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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 1,776 | $1.07M | 0.00% | +51+3.0% | Added |
| Capital Advantage, Inc. | 1,786 | $1.08M | 0.15% | −6−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.08M | 0.17% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,793 | $1.08M | 0.03% | −763−29.9% | Reduced |
| Koss-Olinger Consulting, LLC | 1,798 | $1.08M | 0.08% | −112−5.9% | Reduced |
| Manchester Capital Management LLC | 1,799 | $1.09M | 0.15% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,805 | $1.09M | 0.03% | −188−9.4% | Reduced |
| Acorn Wealth Advisors, LLC | 1,806 | $1.09M | 0.32% | −391−17.8% | Reduced |
| Horizon Investments, LLC | 1,809 | $1.09M | 0.01% | −81−4.3% | Reduced |
| White Pine Capital LLC | 1,810 | $1.09M | 0.30% | −121−6.3% | Reduced |
| Sunpointe, LLC | 1,805 | $1.09M | 0.36% | −12−0.7% | Reduced |
| BancorpSouth Bank | 1,818 | $1.10M | 0.06% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,828 | $1.10M | 0.24% | −21−1.1% | Reduced |
| Rockland Trust Co | 1,831 | $1.10M | 0.04% | +234+14.7% | Added |
| E&G Advisors, LP | 1,835 | $1.11M | 0.25% | +41+2.3% | Added |
| Howe & Rusling Inc | 1,840 | $1.11M | 0.07% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 1,844 | $1.11M | 0.21% | +631+52.0% | Added |
| SkyView Investment Advisors, LLC | 1,850 | $1.12M | 0.14% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,850 | $1.12M | 0.42% | +100+5.7% | Added |
| Axxcess Wealth Management, LLC | 1,862 | $1.12M | 0.02% | −687−27.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.13M | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.13M | 0.41% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.13M | 0.02% | −15−0.8% | Reduced |
| Taylor Financial Group, Inc. | 1,883 | $1.14M | 0.67% | −32−1.7% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.14M | 0.55% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,887 | $1.14M | 0.07% | −38−2.0% | Reduced |
| Trust Co of Vermont | 1,896 | $1.14M | 0.05% | +696+58.0% | Added |
| Maltin Wealth Management, Inc. | 1,897 | $1.14M | 0.46% | +5+0.3% | Added |
| High Falls Advisors, Inc | 1,902 | $1.15M | 0.23% | −100−5.0% | Reduced |
| First City Capital Management, Inc. | 1,910 | $1.15M | 0.61% | +428+28.9% | Added |
| Lyell Wealth Management, LP | 1,913 | $1.15M | 0.08% | −11−0.6% | Reduced |
| Fiera Capital Corp | 1,913 | $1.15M | 0.00% | +85+4.6% | Added |
| Pine Valley Investments Ltd Liability Co | 1,922 | $1.16M | 0.06% | −21−1.1% | Reduced |
| Stephens Inc | 1,928 | $1.16M | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,930 | $1.16M | 0.02% | −41−2.1% | Reduced |
| Boston Private Wealth LLC | 1,932 | $1.17M | 0.07% | −251−11.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,935 | $1.17M | 0.03% | −25−1.3% | Reduced |
| Burling Wealth Partners, LLC | 1,941 | $1.17M | 0.18% | −3−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,866 | $1.17M | 0.25% | +131+7.6% | Added |
| SOA Wealth Advisors, LLC. | 1,946 | $1.17M | 0.20% | −27−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 1,955 | $1.18M | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,962 | $1.18M | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,978 | $1.19M | 0.04% | −6,550−76.8% | Reduced |
| Clear Harbor Asset Management, LLC | 1,981 | $1.20M | 0.08% | −45−2.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,983 | $1.20M | 0.19% | +1+0.1% | Added |
| FF Advisors,LLC | 1,984 | $1.20M | 0.53% | −9−0.5% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.20M | 0.44% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,991 | $1.21M | 0.20% | +771+63.2% | Added |
