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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 2,956 | $1.76M | 0.29% | −299−9.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.76M | 0.37% | 00.0% | Unchanged |
| TSFG, LLC | 2,960 | $1.76M | 0.28% | −278−8.6% | Reduced |
| Alpha Wealth Funds, LLC | 3,028 | $1.80M | 1.48% | −674−18.2% | Reduced |
| Valmark Advisers, Inc. | 3,081 | $1.84M | 0.02% | +391+14.5% | Added |
| Harvest Investment Services, LLC | 3,086 | $1.84M | 0.37% | −72−2.3% | Reduced |
| Farrow Financial Inc. | 3,095 | $1.84M | 1.07% | −19−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.85M | 0.10% | −40−1.3% | Reduced |
| Kelman-Lazarov, Inc. | 3,114 | $1.86M | 0.28% | +57+1.9% | Added |
| GenTrust, LLC | 3,138 | $1.88M | 0.09% | −26−0.8% | Reduced |
| Integrated Advisors Network LLC | 3,150 | $1.88M | 0.08% | −205−6.1% | Reduced |
| Gridiron Partners, LLC | 305,602 | $1.89M | 1.07% | +302,438+9,558.7% | Added |
| Golden State Wealth Management, LLC | 3,165 | $1.89M | 0.21% | −911−22.4% | Reduced |
| Meridian Financial, LLC | 3,186 | $1.90M | 1.07% | −57−1.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,207 | $1.91M | 1.68% | −3,758−54.0% | Reduced |
| Aspiriant, LLC | 3,221 | $1.92M | 0.06% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,232 | $1.93M | 0.35% | −40−1.2% | Reduced |
| Gould Asset Management LLC | 3,286 | $1.96M | 0.36% | −1,140−25.8% | Reduced |
| ARS Investment Partners, LLC | 3,290 | $1.96M | 0.13% | +507+18.2% | Added |
| CWS Financial Advisors, LLC | 3,304 | $1.97M | 0.55% | −15−0.5% | Reduced |
| Farther Finance Advisors, LLC | 3,307 | $1.97M | 0.03% | +1,170+54.7% | Added |
| Freestone Capital Holdings, LLC | 3,404 | $2.03M | 0.06% | +358+11.8% | Added |
| Topsail Wealth Management, LLC | 3,461 | $2.06M | 0.35% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,474 | $2.07M | 0.17% | +1,179+51.4% | Added |
| Sentinus, LLC | 3,479 | $2.07M | 0.45% | −39−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,505 | $2.09M | 0.25% | −162−4.4% | Reduced |
| Red Door Wealth Management, LLC | 3,508 | $2.09M | 0.22% | −107−3.0% | Reduced |
| Global Retirement Partners, LLC | 3,518 | $2.10M | 0.05% | −122−3.4% | Reduced |
| Scotia Capital Inc. | 3,518 | $2.10M | 0.01% | −113−3.1% | Reduced |
| Northern Oak Wealth Management Inc | 3,531 | $2.10M | 0.26% | −10−0.3% | Reduced |
| Blue Fin Capital, Inc. | 3,535 | $2.11M | 0.33% | +452+14.7% | Added |
| Old Second National Bank of Aurora | 3,571 | $2.13M | 0.44% | −35−1.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,578 | $2.13M | 0.49% | −18−0.5% | Reduced |
| Trust Point Inc. | 3,584 | $2.14M | 0.17% | −9−0.3% | Reduced |
| NorthRock Partners, LLC | 3,599 | $2.15M | 0.04% | −571−13.7% | Reduced |
| ZWJ Investment Counsel Inc | 3,605 | $2.15M | 0.08% | −108−2.9% | Reduced |
| Evoke Wealth, LLC | 3,635 | $2.17M | 0.05% | +182+5.3% | Added |
| Finley Financial, LLC | 3,645 | $2.17M | 1.00% | −4,165−53.3% | Reduced |
| Lewis Asset Management, LLC | 3,663 | $2.18M | 0.90% | +472+14.8% | Added |
| Investment Advisory Group, LLC | 3,671 | $2.19M | 0.60% | +226+6.6% | Added |
| All Terrain Financial Advisors, LLC | 3,680 | $2.19M | 0.71% | −18−0.5% | Reduced |
| TD Private Client Wealth LLC | 3,699 | $2.20M | 0.05% | −513−12.2% | Reduced |
| Park Capital Management, LLC | 3,708 | $2.21M | 1.77% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,727 | $2.22M | 1.12% | −721−16.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,731 | $2.22M | 1.46% | −50−1.3% | Reduced |
| Clientfirst Wealth Management, LLC | 3,741 | $2.23M | 1.78% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $2.23M | 0.10% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,743 | $2.24M | 1.09% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,753 | $2.24M | 0.03% | +45+1.2% | Added |
| Revolve Wealth Partners, LLC | 3,785 | $2.26M | 0.27% | +8+0.2% | Added |
