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 |
|---|---|---|---|---|---|
| BankPlus Trust Department | 1,380 | $822.5K | 0.22% | −34−2.4% | Reduced |
| Fca Corp | 1,380 | $822.5K | 0.23% | 00.0% | Unchanged |
| M. Kraus & Co | 1,375 | $819.5K | 0.23% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,371 | $817.4K | 0.11% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,371 | $817.2K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 1,371 | $817.2K | 0.25% | +605+79.0% | Added |
| Harmony Asset Management LLC | 1,369 | $816.0K | 0.28% | 00.0% | Unchanged |
| Ashford Advisors, LLC | 1,361 | $813.4K | 0.18% | +1,361 | New |
| Coastal Bridge Advisors, LLC | 1,364 | $812.9K | 0.06% | −6−0.4% | Reduced |
| CSS LLC | 1,360 | $810.6K | 0.05% | +1,360 | New |
| Smithfield Trust Co | 1,359 | $810.0K | 0.04% | +140+11.5% | Added |
| Aptus Capital Advisors, LLC | 1,332 | $793.9K | 0.01% | −16−1.2% | Reduced |
| Viawealth, LLC | 1,325 | $789.7K | 0.43% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,316 | $784.4K | 0.11% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,305 | $777.9K | 0.28% | −98−7.0% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $773.9K | 0.57% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,288 | $767.6K | 0.31% | −16−1.2% | Reduced |
| Fiduciary Alliance LLC | 1,287 | $767.3K | 0.05% | +29+2.3% | Added |
| Dana Investment Advisors, Inc. | 1,285 | $766.0K | 0.02% | −413−24.3% | Reduced |
| One Capital Management, LLC | 1,281 | $764.0K | 0.02% | −57−4.3% | Reduced |
| Park National Corp | 1,279 | $762.3K | 0.02% | −3−0.2% | Reduced |
| CCG Wealth Management, LLC | 1,272 | $758.1K | 0.36% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,271 | $757.6K | 0.11% | −37−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $755.8K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,265 | $754.0K | 0.15% | −128−9.2% | Reduced |
| Sentinel Wealth Management, Inc. | 1,260 | $753.0K | 0.65% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,263 | $752.8K | 0.09% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,261 | $751.6K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 525 | $750.9K | 0.19% | −733−58.3% | Reduced |
| Miramar Capital, LLC | 1,252 | $746.2K | 0.17% | +4+0.3% | Added |
| Single Point Partners, LLC | 1,248 | $744.0K | 0.15% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,246 | $742.4K | 0.02% | −35−2.7% | Reduced |
| STAR Financial Bank | 1,245 | $742.1K | 0.44% | −6−0.5% | Reduced |
| Benjamin Edwards Inc | 1,245 | $742.1K | 0.01% | +563+82.6% | Added |
| German American Bancorp, Inc. | 1,242 | $740.6K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,241 | $739.7K | 0.12% | −1−0.1% | Reduced |
| Blue Barn Wealth, LLC | 1,239 | $738.7K | 0.32% | −37−2.9% | Reduced |
| Peak Planning Group, LLC | 1,238 | $738.0K | 0.38% | −20−1.6% | Reduced |
| Pasadena Private Wealth, LLC | 1,237 | $737.3K | 0.11% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,234 | $736.0K | 0.24% | −11−0.9% | Reduced |
| Urban Financial Advisory Corp | 1,233 | $734.9K | 0.34% | +4+0.3% | Added |
| FCG Investment Co | 1,226 | $730.7K | 0.34% | +36+3.0% | Added |
| Garrett Investment Advisors LLC | 1,225 | $730.1K | 0.06% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,220 | $727.2K | 0.21% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,220 | $727.1K | 0.12% | −768−38.6% | Reduced |
| Financial Advisory Service, Inc. | 1,214 | $723.4K | 0.05% | −4−0.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,213 | $723.0K | 0.14% | +1,213 | New |
| Simon Quick Advisors, LLC | 1,213 | $722.8K | 0.03% | −2−0.2% | Reduced |
