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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 2,604 | $1.55M | 0.04% | +350+15.5% | Added |
| Neuberger Berman Group LLC | 2,600 | $1.55M | 0.00% | +170+7.0% | Added |
| Semitam Bonam LLC | 2,588 | $1.54M | 1.38% | −29−1.1% | Reduced |
| HSBC Holdings PLC | 2,588 | $1.53M | 0.00% | −5,812−69.2% | Reduced |
| Deutsche Bank AG | 2,565 | $1.53M | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,556 | $1.52M | 0.04% | −512−16.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,549 | $1.52M | 0.03% | +39+1.6% | Added |
| Stock Yards Bank & Trust Co | 2,547 | $1.52M | 0.05% | +8+0.3% | Added |
| Element Wealth, LLC | 2,531 | $1.51M | 0.66% | −1,662−39.6% | Reduced |
| Private Trust Co NA | 2,528 | $1.51M | 0.13% | −938−27.1% | Reduced |
| Peterson Wealth Management | 2,517 | $1.50M | 1.04% | −940−27.2% | Reduced |
| Ullmann Financial Group, Inc. | 2,505 | $1.49M | 0.16% | +10.0% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.49M | 0.46% | +2,500 | New |
| Summit Trail Advisors, LLC | 2,474 | $1.48M | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,474 | $1.47M | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 2,470 | $1.47M | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,468 | $1.47M | 0.04% | −40−1.6% | Reduced |
| Triumph Capital Management | 2,465 | $1.47M | 0.40% | +623+33.8% | Added |
| Zhang Financial LLC | 2,451 | $1.46M | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,443 | $1.46M | 0.08% | +877+56.0% | Added |
| Osborne Partners Capital Management, LLC | 2,415 | $1.44M | 0.07% | −56−2.3% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.43M | 0.11% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,400 | $1.43M | 0.22% | +2,400 | New |
| GM Advisory Group, Inc. | 2,400 | $1.43M | 0.06% | −10−0.4% | Reduced |
| Saxon Interests, Inc. | 2,388 | $1.42M | 0.56% | +1,125+89.1% | Added |
| 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 |
| Beaumont Financial Advisors, LLC | 2,361 | $1.41M | 0.09% | −56−2.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,357 | $1.40M | 0.50% | −50−2.1% | Reduced |
| Thrivent Financial for Lutherans | 2,335 | $1.39M | 0.00% | +1,162+99.1% | Added |
| Eldridge Investment Advisors, Inc. | 2,296 | $1.37M | 0.31% | −881−27.7% | Reduced |
| Choate Investment Advisors | 2,289 | $1.36M | 0.03% | −77−3.3% | Reduced |
| Wedbush Securities Inc | 2,285 | $1.36M | 0.04% | +14+0.6% | Added |
| AlphaStar Capital Management, LLC | 2,282 | $1.36M | 0.12% | −10.0% | Reduced |
| American Capital Advisory, LLC | 2,274 | $1.36M | 0.63% | +8+0.4% | Added |
| Coldstream Capital Management Inc | 2,267 | $1.35M | 0.02% | −96−4.1% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.35M | 0.47% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,254 | $1.34M | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,241 | $1.34M | 0.11% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,223 | $1.32M | 0.01% | +1,184+114.0% | Added |
| Kennebec Savings Bank | 2,210 | $1.32M | 1.20% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,206 | $1.31M | 0.32% | −128−5.5% | Reduced |
| Acorn Wealth Advisors, LLC | 2,197 | $1.31M | 0.41% | +549+33.3% | Added |
| Signal Tree Financial Partners LLC | 2,189 | $1.31M | 1.04% | −4−0.2% | Reduced |
| Boston Private Wealth LLC | 2,183 | $1.30M | 0.07% | −158−6.7% | Reduced |
| Gryphon Financial Partners LLC | 2,136 | $1.27M | 0.15% | −65−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,136 | $1.27M | 0.02% | −12−0.6% | Reduced |
| Plancorp, LLC | 2,129 | $1.27M | 0.04% | −34−1.6% | Reduced |
| TCTC Holdings, LLC | 2,127 | $1.27M | 0.04% | −559−20.8% | 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 |
