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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 5,637 | $3.40M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,637 | $3.40M | 0.07% | +4,179+286.6% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.41M | 0.65% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 5,671 | $3.43M | 1.15% | +20.0% | Added |
| Greenleaf Trust | 5,744 | $3.47M | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,796 | $3.50M | 0.12% | +346+6.3% | Added |
| Sepio Capital, LP | 5,810 | $3.51M | 0.19% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 5,795 | $3.51M | 2.22% | −157−2.6% | Reduced |
| RSM US Wealth Management LLC | 54,079 | $3.54M | 0.05% | +10.0% | Added |
| Concurrent Investment Advisors, LLC | 5,876 | $3.54M | 0.04% | +5,159+719.5% | Added |
| Precedent Wealth Partners, LLC | 5,886 | $3.55M | 0.74% | −65−1.1% | Reduced |
| Bryn Mawr Trust Co | 5,893 | $3.56M | 0.08% | +65+1.1% | Added |
| Clear Point Advisors Inc. | 5,904 | $3.56M | 2.76% | −211−3.5% | Reduced |
| Fiduciary Trust Co | 5,911 | $3.57M | 0.04% | −226−3.7% | Reduced |
| Crews Bank & Trust | 5,932 | $3.58M | 0.51% | −260−4.2% | Reduced |
| Bailard, Inc. | 6,019 | $3.63M | 0.08% | −355−5.6% | Reduced |
| Salomon & Ludwin, LLC | 5,870 | $3.64M | 0.32% | −113−1.9% | Reduced |
| CIBC World Markets Inc. | 6,045 | $3.65M | 0.01% | −39−0.6% | Reduced |
| Woodstock Corp | 6,054 | $3.65M | 0.31% | −176−2.8% | Reduced |
| Brinker Capital Investments, LLC | 6,056 | $3.65M | 0.03% | +95+1.6% | Added |
| Matrix Asset Advisors Inc | 6,116 | $3.69M | 0.33% | +139+2.3% | Added |
| United Capital Financial Advisers, LLC | 6,120 | $3.69M | 0.02% | +548+9.8% | Added |
| Tandem Investment Partners LLC | 6,170 | $3.72M | 3.14% | −140−2.2% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.74M | 1.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,221 | $3.75M | 0.28% | −11−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 6,301 | $3.80M | 0.04% | −174−2.7% | Reduced |
| Segment Wealth Management, LLC | 6,308 | $3.81M | 0.22% | −137−2.1% | Reduced |
| Glen Eagle Advisors, LLC | 6,319 | $3.81M | 0.52% | −239−3.6% | Reduced |
| Charter Research & Investment Group, Inc. | 6,334 | $3.82M | 2.55% | +86+1.4% | Added |
| TD Private Client Wealth LLC | 6,383 | $3.85M | 0.08% | +2,684+72.6% | Added |
| Advisory Services Network, LLC | 6,394 | $3.86M | 0.05% | +167+2.7% | Added |
| Keystone Financial Group | 6,455 | $3.89M | 0.29% | +2,511+63.7% | Added |
| First Citizens Bank & Trust Co | 6,478 | $3.91M | 0.08% | −157−2.4% | Reduced |
| Bank of Nova Scotia | 6,521 | $3.93M | 0.01% | +330+5.3% | Added |
| Union Savings Bank | 6,575 | $3.97M | 1.72% | +6,575 | New |
| Sagespring Wealth Partners, LLC | 6,589 | $3.98M | 0.07% | −346−5.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,703 | $4.04M | 1.16% | −211−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 6,716 | $4.05M | 0.03% | +1,215+22.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 6,647 | $4.08M | 1.55% | +3,440+107.3% | Added |
| Davis R M Inc | 6,807 | $4.11M | 0.07% | −120−1.7% | Reduced |
| Ballentine Partners, LLC | 6,816 | $4.11M | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,923 | $4.18M | 0.51% | −1,797−20.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,934 | $4.18M | 0.15% | +13+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,989 | $4.22M | 0.11% | −34−0.5% | Reduced |
| JMG Financial Group, Ltd. | 7,053 | $4.25M | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,969 | $4.40M | 0.05% | −4,795−40.8% | Reduced |
| Keybank National Association | 7,327 | $4.42M | 0.02% | +78+1.1% | Added |
| Midwest Financial Group LLC | 7,330 | $4.42M | 1.95% | −1,252−14.6% | Reduced |
| Fidelis Capital Partners, LLC | 7,340 | $4.43M | 0.32% | −12−0.2% | Reduced |
