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, Q4 2025
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 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
- 1,438
- +95 vs. Q3 2025
- Shares held
- 25.5M
- −74.3K (−0.3%) vs. Q3 2025
- Total value
- $15.3B
- +$363.7M (+2.4%) vs. Q3 2025
- New holders
- 152
- 356 more added
- Sold out
- 57
- 491 more reduced
26 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,120,329 | $1.28B | 0.09% | +64,178+3.1% | Added |
| Wells Fargo & Company | 1,343,298 | $810.4M | 0.16% | +87,207+6.9% | Added |
| Morgan Stanley | 1,115,655 | $673.1M | 0.04% | −664,749−37.3% | Reduced |
| Northern Trust Corp | 1,074,994 | $648.5M | 0.08% | −13,422−1.2% | Reduced |
| Goldman Sachs Group Inc | 1,028,201 | $620.3M | 0.09% | −28,686−2.7% | Reduced |
| US Bancorp | 980,650 | $591.6M | 0.69% | −17,460−1.7% | Reduced |
| Pathstone Holdings, LLC | 846,872 | $511.2M | 1.97% | −42,950−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 830,031 | $500.7M | 0.32% | +41,757+5.3% | Added |
| The PNC Financial Services Group, Inc. | 704,633 | $425.1M | 0.23% | −10,339−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 633,310 | $382.0M | 1.03% | +396,473+167.4% | Added |
| UBS Group AG | 608,452 | $367.1M | 0.07% | −28,466−4.5% | Reduced |
| Raymond James Financial Inc | 557,992 | $336.6M | 0.10% | +28,459+5.4% | Added |
| Bank of Montreal | 513,790 | $310.0M | 0.13% | +11,060+2.2% | Added |
| JPMorgan Chase & Co | 370,619 | $223.6M | 0.02% | +35,646+10.6% | Added |
| Royal Bank of Canada | 352,323 | $212.6M | 0.04% | +12,802+3.8% | Added |
| Creative Planning | 276,564 | $166.8M | 0.12% | −9,564−3.3% | Reduced |
| MAI Capital Management | 265,202 | $160.0M | 0.93% | +15,043+6.0% | Added |
| Alliancebernstein L.P. | 258,554 | $156.0M | 0.05% | +1,425+0.6% | Added |
| HRT Financial LP | 250,582 | $151.2M | 0.48% | +142,512+131.9% | Added |
| BNP Paribas Arbitrage, SA | 245,251 | $148.0M | 0.09% | +90,902+58.9% | Added |
| CI Private Wealth, LLC | 240,736 | $145.3M | 0.20% | +5,156+2.2% | Added |
| HighTower Advisors, LLC | 236,091 | $142.4M | 0.16% | −1,823−0.8% | Reduced |
| Arvest Bank Trust Division | 231,907 | $139.9M | 7.58% | −721−0.3% | Reduced |
| Conservest Capital Advisors, Inc. | 214,319 | $129.3M | 11.66% | −3,370−1.5% | Reduced |
| Susquehanna International Group, LLP | 177,104 | $106.8M | 0.15% | +13,199+8.1% | Added |
| LPL Financial LLC | 174,446 | $105.2M | 0.03% | +1,981+1.1% | Added |
| Welch & Forbes LLC | 166,753 | $100.6M | 1.22% | −1,777−1.1% | Reduced |
| Bank of New York Mellon Corp | 163,633 | $98.7M | 0.02% | −8,294−4.8% | Reduced |
| Waddell & Associates, LLC | 150,332 | $90.7M | 6.12% | +2,001+1.3% | Added |
| Whittier Trust Co | 127,976 | $80.4M | 0.87% | −810−0.6% | Reduced |
| Cerity Partners LLC | 131,552 | $79.4M | 0.12% | +7,592+6.1% | Added |
| Colony Group, LLC | 121,265 | $73.2M | 0.08% | +32,881+37.2% | Added |
| Truist Financial Corp | 120,928 | $73.0M | 0.10% | −4,963−3.9% | Reduced |
| Stifel Financial Corp | 120,609 | $72.8M | 0.07% | +11,704+10.7% | Added |
| Hills Bank & Trust Co | 117,586 | $70.9M | 4.12% | −2,025−1.7% | Reduced |
| FineMark National Bank & Trust | 116,109 | $70.0M | 2.19% | −358−0.3% | Reduced |
| Brown Advisory Inc | 113,788 | $68.6M | 0.10% | −1,051−0.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 111,131 | $67.0M | 2.65% | −153−0.1% | Reduced |
| Mariner, LLC | 104,560 | $63.1M | 0.08% | −594−0.6% | Reduced |
| Montag A & Associates Inc | 103,466 | $62.6M | 2.86% | −1,735−1.6% | Reduced |
| TSG Advice Partners, LLC | 103,151 | $62.2M | 9.50% | +103,151 | New |
| Balyasny Asset Management LLC | 90,763 | $54.8M | 0.10% | +86,319+1,942.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 86,951 | $54.7M | 0.07% | +1,326+1.5% | Added |
| Advisor Group Holdings, Inc. | 89,938 | $54.3M | 0.08% | −3,287−3.5% | Reduced |
| Bessemer Group Inc | 89,237 | $53.8M | 0.08% | +47,530+114.0% | Added |
| Cetera Investment Advisers | 86,834 | $52.4M | 0.06% | −4,398−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 86,561 | $52.2M | 0.98% | −3,437−3.8% | Reduced |
