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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 7,983 | $4.76M | 0.01% | −103−1.3% | Reduced |
| Apollon Wealth Management, LLC | 8,097 | $4.83M | 0.09% | −46−0.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,046 | $4.87M | 1.63% | +88+1.1% | Added |
| North Star Investment Management Corp. | 8,175 | $4.87M | 0.31% | +114+1.4% | Added |
| Highview Capital Management LLC | 8,193 | $4.88M | 1.80% | −47−0.6% | Reduced |
| Fifth Third Bancorp | 8,258 | $4.92M | 0.02% | +932+12.7% | Added |
| AMG National Trust Bank | 8,404 | $5.01M | 0.12% | +43+0.5% | Added |
| Colorado Capital Management, Inc. | 8,419 | $5.02M | 1.94% | −405−4.6% | Reduced |
| Wetherby Asset Management Inc | 8,425 | $5.02M | 0.21% | +795+10.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,518 | $5.08M | 2.48% | +77+0.9% | Added |
| Ameritas Advisory Services, LLC | 8,528 | $5.08M | 0.33% | +5,529+184.4% | Added |
| Associated Banc-Corp | 8,542 | $5.09M | 0.13% | +8+0.1% | Added |
| Change Path, LLC | 8,564 | $5.10M | 0.12% | +876+11.4% | Added |
| Midwest Financial Group LLC | 8,582 | $5.12M | 2.44% | +37+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 8,615 | $5.13M | 0.09% | −180−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,595 | $5.14M | 0.13% | −176−2.0% | Reduced |
| Gotham Asset Management, LLC | 8,638 | $5.15M | 0.02% | +5,440+170.1% | Added |
| Meridian Investment Counsel Inc. | 8,671 | $5.17M | 1.28% | −79−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 8,720 | $5.20M | 0.65% | −306−3.4% | Reduced |
| Bank of New Hampshire | 8,806 | $5.25M | 1.21% | −290−3.2% | Reduced |
| Flputnam Investment Management Co | 8,912 | $5.31M | 0.08% | −397−4.3% | Reduced |
| Bokf, NA | 8,993 | $5.36M | 0.08% | −10−0.1% | Reduced |
| Court Place Advisors, LLC | 8,995 | $5.36M | 1.61% | −139−1.5% | Reduced |
| Sanctuary Advisors, LLC | 9,077 | $5.41M | 0.03% | −1,686−15.7% | Reduced |
| Peak Asset Management, LLC | 9,112 | $5.43M | 0.95% | −290−3.1% | Reduced |
| Balboa Wealth Partners | 9,189 | $5.48M | 0.94% | +30+0.3% | Added |
| Resonant Capital Advisors, LLC | 9,183 | $5.49M | 0.32% | −269−2.8% | Reduced |
| Firestone Capital Management | 9,220 | $5.50M | 1.19% | +30.0% | Added |
| Merit Financial Group, LLC | 9,244 | $5.51M | 0.05% | −425−4.4% | Reduced |
| Modera Wealth Management, LLC | 9,254 | $5.52M | 0.06% | −220−2.3% | Reduced |
| Barrett & Company, Inc. | 9,297 | $5.54M | 1.90% | +1,089+13.3% | Added |
| Motco | 9,345 | $5.57M | 0.51% | −40−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.63M | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,446 | $5.63M | 3.54% | +68+0.7% | Added |
| Harbour Investments, Inc. | 9,495 | $5.66M | 0.13% | +192+2.1% | Added |
| Sageworth Trust Co | 9,569 | $5.70M | 0.27% | −20.0% | Reduced |
| Fifth Third Securities, Inc. | 9,591 | $5.72M | 0.39% | −4,989−34.2% | Reduced |
| Central Trust Co | 9,772 | $5.82M | 0.12% | −30−0.3% | Reduced |
| Victory Capital Management Inc | 9,795 | $5.84M | 0.00% | +600+6.5% | Added |
| Jones Financial Companies LLLP | 9,881 | $5.90M | 0.00% | +1,304+15.2% | Added |
| Private Wealth Asset Management, LLC | 9,925 | $5.92M | 0.70% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $5.96M | 0.27% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.96M | 4.89% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 10,070 | $6.01M | 3.78% | +148+1.5% | Added |
| Gries Financial LLC | 10,243 | $6.11M | 0.96% | −51−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,249 | $6.13M | 0.13% | +208+2.1% | Added |
| Summit Financial, LLC | 10,299 | $6.14M | 0.09% | +252+2.5% | Added |
| Daymark Wealth Partners, LLC | 10,300 | $6.14M | 0.21% | +33+0.3% | Added |
| G&S Capital LLC | 10,320 | $6.15M | 2.27% | +268+2.7% | Added |
| Diversified Portfolios, Inc. | 10,373 | $6.18M | 0.55% | −20−0.2% | Reduced |
