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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 52,656 | $31.4M | 0.06% | +1,862+3.7% | Added |
| SCS Capital Management LLC | 53,046 | $31.6M | 0.34% | −2,501−4.5% | Reduced |
| Peapack Gladstone Financial Corp | 53,592 | $31.9M | 0.42% | −40.0% | Reduced |
| Oldfather Financial Services, LLC | 54,950 | $32.8M | 10.20% | +1,675+3.1% | Added |
| Lido Advisors, LLC | 57,069 | $34.1M | 0.14% | +18,985+49.9% | Added |
| Pinnacle Associates Ltd | 58,366 | $34.8M | 0.46% | −781−1.3% | Reduced |
| Citizens Financial Group Inc | 59,770 | $35.6M | 0.49% | −1,011−1.7% | Reduced |
| Massmutual Trust Co FSB | 59,962 | $35.7M | 0.91% | −163−0.3% | Reduced |
| Smith, Moore & Co. | 60,281 | $35.9M | 2.75% | −150.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,713 | $36.9M | 0.49% | −95−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 63,632 | $37.9M | 4.40% | +1,819+2.9% | Added |
| Midwest Trust Co | 66,230 | $39.5M | 0.51% | +2,015+3.1% | Added |
| Portland Global Advisors LLC | 67,000 | $39.9M | 4.46% | −1,185−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,859 | $40.8M | 0.87% | −207−0.3% | Reduced |
| Pittenger & Anderson Inc | 70,018 | $41.7M | 1.53% | +201+0.3% | Added |
| Captrust Financial Advisors | 71,760 | $42.8M | 0.09% | −1,509−2.1% | Reduced |
| Divergent Planning, LLC | 74,284 | $44.6M | 11.86% | +4,041+5.8% | Added |
| Henshaw Capital LLC | 75,050 | $44.7M | 1.67% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 75,101 | $44.8M | 0.01% | −2,154−2.8% | Reduced |
| Blair William & Co | 77,101 | $46.0M | 0.12% | −1,265−1.6% | Reduced |
| Envestnet Asset Management Inc | 77,622 | $46.3M | 0.01% | +569+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 85,625 | $51.0M | 0.08% | +4,672+5.8% | Added |
| Washington Trust Co | 87,927 | $52.4M | 1.72% | −328−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 88,088 | $52.5M | 0.07% | −13,469−13.3% | Reduced |
| Colony Group, LLC | 88,384 | $52.7M | 0.09% | +7,570+9.4% | Added |
| Atlantic Union Bankshares Corp | 89,998 | $53.6M | 1.01% | −944−1.0% | Reduced |
| Cetera Investment Advisers | 91,232 | $54.4M | 0.06% | +22,099+32.0% | Added |
| Advisor Group Holdings, Inc. | 93,225 | $55.6M | 0.08% | +19,353+26.2% | Added |
| Mariner, LLC | 105,154 | $62.7M | 0.08% | −211−0.2% | Reduced |
| Montag A & Associates Inc | 105,201 | $62.9M | 2.89% | −293−0.3% | Reduced |
| HRT Financial LP | 108,070 | $64.4M | 0.24% | −850−0.8% | Reduced |
| Stifel Financial Corp | 108,905 | $64.9M | 0.06% | +2,836+2.7% | Added |
| Mirae Asset Securities (USA) Inc. | 111,284 | $66.3M | 2.91% | +55,902+100.9% | Added |
| Brown Advisory Inc | 114,839 | $68.4M | 0.09% | −3,882−3.3% | Reduced |
| FineMark National Bank & Trust | 116,467 | $69.4M | 2.27% | −5,547−4.5% | Reduced |
| Hills Bank & Trust Co | 119,611 | $71.3M | 4.19% | +442+0.4% | Added |
| Cerity Partners LLC | 123,960 | $73.9M | 0.12% | −4,963−3.8% | Reduced |
| Truist Financial Corp | 125,891 | $75.0M | 0.10% | +3,052+2.5% | Added |
| Whittier Trust Co | 128,786 | $77.4M | 0.88% | −3,861−2.9% | Reduced |
| Waddell & Associates, LLC | 148,331 | $88.4M | 7.52% | +4,763+3.3% | Added |
| BNP Paribas Arbitrage, SA | 154,349 | $92.0M | 0.07% | −48,843−24.0% | Reduced |
| Barclays PLC | 155,506 | $92.7M | 0.03% | +144,063+1,259.0% | Added |
| Susquehanna International Group, LLP | 163,905 | $97.7M | 0.14% | +24,397+17.5% | Added |
| Welch & Forbes LLC | 168,530 | $100.4M | 1.21% | −917−0.5% | Reduced |
| Bank of New York Mellon Corp | 171,927 | $102.5M | 0.02% | −810.0% | Reduced |
| LPL Financial LLC | 172,465 | $102.8M | 0.03% | +254+0.1% | Added |
| Conservest Capital Advisors, Inc. | 217,689 | $129.8M | 12.00% | −506−0.2% | Reduced |
| Arvest Bank Trust Division | 232,628 | $138.7M | 7.69% | +704+0.3% | Added |
| CI Private Wealth, LLC | 235,580 | $140.4M | 0.22% | −3,874−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 236,837 | $141.2M | 0.34% | +114,376+93.4% | Added |
| HighTower Advisors, LLC | 237,914 | $141.8M | 0.16% | +13,231+5.9% | Added |
| MAI Capital Management | 250,159 | $149.1M | 0.93% | +1,144+0.5% | Added |
| Alliancebernstein L.P. | 257,129 | $153.3M | 0.05% | −7,843−3.0% | Reduced |
| Creative Planning | 286,128 | $170.5M | 0.13% | +22,323+8.5% | Added |
| JPMorgan Chase & Co | 334,973 | $199.7M | 0.01% | −80,601−19.4% | Reduced |
| Royal Bank of Canada | 339,521 | $202.4M | 0.04% | −97,975−22.4% | Reduced |
| Moore Capital Management, LP | 340,000 | $202.7M | 4.03% | −293,725−46.3% | Reduced |
| Bank of Montreal | 502,730 | $299.6M | 0.13% | +1,879+0.4% | Added |
| Raymond James Financial Inc | 529,533 | $315.6M | 0.10% | +2,995+0.6% | Added |
| UBS Group AG | 636,918 | $379.6M | 0.07% | +26,326+4.3% | Added |
| The PNC Financial Services Group, Inc. | 714,972 | $426.1M | 0.26% | −8,573−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 788,274 | $469.8M | 0.31% | +175,255+28.6% | Added |
| Pathstone Holdings, LLC | 889,822 | $530.4M | 2.03% | −7,422−0.8% | Reduced |
| US Bancorp | 998,110 | $594.9M | 0.71% | −17,673−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,056,887 | $629.9M | 0.09% | +189,187+21.8% | Added |
| Northern Trust Corp | 1,088,416 | $648.7M | 0.08% | −12,263−1.1% | Reduced |
| Wells Fargo & Company | 1,256,091 | $748.7M | 0.15% | −5,575−0.4% | Reduced |
| Morgan Stanley | 1,780,404 | $1.06B | 0.06% | +458,372+34.7% | Added |
| Bank of America Corp | 2,056,151 | $1.23B | 0.09% | −181,826−8.1% | Reduced |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16,013−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −15,542−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,626−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,281−100.0% | Sold out |
| Washburn Capital Management, Inc. | 0 | $0 | 0.00% | −51,690−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Davies Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Compass Planning Associates Inc | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Denver Wealth Management, Inc. | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Umpqua Bank | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Dohj, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Fusion Family Wealth LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Lantern Wealth Advisors, LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |