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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,481 | $882.9K | 0.01% | +109+7.9% | Added |
| First City Capital Management, Inc. | 1,482 | $883.3K | 0.48% | +54+3.8% | Added |
| General Partner, Inc. | 1,484 | $884.5K | 0.49% | 00.0% | Unchanged |
| Vista Investment Management | 1,494 | $890.5K | 0.31% | +2+0.1% | Added |
| ZRC Wealth Management, LLC | 1,497 | $892.4K | 0.32% | −85−5.4% | Reduced |
| Retirement Capital Strategies | 1,502 | $895.2K | 0.34% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,503 | $896.0K | 0.33% | +1+0.1% | Added |
| American Money Management, LLC | 1,513 | $901.8K | 0.15% | −13−0.9% | Reduced |
| Gen-Wealth Partners Inc | 1,513 | $901.8K | 0.30% | 00.0% | Unchanged |
| Clarendon Private LLC | 1,518 | $904.9K | 0.82% | +5+0.3% | Added |
| Insigneo Advisory Services, LLC | 1,520 | $906.0K | 0.06% | −134−8.1% | Reduced |
| Prosperity Planning, Inc. | 1,521 | $906.6K | 0.24% | −95−5.9% | Reduced |
| Moors & Cabot, Inc. | 1,526 | $909.5K | 0.04% | −157−9.3% | Reduced |
| Wood Tarver Financial Group, LLC | 1,527 | $910.0K | 0.27% | −190−11.1% | Reduced |
| IFP Advisors, Inc | 1,531 | $912.5K | 0.02% | +207+15.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $914.4K | 0.69% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,540 | $918.0K | 0.57% | +44+2.9% | Added |
| Sachetta, LLC | 1,547 | $922.1K | 0.34% | −83−5.1% | Reduced |
| Simplicity Wealth,LLC | 1,573 | $937.6K | 0.05% | −590−27.3% | Reduced |
| Almanack Investment Partners, LLC. | 1,581 | $942.3K | 0.15% | +782+97.9% | Added |
| Rockland Trust Co | 1,597 | $951.9K | 0.04% | −4−0.2% | Reduced |
| InTrack Investment Management Inc | 1,599 | $952.8K | 0.57% | −173−9.8% | Reduced |
| Sig Brokerage, LP | 1,600 | $953.6K | 0.24% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,601 | $954.0K | 0.22% | +4+0.3% | Added |
| RTD Financial Advisors, Inc. | 1,605 | $956.7K | 0.11% | +45+2.9% | Added |
| Greystone Financial Group, LLC | 1,608 | $958.4K | 0.15% | +3+0.2% | Added |
| Congress Asset Management Co | 1,614 | $962.0K | 0.01% | +258+19.0% | Added |
| Braun Stacey Associates Inc | 1,617 | $963.8K | 0.03% | −102−5.9% | Reduced |
| Providence First Trust Co | 1,617 | $963.8K | 0.33% | +51+3.3% | Added |
| Vaughan David Investments LLC | 1,626 | $969.0K | 0.02% | +282+21.0% | Added |
| Baker Avenue Asset Management, LP | 1,627 | $969.7K | 0.02% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,635 | $974.5K | 0.02% | +1+0.1% | Added |
| Old North State Trust, LLC | 1,652 | $985.0K | 0.60% | +51+3.2% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,654 | $985.8K | 0.81% | −34−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,658 | $987.9K | 0.18% | −146−8.1% | Reduced |
| Jordan Park Group LLC | 1,664 | $991.8K | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,665 | $992.4K | 0.06% | 00.0% | Unchanged |
| Darrow Company, Inc. | 1,683 | $995.5K | 0.46% | −46−2.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,674 | $997.8K | 0.42% | +1,674 | New |
| First Financial Corp | 1,691 | $1.01M | 0.39% | +1,691 | New |
| Paragon Capital Management Ltd | 1,700 | $1.01M | 0.19% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,700 | $1.01M | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,721 | $1.03M | 0.03% | +13+0.8% | Added |
| Credit Agricole S A | 1,725 | $1.03M | 0.00% | +1,725 | New |
| Moment Partners, LLC | 1,728 | $1.03M | 0.18% | +560+47.9% | Added |
| VeraBank, N.A. | 1,737 | $1.04M | 0.19% | +388+28.8% | Added |
| Castle Rock Wealth Management, LLC | 1,735 | $1.04M | 0.23% | +94+5.7% | Added |
| Lynch & Associates | 1,740 | $1.04M | 0.20% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,741 | $1.04M | 0.77% | +23+1.3% | Added |
