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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 6,716 | $4.05M | 0.03% | +1,215+22.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,703 | $4.04M | 1.16% | −211−3.1% | Reduced |
| Sagespring Wealth Partners, LLC | 6,589 | $3.98M | 0.07% | −346−5.0% | Reduced |
| Union Savings Bank | 6,575 | $3.97M | 1.72% | +6,575 | New |
| Bank of Nova Scotia | 6,521 | $3.93M | 0.01% | +330+5.3% | Added |
| First Citizens Bank & Trust Co | 6,478 | $3.91M | 0.08% | −157−2.4% | Reduced |
| Keystone Financial Group | 6,455 | $3.89M | 0.29% | +2,511+63.7% | Added |
| Advisory Services Network, LLC | 6,394 | $3.86M | 0.05% | +167+2.7% | Added |
| TD Private Client Wealth LLC | 6,383 | $3.85M | 0.08% | +2,684+72.6% | Added |
| Charter Research & Investment Group, Inc. | 6,334 | $3.82M | 2.55% | +86+1.4% | Added |
| Glen Eagle Advisors, LLC | 6,319 | $3.81M | 0.52% | −239−3.6% | Reduced |
| Segment Wealth Management, LLC | 6,308 | $3.81M | 0.22% | −137−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,301 | $3.80M | 0.04% | −174−2.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,221 | $3.75M | 0.28% | −11−0.2% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.74M | 1.04% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 6,170 | $3.72M | 3.14% | −140−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,120 | $3.69M | 0.02% | +548+9.8% | Added |
| Matrix Asset Advisors Inc | 6,116 | $3.69M | 0.33% | +139+2.3% | Added |
| Brinker Capital Investments, LLC | 6,056 | $3.65M | 0.03% | +95+1.6% | Added |
| Woodstock Corp | 6,054 | $3.65M | 0.31% | −176−2.8% | Reduced |
| CIBC World Markets Inc. | 6,045 | $3.65M | 0.01% | −39−0.6% | Reduced |
| Salomon & Ludwin, LLC | 5,870 | $3.64M | 0.32% | −113−1.9% | Reduced |
| Bailard, Inc. | 6,019 | $3.63M | 0.08% | −355−5.6% | Reduced |
| Crews Bank & Trust | 5,932 | $3.58M | 0.51% | −260−4.2% | Reduced |
| Fiduciary Trust Co | 5,911 | $3.57M | 0.04% | −226−3.7% | Reduced |
| Clear Point Advisors Inc. | 5,904 | $3.56M | 2.76% | −211−3.5% | Reduced |
| Bryn Mawr Trust Co | 5,893 | $3.56M | 0.08% | +65+1.1% | Added |
| Precedent Wealth Partners, LLC | 5,886 | $3.55M | 0.74% | −65−1.1% | Reduced |
| Concurrent Investment Advisors, LLC | 5,876 | $3.54M | 0.04% | +5,159+719.5% | Added |
| RSM US Wealth Management LLC | 54,079 | $3.54M | 0.05% | +10.0% | Added |
| Audent Global Asset Management, LLC | 5,795 | $3.51M | 2.22% | −157−2.6% | Reduced |
| Sepio Capital, LP | 5,810 | $3.51M | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,796 | $3.50M | 0.12% | +346+6.3% | Added |
| Greenleaf Trust | 5,744 | $3.47M | 0.03% | 00.0% | Unchanged |
| Signature Securities Group Corporation | 5,671 | $3.43M | 1.15% | +20.0% | Added |
| Whalerock Point Partners, LLC | 5,645 | $3.41M | 0.65% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,637 | $3.40M | 0.07% | +4,179+286.6% | Added |
| Silvercrest Asset Management Group LLC | 5,637 | $3.40M | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,630 | $3.40M | 0.39% | −70−1.2% | Reduced |
| Victory Financial Group, LLC | 5,586 | $3.37M | 0.42% | −842−13.1% | Reduced |
| Means Investment Co., Inc. | 5,568 | $3.36M | 0.28% | −387−6.5% | Reduced |
| Centaurus Financial, Inc. | 5,523 | $3.33M | 0.15% | +198+3.7% | Added |
| Apella Capital, LLC | 5,498 | $3.32M | 0.07% | +4,446+422.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,496 | $3.32M | 0.01% | +50+0.9% | Added |
| Argent Trust Co | 5,381 | $3.25M | 0.11% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,375 | $3.24M | 0.93% | −30−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,345 | $3.22M | 0.04% | +627+13.3% | Added |
| Eastern Bank | 5,336 | $3.22M | 0.06% | +10.0% | Added |
| Sowell Financial Services LLC | 5,331 | $3.22M | 0.12% | +431+8.8% | Added |
| Vanguard Group Inc | 5,320 | $3.21M | 0.00% | +383+7.8% | Added |
