Skip to main content

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.

Institutional holdersQ3 2025: 1,369 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ3 2025: $15.0B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cary Street Partner Investment Advisory LLC1$5960.00%00.0%Unchanged
Hemington Wealth Management2$1.00K0.00%00.0%Unchanged
JPL Wealth Management, LLC4$2.62K0.00%+4New
Coston, McIsaac & Partners7$3.00K0.00%+6+600.0%Added
Caldwell Sutter Capital, Inc.7$4.17K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$4.21K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.77K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC8$4.77K0.00%+8New
Solstein Capital, LLC10$5.96K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.96K0.00%00.0%Unchanged
Rossby Financial, LCC10$5.98K0.00%00.0%Unchanged
Oakworth Capital, Inc.11$6.56K0.00%+11New
Roble, Belko & Company, Inc11$7.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$7.15K0.00%00.0%Unchanged
Northwest Capital Management Inc13$7.75K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC13$7.75K0.00%00.0%Unchanged
Dunhill Financial, LLC14$8.34K0.00%+14New
Kentucky Trust Co16$9.54K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.16$9.54K0.01%+16New
Newbridge Financial Services Group, Inc.17$9.87K0.00%00.0%Unchanged
Valley National Advisers Inc17$10.0K0.00%00.0%Unchanged
Bullock Wealth Management Group17$10.2K0.01%00.0%Unchanged
Sound Income Strategies, LLC18$10.7K0.00%−1,456−98.8%Reduced
Murphy & Mullick Capital Management Corp18$10.7K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.20$11.9K0.02%−587−96.7%Reduced
CKW Financial Group20$12.0K0.00%00.0%Unchanged
Global Wealth Strategies & Associates24$14.3K0.00%+24New
Painted Porch Advisors LLC25$14.9K0.01%00.0%Unchanged
CGC Financial Services, LLC25$14.9K0.00%+25New
Burkett Financial Services, LLC26$15.2K0.01%+1+4.0%Added
N.E.W. Advisory Services LLC27$15.9K0.00%00.0%Unchanged
Gables Capital Management Inc.27$16.1K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.28$16.7K0.05%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.30$17.9K0.00%+30New
Abich Financial Wealth Management LLC30$17.9K0.01%+30New
Capital Analysts, LLC29$18.0K0.00%−16−35.6%Reduced
Atlantic Trust, LLC32$19.1K0.00%00.0%Unchanged
Webster Bank, N. A.35$20.9K0.00%00.0%Unchanged
Curio Wealth, LLC41$24.4K0.01%00.0%Unchanged
ORG Partners LLC43$25.6K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$26.2K0.01%00.0%Unchanged
Alerus Financial NA47$28.0K0.00%+47New
Concord Wealth Partners47$28.1K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$29.5K0.00%00.0%Unchanged
Colonial Trust Advisors50$29.8K0.00%00.0%Unchanged
West Branch Capital LLC50$29.8K0.01%00.0%Unchanged
UMA Financial Services, Inc.50$29.8K0.00%00.0%Unchanged
Aviso Financial Inc.50$29.8K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC50$30.0K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$30.4K0.03%00.0%Unchanged
Evolution Advisers, Inc.54$32.0K0.01%00.0%Unchanged
Activest Wealth Management54$32.4K0.01%+30+125.0%Added
Piscataqua Savings Bank56$33.4K0.03%00.0%Unchanged
Thompson Investment Management, Inc.60$35.8K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.63$37.5K0.01%+33+110.0%Added
Quest 10 Wealth Builders, Inc.64$38.1K0.04%−36−36.0%Reduced
Cloud Capital Management, LLC69$41.0K0.02%+69New
CoreFirst Bank & Trust70$41.7K0.02%00.0%Unchanged
MPWM Advisory Solutions, LLC70$41.7K0.02%00.0%Unchanged
St Germain D J Co Inc70$41.7K0.00%+70New
RMG Wealth Management LLC78$46.4K0.01%00.0%Unchanged
Winch Advisory Services, LLC79$47.1K0.01%00.0%Unchanged
Bollard Group LLC80$48.0K0.00%00.0%Unchanged
Tripletail Wealth Management, LLC82$49.4K0.06%+82New
Perkins Coie Trust Co85$50.7K0.01%00.0%Unchanged
Islay Capital Management, LLC88$52.5K0.03%00.0%Unchanged
GGM Financials LLC88$52.6K0.03%+88New
Smartleaf Asset Management LLC89$53.0K0.00%+1+1.1%Added
Smallwood Wealth Investment Management, LLC90$53.6K0.03%00.0%Unchanged
First Community Trust NA90$53.6K0.04%00.0%Unchanged
Main Street Group, LTD90$53.6K0.02%00.0%Unchanged
Banque Cantonale Vaudoise92$55.0K0.00%−3−3.2%Reduced
Sunbelt Securities, Inc.98$58.4K0.00%−117−54.4%Reduced
1 North Wealth Services LLC98$58.4K0.02%00.0%Unchanged
Tortoise Investment Management, LLC100$59.6K0.01%00.0%Unchanged
Anchor Investment Management, LLC100$59.6K0.00%00.0%Unchanged
Security National Bank100$59.6K0.01%00.0%Unchanged
Parvin Asset Management, LLC100$59.6K0.05%00.0%Unchanged
Toronto Dominion Bank100$60.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.100$60.0K0.00%+100New
Newton One Investments LLC102$61.0K0.02%00.0%Unchanged
Innovative Advisory Group, LLC110$65.6K0.04%00.0%Unchanged
Texas Capital Bancshares Inc110$65.6K0.03%+110New
AdvisorNet Financial, Inc110$65.6K0.00%00.0%Unchanged
SJS Investment Consulting Inc.113$67.4K0.01%−18−13.7%Reduced
Canton Hathaway, LLC115$69.0K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.116$69.2K0.06%00.0%Unchanged
Rothschild Investment LLC121$72.0K0.00%00.0%Unchanged
Mma Asset Management LLC123$73.3K0.02%+123New
Clean Yield Group124$73.9K0.02%00.0%Unchanged
Measured Wealth Private Client Group, LLC124$73.9K0.02%+124New
Washington Trust Advisors, Inc.125$74.5K0.01%00.0%Unchanged
Hilltop National Bank125$74.5K0.02%00.0%Unchanged
Morgan Dempsey Capital Management LLC125$74.7K0.03%00.0%Unchanged
ORG Wealth Partners, LLC129$77.4K0.02%00.0%Unchanged
Rogco, LP130$77.5K0.03%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC132$78.7K0.02%00.0%Unchanged
Pinney & Scofield, Inc.134$79.9K0.05%00.0%Unchanged
Richardson Capital Management LLC142$84.6K0.04%00.0%Unchanged
AllSquare Wealth Management LLC143$85.2K0.04%00.0%Unchanged