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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 3,571 | $2.15M | 0.43% | 00.0% | Unchanged |
| Trust Point Inc. | 3,584 | $2.16M | 0.17% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,593 | $2.17M | 0.02% | +286+8.6% | Added |
| Finley Financial, LLC | 3,625 | $2.19M | 1.00% | −20−0.5% | Reduced |
| Global Retirement Partners, LLC | 3,654 | $2.20M | 0.04% | +136+3.9% | Added |
| Lewis Asset Management, LLC | 3,681 | $2.22M | 0.90% | +18+0.5% | Added |
| Pincus Capital Management, LP | 3,695 | $2.23M | 1.49% | +3,695 | New |
| Hilltop Holdings Inc. | 3,696 | $2.23M | 0.13% | −161−4.2% | Reduced |
| Churchill Financial Advisors, LLC | 3,710 | $2.24M | 0.68% | +3,710 | New |
| Berman McAleer LLC | 3,710 | $2.24M | 0.31% | −280−7.0% | Reduced |
| Blue Fin Capital, Inc. | 3,717 | $2.24M | 0.35% | +182+5.1% | Added |
| American Institute for Advanced Investment Management, LLP | 3,718 | $2.24M | 1.44% | −13−0.3% | Reduced |
| Scotia Capital Inc. | 3,735 | $2.25M | 0.01% | +217+6.2% | Added |
| Clientfirst Wealth Management, LLC | 3,741 | $2.26M | 1.81% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,749 | $2.26M | 0.58% | +78+2.1% | Added |
| Venturi Wealth Management, LLC | 3,750 | $2.26M | 0.10% | +10.0% | Added |
| ZWJ Investment Counsel Inc | 3,753 | $2.26M | 0.08% | +148+4.1% | Added |
| Intelligent Financial Strategies | 3,743 | $2.27M | 1.09% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,758 | $2.27M | 0.16% | −130−3.3% | Reduced |
| Expressive Wealth LLC | 3,761 | $2.27M | 2.45% | +3,761 | New |
| Wealthcare Advisory Partners LLC | 3,764 | $2.27M | 0.04% | −1,781−32.1% | Reduced |
| Davidson Trust Co | 3,768 | $2.27M | 0.95% | −655−14.8% | Reduced |
| Woodmont Investment Counsel LLC | 3,783 | $2.28M | 0.14% | −10−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,785 | $2.28M | 0.27% | 00.0% | Unchanged |
| Park Capital Management, LLC | 3,826 | $2.31M | 1.65% | +118+3.2% | Added |
| CAPROCK Group, Inc. | 3,819 | $2.31M | 0.05% | −11−0.3% | Reduced |
| PKS Advisory Services, LLC | 3,836 | $2.31M | 0.53% | −106−2.7% | Reduced |
| Adviser Investments LLC | 3,854 | $2.32M | 0.03% | +101+2.7% | Added |
| Financial Life Planners | 3,881 | $2.34M | 1.68% | −33−0.8% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.35M | 0.45% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3,942 | $2.38M | 0.40% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,949 | $2.38M | 1.28% | −9−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 3,963 | $2.39M | 0.75% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 3,973 | $2.40M | 1.00% | −103−2.5% | Reduced |
| Courier Capital LLC | 3,981 | $2.40M | 0.13% | −29−0.7% | Reduced |
| Independent Financial Group, LLC | 4,007 | $2.42M | 0.05% | −156−3.7% | Reduced |
| Becker Capital Management Inc | 4,045 | $2.45M | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,063 | $2.45M | 0.04% | +464+12.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,090 | $2.47M | 0.10% | −244−5.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,098 | $2.47M | 0.46% | −201−4.7% | Reduced |
| RVW Wealth, LLC | 4,129 | $2.49M | 0.19% | −70−1.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.50M | 0.78% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,196 | $2.53M | 0.77% | −120−2.8% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.54M | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,219 | $2.55M | 0.17% | +235+5.9% | Added |
| Naples Global Advisors, LLC | 4,277 | $2.59M | 0.19% | −105−2.4% | Reduced |
| Green Square Capital Advisors LLC | 4,294 | $2.59M | 0.27% | −241−5.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $2.60M | 0.02% | −392−8.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,338 | $2.62M | 0.29% | −19−0.4% | Reduced |
