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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 121 | $73.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $75.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $75.4K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 125 | $75.7K | 0.04% | 00.0% | Unchanged |
| Valor Advisors LLC | 126 | $76.3K | 0.06% | +126 | New |
| ORG Wealth Partners, LLC | 129 | $78.4K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 130 | $78.4K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 132 | $79.9K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 134 | $80.8K | 0.05% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 142 | $85.7K | 0.04% | 00.0% | Unchanged |
| Sankala Group LLC | 132 | $86.5K | 0.07% | +132 | New |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $88.7K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $90.5K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 151 | $91.1K | 0.06% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 140 | $91.7K | 0.04% | +140 | New |
| TD Capital Management LLC | 157 | $94.7K | 0.01% | +1+0.6% | Added |
| Operose Advisors LLC | 163 | $98.3K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 164 | $98.9K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $98.9K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 168 | $101.4K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $102.6K | 0.01% | +13+8.3% | Added |
| Costello Asset Management, INC | 172 | $103.8K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 179 | $108.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $108.6K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 181 | $109.2K | 0.04% | 00.0% | Unchanged |
| American National Bank | 182 | $109.8K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 189 | $114.1K | 0.05% | 00.0% | Unchanged |
| Fairman Group, LLC | 189 | $114.7K | 0.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 196 | $118.2K | 0.00% | −4−2.0% | Reduced |
| Mascoma Wealth Management LLC | 198 | $119.4K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 202 | $121.9K | 0.06% | +30+17.4% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 199 | $124.9K | 0.12% | +199 | New |
| Comprehensive Financial Planning, Inc. | 210 | $127.2K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 225 | $136.0K | 0.02% | −250−52.6% | Reduced |
| DAGCO, Inc. | 227 | $136.9K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 143,581 | $143.6K | 0.08% | +143,581 | New |
| City Holding Co | 240 | $144.8K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 243 | $146.3K | 0.01% | +1+0.4% | Added |
| Longview Financial Advisors LLC | 244 | $147.2K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 245 | $147.8K | 0.02% | +245 | New |
| Evermay Wealth Management LLC | 250 | $151.4K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 252 | $151.8K | 0.01% | +252 | New |
| Garner Asset Management Corp | 252 | $152.3K | 0.06% | +252 | New |
| Jackson, Grant Investment Advisers, Inc. | 258 | $155.7K | 0.05% | −2−0.8% | Reduced |
| Natixis | 281 | $169.5K | 0.00% | −373−57.0% | Reduced |
| Hoese & Co LLP | 290 | $174.9K | 0.12% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 292 | $176.2K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 296 | $178.6K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 298 | $179.8K | 0.11% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $181.0K | 0.11% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $181.0K | 0.13% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 304 | $184.0K | 0.06% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 333 | $200.0K | 0.09% | +333 | New |
| First Bank & Trust | 332 | $200.3K | 0.03% | −11−3.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 332 | $200.3K | 0.03% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 333 | $200.9K | 0.02% | +333 | New |
| Family Office Research LLC | 329 | $201.4K | 0.08% | +329 | New |
| Strategent Financial, LLC | 334 | $201.5K | 0.13% | +334 | New |
| Nichols & Pratt Advisers LLP | 335 | $202.1K | 0.01% | +335 | New |
| Silicon Valley Capital Partners | 336 | $202.5K | 0.02% | +1+0.3% | Added |
| Trust Co of Toledo NA | 336 | $202.7K | 0.02% | +191+131.7% | Added |
| Integrated Wealth Management | 337 | $203.3K | 0.23% | +337 | New |
| Marino, Stram & Associates LLC | 339 | $204.4K | 0.04% | −9−2.6% | Reduced |
| Keystone Global Partners, LLC | 339 | $204.5K | 0.09% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 340 | $205.1K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 340 | $205.1K | 0.03% | 00.0% | Unchanged |
| Bayban | 340 | $205.1K | 0.18% | +340 | New |
| Windsor Capital Management, LLC | 342 | $206.2K | 0.06% | −26−7.1% | Reduced |
| Nordwand Advisors, LLC | 342 | $206.3K | 0.04% | 00.0% | Unchanged |
| Sherry Group, Inc. | 340 | $207.2K | 0.22% | +340 | New |
| CNB Bank | 344 | $207.5K | 0.08% | 00.0% | Unchanged |
| Meritage Portfolio Management | 345 | $208.1K | 0.01% | −1−0.3% | Reduced |
| First Interstate Bank | 346 | $208.7K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 348 | $210.0K | 0.00% | +348 | New |
| Great Waters Wealth Management | 348 | $210.1K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 349 | $210.7K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 350 | $211.1K | 0.00% | −130−27.1% | Reduced |
| Purkiss Capital Advisors LLC | 350 | $211.1K | 0.10% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $211.8K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $211.8K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 352 | $212.2K | 0.04% | −42−10.7% | Reduced |
| Kapstone Financial Advisors LLC | 352 | $212.4K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 353 | $212.9K | 0.04% | −6−1.7% | Reduced |
| Mendel Money Management | 353 | $213.0K | 0.09% | −64−15.3% | Reduced |
| Cadinha & Co LLC | 353 | $213.0K | 0.03% | −50−12.4% | Reduced |
| American Capital Management Inc | 353 | $213.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 353 | $213.2K | 0.01% | +353 | New |
| YHB Investment Advisors, Inc. | 355 | $214.2K | 0.01% | −13−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 355 | $214.2K | 0.02% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 341 | $215.1K | 0.05% | +1+0.3% | Added |
| Forbes J M & Co LLP | 358 | $216.0K | 0.02% | +20+5.9% | Added |
| Magnus Financial Group LLC | 359 | $216.6K | 0.02% | −37−9.3% | Reduced |
| Stonekeep Investments, LLC | 359 | $217.0K | 0.14% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 360 | $217.2K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 346 | $217.4K | 0.03% | +346 | New |
| Tradition Wealth Management, LLC | 361 | $217.9K | 0.02% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 361 | $218.0K | 0.10% | −52−12.6% | Reduced |
| First Foundation Advisors | 363 | $219.0K | 0.01% | +18+5.2% | Added |
| Madden Advisory Services, Inc. | 364 | $219.6K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 364 | $219.6K | 0.05% | 00.0% | Unchanged |