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 |
|---|---|---|---|---|---|
| One Charles Private Wealth Services, LLC | 788 | $475.6K | 0.12% | +411+109.0% | Added |
| Diesslin Group, Inc. | 789 | $475.8K | 0.19% | +789 | New |
| Ancora Advisors, LLC | 790 | $476.6K | 0.01% | −60−7.1% | Reduced |
| Orleans Capital Management Corp | 791 | $477.2K | 0.30% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 792 | $477.6K | 0.03% | +1+0.1% | Added |
| Rehmann Capital Advisory Group | 792 | $478.0K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 795 | $479.6K | 0.01% | −18,848−96.0% | Reduced |
| CoreCap Advisors, LLC | 795 | $479.6K | 0.02% | +41+5.4% | Added |
| Invenomic Capital Management LP | 797 | $480.8K | 0.02% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $481.4K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $482.0K | 0.08% | −782−49.5% | Reduced |
| Marquette Asset Management, LLC | 800 | $482.6K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $482.6K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 810 | $488.7K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 811 | $489.3K | 0.05% | −2−0.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 818 | $493.5K | 0.30% | −163−16.6% | Reduced |
| Hobart Private Capital, LLC | 826 | $498.3K | 0.10% | +424+105.5% | Added |
| Citadel Advisors LLC | 834 | $503.1K | 0.00% | −62−6.9% | Reduced |
| Harbour Investment Management LLC | 833 | $504.5K | 0.27% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 837 | $505.1K | 0.07% | −49−5.5% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $505.6K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 838 | $505.7K | 0.07% | 00.0% | Unchanged |
| Abound Financial, LLC | 839 | $506.2K | 0.20% | 00.0% | Unchanged |
| Platform Technology Partners | 841 | $507.4K | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 841 | $507.4K | 0.15% | 00.0% | Unchanged |
| Principal Securities, Inc. | 841 | $507.6K | 0.01% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 844 | $509.2K | 0.03% | −3−0.4% | Reduced |
| DWR Wealth Management, LLC | 836 | $509.5K | 0.47% | +836 | New |
| Montis Financial, LLC | 848 | $511.3K | 0.10% | −2−0.2% | Reduced |
| Duncker Streett & Co Inc | 849 | $512.3K | 0.09% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 852 | $514.0K | 0.04% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 855 | $515.8K | 0.11% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 855 | $515.8K | 0.05% | +855 | New |
| Financial Advisory Corp | 855 | $516.0K | 0.14% | −18−2.1% | Reduced |
| Eagle Strategies LLC | 866 | $522.6K | 0.07% | −66−7.1% | Reduced |
| Naviter Wealth, LLC | 866 | $524.3K | 0.07% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 870 | $524.9K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 874 | $527.4K | 0.11% | −17−1.9% | Reduced |
| Cypress Capital Advisors, LLC | 878 | $529.7K | 0.28% | −42−4.6% | Reduced |
| Guyasuta Investment Advisors Inc | 879 | $530.0K | 0.03% | +1+0.1% | Added |
| Coordinated Financial Services, Inc. | 883 | $532.6K | 0.31% | +77+9.6% | Added |
| StoneX Group Inc. | 880 | $532.9K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 885 | $534.2K | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 887 | $535.1K | 0.00% | −727−45.0% | Reduced |
| First Business Financial Services, Inc. | 887 | $535.1K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 888 | $535.7K | 0.02% | −7−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 888 | $535.7K | 0.01% | +100+12.7% | Added |
| Creekside Partners | 889 | $536.2K | 0.23% | −6−0.7% | Reduced |
