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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 551 | $356.6K | 0.08% | −1,500−73.1% | Reduced |
| Claro Advisors LLC | 592 | $357.1K | 0.05% | −38−6.0% | Reduced |
| Altfest L J & Co Inc | 592 | $357.4K | 0.04% | −30−4.8% | Reduced |
| Members Wealth LLC | 562 | $357.5K | 0.22% | −16−2.8% | Reduced |
| Corsair Capital Management, L.P. | 597 | $360.2K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 598 | $360.8K | 0.03% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 598 | $360.8K | 0.06% | −2−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 599 | $361.4K | 0.16% | −111−15.6% | Reduced |
| TriaGen Wealth Management LLC | 600 | $362.0K | 0.09% | 00.0% | Unchanged |
| Summa Corp. | 600 | $362.0K | 0.16% | 00.0% | Unchanged |
| Seascape Capital Management | 600 | $362.0K | 0.10% | −88−12.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 603 | $363.8K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 612 | $369.4K | 0.04% | −172−21.9% | Reduced |
| Pandora Wealth, Inc. | 613 | $369.8K | 0.22% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 615 | $371.0K | 0.02% | −40−6.1% | Reduced |
| Eagle Bay Advisors LLC | 613 | $371.2K | 0.27% | +613 | New |
| BlueSky Wealth Advisors, LLC | 618 | $372.8K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 618 | $372.8K | 0.04% | +18+3.0% | Added |
| Green Harvest Asset Management LLC | 619 | $373.4K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 620 | $374.0K | 0.02% | +620 | New |
| Asset Dedication, LLC | 622 | $375.2K | 0.02% | 00.0% | Unchanged |
| MLP3, LLC | 622 | $375.3K | 0.41% | +622 | New |
| Integrity Alliance, LLC. | 636 | $383.7K | 0.01% | +191+42.9% | Added |
| Farmers & Merchants Investments Inc | 637 | $384.3K | 0.01% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 640 | $387.5K | 0.45% | +640 | New |
| Gillespie Robinson & Grimm Inc | 645 | $389.1K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $389.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Bank | 649 | $391.5K | 0.03% | −23−3.4% | Reduced |
| Wilkins Investment Counsel Inc | 650 | $392.1K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $392.1K | 0.15% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $394.5K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $395.1K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 658 | $397.0K | 0.08% | +658 | New |
| Bogart Wealth, LLC | 660 | $398.2K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 662 | $399.4K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 666 | $401.8K | 0.04% | −97−12.7% | Reduced |
| Ayrshire Capital Management LLC | 667 | $402.4K | 0.18% | 00.0% | Unchanged |
| McMillan Office, Inc. | 670 | $404.2K | 0.05% | +670 | New |
| Genesis Private Wealth, LLC | 672 | $405.4K | 0.13% | +672 | New |
| Carret Asset Management, LLC | 675 | $407.2K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 681 | $410.8K | 0.09% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 679 | $411.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 683 | $412.0K | 0.01% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 686 | $413.7K | 0.19% | +2+0.3% | Added |
| Bedel Financial Consulting, Inc. | 687 | $414.5K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 685 | $414.7K | 0.09% | +56+8.9% | Added |
| Heartwood Wealth Advisors LLC | 688 | $415.1K | 0.04% | −1−0.1% | Reduced |
| Colonial Trust Co | 689 | $415.5K | 0.06% | +16+2.4% | Added |
| JDM Financial Group LLC | 689 | $415.7K | 0.16% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 690 | $416.3K | 0.02% | +95+16.0% | Added |
| Retirement Planning Co of New England, Inc. | 698 | $420.9K | 0.17% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 699 | $421.7K | 0.04% | −1,129−61.8% | Reduced |
| Commonwealth Financial Services, LLC | 699 | $421.7K | 0.07% | −1−0.1% | Reduced |
| Catalyst Financial Partners LLC | 699 | $421.7K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 698 | $422.6K | 0.04% | −49−6.6% | Reduced |
| Aberdeen Wealth Management LLC | 701 | $422.9K | 0.20% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 701 | $422.9K | 0.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 701 | $423.0K | 0.02% | +701 | New |
| Arwa LLC | 702 | $423.4K | 0.25% | +702 | New |
| Black Diamond Financial, LLC | 702 | $423.5K | 0.04% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 702 | $423.5K | 0.13% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $424.1K | 0.31% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $424.7K | 0.10% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 704 | $424.7K | 0.02% | −20−2.8% | Reduced |
| Coquina Private Wealth LLC | 706 | $425.9K | 0.34% | +706 | New |
| Selby Wealth Management, LLC | 706 | $426.1K | 0.17% | +706 | New |
| Prosperity Consulting Group, LLC | 708 | $427.1K | 0.02% | 00.0% | Unchanged |
| Lawood & Co | 710 | $428.3K | 0.41% | +710 | New |
| Field & Main Bank | 714 | $430.7K | 0.12% | 00.0% | Unchanged |
| Ellerson Group Inc | 715 | $431.3K | 0.29% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 717 | $432.6K | 0.50% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 717 | $433.0K | 0.05% | −7−1.0% | Reduced |
| Isthmus Partners, LLC | 718 | $433.2K | 0.05% | +200+38.6% | Added |
| PFG Advisors | 721 | $435.0K | 0.02% | −6,254−89.7% | Reduced |
| Wagner Wealth Management, LLC | 722 | $435.6K | 0.09% | +722 | New |
| Arrowroot Family Office, LLC | 723 | $436.5K | 0.16% | −45−5.9% | Reduced |
| Pioneer Trust Bank N A | 728 | $439.2K | 0.10% | −4−0.5% | Reduced |
| Ardent Capital Management, Inc. | 730 | $440.4K | 0.17% | 00.0% | Unchanged |
| Betterment LLC | 732 | $442.0K | 0.00% | +54+8.0% | Added |
| Gladstone Institutional Advisory LLC | 734 | $442.8K | 0.02% | 00.0% | Unchanged |
| Breachway Investments LLC | 734 | $442.9K | 0.47% | +734 | New |
| PFG Investments, LLC | 741 | $447.1K | 0.02% | +18+2.5% | Added |
| Robertson Stephens Wealth Management, LLC | 741 | $448.6K | 0.01% | −14−1.9% | Reduced |
| Tred Avon Family Wealth, LLC | 747 | $450.6K | 0.15% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 748 | $451.3K | 0.05% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 749 | $452.1K | 0.15% | +749 | New |
| Neumann Capital Management, LLC | 750 | $452.5K | 0.13% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 753 | $454.3K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 753 | $454.3K | 0.06% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 757 | $456.8K | 0.04% | −99−11.6% | Reduced |
| Maxele Advisors, LLC | 758 | $457.3K | 0.37% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 759 | $457.9K | 0.05% | +759 | New |
| Harbor Group, Inc. | 760 | $458.5K | 0.07% | +760 | New |
| Evergreen Wealth Solutions, LLC | 766 | $462.1K | 0.06% | +766 | New |
| Ritholtz Wealth Management | 776 | $468.1K | 0.01% | +330+74.0% | Added |
| SRS Capital Advisors, Inc. | 780 | $470.5K | 0.01% | +473+154.1% | Added |
| Summit Place Financial Advisors, LLC | 780 | $470.6K | 0.23% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 780 | $470.8K | 0.26% | +2+0.3% | Added |
| Park Avenue Securities LLC | 781 | $471.0K | 0.00% | +219+39.0% | Added |
| TCG Advisory Services, LLC | 782 | $471.7K | 0.01% | −24−3.0% | Reduced |