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 |
|---|---|---|---|---|---|
| Cypress Wealth Services, LLC | 485 | $289.1K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 485 | $289.3K | 0.02% | +2+0.4% | Added |
| Essex Savings Bank | 487 | $290.3K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 494 | $294.9K | 0.02% | +4+0.8% | Added |
| Apexium Financial, LP | 496 | $295.6K | 0.01% | 00.0% | Unchanged |
| Burney Co | 497 | $296.2K | 0.01% | +5+1.0% | Added |
| MBL Wealth, LLC | 500 | $298.0K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 501 | $300.1K | 0.05% | +124+32.9% | Added |
| Guidance Point Advisors, LLC | 502 | $300.1K | 0.07% | −12−2.3% | Reduced |
| Charter Trust Co | 504 | $300.4K | 0.02% | 00.0% | Unchanged |
| KWMG, LLC | 508 | $302.8K | 0.03% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 510 | $304.0K | 0.13% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 511 | $304.6K | 0.19% | −12−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 513 | $306.1K | 0.01% | +65+14.5% | Added |
| Libra Wealth LLC | 515 | $307.0K | 0.09% | 00.0% | Unchanged |
| Camden National Bank | 516 | $307.6K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 518 | $308.7K | 0.07% | 00.0% | Unchanged |
| JSF Financial, LLC | 518 | $309.0K | 0.07% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 519 | $309.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 520 | $309.9K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $311.1K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $311.4K | 0.11% | +3+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $311.7K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $312.3K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 524 | $312.3K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 529 | $315.2K | 0.01% | −49−8.5% | Reduced |
| Bank of Jackson Hole Trust | 532 | $317.1K | 0.16% | −9−1.7% | Reduced |
| Evergreen Capital Management LLC | 534 | $318.8K | 0.01% | +1+0.2% | Added |
| AlphaCore Capital LLC | 536 | $319.5K | 0.01% | −20−3.6% | Reduced |
| Bouchey Financial Group Ltd | 536 | $320.3K | 0.02% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 538 | $320.4K | 0.15% | +1+0.2% | Added |
| Empirical Asset Management, LLC | 540 | $321.8K | 0.09% | +9+1.7% | Added |
| Novare Capital Management LLC | 541 | $322.5K | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 542 | $323.0K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 544 | $324.2K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $326.6K | 0.00% | – | New |
| Red Lighthouse Investment Management, LLC | 550 | $327.8K | 0.11% | 00.0% | Unchanged |
| WP Advisors, LLC | 551 | $328.6K | 0.08% | +1+0.2% | Added |
| LRI Investments, LLC | 553 | $329.4K | 0.03% | +69+14.3% | Added |
| Cornerstone Wealth Group, LLC | 554 | $330.2K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 555 | $330.8K | 0.08% | −130−19.0% | Reduced |
| Anchor Capital Advisors LLC | 555 | $330.8K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 556 | $331.4K | 0.08% | −3−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 559 | $333.2K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $335.0K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 562 | $335.0K | 0.02% | +562 | New |
| Park Avenue Securities LLC | 562 | $335.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 563 | $335.6K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 565 | $336.2K | 0.01% | +41+7.8% | Added |
| Financial Counselors Inc | 570 | $339.7K | 0.45% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 570 | $339.7K | 0.29% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 571 | $340.6K | 0.04% | +91+19.0% | Added |
| Heritage Investment Group, Inc. | 575 | $342.7K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 575 | $343.1K | 0.06% | −14−2.4% | Reduced |
| Legacy Financial Strategies, LLC | 576 | $343.3K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 575 | $343.6K | 0.03% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 609 | $344.8K | 0.12% | 00.0% | Unchanged |
| REDW Wealth LLC | 579 | $345.3K | 0.13% | +2+0.3% | Added |
| 49 Wealth Management, LLC | 579 | $345.4K | 0.03% | +579 | New |
| Members Wealth LLC | 578 | $345.4K | 0.22% | +578 | New |
| Cortland Associates Inc | 580 | $346.0K | 0.04% | +36+6.6% | Added |
| Strategic Blueprint, LLC | 581 | $346.5K | 0.02% | +40+7.4% | Added |
| Financial Council Asset Management Inc | 585 | $348.7K | 0.15% | 00.0% | Unchanged |
| Berkeley, Inc | 586 | $349.3K | 0.11% | 00.0% | Unchanged |
| Well Done, LLC | 590 | $351.7K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 590 | $351.7K | 0.05% | +50+9.3% | Added |
| Waters Parkerson & Co., LLC | 595 | $354.6K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 595 | $354.6K | 0.05% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 597 | $355.8K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 598 | $356.4K | 0.03% | −49−7.6% | Reduced |
| Sonora Investment Management Group, LLC | 599 | $357.0K | 0.03% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 600 | $357.4K | 0.06% | −3−0.5% | Reduced |
| Sym Financial Corp | 600 | $357.6K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $357.6K | 0.09% | 00.0% | Unchanged |
| Summa Corp. | 600 | $357.6K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 600 | $357.7K | 0.01% | −35−5.5% | Reduced |
| SPC Financial, Inc. | 603 | $359.4K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $359.4K | 0.16% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 605 | $360.6K | 0.29% | −60−9.0% | Reduced |
| Shaker Investments LLC | 612 | $365.0K | 0.15% | +2+0.3% | Added |
| Pandora Wealth, Inc. | 613 | $365.4K | 0.22% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 613 | $365.6K | 0.37% | +613 | New |
| Strategic Wealth Partners, Ltd. | 614 | $366.1K | 0.03% | −701−53.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 618 | $368.3K | 0.05% | +125+25.4% | Added |
| Optima Capital LLC | 617 | $368.9K | 0.18% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 619 | $368.9K | 0.01% | +12+2.0% | Added |
| Altfest L J & Co Inc | 622 | $370.7K | 0.04% | −197−24.1% | Reduced |
| Asset Dedication, LLC | 622 | $370.7K | 0.02% | −31−4.7% | Reduced |
| Claro Advisors LLC | 630 | $375.8K | 0.05% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 629 | $375.9K | 0.10% | 00.0% | Unchanged |
| Asset Planning Corporation | 636 | $379.0K | 0.18% | +1+0.2% | Added |
| Oppenheimer Asset Management Inc. | 636 | $379.1K | 0.00% | +636 | New |
| Farmers & Merchants Investments Inc | 637 | $379.7K | 0.01% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 645 | $384.4K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $384.4K | 0.00% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 650 | $387.4K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $387.4K | 0.14% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $389.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 654 | $389.8K | 0.00% | +654 | New |
| Howard Capital Management Group, LLC | 655 | $390.4K | 0.02% | −60−8.4% | Reduced |