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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 18,953 | $11.4M | 0.25% | −16−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,470 | $11.7M | 0.22% | −423−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 19,564 | $11.8M | 1.75% | −625−3.1% | Reduced |
| Peddock Capital Advisors, LLC | 19,574 | $11.8M | 2.47% | +2,285+13.2% | Added |
| jvl associates llc | 19,689 | $11.9M | 3.87% | −97−0.5% | Reduced |
| BlackRock, Inc. | 19,879 | $12.0M | 0.00% | +12,255+160.7% | Added |
| Ameritas Investment Partners, Inc. | 20,045 | $12.1M | 0.37% | −3,000−13.0% | Reduced |
| Old National Bancorp | 20,058 | $12.1M | 0.20% | −717−3.5% | Reduced |
| Franklin Resources Inc | 20,694 | $12.5M | 0.00% | +6,398+44.8% | Added |
| Caldwell Trust Co | 20,814 | $12.6M | 1.12% | −285−1.4% | Reduced |
| IMC-Chicago, LLC | 20,869 | $12.6M | 0.22% | +20,869 | New |
| MCF Advisors LLC | 21,143 | $12.8M | 0.71% | −82−0.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 22,000 | $13.3M | 0.27% | −3,355−13.2% | Reduced |
| Savant Capital, LLC | 22,021 | $13.3M | 0.08% | +1,519+7.4% | Added |
| HighPoint Advisor Group LLC | 22,105 | $13.3M | 0.29% | +22,105 | New |
| Atlantic Edge Private Wealth Management, LLC | 22,486 | $13.6M | 3.37% | −462−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,729 | $13.7M | 0.08% | +375+1.7% | Added |
| Glenmede Trust Co NA | 23,172 | $14.0M | 0.07% | +23,172 | New |
| Qube Research & Technologies Ltd | 23,671 | $14.3M | 0.02% | +16,562+233.0% | Added |
| MML Investors Services, LLC | 24,099 | $14.5M | 0.04% | +624+2.7% | Added |
| Simmons Bank | 24,514 | $14.8M | 0.99% | −152−0.6% | Reduced |
| Barclays PLC | 24,976 | $15.1M | 0.01% | −130,530−83.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 25,516 | $15.4M | 2.64% | +574+2.3% | Added |
| Kestra Advisory Services, LLC | 26,119 | $15.8M | 0.06% | −8,779−25.2% | Reduced |
| Serenus Wealth Advisors, LLC | 26,345 | $15.9M | 3.08% | −256−1.0% | Reduced |
| Cresset Asset Management, LLC | 26,294 | $15.9M | 0.07% | +2,344+9.8% | Added |
| Commerce Bank | 26,616 | $16.1M | 0.09% | +103+0.4% | Added |
| AQR Capital Management LLC | 27,612 | $16.7M | 0.01% | +5,563+25.2% | Added |
| Mercer Global Advisors Inc | 28,772 | $17.4M | 0.03% | +3,668+14.6% | Added |
| Huntington National Bank | – | $17.7M | 0.11% | – | – |
| Curbstone Financial Management Corp | 31,318 | $18.9M | 3.61% | +140+0.4% | Added |
| M&T Bank Corp | 31,325 | $18.9M | 0.06% | +4,126+15.2% | Added |
| Vestor Capital, LLC | 850 | $19.0M | 1.39% | −30,358−97.3% | Reduced |
| Marshall Wace, LLP | 32,062 | $19.3M | 0.02% | +32,062 | New |
| Trustmark National Bank Trust Department | 32,124 | $19.4M | 1.22% | −70−0.2% | Reduced |
| Citigroup Inc | 32,607 | $19.7M | 0.01% | +614+1.9% | Added |
| Waldron Private Wealth LLC | 32,643 | $19.7M | 0.78% | −975−2.9% | Reduced |
| Youngs Advisory Group, Inc. | 32,648 | $19.7M | 7.01% | +3,813+13.2% | Added |
| Jane Street Group, LLC | 32,820 | $19.8M | 0.02% | +3,024+10.1% | Added |
| Hancock Whitney Corp | 32,988 | $19.9M | 0.36% | +1,632+5.2% | Added |
| Steele Capital Management, Inc. | 33,223 | $20.1M | 0.86% | −108−0.3% | Reduced |
| EP Wealth Advisors, LLC | 33,406 | $20.2M | 0.10% | +33,406 | New |
| Cambridge Investment Research Advisors, Inc. | 33,836 | $20.4M | 0.05% | +6,282+22.8% | Added |
| Miracle Mile Advisors, LLC | 34,390 | $20.7M | 0.30% | −2,297−6.3% | Reduced |
| 1st Source Bank | 35,986 | $21.7M | 1.14% | +166+0.5% | Added |
| FMR LLC | 36,750 | $22.2M | 0.00% | +1,983+5.7% | Added |
| Johnson Investment Counsel Inc | 37,726 | $22.8M | 0.19% | +1,004+2.7% | Added |
| SummitTX Capital, L.P. | 37,867 | $22.8M | 0.69% | +37,867 | New |
| RMB Capital Management, LLC | 37,832 | $22.9M | 0.40% | +38+0.1% | Added |
| Basswood Capital Management, L.L.C. | 38,082 | $23.0M | 1.01% | 00.0% | Unchanged |
