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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 792 | $472.1K | 0.03% | −12−1.5% | Reduced |
| Orleans Capital Management Corp | 791 | $471.5K | 0.30% | 00.0% | Unchanged |
| Finivi Inc. | 791 | $471.2K | 0.30% | +36+4.8% | Added |
| Cullen/Frost Bankers, Inc. | 788 | $469.7K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 784 | $467.4K | 0.05% | +1+0.1% | Added |
| Optivise Advisory Services LLC | 781 | $465.5K | 0.28% | −4−0.5% | Reduced |
| D. Scott Neal, Inc. | 780 | $464.9K | 0.22% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $464.9K | 0.22% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 778 | $463.8K | 0.28% | +2+0.3% | Added |
| Arrowroot Family Office, LLC | 768 | $457.7K | 0.18% | −2−0.3% | Reduced |
| Trexquant Investment LP | 765 | $456.0K | 0.00% | +344+81.7% | Added |
| Wealth Architects, LLC | 763 | $454.8K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 759 | $452.4K | 0.34% | −48−5.9% | Reduced |
| Maxele Advisors, LLC | 758 | $451.8K | 0.39% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 755 | $451.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 754 | $449.5K | 0.02% | +210+38.6% | Added |
| 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 |
| Neumann Capital Management, LLC | 750 | $447.0K | 0.13% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 747 | $446.6K | 0.04% | +14+1.9% | Added |
| Rodgers Brothers Inc. | 748 | $445.8K | 0.05% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 747 | $445.2K | 0.15% | +747 | New |
| Gladstone Institutional Advisory LLC | 734 | $437.5K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 732 | $436.3K | 0.10% | −3−0.4% | Reduced |
| Ardent Capital Management, Inc. | 730 | $435.1K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 724 | $432.0K | 0.05% | −35−4.6% | Reduced |
| Sigma Investment Counselors Inc | 724 | $431.5K | 0.02% | −80−10.0% | Reduced |
| PFG Investments, LLC | 723 | $431.2K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 717 | $427.1K | 0.01% | −2−0.3% | Reduced |
| Measured Risk Portfolios, Inc. | 716 | $426.8K | 0.46% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 715 | $426.3K | 0.02% | 00.0% | Unchanged |
| Ellerson Group Inc | 715 | $426.2K | 0.27% | −500−41.2% | Reduced |
| Field & Main Bank | 714 | $425.6K | 0.13% | +1+0.1% | Added |
| Aprio Wealth Management, LLC | 713 | $424.7K | 0.04% | +190+36.3% | Added |
| Trail Ridge Investment Advisors, LLC | 710 | $423.2K | 0.19% | +90+14.5% | Added |
| Prosperity Consulting Group, LLC | 708 | $422.0K | 0.02% | +708 | New |
| S.A. Mason LLC | 706 | $420.8K | 0.19% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $419.6K | 0.10% | −75−9.6% | Reduced |
| Hickory Point Bank & Trust | 703 | $419.0K | 0.31% | 00.0% | Unchanged |
| 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 |
| Brand Asset Management Group, Inc. | 701 | $417.8K | 0.12% | +11+1.6% | Added |
| Aberdeen Wealth Management LLC | 701 | $417.8K | 0.26% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 700 | $417.2K | 0.07% | −58−7.7% | Reduced |
| Mathes Company, Inc. | 700 | $417.0K | 0.15% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 699 | $416.6K | 0.05% | −17−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 698 | $415.7K | 0.17% | +698 | New |
| GTS Securities LLC | 690 | $411.3K | 0.02% | −711−50.7% | Reduced |
| JDM Financial Group LLC | 689 | $410.7K | 0.17% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 689 | $410.6K | 0.04% | 00.0% | Unchanged |
| Seascape Capital Management | 688 | $410.0K | 0.12% | −130−15.9% | Reduced |
| Bedel Financial Consulting, Inc. | 687 | $409.5K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 687 | $409.5K | 0.07% | 00.0% | Unchanged |
| Norden Group LLC | 686 | $408.9K | 0.04% | −15−2.1% | Reduced |
| Steinberganna Wealth Management | 684 | $407.7K | 0.19% | +684 | New |
| Capital Advisors Inc | 683 | $407.1K | 0.01% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 681 | $405.9K | 0.09% | +8+1.2% | Added |
| Moss Adams Wealth Advisors LLC | 679 | $405.7K | 0.03% | +78+13.0% | Added |
| Betterment LLC | 678 | $404.0K | 0.00% | +28+4.3% | Added |
| Carret Asset Management, LLC | 675 | $402.3K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 674 | $401.4K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Co | 673 | $401.3K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 672 | $400.5K | 0.03% | −282−29.6% | Reduced |
| Ayrshire Capital Management LLC | 667 | $397.6K | 0.18% | −100−13.0% | Reduced |
| Clearwater Capital Advisors, LLC | 662 | $394.6K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 660 | $393.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $393.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 657 | $391.7K | 0.01% | +18+2.8% | Added |
| Howard Capital Management Group, LLC | 655 | $390.4K | 0.02% | −60−8.4% | Reduced |
| Spears Abacus Advisors LLC | 655 | $390.4K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $389.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 654 | $389.8K | 0.00% | +654 | New |
| Wilkins Investment Counsel Inc | 650 | $387.4K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $387.4K | 0.14% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 645 | $384.4K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $384.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 637 | $379.7K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 636 | $379.1K | 0.00% | +636 | New |
| Asset Planning Corporation | 636 | $379.0K | 0.18% | +1+0.2% | Added |
| CM Wealth Advisors LLC | 629 | $375.9K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 630 | $375.8K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 622 | $370.7K | 0.02% | −31−4.7% | Reduced |
| Altfest L J & Co Inc | 622 | $370.7K | 0.04% | −197−24.1% | Reduced |
| Green Harvest Asset Management LLC | 619 | $368.9K | 0.01% | +12+2.0% | Added |
| Optima Capital LLC | 617 | $368.9K | 0.18% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 618 | $368.3K | 0.05% | +125+25.4% | Added |
| Strategic Wealth Partners, Ltd. | 614 | $366.1K | 0.03% | −701−53.3% | Reduced |
| J. Team Financial, Inc. | 613 | $365.6K | 0.37% | +613 | New |
| Pandora Wealth, Inc. | 613 | $365.4K | 0.22% | 00.0% | Unchanged |
| Shaker Investments LLC | 612 | $365.0K | 0.15% | +2+0.3% | Added |
| ArborFi Advisors, LLC | 605 | $360.6K | 0.29% | −60−9.0% | Reduced |
| SPC Financial, Inc. | 603 | $359.4K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 603 | $359.4K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 600 | $357.7K | 0.01% | −35−5.5% | Reduced |
| Sym Financial Corp | 600 | $357.6K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $357.6K | 0.09% | 00.0% | Unchanged |
| Summa Corp. | 600 | $357.6K | 0.16% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 600 | $357.4K | 0.06% | −3−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 599 | $357.0K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 598 | $356.4K | 0.03% | −49−7.6% | Reduced |