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 | 1,127 | $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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 1,134 | $675.9K | 0.13% | 00.0% | Unchanged |
| Bell Bank | 1,135 | $676.5K | 0.03% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 1,136 | $677.1K | 0.50% | −1−0.1% | Reduced |
| Nemes Rush Group LLC | 1,138 | $678.2K | 0.07% | −4−0.4% | Reduced |
| Rathbone Brothers plc | 1,140 | $679.5K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,151 | $686.0K | 0.03% | +394+52.0% | Added |
| Parkside Financial Bank & Trust | 1,152 | $686.6K | 0.05% | −13−1.1% | Reduced |
| Round Rock Advisors, LLC | 1,153 | $687.1K | 0.11% | −88−7.1% | Reduced |
| VestGen Advisors, LLC | 1,155 | $688.4K | 0.02% | +1,155 | New |
| Stanich Group LLC | 1,160 | $692.0K | 0.42% | −13−1.1% | Reduced |
| Venture Visionary Partners LLC | 1,162 | $692.7K | 0.02% | −214−15.6% | Reduced |
| Pacific Sun Financial Corp | 1,164 | $693.8K | 0.34% | −1−0.1% | Reduced |
| Opulen Financial Group LLC | 1,167 | $695.4K | 0.53% | +5+0.4% | Added |
| River Wealth Advisors LLC | 1,173 | $699.1K | 0.08% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,176 | $700.9K | 0.02% | +300+34.2% | Added |
| Delap Wealth Advisory, LLC | 1,178 | $704.4K | 0.30% | +675+134.2% | Added |
| Stone Point Wealth LLC | 1,183 | $705.1K | 0.20% | −480−28.9% | Reduced |
| Mission Wealth Management, LP | 1,185 | $706.1K | 0.01% | +31+2.7% | Added |
| Sage Mountain Advisors LLC | 1,190 | $709.3K | 0.04% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,198 | $714.0K | 0.49% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $715.2K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,213 | $722.8K | 0.03% | −2−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,213 | $723.0K | 0.14% | +1,213 | New |
| Financial Advisory Service, Inc. | 1,214 | $723.4K | 0.05% | −4−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,220 | $727.1K | 0.12% | −768−38.6% | Reduced |
| Kaydan Wealth Management, Inc. | 1,220 | $727.2K | 0.21% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,225 | $730.1K | 0.06% | 00.0% | Unchanged |
| FCG Investment Co | 1,226 | $730.7K | 0.34% | +36+3.0% | Added |
| Urban Financial Advisory Corp | 1,233 | $734.9K | 0.34% | +4+0.3% | Added |
| Nicollet Investment Management, Inc. | 1,234 | $736.0K | 0.24% | −11−0.9% | Reduced |
| Pasadena Private Wealth, LLC | 1,237 | $737.3K | 0.11% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,238 | $738.0K | 0.38% | −20−1.6% | Reduced |
| Blue Barn Wealth, LLC | 1,239 | $738.7K | 0.32% | −37−2.9% | Reduced |
| Nicolet Bankshares Inc | 1,241 | $739.7K | 0.12% | −1−0.1% | Reduced |
| German American Bancorp, Inc. | 1,242 | $740.6K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,245 | $742.1K | 0.01% | +563+82.6% | Added |
| STAR Financial Bank | 1,245 | $742.1K | 0.44% | −6−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 1,246 | $742.4K | 0.02% | −35−2.7% | Reduced |
| Single Point Partners, LLC | 1,248 | $744.0K | 0.15% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,252 | $746.2K | 0.17% | +4+0.3% | Added |
| Peterson Wealth Services | 525 | $750.9K | 0.19% | −733−58.3% | Reduced |
| Davenport & Co LLC | 1,261 | $751.6K | 0.00% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,263 | $752.8K | 0.09% | 00.0% | Unchanged |
| Sentinel Wealth Management, Inc. | 1,260 | $753.0K | 0.65% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,265 | $754.0K | 0.15% | −128−9.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $755.8K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,271 | $757.6K | 0.11% | −37−2.8% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $758.1K | 0.36% | 00.0% | Unchanged |
| Park National Corp | 1,279 | $762.3K | 0.02% | −3−0.2% | Reduced |
