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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Youngs Advisory Group, Inc. | 32,648 | $19.7M | 7.01% | +3,813+13.2% | Added |
| Waldron Private Wealth LLC | 32,643 | $19.7M | 0.78% | −975−2.9% | Reduced |
| Citigroup Inc | 32,607 | $19.7M | 0.01% | +614+1.9% | Added |
| Trustmark National Bank Trust Department | 32,124 | $19.4M | 1.22% | −70−0.2% | Reduced |
| Marshall Wace, LLP | 32,062 | $19.3M | 0.02% | +32,062 | New |
| Vestor Capital, LLC | 850 | $19.0M | 1.39% | −30,358−97.3% | Reduced |
| M&T Bank Corp | 31,325 | $18.9M | 0.06% | +4,126+15.2% | Added |
| Curbstone Financial Management Corp | 31,318 | $18.9M | 3.61% | +140+0.4% | Added |
| Huntington National Bank | – | $17.7M | 0.11% | – | – |
| Mercer Global Advisors Inc | 28,772 | $17.4M | 0.03% | +3,668+14.6% | Added |
| AQR Capital Management LLC | 27,612 | $16.7M | 0.01% | +5,563+25.2% | Added |
| Commerce Bank | 26,616 | $16.1M | 0.09% | +103+0.4% | Added |
| Cresset Asset Management, LLC | 26,294 | $15.9M | 0.07% | +2,344+9.8% | Added |
| Serenus Wealth Advisors, LLC | 26,345 | $15.9M | 3.08% | −256−1.0% | Reduced |
| Kestra Advisory Services, LLC | 26,119 | $15.8M | 0.06% | −8,779−25.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 25,516 | $15.4M | 2.64% | +574+2.3% | Added |
| Barclays PLC | 24,976 | $15.1M | 0.01% | −130,530−83.9% | Reduced |
| Simmons Bank | 24,514 | $14.8M | 0.99% | −152−0.6% | Reduced |
| MML Investors Services, LLC | 24,099 | $14.5M | 0.04% | +624+2.7% | Added |
| Qube Research & Technologies Ltd | 23,671 | $14.3M | 0.02% | +16,562+233.0% | Added |
| Glenmede Trust Co NA | 23,172 | $14.0M | 0.07% | +23,172 | New |
| Steward Partners Investment Advisory, LLC | 22,729 | $13.7M | 0.08% | +375+1.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 22,486 | $13.6M | 3.37% | −462−2.0% | Reduced |
| HighPoint Advisor Group LLC | 22,105 | $13.3M | 0.29% | +22,105 | New |
| Savant Capital, LLC | 22,021 | $13.3M | 0.08% | +1,519+7.4% | Added |
| Mesirow Financial Investment Management, Inc. | 22,000 | $13.3M | 0.27% | −3,355−13.2% | Reduced |
| MCF Advisors LLC | 21,143 | $12.8M | 0.71% | −82−0.4% | Reduced |
| IMC-Chicago, LLC | 20,869 | $12.6M | 0.22% | +20,869 | New |
| Caldwell Trust Co | 20,814 | $12.6M | 1.12% | −285−1.4% | Reduced |
| Franklin Resources Inc | 20,694 | $12.5M | 0.00% | +6,398+44.8% | Added |
| Old National Bancorp | 20,058 | $12.1M | 0.20% | −717−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 20,045 | $12.1M | 0.37% | −3,000−13.0% | Reduced |
| BlackRock, Inc. | 19,879 | $12.0M | 0.00% | +12,255+160.7% | Added |
| jvl associates llc | 19,689 | $11.9M | 3.87% | −97−0.5% | Reduced |
| Peddock Capital Advisors, LLC | 19,574 | $11.8M | 2.47% | +2,285+13.2% | Added |
| Trifecta Capital Advisors, LLC | 19,564 | $11.8M | 1.75% | −625−3.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,470 | $11.7M | 0.22% | −423−2.1% | Reduced |
| Callan Family Office, LLC | 18,953 | $11.4M | 0.25% | −16−0.1% | Reduced |
| Corsicana & Co. | 18,580 | $11.2M | 6.29% | −180−1.0% | Reduced |
| Lutz Financial Services LLC | 18,573 | $11.2M | 0.76% | −279−1.5% | Reduced |
| CWM, LLC | 18,548 | $11.2M | 0.03% | +2,522+15.7% | Added |
| Csenge Advisory Group | 18,514 | $11.2M | 0.51% | +100+0.5% | Added |
| Wellspring Financial Advisors, LLC | 18,484 | $11.2M | 0.88% | −514−2.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 18,259 | $11.0M | 1.02% | −25,076−57.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,205 | $11.0M | 2.64% | −458−2.5% | Reduced |
| Thrive Wealth Management, LLC | 18,185 | $11.0M | 1.61% | −3,307−15.4% | Reduced |
| First National Bank of Omaha | 17,983 | $11.0M | 0.32% | +17,983 | New |
| Ieq Capital, LLC | 17,432 | $10.5M | 0.03% | +364+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,334 | $10.5M | 0.05% | +1,384+8.7% | Added |
| Brown Brothers Harriman & Co | 17,272 | $10.4M | 0.06% | +143+0.8% | Added |
