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 |
|---|---|---|---|---|---|
| WorthPointe, LLC | 1,032 | $615.1K | 0.23% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $613.9K | 0.02% | 00.0% | Unchanged |
| United Bank | 1,025 | $610.9K | 0.07% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $609.7K | 0.07% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,020 | $608.0K | 0.01% | −437−30.0% | Reduced |
| Mutual Advisors, LLC | 1,013 | $607.1K | 0.01% | +170+20.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,016 | $605.6K | 0.09% | +1+0.1% | Added |
| Capital Investment Advisors, LLC | 1,015 | $605.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,010 | $602.0K | 0.02% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $600.5K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,003 | $597.8K | 0.14% | −35−3.4% | Reduced |
| Black Maple Capital Management LP | 1,000 | $596.0K | 0.43% | −2,000−66.7% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $596.0K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $596.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $596.0K | 0.14% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 997 | $594.0K | 0.31% | −266−21.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $592.5K | 0.40% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 992 | $591.1K | 0.40% | −41−4.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 989 | $589.5K | 0.04% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 989 | $589.5K | 0.12% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $588.9K | 0.06% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 985 | $587.1K | 0.46% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 981 | $586.9K | 0.14% | +1+0.1% | Added |
| Valeo Financial Advisors, LLC | 983 | $585.9K | 0.01% | −79−7.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 981 | $584.7K | 0.35% | −270−21.6% | Reduced |
| Titleist Asset Management, LLC | 978 | $583.0K | 0.05% | +35+3.7% | Added |
| Fortress Wealth Group, LLC | 977 | $581.9K | 0.25% | 00.0% | Unchanged |
| Leo Wealth, LLC | 973 | $579.9K | 0.08% | −2−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 970 | $578.1K | 0.02% | +16+1.7% | Added |
| Maren Capital LLC | 964 | $574.6K | 0.03% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 961 | $572.8K | 0.40% | −40−4.0% | Reduced |
| Future Fund LLC | 961 | $572.8K | 0.20% | 00.0% | Unchanged |
| Apeiron RIA LLC | 967 | $569.4K | 0.13% | +50+5.5% | Added |
| Strategic Advisors LLC | 942 | $561.5K | 0.09% | −46−4.7% | Reduced |
| Seelaus Asset Management LLC | 939 | $559.7K | 0.44% | −180−16.1% | Reduced |
| Eagle Strategies LLC | 932 | $555.3K | 0.07% | +1+0.1% | Added |
| HCR Wealth Advisors | 926 | $554.5K | 0.06% | −149−13.9% | Reduced |
| Lee Danner & Bass Inc | 925 | $551.3K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | $551.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 924 | $550.9K | 0.05% | −9−1.0% | Reduced |
| J.Safra Asset Management Corp | 923 | $550.1K | 0.03% | +923 | New |
| SevenBridge Financial Group, LLC | 917 | $548.9K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 920 | $548.3K | 0.31% | +7+0.8% | Added |
| Trillium Asset Management, LLC | 920 | $548.0K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 915 | $545.4K | 0.05% | 00.0% | Unchanged |
| TradeLink Capital LLC | 910 | $542.0K | 4.22% | +910 | New |
| Flynn Zito Capital Management, LLC | 909 | $541.9K | 0.20% | −41−4.3% | Reduced |
| First PREMIER Bank | 902 | $538.0K | 0.12% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 901 | $537.0K | 0.24% | +901 | New |
| Bragg Financial Advisors, Inc | 899 | $536.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 897 | $534.9K | 0.01% | −29−3.1% | Reduced |
| Advisors Capital Management, LLC | 897 | $534.6K | 0.01% | −100−10.0% | Reduced |
| Citadel Advisors LLC | 896 | $534.0K | 0.00% | −1,319−59.5% | Reduced |
| Creekside Partners | 895 | $533.6K | 0.24% | +1+0.1% | Added |
| Eagle Global Advisors LLC | 895 | $533.4K | 0.02% | −10−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 887 | $531.6K | 0.09% | −19−2.1% | Reduced |
| HBK Sorce Advisory LLC | 894 | $531.6K | 0.01% | −10−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 891 | $531.2K | 0.12% | −6−0.7% | Reduced |
| Vertex Planning Partners, LLC | 891 | $531.2K | 0.10% | −9−1.0% | Reduced |
| Glenview Trust Co | 890 | $530.5K | 0.01% | +3+0.3% | Added |
| First Business Financial Services, Inc. | 887 | $528.7K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 886 | $528.0K | 0.08% | −19−2.1% | Reduced |
| Forum Financial Management, LP | 885 | $527.7K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 880 | $525.8K | 0.02% | −101−10.3% | Reduced |
| Guyasuta Investment Advisors Inc | 878 | $523.4K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 873 | $520.0K | 0.14% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 872 | $519.7K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $519.2K | 0.15% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 870 | $518.5K | 0.09% | +870 | New |
| Naviter Wealth, LLC | 866 | $517.6K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 867 | $516.8K | 0.04% | +150+20.9% | Added |
| Stablepoint Partners, LLC | 864 | $515.0K | 0.08% | +9+1.1% | Added |
| Cardiff Park Advisors, LLC | 856 | $510.2K | 0.04% | +1+0.1% | Added |
| Arete Wealth Advisors, LLC | 856 | $510.0K | 0.03% | −78−8.4% | Reduced |
| Rockline Wealth Management, LLC | 855 | $509.6K | 0.11% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 852 | $507.8K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 850 | $506.5K | 0.12% | −7−0.8% | Reduced |
| Ancora Advisors, LLC | 850 | $506.4K | 0.01% | +1+0.1% | Added |
| Duncker Streett & Co Inc | 849 | $506.1K | 0.09% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 847 | $504.8K | 0.03% | −34−3.9% | Reduced |
| McCarthy & Cox | 847 | $504.7K | 0.12% | −20−2.3% | Reduced |
| Principal Securities, Inc. | 841 | $501.3K | 0.01% | −13−1.5% | Reduced |
| Platform Technology Partners | 841 | $501.3K | 0.12% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 841 | $501.3K | 0.15% | 00.0% | Unchanged |
| Abound Financial, LLC | 839 | $500.1K | 0.20% | 00.0% | Unchanged |
| Apollon Financial, LLC | 838 | $499.5K | 0.08% | +9+1.1% | Added |
| Monograph Wealth Advisors, LLC | 835 | $499.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 833 | $498.0K | 0.22% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 813 | $484.6K | 0.05% | +83+11.4% | Added |
| Optimum Investment Advisors | 810 | $482.8K | 0.19% | −30−3.6% | Reduced |
| Parcion Private Wealth LLC | 810 | $482.8K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 806 | $480.4K | 0.02% | −299−27.1% | Reduced |
| Coordinated Financial Services, Inc. | 806 | $480.1K | 0.31% | +171+26.9% | Added |
| Impact Capital Partners LLC | 803 | $478.6K | 0.14% | +803 | New |
| Verdence Capital Advisors LLC | 791 | $478.4K | 0.03% | −6−0.8% | Reduced |
| Price T Rowe Associates Inc | 800 | $477.0K | 0.00% | −4,191−84.0% | Reduced |
| Marquette Asset Management, LLC | 800 | $476.8K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $476.8K | 0.01% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $475.6K | 0.12% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 797 | $475.0K | 0.02% | 00.0% | Unchanged |