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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.

Institutional holdersQ4 2025: 1,438 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ4 2025: $15.3B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cary Street Partner Investment Advisory LLC1$6030.00%00.0%Unchanged
Lodestone Wealth Management LLC2$1.21K0.00%+2New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
LM Advisors LLC2,340$3.86K0.08%−1,544−39.8%Reduced
Caldwell Sutter Capital, Inc.7$4.22K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.84K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$4.88K0.00%+1+14.3%Added
Rossby Financial, LCC10$6.03K0.00%00.0%Unchanged
Solstein Capital, LLC10$6.03K0.00%00.0%Unchanged
Oakworth Capital, Inc.11$6.64K0.00%00.0%Unchanged
Roble, Belko & Company, Inc11$7.00K0.00%00.0%Unchanged
Planning Project LLC12$7.24K0.00%+12New
GHP Investment Advisors, Inc.12$7.24K0.00%00.0%Unchanged
Estate Planners Group, LLC13$7.68K0.00%+13New
HHM Wealth Advisors, LLC13$7.84K0.00%00.0%Unchanged
Dunhill Financial, LLC14$8.45K0.00%00.0%Unchanged
Optima Capital LLC15$9.25K0.00%−602−97.6%Reduced
Kentucky Trust Co16$9.65K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.16$9.65K0.01%00.0%Unchanged
Valley National Advisers Inc17$10.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$10.0K0.00%00.0%Unchanged
Bullock Wealth Management Group17$10.3K0.01%00.0%Unchanged
Murphy & Mullick Capital Management Corp18$10.9K0.01%00.0%Unchanged
CKW Financial Group20$12.0K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$12.1K0.00%−4−16.7%Reduced
Olistico Wealth, LLC20$12.1K0.01%+20New
CGC Financial Services, LLC25$15.1K0.00%00.0%Unchanged
Bullseye Investment Management, LLC25$15.1K0.01%+25New
Signature Equity Partners, LLC25$15.1K0.01%+25New
Burkett Financial Services, LLC25$15.4K0.01%−1−3.8%Reduced
N.E.W. Advisory Services LLC27$16.1K0.00%00.0%Unchanged
Gables Capital Management Inc.27$16.3K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.28$16.9K0.05%00.0%Unchanged
Capital Analysts, LLC29$18.0K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.30$18.1K0.00%00.0%Unchanged
Cornerstone Planning Group LLC33$21.1K0.00%−186,121−100.0%Reduced
Webster Bank, N. A.35$21.1K0.00%00.0%Unchanged
SHP Wealth Management37$22.3K0.00%+37New
Monetary Solutions, Ltd40$24.1K0.02%+40New
Curio Wealth, LLC41$25.2K0.01%00.0%Unchanged
UMA Financial Services, Inc.42$25.3K0.00%−8−16.0%Reduced
Cherry Tree Wealth Management, LLC44$26.5K0.01%00.0%Unchanged
Alerus Financial NA47$28.4K0.00%00.0%Unchanged
Concord Wealth Partners47$28.5K0.00%00.0%Unchanged
Security National Bank48$29.0K0.00%−52−52.0%Reduced
Brown, Lisle/Cummings, Inc.48$29.0K0.01%−15−23.8%Reduced
Clean Yield Group49$29.6K0.01%−75−60.5%Reduced
DiNuzzo Private Wealth, Inc.50$29.9K0.00%00.0%Unchanged
Aviso Financial Inc.50$30.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.50$30.2K0.00%−48−49.0%Reduced
Colonial Trust Advisors50$30.2K0.00%00.0%Unchanged
West Branch Capital LLC50$30.2K0.01%00.0%Unchanged
Hollencrest Capital Management50$30.2K0.00%−124−71.3%Reduced
CBIZ Investment Advisory Services, LLC50$30.5K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$30.8K0.03%00.0%Unchanged
Sound Income Strategies, LLC50$32.0K0.00%+32+177.8%Added
Evolution Advisers, Inc.54$32.0K0.01%00.0%Unchanged
Activest Wealth Management54$32.8K0.01%00.0%Unchanged
Piscataqua Savings Bank56$33.8K0.02%00.0%Unchanged
High Point Wealth Management, LLC56$33.9K0.03%+56New
Quest 10 Wealth Builders, Inc.64$38.6K0.03%00.0%Unchanged
EFG International AG66$39.8K0.00%+66New
St Germain D J Co Inc70$42.2K0.00%00.0%Unchanged
CoreFirst Bank & Trust70$42.2K0.02%00.0%Unchanged
MPWM Advisory Solutions, LLC70$42.2K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.71$43.1K0.02%+51+255.0%Added
Banque Cantonale Vaudoise74$45.0K0.00%−18−19.6%Reduced
Winch Advisory Services, LLC79$47.8K0.01%00.0%Unchanged
Acumen Wealth Advisors, LLC79$47.8K0.01%+79New
Bollard Group LLC80$48.0K0.00%00.0%Unchanged
Monetary Management Group Inc80$48.3K0.01%−100−55.6%Reduced
Arcadia Investment Management Corp80$48.3K0.01%−510−86.4%Reduced
Lloyd Advisory Services, LLC.81$48.8K0.02%+81New
Tripletail Wealth Management, LLC82$49.5K0.06%00.0%Unchanged
Timmons Wealth Management, LLC84$50.8K0.05%+84New
Perkins Coie Trust Co85$51.3K0.01%00.0%Unchanged
Albion Financial Group85$51.6K0.00%+85New
Islay Capital Management, LLC88$53.1K0.03%00.0%Unchanged
GGM Financials LLC89$53.4K0.03%+1+1.1%Added
Smartleaf Asset Management LLC88$53.6K0.00%−1−1.1%Reduced
First Community Trust NA90$54.3K0.04%00.0%Unchanged
Smallwood Wealth Investment Management, LLC90$54.3K0.03%00.0%Unchanged
Ransom Advisory, Ltd90$54.3K0.02%+90New
Chilton Capital Management LLC95$57.3K0.00%−188−66.4%Reduced
Kingdom Financial Group LLC.97$58.4K0.02%+97New
1 North Wealth Services LLC98$59.1K0.02%00.0%Unchanged
Hantz Financial Services, Inc.100$60.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC100$60.3K0.00%00.0%Unchanged
Parvin Asset Management, LLC100$60.3K0.05%00.0%Unchanged
Newton One Investments LLC102$61.8K0.02%00.0%Unchanged
AdvisorNet Financial, Inc105$63.3K0.00%−5−4.5%Reduced
ORG Partners LLC109$65.8K0.01%+66+153.5%Added
Innovative Advisory Group, LLC110$66.4K0.04%00.0%Unchanged
Dorato Capital Management106$67.2K0.05%+106New
SJS Investment Consulting Inc.113$68.2K0.01%00.0%Unchanged
Canton Hathaway, LLC115$69.4K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.116$70.2K0.06%00.0%Unchanged
Thompson Investment Management, Inc.117$70.6K0.01%+57+95.0%Added
Archer Investment Corp119$71.8K0.02%−81−40.5%Reduced
S&T Bank120$72.4K0.02%+120New