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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 457 | $276.5K | 0.01% | −77−14.4% | Reduced |
| Global Assets Advisory, LLC | 459 | $276.9K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $277.5K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $277.5K | 0.08% | 00.0% | Unchanged |
| Ticino Wealth | 460 | $277.5K | 0.10% | +460 | New |
| Aspen Investment Management Inc | 463 | $279.0K | 0.08% | 00.0% | Unchanged |
| South State Corp. | 463 | $279.3K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 457 | $279.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 464 | $280.0K | 0.09% | +1+0.2% | Added |
| Root Financial Partners, LLC | 465 | $280.4K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $280.5K | 0.00% | – | – |
| IHT Wealth Management, LLC | 465 | $280.5K | 0.01% | +23+5.2% | Added |
| Resources Management Corp | 466 | $281.0K | 0.04% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $281.2K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 466 | $281.2K | 0.07% | 00.0% | Unchanged |
| Bensler, LLC | 466 | $281.2K | 0.03% | +1+0.2% | Added |
| Essex Savings Bank | 467 | $281.7K | 0.06% | −20−4.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 467 | $281.7K | 0.00% | +467 | New |
| PDS Planning, Inc | 468 | $282.3K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 469 | $282.9K | 0.06% | −49−9.5% | Reduced |
| Thompson Davis & Co., Inc. | 470 | $283.5K | 0.17% | −41−8.0% | Reduced |
| Lesa Sroufe & Co | 470 | $284.0K | 0.21% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 474 | $286.0K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 475 | $286.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $287.2K | 0.10% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 483 | $291.4K | 0.10% | 00.0% | Unchanged |
| Keel Point, LLC | 484 | $292.1K | 0.02% | −1−0.2% | Reduced |
| BFSG, LLC | 485 | $292.6K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $292.6K | 0.04% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 484 | $293.0K | 0.02% | +484 | New |
| marrick wealth, LLC | 488 | $294.4K | 0.24% | +488 | New |
| Western Reserve Capital Management, LLC | 488 | $294.4K | 0.27% | +488 | New |
| Granite Harbor Advisors, Inc. | 491 | $296.2K | 0.13% | −19−3.7% | Reduced |
| Nations Financial Group Inc, | 494 | $298.6K | 0.02% | 00.0% | Unchanged |
| Burney Co | 497 | $299.8K | 0.01% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 499 | $301.0K | 0.07% | −56−10.1% | Reduced |
| Evolution Wealth Advisors, LLC | 500 | $301.6K | 0.03% | −95−16.0% | Reduced |
| MBL Wealth, LLC | 500 | $301.6K | 0.02% | 00.0% | Unchanged |
| Shaker Investments LLC | 500 | $301.6K | 0.13% | −112−18.3% | Reduced |
| Good Harbor Advisors, Inc. | 503 | $303.4K | 0.35% | +503 | New |
| Pathfinder Wealth Consulting, Inc. | 504 | $304.1K | 0.19% | +504 | New |
| KWMG, LLC | 508 | $306.5K | 0.03% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 508 | $306.5K | 0.17% | +508 | New |
| Strategic Advisors LLC | 511 | $308.3K | 0.05% | −431−45.8% | Reduced |
| Libra Wealth LLC | 515 | $310.7K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 516 | $311.3K | 0.12% | −190−26.9% | Reduced |
| Camden National Bank | 516 | $311.3K | 0.04% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 519 | $313.1K | 0.03% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 517 | $313.1K | 0.07% | +15+3.0% | Added |
| Bank of Jackson Hole Trust | 521 | $314.3K | 0.15% | −11−2.1% | Reduced |
| Tarbox Family Office, Inc. | 522 | $314.9K | 0.05% | 00.0% | Unchanged |
| Trexquant Investment LP | 523 | $315.5K | 0.00% | −242−31.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $315.5K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 523 | $315.6K | 0.03% | −1−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 524 | $315.8K | 0.11% | +1+0.2% | Added |
| Sound Portfolio Advisors, LLC | 526 | $317.3K | 0.27% | +526 | New |
| Visionary Wealth Advisors | 529 | $319.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 532 | $320.7K | 0.03% | −21−3.8% | Reduced |
| XY Planning Network, Inc. | 534 | $322.2K | 0.06% | −75−12.3% | Reduced |
| Ballast Rock Private Wealth LLC | 535 | $324.0K | 0.20% | +535 | New |
| May Barnhard Investments LLC | 537 | $324.3K | 0.15% | −1−0.2% | Reduced |
| BIP Wealth, LLC | 538 | $324.3K | 0.01% | +538 | New |
| Bouchey Financial Group Ltd | 536 | $324.5K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 541 | $326.4K | 0.09% | +1+0.2% | Added |
| Fisher Asset Management, LLC | 541 | $326.8K | 0.00% | +541 | New |
| Heritage Trust Co | 544 | $328.2K | 0.03% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 550 | $331.8K | 0.03% | −29−5.0% | Reduced |
| Redwood Park Advisors LLC | 553 | $333.4K | 0.23% | −206−27.1% | Reduced |
| WP Advisors, LLC | 553 | $333.5K | 0.08% | +2+0.4% | Added |
| Cornerstone Wealth Group, LLC | 554 | $334.2K | 0.02% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 555 | $334.8K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 557 | $336.0K | 0.08% | +1+0.2% | Added |
| Umb Bank N A | 557 | $336.0K | 0.00% | +272+95.4% | Added |
| ArborFi Advisors, LLC | 558 | $336.6K | 0.27% | −47−7.8% | Reduced |
| Meeder Advisory Services, Inc. | 562 | $339.0K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $339.0K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 563 | $339.6K | 0.00% | −97−14.7% | Reduced |
| Paragon Capital Management LLC | 563 | $339.6K | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 564 | $340.7K | 0.06% | −11−1.9% | Reduced |
| J. Team Financial, Inc. | 565 | $340.8K | 0.34% | −48−7.8% | Reduced |
| Financial Counselors Inc | 568 | $342.7K | 0.48% | −2−0.4% | Reduced |
| Novare Capital Management LLC | 568 | $342.7K | 0.03% | +27+5.0% | Added |
| Catalytic Wealth RIA, LLC | 570 | $343.9K | 0.01% | −400−41.2% | Reduced |
| Northeast Planning Associates, Inc. | 570 | $343.9K | 0.24% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 572 | $345.1K | 0.20% | −209−26.8% | Reduced |
| Heritage Investment Group, Inc. | 575 | $346.9K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $347.5K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 575 | $348.1K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 578 | $348.7K | 0.03% | −108−15.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 579 | $349.5K | 0.02% | −35−5.7% | Reduced |
| Cortland Associates Inc | 580 | $350.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 581 | $350.4K | 0.13% | +2+0.3% | Added |
| Wedmont Private Capital | 565 | $352.5K | 0.01% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 585 | $352.9K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 585 | $353.4K | 0.01% | −15−2.5% | Reduced |
| Berkeley, Inc | 586 | $353.5K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 586 | $353.5K | 0.12% | +107+22.3% | Added |
| Beaird Harris Wealth Management, LLC | 588 | $354.7K | 0.02% | +588 | New |
| Patton Albertson Miller Group, LLC | 590 | $355.9K | 0.04% | +225+61.6% | Added |
| Well Done, LLC | 590 | $355.9K | 0.05% | 00.0% | Unchanged |