| Leavell Investment Management, Inc. | 10,348 | $6.18M | 0.26% | −364−3.4% | Reduced |
| Retirement Income Solutions, Inc | 10,419 | $6.21M | 1.06% | +31+0.3% | Added |
| Palisade Asset Management, LLC | 10,443 | $6.22M | 0.58% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 10,466 | $6.24M | 4.17% | −108−1.0% | Reduced |
| Adirondack Trust Co | 10,468 | $6.24M | 2.09% | +88+0.8% | Added |
| Lynx Capital Group Ltd | 10,562 | $6.30M | 2.92% | −16−0.2% | Reduced |
| Madison Park Capital Advisors, LLC | 10,574 | $6.30M | 5.17% | −98−0.9% | Reduced |
| Paulson Wealth Management Inc. | 10,635 | $6.34M | 1.50% | +2,148+25.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,802 | $6.44M | 0.48% | −180−1.6% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.53M | 3.29% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,971 | $6.54M | 0.35% | −117−1.1% | Reduced |
| Lodestar Private Asset Management LLC | 10,981 | $6.54M | 0.68% | +119+1.1% | Added |
| Shapiro Capital Management LLC | 11,000 | $6.56M | 0.28% | +11,000 | New |
| Alexis Investment Partners, LLC | 11,138 | $6.63M | 2.67% | +1,354+13.8% | Added |
| CMG Global Holdings, LLC | 11,146 | $6.63M | 3.24% | +739+7.1% | Added |
| CIBC Private Wealth Group, LLC | 11,164 | $6.65M | 0.01% | −820−6.8% | Reduced |
| Linscomb & Williams, Inc. | 11,280 | $6.72M | 0.29% | −201−1.8% | Reduced |
| First Horizon Corp | 11,282 | $6.72M | 0.32% | +11,282 | New |
| Allworth Financial LP | 11,314 | $6.74M | 0.03% | +1,257+12.5% | Added |
| Hanover Advisors Inc | 11,372 | $6.78M | 2.63% | +36+0.3% | Added |
| Dakota Wealth Management | 11,438 | $6.82M | 0.14% | −451−3.8% | Reduced |
| Community Bank, N.A. | 11,541 | $6.88M | 0.83% | −198−1.7% | Reduced |
| Private Advisor Group, LLC | 11,592 | $6.91M | 0.03% | −251−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 11,725 | $6.99M | 0.12% | −135−1.1% | Reduced |
| Mechanics Bank Trust Department | 11,737 | $7.00M | 0.98% | −920−7.3% | Reduced |
| Yousif Capital Management, LLC | 11,764 | $7.01M | 0.07% | −1,745−12.9% | Reduced |
| Sand Hill Global Advisors, LLC | 11,939 | $7.12M | 0.25% | −263−2.2% | Reduced |
| Inspire Trust Co, N.A. | 12,000 | $7.15M | 1.30% | +1,000+9.1% | Added |
| Warren Averett Asset Management, LLC | 12,210 | $7.28M | 0.07% | +520+4.4% | Added |
| Grove Bank & Trust | 12,447 | $7.42M | 0.87% | +122+1.0% | Added |
| Synovus Financial Corp | 12,640 | $7.53M | 0.09% | +1,086+9.4% | Added |
| Meridian Wealth Advisors, LLC | 12,701 | $7.57M | 1.07% | +32+0.3% | Added |
| Boston Family Office LLC | 12,720 | $7.58M | 0.48% | −200−1.5% | Reduced |
| Staley Capital Advisers Inc | 12,844 | $7.66M | 0.31% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,853 | $7.66M | 0.09% | −4,222−24.7% | Reduced |
| Pacific Center for Financial Services | 12,910 | $7.69M | 1.96% | −100−0.8% | Reduced |
| Busey Wealth Management | 12,968 | $7.73M | 0.22% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,247 | $7.92M | 3.57% | −542−3.9% | Reduced |
| TKG Advisors, LLC | 13,339 | $7.95M | 3.41% | +309+2.4% | Added |
| Chesley Taft & Associates LLC | 13,488 | $8.04M | 0.34% | −245−1.8% | Reduced |
| Bearing Point Capital, LLC | 13,921 | $8.30M | 1.43% | −150−1.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $8.31M | 2.47% | 00.0% | Unchanged |
| Central Bank & Trust Co | 14,068 | $8.38M | 1.32% | −190−1.3% | Reduced |
| Seeds Investor LLC | 14,137 | $8.43M | 1.78% | −275−1.9% | Reduced |
| Legal & General Group Plc | 14,200 | $8.46M | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,223 | $8.48M | 0.02% | −322−2.2% | Reduced |
| Franklin Resources Inc | 14,296 | $8.52M | 0.00% | −4,999−25.9% | Reduced |
| Wealthspire Advisors, LLC | 14,893 | $8.88M | 0.05% | −435−2.8% | Reduced |
| RMR Wealth Builders | 14,905 | $8.88M | 0.74% | +219+1.5% | Added |