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 |
|---|---|---|---|---|---|
| McMillan Office, Inc. | 670 | $404.2K | 0.05% | +670 | New |
| Ayrshire Capital Management LLC | 667 | $402.4K | 0.18% | 00.0% | Unchanged |
| Wealth Architects, LLC | 666 | $401.8K | 0.04% | −97−12.7% | Reduced |
| Clearwater Capital Advisors, LLC | 662 | $399.4K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 660 | $398.2K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 658 | $397.0K | 0.08% | +658 | New |
| Spears Abacus Advisors LLC | 655 | $395.1K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $394.5K | 0.01% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 650 | $392.1K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $392.1K | 0.15% | 00.0% | Unchanged |
| Washington Trust Bank | 649 | $391.5K | 0.03% | −23−3.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 645 | $389.1K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $389.1K | 0.00% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 640 | $387.5K | 0.45% | +640 | New |
| Farmers & Merchants Investments Inc | 637 | $384.3K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 636 | $383.7K | 0.01% | +191+42.9% | Added |
| MLP3, LLC | 622 | $375.3K | 0.41% | +622 | New |
| Asset Dedication, LLC | 622 | $375.2K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 620 | $374.0K | 0.02% | +620 | New |
| Green Harvest Asset Management LLC | 619 | $373.4K | 0.01% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 618 | $372.8K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 618 | $372.8K | 0.04% | +18+3.0% | Added |
| Eagle Bay Advisors LLC | 613 | $371.2K | 0.27% | +613 | New |
| Howard Capital Management Group, LLC | 615 | $371.0K | 0.02% | −40−6.1% | Reduced |
| Pandora Wealth, Inc. | 613 | $369.8K | 0.22% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 612 | $369.4K | 0.04% | −172−21.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 603 | $363.8K | 0.15% | 00.0% | Unchanged |
| Seascape Capital Management | 600 | $362.0K | 0.10% | −88−12.8% | Reduced |
| TriaGen Wealth Management LLC | 600 | $362.0K | 0.09% | 00.0% | Unchanged |
| Summa Corp. | 600 | $362.0K | 0.16% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 599 | $361.4K | 0.16% | −111−15.6% | Reduced |
| Scarborough Advisors, LLC | 598 | $360.8K | 0.06% | −2−0.3% | Reduced |
| Ledyard National Bank | 598 | $360.8K | 0.03% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 597 | $360.2K | 0.06% | 00.0% | Unchanged |
| Members Wealth LLC | 562 | $357.5K | 0.22% | −16−2.8% | Reduced |
| Altfest L J & Co Inc | 592 | $357.4K | 0.04% | −30−4.8% | Reduced |
| Claro Advisors LLC | 592 | $357.1K | 0.05% | −38−6.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 551 | $356.6K | 0.08% | −1,500−73.1% | Reduced |
| Well Done, LLC | 590 | $355.9K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 590 | $355.9K | 0.04% | +225+61.6% | Added |
| Beaird Harris Wealth Management, LLC | 588 | $354.7K | 0.02% | +588 | New |
| Berkeley, Inc | 586 | $353.5K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 586 | $353.5K | 0.12% | +107+22.3% | Added |
| Parallel Advisors, LLC | 585 | $353.4K | 0.01% | −15−2.5% | Reduced |
| Financial Council Asset Management Inc | 585 | $352.9K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 565 | $352.5K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 581 | $350.4K | 0.13% | +2+0.3% | Added |
| Cortland Associates Inc | 580 | $350.0K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 579 | $349.5K | 0.02% | −35−5.7% | Reduced |
| Norden Group LLC | 578 | $348.7K | 0.03% | −108−15.7% | Reduced |
