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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 874 | $527.4K | 0.11% | −17−1.9% | Reduced |
| Huntleigh Advisors, Inc. | 870 | $524.9K | 0.09% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 866 | $524.3K | 0.07% | 00.0% | Unchanged |
| Eagle Strategies LLC | 866 | $522.6K | 0.07% | −66−7.1% | Reduced |
| Financial Advisory Corp | 855 | $516.0K | 0.14% | −18−2.1% | Reduced |
| Rockline Wealth Management, LLC | 855 | $515.8K | 0.11% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 855 | $515.8K | 0.05% | +855 | New |
| Litman Gregory Asset Management LLC | 852 | $514.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 849 | $512.3K | 0.09% | 00.0% | Unchanged |
| Montis Financial, LLC | 848 | $511.3K | 0.10% | −2−0.2% | Reduced |
| DWR Wealth Management, LLC | 836 | $509.5K | 0.47% | +836 | New |
| Midland Wealth Advisors LLC | 844 | $509.2K | 0.03% | −3−0.4% | Reduced |
| Principal Securities, Inc. | 841 | $507.6K | 0.01% | 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 |
| Abound Financial, LLC | 839 | $506.2K | 0.20% | 00.0% | Unchanged |
| Apollon Financial, LLC | 838 | $505.7K | 0.07% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $505.6K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 837 | $505.1K | 0.07% | −49−5.5% | Reduced |
| Harbour Investment Management LLC | 833 | $504.5K | 0.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 834 | $503.1K | 0.00% | −62−6.9% | Reduced |
| Hobart Private Capital, LLC | 826 | $498.3K | 0.10% | +424+105.5% | Added |
| Blackston Financial Advisory Group, LLC | 818 | $493.5K | 0.30% | −163−16.6% | Reduced |
| Toth Financial Advisory Corp | 811 | $489.3K | 0.05% | −2−0.2% | Reduced |
| Parcion Private Wealth LLC | 810 | $488.7K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $482.6K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $482.6K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 799 | $482.0K | 0.08% | −782−49.5% | Reduced |
| Roof Eidam & Maycock | 798 | $481.4K | 0.11% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 797 | $480.8K | 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 |
| Rehmann Capital Advisory Group | 792 | $478.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 792 | $477.6K | 0.03% | +1+0.1% | Added |
| Orleans Capital Management Corp | 791 | $477.2K | 0.30% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 790 | $476.6K | 0.01% | −60−7.1% | Reduced |
| Diesslin Group, Inc. | 789 | $475.8K | 0.19% | +789 | New |
| One Charles Private Wealth Services, LLC | 788 | $475.6K | 0.12% | +411+109.0% | Added |
| TCG Advisory Services, LLC | 782 | $471.7K | 0.01% | −24−3.0% | Reduced |
| Park Avenue Securities LLC | 781 | $471.0K | 0.00% | +219+39.0% | Added |
| Objectivity Squared, LLC | 780 | $470.8K | 0.26% | +2+0.3% | Added |
| Summit Place Financial Advisors, LLC | 780 | $470.6K | 0.23% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 780 | $470.5K | 0.01% | +473+154.1% | Added |
| Ritholtz Wealth Management | 776 | $468.1K | 0.01% | +330+74.0% | Added |
| Evergreen Wealth Solutions, LLC | 766 | $462.1K | 0.06% | +766 | New |
| Harbor Group, Inc. | 760 | $458.5K | 0.07% | +760 | New |
| Curated Wealth Partners LLC | 759 | $457.9K | 0.05% | +759 | New |
| Maxele Advisors, LLC | 758 | $457.3K | 0.37% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 757 | $456.8K | 0.04% | −99−11.6% | Reduced |
| LS Investment Advisors, LLC | 753 | $454.3K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 753 | $454.3K | 0.06% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 750 | $452.5K | 0.13% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 749 | $452.1K | 0.15% | +749 | New |
| Rodgers Brothers Inc. | 748 | $451.3K | 0.05% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 747 | $450.6K | 0.15% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 741 | $448.6K | 0.01% | −14−1.9% | Reduced |
| PFG Investments, LLC | 741 | $447.1K | 0.02% | +18+2.5% | Added |
| Breachway Investments LLC | 734 | $442.9K | 0.47% | +734 | New |
| Gladstone Institutional Advisory LLC | 734 | $442.8K | 0.02% | 00.0% | Unchanged |
| Betterment LLC | 732 | $442.0K | 0.00% | +54+8.0% | Added |
| Ardent Capital Management, Inc. | 730 | $440.4K | 0.17% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 728 | $439.2K | 0.10% | −4−0.5% | Reduced |
| Arrowroot Family Office, LLC | 723 | $436.5K | 0.16% | −45−5.9% | Reduced |
| Wagner Wealth Management, LLC | 722 | $435.6K | 0.09% | +722 | New |
| PFG Advisors | 721 | $435.0K | 0.02% | −6,254−89.7% | Reduced |
| Isthmus Partners, LLC | 718 | $433.2K | 0.05% | +200+38.6% | Added |
| Capital Advisors, Ltd. LLC | 717 | $433.0K | 0.05% | −7−1.0% | Reduced |
| Measured Risk Portfolios, Inc. | 717 | $432.6K | 0.50% | +1+0.1% | Added |
| Ellerson Group Inc | 715 | $431.3K | 0.29% | 00.0% | Unchanged |
| Field & Main Bank | 714 | $430.7K | 0.12% | 00.0% | Unchanged |
| Lawood & Co | 710 | $428.3K | 0.41% | +710 | New |
| Prosperity Consulting Group, LLC | 708 | $427.1K | 0.02% | 00.0% | Unchanged |
| Selby Wealth Management, LLC | 706 | $426.1K | 0.17% | +706 | New |
| Coquina Private Wealth LLC | 706 | $425.9K | 0.34% | +706 | New |
| Sigma Investment Counselors Inc | 704 | $424.7K | 0.02% | −20−2.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 704 | $424.7K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $424.1K | 0.31% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 702 | $423.5K | 0.04% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 702 | $423.5K | 0.13% | 00.0% | Unchanged |
| Arwa LLC | 702 | $423.4K | 0.25% | +702 | New |
| Money Concepts Capital Corp | 701 | $423.0K | 0.02% | +701 | New |
| Brand Asset Management Group, Inc. | 701 | $422.9K | 0.12% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 701 | $422.9K | 0.20% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 698 | $422.6K | 0.04% | −49−6.6% | 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 |
| OneAscent Financial Services LLC | 699 | $421.7K | 0.04% | −1,129−61.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 698 | $420.9K | 0.17% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 690 | $416.3K | 0.02% | +95+16.0% | Added |
| JDM Financial Group LLC | 689 | $415.7K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 689 | $415.5K | 0.06% | +16+2.4% | Added |
| Heartwood Wealth Advisors LLC | 688 | $415.1K | 0.04% | −1−0.1% | Reduced |
| CM Wealth Advisors LLC | 685 | $414.7K | 0.09% | +56+8.9% | Added |
| Bedel Financial Consulting, Inc. | 687 | $414.5K | 0.04% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 686 | $413.7K | 0.19% | +2+0.3% | Added |
| Capital Advisors Inc | 683 | $412.0K | 0.01% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 679 | $411.1K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 681 | $410.8K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 675 | $407.2K | 0.04% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 672 | $405.4K | 0.13% | +672 | New |