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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 1,023 | $617.2K | 0.07% | 00.0% | Unchanged |
| United Bank | 1,025 | $618.4K | 0.08% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,027 | $619.6K | 0.02% | +1,027 | New |
| MEMBERS Trust Co | 1,030 | $621.4K | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,031 | $622.0K | 0.03% | −124−10.7% | Reduced |
| WorthPointe, LLC | 1,032 | $622.6K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 1,039 | $626.8K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,040 | $627.5K | 0.14% | +37+3.7% | Added |
| Citizens Business Bank | 1,041 | $628.0K | 0.10% | +566+119.2% | Added |
| WBH Advisory Inc | 1,046 | $630.8K | 0.05% | +1+0.1% | Added |
| Daytona Street Capital LLC | 1,050 | $633.4K | 0.52% | +1,050 | New |
| WSFS Capital Management, LLC | 1,053 | $635.4K | 0.03% | +6+0.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 1,054 | $635.9K | 0.18% | +1,054 | New |
| Cypress Capital, LLC | 1,054 | $636.1K | 0.18% | −52−4.7% | Reduced |
| First Western Trust Bank | 1,055 | $636.5K | 0.03% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,059 | $638.8K | 0.21% | −246−18.9% | Reduced |
| River Street Advisors LLC | 1,063 | $641.3K | 0.24% | −6−0.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $641.9K | 0.05% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,067 | $643.9K | 0.09% | +6+0.6% | Added |
| Certified Advisory Corp | 1,072 | $646.4K | 0.06% | +3+0.3% | Added |
| McIlrath & Eck, LLC | 1,075 | $648.5K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,075 | $648.5K | 0.06% | +1,075 | New |
| Western Wealth Management, LLC | 1,075 | $648.5K | 0.03% | −25−2.3% | Reduced |
| Fagan Associates, Inc. | 1,077 | $650.0K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,077 | $652.1K | 0.02% | −10−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 1,083 | $653.6K | 0.05% | −2−0.2% | Reduced |
| Kanawha Capital Management LLC | 1,086 | $655.2K | 0.05% | −38−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,089 | $657.0K | 0.01% | +106+10.8% | Added |
| Vise Technologies, Inc. | 1,093 | $659.5K | 0.01% | +1,093 | New |
| Ronald Blue Trust, Inc. | 1,102 | $664.6K | 0.01% | +205+22.9% | Added |
| Advocacy Wealth Management Services, LLC | 1,104 | $666.0K | 0.03% | +1,104 | New |
| Tudor Investment Corp Et Al | 1,105 | $666.6K | 0.00% | +1,105 | New |
| Summit Asset Management, LLC | 1,108 | $668.4K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,110 | $669.6K | 0.03% | +3+0.3% | Added |
| Heritage Wealth Architects, Inc. | 1,054 | $670.5K | 0.31% | +1,054 | New |
| City National Bank of Florida | 1,119 | $675.1K | 0.44% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,121 | $676.4K | 0.06% | −17−1.5% | Reduced |
| Jacksonville Wealth Management, LLC | 1,126 | $679.5K | 0.48% | −10−0.9% | Reduced |
| Stone Point Wealth LLC | 1,128 | $680.5K | 0.18% | −55−4.6% | Reduced |
| Single Point Partners, LLC | 1,131 | $682.3K | 0.13% | −117−9.4% | Reduced |
| New Hampshire Trust | 1,134 | $684.1K | 0.13% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $687.7K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,144 | $690.2K | 0.10% | −9−0.8% | Reduced |
| Pacific Sun Financial Corp | 1,142 | $690.4K | 0.33% | −22−1.9% | Reduced |
| Livet Wealth, LLC | 1,150 | $693.8K | 0.43% | +1,150 | New |
| Finivi Inc. | 1,151 | $694.3K | 0.40% | +360+45.5% | Added |
| North Star Asset Management Inc | 1,151 | $694.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,152 | $695.0K | 0.05% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,157 | $698.0K | 0.02% | −19−1.6% | Reduced |
| Stanich Group LLC | 1,161 | $700.6K | 0.53% | +1+0.1% | Added |
