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 |
|---|---|---|---|---|---|
| First Horizon Corp | 11,282 | $6.72M | 0.32% | +11,282 | New |
| Linscomb & Williams, Inc. | 11,280 | $6.72M | 0.29% | −201−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 11,164 | $6.65M | 0.01% | −820−6.8% | Reduced |
| CMG Global Holdings, LLC | 11,146 | $6.63M | 3.24% | +739+7.1% | Added |
| Alexis Investment Partners, LLC | 11,138 | $6.63M | 2.67% | +1,354+13.8% | Added |
| Shapiro Capital Management LLC | 11,000 | $6.56M | 0.28% | +11,000 | New |
| Lodestar Private Asset Management LLC | 10,981 | $6.54M | 0.68% | +119+1.1% | Added |
| Goelzer Investment Management, Inc. | 10,971 | $6.54M | 0.35% | −117−1.1% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.53M | 3.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 10,802 | $6.44M | 0.48% | −180−1.6% | Reduced |
| Paulson Wealth Management Inc. | 10,635 | $6.34M | 1.50% | +2,148+25.3% | Added |
| Madison Park Capital Advisors, LLC | 10,574 | $6.30M | 5.17% | −98−0.9% | Reduced |
| Lynx Capital Group Ltd | 10,562 | $6.30M | 2.92% | −16−0.2% | Reduced |
| Adirondack Trust Co | 10,468 | $6.24M | 2.09% | +88+0.8% | Added |
| Hopwood Financial Services, Inc. | 10,466 | $6.24M | 4.17% | −108−1.0% | Reduced |
| Palisade Asset Management, LLC | 10,443 | $6.22M | 0.58% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 10,419 | $6.21M | 1.06% | +31+0.3% | Added |
| Leavell Investment Management, Inc. | 10,348 | $6.18M | 0.26% | −364−3.4% | Reduced |
| Diversified Portfolios, Inc. | 10,373 | $6.18M | 0.55% | −20−0.2% | Reduced |
| G&S Capital LLC | 10,320 | $6.15M | 2.27% | +268+2.7% | Added |
| Daymark Wealth Partners, LLC | 10,300 | $6.14M | 0.21% | +33+0.3% | Added |
| Summit Financial, LLC | 10,299 | $6.14M | 0.09% | +252+2.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,249 | $6.13M | 0.13% | +208+2.1% | Added |
| Gries Financial LLC | 10,243 | $6.11M | 0.96% | −51−0.5% | Reduced |
| Newport Capital Group, LLC | 10,070 | $6.01M | 3.78% | +148+1.5% | Added |
| RBF Capital, LLC | 10,000 | $5.96M | 0.27% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $5.96M | 4.89% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9,925 | $5.92M | 0.70% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,881 | $5.90M | 0.00% | +1,304+15.2% | Added |
| Victory Capital Management Inc | 9,795 | $5.84M | 0.00% | +600+6.5% | Added |
| Central Trust Co | 9,772 | $5.82M | 0.12% | −30−0.3% | Reduced |
| Fifth Third Securities, Inc. | 9,591 | $5.72M | 0.39% | −4,989−34.2% | Reduced |
| Sageworth Trust Co | 9,569 | $5.70M | 0.27% | −20.0% | Reduced |
| Harbour Investments, Inc. | 9,495 | $5.66M | 0.13% | +192+2.1% | Added |
| Ti-Trust, Inc | 9,446 | $5.63M | 3.54% | +68+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 9,444 | $5.63M | 0.04% | 00.0% | Unchanged |
| Motco | 9,345 | $5.57M | 0.51% | −40−0.4% | Reduced |
| Barrett & Company, Inc. | 9,297 | $5.54M | 1.90% | +1,089+13.3% | Added |
| Modera Wealth Management, LLC | 9,254 | $5.52M | 0.06% | −220−2.3% | Reduced |
| Merit Financial Group, LLC | 9,244 | $5.51M | 0.05% | −425−4.4% | Reduced |
| Firestone Capital Management | 9,220 | $5.50M | 1.19% | +30.0% | Added |
| Resonant Capital Advisors, LLC | 9,183 | $5.49M | 0.32% | −269−2.8% | Reduced |
| Balboa Wealth Partners | 9,189 | $5.48M | 0.94% | +30+0.3% | Added |
| Peak Asset Management, LLC | 9,112 | $5.43M | 0.95% | −290−3.1% | Reduced |
| Sanctuary Advisors, LLC | 9,077 | $5.41M | 0.03% | −1,686−15.7% | Reduced |
| Court Place Advisors, LLC | 8,995 | $5.36M | 1.61% | −139−1.5% | Reduced |
| Bokf, NA | 8,993 | $5.36M | 0.08% | −10−0.1% | Reduced |
| Flputnam Investment Management Co | 8,912 | $5.31M | 0.08% | −397−4.3% | Reduced |
| Bank of New Hampshire | 8,806 | $5.25M | 1.21% | −290−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 8,720 | $5.20M | 0.65% | −306−3.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,671 | $5.17M | 1.28% | −79−0.9% | Reduced |
