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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 870 | $518.5K | 0.09% | +870 | New |
| Evernest Financial Advisors, LLC | 871 | $519.2K | 0.15% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $519.7K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $520.0K | 0.14% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 878 | $523.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 880 | $525.8K | 0.02% | −101−10.3% | Reduced |
| Forum Financial Management, LP | 885 | $527.7K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 886 | $528.0K | 0.08% | −19−2.1% | Reduced |
| First Business Financial Services, Inc. | 887 | $528.7K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 890 | $530.5K | 0.01% | +3+0.3% | Added |
| Vertex Planning Partners, LLC | 891 | $531.2K | 0.10% | −9−1.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 891 | $531.2K | 0.12% | −6−0.7% | Reduced |
| HBK Sorce Advisory LLC | 894 | $531.6K | 0.01% | −10−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 887 | $531.6K | 0.09% | −19−2.1% | Reduced |
| Eagle Global Advisors LLC | 895 | $533.4K | 0.02% | −10−1.1% | Reduced |
| Creekside Partners | 895 | $533.6K | 0.24% | +1+0.1% | Added |
| Citadel Advisors LLC | 896 | $534.0K | 0.00% | −1,319−59.5% | Reduced |
| Advisors Capital Management, LLC | 897 | $534.6K | 0.01% | −100−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 897 | $534.9K | 0.01% | −29−3.1% | Reduced |
| Bragg Financial Advisors, Inc | 899 | $536.0K | 0.02% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 901 | $537.0K | 0.24% | +901 | New |
| First PREMIER Bank | 902 | $538.0K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 909 | $541.9K | 0.20% | −41−4.3% | Reduced |
| TradeLink Capital LLC | 910 | $542.0K | 4.22% | +910 | New |
| Connors Investor Services Inc | 915 | $545.4K | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 920 | $548.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 920 | $548.3K | 0.31% | +7+0.8% | Added |
| SevenBridge Financial Group, LLC | 917 | $548.9K | 0.09% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 923 | $550.1K | 0.03% | +923 | New |
| JNBA Financial Advisors | 924 | $550.9K | 0.05% | −9−1.0% | Reduced |
| Lee Danner & Bass Inc | 925 | $551.3K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $551.3K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 926 | $554.5K | 0.06% | −149−13.9% | Reduced |
| Eagle Strategies LLC | 932 | $555.3K | 0.07% | +1+0.1% | Added |
| Seelaus Asset Management LLC | 939 | $559.7K | 0.44% | −180−16.1% | Reduced |
| Strategic Advisors LLC | 942 | $561.5K | 0.09% | −46−4.7% | Reduced |
| Apeiron RIA LLC | 967 | $569.4K | 0.13% | +50+5.5% | Added |
| Future Fund LLC | 961 | $572.8K | 0.20% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 961 | $572.8K | 0.40% | −40−4.0% | Reduced |
| Maren Capital LLC | 964 | $574.6K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 970 | $578.1K | 0.02% | +16+1.7% | Added |
| Leo Wealth, LLC | 973 | $579.9K | 0.08% | −2−0.2% | Reduced |
| Fortress Wealth Group, LLC | 977 | $581.9K | 0.25% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 978 | $583.0K | 0.05% | +35+3.7% | Added |
| Blackston Financial Advisory Group, LLC | 981 | $584.7K | 0.35% | −270−21.6% | Reduced |
| Valeo Financial Advisors, LLC | 983 | $585.9K | 0.01% | −79−7.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 981 | $586.9K | 0.14% | +1+0.1% | Added |
| Pollock Investment Advisors, LLC | 985 | $587.1K | 0.46% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $588.9K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $589.5K | 0.04% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 989 | $589.5K | 0.12% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 992 | $591.1K | 0.40% | −41−4.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $592.5K | 0.40% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 997 | $594.0K | 0.31% | −266−21.1% | Reduced |
| Black Maple Capital Management LP | 1,000 | $596.0K | 0.43% | −2,000−66.7% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $596.0K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $596.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $596.0K | 0.14% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,003 | $597.8K | 0.14% | −35−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,007 | $600.5K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,010 | $602.0K | 0.02% | +1+0.1% | Added |
| Capital Investment Advisors, LLC | 1,015 | $605.1K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,016 | $605.6K | 0.09% | +1+0.1% | Added |
| Mutual Advisors, LLC | 1,013 | $607.1K | 0.01% | +170+20.2% | Added |
| QRG Capital Management, Inc. | 1,020 | $608.0K | 0.01% | −437−30.0% | Reduced |
| Baxter Bros Inc | 1,023 | $609.7K | 0.07% | 00.0% | Unchanged |
| United Bank | 1,025 | $610.9K | 0.07% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $613.9K | 0.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,032 | $615.1K | 0.23% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,035 | $617.0K | 0.22% | +189+22.3% | Added |
| Apella Capital, LLC | 1,052 | $618.3K | 0.01% | +2+0.2% | Added |
| First National Trust Co | 1,039 | $619.3K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,040 | $619.9K | 0.06% | +375+56.4% | Added |
| Kingswood Wealth Advisors, LLC | 1,043 | $621.9K | 0.04% | +163+18.5% | Added |
| WBH Advisory Inc | 1,045 | $622.9K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,047 | $624.0K | 0.03% | +218+26.3% | Added |
| First Western Trust Bank | 1,055 | $628.8K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,061 | $632.5K | 0.09% | −18−1.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $634.2K | 0.06% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,064 | $634.3K | 0.01% | +199+23.0% | Added |
| River Street Advisors LLC | 1,069 | $637.2K | 0.25% | −22−2.0% | Reduced |
| Certified Advisory Corp | 1,069 | $637.2K | 0.06% | +7+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,074 | $640.1K | 0.01% | +74+7.4% | Added |
| McIlrath & Eck, LLC | 1,075 | $640.7K | 0.07% | −20−1.8% | Reduced |
| CX Institutional | 1,076 | $641.0K | 0.02% | +431+66.8% | Added |
| Fagan Associates, Inc. | 1,077 | $642.1K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,085 | $646.9K | 0.06% | −294−21.3% | Reduced |
| 3EDGE Asset Management, LP | 1,089 | $649.3K | 0.04% | −280−20.5% | Reduced |
| Howland Capital Management LLC | 1,087 | $649.7K | 0.02% | −410−27.4% | Reduced |
| Western Wealth Management, LLC | 1,100 | $655.6K | 0.03% | −77−6.5% | Reduced |
| Sax Wealth Advisors, LLC | 1,100 | $655.6K | 0.04% | +443+67.4% | Added |
| Nwam LLC | 1,104 | $658.0K | 0.04% | −23−2.0% | Reduced |
| Cypress Capital, LLC | 1,106 | $659.4K | 0.19% | +20+1.8% | Added |
| BLB&B Advisors, LLC | 1,107 | $659.8K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,108 | $660.4K | 0.10% | 00.0% | Unchanged |
| Marion Wealth Management | 1,108 | $660.6K | 0.16% | +3+0.3% | Added |
| Foundations Investment Advisors, LLC | 1,111 | $662.1K | 0.01% | −71−6.0% | Reduced |
| BSW Wealth Partners | 1,111 | $662.2K | 0.08% | 00.0% | Unchanged |
| City National Bank of Florida | 1,119 | $667.0K | 0.44% | −122−9.8% | Reduced |
| Kanawha Capital Management LLC | 1,124 | $669.9K | 0.05% | −30−2.6% | Reduced |