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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 2,019 | $1.21M | 0.40% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,026 | $1.21M | 0.09% | −347−14.6% | Reduced |
| Bill Few Associates, Inc. | 2,030 | $1.21M | 0.31% | +28+1.4% | Added |
| Walleye Trading LLC | 2,039 | $1.22M | 0.02% | +2,039 | New |
| JFS Wealth Advisors, LLC | 2,053 | $1.22M | 0.07% | −18−0.9% | Reduced |
| Oxford Financial Group Ltd | 2,055 | $1.22M | 0.07% | −1,137−35.6% | Reduced |
| Frisch Financial Group, Inc. | 2,056 | $1.23M | 0.29% | +6+0.3% | Added |
| Sunbeam Capital Management, LLC | 2,063 | $1.23M | 0.76% | −257−11.1% | Reduced |
| Evanson Asset Management, LLC | 2,067 | $1.23M | 0.07% | +6+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.23M | 0.32% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2,085 | $1.24M | 0.51% | +104+5.2% | Added |
| WJ Financial Advisors LLC | 2,086 | $1.24M | 1.21% | +2,086 | New |
| Bank of Hawaii | 2,087 | $1.24M | 0.06% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,095 | $1.25M | 0.18% | +440+26.6% | Added |
| L & S Advisors Inc | 2,095 | $1.25M | 0.12% | +847+67.9% | Added |
| Emprise Bank | 2,096 | $1.25M | 0.54% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,101 | $1.25M | 0.06% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,111 | $1.26M | 0.33% | −49,375−95.9% | Reduced |
| Sentinel Trust Co Lba | 2,125 | $1.27M | 0.13% | −3,660−63.3% | Reduced |
| SOL Capital Management CO | 2,125 | $1.27M | 0.11% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,127 | $1.27M | 0.04% | −559−20.8% | Reduced |
| Plancorp, LLC | 2,129 | $1.27M | 0.04% | −34−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 2,136 | $1.27M | 0.02% | −12−0.6% | Reduced |
| Gryphon Financial Partners LLC | 2,136 | $1.27M | 0.15% | −65−3.0% | Reduced |
| Boston Private Wealth LLC | 2,183 | $1.30M | 0.07% | −158−6.7% | Reduced |
| Signal Tree Financial Partners LLC | 2,189 | $1.31M | 1.04% | −4−0.2% | Reduced |
| Acorn Wealth Advisors, LLC | 2,197 | $1.31M | 0.41% | +549+33.3% | Added |
| Sunflower Bank, N.A. | 2,206 | $1.31M | 0.32% | −128−5.5% | Reduced |
| Kennebec Savings Bank | 2,210 | $1.32M | 1.20% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,223 | $1.32M | 0.01% | +1,184+114.0% | Added |
| Tompkins Financial Corp | 2,241 | $1.34M | 0.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,254 | $1.34M | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,263 | $1.35M | 0.47% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,267 | $1.35M | 0.02% | −96−4.1% | Reduced |
| American Capital Advisory, LLC | 2,274 | $1.36M | 0.63% | +8+0.4% | Added |
| AlphaStar Capital Management, LLC | 2,282 | $1.36M | 0.12% | −10.0% | Reduced |
| Wedbush Securities Inc | 2,285 | $1.36M | 0.04% | +14+0.6% | Added |
| Choate Investment Advisors | 2,289 | $1.36M | 0.03% | −77−3.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,296 | $1.37M | 0.31% | −881−27.7% | Reduced |
| Thrivent Financial for Lutherans | 2,335 | $1.39M | 0.00% | +1,162+99.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,357 | $1.40M | 0.50% | −50−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 2,361 | $1.41M | 0.09% | −56−2.3% | Reduced |
| Middleton & Co Inc | 2,373 | $1.41M | 0.15% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 2,373 | $1.41M | 1.17% | +2,373 | New |
| Saxon Interests, Inc. | 2,388 | $1.42M | 0.56% | +1,125+89.1% | Added |
| GM Advisory Group, Inc. | 2,400 | $1.43M | 0.06% | −10−0.4% | Reduced |
| Montecito Bank & Trust | 2,400 | $1.43M | 0.22% | +2,400 | New |
| Cozad Asset Management Inc | 2,403 | $1.43M | 0.11% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,415 | $1.44M | 0.07% | −56−2.3% | Reduced |