| Gotham Asset Management, LLC | 8,638 | $5.15M | 0.02% | +5,440+170.1% | Added |
| Ashton Thomas Private Wealth, LLC | 8,595 | $5.14M | 0.13% | −176−2.0% | Reduced |
| Crestwood Advisors Group LLC | 8,615 | $5.13M | 0.09% | −180−2.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.47% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 8,582 | $5.12M | 2.44% | +37+0.4% | Added |
| Change Path, LLC | 8,564 | $5.10M | 0.12% | +876+11.4% | Added |
| Associated Banc-Corp | 8,542 | $5.09M | 0.13% | +8+0.1% | Added |
| Ameritas Advisory Services, LLC | 8,528 | $5.08M | 0.33% | +5,529+184.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,518 | $5.08M | 2.48% | +77+0.9% | Added |
| Wetherby Asset Management Inc | 8,425 | $5.02M | 0.21% | +795+10.4% | Added |
| Colorado Capital Management, Inc. | 8,419 | $5.02M | 1.94% | −405−4.6% | Reduced |
| AMG National Trust Bank | 8,404 | $5.01M | 0.12% | +43+0.5% | Added |
| Fifth Third Bancorp | 8,258 | $4.92M | 0.02% | +932+12.7% | Added |
| Highview Capital Management LLC | 8,193 | $4.88M | 1.80% | −47−0.6% | Reduced |
| North Star Investment Management Corp. | 8,175 | $4.87M | 0.31% | +114+1.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,046 | $4.87M | 1.63% | +88+1.1% | Added |
| Apollon Wealth Management, LLC | 8,097 | $4.83M | 0.09% | −46−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 7,983 | $4.76M | 0.01% | −103−1.3% | Reduced |
| Breakwater Capital Group | 7,972 | $4.75M | 0.70% | −197−2.4% | Reduced |
| Bay Rivers Group | 7,895 | $4.71M | 1.98% | +34+0.4% | Added |
| Haverford Trust Co | 7,772 | $4.63M | 0.04% | +373+5.0% | Added |
| Beacon Pointe Advisors, LLC | 7,712 | $4.60M | 0.04% | −1,127−12.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,701 | $4.59M | 0.05% | −55−0.7% | Reduced |
| Prospera Financial Services Inc | 7,662 | $4.57M | 0.08% | −56−0.7% | Reduced |
| Intrepid Financial Planning Group LLC | 7,637 | $4.55M | 1.74% | −44−0.6% | Reduced |
| Perigon Wealth Management, LLC | 7,624 | $4.54M | 0.09% | −481−5.9% | Reduced |
| BlackRock, Inc. | 7,624 | $4.54M | 0.00% | −31,901−80.7% | Reduced |
| KMG Fiduciary Partners, LLC | 7,557 | $4.50M | 0.30% | −59−0.8% | Reduced |
| Sonata Capital Group Inc | 7,482 | $4.46M | 1.65% | +6+0.1% | Added |
| Evensky & Katz LLC | 7,465 | $4.45M | 0.26% | +16+0.2% | Added |
| Fidelis Capital Partners, LLC | 7,352 | $4.38M | 0.34% | −25−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,265 | $4.32M | 0.10% | +13+0.2% | Added |
| Keybank National Association | 7,249 | $4.32M | 0.02% | −199−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,247 | $4.32M | 0.08% | −99−1.3% | Reduced |
| Qube Research & Technologies Ltd | 7,109 | $4.24M | 0.01% | −22,598−76.1% | Reduced |
| JMG Financial Group, Ltd. | 7,053 | $4.20M | 0.12% | −165−2.3% | Reduced |
| David Loasby | 7,062 | $4.20M | 0.33% | +453+6.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,023 | $4.19M | 0.11% | +86+1.2% | Added |
| PFG Advisors | 6,975 | $4.16M | 0.17% | −29−0.4% | Reduced |
| Equitable Holdings, Inc. | 6,971 | $4.15M | 0.03% | −156−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 6,935 | $4.13M | 0.08% | +21+0.3% | Added |
| Davis R M Inc | 6,927 | $4.13M | 0.07% | −89−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,921 | $4.13M | 0.15% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,914 | $4.12M | 1.24% | +85+1.2% | Added |
| Ballentine Partners, LLC | 6,816 | $4.06M | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 6,724 | $4.01M | 7.12% | +512+8.2% | Added |
| GWM Advisors LLC | 6,658 | $3.97M | 0.02% | +174+2.7% | Added |
| First Citizens Bank & Trust Co | 6,635 | $3.95M | 0.09% | +174+2.7% | Added |
| Smith Chas P & Associates Pa Cpas | 6,600 | $3.93M | 0.34% | −1,010−13.3% | Reduced |