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 |
|---|---|---|---|---|---|
| DV Trading LLC | 2,349 | $1.42M | 0.12% | +2,349 | New |
| Virtue Asset Management LLC | 2,351 | $1.42M | 1.13% | −22−0.9% | Reduced |
| Middleton & Co Inc | 2,353 | $1.42M | 0.15% | −20−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,361 | $1.42M | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,365 | $1.43M | 0.00% | +2,365 | New |
| Tower Research Capital LLC (TRC) | 2,373 | $1.43M | 0.03% | −273−10.3% | Reduced |
| Saxon Interests, Inc. | 2,375 | $1.43M | 0.51% | −13−0.5% | Reduced |
| FNY Investment Advisers, LLC | 2,400 | $1.45M | 0.41% | +2,400 | New |
| Gsa Capital Partners LLP | 2,402 | $1.45M | 0.12% | −1,072−30.9% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.45M | 0.11% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,411 | $1.45M | 0.15% | −754−23.8% | Reduced |
| Triumph Capital Management | 2,413 | $1.46M | 0.31% | −52−2.1% | Reduced |
| Private Trust Co NA | 2,429 | $1.47M | 0.13% | −99−3.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.47M | 0.13% | +2,433 | New |
| Element Wealth, LLC | 2,435 | $1.47M | 0.61% | −96−3.8% | Reduced |
| Accredited Investors Inc. | 2,443 | $1.47M | 0.08% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2,458 | $1.48M | 1.01% | +2,458 | New |
| Ullmann Financial Group, Inc. | 2,505 | $1.49M | 0.15% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,469 | $1.49M | 0.09% | +1,602+184.8% | Added |
| Equitable Trust Co | 2,470 | $1.49M | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,472 | $1.49M | 0.02% | +336+15.7% | Added |
| Disciplined Investments, LLC | 2,473 | $1.49M | 0.57% | −165−6.3% | Reduced |
| Zions Bancorporation, National Association | 2,474 | $1.49M | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,495 | $1.50M | 1.12% | −22−0.9% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.51M | 0.47% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,518 | $1.52M | 0.04% | +50+2.0% | Added |
| Stock Yards Bank & Trust Co | 2,522 | $1.52M | 0.05% | −25−1.0% | Reduced |
| MidFirst Bank | 2,522 | $1.52M | 0.12% | +2,522 | New |
| Neuberger Berman Group LLC | 2,533 | $1.53M | 0.00% | −67−2.6% | Reduced |
| We Are One Seven, LLC | 2,550 | $1.54M | 0.03% | −54−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,551 | $1.54M | 0.01% | −86−3.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,554 | $1.54M | 0.07% | +1,511+144.9% | Added |
| Heritage Wealth Advisors | 2,560 | $1.54M | 0.06% | +2,560 | New |
| Deutsche Bank AG | 2,565 | $1.55M | 0.00% | 00.0% | Unchanged |
| CSS LLC | 2,580 | $1.56M | 0.09% | +1,220+89.7% | Added |
| Insigneo Advisory Services, LLC | 2,587 | $1.56M | 0.11% | +1,067+70.2% | Added |
| Semitam Bonam LLC | 2,588 | $1.56M | 1.30% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,591 | $1.56M | 0.06% | +140+5.7% | Added |
| Patriot Investment Management Inc. | 2,606 | $1.57M | 0.10% | +2,606 | New |
| ARK & TLK Investments, LLC | 2,617 | $1.58M | 0.43% | −48−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 2,625 | $1.58M | 0.02% | −38−1.4% | Reduced |
| GW&K Investment Management, LLC | 2,659 | $1.60M | 0.01% | +436+19.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.63M | 0.17% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.63M | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,709 | $1.63M | 0.09% | +97+3.7% | Added |
| GEM Asset Management, LLC | 2,622 | $1.64M | 0.73% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,712 | $1.64M | 0.96% | −45−1.6% | Reduced |
| Bedminster, LLC | 2,729 | $1.65M | 1.51% | +2,729 | New |
