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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 14,982 | $8.93M | 0.29% | +955+6.8% | Added |
| Nixon Peabody Trust Co | 15,218 | $9.07M | 0.66% | −1,254−7.6% | Reduced |
| Howard Capital Management Inc. | 15,243 | $9.09M | 0.12% | −135−0.9% | Reduced |
| Capstone Financial Advisors, Inc. | 15,340 | $9.14M | 0.50% | −110−0.7% | Reduced |
| Brookstone Capital Management | 15,429 | $9.20M | 0.11% | −930−5.7% | Reduced |
| Evercore Wealth Management, LLC | 15,684 | $9.35M | 0.14% | −150−0.9% | Reduced |
| Terry L. Blaker | 15,694 | $9.35M | 0.35% | −379−2.4% | Reduced |
| Quantinno Capital Management LP | 15,742 | $9.38M | 0.03% | −279−1.7% | Reduced |
| GFS Advisors, LLC | 15,808 | $9.42M | 1.20% | −30−0.2% | Reduced |
| Arvest Investments, Inc. | 15,857 | $9.45M | 1.36% | −314−1.9% | Reduced |
| Montz Harcus Wealth Management LLC | 15,860 | $9.45M | 4.13% | +108+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,950 | $9.51M | 0.06% | +3,289+26.0% | Added |
| Agf Management Ltd | 15,999 | $9.54M | 0.04% | −55−0.3% | Reduced |
| Granite FO LLC | 16,021 | $9.55M | 5.19% | −12−0.1% | Reduced |
| CWM, LLC | 16,026 | $9.55M | 0.03% | +1,285+8.7% | Added |
| First Financial Bank - Trust Division | 16,045 | $9.56M | 0.82% | −237−1.5% | Reduced |
| NBT Bank N A | 16,051 | $9.57M | 0.62% | −475−2.9% | Reduced |
| Harbour Trust & Investment Management Co | 16,061 | $9.57M | 0.99% | −564−3.4% | Reduced |
| Pensionmark Financial Group, LLC | 16,618 | $9.90M | 0.20% | +617+3.9% | Added |
| Cyndeo Wealth Partners, LLC | 16,773 | $10.0M | 0.56% | −10.0% | Reduced |
| Ieq Capital, LLC | 17,068 | $10.2M | 0.03% | +2,851+20.1% | Added |
| Mill Creek Capital Advisors, LLC | 17,084 | $10.2M | 0.21% | +53+0.3% | Added |
| Canopy Partners, LLC | 17,092 | $10.2M | 3.40% | −35−0.2% | Reduced |
| Legacy Advisors, LLC | 17,097 | $10.2M | 1.26% | +17,097 | New |
| Brown Brothers Harriman & Co | 17,129 | $10.2M | 0.06% | −82−0.5% | Reduced |
| Hummer Financial Advisory Services Inc | 17,189 | $10.3M | 7.48% | −39−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 17,289 | $10.3M | 2.22% | +153+0.9% | Added |
| Country Club Bank | 18,418 | $11.0M | 0.65% | −493−2.6% | Reduced |
| Csenge Advisory Group | 18,414 | $11.0M | 0.52% | +1,202+7.0% | Added |
| Dumont & Blake Investment Advisors LLC | 18,663 | $11.1M | 2.70% | −48−0.3% | Reduced |
| Corsicana & Co. | 18,760 | $11.2M | 6.28% | +18,760 | New |
| Lutz Financial Services LLC | 18,852 | $11.2M | 0.81% | −255−1.3% | Reduced |
| Callan Family Office, LLC | 18,969 | $11.3M | 0.36% | −906−4.6% | Reduced |
| Wellspring Financial Advisors, LLC | 18,998 | $11.3M | 1.04% | −716−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,643 | $11.7M | 0.05% | +2,275+13.1% | Added |
| Cornerstone Planning Group LLC | 186,154 | $11.8M | 1.98% | +186,121+564,003.0% | Added |
| jvl associates llc | 19,786 | $11.8M | 3.90% | −15−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,893 | $11.9M | 0.22% | −209−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 20,189 | $12.0M | 1.83% | −65−0.3% | Reduced |
| Savant Capital, LLC | 20,502 | $12.2M | 0.07% | +163+0.8% | Added |
| Old National Bancorp | 20,775 | $12.4M | 0.21% | −601−2.8% | Reduced |
| Caldwell Trust Co | 21,099 | $12.6M | 1.18% | −571−2.6% | Reduced |
| MCF Advisors LLC | 21,225 | $12.7M | 0.78% | −166−0.8% | Reduced |
| Thrive Wealth Management, LLC | 21,492 | $12.8M | 1.93% | +101+0.5% | Added |
| AQR Capital Management LLC | 22,049 | $13.1M | 0.01% | +9,335+73.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,354 | $13.3M | 0.08% | −2,472−10.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 22,948 | $13.7M | 3.52% | −198−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 23,045 | $13.7M | 0.42% | +3,000+15.0% | Added |
| MetLife Investment Management | 23,300 | $13.9M | 0.07% | −25,100−51.9% | Reduced |