| SNS Financial Group, LLC | 575 | $348.1K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 576 | $347.5K | 0.06% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $346.9K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 572 | $345.1K | 0.20% | −209−26.8% | Reduced |
| Catalytic Wealth RIA, LLC | 570 | $343.9K | 0.01% | −400−41.2% | Reduced |
| Northeast Planning Associates, Inc. | 570 | $343.9K | 0.24% | 00.0% | Unchanged |
| Novare Capital Management LLC | 568 | $342.7K | 0.03% | +27+5.0% | Added |
| Financial Counselors Inc | 568 | $342.7K | 0.48% | −2−0.4% | Reduced |
| J. Team Financial, Inc. | 565 | $340.8K | 0.34% | −48−7.8% | Reduced |
| Ellis Investment Partners, LLC | 564 | $340.7K | 0.06% | −11−1.9% | Reduced |
| Bridges Investment Management Inc | 563 | $339.6K | 0.00% | −97−14.7% | Reduced |
| Paragon Capital Management LLC | 563 | $339.6K | 0.17% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $339.0K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 562 | $339.0K | 0.01% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 558 | $336.6K | 0.27% | −47−7.8% | Reduced |
| High Net Worth Advisory Group LLC | 557 | $336.0K | 0.08% | +1+0.2% | Added |
| Umb Bank N A | 557 | $336.0K | 0.00% | +272+95.4% | Added |
| Anchor Capital Advisors LLC | 555 | $334.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 554 | $334.2K | 0.02% | 00.0% | Unchanged |
| WP Advisors, LLC | 553 | $333.5K | 0.08% | +2+0.4% | Added |
| Redwood Park Advisors LLC | 553 | $333.4K | 0.23% | −206−27.1% | Reduced |
| 49 Wealth Management, LLC | 550 | $331.8K | 0.03% | −29−5.0% | Reduced |
| Heritage Trust Co | 544 | $328.2K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 541 | $326.8K | 0.00% | +541 | New |
| Empirical Asset Management, LLC | 541 | $326.4K | 0.09% | +1+0.2% | Added |
| Bouchey Financial Group Ltd | 536 | $324.5K | 0.02% | 00.0% | Unchanged |
| BIP Wealth, LLC | 538 | $324.3K | 0.01% | +538 | New |
| May Barnhard Investments LLC | 537 | $324.3K | 0.15% | −1−0.2% | Reduced |
| Ballast Rock Private Wealth LLC | 535 | $324.0K | 0.20% | +535 | New |
| XY Planning Network, Inc. | 534 | $322.2K | 0.06% | −75−12.3% | Reduced |
| LRI Investments, LLC | 532 | $320.7K | 0.03% | −21−3.8% | Reduced |
| Visionary Wealth Advisors | 529 | $319.2K | 0.01% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 526 | $317.3K | 0.27% | +526 | New |
| Medallion Wealth Advisors, LLC | 524 | $315.8K | 0.11% | +1+0.2% | Added |
| Bangor Savings Bank | 523 | $315.6K | 0.03% | −1−0.2% | Reduced |
| Trexquant Investment LP | 523 | $315.5K | 0.00% | −242−31.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 523 | $315.5K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $314.9K | 0.05% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 521 | $314.3K | 0.15% | −11−2.1% | Reduced |
| Guidance Point Advisors, LLC | 517 | $313.1K | 0.07% | +15+3.0% | Added |
| Wealthcare Capital Management LLC | 519 | $313.1K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 516 | $311.3K | 0.12% | −190−26.9% | Reduced |
| Camden National Bank | 516 | $311.3K | 0.04% | 00.0% | Unchanged |
| Libra Wealth LLC | 515 | $310.7K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 511 | $308.3K | 0.05% | −431−45.8% | Reduced |
| KWMG, LLC | 508 | $306.5K | 0.03% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 508 | $306.5K | 0.17% | +508 | New |
| Pathfinder Wealth Consulting, Inc. | 504 | $304.1K | 0.19% | +504 | New |
| Good Harbor Advisors, Inc. | 503 | $303.4K | 0.35% | +503 | New |
| Shaker Investments LLC | 500 | $301.6K | 0.13% | −112−18.3% | Reduced |