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 |
|---|---|---|---|---|---|
| Mirae Asset Securities (USA) Inc. | 111,131 | $67.0M | 2.65% | −153−0.1% | Reduced |
| Brown Advisory Inc | 113,788 | $68.6M | 0.10% | −1,051−0.9% | Reduced |
| FineMark National Bank & Trust | 116,109 | $70.0M | 2.19% | −358−0.3% | Reduced |
| Hills Bank & Trust Co | 117,586 | $70.9M | 4.12% | −2,025−1.7% | Reduced |
| Stifel Financial Corp | 120,609 | $72.8M | 0.07% | +11,704+10.7% | Added |
| Truist Financial Corp | 120,928 | $73.0M | 0.10% | −4,963−3.9% | Reduced |
| Colony Group, LLC | 121,265 | $73.2M | 0.08% | +32,881+37.2% | Added |
| Cerity Partners LLC | 131,552 | $79.4M | 0.12% | +7,592+6.1% | Added |
| Whittier Trust Co | 127,976 | $80.4M | 0.87% | −810−0.6% | Reduced |
| Waddell & Associates, LLC | 150,332 | $90.7M | 6.12% | +2,001+1.3% | Added |
| Bank of New York Mellon Corp | 163,633 | $98.7M | 0.02% | −8,294−4.8% | Reduced |
| Welch & Forbes LLC | 166,753 | $100.6M | 1.22% | −1,777−1.1% | Reduced |
| LPL Financial LLC | 174,446 | $105.2M | 0.03% | +1,981+1.1% | Added |
| Susquehanna International Group, LLP | 177,104 | $106.8M | 0.15% | +13,199+8.1% | Added |
| Conservest Capital Advisors, Inc. | 214,319 | $129.3M | 11.66% | −3,370−1.5% | Reduced |
| Arvest Bank Trust Division | 231,907 | $139.9M | 7.58% | −721−0.3% | Reduced |
| HighTower Advisors, LLC | 236,091 | $142.4M | 0.16% | −1,823−0.8% | Reduced |
| CI Private Wealth, LLC | 240,736 | $145.3M | 0.20% | +5,156+2.2% | Added |
| BNP Paribas Arbitrage, SA | 245,251 | $148.0M | 0.09% | +90,902+58.9% | Added |
| HRT Financial LP | 250,582 | $151.2M | 0.48% | +142,512+131.9% | Added |
| Alliancebernstein L.P. | 258,554 | $156.0M | 0.05% | +1,425+0.6% | Added |
| MAI Capital Management | 265,202 | $160.0M | 0.93% | +15,043+6.0% | Added |
| Creative Planning | 276,564 | $166.8M | 0.12% | −9,564−3.3% | Reduced |
| Royal Bank of Canada | 352,323 | $212.6M | 0.04% | +12,802+3.8% | Added |
| JPMorgan Chase & Co | 370,619 | $223.6M | 0.02% | +35,646+10.6% | Added |
| Bank of Montreal | 513,790 | $310.0M | 0.13% | +11,060+2.2% | Added |
| Raymond James Financial Inc | 557,992 | $336.6M | 0.10% | +28,459+5.4% | Added |
| UBS Group AG | 608,452 | $367.1M | 0.07% | −28,466−4.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 633,310 | $382.0M | 1.03% | +396,473+167.4% | Added |
| The PNC Financial Services Group, Inc. | 704,633 | $425.1M | 0.23% | −10,339−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 830,031 | $500.7M | 0.32% | +41,757+5.3% | Added |
| Pathstone Holdings, LLC | 846,872 | $511.2M | 1.97% | −42,950−4.8% | Reduced |
| US Bancorp | 980,650 | $591.6M | 0.69% | −17,460−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,028,201 | $620.3M | 0.09% | −28,686−2.7% | Reduced |
| Northern Trust Corp | 1,074,994 | $648.5M | 0.08% | −13,422−1.2% | Reduced |
| Morgan Stanley | 1,115,655 | $673.1M | 0.04% | −664,749−37.3% | Reduced |
| Wells Fargo & Company | 1,343,298 | $810.4M | 0.16% | +87,207+6.9% | Added |
| Bank of America Corp | 2,120,329 | $1.28B | 0.09% | +64,178+3.1% | Added |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −40,158−100.0% | Sold out |
| Inspire Trust Co, N.A. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,795−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −8,518−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Miller Investment Management, LP | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −8,346−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Farrow Financial Inc. | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| McCarthy & Cox | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Red Lighthouse Investment Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Tableaux LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Accelerate Investment Advisors LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Pachira Investments Inc. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Gries Financial LLC | – | – | – | – | Not filed |