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 |
|---|---|---|---|---|---|
| Evolution Wealth Advisors, LLC | 500 | $301.6K | 0.03% | −95−16.0% | Reduced |
| MBL Wealth, LLC | 500 | $301.6K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 499 | $301.0K | 0.07% | −56−10.1% | Reduced |
| Burney Co | 497 | $299.8K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 494 | $298.6K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 491 | $296.2K | 0.13% | −19−3.7% | Reduced |
| marrick wealth, LLC | 488 | $294.4K | 0.24% | +488 | New |
| Western Reserve Capital Management, LLC | 488 | $294.4K | 0.27% | +488 | New |
| Evolve Private Wealth, LLC | 484 | $293.0K | 0.02% | +484 | New |
| BFSG, LLC | 485 | $292.6K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 485 | $292.6K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 484 | $292.1K | 0.02% | −1−0.2% | Reduced |
| Tranquility Partners, LLC | 483 | $291.4K | 0.10% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 476 | $287.2K | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 475 | $286.6K | 0.01% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 474 | $286.0K | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $284.0K | 0.21% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 470 | $283.5K | 0.17% | −41−8.0% | Reduced |
| JSF Financial, LLC | 469 | $282.9K | 0.06% | −49−9.5% | Reduced |
| PDS Planning, Inc | 468 | $282.3K | 0.02% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 467 | $281.7K | 0.00% | +467 | New |
| Essex Savings Bank | 467 | $281.7K | 0.06% | −20−4.1% | Reduced |
| Bensler, LLC | 466 | $281.2K | 0.03% | +1+0.2% | Added |
| WealthTrust Axiom LLC | 466 | $281.2K | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $281.2K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $281.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 465 | $280.5K | 0.01% | +23+5.2% | Added |
| King Luther Capital Management Corp | – | $280.5K | 0.00% | – | – |
| Root Financial Partners, LLC | 465 | $280.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 464 | $280.0K | 0.09% | +1+0.2% | Added |
| Sapient Capital LLC | 457 | $279.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 463 | $279.3K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 463 | $279.0K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $277.5K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $277.5K | 0.08% | 00.0% | Unchanged |
| Ticino Wealth | 460 | $277.5K | 0.10% | +460 | New |
| Global Assets Advisory, LLC | 459 | $276.9K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 457 | $276.5K | 0.01% | −77−14.4% | Reduced |
| Ruggiero Investments, Inc. | 458 | $276.3K | 0.25% | +458 | New |
| Adkins Seale Capital Management LLC | 458 | $276.3K | 0.27% | +458 | New |
| Creative Financial Designs Inc | 457 | $275.9K | 0.02% | −4−0.9% | Reduced |
| Signet Financial Management, LLC | 456 | $275.1K | 0.03% | −115−20.1% | Reduced |
| Northstar Asset Management Inc | 456 | $275.1K | 0.07% | −1−0.2% | Reduced |
| Exeter Financial, LLC | 450 | $271.5K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 450 | $271.5K | 0.03% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $271.5K | 0.26% | 00.0% | Unchanged |
| Entrust Financial LLC | 450 | $271.5K | 0.20% | +450 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 448 | $270.2K | 0.01% | −65−12.7% | Reduced |
| Fermata Advisors, LLC | 447 | $269.8K | 0.06% | +11+2.5% | Added |
| Per Stirling Capital Management, LLC. | 445 | $268.7K | 0.03% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 445 | $268.5K | 0.07% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $268.5K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 427 | $268.4K | 0.01% | +1+0.2% | Added |
| Aquire Wealth Advisors, LLC | 444 | $267.9K | 0.07% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 444 | $267.8K | 0.19% | +7+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 443 | $267.3K | 0.00% | −5−1.1% | Reduced |
| Oder Investment Management, LLC | 443 | $267.3K | 0.19% | 00.0% | Unchanged |
| National Bank of Canada | 443 | $267.2K | 0.00% | +32+7.8% | Added |
| TD Asset Management Inc | 442 | $266.6K | 0.00% | −100−18.5% | Reduced |
| BlueChip Wealth Advisors LLC | 442 | $266.6K | 0.11% | +29+7.0% | Added |
| Heritage Wealth Management, Inc. | 441 | $265.9K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 439 | $264.9K | 0.01% | +439 | New |
| Shufro Rose & Co LLC | 436 | $263.2K | 0.02% | +10+2.3% | Added |
| Signaturefd, LLC | 436 | $263.1K | 0.00% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 436 | $263.1K | 0.06% | +1+0.2% | Added |
| Vision Retirement, LLC | 434 | $262.1K | 0.07% | +434 | New |
| Inscription Capital, LLC | 434 | $261.7K | 0.03% | +1+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 433 | $261.2K | 0.05% | −40−8.5% | Reduced |
| Simplicity Wealth,LLC | 432 | $260.7K | 0.02% | −1,141−72.5% | Reduced |
| Briaud Financial Planning, Inc | 432 | $260.6K | 0.06% | +432 | New |
| Allegheny Financial Group LTD | 431 | $260.5K | 0.04% | −15−3.4% | Reduced |
| Symphony Financial, Ltd. Co. | 427 | $260.5K | 0.03% | +1+0.2% | Added |
| William Mack & Associates, Inc. | 431 | $260.0K | 0.12% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 431 | $259.9K | 0.10% | +1+0.2% | Added |
| Van Strum & Towne Inc. | 430 | $259.4K | 0.07% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 430 | $259.4K | 0.04% | +430 | New |
| Broadway Wealth Solutions, Inc. | 427 | $257.6K | 0.14% | 00.0% | Unchanged |
| Legacy Trust | 426 | $257.0K | 0.05% | −5−1.2% | Reduced |
| Unified Investment Management | 425 | $256.4K | 0.26% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $256.4K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 424 | $255.8K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 423 | $255.2K | 0.01% | +423 | New |
| CapWealth Advisors, LLC | 422 | $254.6K | 0.02% | −7−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 422 | $254.6K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 421 | $254.0K | 0.09% | −1−0.2% | Reduced |
| Trust Co of Virginia | 420 | $253.4K | 0.02% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 419 | $253.0K | 0.14% | −49−10.5% | Reduced |
| Charter Trust Co | 414 | $249.8K | 0.01% | −90−17.9% | Reduced |
| Trust Co | 411 | $247.9K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 409 | $246.4K | 0.00% | −63−13.3% | Reduced |
| First Pacific Financial | 408 | $246.0K | 0.03% | −24−5.6% | Reduced |
| Powerhouse Assets LLC | 408 | $245.8K | 0.22% | +408 | New |
| Great Lakes Advisors, LLC | 406 | $244.9K | 0.00% | +406 | New |
| UBS Asset Management Americas Inc | 405 | $244.3K | 0.00% | +405 | New |
| OxenFree Capital LLC | 405 | $244.3K | 0.13% | +405 | New |
| Geneos Wealth Management Inc. | 404 | $244.0K | 0.01% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 404 | $243.7K | 0.20% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $241.3K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $241.3K | 0.04% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $241.3K | 0.02% | 00.0% | Unchanged |