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 |
|---|---|---|---|---|---|
| Maseco LLP | 243 | $146.3K | 0.01% | +1+0.4% | Added |
| City Holding Co | 240 | $144.8K | 0.02% | 00.0% | Unchanged |
| Align Financial, LLC | 143,581 | $143.6K | 0.08% | +143,581 | New |
| DAGCO, Inc. | 227 | $136.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 225 | $136.0K | 0.02% | −250−52.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 210 | $127.2K | 0.08% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 199 | $124.9K | 0.12% | +199 | New |
| Ameriflex Group, Inc. | 202 | $121.9K | 0.06% | +30+17.4% | Added |
| Mascoma Wealth Management LLC | 198 | $119.4K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 196 | $118.2K | 0.00% | −4−2.0% | Reduced |
| Fairman Group, LLC | 189 | $114.7K | 0.09% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 189 | $114.1K | 0.05% | 00.0% | Unchanged |
| American National Bank | 182 | $109.8K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 181 | $109.2K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $108.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 179 | $108.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $103.8K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $102.6K | 0.01% | +13+8.3% | Added |
| Citizens National Bank Trust Department | 168 | $101.4K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 164 | $98.9K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 164 | $98.9K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 163 | $98.3K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 157 | $94.7K | 0.01% | +1+0.6% | Added |
| Meramec Financial Planners, LLC | 140 | $91.7K | 0.04% | +140 | New |
| Tower Trust & Investment Co | 151 | $91.1K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $90.5K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 147 | $88.7K | 0.06% | 00.0% | Unchanged |
| Sankala Group LLC | 132 | $86.5K | 0.07% | +132 | New |
| Richardson Capital Management LLC | 142 | $85.7K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 134 | $80.8K | 0.05% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 132 | $79.9K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 130 | $78.4K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 129 | $78.4K | 0.02% | 00.0% | Unchanged |
| Valor Advisors LLC | 126 | $76.3K | 0.06% | +126 | New |
| Morgan Dempsey Capital Management LLC | 125 | $75.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $75.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $75.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $73.0K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 120 | $72.4K | 0.02% | +120 | New |
| Archer Investment Corp | 119 | $71.8K | 0.02% | −81−40.5% | Reduced |
| Thompson Investment Management, Inc. | 117 | $70.6K | 0.01% | +57+95.0% | Added |
| Harbor Asset Planning, Inc. | 116 | $70.2K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 115 | $69.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $68.2K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 106 | $67.2K | 0.05% | +106 | New |
| Innovative Advisory Group, LLC | 110 | $66.4K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 109 | $65.8K | 0.01% | +66+153.5% | Added |
| AdvisorNet Financial, Inc | 105 | $63.3K | 0.00% | −5−4.5% | Reduced |
| Newton One Investments LLC | 102 | $61.8K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $60.3K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $60.3K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $60.0K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 98 | $59.1K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 97 | $58.4K | 0.02% | +97 | New |
| Chilton Capital Management LLC | 95 | $57.3K | 0.00% | −188−66.4% | Reduced |
| First Community Trust NA | 90 | $54.3K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 90 | $54.3K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 90 | $54.3K | 0.02% | +90 | New |
| Smartleaf Asset Management LLC | 88 | $53.6K | 0.00% | −1−1.1% | Reduced |
| GGM Financials LLC | 89 | $53.4K | 0.03% | +1+1.1% | Added |
| Islay Capital Management, LLC | 88 | $53.1K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 85 | $51.6K | 0.00% | +85 | New |
| Perkins Coie Trust Co | 85 | $51.3K | 0.01% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 84 | $50.8K | 0.05% | +84 | New |
| Tripletail Wealth Management, LLC | 82 | $49.5K | 0.06% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 81 | $48.8K | 0.02% | +81 | New |
| Arcadia Investment Management Corp | 80 | $48.3K | 0.01% | −510−86.4% | Reduced |
| Monetary Management Group Inc | 80 | $48.3K | 0.01% | −100−55.6% | Reduced |
| Bollard Group LLC | 80 | $48.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 79 | $47.8K | 0.01% | +79 | New |
| Winch Advisory Services, LLC | 79 | $47.8K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 74 | $45.0K | 0.00% | −18−19.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 71 | $43.1K | 0.02% | +51+255.0% | Added |
| St Germain D J Co Inc | 70 | $42.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $42.2K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 70 | $42.2K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 66 | $39.8K | 0.00% | +66 | New |
| Quest 10 Wealth Builders, Inc. | 64 | $38.6K | 0.03% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 56 | $33.9K | 0.03% | +56 | New |
| Piscataqua Savings Bank | 56 | $33.8K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 54 | $32.8K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $32.0K | 0.00% | +32+177.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 51 | $30.8K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $30.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $30.2K | 0.00% | −124−71.3% | Reduced |
| Sunbelt Securities, Inc. | 50 | $30.2K | 0.00% | −48−49.0% | Reduced |
| Colonial Trust Advisors | 50 | $30.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $30.2K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 50 | $30.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $29.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $29.6K | 0.01% | −75−60.5% | Reduced |
| Security National Bank | 48 | $29.0K | 0.00% | −52−52.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48 | $29.0K | 0.01% | −15−23.8% | Reduced |
| Concord Wealth Partners | 47 | $28.5K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 47 | $28.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $26.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $25.3K | 0.00% | −8−16.0% | Reduced |
| Curio Wealth, LLC | 41 | $25.2K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 40 | $24.1K | 0.02% | +40 | New |