| Capital Planning Advisors, LLC | 2,000 | $1.21M | 0.16% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 2,000 | $1.21M | 0.90% | +1,000+100.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.21M | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,022 | $1.22M | 0.06% | +1,099+119.1% | Added |
| Gator Capital Management, LLC | 2,028 | $1.22M | 0.25% | +221+12.2% | Added |
| Osborne Partners Capital Management, LLC | 2,034 | $1.23M | 0.06% | −381−15.8% | Reduced |
| Bill Few Associates, Inc. | 2,036 | $1.23M | 0.30% | +6+0.3% | Added |
| Gryphon Financial Partners LLC | 2,041 | $1.23M | 0.13% | −95−4.4% | Reduced |
| TruWealth Advisors, LLC | 2,050 | $1.24M | 0.06% | −51−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 2,053 | $1.24M | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 2,053 | $1.24M | 0.00% | +2,053 | New |
| Oxford Financial Group Ltd | 2,055 | $1.24M | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,057 | $1.24M | 0.02% | −232−10.1% | Reduced |
| Frisch Financial Group, Inc. | 2,061 | $1.24M | 0.28% | +5+0.2% | Added |
| Sunbeam Capital Management, LLC | 2,063 | $1.24M | 0.74% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,067 | $1.25M | 0.23% | −1,165−36.0% | Reduced |
| Evanson Asset Management, LLC | 2,071 | $1.25M | 0.07% | +4+0.2% | Added |
| Bank of Hawaii | 2,087 | $1.26M | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 2,111 | $1.27M | 0.10% | −591−21.9% | Reduced |
| Granite Bay Wealth Management, LLC | 2,116 | $1.28M | 0.31% | +5+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 2,120 | $1.28M | 0.28% | −176−7.7% | Reduced |
| Emprise Bank | 2,121 | $1.28M | 0.53% | +25+1.2% | Added |
| Cannon Capital Management, Inc. | 2,121 | $1.28M | 1.13% | +2,121 | New |
| Toronto Dominion Bank | 2,123 | $1.28M | 0.00% | +2,023+2,023.0% | Added |
| Sentinel Trust Co Lba | 2,124 | $1.28M | 0.13% | −10.0% | Reduced |
| L & S Advisors Inc | 2,124 | $1.28M | 0.12% | +29+1.4% | Added |
| SOL Capital Management CO | 2,125 | $1.28M | 0.12% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,127 | $1.28M | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 2,129 | $1.28M | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,131 | $1.29M | 0.09% | −151−6.6% | Reduced |
| Wealth Watch Advisors, INC | 2,143 | $1.29M | 0.48% | +58+2.8% | Added |
| Bear Mountain Capital, Inc. | 2,019 | $1.30M | 0.42% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,148 | $1.30M | 0.33% | −58−2.6% | Reduced |
| Montecito Bank & Trust | 2,161 | $1.30M | 0.21% | −239−10.0% | Reduced |
| Berkshire Money Management, Inc. | 2,163 | $1.31M | 0.12% | +2,163 | New |
| Signal Tree Financial Partners LLC | 2,189 | $1.32M | 1.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,203 | $1.33M | 0.05% | −197−8.2% | Reduced |
| Kennebec Savings Bank | 2,210 | $1.33M | 1.15% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,227 | $1.34M | 0.19% | +132+6.3% | Added |
| WJ Financial Advisors LLC | 2,236 | $1.35M | 1.20% | +150+7.2% | Added |
| Tompkins Financial Corp | 2,241 | $1.35M | 0.11% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,257 | $1.36M | 0.11% | +285+14.5% | Added |
| Allred Capital Management, LLC | 2,263 | $1.37M | 0.49% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,267 | $1.37M | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,279 | $1.37M | 0.60% | +5+0.2% | Added |
| Wedbush Securities Inc | 2,287 | $1.38M | 0.04% | +2+0.1% | Added |
| Nwam LLC | 2,227 | $1.39M | 0.08% | +1,123+101.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,311 | $1.39M | 0.46% | −46−2.0% | Reduced |
| Summit Trail Advisors, LLC | 2,310 | $1.40M | 0.02% | −164−6.6% | Reduced |
| Quarry LP | 2,325 | $1.40M | 0.23% | +2,325 | New |
| GAMMA Investing LLC | 2,331 | $1.41M | 0.07% | +77+3.4% | Added |
| Thrivent Financial for Lutherans | 2,335 | $1.42M | 0.00% | 00.0% | Unchanged |