| Conning Inc. | 38,596 | $23.3M | 0.78% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 41,828 | $25.2M | 1.22% | −100−0.2% | Reduced |
| Tandem Wealth Advisors LLC | 41,299 | $25.5M | 11.42% | +10,504+34.1% | Added |
| LCM Capital Management Inc | 43,573 | $26.3M | 12.70% | −244−0.6% | Reduced |
| Comerica Bank | 43,694 | $26.4M | 0.11% | +2,142+5.2% | Added |
| Cumberland Advisors Inc | 43,947 | $26.5M | 10.05% | −355−0.8% | Reduced |
| Clearstead Advisors, LLC | 44,364 | $26.8M | 0.34% | −2,318−5.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,400 | $26.8M | 3.59% | +14,421+48.1% | Added |
| Pinnacle Financial Partners, Inc. | 44,594 | $26.9M | 0.20% | +44,594 | New |
| IFG Advisors, LLC | 45,622 | $27.5M | 4.58% | −1,097−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 45,582 | $29.0M | 0.71% | +835+1.9% | Added |
| Heritage Investors Management Corp | 49,921 | $30.1M | 0.88% | −589−1.2% | Reduced |
| Crewe Advisors LLC | 50,125 | $30.2M | 2.68% | +60.0% | Added |
| Baird Financial Group, Inc. | 50,502 | $30.5M | 0.05% | +868+1.7% | Added |
| MetLife Investment Management | 52,300 | $31.6M | 0.15% | +29,000+124.5% | Added |
| SCS Capital Management LLC | 52,453 | $31.7M | 0.34% | −593−1.1% | Reduced |
| Janney Montgomery Scott LLC | 52,670 | $31.8M | 0.07% | +5,526+11.7% | Added |
| Peapack Gladstone Financial Corp | 53,158 | $32.1M | 0.40% | −434−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 53,349 | $32.2M | 0.06% | +693+1.3% | Added |
| Lido Advisors, LLC | 54,534 | $32.7M | 0.13% | −2,535−4.4% | Reduced |
| Oldfather Financial Services, LLC | 55,249 | $33.3M | 9.92% | +299+0.5% | Added |
| Pinnacle Associates Ltd | 57,751 | $34.8M | 0.45% | −615−1.1% | Reduced |
| Massmutual Trust Co FSB | 58,149 | $35.1M | 0.90% | −1,813−3.0% | Reduced |
| Citizens Financial Group Inc | 59,213 | $35.7M | 0.48% | −557−0.9% | Reduced |
| Smith, Moore & Co. | 59,895 | $36.1M | 2.73% | −386−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 63,317 | $38.3M | 0.50% | +1,604+2.6% | Added |
| Ascent Wealth Partners, LLC | 64,328 | $38.8M | 4.47% | +696+1.1% | Added |
| Pittenger & Anderson Inc | 64,832 | $39.1M | 1.51% | −5,186−7.4% | Reduced |
| Midwest Trust Co | 65,015 | $39.2M | 0.49% | −1,215−1.8% | Reduced |
| Portland Global Advisors LLC | 66,505 | $40.1M | 4.31% | −495−0.7% | Reduced |
| Captrust Financial Advisors | 67,994 | $41.0M | 0.08% | −3,766−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 70,521 | $42.5M | 0.06% | −17,567−19.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 67,830 | $42.6M | 0.88% | −290.0% | Reduced |
| Henshaw Capital LLC | 75,050 | $45.3M | 1.63% | 00.0% | Unchanged |
| Blair William & Co | 75,368 | $45.5M | 0.12% | −1,733−2.2% | Reduced |
| Divergent Planning, LLC | 76,242 | $46.6M | 11.90% | +1,958+2.6% | Added |
| Envestnet Asset Management Inc | 78,745 | $47.5M | 0.01% | +1,123+1.4% | Added |
| Ameriprise Financial Inc | 82,041 | $49.5M | 0.01% | +6,940+9.2% | Added |
| Madison Asset Management, LLC | 83,341 | $50.3M | 0.58% | +59,283+246.4% | Added |
| SG Americas Securities, LLC | 85,760 | $51.7M | 0.07% | +48,730+131.6% | Added |
| Washington Trust Co | 85,815 | $51.8M | 1.69% | −2,112−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 86,561 | $52.2M | 0.98% | −3,437−3.8% | Reduced |
| Cetera Investment Advisers | 86,834 | $52.4M | 0.06% | −4,398−4.8% | Reduced |
| Bessemer Group Inc | 89,237 | $53.8M | 0.08% | +47,530+114.0% | Added |
| Advisor Group Holdings, Inc. | 89,938 | $54.3M | 0.08% | −3,287−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 86,951 | $54.7M | 0.07% | +1,326+1.5% | Added |
| Balyasny Asset Management LLC | 90,763 | $54.8M | 0.10% | +86,319+1,942.4% | Added |
| TSG Advice Partners, LLC | 103,151 | $62.2M | 9.50% | +103,151 | New |
| Montag A & Associates Inc | 103,466 | $62.6M | 2.86% | −1,735−1.6% | Reduced |
| Mariner, LLC | 104,560 | $63.1M | 0.08% | −594−0.6% | Reduced |