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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 9,645 | $5.82M | 0.07% | +3,581+59.1% | Added |
| Oppenheimer Asset Management Inc. | 9,648 | $5.82M | 0.07% | +9,012+1,417.0% | Added |
| Equitable Holdings, Inc. | 9,703 | $5.85M | 0.04% | +2,732+39.2% | Added |
| Harbour Investments, Inc. | 9,709 | $5.86M | 0.12% | +214+2.3% | Added |
| Central Trust Co | 9,710 | $5.86M | 0.11% | −62−0.6% | Reduced |
| Allworth Financial LP | 9,857 | $5.95M | 0.02% | −1,457−12.9% | Reduced |
| Private Wealth Asset Management, LLC | 9,947 | $6.00M | 0.65% | +22+0.2% | Added |
| RBF Capital, LLC | 10,000 | $6.03M | 0.28% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $6.03M | 4.71% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 10,065 | $6.07M | 0.51% | −308−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 10,216 | $6.16M | 0.20% | −84−0.8% | Reduced |
| Summit Financial, LLC | 10,229 | $6.19M | 0.09% | −70−0.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 10,234 | $6.20M | 2.71% | −3,013−22.7% | Reduced |
| Newport Capital Group, LLC | 10,284 | $6.21M | 3.80% | +214+2.1% | Added |
| Leavell Investment Management, Inc. | 10,266 | $6.22M | 0.26% | −82−0.8% | Reduced |
| Adirondack Trust Co | 10,308 | $6.22M | 2.05% | −160−1.5% | Reduced |
| Retirement Income Solutions, Inc | 10,323 | $6.23M | 1.06% | −96−0.9% | Reduced |
| G&S Capital LLC | 10,387 | $6.27M | 2.21% | +67+0.6% | Added |
| Hopwood Financial Services, Inc. | 10,401 | $6.28M | 4.42% | −65−0.6% | Reduced |
| Jones Financial Companies LLLP | 10,437 | $6.30M | 0.00% | +556+5.6% | Added |
| Palisade Asset Management, LLC | 10,451 | $6.30M | 0.61% | +8+0.1% | Added |
| Lynx Capital Group Ltd | 10,603 | $6.40M | 2.93% | +41+0.4% | Added |
| Madison Park Capital Advisors, LLC | 10,679 | $6.44M | 5.23% | +105+1.0% | Added |
| Winter & Associates, Inc. | 10,708 | $6.46M | 5.97% | +10,708 | New |
| CIBC Private Wealth Group, LLC | 10,721 | $6.47M | 0.01% | −443−4.0% | Reduced |
| Diversified Management Inc | 10,762 | $6.49M | 1.52% | +10,762 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $6.53M | 0.45% | +30+0.3% | Added |
| Goelzer Investment Management, Inc. | 10,874 | $6.56M | 0.30% | −97−0.9% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.61M | 3.25% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,015 | $6.65M | 0.04% | +1,938+21.4% | Added |
| Hanover Advisors Inc | 11,127 | $6.71M | 2.61% | −245−2.2% | Reduced |
| First Horizon Corp | 11,176 | $6.74M | 0.30% | −106−0.9% | Reduced |
| Community Bank, N.A. | 11,199 | $6.76M | 0.80% | −342−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,235 | $6.78M | 0.09% | +10,858+2,880.1% | Added |
| Linscomb & Williams, Inc. | 11,289 | $6.81M | 0.29% | +9+0.1% | Added |
| Lodestar Private Asset Management LLC | 11,325 | $6.83M | 0.69% | +344+3.1% | Added |
| Private Advisor Group, LLC | 11,337 | $6.84M | 0.03% | −255−2.2% | Reduced |
| NewEdge Wealth, LLC | 11,338 | $6.84M | 0.08% | +9,326+463.5% | Added |
| Paulson Wealth Management Inc. | 11,421 | $6.89M | 1.59% | +786+7.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,478 | $6.95M | 0.13% | +1,229+12.0% | Added |
| Mechanics Bank Trust Department | 11,542 | $6.96M | 0.91% | −195−1.7% | Reduced |
| Boston Family Office LLC | 11,555 | $6.97M | 0.44% | −1,165−9.2% | Reduced |
| Alexis Investment Partners, LLC | 11,570 | $7.05M | 2.62% | +432+3.9% | Added |
| Dakota Wealth Management | 11,709 | $7.06M | 0.13% | +271+2.4% | Added |
| Capital Group Private Client Services, Inc. | 11,747 | $7.09M | 0.11% | +22+0.2% | Added |
| Meridian Wealth Advisors, LLC | 11,753 | $7.09M | 0.98% | −948−7.5% | Reduced |
| Wealthspire Advisors, LLC | 11,822 | $7.13M | 0.06% | −3,071−20.6% | Reduced |
| CMG Global Holdings, LLC | 11,217 | $7.16M | 3.18% | +71+0.6% | Added |
| Sand Hill Global Advisors, LLC | 11,929 | $7.20M | 0.25% | −10−0.1% | Reduced |