| Paladin Advisory Group, LLC | 5,250 | $3.17M | 2.31% | −12−0.2% | Reduced |
| Providence Financial Advisors, LLC | 5,193 | $3.13M | 3.12% | −593−10.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,293 | $3.13M | 0.08% | +46+0.6% | Added |
| Gamco Investors, Inc. Et Al | 5,165 | $3.12M | 0.03% | −342−6.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,089 | $3.07M | 0.01% | −31−0.6% | Reduced |
| Spinnaker Trust | 5,056 | $3.05M | 0.16% | 00.0% | Unchanged |
| Coastline Trust Co | 5,027 | $3.03M | 0.29% | −39−0.8% | Reduced |
| Pegasus Asset Management, Inc. | 4,978 | $3.00M | 0.92% | −10−0.2% | Reduced |
| HB Wealth Management, LLC | 4,974 | $3.00M | 0.02% | −161−3.1% | Reduced |
| Crescent Sterling, Ltd. | 4,964 | $2.99M | 3.07% | +219+4.6% | Added |
| TD Waterhouse Canada Inc. | 4,965 | $2.99M | 0.02% | +18+0.4% | Added |
| Sigma Planning Corp | 4,963 | $2.99M | 0.08% | −47−0.9% | Reduced |
| Johnson Financial Group, Inc. | 4,916 | $2.98M | 0.11% | +400+8.9% | Added |
| Raffa Wealth Management, LLC | 4,917 | $2.97M | 0.46% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,897 | $2.95M | 0.08% | +118+2.5% | Added |
| Providence First Trust Co | 4,887 | $2.95M | 1.02% | +3,270+202.2% | Added |
| Northstar Asset Management LLC | 4,815 | $2.90M | 0.62% | −5−0.1% | Reduced |
| Independence Bank of Kentucky | 4,809 | $2.90M | 0.36% | +20+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,803 | $2.90M | 0.85% | +27+0.6% | Added |
| Meridian Wealth Management, LLC | 4,773 | $2.88M | 0.10% | +10.0% | Added |
| Asset Management Group, Inc. | 4,764 | $2.87M | 0.46% | +12+0.3% | Added |
| Snowden Capital Advisors LLC | 4,710 | $2.85M | 0.07% | −136−2.8% | Reduced |
| New England Private Wealth Advisors LLC | 4,677 | $2.82M | 0.35% | −45−1.0% | Reduced |
| Ssa Swiss Advisors AG | 4,667 | $2.82M | 1.31% | −615−11.6% | Reduced |
| Evoke Wealth, LLC | 4,613 | $2.79M | 0.05% | +978+26.9% | Added |
| Diversified Trust Co | 4,594 | $2.77M | 0.05% | −20−0.4% | Reduced |
| IFG Advisory, LLC | 4,563 | $2.75M | 0.12% | −154−3.3% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.75M | 0.53% | +20.0% | Added |
| Shoker Investment Counsel, Inc. | 4,550 | $2.75M | 0.80% | −409−8.2% | Reduced |
| Connecticut Wealth Management, LLC | 4,544 | $2.74M | 0.12% | +5+0.1% | Added |
| Lionsbridge Wealth Management LLC | 4,532 | $2.73M | 2.77% | −928−17.0% | Reduced |
| Weil Company, Inc. | 4,514 | $2.72M | 0.63% | −232−4.9% | Reduced |
| Element Pointe Advisors, LLC | 4,500 | $2.71M | 0.52% | −9−0.2% | Reduced |
| Winthrop Advisory Group LLC | 4,463 | $2.70M | 0.23% | −23−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,448 | $2.68M | 0.42% | −100−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,446 | $2.68M | 0.03% | +141+3.3% | Added |
| WealthBridge Capital Management, LLC | 4,413 | $2.66M | 0.61% | −51−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,411 | $2.66M | 0.03% | +99+2.3% | Added |
| Veracity Capital LLC | 4,359 | $2.63M | 0.78% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,338 | $2.62M | 0.29% | −19−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $2.60M | 0.02% | −392−8.7% | Reduced |
| Green Square Capital Advisors LLC | 4,294 | $2.59M | 0.27% | −241−5.3% | Reduced |
| Naples Global Advisors, LLC | 4,277 | $2.59M | 0.19% | −105−2.4% | Reduced |
| International Assets Investment Management, LLC | 4,219 | $2.55M | 0.17% | +235+5.9% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.54M | 0.07% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,196 | $2.53M | 0.77% | −120−2.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.50M | 0.78% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,129 | $2.49M | 0.19% | −70−1.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,098 | $2.47M | 0.46% | −201−4.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,090 | $2.47M | 0.10% | −244−5.6% | Reduced |