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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 383 | $228.3K | 0.01% | −100−20.7% | Reduced |
| SeaCrest Wealth Management, LLC | 381 | $229.1K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 385 | $229.4K | 0.03% | −51−11.7% | Reduced |
| Private Capital Management, LLC | 385 | $229.5K | 0.02% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 387 | $230.5K | 0.16% | +1+0.3% | Added |
| Steel Peak Wealth Management LLC | 387 | $231.3K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 390 | $232.5K | 0.02% | +390 | New |
| IAG Wealth Partners, LLC | 392 | $233.6K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 392 | $234.3K | 0.04% | +1+0.3% | Added |
| First Commonwealth Financial Corp | 394 | $234.7K | 0.04% | +394 | New |
| First American Trust, FSB | 395 | $235.4K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 396 | $236.0K | 0.02% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 396 | $236.2K | 0.24% | +1+0.3% | Added |
| Hengehold Capital Management LLC | 397 | $236.6K | 0.02% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $238.4K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $238.4K | 0.05% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $238.4K | 0.02% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $238.4K | 0.14% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $238.4K | 0.14% | 00.0% | Unchanged |
| Tableaux LLC | 400 | $238.4K | 0.10% | +400 | New |
| Hobart Private Capital, LLC | 402 | $239.6K | 0.05% | +45+12.6% | Added |
| Cadinha & Co LLC | 403 | $240.2K | 0.03% | −60−13.0% | Reduced |
| Alexander Randolph Advisory, Inc. | 404 | $240.8K | 0.20% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 404 | $241.0K | 0.01% | −4,005−90.8% | Reduced |
| Sheets Smith Wealth Management | 406 | $241.7K | 0.03% | 00.0% | Unchanged |
| Trust Co | 411 | $245.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 411 | $245.0K | 0.00% | +72+21.2% | Added |
| BlueChip Wealth Advisors LLC | 413 | $246.2K | 0.11% | +52+14.4% | Added |
| Financial Futures Ltd Liability Co. | 413 | $246.3K | 0.12% | +32+8.4% | Added |
| FSM Wealth Advisors, LLC | 416 | $247.9K | 0.04% | 00.0% | Unchanged |
| Mendel Money Management | 417 | $248.5K | 0.10% | −53−11.3% | Reduced |
| Trust Co of Virginia | 420 | $250.3K | 0.02% | +420 | New |
| Cynosure Management, LLC | 421 | $250.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 422 | $251.5K | 0.03% | −119−22.0% | Reduced |
| Excalibur Management Corp | 422 | $251.5K | 0.09% | −25−5.6% | Reduced |
| Symphony Financial, Ltd. Co. | 426 | $252.1K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 424 | $252.7K | 0.09% | +41+10.7% | Added |
| Unified Investment Management | 425 | $253.3K | 0.25% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $253.3K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $253.5K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 426 | $253.9K | 0.01% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 427 | $254.5K | 0.14% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 428 | $255.2K | 0.04% | −237−35.6% | Reduced |
| CapWealth Advisors, LLC | 429 | $255.7K | 0.02% | −42−8.9% | Reduced |
| Van Strum & Towne Inc. | 430 | $256.3K | 0.08% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 430 | $256.3K | 0.10% | 00.0% | Unchanged |
| Legacy Trust | 431 | $256.9K | 0.05% | −110−20.3% | Reduced |
| William Mack & Associates, Inc. | 431 | $256.9K | 0.14% | 00.0% | Unchanged |
| First Pacific Financial | 432 | $257.7K | 0.04% | +1+0.2% | Added |
| Inscription Capital, LLC | 433 | $258.2K | 0.03% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 435 | $259.5K | 0.06% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 436 | $259.9K | 0.07% | +1+0.2% | Added |
| Signaturefd, LLC | 436 | $259.9K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 437 | $260.6K | 0.19% | +9+2.1% | Added |
| Heritage Wealth Management, Inc. | 441 | $262.6K | 0.08% | +1+0.2% | Added |
| IHT Wealth Management, LLC | 442 | $263.4K | 0.01% | +2+0.5% | Added |
| Oder Investment Management, LLC | 443 | $264.0K | 0.19% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $264.6K | 0.07% | −5−1.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 445 | $265.2K | 0.06% | −60−11.9% | Reduced |
| Integrity Alliance, LLC. | 445 | $265.2K | 0.01% | +82+22.6% | Added |
| Per Stirling Capital Management, LLC. | 445 | $265.5K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 446 | $265.8K | 0.01% | +28+6.7% | Added |
| Allegheny Financial Group LTD | 446 | $266.3K | 0.05% | +34+8.3% | Added |
| Financial Partners Group, Inc | 448 | $267.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 448 | $267.0K | 0.00% | +20+4.7% | Added |
| Exeter Financial, LLC | 450 | $268.2K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $268.2K | 0.04% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $268.2K | 0.25% | +450 | New |
| Westside Investment Management, Inc. | 450 | $268.6K | 0.04% | 00.0% | Unchanged |
| Jennison Associates LLC | 457 | $272.3K | 0.00% | −154−25.2% | Reduced |
| Northstar Asset Management Inc | 457 | $272.4K | 0.07% | +457 | New |
| Sapient Capital LLC | 457 | $272.8K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 459 | $273.6K | 0.08% | +459 | New |
| Investment Advisory Services Inc | 460 | $274.2K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $274.2K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 461 | $275.0K | 0.02% | −13−2.7% | Reduced |
| South State Corp. | 463 | $276.0K | 0.01% | −159−25.6% | Reduced |
| Aspen Investment Management Inc | 463 | $276.0K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 463 | $277.0K | 0.10% | +86+22.8% | Added |
| Root Financial Partners, LLC | 465 | $277.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 463 | $277.0K | 0.02% | +154+49.8% | Added |
| Bensler, LLC | 465 | $277.2K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 466 | $277.7K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $278.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 468 | $278.9K | 0.02% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 468 | $279.2K | 0.16% | +101+27.5% | Added |
| Lesa Sroufe & Co | 470 | $280.0K | 0.23% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 470 | $280.1K | 0.01% | −22−4.5% | Reduced |
| Empower Advisory Group, LLC | 472 | $281.0K | 0.00% | +472 | New |
| Bedell Frazier Investment Counseling, LLC | 473 | $281.9K | 0.06% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 474 | $282.5K | 0.01% | +5+1.1% | Added |
| Hanson & Doremus Investment Management | 475 | $283.0K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 475 | $283.1K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 475 | $283.1K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $283.7K | 0.10% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 479 | $285.5K | 0.10% | +115+31.6% | Added |
| JustInvest LLC | 480 | $286.1K | 0.00% | −20−4.0% | Reduced |
| Tranquility Partners, LLC | 483 | $287.9K | 0.10% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 484 | $288.5K | 0.02% | +484 | New |
| BFSG, LLC | 485 | $289.1K | 0.03% | 00.0% | Unchanged |