank & Trust Co | 119,611 | $71.3M | 4.19% | +442+0.4% | Added |
| FineMark National Bank & Trust | 116,467 | $69.4M | 2.27% | −5,547−4.5% | Reduced |
| Brown Advisory Inc | 114,839 | $68.4M | 0.09% | −3,882−3.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 111,284 | $66.3M | 2.91% | +55,902+100.9% | Added |
| Stifel Financial Corp | 108,905 | $64.9M | 0.06% | +2,836+2.7% | Added |
| HRT Financial LP | 108,070 | $64.4M | 0.24% | −850−0.8% | Reduced |
| Montag A & Associates Inc | 105,201 | $62.9M | 2.89% | −293−0.3% | Reduced |
| Mariner, LLC | 105,154 | $62.7M | 0.08% | −211−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 93,225 | $55.6M | 0.08% | +19,353+26.2% | Added |
| Cetera Investment Advisers | 91,232 | $54.4M | 0.06% | +22,099+32.0% | Added |
| Atlantic Union Bankshares Corp | 89,998 | $53.6M | 1.01% | −944−1.0% | Reduced |
| Colony Group, LLC | 88,384 | $52.7M | 0.09% | +7,570+9.4% | Added |
| Commonwealth Equity Services, LLC | 88,088 | $52.5M | 0.07% | −13,469−13.3% | Reduced |
| Washington Trust Co | 87,927 | $52.4M | 1.72% | −328−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 85,625 | $51.0M | 0.08% | +4,672+5.8% | Added |
| Envestnet Asset Management Inc | 77,622 | $46.3M | 0.01% | +569+0.7% | Added |
| Blair William & Co | 77,101 | $46.0M | 0.12% | −1,265−1.6% | Reduced |
| Ameriprise Financial Inc | 75,101 | $44.8M | 0.01% | −2,154−2.8% | Reduced |
| Henshaw Capital LLC | 75,050 | $44.7M | 1.67% | 00.0% | Unchanged |
| Divergent Planning, LLC | 74,284 | $44.6M | 11.86% | +4,041+5.8% | Added |
| Captrust Financial Advisors | 71,760 | $42.8M | 0.09% | −1,509−2.1% | Reduced |
| Pittenger & Anderson Inc | 70,018 | $41.7M | 1.53% | +201+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 67,859 | $40.8M | 0.87% | −207−0.3% | Reduced |
| Portland Global Advisors LLC | 67,000 | $39.9M | 4.46% | −1,185−1.7% | Reduced |
| Midwest Trust Co | 66,230 | $39.5M | 0.51% | +2,015+3.1% | Added |
| Ascent Wealth Partners, LLC | 63,632 | $37.9M | 4.40% | +1,819+2.9% | Added |
| Bartlett & Co. Wealth Management LLC | 61,713 | $36.9M | 0.49% | −95−0.2% | Reduced |
| Smith, Moore & Co. | 60,281 | $35.9M | 2.75% | −150.0% | Reduced |
| Massmutual Trust Co FSB | 59,962 | $35.7M | 0.91% | −163−0.3% | Reduced |
| Citizens Financial Group Inc | 59,770 | $35.6M | 0.49% | −1,011−1.7% | Reduced |
| Pinnacle Associates Ltd | 58,366 | $34.8M | 0.46% | −781−1.3% | Reduced |
| Lido Advisors, LLC | 57,069 | $34.1M | 0.14% | +18,985+49.9% | Added |
| Oldfather Financial Services, LLC | 54,950 | $32.8M | 10.20% | +1,675+3.1% | Added |
| Peapack Gladstone Financial Corp | 53,592 | $31.9M | 0.42% | −40.0% | Reduced |
| SCS Capital Management LLC | 53,046 | $31.6M | 0.34% | −2,501−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 52,656 | $31.4M | 0.06% | +1,862+3.7% | Added |
| Heritage Investors Management Corp | 50,510 | $30.1M | 0.90% | −397−0.8% | Reduced |
| Crewe Advisors LLC | 50,119 | $29.9M | 2.85% | −316−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $29.8M | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 49,634 | $29.6M | 0.05% | −1,542−3.0% | Reduced |
| Janney Montgomery Scott LLC | 47,144 | $28.1M | 0.07% | −2,960−5.9% | Reduced |
| IFG Advisors, LLC | 46,719 | $27.8M | 4.54% | −1,284−2.7% | Reduced |
| Clearstead Advisors, LLC | 46,682 | $27.8M | 0.41% | −333−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 44,747 | $26.8M | 0.70% | −155−0.3% | Reduced |
| Cumberland Advisors Inc | 44,302 | $26.4M | 10.14% | −400−0.9% | Reduced |
| LCM Capital Management Inc | 43,817 | $26.1M | 12.53% | −74−0.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 43,335 | $25.8M | 2.72% | −5,988−12.1% | Reduced |
| Klingman & Associates, LLC | 41,928 | $25.0M | 1.26% | −450−1.1% | Reduced |
| Bessemer Group Inc | 41,707 | $24.9M | 0.04% | +2,475+6.3% | Added |
| Comerica Bank | 41,552 | $24.8M | 0.09% | −2,759−6.2% | Reduced |
| Squarepoint Ops LLC | 40,158 | $23.9M | 0.05% | −42,322−51.3% | Reduced |
| Conning Inc. | 38,596 | $23.0M | 0.76% | −1,589−4.0% | Reduced |
| Basswood Capital Management, L.L.C. | 38,082 | $22.7M | 1.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 37,794 | $22.6M | 0.41% | −139−0.4% | Reduced |
| SG Americas Securities, LLC | 37,030 | $22.1M | 0.08% | −67,810−64.7% | Reduced |
| Johnson Investment Counsel Inc | 36,722 | $21.9M | 0.18% | +311+0.9% | Added |
| Miracle Mile Advisors, LLC | 36,687 | $21.9M | 0.33% | −5,301−12.6% | Reduced |
| 1st Source Bank | 35,820 | $21.3M | 1.13% | −319−0.9% | Reduced |
| Millennium Management LLC | 35,427 | $21.1M | 0.02% | +26,876+314.3% | Added |
| Kestra Advisory Services, LLC | 34,898 | $20.8M | 0.10% | +3,379+10.7% | Added |
| FMR LLC | 34,767 | $20.7M | 0.00% | +3,502+11.2% | Added |
| Waldron Private Wealth LLC | 33,618 | $20.0M | 0.81% | +2,720+8.8% | Added |
| Steele Capital Management, Inc. | 33,331 | $19.9M | 0.88% | −176−0.5% | Reduced |
| Trustmark National Bank Trust Department | 32,194 | $19.2M | 1.25% | −43−0.1% | Reduced |
| Citigroup Inc | 31,993 | $19.1M | 0.01% | +15,488+93.8% | Added |
| Pinnacle Financial Partners Inc | 31,461 | $18.8M | 0.45% | −1,475−4.5% | Reduced |
| Hancock Whitney Corp | 31,356 | $18.7M | 0.34% | −580−1.8% | Reduced |