| Long Road Investment Counsel, LLC | 1,750 | $1.04M | 0.37% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,750 | $1.04M | 0.04% | −116−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,756 | $1.05M | 0.01% | +700+66.3% | Added |
| Parsons Capital Management Inc | 1,759 | $1.05M | 0.06% | +2+0.1% | Added |
| SFM, LLC | 1,767 | $1.05M | 0.61% | −58−3.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,777 | $1.06M | 0.05% | −122−6.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.07M | 0.18% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,792 | $1.07M | 0.16% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,794 | $1.07M | 0.25% | +10+0.6% | Added |
| Manchester Capital Management LLC | 1,799 | $1.07M | 0.15% | −279−13.4% | Reduced |
| Gator Capital Management, LLC | 1,807 | $1.08M | 0.28% | +183+11.3% | Added |
| Glassman Wealth Services | 1,808 | $1.08M | 0.15% | −50−2.7% | Reduced |
| Koss-Olinger Consulting, LLC | 1,910 | $1.08M | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,818 | $1.08M | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,817 | $1.09M | 0.39% | +55+3.1% | Added |
| Fiera Capital Corp | 1,828 | $1.09M | 0.00% | +103+6.0% | Added |
| OneAscent Financial Services LLC | 1,828 | $1.09M | 0.07% | +181+11.0% | Added |
| Howe & Rusling Inc | 1,840 | $1.10M | 0.08% | −4−0.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,849 | $1.10M | 0.24% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,850 | $1.10M | 0.14% | +250+15.6% | Added |
| Renaissance Investment Group LLC | 1,860 | $1.11M | 0.22% | −413−18.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.11M | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.12M | 0.43% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $1.12M | 0.56% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,890 | $1.13M | 0.01% | −82−4.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,892 | $1.13M | 0.47% | +4+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 1,894 | $1.13M | 0.03% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,915 | $1.14M | 0.66% | −14−0.7% | Reduced |
| Lyell Wealth Management, LP | 1,924 | $1.15M | 0.09% | −6−0.3% | Reduced |
| Founders Financial Securities LLC | 1,925 | $1.15M | 0.08% | −127−6.2% | Reduced |
| Brighton Jones LLC | 1,925 | $1.15M | 0.03% | −1−0.1% | Reduced |
| Stephens Inc | 1,928 | $1.15M | 0.01% | −13−0.7% | Reduced |
| White Pine Capital LLC | 1,931 | $1.15M | 0.33% | −3−0.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,937 | $1.15M | 0.95% | −25−1.3% | Reduced |
| Burling Wealth Partners, LLC | 1,944 | $1.16M | 0.19% | −35−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,943 | $1.16M | 0.06% | +129+7.1% | Added |
| Glaxis Capital Management, LLC | 1,950 | $1.16M | 1.93% | −1,550−44.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,955 | $1.17M | 0.07% | −3−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,960 | $1.17M | 0.03% | −173−8.1% | Reduced |
| National Asset Management, Inc. | 1,962 | $1.17M | 0.06% | −1,599−44.9% | Reduced |
| Great Valley Advisor Group, Inc. | 1,971 | $1.18M | 0.02% | +3+0.2% | Added |
| Journey Advisory Group, LLC | 1,972 | $1.18M | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,973 | $1.18M | 0.20% | −112−5.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,982 | $1.18M | 0.21% | +114+6.1% | Added |
| NCM Capital Management, LLC | 1,988 | $1.18M | 0.46% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,993 | $1.19M | 0.57% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,993 | $1.19M | 0.03% | +422+26.9% | Added |
| NewEdge Wealth, LLC | 2,012 | $1.19M | 0.02% | +1,320+190.8% | Added |
| Capital Planning Advisors, LLC | 2,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,002 | $1.19M | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.19M | 0.06% | 00.0% | Unchanged |