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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 1,345 | $811.4K | 0.24% | +542+67.5% | Added |
| McGuire Investment Group, LLC | 1,354 | $816.8K | 0.09% | −17−1.2% | Reduced |
| Omega Financial Group, LLC | 1,361 | $821.3K | 0.27% | −52−3.7% | Reduced |
| BankPlus Trust Department | 1,362 | $821.7K | 0.21% | −18−1.3% | Reduced |
| Opulen Financial Group LLC | 1,363 | $822.4K | 0.60% | +196+16.8% | Added |
| D.A. Davidson & Co. | 1,365 | $823.7K | 0.01% | −28−2.0% | Reduced |
| Ashford Advisors, LLC | 1,361 | $824.0K | 0.18% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,369 | $825.9K | 0.28% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,370 | $826.5K | 0.26% | −34−2.4% | Reduced |
| Tennessee Valley Asset Management Partners | 1,372 | $827.7K | 0.11% | +1+0.1% | Added |
| M. Kraus & Co | 1,375 | $829.5K | 0.23% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $832.5K | 0.24% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,382 | $833.8K | 0.50% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,388 | $837.4K | 0.04% | −5−0.4% | Reduced |
| Sawgrass Asset Management LLC | 1,393 | $840.4K | 0.11% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,398 | $843.5K | 0.06% | +111+8.6% | Added |
| Lam Group, Inc. | 1,400 | $844.6K | 0.48% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,400 | $844.6K | 0.01% | +326+30.4% | Added |
| Samalin Investment Counsel, LLC | 1,402 | $845.8K | 0.30% | −25−1.8% | Reduced |
| LCNB Corp | 1,405 | $847.6K | 0.28% | −35−2.4% | Reduced |
| Leisure Capital Management | 1,405 | $847.6K | 0.28% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 1,414 | $852.9K | 0.87% | +1,414 | New |
| Alesco Advisors LLC | 1,415 | $853.6K | 0.02% | −4−0.3% | Reduced |
| IFP Advisors, Inc | 1,416 | $854.2K | 0.02% | −115−7.5% | Reduced |
| Clarius Group, LLC | 1,426 | $860.3K | 0.05% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 1,429 | $862.2K | 0.53% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,426 | $863.5K | 0.14% | +23+1.6% | Added |
| Carrera Capital Advisors | 1,427 | $864.1K | 0.15% | −5−0.3% | Reduced |
| BigSur Wealth Management LLC | 1,440 | $871.9K | 0.21% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,447 | $872.9K | 0.58% | +30+2.1% | Added |
| Sequoia Financial Advisors, LLC | 1,447 | $873.2K | 0.00% | −34−2.3% | Reduced |
| Petix & Botte Co | 1,450 | $874.8K | 0.20% | 00.0% | Unchanged |
| Park National Corp | 1,450 | $874.8K | 0.03% | +171+13.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,455 | $877.5K | 0.11% | −10−0.7% | Reduced |
| Rothschild Capital Partners, LLC | 1,457 | $878.9K | 0.21% | +4+0.3% | Added |
| Tritonpoint Wealth, LLC | 1,457 | $882.2K | 0.09% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,463 | $882.6K | 0.17% | −14−0.9% | Reduced |
| Rialto Wealth Management, LLC | 1,463 | $882.6K | 0.21% | −8−0.5% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,469 | $886.2K | 0.69% | +1,469 | New |
| Roberts Glore & Co Inc | 1,471 | $887.4K | 0.24% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,471 | $887.6K | 0.03% | +814+123.9% | Added |
| AE Wealth Management LLC | 1,479 | $892.5K | 0.01% | +20+1.4% | Added |
| Coastal Bridge Advisors, LLC | 1,482 | $893.7K | 0.07% | +118+8.7% | Added |
| General Partner, Inc. | 1,484 | $895.3K | 0.51% | 00.0% | Unchanged |
| Vista Investment Management | 1,494 | $901.3K | 0.30% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,494 | $902.0K | 0.00% | +694+86.8% | Added |
| Prosperity Planning, Inc. | 1,497 | $903.1K | 0.24% | −24−1.6% | Reduced |
| ZRC Wealth Management, LLC | 1,499 | $904.4K | 0.32% | +2+0.1% | Added |
| Retirement Capital Strategies | 1,502 | $906.1K | 0.34% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,502 | $906.1K | 0.39% | +230+18.1% | Added |