| Grove Bank & Trust | 12,427 | $7.50M | 0.84% | −20−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 12,547 | $7.57M | 0.06% | +337+2.8% | Added |
| Pacific Center for Financial Services | 12,910 | $7.69M | 1.96% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,844 | $7.75M | 0.32% | 00.0% | Unchanged |
| Seeds Investor LLC | 12,880 | $7.77M | 1.49% | −1,257−8.9% | Reduced |
| Buckingham Strategic Partners | 12,922 | $7.80M | 0.10% | −11,518−47.1% | Reduced |
| Busey Wealth Management | 13,070 | $7.88M | 0.21% | +102+0.8% | Added |
| TKG Advisors, LLC | 13,309 | $8.03M | 3.24% | −30−0.2% | Reduced |
| Tiaa Trust, National Association | 13,632 | $8.22M | 0.02% | −591−4.2% | Reduced |
| Bearing Point Capital, LLC | 13,808 | $8.33M | 1.30% | −113−0.8% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $8.41M | 2.43% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 13,994 | $8.44M | 0.17% | −3,090−18.1% | Reduced |
| Legal & General Group Plc | 14,200 | $8.57M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,232 | $8.59M | 0.12% | +1,379+10.7% | Added |
| RMR Wealth Builders | 14,395 | $8.68M | 0.69% | −510−3.4% | Reduced |
| KCM Investment Advisors LLC | 14,456 | $8.72M | 0.28% | −526−3.5% | Reduced |
| Chesley Taft & Associates LLC | 14,568 | $8.79M | 0.35% | +1,080+8.0% | Added |
| Central Bank & Trust Co | 14,841 | $8.95M | 1.38% | +773+5.5% | Added |
| Nixon Peabody Trust Co | 14,945 | $9.02M | 0.68% | −273−1.8% | Reduced |
| Capstone Financial Advisors, Inc. | 15,181 | $9.16M | 0.49% | −159−1.0% | Reduced |
| Howard Capital Management Inc. | 15,193 | $9.17M | 0.12% | −50−0.3% | Reduced |
| Evercore Wealth Management, LLC | 15,560 | $9.39M | 0.14% | −124−0.8% | Reduced |
| Terry L. Blaker | 15,567 | $9.39M | 0.35% | −127−0.8% | Reduced |
| GFS Advisors, LLC | 15,628 | $9.43M | 1.12% | −180−1.1% | Reduced |
| NBT Bank N A | 15,730 | $9.49M | 0.61% | −321−2.0% | Reduced |
| Agf Management Ltd | 15,794 | $9.53M | 0.04% | −205−1.3% | Reduced |
| Brookstone Capital Management | 15,884 | $9.58M | 0.11% | +455+2.9% | Added |
| Legacy Advisors, LLC | 15,922 | $9.61M | 1.03% | −1,175−6.9% | Reduced |
| Harbour Trust & Investment Management Co | 15,979 | $9.64M | 0.98% | −82−0.5% | Reduced |
| Montz Harcus Wealth Management LLC | 16,037 | $9.67M | 3.92% | +177+1.1% | Added |
| Arvest Investments, Inc. | 16,147 | $9.74M | 1.37% | +290+1.8% | Added |
| Quantinno Capital Management LP | 16,224 | $9.79M | 0.02% | +482+3.1% | Added |
| Cyndeo Wealth Partners, LLC | 16,273 | $9.82M | 0.53% | −500−3.0% | Reduced |
| Canopy Partners, LLC | 16,507 | $9.96M | 3.24% | −585−3.4% | Reduced |
| Granite FO LLC | 16,627 | $10.0M | 5.35% | +606+3.8% | Added |
| Pensionmark Financial Group, LLC | 16,630 | $10.0M | 0.16% | +12+0.1% | Added |
| First Financial Bank - Trust Division | 16,649 | $10.0M | 0.83% | +604+3.8% | Added |
| Torrey-Payne Wealth Management, LLC | 15,800 | $10.0M | 9.00% | +15,800 | New |
| Hummer Financial Advisory Services Inc | 17,093 | $10.3M | 7.31% | −96−0.6% | Reduced |
| Brown Brothers Harriman & Co | 17,272 | $10.4M | 0.06% | +143+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,334 | $10.5M | 0.05% | +1,384+8.7% | Added |
| Ieq Capital, LLC | 17,432 | $10.5M | 0.03% | +364+2.1% | Added |
| First National Bank of Omaha | 17,983 | $11.0M | 0.32% | +17,983 | New |
| Thrive Wealth Management, LLC | 18,185 | $11.0M | 1.61% | −3,307−15.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,205 | $11.0M | 2.64% | −458−2.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 18,259 | $11.0M | 1.02% | −25,076−57.9% | Reduced |
| Wellspring Financial Advisors, LLC | 18,484 | $11.2M | 0.88% | −514−2.7% | Reduced |
| Csenge Advisory Group | 18,514 | $11.2M | 0.51% | +100+0.5% | Added |
| CWM, LLC | 18,548 | $11.2M | 0.03% | +2,522+15.7% | Added |
| Lutz Financial Services LLC | 18,573 | $11.2M | 0.76% | −279−1.5% | Reduced |
| Corsicana & Co. | 18,580 | $11.2M | 6.29% | −180−1.0% | Reduced |