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 |
|---|---|---|---|---|---|
| Counterweight Ventures, LLC | 400 | $241.3K | 0.14% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $241.3K | 0.13% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 398 | $240.1K | 0.21% | +398 | New |
| Objective Capital Management, LLC | 397 | $239.7K | 0.24% | +1+0.3% | Added |
| Hengehold Capital Management LLC | 397 | $239.5K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 395 | $238.4K | 0.01% | −75−16.0% | Reduced |
| FSM Wealth Advisors, LLC | 395 | $238.3K | 0.03% | −21−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 393 | $237.9K | 0.01% | −70−15.1% | Reduced |
| WealthShield Partners, LLC | 394 | $237.7K | 0.03% | +47+13.5% | Added |
| Summit Financial Wealth Advisors, LLC | 393 | $237.0K | 0.03% | +1+0.3% | Added |
| IAG Wealth Partners, LLC | 392 | $236.5K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 391 | $236.0K | 0.03% | +6+1.6% | Added |
| RiverFront Investment Group, LLC | 389 | $234.7K | 0.00% | +389 | New |
| Everhart Financial Group, Inc. | 388 | $234.4K | 0.02% | −2−0.5% | Reduced |
| Assetmark, Inc | 388 | $234.1K | 0.00% | +179+85.6% | Added |
| SeaCrest Wealth Management, LLC | 373 | $232.8K | 0.02% | −8−2.1% | Reduced |
| Private Capital Management, LLC | 385 | $232.3K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 383 | $231.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 380 | $231.0K | 0.04% | −70−15.6% | Reduced |
| Foster Group, Inc. | 381 | $229.8K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 380 | $229.2K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 377 | $227.6K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 377 | $227.4K | 0.01% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 375 | $226.2K | 0.02% | −109−22.5% | Reduced |
| First Trust Advisors LP | 375 | $226.2K | 0.00% | +375 | New |
| Quadrant Capital Group LLC | 375 | $226.1K | 0.01% | +72+23.8% | Added |
| Fulton Breakefield Broenniman LLC | 374 | $225.6K | 0.01% | −150−28.6% | Reduced |
| Orion Capital Management LLC | 374 | $225.3K | 0.08% | −300−44.5% | Reduced |
| Milestone Asset Management Group, LLC | 373 | $225.1K | 0.13% | +373 | New |
| JB Capital LLC | 373 | $225.0K | 0.01% | +373 | New |
| Atwood & Palmer Inc | 373 | $224.7K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 372 | $224.4K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 372 | $224.4K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 370 | $223.2K | 0.01% | 00.0% | Unchanged |
| Jacobs & Co | 370 | $223.0K | 0.02% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 367 | $221.4K | 0.20% | +367 | New |
| One Capital Management, LLC | 365 | $220.7K | 0.01% | −916−71.5% | Reduced |
| Icapital Wealth LLC | 365 | $220.0K | 0.11% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 364 | $219.6K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 364 | $219.6K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 363 | $219.0K | 0.01% | +18+5.2% | Added |
| Financial Futures Ltd Liability Co. | 361 | $218.0K | 0.10% | −52−12.6% | Reduced |
| Tradition Wealth Management, LLC | 361 | $217.9K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 346 | $217.4K | 0.03% | +346 | New |
| Lumbard & Kellner, LLC | 360 | $217.2K | 0.08% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 359 | $217.0K | 0.14% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 359 | $216.6K | 0.02% | −37−9.3% | Reduced |
| Forbes J M & Co LLP | 358 | $216.0K | 0.02% | +20+5.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 341 | $215.1K | 0.05% | +1+0.3% | Added |
| YHB Investment Advisors, Inc. | 355 | $214.2K | 0.01% | −13−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 355 | $214.2K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 353 | $213.2K | 0.01% | +353 | New |
| Mendel Money Management | 353 | $213.0K | 0.09% | −64−15.3% | Reduced |
| Cadinha & Co LLC | 353 | $213.0K | 0.03% | −50−12.4% | Reduced |
| American Capital Management Inc | 353 | $213.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 353 | $212.9K | 0.04% | −6−1.7% | Reduced |
| Kapstone Financial Advisors LLC | 352 | $212.4K | 0.11% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 352 | $212.2K | 0.04% | −42−10.7% | Reduced |
| Blackhill Capital Inc | 351 | $211.8K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $211.8K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 350 | $211.1K | 0.00% | −130−27.1% | Reduced |
| Purkiss Capital Advisors LLC | 350 | $211.1K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 349 | $210.7K | 0.05% | 00.0% | Unchanged |
| Great Waters Wealth Management | 348 | $210.1K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 348 | $210.0K | 0.00% | +348 | New |
| First Interstate Bank | 346 | $208.7K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 345 | $208.1K | 0.01% | −1−0.3% | Reduced |
| CNB Bank | 344 | $207.5K | 0.08% | 00.0% | Unchanged |
| Sherry Group, Inc. | 340 | $207.2K | 0.22% | +340 | New |
| Nordwand Advisors, LLC | 342 | $206.3K | 0.04% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 342 | $206.2K | 0.06% | −26−7.1% | Reduced |
| Guild Investment Management, Inc. | 340 | $205.1K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 340 | $205.1K | 0.03% | 00.0% | Unchanged |
| Bayban | 340 | $205.1K | 0.18% | +340 | New |
| Keystone Global Partners, LLC | 339 | $204.5K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 339 | $204.4K | 0.04% | −9−2.6% | Reduced |
| Integrated Wealth Management | 337 | $203.3K | 0.23% | +337 | New |
| Trust Co of Toledo NA | 336 | $202.7K | 0.02% | +191+131.7% | Added |
| Silicon Valley Capital Partners | 336 | $202.5K | 0.02% | +1+0.3% | Added |
| Nichols & Pratt Advisers LLP | 335 | $202.1K | 0.01% | +335 | New |
| Strategent Financial, LLC | 334 | $201.5K | 0.13% | +334 | New |
| Family Office Research LLC | 329 | $201.4K | 0.08% | +329 | New |
| Occidental Asset Management, LLC | 333 | $200.9K | 0.02% | +333 | New |
| First Bank & Trust | 332 | $200.3K | 0.03% | −11−3.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 332 | $200.3K | 0.03% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 333 | $200.0K | 0.09% | +333 | New |
| Darwin Advisors, LLC | 304 | $184.0K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $181.0K | 0.11% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $181.0K | 0.13% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 298 | $179.8K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 296 | $178.6K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 292 | $176.2K | 0.09% | 00.0% | Unchanged |
| Hoese & Co LLP | 290 | $174.9K | 0.12% | 00.0% | Unchanged |
| Natixis | 281 | $169.5K | 0.00% | −373−57.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 258 | $155.7K | 0.05% | −2−0.8% | Reduced |
| Garner Asset Management Corp | 252 | $152.3K | 0.06% | +252 | New |
| SageView Advisory Group, LLC | 252 | $151.8K | 0.01% | +252 | New |
| Evermay Wealth Management LLC | 250 | $151.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 245 | $147.8K | 0.02% | +245 | New |
| Longview Financial Advisors LLC | 244 | $147.2K | 0.08% | 00.0% | Unchanged |