| One Capital Management, LLC | 1,281 | $764.0K | 0.02% | −57−4.3% | Reduced |
| Dana Investment Advisors, Inc. | 1,285 | $766.0K | 0.02% | −413−24.3% | Reduced |
| Fiduciary Alliance LLC | 1,287 | $767.3K | 0.05% | +29+2.3% | Added |
| Holistic Financial Partners | 1,288 | $767.6K | 0.31% | −16−1.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $773.9K | 0.57% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,305 | $777.9K | 0.28% | −98−7.0% | Reduced |
| Hohimer Wealth Management, LLC | 1,316 | $784.4K | 0.11% | 00.0% | Unchanged |
| Viawealth, LLC | 1,325 | $789.7K | 0.43% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,332 | $793.9K | 0.01% | −16−1.2% | Reduced |
| Smithfield Trust Co | 1,359 | $810.0K | 0.04% | +140+11.5% | Added |
| CSS LLC | 1,360 | $810.6K | 0.05% | +1,360 | New |
| Coastal Bridge Advisors, LLC | 1,364 | $812.9K | 0.06% | −6−0.4% | Reduced |
| Ashford Advisors, LLC | 1,361 | $813.4K | 0.18% | +1,361 | New |
| Harmony Asset Management LLC | 1,369 | $816.0K | 0.28% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,371 | $817.2K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 1,371 | $817.2K | 0.25% | +605+79.0% | Added |
| Tennessee Valley Asset Management Partners | 1,371 | $817.4K | 0.11% | 00.0% | Unchanged |
| M. Kraus & Co | 1,375 | $819.5K | 0.23% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,380 | $822.5K | 0.22% | −34−2.4% | Reduced |
| Fca Corp | 1,380 | $822.5K | 0.23% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,382 | $823.5K | 0.50% | +1+0.1% | Added |
| Cornerstone Wealth Management, LLC | 1,393 | $830.2K | 0.05% | −30−2.1% | Reduced |
| Sawgrass Asset Management LLC | 1,393 | $830.3K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,393 | $830.4K | 0.01% | −28−2.0% | Reduced |
| HM Payson & Co | 1,394 | $830.9K | 0.01% | +166+13.5% | Added |
| Lam Group, Inc. | 1,400 | $834.4K | 0.52% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,404 | $836.8K | 0.27% | −10−0.7% | Reduced |
| Leisure Capital Management | 1,405 | $837.4K | 0.29% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,403 | $838.2K | 0.15% | +13+0.9% | Added |
| Bridgewater Advisors Inc. | 1,435 | $840.9K | 0.06% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,413 | $842.2K | 0.28% | −135−8.7% | Reduced |
| MontVue Capital Management, Inc. | 1,417 | $844.6K | 0.57% | −2−0.1% | Reduced |
| Alesco Advisors LLC | 1,419 | $845.8K | 0.02% | −230−13.9% | Reduced |
| Clarius Group, LLC | 1,426 | $849.9K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,427 | $850.6K | 0.29% | +11+0.8% | Added |
| Panoramic Capital Partners, LLC | 1,429 | $851.7K | 0.55% | +1+0.1% | Added |
| Carrera Capital Advisors | 1,432 | $855.9K | 0.15% | −69−4.6% | Reduced |
| Appleton Partners Inc | 1,440 | $858.0K | 0.06% | 00.0% | Unchanged |
| LCNB Corp | 1,440 | $858.3K | 0.30% | −200−12.2% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $860.6K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,449 | $863.5K | 0.02% | +4+0.3% | Added |
| Petix & Botte Co | 1,450 | $864.2K | 0.20% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,453 | $866.2K | 0.20% | +4+0.3% | Added |
| Arkadios Wealth Advisors | 1,458 | $868.9K | 0.02% | +56+4.0% | Added |
| AE Wealth Management LLC | 1,459 | $870.0K | 0.01% | +165+12.8% | Added |
| Tritonpoint Wealth, LLC | 1,457 | $870.8K | 0.07% | −165−10.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,465 | $872.9K | 0.10% | +26+1.8% | Added |
| Roberts Glore & Co Inc | 1,471 | $876.8K | 0.24% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,471 | $876.8K | 0.23% | 00.0% | Unchanged |
| Dentgroup LLC | 1,472 | $877.3K | 0.57% | +728+97.8% | Added |
| Pettinga Financial Advisors, LLC | 1,477 | $880.3K | 0.17% | −84−5.4% | Reduced |