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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 4,100 | $2.44M | 0.27% | −158−3.7% | Reduced |
| St. Johns Investment Management Company, LLC | 4,076 | $2.43M | 1.03% | −6−0.1% | Reduced |
| Becker Capital Management Inc | 4,045 | $2.42M | 0.07% | +700+20.9% | Added |
| Courier Capital LLC | 4,010 | $2.39M | 0.14% | −3−0.1% | Reduced |
| Berman McAleer LLC | 3,990 | $2.38M | 0.33% | +3,990 | New |
| Summit Wealth Group LLC | 8,346 | $2.38M | 0.33% | +8,346 | New |
| Transatlantique Private Wealth LLC | 3,963 | $2.36M | 0.77% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,958 | $2.36M | 1.29% | −49−1.2% | Reduced |
| Keystone Financial Group | 3,944 | $2.35M | 0.18% | −2,468−38.5% | Reduced |
| Lavaca Capital LLC | 3,942 | $2.35M | 0.43% | −258−6.1% | Reduced |
| Financial Life Planners | 3,914 | $2.33M | 1.57% | −124−3.1% | Reduced |
| PKS Advisory Services, LLC | 3,942 | $2.33M | 0.55% | −188−4.6% | Reduced |
| LM Advisors LLC | 3,884 | $2.32M | 0.33% | +1,040+36.6% | Added |
| Cambridge Advisors Inc. | 3,894 | $2.32M | 0.45% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,888 | $2.32M | 0.18% | −73−1.8% | Reduced |
| Hilltop Holdings Inc. | 3,857 | $2.30M | 0.12% | −32−0.8% | Reduced |
| International Assets Investment Management, LLC | 3,984 | $2.29M | 0.18% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,830 | $2.28M | 0.06% | +3,830 | New |
| Woodmont Investment Counsel LLC | 3,793 | $2.26M | 0.15% | −342−8.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,785 | $2.26M | 0.27% | +8+0.2% | Added |
| Adviser Investments LLC | 3,753 | $2.24M | 0.03% | +45+1.2% | Added |
| Intelligent Financial Strategies | 3,743 | $2.24M | 1.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $2.23M | 0.10% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 3,741 | $2.23M | 1.78% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,731 | $2.22M | 1.46% | −50−1.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,727 | $2.22M | 1.12% | −721−16.2% | Reduced |
| Park Capital Management, LLC | 3,708 | $2.21M | 1.77% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,699 | $2.20M | 0.05% | −513−12.2% | Reduced |
| All Terrain Financial Advisors, LLC | 3,680 | $2.19M | 0.71% | −18−0.5% | Reduced |
| Investment Advisory Group, LLC | 3,671 | $2.19M | 0.60% | +226+6.6% | Added |
| Lewis Asset Management, LLC | 3,663 | $2.18M | 0.90% | +472+14.8% | Added |
| Finley Financial, LLC | 3,645 | $2.17M | 1.00% | −4,165−53.3% | Reduced |
| Evoke Wealth, LLC | 3,635 | $2.17M | 0.05% | +182+5.3% | Added |
| ZWJ Investment Counsel Inc | 3,605 | $2.15M | 0.08% | −108−2.9% | Reduced |
| NorthRock Partners, LLC | 3,599 | $2.15M | 0.04% | −571−13.7% | Reduced |
| Trust Point Inc. | 3,584 | $2.14M | 0.17% | −9−0.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,578 | $2.13M | 0.49% | −18−0.5% | Reduced |
| Old Second National Bank of Aurora | 3,571 | $2.13M | 0.44% | −35−1.0% | Reduced |
| Blue Fin Capital, Inc. | 3,535 | $2.11M | 0.33% | +452+14.7% | Added |
| Northern Oak Wealth Management Inc | 3,531 | $2.10M | 0.26% | −10−0.3% | Reduced |
| Scotia Capital Inc. | 3,518 | $2.10M | 0.01% | −113−3.1% | Reduced |
| Global Retirement Partners, LLC | 3,518 | $2.10M | 0.05% | −122−3.4% | Reduced |
| Red Door Wealth Management, LLC | 3,508 | $2.09M | 0.22% | −107−3.0% | Reduced |
| Moloney Securities Asset Management, LLC | 3,505 | $2.09M | 0.25% | −162−4.4% | Reduced |
| Sentinus, LLC | 3,479 | $2.07M | 0.45% | −39−1.1% | Reduced |
| Gsa Capital Partners LLP | 3,474 | $2.07M | 0.17% | +1,179+51.4% | Added |
| Topsail Wealth Management, LLC | 3,461 | $2.06M | 0.35% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,404 | $2.03M | 0.06% | +358+11.8% | Added |
| Farther Finance Advisors, LLC | 3,307 | $1.97M | 0.03% | +1,170+54.7% | Added |