| Trust Co of Vermont | 1,200 | $715.2K | 0.03% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,198 | $714.0K | 0.49% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,190 | $709.3K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,185 | $706.1K | 0.01% | +31+2.7% | Added |
| Stone Point Wealth LLC | 1,183 | $705.1K | 0.20% | −480−28.9% | Reduced |
| Delap Wealth Advisory, LLC | 1,178 | $704.4K | 0.30% | +675+134.2% | Added |
| Truepoint, Inc. | 1,176 | $700.9K | 0.02% | +300+34.2% | Added |
| River Wealth Advisors LLC | 1,173 | $699.1K | 0.08% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,167 | $695.4K | 0.53% | +5+0.4% | Added |
| Pacific Sun Financial Corp | 1,164 | $693.8K | 0.34% | −1−0.1% | Reduced |
| Venture Visionary Partners LLC | 1,162 | $692.7K | 0.02% | −214−15.6% | Reduced |
| Stanich Group LLC | 1,160 | $692.0K | 0.42% | −13−1.1% | Reduced |
| VestGen Advisors, LLC | 1,155 | $688.4K | 0.02% | +1,155 | New |
| Round Rock Advisors, LLC | 1,153 | $687.1K | 0.11% | −88−7.1% | Reduced |
| Parkside Financial Bank & Trust | 1,152 | $686.6K | 0.05% | −13−1.1% | Reduced |
| North Star Asset Management Inc | 1,151 | $686.0K | 0.03% | +394+52.0% | Added |
| Rathbone Brothers plc | 1,140 | $679.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,138 | $678.2K | 0.07% | −4−0.4% | Reduced |
| Jacksonville Wealth Management, LLC | 1,136 | $677.1K | 0.50% | −1−0.1% | Reduced |
| Bell Bank | 1,135 | $676.5K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $675.9K | 0.13% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,124 | $669.9K | 0.05% | −30−2.6% | Reduced |
| City National Bank of Florida | 1,119 | $667.0K | 0.44% | −122−9.8% | Reduced |
| BSW Wealth Partners | 1,111 | $662.2K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,111 | $662.1K | 0.01% | −71−6.0% | Reduced |
| Marion Wealth Management | 1,108 | $660.6K | 0.16% | +3+0.3% | Added |
| Summit Asset Management, LLC | 1,108 | $660.4K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,107 | $659.8K | 0.03% | 00.0% | Unchanged |
| Cypress Capital, LLC | 1,106 | $659.4K | 0.19% | +20+1.8% | Added |
| Nwam LLC | 1,104 | $658.0K | 0.04% | −23−2.0% | Reduced |
| Sax Wealth Advisors, LLC | 1,100 | $655.6K | 0.04% | +443+67.4% | Added |
| Western Wealth Management, LLC | 1,100 | $655.6K | 0.03% | −77−6.5% | Reduced |
| Howland Capital Management LLC | 1,087 | $649.7K | 0.02% | −410−27.4% | Reduced |
| 3EDGE Asset Management, LP | 1,089 | $649.3K | 0.04% | −280−20.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,085 | $646.9K | 0.06% | −294−21.3% | Reduced |
| Fagan Associates, Inc. | 1,077 | $642.1K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 1,076 | $641.0K | 0.02% | +431+66.8% | Added |
| McIlrath & Eck, LLC | 1,075 | $640.7K | 0.07% | −20−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,074 | $640.1K | 0.01% | +74+7.4% | Added |
| Certified Advisory Corp | 1,069 | $637.2K | 0.06% | +7+0.7% | Added |
| River Street Advisors LLC | 1,069 | $637.2K | 0.25% | −22−2.0% | Reduced |
| Mairs & Power Inc | 1,064 | $634.3K | 0.01% | +199+23.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $634.2K | 0.06% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,061 | $632.5K | 0.09% | −18−1.7% | Reduced |
| First Western Trust Bank | 1,055 | $628.8K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,047 | $624.0K | 0.03% | +218+26.3% | Added |
| WBH Advisory Inc | 1,045 | $622.9K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,043 | $621.9K | 0.04% | +163+18.5% | Added |
| Wealth Alliance | 1,040 | $619.9K | 0.06% | +375+56.4% | Added |
| First National Trust Co | 1,039 | $619.3K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,052 | $618.3K | 0.01% | +2+0.2% | Added |
| Rise Advisors, LLC | 1,035 | $617.0K | 0.22% | +189+22.3% | Added |