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 |
|---|---|---|---|---|---|
| Icapital Wealth LLC | 365 | $220.0K | 0.11% | 00.0% | Unchanged |
| One Capital Management, LLC | 365 | $220.7K | 0.01% | −916−71.5% | Reduced |
| Smith Partners Wealth Management, LLC | 367 | $221.4K | 0.20% | +367 | New |
| Jacobs & Co | 370 | $223.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 370 | $223.2K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 372 | $224.4K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 372 | $224.4K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 373 | $224.7K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 373 | $225.0K | 0.01% | +373 | New |
| Milestone Asset Management Group, LLC | 373 | $225.1K | 0.13% | +373 | New |
| Orion Capital Management LLC | 374 | $225.3K | 0.08% | −300−44.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 374 | $225.6K | 0.01% | −150−28.6% | Reduced |
| Quadrant Capital Group LLC | 375 | $226.1K | 0.01% | +72+23.8% | Added |
| J. L. Bainbridge & Co., Inc. | 375 | $226.2K | 0.02% | −109−22.5% | Reduced |
| First Trust Advisors LP | 375 | $226.2K | 0.00% | +375 | New |
| Confluence Wealth Services, Inc. | 377 | $227.4K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 377 | $227.6K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $229.2K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 381 | $229.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 380 | $231.0K | 0.04% | −70−15.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 383 | $231.1K | 0.01% | 00.0% | Unchanged |
| Private Capital Management, LLC | 385 | $232.3K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 373 | $232.8K | 0.02% | −8−2.1% | Reduced |
| Assetmark, Inc | 388 | $234.1K | 0.00% | +179+85.6% | Added |
| Everhart Financial Group, Inc. | 388 | $234.4K | 0.02% | −2−0.5% | Reduced |
| RiverFront Investment Group, LLC | 389 | $234.7K | 0.00% | +389 | New |
| Vivaldi Capital Management, LLC | 391 | $236.0K | 0.03% | +6+1.6% | Added |
| IAG Wealth Partners, LLC | 392 | $236.5K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 393 | $237.0K | 0.03% | +1+0.3% | Added |
| WealthShield Partners, LLC | 394 | $237.7K | 0.03% | +47+13.5% | Added |
| Mount Yale Investment Advisors, LLC | 393 | $237.9K | 0.01% | −70−15.1% | Reduced |
| FSM Wealth Advisors, LLC | 395 | $238.3K | 0.03% | −21−5.0% | Reduced |
| Level Four Advisory Services, LLC | 395 | $238.4K | 0.01% | −75−16.0% | Reduced |
| Hengehold Capital Management LLC | 397 | $239.5K | 0.02% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 397 | $239.7K | 0.24% | +1+0.3% | Added |
| Stonebridge Financial Group, LLC | 398 | $240.1K | 0.21% | +398 | New |
| Cordatus Wealth Management LLC | 400 | $241.3K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $241.3K | 0.04% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $241.3K | 0.02% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 400 | $241.3K | 0.14% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $241.3K | 0.13% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $243.7K | 0.20% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 404 | $244.0K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 405 | $244.3K | 0.00% | +405 | New |
| OxenFree Capital LLC | 405 | $244.3K | 0.13% | +405 | New |
| Great Lakes Advisors, LLC | 406 | $244.9K | 0.00% | +406 | New |
| Powerhouse Assets LLC | 408 | $245.8K | 0.22% | +408 | New |
| First Pacific Financial | 408 | $246.0K | 0.03% | −24−5.6% | Reduced |
| Empower Advisory Group, LLC | 409 | $246.4K | 0.00% | −63−13.3% | Reduced |
| Trust Co | 411 | $247.9K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 414 | $249.8K | 0.01% | −90−17.9% | Reduced |
| Lowery Thomas, LLC | 419 | $253.0K | 0.14% | −49−10.5% | Reduced |
| Trust Co of Virginia | 420 | $253.4K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 421 | $254.0K | 0.09% | −1−0.2% | Reduced |
| CapWealth Advisors, LLC | 422 | $254.6K | 0.02% | −7−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 422 | $254.6K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 423 | $255.2K | 0.01% | +423 | New |
| Investment Partners, Ltd. | 424 | $255.8K | 0.09% | 00.0% | Unchanged |
| Unified Investment Management | 425 | $256.4K | 0.26% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $256.4K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 426 | $257.0K | 0.05% | −5−1.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 427 | $257.6K | 0.14% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 430 | $259.4K | 0.04% | +430 | New |
| Van Strum & Towne Inc. | 430 | $259.4K | 0.07% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 431 | $259.9K | 0.10% | +1+0.2% | Added |
| William Mack & Associates, Inc. | 431 | $260.0K | 0.12% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 427 | $260.5K | 0.03% | +1+0.2% | Added |
| Allegheny Financial Group LTD | 431 | $260.5K | 0.04% | −15−3.4% | Reduced |
| Briaud Financial Planning, Inc | 432 | $260.6K | 0.06% | +432 | New |
| Simplicity Wealth,LLC | 432 | $260.7K | 0.02% | −1,141−72.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 433 | $261.2K | 0.05% | −40−8.5% | Reduced |
| Inscription Capital, LLC | 434 | $261.7K | 0.03% | +1+0.2% | Added |
| Vision Retirement, LLC | 434 | $262.1K | 0.07% | +434 | New |
| Clune & Associates, Ltd. | 436 | $263.1K | 0.06% | +1+0.2% | Added |
| Signaturefd, LLC | 436 | $263.1K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 436 | $263.2K | 0.02% | +10+2.3% | Added |
| Belpointe Asset Management LLC | 439 | $264.9K | 0.01% | +439 | New |
| Heritage Wealth Management, Inc. | 441 | $265.9K | 0.07% | 00.0% | Unchanged |
| TD Asset Management Inc | 442 | $266.6K | 0.00% | −100−18.5% | Reduced |
| BlueChip Wealth Advisors LLC | 442 | $266.6K | 0.11% | +29+7.0% | Added |
| National Bank of Canada | 443 | $267.2K | 0.00% | +32+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 443 | $267.3K | 0.00% | −5−1.1% | Reduced |
| Oder Investment Management, LLC | 443 | $267.3K | 0.19% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 444 | $267.8K | 0.19% | +7+1.6% | Added |
| Aquire Wealth Advisors, LLC | 444 | $267.9K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 427 | $268.4K | 0.01% | +1+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 445 | $268.5K | 0.07% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $268.5K | 0.03% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 445 | $268.7K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 447 | $269.8K | 0.06% | +11+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 448 | $270.2K | 0.01% | −65−12.7% | Reduced |
| Entrust Financial LLC | 450 | $271.5K | 0.20% | +450 | New |
| Exeter Financial, LLC | 450 | $271.5K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $271.5K | 0.03% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $271.5K | 0.26% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 456 | $275.1K | 0.03% | −115−20.1% | Reduced |
| Northstar Asset Management Inc | 456 | $275.1K | 0.07% | −1−0.2% | Reduced |
| Creative Financial Designs Inc | 457 | $275.9K | 0.02% | −4−0.9% | Reduced |
| Ruggiero Investments, Inc. | 458 | $276.3K | 0.25% | +458 | New |
| Adkins Seale Capital Management LLC | 458 | $276.3K | 0.27% | +458 | New |