| CWS Financial Advisors, LLC | 3,304 | $1.97M | 0.55% | −15−0.5% | Reduced |
| ARS Investment Partners, LLC | 3,290 | $1.96M | 0.13% | +507+18.2% | Added |
| Gould Asset Management LLC | 3,286 | $1.96M | 0.36% | −1,140−25.8% | Reduced |
| Summit Wealth Partners, LLC | 3,232 | $1.93M | 0.35% | −40−1.2% | Reduced |
| Aspiriant, LLC | 3,221 | $1.92M | 0.06% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,207 | $1.91M | 1.68% | −3,758−54.0% | Reduced |
| Meridian Financial, LLC | 3,186 | $1.90M | 1.07% | −57−1.8% | Reduced |
| Golden State Wealth Management, LLC | 3,165 | $1.89M | 0.21% | −911−22.4% | Reduced |
| Gridiron Partners, LLC | 305,602 | $1.89M | 1.07% | +302,438+9,558.7% | Added |
| Integrated Advisors Network LLC | 3,150 | $1.88M | 0.08% | −205−6.1% | Reduced |
| GenTrust, LLC | 3,138 | $1.88M | 0.09% | −26−0.8% | Reduced |
| Kelman-Lazarov, Inc. | 3,114 | $1.86M | 0.28% | +57+1.9% | Added |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.85M | 0.10% | −40−1.3% | Reduced |
| Farrow Financial Inc. | 3,095 | $1.84M | 1.07% | −19−0.6% | Reduced |
| Harvest Investment Services, LLC | 3,086 | $1.84M | 0.37% | −72−2.3% | Reduced |
| Valmark Advisers, Inc. | 3,081 | $1.84M | 0.02% | +391+14.5% | Added |
| Alpha Wealth Funds, LLC | 3,028 | $1.80M | 1.48% | −674−18.2% | Reduced |
| TSFG, LLC | 2,960 | $1.76M | 0.28% | −278−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.76M | 0.37% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,956 | $1.76M | 0.29% | −299−9.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,939 | $1.75M | 0.67% | +6+0.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 2,927 | $1.74M | 1.12% | −2−0.1% | Reduced |
| Regions Financial Corp | 2,900 | $1.73M | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,885 | $1.72M | 0.15% | −100−3.4% | Reduced |
| AlTi Global, Inc. | 2,849 | $1.70M | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,843 | $1.69M | 0.08% | +874+44.4% | Added |
| Embree Financial Group | 2,821 | $1.68M | 0.23% | −286−9.2% | Reduced |
| Fiducient Advisors LLC | 2,819 | $1.68M | 0.20% | +55+2.0% | Added |
| BKD Wealth Advisors, LLC | 2,819 | $1.68M | 0.03% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,776 | $1.65M | 0.74% | +9+0.3% | Added |
| Hardy Reed LLC | 2,775 | $1.65M | 0.12% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,757 | $1.64M | 1.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,754 | $1.64M | 0.08% | +108+4.1% | Added |
| Harbor Advisory Corp | 2,743 | $1.63M | 0.48% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.63M | 0.95% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,741 | $1.63M | 0.38% | +231+9.2% | Added |
| Advus Financial Partners, LLC | 2,730 | $1.63M | 0.61% | −9−0.3% | Reduced |
| SK Wealth Management, LLC | 2,731 | $1.62M | 0.61% | +9+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.61M | 0.09% | +5+0.2% | Added |
| XML Financial, LLC | 2,702 | $1.61M | 0.13% | −76−2.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.61M | 0.17% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,699 | $1.61M | 0.06% | −54−2.0% | Reduced |
| Compass Wealth Management LLC | 2,691 | $1.60M | 0.36% | −68−2.5% | Reduced |
| Compass Capital Corp | 2,671 | $1.59M | 0.69% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 2,665 | $1.59M | 0.50% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,663 | $1.59M | 0.02% | +63+2.4% | Added |
| Tower Research Capital LLC (TRC) | 2,646 | $1.58M | 0.04% | −2,109−44.4% | Reduced |
| Disciplined Investments, LLC | 2,638 | $1.57M | 0.63% | +6+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 2,637 | $1.57M | 0.01% | +661+33.5% | Added |
| GEM Asset Management, LLC | 2,622 | $1.56M | 0.74% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,612 | $1.56M | 0.09% | −5−0.2% | Reduced |