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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 145 | $86.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 145 | $86.4K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $87.4K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $89.4K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 151 | $90.0K | 0.06% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 576 | $92.6K | 0.07% | +421+271.6% | Added |
| TD Capital Management LLC | 156 | $93.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 157 | $93.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 163 | $97.2K | 0.02% | −166−50.5% | Reduced |
| Indiana Trust & Investment Management CO | 164 | $97.7K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $97.7K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 168 | $100.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $102.5K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 172 | $102.5K | 0.04% | +107+164.6% | Added |
| Hollencrest Capital Management | 174 | $103.7K | 0.00% | +124+248.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 179 | $107.0K | 0.01% | −26−12.7% | Reduced |
| Monetary Management Group Inc | 180 | $107.3K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $107.3K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 181 | $107.9K | 0.05% | 00.0% | Unchanged |
| American National Bank | 182 | $108.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 189 | $112.4K | 0.03% | +1+0.5% | Added |
| Fairman Group, LLC | 189 | $112.9K | 0.09% | −83−30.5% | Reduced |
| Mascoma Wealth Management LLC | 198 | $118.0K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 200 | $119.0K | 0.00% | +11+5.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $119.0K | 0.06% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $119.2K | 0.03% | −57−22.2% | Reduced |
| Assetmark, Inc | 209 | $124.6K | 0.00% | +19+10.0% | Added |
| Comprehensive Financial Planning, Inc. | 210 | $125.3K | 0.09% | 00.0% | Unchanged |
| DAGCO, Inc. | 227 | $135.3K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 234 | $139.5K | 0.00% | +234 | New |
| City Holding Co | 240 | $143.0K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 242 | $144.2K | 0.01% | +1+0.4% | Added |
| Longview Financial Advisors LLC | 244 | $145.4K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $149.4K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 260 | $154.8K | 0.05% | +1+0.4% | Added |
| Chilton Capital Management LLC | 283 | $168.7K | 0.01% | +258+1,032.0% | Added |
| Umb Bank N A | 285 | $169.9K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 290 | $172.8K | 0.13% | −110−27.5% | Reduced |
| Noble Wealth Management PBC | 292 | $174.0K | 0.09% | +292 | New |
| Key Financial Inc | 296 | $177.0K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 298 | $177.6K | 0.11% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $178.8K | 0.12% | −50−14.3% | Reduced |
| Mountain Hill Investment Partners Corp. | 300 | $178.8K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 303 | $180.6K | 0.01% | +303 | New |
| Darwin Advisors, LLC | 304 | $181.6K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 307 | $182.9K | 0.00% | +55+21.8% | Added |
| Mather Group, LLC. | 328 | $195.5K | 0.00% | +328 | New |
| Blue Bell Private Wealth Management, LLC | 332 | $197.9K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 335 | $199.5K | 0.02% | +1+0.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 336 | $200.3K | 0.02% | +336 | New |
| Forbes J M & Co LLP | 338 | $201.5K | 0.02% | +338 | New |
| Keystone Global Partners, LLC | 339 | $202.1K | 0.10% | −509−60.0% | Reduced |
| Guild Investment Management, Inc. | 340 | $202.7K | 0.16% | +340 | New |
| Aldebaran Financial Inc. | 340 | $202.7K | 0.20% | +340 | New |
| Oarsman Capital, Inc. | 340 | $202.7K | 0.03% | +340 | New |
| Strategic Family Wealth Counselors, L.L.C. | 340 | $202.7K | 0.05% | +340 | New |
| Pachira Investments Inc. | 342 | $203.8K | 0.11% | −17−4.7% | Reduced |
| Nordwand Advisors, LLC | 342 | $203.8K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 343 | $204.4K | 0.03% | +343 | New |
| CNB Bank | 344 | $205.0K | 0.09% | 00.0% | Unchanged |
| First Foundation Advisors | 345 | $205.6K | 0.01% | +345 | New |
| Meritage Portfolio Management | 346 | $206.2K | 0.01% | +346 | New |
| First Interstate Bank | 346 | $206.2K | 0.01% | +346 | New |
| WealthShield Partners, LLC | 347 | $206.8K | 0.02% | −642−64.9% | Reduced |
| Marino, Stram & Associates LLC | 348 | $207.1K | 0.04% | +348 | New |
| Univest Financial Corp | 348 | $207.4K | 0.01% | −6−1.7% | Reduced |
| Great Waters Wealth Management | 348 | $207.6K | 0.02% | +348 | New |
| Silverlake Wealth Management LLC | 349 | $208.0K | 0.05% | +349 | New |
| Purkiss Capital Advisors LLC | 350 | $208.6K | 0.10% | +350 | New |
| Blackhill Capital Inc | 351 | $209.2K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $209.2K | 0.03% | +351 | New |
| Kapstone Financial Advisors LLC | 352 | $209.8K | 0.10% | +352 | New |
| American Capital Management Inc | 353 | $210.4K | 0.01% | +353 | New |
| Harbor Investment Advisory, LLC | 355 | $211.6K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 575 | $212.6K | 0.05% | +575 | New |
| Contravisory Investment Management, Inc. | 359 | $213.8K | 0.04% | −36−9.1% | Reduced |
| Stonekeep Investments, LLC | 359 | $214.0K | 0.14% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 360 | $214.6K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $215.2K | 0.02% | −100−21.7% | Reduced |
| EWG Elevate Inc. | 363 | $216.4K | 0.07% | +363 | New |
| Madden Advisory Services, Inc. | 364 | $217.0K | 0.08% | −96−20.9% | Reduced |
| Mystic Asset Management, Inc. | 364 | $217.0K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 365 | $217.6K | 0.03% | −273−42.8% | Reduced |
| Icapital Wealth LLC | 365 | $217.6K | 0.12% | −35−8.8% | Reduced |
| BTG Pactual Asset Management US LLC | 410 | $218.7K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 368 | $219.3K | 0.02% | −10−2.6% | Reduced |
| Windsor Capital Management, LLC | 368 | $219.8K | 0.06% | −25−6.4% | Reduced |
| Jacobs & Co | 370 | $220.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 370 | $220.5K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 372 | $221.7K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 372 | $221.7K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 373 | $222.0K | 0.01% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 373 | $222.3K | 0.04% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 377 | $224.7K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 377 | $224.7K | 0.00% | +377 | New |
| Confluence Wealth Services, Inc. | 377 | $224.7K | 0.01% | −112−22.9% | Reduced |
| Guardian Wealth Advisors, LLC | 377 | $224.9K | 0.01% | −22−5.5% | Reduced |
| Breakwater Investment Management | 380 | $226.5K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 381 | $227.1K | 0.01% | +381 | New |
| Shufro Rose & Co LLC | 426 | $227.3K | 0.02% | 00.0% | Unchanged |