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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 11,338 | $6.84M | 0.08% | +9,326+463.5% | Added |
| Private Advisor Group, LLC | 11,337 | $6.84M | 0.03% | −255−2.2% | Reduced |
| Lodestar Private Asset Management LLC | 11,325 | $6.83M | 0.69% | +344+3.1% | Added |
| Linscomb & Williams, Inc. | 11,289 | $6.81M | 0.29% | +9+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 11,235 | $6.78M | 0.09% | +10,858+2,880.1% | Added |
| Community Bank, N.A. | 11,199 | $6.76M | 0.80% | −342−3.0% | Reduced |
| First Horizon Corp | 11,176 | $6.74M | 0.30% | −106−0.9% | Reduced |
| Hanover Advisors Inc | 11,127 | $6.71M | 2.61% | −245−2.2% | Reduced |
| Sanctuary Advisors, LLC | 11,015 | $6.65M | 0.04% | +1,938+21.4% | Added |
| Latigo Investments, LLC | 10,962 | $6.61M | 3.25% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,874 | $6.56M | 0.30% | −97−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $6.53M | 0.45% | +30+0.3% | Added |
| Diversified Management Inc | 10,762 | $6.49M | 1.52% | +10,762 | New |
| CIBC Private Wealth Group, LLC | 10,721 | $6.47M | 0.01% | −443−4.0% | Reduced |
| Winter & Associates, Inc. | 10,708 | $6.46M | 5.97% | +10,708 | New |
| Madison Park Capital Advisors, LLC | 10,679 | $6.44M | 5.23% | +105+1.0% | Added |
| Lynx Capital Group Ltd | 10,603 | $6.40M | 2.93% | +41+0.4% | Added |
| Palisade Asset Management, LLC | 10,451 | $6.30M | 0.61% | +8+0.1% | Added |
| Jones Financial Companies LLLP | 10,437 | $6.30M | 0.00% | +556+5.6% | Added |
| Hopwood Financial Services, Inc. | 10,401 | $6.28M | 4.42% | −65−0.6% | Reduced |
| G&S Capital LLC | 10,387 | $6.27M | 2.21% | +67+0.6% | Added |
| Retirement Income Solutions, Inc | 10,323 | $6.23M | 1.06% | −96−0.9% | Reduced |
| Adirondack Trust Co | 10,308 | $6.22M | 2.05% | −160−1.5% | Reduced |
| Leavell Investment Management, Inc. | 10,266 | $6.22M | 0.26% | −82−0.8% | Reduced |
| Newport Capital Group, LLC | 10,284 | $6.21M | 3.80% | +214+2.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 10,234 | $6.20M | 2.71% | −3,013−22.7% | Reduced |
| Summit Financial, LLC | 10,229 | $6.19M | 0.09% | −70−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 10,216 | $6.16M | 0.20% | −84−0.8% | Reduced |
| Diversified Portfolios, Inc. | 10,065 | $6.07M | 0.51% | −308−3.0% | Reduced |
| RBF Capital, LLC | 10,000 | $6.03M | 0.28% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $6.03M | 4.71% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9,947 | $6.00M | 0.65% | +22+0.2% | Added |
| Allworth Financial LP | 9,857 | $5.95M | 0.02% | −1,457−12.9% | Reduced |
| Central Trust Co | 9,710 | $5.86M | 0.11% | −62−0.6% | Reduced |
| Harbour Investments, Inc. | 9,709 | $5.86M | 0.12% | +214+2.3% | Added |
| Equitable Holdings, Inc. | 9,703 | $5.85M | 0.04% | +2,732+39.2% | Added |
| Oppenheimer Asset Management Inc. | 9,648 | $5.82M | 0.07% | +9,012+1,417.0% | Added |
| Atria Investments LLC | 9,645 | $5.82M | 0.07% | +3,581+59.1% | Added |
| Merit Financial Group, LLC | 9,627 | $5.81M | 0.05% | +383+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 9,602 | $5.79M | 0.04% | +158+1.7% | Added |
| Sageworth Trust Co | 9,569 | $5.77M | 0.25% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,456 | $5.70M | 3.52% | +10+0.1% | Added |
| Fifth Third Securities, Inc. | 9,433 | $5.69M | 0.37% | −158−1.6% | Reduced |
| Laird Norton Trust Company, LLC | 9,371 | $5.67M | 0.12% | +9,371 | New |
| Change Path, LLC | 9,367 | $5.65M | 0.14% | +803+9.4% | Added |
| Barrett & Company, Inc. | 9,277 | $5.60M | 1.87% | −20−0.2% | Reduced |
| Motco | 9,266 | $5.59M | 0.51% | −79−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 9,198 | $5.57M | 0.31% | +15+0.2% | Added |
| Paller Financial Services Inc | 9,183 | $5.54M | 4.44% | +9,183 | New |
| Balboa Wealth Partners | 9,177 | $5.54M | 0.92% | −12−0.1% | Reduced |