| Woodmont Investment Counsel LLC | 3,793 | $2.26M | 0.15% | −342−8.3% | Reduced |
| CAPROCK Group, Inc. | 3,830 | $2.28M | 0.06% | +3,830 | New |
| International Assets Investment Management, LLC | 3,984 | $2.29M | 0.18% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,857 | $2.30M | 0.12% | −32−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,888 | $2.32M | 0.18% | −73−1.8% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.32M | 0.45% | 00.0% | Unchanged |
| LM Advisors LLC | 3,884 | $2.32M | 0.33% | +1,040+36.6% | Added |
| PKS Advisory Services, LLC | 3,942 | $2.33M | 0.55% | −188−4.6% | Reduced |
| Financial Life Planners | 3,914 | $2.33M | 1.57% | −124−3.1% | Reduced |
| Lavaca Capital LLC | 3,942 | $2.35M | 0.43% | −258−6.1% | Reduced |
| Keystone Financial Group | 3,944 | $2.35M | 0.18% | −2,468−38.5% | Reduced |
| Baron Financial Group, LLC | 3,958 | $2.36M | 1.29% | −49−1.2% | Reduced |
| Transatlantique Private Wealth LLC | 3,963 | $2.36M | 0.77% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 8,346 | $2.38M | 0.33% | +8,346 | New |
| Berman McAleer LLC | 3,990 | $2.38M | 0.33% | +3,990 | New |
| Courier Capital LLC | 4,010 | $2.39M | 0.14% | −3−0.1% | Reduced |
| Becker Capital Management Inc | 4,045 | $2.42M | 0.07% | +700+20.9% | Added |
| St. Johns Investment Management Company, LLC | 4,076 | $2.43M | 1.03% | −6−0.1% | Reduced |
| Caliber Wealth Management, LLC | 4,100 | $2.44M | 0.27% | −158−3.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.47M | 0.81% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,163 | $2.48M | 0.06% | +55+1.3% | Added |
| Walleye Capital LLC | 4,186 | $2.49M | 0.02% | +3,626+647.5% | Added |
| RVW Wealth, LLC | 4,199 | $2.50M | 0.20% | +45+1.1% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.51M | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 4,299 | $2.56M | 0.50% | −5−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,305 | $2.57M | 0.03% | −40−0.9% | Reduced |
| Green Square Capital Advisors LLC | 4,535 | $2.57M | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,312 | $2.57M | 0.03% | −76−1.7% | Reduced |
| Sage Financial Management Group, Inc. | 4,316 | $2.57M | 0.82% | −40−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,334 | $2.58M | 0.11% | −147−3.3% | Reduced |
| Lowe Wealth Advisors, LLC | 4,351 | $2.59M | 0.95% | +16+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 4,357 | $2.60M | 0.27% | +36+0.8% | Added |
| Veracity Capital LLC | 4,359 | $2.60M | 0.84% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,382 | $2.62M | 0.20% | 00.0% | Unchanged |
| Davidson Trust Co | 4,423 | $2.64M | 1.09% | −5−0.1% | Reduced |
| Balyasny Asset Management LLC | 4,444 | $2.65M | 0.01% | −5,686−56.1% | Reduced |
| WealthBridge Capital Management, LLC | 4,464 | $2.66M | 0.62% | +258+6.1% | Added |
| Winthrop Advisory Group LLC | 4,486 | $2.68M | 0.23% | −85−1.9% | Reduced |
| Element Pointe Advisors, LLC | 4,509 | $2.69M | 0.57% | +9+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,485 | $2.69M | 0.02% | −501−10.0% | Reduced |
| Johnson Financial Group, Inc. | 4,516 | $2.70M | 0.10% | −16−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 4,539 | $2.71M | 0.12% | −29−0.6% | Reduced |
| Gilman Hill Asset Management, LLC | 4,548 | $2.71M | 0.42% | −504−10.0% | Reduced |
| West Paces Advisors Inc. | 4,560 | $2.72M | 0.54% | 00.0% | Unchanged |
| Diversified Trust Co | 4,614 | $2.75M | 0.05% | +216+4.9% | Added |
| Garden State Investment Advisory Services LLC | 4,628 | $2.76M | 0.70% | −572−11.0% | Reduced |
| IFG Advisory, LLC | 4,717 | $2.81M | 0.13% | −51−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,718 | $2.81M | 0.04% | +519+12.4% | Added |
| New England Private Wealth Advisors LLC | 4,722 | $2.81M | 0.37% | +10.0% | Added |
| Crescent Sterling, Ltd. | 4,745 | $2.83M | 2.97% | +262+5.8% | Added |