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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 655 | $390.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 657 | $391.7K | 0.01% | +18+2.8% | Added |
| Bridges Investment Management Inc | 660 | $393.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $393.4K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 662 | $394.6K | 0.03% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 667 | $397.6K | 0.18% | −100−13.0% | Reduced |
| Washington Trust Bank | 672 | $400.5K | 0.03% | −282−29.6% | Reduced |
| Colonial Trust Co | 673 | $401.3K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $401.4K | 0.14% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 675 | $402.3K | 0.04% | 00.0% | Unchanged |
| Betterment LLC | 678 | $404.0K | 0.00% | +28+4.3% | Added |
| Moss Adams Wealth Advisors LLC | 679 | $405.7K | 0.03% | +78+13.0% | Added |
| Newman Dignan & Sheerar, Inc. | 681 | $405.9K | 0.09% | +8+1.2% | Added |
| Capital Advisors Inc | 683 | $407.1K | 0.01% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 684 | $407.7K | 0.19% | +684 | New |
| Norden Group LLC | 686 | $408.9K | 0.04% | −15−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 687 | $409.5K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $409.5K | 0.07% | 00.0% | Unchanged |
| Seascape Capital Management | 688 | $410.0K | 0.12% | −130−15.9% | Reduced |
| Heartwood Wealth Advisors LLC | 689 | $410.6K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $410.7K | 0.17% | 00.0% | Unchanged |
| GTS Securities LLC | 690 | $411.3K | 0.02% | −711−50.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 698 | $415.7K | 0.17% | +698 | New |
| Catalyst Financial Partners LLC | 699 | $416.6K | 0.05% | −17−2.4% | Reduced |
| Mathes Company, Inc. | 700 | $417.0K | 0.15% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 700 | $417.2K | 0.07% | −58−7.7% | Reduced |
| Aberdeen Wealth Management LLC | 701 | $417.8K | 0.26% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 701 | $417.8K | 0.12% | +11+1.6% | Added |
| Watershed Private Wealth LLC | 702 | $418.4K | 0.13% | −3−0.4% | Reduced |
| Black Diamond Financial, LLC | 702 | $418.4K | 0.05% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $419.0K | 0.31% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $419.6K | 0.10% | −75−9.6% | Reduced |
| S.A. Mason LLC | 706 | $420.8K | 0.19% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 708 | $422.0K | 0.02% | +708 | New |
| Trail Ridge Investment Advisors, LLC | 710 | $423.2K | 0.19% | +90+14.5% | Added |
| Aprio Wealth Management, LLC | 713 | $424.7K | 0.04% | +190+36.3% | Added |
| Field & Main Bank | 714 | $425.6K | 0.13% | +1+0.1% | Added |
| Ellerson Group Inc | 715 | $426.2K | 0.27% | −500−41.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 715 | $426.3K | 0.02% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 716 | $426.8K | 0.46% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 717 | $427.1K | 0.01% | −2−0.3% | Reduced |
| PFG Investments, LLC | 723 | $431.2K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 724 | $431.5K | 0.02% | −80−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 724 | $432.0K | 0.05% | −35−4.6% | Reduced |
| Ardent Capital Management, Inc. | 730 | $435.1K | 0.18% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 732 | $436.3K | 0.10% | −3−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 734 | $437.5K | 0.02% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 747 | $445.2K | 0.15% | +747 | New |
| Rodgers Brothers Inc. | 748 | $445.8K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 747 | $446.6K | 0.04% | +14+1.9% | Added |
| Neumann Capital Management, LLC | 750 | $447.0K | 0.13% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 753 | $448.8K | 0.06% | −45−5.6% | Reduced |
| CRA Financial Services, LLC | 753 | $448.8K | 0.06% | +74+10.9% | Added |
| CoreCap Advisors, LLC | 754 | $449.5K | 0.02% | +210+38.6% | Added |
| Robertson Stephens Wealth Management, LLC | 755 | $451.2K | 0.01% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 758 | $451.8K | 0.39% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 759 | $452.4K | 0.34% | −48−5.9% | Reduced |
| Wealth Architects, LLC | 763 | $454.8K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 765 | $456.0K | 0.00% | +344+81.7% | Added |
| Arrowroot Family Office, LLC | 768 | $457.7K | 0.18% | −2−0.3% | Reduced |
| Objectivity Squared, LLC | 778 | $463.8K | 0.28% | +2+0.3% | Added |
| Summit Place Financial Advisors, LLC | 780 | $464.9K | 0.22% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 780 | $464.9K | 0.22% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 781 | $465.5K | 0.28% | −4−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 784 | $467.4K | 0.05% | +1+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 788 | $469.7K | 0.01% | 00.0% | Unchanged |
| Finivi Inc. | 791 | $471.2K | 0.30% | +36+4.8% | Added |
| Orleans Capital Management Corp | 791 | $471.5K | 0.30% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 792 | $472.1K | 0.03% | −12−1.5% | Reduced |
| Invenomic Capital Management LP | 797 | $475.0K | 0.02% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $475.6K | 0.12% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $476.8K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $476.8K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 800 | $477.0K | 0.00% | −4,191−84.0% | Reduced |
| Verdence Capital Advisors LLC | 791 | $478.4K | 0.03% | −6−0.8% | Reduced |
| Impact Capital Partners LLC | 803 | $478.6K | 0.14% | +803 | New |
| Coordinated Financial Services, Inc. | 806 | $480.1K | 0.31% | +171+26.9% | Added |
| TCG Advisory Services, LLC | 806 | $480.4K | 0.02% | −299−27.1% | Reduced |
| Optimum Investment Advisors | 810 | $482.8K | 0.19% | −30−3.6% | Reduced |
| Parcion Private Wealth LLC | 810 | $482.8K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 813 | $484.6K | 0.05% | +83+11.4% | Added |
| Harbour Investment Management LLC | 833 | $498.0K | 0.22% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $499.0K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 838 | $499.5K | 0.08% | +9+1.1% | Added |
| Abound Financial, LLC | 839 | $500.1K | 0.20% | 00.0% | Unchanged |
| Platform Technology Partners | 841 | $501.3K | 0.12% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 841 | $501.3K | 0.15% | 00.0% | Unchanged |
| Principal Securities, Inc. | 841 | $501.3K | 0.01% | −13−1.5% | Reduced |
| McCarthy & Cox | 847 | $504.7K | 0.12% | −20−2.3% | Reduced |
| Midland Wealth Advisors LLC | 847 | $504.8K | 0.03% | −34−3.9% | Reduced |
| Duncker Streett & Co Inc | 849 | $506.1K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 850 | $506.4K | 0.01% | +1+0.1% | Added |
| Montis Financial, LLC | 850 | $506.5K | 0.12% | −7−0.8% | Reduced |
| Litman Gregory Asset Management LLC | 852 | $507.8K | 0.04% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 855 | $509.6K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 856 | $510.0K | 0.03% | −78−8.4% | Reduced |
| Cardiff Park Advisors, LLC | 856 | $510.2K | 0.04% | +1+0.1% | Added |
| Stablepoint Partners, LLC | 864 | $515.0K | 0.08% | +9+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 867 | $516.8K | 0.04% | +150+20.9% | Added |
| Naviter Wealth, LLC | 866 | $517.6K | 0.06% | 00.0% | Unchanged |