| Veracity Capital LLC | 4,359 | $2.63M | 0.78% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,411 | $2.66M | 0.03% | +99+2.3% | Added |
| WealthBridge Capital Management, LLC | 4,413 | $2.66M | 0.61% | −51−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,446 | $2.68M | 0.03% | +141+3.3% | Added |
| Gilman Hill Asset Management, LLC | 4,448 | $2.68M | 0.42% | −100−2.2% | Reduced |
| Winthrop Advisory Group LLC | 4,463 | $2.70M | 0.23% | −23−0.5% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.71M | 0.52% | −9−0.2% | Reduced |
| Weil Company, Inc. | 4,514 | $2.72M | 0.63% | −232−4.9% | Reduced |
| Lionsbridge Wealth Management LLC | 4,532 | $2.73M | 2.77% | −928−17.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,544 | $2.74M | 0.12% | +5+0.1% | Added |
| Shoker Investment Counsel, Inc. | 4,550 | $2.75M | 0.80% | −409−8.2% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.75M | 0.53% | +20.0% | Added |
| IFG Advisory, LLC | 4,563 | $2.75M | 0.12% | −154−3.3% | Reduced |
| Diversified Trust Co | 4,594 | $2.77M | 0.05% | −20−0.4% | Reduced |
| Evoke Wealth, LLC | 4,613 | $2.79M | 0.05% | +978+26.9% | Added |
| Ssa Swiss Advisors AG | 4,667 | $2.82M | 1.31% | −615−11.6% | Reduced |
| New England Private Wealth Advisors LLC | 4,677 | $2.82M | 0.35% | −45−1.0% | Reduced |
| Snowden Capital Advisors LLC | 4,710 | $2.85M | 0.07% | −136−2.8% | Reduced |
| Asset Management Group, Inc. | 4,764 | $2.87M | 0.46% | +12+0.3% | Added |
| Meridian Wealth Management, LLC | 4,773 | $2.88M | 0.10% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,803 | $2.90M | 0.85% | +27+0.6% | Added |
| Independence Bank of Kentucky | 4,809 | $2.90M | 0.36% | +20+0.4% | Added |
| Northstar Asset Management LLC | 4,815 | $2.90M | 0.62% | −5−0.1% | Reduced |
| Providence First Trust Co | 4,887 | $2.95M | 1.02% | +3,270+202.2% | Added |
| Wesbanco Bank Inc | 4,897 | $2.95M | 0.08% | +118+2.5% | Added |
| Raffa Wealth Management, LLC | 4,917 | $2.97M | 0.46% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,916 | $2.98M | 0.11% | +400+8.9% | Added |
| Sigma Planning Corp | 4,963 | $2.99M | 0.08% | −47−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 4,965 | $2.99M | 0.02% | +18+0.4% | Added |
| Crescent Sterling, Ltd. | 4,964 | $2.99M | 3.07% | +219+4.6% | Added |
| HB Wealth Management, LLC | 4,974 | $3.00M | 0.02% | −161−3.1% | Reduced |
| Pegasus Asset Management, Inc. | 4,978 | $3.00M | 0.92% | −10−0.2% | Reduced |
| Coastline Trust Co | 5,027 | $3.03M | 0.29% | −39−0.8% | Reduced |
| Spinnaker Trust | 5,056 | $3.05M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,089 | $3.07M | 0.01% | −31−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 5,165 | $3.12M | 0.03% | −342−6.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,293 | $3.13M | 0.08% | +46+0.6% | Added |
| Providence Financial Advisors, LLC | 5,193 | $3.13M | 3.12% | −593−10.2% | Reduced |
| Paladin Advisory Group, LLC | 5,250 | $3.17M | 2.31% | −12−0.2% | Reduced |
| Vanguard Group Inc | 5,320 | $3.21M | 0.00% | +383+7.8% | Added |
| Sowell Financial Services LLC | 5,331 | $3.22M | 0.12% | +431+8.8% | Added |
| Eastern Bank | 5,336 | $3.22M | 0.06% | +10.0% | Added |
| Kestra Private Wealth Services, LLC | 5,345 | $3.22M | 0.04% | +627+13.3% | Added |
| Stephenson National Bank & Trust | 5,375 | $3.24M | 0.93% | −30−0.6% | Reduced |
| Argent Trust Co | 5,381 | $3.25M | 0.11% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 5,496 | $3.32M | 0.01% | +50+0.9% | Added |
| Apella Capital, LLC | 5,498 | $3.32M | 0.07% | +4,446+422.6% | Added |
| Centaurus Financial, Inc. | 5,523 | $3.33M | 0.15% | +198+3.7% | Added |
| Means Investment Co., Inc. | 5,568 | $3.36M | 0.28% | −387−6.5% | Reduced |
| Victory Financial Group, LLC | 5,586 | $3.37M | 0.42% | −842−13.1% | Reduced |
| Romano Brothers and Company | 5,630 | $3.40M | 0.39% | −70−1.2% | Reduced |