| Granite Bay Wealth Management, LLC | 2,111 | $1.26M | 0.33% | −49,375−95.9% | Reduced |
| TruWealth Advisors, LLC | 2,101 | $1.25M | 0.06% | 00.0% | Unchanged |
| Emprise Bank | 2,096 | $1.25M | 0.54% | 00.0% | Unchanged |
| L & S Advisors Inc | 2,095 | $1.25M | 0.12% | +847+67.9% | Added |
| Capital Investment Counsel, LLC | 2,095 | $1.25M | 0.18% | +440+26.6% | Added |
| Bank of Hawaii | 2,087 | $1.24M | 0.06% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 2,086 | $1.24M | 1.21% | +2,086 | New |
| Wealth Watch Advisors, INC | 2,085 | $1.24M | 0.51% | +104+5.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,051 | $1.23M | 0.32% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,067 | $1.23M | 0.07% | +6+0.3% | Added |
| Sunbeam Capital Management, LLC | 2,063 | $1.23M | 0.76% | −257−11.1% | Reduced |
| Frisch Financial Group, Inc. | 2,056 | $1.23M | 0.29% | +6+0.3% | Added |
| Oxford Financial Group Ltd | 2,055 | $1.22M | 0.07% | −1,137−35.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,053 | $1.22M | 0.07% | −18−0.9% | Reduced |
| Walleye Trading LLC | 2,039 | $1.22M | 0.02% | +2,039 | New |
| Bill Few Associates, Inc. | 2,030 | $1.21M | 0.31% | +28+1.4% | Added |
| Clear Harbor Asset Management, LLC | 2,026 | $1.21M | 0.09% | −347−14.6% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.21M | 0.40% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.19M | 0.06% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,002 | $1.19M | 0.25% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,012 | $1.19M | 0.02% | +1,320+190.8% | Added |
| FF Advisors,LLC | 1,993 | $1.19M | 0.57% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,993 | $1.19M | 0.03% | +422+26.9% | Added |
| NCM Capital Management, LLC | 1,988 | $1.18M | 0.46% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,982 | $1.18M | 0.21% | +114+6.1% | Added |
| SOA Wealth Advisors, LLC. | 1,973 | $1.18M | 0.20% | −112−5.4% | Reduced |
| Journey Advisory Group, LLC | 1,972 | $1.18M | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,971 | $1.18M | 0.02% | +3+0.2% | Added |
| National Asset Management, Inc. | 1,962 | $1.17M | 0.06% | −1,599−44.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,960 | $1.17M | 0.03% | −173−8.1% | Reduced |
| Frank, Rimerman Advisors LLC | 1,955 | $1.17M | 0.07% | −3−0.2% | Reduced |
| Glaxis Capital Management, LLC | 1,950 | $1.16M | 1.93% | −1,550−44.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,943 | $1.16M | 0.06% | +129+7.1% | Added |
| Burling Wealth Partners, LLC | 1,944 | $1.16M | 0.19% | −35−1.8% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,937 | $1.15M | 0.95% | −25−1.3% | Reduced |
| White Pine Capital LLC | 1,931 | $1.15M | 0.33% | −3−0.2% | Reduced |
| Stephens Inc | 1,928 | $1.15M | 0.01% | −13−0.7% | Reduced |
| Brighton Jones LLC | 1,925 | $1.15M | 0.03% | −1−0.1% | Reduced |
| Founders Financial Securities LLC | 1,925 | $1.15M | 0.08% | −127−6.2% | Reduced |
| Lyell Wealth Management, LP | 1,924 | $1.15M | 0.09% | −6−0.3% | Reduced |
| Taylor Financial Group, Inc. | 1,915 | $1.14M | 0.66% | −14−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,894 | $1.13M | 0.03% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,892 | $1.13M | 0.47% | +4+0.2% | Added |
| Horizon Investments, LLC | 1,890 | $1.13M | 0.01% | −82−4.2% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.12M | 0.56% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.12M | 0.43% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.11M | 0.04% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,860 | $1.11M | 0.22% | −413−18.2% | Reduced |