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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 4,746 | $2.83M | 0.68% | −86−1.8% | Reduced |
| Asset Management Group, Inc. | 4,752 | $2.83M | 0.46% | +14+0.3% | Added |
| Meridian Wealth Management, LLC | 4,772 | $2.84M | 0.11% | +353+8.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,776 | $2.85M | 0.89% | −284−5.6% | Reduced |
| Wesbanco Bank Inc | 4,779 | $2.85M | 0.08% | −67−1.4% | Reduced |
| Independence Bank of Kentucky | 4,789 | $2.85M | 0.37% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,803 | $2.86M | 0.06% | +3,213+202.1% | Added |
| Northstar Asset Management LLC | 4,820 | $2.87M | 0.62% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,846 | $2.90M | 0.08% | −596−11.0% | Reduced |
| Sowell Financial Services LLC | 4,900 | $2.92M | 0.11% | −253−4.9% | Reduced |
| Raffa Wealth Management, LLC | 4,917 | $2.93M | 0.53% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,937 | $2.94M | 0.00% | +10+0.2% | Added |
| Shoker Investment Counsel, Inc. | 4,959 | $2.96M | 0.87% | +9+0.2% | Added |
| TD Waterhouse Canada Inc. | 4,947 | $2.96M | 0.02% | +262+5.6% | Added |
| Pegasus Asset Management, Inc. | 4,988 | $2.97M | 0.95% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,010 | $2.99M | 0.08% | −26−0.5% | Reduced |
| Spinnaker Trust | 5,056 | $3.01M | 0.17% | 00.0% | Unchanged |
| Coastline Trust Co | 5,066 | $3.02M | 0.32% | −20−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,120 | $3.05M | 0.01% | +38+0.7% | Added |
| HB Wealth Management, LLC | 5,135 | $3.06M | 0.02% | +1,266+32.7% | Added |
| Renaissance Technologies LLC | 5,200 | $3.10M | 0.00% | +1,500+40.5% | Added |
| Miller Investment Management, LP | 5,201 | $3.10M | 0.31% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,262 | $3.14M | 2.45% | −591−10.1% | Reduced |
| Ssa Swiss Advisors AG | 5,282 | $3.15M | 1.46% | +415+8.5% | Added |
| Centaurus Financial, Inc. | 5,325 | $3.17M | 0.15% | +569+12.0% | Added |
| Eastern Bank | 5,335 | $3.18M | 0.06% | −102−1.9% | Reduced |
| RFG Advisory, LLC | 5,340 | $3.18M | 0.07% | +1,321+32.9% | Added |
| Argent Trust Co | 5,381 | $3.21M | 0.11% | +87+1.6% | Added |
| Stephenson National Bank & Trust | 5,405 | $3.22M | 0.98% | −142−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,446 | $3.25M | 0.01% | +86+1.6% | Added |
| Joel Isaacson & Co., LLC | 5,450 | $3.25M | 0.12% | −26−0.5% | Reduced |
| Lionsbridge Wealth Management LLC | 5,460 | $3.25M | 3.21% | +1,872+52.2% | Added |
| Moneta Group Investment Advisors LLC | 5,501 | $3.28M | 0.03% | +537+10.8% | Added |
| Gamco Investors, Inc. Et Al | 5,507 | $3.28M | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,545 | $3.30M | 0.07% | −25−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,572 | $3.32M | 0.02% | −58−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 5,637 | $3.36M | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,645 | $3.36M | 0.68% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 5,669 | $3.39M | 1.04% | −28−0.5% | Reduced |
| Romano Brothers and Company | 5,700 | $3.40M | 0.39% | −55−1.0% | Reduced |
| Greenleaf Trust | 5,744 | $3.42M | 0.03% | −505−8.1% | Reduced |
| Providence Financial Advisors, LLC | 5,786 | $3.45M | 3.29% | +5,786 | New |
| Sepio Capital, LP | 5,810 | $3.46M | 0.20% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 54,078 | $3.47M | 0.05% | −323−0.6% | Reduced |
| Bryn Mawr Trust Co | 5,828 | $3.47M | 0.08% | −1,358−18.9% | Reduced |
| Precedent Wealth Partners, LLC | 5,951 | $3.55M | 0.78% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,955 | $3.55M | 0.31% | −8,454−58.7% | Reduced |
| Brinker Capital Investments, LLC | 5,961 | $3.55M | 0.03% | +401+7.2% | Added |
| Audent Global Asset Management, LLC | 5,952 | $3.56M | 2.59% | −42−0.7% | Reduced |