| Sonata Capital Group Inc | 7,438 | $4.49M | 1.62% | −44−0.6% | Reduced |
| Breakwater Capital Group | 7,504 | $4.53M | 0.63% | −468−5.9% | Reduced |
| Evensky & Katz LLC | 7,508 | $4.53M | 0.26% | +43+0.6% | Added |
| Beacon Pointe Advisors, LLC | 7,515 | $4.53M | 0.03% | −197−2.6% | Reduced |
| KMG Fiduciary Partners, LLC | 7,555 | $4.56M | 0.32% | −20.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,568 | $4.57M | 0.24% | +968+14.7% | Added |
| GWM Advisors LLC | 7,573 | $4.57M | 0.02% | +915+13.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,608 | $4.59M | 0.05% | −93−1.2% | Reduced |
| Perigon Wealth Management, LLC | 7,644 | $4.61M | 0.08% | +20+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 7,476 | $4.63M | 0.10% | +211+2.9% | Added |
| Associated Banc-Corp | 7,682 | $4.63M | 0.12% | −860−10.1% | Reduced |
| Intrepid Financial Planning Group LLC | 7,712 | $4.65M | 1.77% | +75+1.0% | Added |
| Prospera Financial Services Inc | 7,877 | $4.75M | 0.08% | +215+2.8% | Added |
| Haverford Trust Co | 7,888 | $4.76M | 0.04% | +116+1.5% | Added |
| Fifth Third Bancorp | 7,898 | $4.76M | 0.02% | −360−4.4% | Reduced |
| Bay Rivers Group | 7,972 | $4.81M | 1.94% | +77+1.0% | Added |
| Bokf, NA | 7,980 | $4.81M | 0.07% | −1,013−11.3% | Reduced |
| Crestwood Advisors Group LLC | 8,005 | $4.83M | 0.08% | −610−7.1% | Reduced |
| RFG Advisory, LLC | 8,034 | $4.85M | 0.09% | +2,694+50.4% | Added |
| Highview Capital Management LLC | 8,094 | $4.88M | 1.72% | −99−1.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,104 | $4.89M | 1.63% | +58+0.7% | Added |
| Colorado Capital Management, Inc. | 8,200 | $4.95M | 1.86% | −219−2.6% | Reduced |
| North Star Investment Management Corp. | 8,296 | $5.00M | 0.31% | +121+1.5% | Added |
| Apollon Wealth Management, LLC | 8,301 | $5.01M | 0.09% | +204+2.5% | Added |
| Financial Engines Advisors L.L.C. | 8,313 | $5.02M | 0.01% | +330+4.1% | Added |
| David Loasby | 8,023 | $5.07M | 0.34% | +961+13.6% | Added |
| Nicollet Investment Management, Inc. | 8,448 | $5.10M | 1.61% | +7,214+584.6% | Added |
| AMG National Trust Bank | 8,454 | $5.10M | 0.12% | +50+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.48% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,526 | $5.14M | 1.16% | −280−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,508 | $5.15M | 0.13% | −87−1.0% | Reduced |
| Meridian Investment Counsel Inc. | 8,565 | $5.17M | 1.24% | −106−1.2% | Reduced |
| Millennium Management LLC | 8,575 | $5.17M | 0.00% | −26,852−75.8% | Reduced |
| Gotham Asset Management, LLC | 8,638 | $5.21M | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,654 | $5.22M | 0.08% | −258−2.9% | Reduced |
| HSBC Holdings PLC | 8,685 | $5.25M | 0.00% | +6,097+235.6% | Added |
| Peak Asset Management, LLC | 8,832 | $5.33M | 0.91% | −280−3.1% | Reduced |
| Firestone Capital Management | 9,031 | $5.45M | 1.16% | −189−2.0% | Reduced |
| Modera Wealth Management, LLC | 9,118 | $5.50M | 0.06% | −136−1.5% | Reduced |
| Balboa Wealth Partners | 9,177 | $5.54M | 0.92% | −12−0.1% | Reduced |
| Paller Financial Services Inc | 9,183 | $5.54M | 4.44% | +9,183 | New |
| Resonant Capital Advisors, LLC | 9,198 | $5.57M | 0.31% | +15+0.2% | Added |
| Motco | 9,266 | $5.59M | 0.51% | −79−0.8% | Reduced |
| Barrett & Company, Inc. | 9,277 | $5.60M | 1.87% | −20−0.2% | Reduced |
| Change Path, LLC | 9,367 | $5.65M | 0.14% | +803+9.4% | Added |
| Laird Norton Trust Company, LLC | 9,371 | $5.67M | 0.12% | +9,371 | New |
| Fifth Third Securities, Inc. | 9,433 | $5.69M | 0.37% | −158−1.6% | Reduced |
| Ti-Trust, Inc | 9,456 | $5.70M | 3.52% | +10+0.1% | Added |
| Sageworth Trust Co | 9,569 | $5.77M | 0.25% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,602 | $5.79M | 0.04% | +158+1.7% | Added |
| Merit Financial Group, LLC | 9,627 | $5.81M | 0.05% | +383+4.1% | Added |