| Venture Visionary Partners LLC | 1,162 | $701.1K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,165 | $702.8K | 0.10% | −106−8.3% | Reduced |
| River Wealth Advisors LLC | 1,171 | $706.4K | 0.08% | −2−0.2% | Reduced |
| XTX Topco Ltd | 1,171 | $706.4K | 0.02% | +1,171 | New |
| Marion Wealth Management | 1,111 | $706.8K | 0.16% | +3+0.3% | Added |
| CDM Financial Counseling Services, Inc. | 1,172 | $707.0K | 0.66% | +1,172 | New |
| Cascade Financial Partners, LLC | 1,175 | $708.9K | 0.07% | −88−7.0% | Reduced |
| CX Institutional | 1,176 | $709.0K | 0.02% | +100+9.3% | Added |
| Brightwater Advisory LLC | 1,177 | $710.1K | 0.48% | −21−1.8% | Reduced |
| Delap Wealth Advisory, LLC | 1,178 | $710.7K | 0.27% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,185 | $714.7K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,132 | $715.8K | 0.15% | +165+17.1% | Added |
| Sage Mountain Advisors LLC | 1,190 | $717.9K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 1,195 | $720.9K | 0.05% | +800+202.5% | Added |
| Ghe, LLC | 1,200 | $723.9K | 0.24% | +1,200 | New |
| Peak Planning Group, LLC | 1,207 | $728.4K | 0.20% | −31−2.5% | Reduced |
| Exencial Wealth Advisors, LLC | 1,208 | $728.5K | 0.02% | −38−3.0% | Reduced |
| AlphaCore Capital LLC | 1,209 | $729.5K | 0.02% | +673+125.6% | Added |
| Financial Advisory Service, Inc. | 1,214 | $732.6K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,220 | $736.0K | 0.21% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,224 | $738.3K | 0.03% | +11+0.9% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,224 | $738.4K | 0.64% | −430−26.0% | Reduced |
| Garrett Investment Advisors LLC | 1,225 | $739.0K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 1,228 | $740.8K | 0.01% | −166−11.9% | Reduced |
| Nicolet Bankshares Inc | 1,235 | $745.1K | 0.12% | −6−0.5% | Reduced |
| Urban Financial Advisory Corp | 1,236 | $745.8K | 0.29% | +3+0.2% | Added |
| Pasadena Private Wealth, LLC | 1,237 | $746.3K | 0.10% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,242 | $749.7K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,245 | $751.1K | 0.01% | 00.0% | Unchanged |
| STAR Financial Bank | 1,245 | $751.1K | 0.38% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,249 | $753.6K | 0.27% | +214+20.7% | Added |
| Miramar Capital, LLC | 1,252 | $755.3K | 0.17% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,258 | $759.2K | 0.28% | −30−2.3% | Reduced |
| Sentinel Wealth Management, Inc. | 1,260 | $762.9K | 0.63% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,265 | $763.1K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,268 | $765.0K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,277 | $770.4K | 0.70% | +1,277 | New |
| Dana Investment Advisors, Inc. | 1,284 | $774.4K | 0.02% | −1−0.1% | Reduced |
| Compass Capital Corp | 1,185 | $776.5K | 0.30% | −1,486−55.6% | Reduced |
| Pacific Financial Group Inc | 1,290 | $778.4K | 0.43% | −451−25.9% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $783.3K | 0.58% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,300 | $784.0K | 0.05% | −140−9.7% | Reduced |
| TradeLink Capital LLC | 1,300 | $784.0K | 6.27% | +390+42.9% | Added |
| Kovack Advisors, Inc. | 1,300 | $784.5K | 0.04% | +1,300 | New |
| Hohimer Wealth Management, LLC | 1,316 | $793.9K | 0.11% | 00.0% | Unchanged |
| Viawealth, LLC | 1,325 | $799.3K | 0.45% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,328 | $804.8K | 0.14% | +827+165.1% | Added |
| 3EDGE Asset Management, LP | 1,334 | $805.0K | 0.04% | +245+22.5% | Added |
| United Community Bank | 1,337 | $806.6K | 0.30% | −34−2.5% | Reduced |
| Glaxis Capital Management, LLC | 1,340 | $808.4K | 1.38% | −610−31.3% | Reduced |