| Hummer Financial Advisory Services Inc | 17,093 | $10.3M | 7.31% | −96−0.6% | Reduced |
| Torrey-Payne Wealth Management, LLC | 15,800 | $10.0M | 9.00% | +15,800 | New |
| First Financial Bank - Trust Division | 16,649 | $10.0M | 0.83% | +604+3.8% | Added |
| Pensionmark Financial Group, LLC | 16,630 | $10.0M | 0.16% | +12+0.1% | Added |
| Granite FO LLC | 16,627 | $10.0M | 5.35% | +606+3.8% | Added |
| Canopy Partners, LLC | 16,507 | $9.96M | 3.24% | −585−3.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,273 | $9.82M | 0.53% | −500−3.0% | Reduced |
| Quantinno Capital Management LP | 16,224 | $9.79M | 0.02% | +482+3.1% | Added |
| Arvest Investments, Inc. | 16,147 | $9.74M | 1.37% | +290+1.8% | Added |
| Montz Harcus Wealth Management LLC | 16,037 | $9.67M | 3.92% | +177+1.1% | Added |
| Harbour Trust & Investment Management Co | 15,979 | $9.64M | 0.98% | −82−0.5% | Reduced |
| Legacy Advisors, LLC | 15,922 | $9.61M | 1.03% | −1,175−6.9% | Reduced |
| Brookstone Capital Management | 15,884 | $9.58M | 0.11% | +455+2.9% | Added |
| Agf Management Ltd | 15,794 | $9.53M | 0.04% | −205−1.3% | Reduced |
| NBT Bank N A | 15,730 | $9.49M | 0.61% | −321−2.0% | Reduced |
| GFS Advisors, LLC | 15,628 | $9.43M | 1.12% | −180−1.1% | Reduced |
| Terry L. Blaker | 15,567 | $9.39M | 0.35% | −127−0.8% | Reduced |
| Evercore Wealth Management, LLC | 15,560 | $9.39M | 0.14% | −124−0.8% | Reduced |
| Howard Capital Management Inc. | 15,193 | $9.17M | 0.12% | −50−0.3% | Reduced |
| Capstone Financial Advisors, Inc. | 15,181 | $9.16M | 0.49% | −159−1.0% | Reduced |
| Nixon Peabody Trust Co | 14,945 | $9.02M | 0.68% | −273−1.8% | Reduced |
| Central Bank & Trust Co | 14,841 | $8.95M | 1.38% | +773+5.5% | Added |
| Chesley Taft & Associates LLC | 14,568 | $8.79M | 0.35% | +1,080+8.0% | Added |
| KCM Investment Advisors LLC | 14,456 | $8.72M | 0.28% | −526−3.5% | Reduced |
| RMR Wealth Builders | 14,395 | $8.68M | 0.69% | −510−3.4% | Reduced |
| Oppenheimer & Co Inc | 14,232 | $8.59M | 0.12% | +1,379+10.7% | Added |
| Legal & General Group Plc | 14,200 | $8.57M | 0.00% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 13,994 | $8.44M | 0.17% | −3,090−18.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $8.41M | 2.43% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 13,808 | $8.33M | 1.30% | −113−0.8% | Reduced |
| Tiaa Trust, National Association | 13,632 | $8.22M | 0.02% | −591−4.2% | Reduced |
| TKG Advisors, LLC | 13,309 | $8.03M | 3.24% | −30−0.2% | Reduced |
| Busey Wealth Management | 13,070 | $7.88M | 0.21% | +102+0.8% | Added |
| Buckingham Strategic Partners | 12,922 | $7.80M | 0.10% | −11,518−47.1% | Reduced |
| Seeds Investor LLC | 12,880 | $7.77M | 1.49% | −1,257−8.9% | Reduced |
| Staley Capital Advisers Inc | 12,844 | $7.75M | 0.32% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12,910 | $7.69M | 1.96% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,547 | $7.57M | 0.06% | +337+2.8% | Added |
| Grove Bank & Trust | 12,427 | $7.50M | 0.84% | −20−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 11,929 | $7.20M | 0.25% | −10−0.1% | Reduced |
| CMG Global Holdings, LLC | 11,217 | $7.16M | 3.18% | +71+0.6% | Added |
| Wealthspire Advisors, LLC | 11,822 | $7.13M | 0.06% | −3,071−20.6% | Reduced |
| Meridian Wealth Advisors, LLC | 11,753 | $7.09M | 0.98% | −948−7.5% | Reduced |
| Capital Group Private Client Services, Inc. | 11,747 | $7.09M | 0.11% | +22+0.2% | Added |
| Dakota Wealth Management | 11,709 | $7.06M | 0.13% | +271+2.4% | Added |
| Alexis Investment Partners, LLC | 11,570 | $7.05M | 2.62% | +432+3.9% | Added |
| Boston Family Office LLC | 11,555 | $6.97M | 0.44% | −1,165−9.2% | Reduced |
| Mechanics Bank Trust Department | 11,542 | $6.96M | 0.91% | −195−1.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,478 | $6.95M | 0.13% | +1,229+12.0% | Added |
| Paulson Wealth Management Inc. | 11,421 | $6.89M | 1.59% | +786+7.4% | Added |