| Modera Wealth Management, LLC | 9,118 | $5.50M | 0.06% | −136−1.5% | Reduced |
| Firestone Capital Management | 9,031 | $5.45M | 1.16% | −189−2.0% | Reduced |
| Peak Asset Management, LLC | 8,832 | $5.33M | 0.91% | −280−3.1% | Reduced |
| HSBC Holdings PLC | 8,685 | $5.25M | 0.00% | +6,097+235.6% | Added |
| Flputnam Investment Management Co | 8,654 | $5.22M | 0.08% | −258−2.9% | Reduced |
| Gotham Asset Management, LLC | 8,638 | $5.21M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 8,575 | $5.17M | 0.00% | −26,852−75.8% | Reduced |
| Meridian Investment Counsel Inc. | 8,565 | $5.17M | 1.24% | −106−1.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,508 | $5.15M | 0.13% | −87−1.0% | Reduced |
| Bank of New Hampshire | 8,526 | $5.14M | 1.16% | −280−3.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,002 | $5.13M | 0.48% | 00.0% | Unchanged |
| AMG National Trust Bank | 8,454 | $5.10M | 0.12% | +50+0.6% | Added |
| Nicollet Investment Management, Inc. | 8,448 | $5.10M | 1.61% | +7,214+584.6% | Added |
| David Loasby | 8,023 | $5.07M | 0.34% | +961+13.6% | Added |
| Financial Engines Advisors L.L.C. | 8,313 | $5.02M | 0.01% | +330+4.1% | Added |
| Apollon Wealth Management, LLC | 8,301 | $5.01M | 0.09% | +204+2.5% | Added |
| North Star Investment Management Corp. | 8,296 | $5.00M | 0.31% | +121+1.5% | Added |
| Colorado Capital Management, Inc. | 8,200 | $4.95M | 1.86% | −219−2.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,104 | $4.89M | 1.63% | +58+0.7% | Added |
| Highview Capital Management LLC | 8,094 | $4.88M | 1.72% | −99−1.2% | Reduced |
| RFG Advisory, LLC | 8,034 | $4.85M | 0.09% | +2,694+50.4% | Added |
| Crestwood Advisors Group LLC | 8,005 | $4.83M | 0.08% | −610−7.1% | Reduced |
| Bokf, NA | 7,980 | $4.81M | 0.07% | −1,013−11.3% | Reduced |
| Bay Rivers Group | 7,972 | $4.81M | 1.94% | +77+1.0% | Added |
| Fifth Third Bancorp | 7,898 | $4.76M | 0.02% | −360−4.4% | Reduced |
| Haverford Trust Co | 7,888 | $4.76M | 0.04% | +116+1.5% | Added |
| Prospera Financial Services Inc | 7,877 | $4.75M | 0.08% | +215+2.8% | Added |
| Intrepid Financial Planning Group LLC | 7,712 | $4.65M | 1.77% | +75+1.0% | Added |
| Associated Banc-Corp | 7,682 | $4.63M | 0.12% | −860−10.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,476 | $4.63M | 0.10% | +211+2.9% | Added |
| Perigon Wealth Management, LLC | 7,644 | $4.61M | 0.08% | +20+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 7,608 | $4.59M | 0.05% | −93−1.2% | Reduced |
| GWM Advisors LLC | 7,573 | $4.57M | 0.02% | +915+13.7% | Added |
| Smith Chas P & Associates Pa Cpas | 7,568 | $4.57M | 0.24% | +968+14.7% | Added |
| KMG Fiduciary Partners, LLC | 7,555 | $4.56M | 0.32% | −20.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,515 | $4.53M | 0.03% | −197−2.6% | Reduced |
| Evensky & Katz LLC | 7,508 | $4.53M | 0.26% | +43+0.6% | Added |
| Breakwater Capital Group | 7,504 | $4.53M | 0.63% | −468−5.9% | Reduced |
| Sonata Capital Group Inc | 7,438 | $4.49M | 1.62% | −44−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 7,340 | $4.43M | 0.32% | −12−0.2% | Reduced |
| Midwest Financial Group LLC | 7,330 | $4.42M | 1.95% | −1,252−14.6% | Reduced |
| Keybank National Association | 7,327 | $4.42M | 0.02% | +78+1.1% | Added |
| Yousif Capital Management, LLC | 6,969 | $4.40M | 0.05% | −4,795−40.8% | Reduced |
| JMG Financial Group, Ltd. | 7,053 | $4.25M | 0.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,989 | $4.22M | 0.11% | −34−0.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,934 | $4.18M | 0.15% | +13+0.2% | Added |
| Mayflower Financial Advisors, LLC | 6,923 | $4.18M | 0.51% | −1,797−20.6% | Reduced |
| Ballentine Partners, LLC | 6,816 | $4.11M | 0.06% | 00.0% | Unchanged |
| Davis R M Inc | 6,807 | $4.11M | 0.07% | −120−1.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,647 | $4.08M | 1.55% | +3,440+107.3% | Added |