| Warner Financial, Inc | 1,504 | $907.0K | 0.31% | +1+0.1% | Added |
| American Money Management, LLC | 1,510 | $911.0K | 0.14% | −3−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,512 | $912.0K | 0.01% | +953+170.5% | Added |
| Gen-Wealth Partners Inc | 1,513 | $912.8K | 0.29% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,516 | $914.0K | 0.26% | −11−0.7% | Reduced |
| Peterson Wealth Services | 1,515 | $914.1K | 0.23% | +990+188.6% | Added |
| Clarendon Private LLC | 1,522 | $918.4K | 0.78% | +4+0.3% | Added |
| Greystone Financial Group, LLC | 1,527 | $920.9K | 0.14% | −81−5.0% | Reduced |
| Davenport & Co LLC | 1,528 | $921.8K | 0.00% | +267+21.2% | Added |
| Bridgewater Advisors Inc. | 1,435 | $921.9K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,531 | $929.3K | 0.22% | −3,097−66.9% | Reduced |
| Moors & Cabot, Inc. | 1,542 | $930.3K | 0.04% | +16+1.0% | Added |
| Braun Stacey Associates Inc | 1,549 | $934.5K | 0.03% | −68−4.2% | Reduced |
| Sachetta, LLC | 1,549 | $934.7K | 0.51% | +2+0.1% | Added |
| Atomi Financial Group, Inc. | 1,553 | $936.9K | 0.03% | −168−9.8% | Reduced |
| Point72 Asset Management, L.P. | 1,580 | $953.2K | 0.00% | +1,580 | New |
| M3 Advisory Group, LLC | 1,581 | $953.7K | 0.58% | +41+2.7% | Added |
| Beacon Financial Advisory LLC | 1,586 | $956.8K | 0.22% | −15−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,587 | $957.4K | 0.01% | +255+19.1% | Added |
| Renaissance Investment Group LLC | 1,593 | $961.0K | 0.19% | −267−14.4% | Reduced |
| InTrack Investment Management Inc | 1,599 | $964.4K | 0.54% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,600 | $965.2K | 0.18% | −137−7.9% | Reduced |
| Sig Brokerage, LP | 1,600 | $965.2K | 0.32% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,605 | $968.3K | 0.12% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,612 | $972.7K | 0.17% | −46−2.8% | Reduced |
| Orgel Wealth Management, LLC | 1,614 | $973.7K | 0.02% | −21−1.3% | Reduced |
| Aegis Wealth Management, Inc. | 1,616 | $975.0K | 0.77% | +1,616 | New |
| Vaughan David Investments LLC | 1,626 | $981.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,627 | $981.5K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,634 | $985.8K | 0.01% | +614+60.2% | Added |
| Aprio Wealth Management, LLC | 1,637 | $987.4K | 0.06% | +924+129.6% | Added |
| Berger Financial Group, Inc | 1,640 | $989.4K | 0.06% | −60−3.5% | Reduced |
| Old North State Trust, LLC | 1,648 | $994.0K | 0.59% | −4−0.2% | Reduced |
| Jordan Park Group LLC | 1,664 | $1.00M | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,665 | $1.00M | 0.06% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.01M | 0.73% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,674 | $1.01M | 0.41% | 00.0% | Unchanged |
| Darrow Company, Inc. | 1,683 | $1.02M | 0.46% | 00.0% | Unchanged |
| Wealth Alliance | 1,685 | $1.02M | 0.10% | +645+62.0% | Added |
| First Financial Corp | 1,691 | $1.02M | 0.39% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,687 | $1.02M | 0.03% | +1,300+335.9% | Added |
| Paragon Capital Management Ltd | 1,700 | $1.03M | 0.20% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,728 | $1.05M | 0.22% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,739 | $1.05M | 0.14% | −69−3.8% | Reduced |
| Lynch & Associates | 1,740 | $1.05M | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,750 | $1.06M | 0.04% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,758 | $1.06M | 0.05% | −19−1.1% | Reduced |
| SFM, LLC | 1,765 | $1.06M | 0.62% | −2−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 1,765 | $1.06M | 0.01% | +654+58.9% | Added |
| Parsons Capital Management Inc | 1,768 | $1.07M | 0.06% | +9+0.5% | Added |