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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 31,208 | $18.6M | 1.19% | +30,758+6,835.1% | Added |
| Curbstone Financial Management Corp | 31,178 | $18.6M | 3.57% | +372+1.2% | Added |
| Tandem Wealth Advisors LLC | 30,795 | $18.4M | 8.73% | −1,033−3.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,979 | $17.9M | 2.87% | +400+1.4% | Added |
| Jane Street Group, LLC | 29,796 | $17.8M | 0.02% | −8,477−22.1% | Reduced |
| Huntington National Bank | – | $17.4M | 0.11% | – | – |
| Youngs Advisory Group, Inc. | 28,835 | $17.2M | 6.12% | +481+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,554 | $16.4M | 0.05% | +177+0.6% | Added |
| M&T Bank Corp | 27,199 | $16.2M | 0.05% | +101+0.4% | Added |
| Serenus Wealth Advisors, LLC | 26,601 | $15.9M | 2.71% | −2,278−7.9% | Reduced |
| Commerce Bank | 26,513 | $15.8M | 0.09% | +59+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 25,355 | $15.1M | 0.27% | −109−0.4% | Reduced |
| Mercer Global Advisors Inc | 25,104 | $15.0M | 0.02% | +5,870+30.5% | Added |
| Wealth Alliance Advisory Group, LLC | 24,942 | $14.9M | 2.68% | +117+0.5% | Added |
| Simmons Bank | 24,666 | $14.7M | 0.98% | −940−3.7% | Reduced |
| Buckingham Strategic Partners | 24,440 | $14.6M | 0.17% | +11,200+84.6% | Added |
| Madison Asset Management, LLC | 24,058 | $14.3M | 0.16% | −5,106−17.5% | Reduced |
| Cresset Asset Management, LLC | 23,950 | $14.3M | 0.06% | +2,380+11.0% | Added |
| Glenmede Investment Management, LP | 23,750 | $14.2M | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,475 | $14.0M | 0.04% | −364−1.5% | Reduced |
| MetLife Investment Management | 23,300 | $13.9M | 0.07% | −25,100−51.9% | Reduced |
| Ameritas Investment Partners, Inc. | 23,045 | $13.7M | 0.42% | +3,000+15.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 22,948 | $13.7M | 3.52% | −198−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,354 | $13.3M | 0.08% | −2,472−10.0% | Reduced |
| AQR Capital Management LLC | 22,049 | $13.1M | 0.01% | +9,335+73.4% | Added |
| Thrive Wealth Management, LLC | 21,492 | $12.8M | 1.93% | +101+0.5% | Added |
| MCF Advisors LLC | 21,225 | $12.7M | 0.78% | −166−0.8% | Reduced |
| Caldwell Trust Co | 21,099 | $12.6M | 1.18% | −571−2.6% | Reduced |
| Old National Bancorp | 20,775 | $12.4M | 0.21% | −601−2.8% | Reduced |
| Savant Capital, LLC | 20,502 | $12.2M | 0.07% | +163+0.8% | Added |
| Trifecta Capital Advisors, LLC | 20,189 | $12.0M | 1.83% | −65−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,893 | $11.9M | 0.22% | −209−1.0% | Reduced |
| jvl associates llc | 19,786 | $11.8M | 3.90% | −15−0.1% | Reduced |
| Cornerstone Planning Group LLC | 186,154 | $11.8M | 1.98% | +186,121+564,003.0% | Added |
| Kovitz Investment Group Partners, LLC | 19,643 | $11.7M | 0.05% | +2,275+13.1% | Added |
| Wellspring Financial Advisors, LLC | 18,998 | $11.3M | 1.04% | −716−3.6% | Reduced |
| Callan Family Office, LLC | 18,969 | $11.3M | 0.36% | −906−4.6% | Reduced |
| Lutz Financial Services LLC | 18,852 | $11.2M | 0.81% | −255−1.3% | Reduced |
| Corsicana & Co. | 18,760 | $11.2M | 6.28% | +18,760 | New |
| Dumont & Blake Investment Advisors LLC | 18,663 | $11.1M | 2.70% | −48−0.3% | Reduced |
| Csenge Advisory Group | 18,414 | $11.0M | 0.52% | +1,202+7.0% | Added |
| Country Club Bank | 18,418 | $11.0M | 0.65% | −493−2.6% | Reduced |
| Peddock Capital Advisors, LLC | 17,289 | $10.3M | 2.22% | +153+0.9% | Added |
| Hummer Financial Advisory Services Inc | 17,189 | $10.3M | 7.48% | −39−0.2% | Reduced |
| Brown Brothers Harriman & Co | 17,129 | $10.2M | 0.06% | −82−0.5% | Reduced |
| Legacy Advisors, LLC | 17,097 | $10.2M | 1.26% | +17,097 | New |
| Canopy Partners, LLC | 17,092 | $10.2M | 3.40% | −35−0.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 17,084 | $10.2M | 0.21% | +53+0.3% | Added |
| Ieq Capital, LLC | 17,068 | $10.2M | 0.03% | +2,851+20.1% | Added |