| MML Investors Services, LLC | 23,475 | $14.0M | 0.04% | −364−1.5% | Reduced |
| Glenmede Investment Management, LP | 23,750 | $14.2M | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,950 | $14.3M | 0.06% | +2,380+11.0% | Added |
| Madison Asset Management, LLC | 24,058 | $14.3M | 0.16% | −5,106−17.5% | Reduced |
| Buckingham Strategic Partners | 24,440 | $14.6M | 0.17% | +11,200+84.6% | Added |
| Simmons Bank | 24,666 | $14.7M | 0.98% | −940−3.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,942 | $14.9M | 2.68% | +117+0.5% | Added |
| Mercer Global Advisors Inc | 25,104 | $15.0M | 0.02% | +5,870+30.5% | Added |
| Mesirow Financial Investment Management, Inc. | 25,355 | $15.1M | 0.27% | −109−0.4% | Reduced |
| Commerce Bank | 26,513 | $15.8M | 0.09% | +59+0.2% | Added |
| Serenus Wealth Advisors, LLC | 26,601 | $15.9M | 2.71% | −2,278−7.9% | Reduced |
| M&T Bank Corp | 27,199 | $16.2M | 0.05% | +101+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,554 | $16.4M | 0.05% | +177+0.6% | Added |
| Youngs Advisory Group, Inc. | 28,835 | $17.2M | 6.12% | +481+1.7% | Added |
| Huntington National Bank | – | $17.4M | 0.11% | – | – |
| Jane Street Group, LLC | 29,796 | $17.8M | 0.02% | −8,477−22.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,979 | $17.9M | 2.87% | +400+1.4% | Added |
| Tandem Wealth Advisors LLC | 30,795 | $18.4M | 8.73% | −1,033−3.2% | Reduced |
| Curbstone Financial Management Corp | 31,178 | $18.6M | 3.57% | +372+1.2% | Added |
| Vestor Capital, LLC | 31,208 | $18.6M | 1.19% | +30,758+6,835.1% | Added |
| Hancock Whitney Corp | 31,356 | $18.7M | 0.34% | −580−1.8% | Reduced |
| Pinnacle Financial Partners Inc | 31,461 | $18.8M | 0.45% | −1,475−4.5% | Reduced |
| Citigroup Inc | 31,993 | $19.1M | 0.01% | +15,488+93.8% | Added |
| Trustmark National Bank Trust Department | 32,194 | $19.2M | 1.25% | −43−0.1% | Reduced |
| Steele Capital Management, Inc. | 33,331 | $19.9M | 0.88% | −176−0.5% | Reduced |
| Waldron Private Wealth LLC | 33,618 | $20.0M | 0.81% | +2,720+8.8% | Added |
| FMR LLC | 34,767 | $20.7M | 0.00% | +3,502+11.2% | Added |
| Kestra Advisory Services, LLC | 34,898 | $20.8M | 0.10% | +3,379+10.7% | Added |
| Millennium Management LLC | 35,427 | $21.1M | 0.02% | +26,876+314.3% | Added |
| 1st Source Bank | 35,820 | $21.3M | 1.13% | −319−0.9% | Reduced |
| Miracle Mile Advisors, LLC | 36,687 | $21.9M | 0.33% | −5,301−12.6% | Reduced |
| Johnson Investment Counsel Inc | 36,722 | $21.9M | 0.18% | +311+0.9% | Added |
| SG Americas Securities, LLC | 37,030 | $22.1M | 0.08% | −67,810−64.7% | Reduced |
| RMB Capital Management, LLC | 37,794 | $22.6M | 0.41% | −139−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 38,082 | $22.7M | 1.05% | 00.0% | Unchanged |
| Conning Inc. | 38,596 | $23.0M | 0.76% | −1,589−4.0% | Reduced |
| Squarepoint Ops LLC | 40,158 | $23.9M | 0.05% | −42,322−51.3% | Reduced |
| Comerica Bank | 41,552 | $24.8M | 0.09% | −2,759−6.2% | Reduced |
| Bessemer Group Inc | 41,707 | $24.9M | 0.04% | +2,475+6.3% | Added |
| Klingman & Associates, LLC | 41,928 | $25.0M | 1.26% | −450−1.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 43,335 | $25.8M | 2.72% | −5,988−12.1% | Reduced |
| LCM Capital Management Inc | 43,817 | $26.1M | 12.53% | −74−0.2% | Reduced |
| Cumberland Advisors Inc | 44,302 | $26.4M | 10.14% | −400−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 44,747 | $26.8M | 0.70% | −155−0.3% | Reduced |
| Clearstead Advisors, LLC | 46,682 | $27.8M | 0.41% | −333−0.7% | Reduced |
| IFG Advisors, LLC | 46,719 | $27.8M | 4.54% | −1,284−2.7% | Reduced |
| Janney Montgomery Scott LLC | 47,144 | $28.1M | 0.07% | −2,960−5.9% | Reduced |
| Baird Financial Group, Inc. | 49,634 | $29.6M | 0.05% | −1,542−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $29.8M | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50,119 | $29.9M | 2.85% | −316−0.6% | Reduced |
| Heritage Investors Management Corp | 50,510 | $30.1M | 0.90% | −397−0.8% | Reduced |