| Advus Financial Partners, LLC | 2,730 | $1.65M | 0.59% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.65M | 0.89% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,742 | $1.65M | 0.70% | −34−1.2% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.65M | 0.50% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,749 | $1.66M | 0.35% | +8+0.3% | Added |
| Stratos Wealth Advisors, LLC | 2,752 | $1.66M | 0.08% | −2−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 2,761 | $1.67M | 0.03% | −58−2.1% | Reduced |
| Hardy Reed LLC | 2,775 | $1.67M | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 2,777 | $1.68M | 0.25% | −183−6.2% | Reduced |
| Focus Financial Network, Inc. | 2,797 | $1.69M | 0.06% | +98+3.6% | Added |
| Fiducient Advisors LLC | 2,819 | $1.70M | 0.21% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 2,700 | $1.71M | 0.48% | −31−1.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $1.71M | 0.08% | −10.0% | Reduced |
| Embree Financial Group | 2,859 | $1.72M | 0.21% | +38+1.3% | Added |
| GenTrust, LLC | 2,869 | $1.74M | 0.08% | −269−8.6% | Reduced |
| SlateStone Wealth, LLC | 2,885 | $1.74M | 0.15% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,895 | $1.75M | 0.33% | −191−6.2% | Reduced |
| Regions Financial Corp | 2,900 | $1.75M | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,916 | $1.76M | 0.34% | −40−1.4% | Reduced |
| Bitterroot Capital Advisors LLC | 2,929 | $1.77M | 1.21% | +2,929 | New |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $1.77M | 1.16% | +2+0.1% | Added |
| Tiemann Investment Advisors, LLC | 2,939 | $1.77M | 0.69% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.78M | 0.41% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,970 | $1.79M | 0.20% | +2,970 | New |
| Alpha Wealth Funds, LLC | 3,031 | $1.83M | 1.23% | +3+0.1% | Added |
| Jones Kertz & Associates, Inc. | 3,079 | $1.86M | 0.95% | +3,079 | New |
| Kelman-Lazarov, Inc. | 3,090 | $1.86M | 0.27% | −24−0.8% | Reduced |
| Sollinda Capital Management LLC | 3,107 | $1.87M | 0.48% | +3,107 | New |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.88M | 0.10% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,123 | $1.88M | 1.03% | −63−2.0% | Reduced |
| Aspiriant, LLC | 3,123 | $1.88M | 0.05% | −98−3.0% | Reduced |
| Valmark Advisers, Inc. | 3,138 | $1.89M | 0.02% | +57+1.9% | Added |
| Gridiron Partners, LLC | 3,164 | $1.91M | 1.09% | −302,438−99.0% | Reduced |
| Gambit Capital Management, LLC | 3,207 | $1.93M | 1.38% | +3,207 | New |
| Integrated Advisors Network LLC | 3,223 | $1.94M | 0.09% | +73+2.3% | Added |
| Gould Asset Management LLC | 3,256 | $1.96M | 0.35% | −30−0.9% | Reduced |
| AlTi Global, Inc. | 3,247 | $1.97M | 0.04% | +398+14.0% | Added |
| Caliber Wealth Management, LLC | 3,261 | $1.97M | 0.21% | −839−20.5% | Reduced |
| CWS Financial Advisors, LLC | 3,313 | $2.00M | 0.54% | +9+0.3% | Added |
| Blueline Advisors LLC | 3,324 | $2.01M | 1.64% | +3,324 | New |
| Rosenblum Silverman Sutton S F Inc | 3,396 | $2.05M | 0.47% | −182−5.1% | Reduced |
| Northern Oak Wealth Management Inc | 3,407 | $2.06M | 0.26% | −124−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,428 | $2.07M | 0.06% | +24+0.7% | Added |
| Sentinus, LLC | 3,450 | $2.08M | 0.20% | −29−0.8% | Reduced |
| Topsail Wealth Management, LLC | 3,481 | $2.10M | 0.31% | +20+0.6% | Added |
| Graham Capital Management, L.P. | 3,500 | $2.11M | 0.07% | +3,500 | New |
| Red Door Wealth Management, LLC | 3,513 | $2.12M | 0.22% | +5+0.1% | Added |
| Jennison Associates LLC | 3,528 | $2.13M | 0.00% | +3,071+672.0% | Added |
| ARS Investment Partners, LLC | 3,529 | $2.13M | 0.12% | +239+7.3% | Added |
| McLaughlin Asset Management, Inc. | 3,535 | $2.13M | 1.91% | +3,535 | New |
| Marin Bay Wealth Advisors, LLC | 3,550 | $2.14M | 1.23% | +3,550 | New |
| All Terrain Financial Advisors, LLC | 3,563 | $2.15M | 0.66% | −117−3.2% | Reduced |