| Cyndeo Wealth Partners, LLC | 16,773 | $10.0M | 0.56% | −10.0% | Reduced |
| Pensionmark Financial Group, LLC | 16,618 | $9.90M | 0.20% | +617+3.9% | Added |
| Harbour Trust & Investment Management Co | 16,061 | $9.57M | 0.99% | −564−3.4% | Reduced |
| NBT Bank N A | 16,051 | $9.57M | 0.62% | −475−2.9% | Reduced |
| First Financial Bank - Trust Division | 16,045 | $9.56M | 0.82% | −237−1.5% | Reduced |
| CWM, LLC | 16,026 | $9.55M | 0.03% | +1,285+8.7% | Added |
| Granite FO LLC | 16,021 | $9.55M | 5.19% | −12−0.1% | Reduced |
| Agf Management Ltd | 15,999 | $9.54M | 0.04% | −55−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,950 | $9.51M | 0.06% | +3,289+26.0% | Added |
| Montz Harcus Wealth Management LLC | 15,860 | $9.45M | 4.13% | +108+0.7% | Added |
| Arvest Investments, Inc. | 15,857 | $9.45M | 1.36% | −314−1.9% | Reduced |
| GFS Advisors, LLC | 15,808 | $9.42M | 1.20% | −30−0.2% | Reduced |
| Quantinno Capital Management LP | 15,742 | $9.38M | 0.03% | −279−1.7% | Reduced |
| Terry L. Blaker | 15,694 | $9.35M | 0.35% | −379−2.4% | Reduced |
| Evercore Wealth Management, LLC | 15,684 | $9.35M | 0.14% | −150−0.9% | Reduced |
| Brookstone Capital Management | 15,429 | $9.20M | 0.11% | −930−5.7% | Reduced |
| Capstone Financial Advisors, Inc. | 15,340 | $9.14M | 0.50% | −110−0.7% | Reduced |
| Howard Capital Management Inc. | 15,243 | $9.09M | 0.12% | −135−0.9% | Reduced |
| Nixon Peabody Trust Co | 15,218 | $9.07M | 0.66% | −1,254−7.6% | Reduced |
| KCM Investment Advisors LLC | 14,982 | $8.93M | 0.29% | +955+6.8% | Added |
| RMR Wealth Builders | 14,905 | $8.88M | 0.74% | +219+1.5% | Added |
| Wealthspire Advisors, LLC | 14,893 | $8.88M | 0.05% | −435−2.8% | Reduced |
| Franklin Resources Inc | 14,296 | $8.52M | 0.00% | −4,999−25.9% | Reduced |
| Tiaa Trust, National Association | 14,223 | $8.48M | 0.02% | −322−2.2% | Reduced |
| Legal & General Group Plc | 14,200 | $8.46M | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 14,137 | $8.43M | 1.78% | −275−1.9% | Reduced |
| Central Bank & Trust Co | 14,068 | $8.38M | 1.32% | −190−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $8.31M | 2.47% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 13,921 | $8.30M | 1.43% | −150−1.1% | Reduced |
| Chesley Taft & Associates LLC | 13,488 | $8.04M | 0.34% | −245−1.8% | Reduced |
| TKG Advisors, LLC | 13,339 | $7.95M | 3.41% | +309+2.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,247 | $7.92M | 3.57% | −542−3.9% | Reduced |
| Busey Wealth Management | 12,968 | $7.73M | 0.22% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12,910 | $7.69M | 1.96% | −100−0.8% | Reduced |
| Oppenheimer & Co Inc | 12,853 | $7.66M | 0.09% | −4,222−24.7% | Reduced |
| Staley Capital Advisers Inc | 12,844 | $7.66M | 0.31% | 00.0% | Unchanged |
| Boston Family Office LLC | 12,720 | $7.58M | 0.48% | −200−1.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,701 | $7.57M | 1.07% | +32+0.3% | Added |
| Synovus Financial Corp | 12,640 | $7.53M | 0.09% | +1,086+9.4% | Added |
| Grove Bank & Trust | 12,447 | $7.42M | 0.87% | +122+1.0% | Added |
| Warren Averett Asset Management, LLC | 12,210 | $7.28M | 0.07% | +520+4.4% | Added |
| Inspire Trust Co, N.A. | 12,000 | $7.15M | 1.30% | +1,000+9.1% | Added |
| Sand Hill Global Advisors, LLC | 11,939 | $7.12M | 0.25% | −263−2.2% | Reduced |
| Yousif Capital Management, LLC | 11,764 | $7.01M | 0.07% | −1,745−12.9% | Reduced |
| Mechanics Bank Trust Department | 11,737 | $7.00M | 0.98% | −920−7.3% | Reduced |
| Capital Group Private Client Services, Inc. | 11,725 | $6.99M | 0.12% | −135−1.1% | Reduced |
| Private Advisor Group, LLC | 11,592 | $6.91M | 0.03% | −251−2.1% | Reduced |
| Community Bank, N.A. | 11,541 | $6.88M | 0.83% | −198−1.7% | Reduced |
| Dakota Wealth Management | 11,438 | $6.82M | 0.14% | −451−3.8% | Reduced |
| Hanover Advisors Inc | 11,372 | $6.78M | 2.63% | +36+0.3% | Added |
| Allworth Financial LP | 11,314 | $6.74M | 0.03% | +1,257+12.5% | Added |