| Vertex Planning Partners, LLC | 891 | $537.6K | 0.12% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 897 | $541.1K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 899 | $542.5K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 902 | $544.0K | 0.12% | 00.0% | Unchanged |
| Dentgroup LLC | 904 | $545.5K | 0.37% | −568−38.6% | Reduced |
| Flynn Zito Capital Management, LLC | 911 | $549.7K | 0.20% | +2+0.2% | Added |
| Stablepoint Partners, LLC | 914 | $551.5K | 0.09% | +50+5.8% | Added |
| Trillium Asset Management, LLC | 920 | $555.0K | 0.02% | 00.0% | Unchanged |
| Leo Wealth, LLC | 920 | $555.1K | 0.04% | −53−5.4% | Reduced |
| JNBA Financial Advisors | 920 | $555.2K | 0.05% | −4−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 | $556.2K | 0.01% | −3−0.3% | Reduced |
| Lee Danner & Bass Inc | 925 | $558.0K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 926 | $558.6K | 0.03% | −174−15.8% | Reduced |
| HCR Wealth Advisors | 926 | $558.8K | 0.06% | 00.0% | Unchanged |
| Northland Securities, Inc. | 928 | $559.8K | 0.54% | +928 | New |
| Genesis Wealth Advisors, LLC | 931 | $561.7K | 0.38% | −30−3.1% | Reduced |
| Cfo Capital Management LLC | 932 | $562.3K | 0.42% | +932 | New |
| Bell Bank | 935 | $564.1K | 0.02% | −200−17.6% | Reduced |
| Seelaus Asset Management LLC | 939 | $566.5K | 0.45% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 935 | $566.9K | 0.16% | −46−4.7% | Reduced |
| Evernest Financial Advisors, LLC | 871 | $571.2K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 873 | $571.9K | 0.01% | −21−2.3% | Reduced |
| Glenview Trust Co | 952 | $574.3K | 0.01% | +62+7.0% | Added |
| Tower View Investment Management & Research LLC | 953 | $574.6K | 0.28% | −44−4.4% | Reduced |
| Clear Trail Advisors, LLC | 953 | $574.9K | 0.13% | +953 | New |
| BSW Wealth Partners | 960 | $579.1K | 0.07% | −151−13.6% | Reduced |
| Centiva Capital, LP | 960 | $579.1K | 0.04% | +960 | New |
| Integrated Wealth Concepts LLC | 961 | $579.8K | 0.01% | −795−45.3% | Reduced |
| Maren Capital LLC | 964 | $581.6K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 888 | $582.1K | 0.08% | +1+0.1% | Added |
| SevenBridge Financial Group, LLC | 917 | $583.1K | 0.09% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 977 | $589.5K | 0.05% | −1−0.1% | Reduced |
| Smithfield Trust Co | 984 | $591.0K | 0.03% | −375−27.6% | Reduced |
| Pollock Investment Advisors, LLC | 985 | $594.2K | 0.44% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 986 | $595.1K | 0.40% | −6−0.6% | Reduced |
| Tanager Wealth Management LLP | 988 | $596.0K | 0.06% | 00.0% | Unchanged |
| Range Advisory, LLC | 991 | $597.5K | 0.15% | +991 | New |
| Plante Moran Financial Advisors, LLC | 992 | $598.5K | 0.04% | +3+0.3% | Added |
| Seven Mile Advisory | 992 | $598.5K | 0.10% | +305+44.4% | Added |
| Mutual Advisors, LLC | 993 | $598.9K | 0.01% | −20−2.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $599.7K | 0.40% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 999 | $602.8K | 0.01% | −450−31.1% | Reduced |
| Avalon Trust Co | 1,000 | $603.3K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $603.3K | 0.14% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,007 | $607.5K | 0.05% | +92+10.1% | Added |
| Flagship Harbor Advisors, LLC | 1,007 | $607.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,010 | $609.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,011 | $609.9K | 0.02% | −3,792−79.0% | Reduced |
| Capital Investment Advisors, LLC | 1,016 | $612.9K | 0.01% | +1+0.1% | Added |
| Fortress Wealth Group, LLC | 977 | $613.0K | 0.23% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,017 | $613.7K | 0.09% | +1+0.1% | Added |
| Sanders Morris Harris LLC | 1,000 | $615.3K | 0.95% | 00.0% | Unchanged |