| Washington Trust Co | 85,815 | $51.8M | 1.69% | −2,112−2.4% | Reduced |
| SG Americas Securities, LLC | 85,760 | $51.7M | 0.07% | +48,730+131.6% | Added |
| Madison Asset Management, LLC | 83,341 | $50.3M | 0.58% | +59,283+246.4% | Added |
| Ameriprise Financial Inc | 82,041 | $49.5M | 0.01% | +6,940+9.2% | Added |
| Envestnet Asset Management Inc | 78,745 | $47.5M | 0.01% | +1,123+1.4% | Added |
| Divergent Planning, LLC | 76,242 | $46.6M | 11.90% | +1,958+2.6% | Added |
| Blair William & Co | 75,368 | $45.5M | 0.12% | −1,733−2.2% | Reduced |
| Henshaw Capital LLC | 75,050 | $45.3M | 1.63% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 67,830 | $42.6M | 0.88% | −290.0% | Reduced |
| Commonwealth Equity Services, LLC | 70,521 | $42.5M | 0.06% | −17,567−19.9% | Reduced |
| Captrust Financial Advisors | 67,994 | $41.0M | 0.08% | −3,766−5.2% | Reduced |
| Portland Global Advisors LLC | 66,505 | $40.1M | 4.31% | −495−0.7% | Reduced |
| Midwest Trust Co | 65,015 | $39.2M | 0.49% | −1,215−1.8% | Reduced |
| Pittenger & Anderson Inc | 64,832 | $39.1M | 1.51% | −5,186−7.4% | Reduced |
| Ascent Wealth Partners, LLC | 64,328 | $38.8M | 4.47% | +696+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 63,317 | $38.3M | 0.50% | +1,604+2.6% | Added |
| Smith, Moore & Co. | 59,895 | $36.1M | 2.73% | −386−0.6% | Reduced |
| Citizens Financial Group Inc | 59,213 | $35.7M | 0.48% | −557−0.9% | Reduced |
| Massmutual Trust Co FSB | 58,149 | $35.1M | 0.90% | −1,813−3.0% | Reduced |
| Pinnacle Associates Ltd | 57,751 | $34.8M | 0.45% | −615−1.1% | Reduced |
| Oldfather Financial Services, LLC | 55,249 | $33.3M | 9.92% | +299+0.5% | Added |
| Lido Advisors, LLC | 54,534 | $32.7M | 0.13% | −2,535−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 53,349 | $32.2M | 0.06% | +693+1.3% | Added |
| Peapack Gladstone Financial Corp | 53,158 | $32.1M | 0.40% | −434−0.8% | Reduced |
| Janney Montgomery Scott LLC | 52,670 | $31.8M | 0.07% | +5,526+11.7% | Added |
| SCS Capital Management LLC | 52,453 | $31.7M | 0.34% | −593−1.1% | Reduced |
| MetLife Investment Management | 52,300 | $31.6M | 0.15% | +29,000+124.5% | Added |
| Baird Financial Group, Inc. | 50,502 | $30.5M | 0.05% | +868+1.7% | Added |
| Crewe Advisors LLC | 50,125 | $30.2M | 2.68% | +60.0% | Added |
| Heritage Investors Management Corp | 49,921 | $30.1M | 0.88% | −589−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 45,582 | $29.0M | 0.71% | +835+1.9% | Added |
| IFG Advisors, LLC | 45,622 | $27.5M | 4.58% | −1,097−2.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 44,594 | $26.9M | 0.20% | +44,594 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,400 | $26.8M | 3.59% | +14,421+48.1% | Added |
| Clearstead Advisors, LLC | 44,364 | $26.8M | 0.34% | −2,318−5.0% | Reduced |
| Cumberland Advisors Inc | 43,947 | $26.5M | 10.05% | −355−0.8% | Reduced |
| Comerica Bank | 43,694 | $26.4M | 0.11% | +2,142+5.2% | Added |
| LCM Capital Management Inc | 43,573 | $26.3M | 12.70% | −244−0.6% | Reduced |
| Tandem Wealth Advisors LLC | 41,299 | $25.5M | 11.42% | +10,504+34.1% | Added |
| Klingman & Associates, LLC | 41,828 | $25.2M | 1.22% | −100−0.2% | Reduced |
| Conning Inc. | 38,596 | $23.3M | 0.78% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 38,082 | $23.0M | 1.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 37,832 | $22.9M | 0.40% | +38+0.1% | Added |
| SummitTX Capital, L.P. | 37,867 | $22.8M | 0.69% | +37,867 | New |
| Johnson Investment Counsel Inc | 37,726 | $22.8M | 0.19% | +1,004+2.7% | Added |
| FMR LLC | 36,750 | $22.2M | 0.00% | +1,983+5.7% | Added |
| 1st Source Bank | 35,986 | $21.7M | 1.14% | +166+0.5% | Added |
| Miracle Mile Advisors, LLC | 34,390 | $20.7M | 0.30% | −2,297−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,836 | $20.4M | 0.05% | +6,282+22.8% | Added |
| EP Wealth Advisors, LLC | 33,406 | $20.2M | 0.10% | +33,406 | New |
| Steele Capital Management, Inc. | 33,223 | $20.1M | 0.86% | −108−0.3% | Reduced |
| Hancock Whitney Corp | 32,988 | $19.9M | 0.36% | +1,632+5.2% | Added |
| Jane Street Group, LLC | 32,820 | $19.8M | 0.02% | +3,024+10.1% | Added |