| Matrix Asset Advisors Inc | 5,977 | $3.56M | 0.33% | −223−3.6% | Reduced |
| Salomon & Ludwin, LLC | 5,983 | $3.59M | 0.32% | −216−3.5% | Reduced |
| Atria Investments LLC | 6,064 | $3.61M | 0.04% | +3,576+143.7% | Added |
| CIBC World Markets Inc. | 6,084 | $3.63M | 0.01% | +2,207+56.9% | Added |
| Clear Point Advisors Inc. | 6,115 | $3.64M | 2.83% | −31−0.5% | Reduced |
| Fiduciary Trust Co | 6,137 | $3.66M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 6,191 | $3.69M | 0.01% | −4,826−43.8% | Reduced |
| Crews Bank & Trust | 6,192 | $3.69M | 0.54% | −13−0.2% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.70M | 1.29% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,227 | $3.71M | 0.05% | +138+2.3% | Added |
| Woodstock Corp | 6,230 | $3.71M | 0.32% | −122−1.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,232 | $3.71M | 0.29% | +715+13.0% | Added |
| Charter Research & Investment Group, Inc. | 6,248 | $3.72M | 2.58% | +76+1.2% | Added |
| Tandem Investment Partners LLC | 6,310 | $3.76M | 3.09% | −62−1.0% | Reduced |
| Bailard, Inc. | 6,374 | $3.80M | 0.08% | −357−5.3% | Reduced |
| Victory Financial Group, LLC | 6,428 | $3.83M | 0.53% | −1,518−19.1% | Reduced |
| Segment Wealth Management, LLC | 6,445 | $3.84M | 0.23% | −419−6.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,475 | $3.86M | 0.04% | −122−1.8% | Reduced |
| Bristlecone Advisors, LLC | 6,524 | $3.89M | 0.32% | +30+0.5% | Added |
| Glen Eagle Advisors, LLC | 6,558 | $3.91M | 0.54% | +32+0.5% | Added |
| Smith Chas P & Associates Pa Cpas | 6,600 | $3.93M | 0.34% | −1,010−13.3% | Reduced |
| First Citizens Bank & Trust Co | 6,635 | $3.95M | 0.09% | +174+2.7% | Added |
| GWM Advisors LLC | 6,658 | $3.97M | 0.02% | +174+2.7% | Added |
| New Century Financial Group, LLC | 6,724 | $4.01M | 7.12% | +512+8.2% | Added |
| Ballentine Partners, LLC | 6,816 | $4.06M | 0.06% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,914 | $4.12M | 1.24% | +85+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,921 | $4.13M | 0.15% | 00.0% | Unchanged |
| Davis R M Inc | 6,927 | $4.13M | 0.07% | −89−1.3% | Reduced |
| Sagespring Wealth Partners, LLC | 6,935 | $4.13M | 0.08% | +21+0.3% | Added |
| Equitable Holdings, Inc. | 6,971 | $4.15M | 0.03% | −156−2.2% | Reduced |
| PFG Advisors | 6,975 | $4.16M | 0.17% | −29−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,023 | $4.19M | 0.11% | +86+1.2% | Added |
| David Loasby | 7,062 | $4.20M | 0.33% | +453+6.9% | Added |
| JMG Financial Group, Ltd. | 7,053 | $4.20M | 0.12% | −165−2.3% | Reduced |
| Qube Research & Technologies Ltd | 7,109 | $4.24M | 0.01% | −22,598−76.1% | Reduced |
| J.W. Cole Advisors, Inc. | 7,247 | $4.32M | 0.08% | −99−1.3% | Reduced |
| Keybank National Association | 7,249 | $4.32M | 0.02% | −199−2.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,265 | $4.32M | 0.10% | +13+0.2% | Added |
| Fidelis Capital Partners, LLC | 7,352 | $4.38M | 0.34% | −25−0.3% | Reduced |
| Evensky & Katz LLC | 7,465 | $4.45M | 0.26% | +16+0.2% | Added |
| Sonata Capital Group Inc | 7,482 | $4.46M | 1.65% | +6+0.1% | Added |
| KMG Fiduciary Partners, LLC | 7,557 | $4.50M | 0.30% | −59−0.8% | Reduced |
| BlackRock, Inc. | 7,624 | $4.54M | 0.00% | −31,901−80.7% | Reduced |
| Perigon Wealth Management, LLC | 7,624 | $4.54M | 0.09% | −481−5.9% | Reduced |
| Intrepid Financial Planning Group LLC | 7,637 | $4.55M | 1.74% | −44−0.6% | Reduced |
| Prospera Financial Services Inc | 7,662 | $4.57M | 0.08% | −56−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,701 | $4.59M | 0.05% | −55−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,712 | $4.60M | 0.04% | −1,127−12.8% | Reduced |
| Haverford Trust Co | 7,772 | $4.63M | 0.04% | +373+5.0% | Added |
| Bay Rivers Group | 7,895 | $4.71M | 1.98% | +34+0.4% | Added |
| Breakwater Capital Group | 7,972 | $4.75M | 0.70% | −197−2.4% | Reduced |