| Accredited Investors Inc. | 2,443 | $1.46M | 0.08% | +877+56.0% | Added |
| Zhang Financial LLC | 2,451 | $1.46M | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 2,465 | $1.47M | 0.40% | +623+33.8% | Added |
| Cary Street Partners Financial LLC | 2,468 | $1.47M | 0.04% | −40−1.6% | Reduced |
| Equitable Trust Co | 2,470 | $1.47M | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,474 | $1.47M | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,474 | $1.48M | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,500 | $1.49M | 0.46% | +2,500 | New |
| Ullmann Financial Group, Inc. | 2,505 | $1.49M | 0.16% | +10.0% | Added |
| Peterson Wealth Management | 2,517 | $1.50M | 1.04% | −940−27.2% | Reduced |
| Private Trust Co NA | 2,528 | $1.51M | 0.13% | −938−27.1% | Reduced |
| Element Wealth, LLC | 2,531 | $1.51M | 0.66% | −1,662−39.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,547 | $1.52M | 0.05% | +8+0.3% | Added |
| Axxcess Wealth Management, LLC | 2,549 | $1.52M | 0.03% | +39+1.6% | Added |
| Dynamic Advisor Solutions LLC | 2,556 | $1.52M | 0.04% | −512−16.7% | Reduced |
| Deutsche Bank AG | 2,565 | $1.53M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,588 | $1.53M | 0.00% | −5,812−69.2% | Reduced |
| Semitam Bonam LLC | 2,588 | $1.54M | 1.38% | −29−1.1% | Reduced |
| Neuberger Berman Group LLC | 2,600 | $1.55M | 0.00% | +170+7.0% | Added |
| We Are One Seven, LLC | 2,604 | $1.55M | 0.04% | +350+15.5% | Added |
| Essex Financial Services, Inc. | 2,612 | $1.56M | 0.09% | −5−0.2% | Reduced |
| GEM Asset Management, LLC | 2,622 | $1.56M | 0.74% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,637 | $1.57M | 0.01% | +661+33.5% | Added |
| Disciplined Investments, LLC | 2,638 | $1.57M | 0.63% | +6+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,646 | $1.58M | 0.04% | −2,109−44.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,663 | $1.59M | 0.02% | +63+2.4% | Added |
| ARK & TLK Investments, LLC | 2,665 | $1.59M | 0.50% | 00.0% | Unchanged |
| Compass Capital Corp | 2,671 | $1.59M | 0.69% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,691 | $1.60M | 0.36% | −68−2.5% | Reduced |
| Focus Financial Network, Inc. | 2,699 | $1.61M | 0.06% | −54−2.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.61M | 0.17% | 00.0% | Unchanged |
| XML Financial, LLC | 2,702 | $1.61M | 0.13% | −76−2.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.61M | 0.09% | +5+0.2% | Added |
| SK Wealth Management, LLC | 2,731 | $1.62M | 0.61% | +9+0.3% | Added |
| Advus Financial Partners, LLC | 2,730 | $1.63M | 0.61% | −9−0.3% | Reduced |
| Coyle Financial Counsel LLC | 2,741 | $1.63M | 0.38% | +231+9.2% | Added |
| Pacific Point Advisors, LLC | 2,742 | $1.63M | 0.95% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.63M | 0.48% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,754 | $1.64M | 0.08% | +108+4.1% | Added |
| Millstone Evans Group, LLC | 2,757 | $1.64M | 1.04% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,775 | $1.65M | 0.12% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,776 | $1.65M | 0.74% | +9+0.3% | Added |
| BKD Wealth Advisors, LLC | 2,819 | $1.68M | 0.03% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,819 | $1.68M | 0.20% | +55+2.0% | Added |
| Embree Financial Group | 2,821 | $1.68M | 0.23% | −286−9.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,843 | $1.69M | 0.08% | +874+44.4% | Added |
| AlTi Global, Inc. | 2,849 | $1.70M | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,885 | $1.72M | 0.15% | −100−3.4% | Reduced |
| Regions Financial Corp | 2,900 | $1.73M | 0.01% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,927 | $1.74M | 1.12% | −2−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,939 | $1.75M | 0.67% | +6+0.2% | Added |