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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 4,063 | $2.45M | 0.04% | +464+12.9% | Added |
| Becker Capital Management Inc | 4,045 | $2.45M | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,007 | $2.42M | 0.05% | −156−3.7% | Reduced |
| Courier Capital LLC | 3,981 | $2.40M | 0.13% | −29−0.7% | Reduced |
| St. Johns Investment Management Company, LLC | 3,973 | $2.40M | 1.00% | −103−2.5% | Reduced |
| Transatlantique Private Wealth LLC | 3,963 | $2.39M | 0.75% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,949 | $2.38M | 1.28% | −9−0.2% | Reduced |
| Lavaca Capital LLC | 3,942 | $2.38M | 0.40% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,894 | $2.35M | 0.45% | 00.0% | Unchanged |
| Financial Life Planners | 3,881 | $2.34M | 1.68% | −33−0.8% | Reduced |
| Adviser Investments LLC | 3,854 | $2.32M | 0.03% | +101+2.7% | Added |
| PKS Advisory Services, LLC | 3,836 | $2.31M | 0.53% | −106−2.7% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.31M | 0.05% | −11−0.3% | Reduced |
| Park Capital Management, LLC | 3,826 | $2.31M | 1.65% | +118+3.2% | Added |
| Revolve Wealth Partners, LLC | 3,785 | $2.28M | 0.27% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,783 | $2.28M | 0.14% | −10−0.3% | Reduced |
| Davidson Trust Co | 3,768 | $2.27M | 0.95% | −655−14.8% | Reduced |
| Wealthcare Advisory Partners LLC | 3,764 | $2.27M | 0.04% | −1,781−32.1% | Reduced |
| Expressive Wealth LLC | 3,761 | $2.27M | 2.45% | +3,761 | New |
| Capital Investment Advisory Services, LLC | 3,758 | $2.27M | 0.16% | −130−3.3% | Reduced |
| Intelligent Financial Strategies | 3,743 | $2.27M | 1.09% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,753 | $2.26M | 0.08% | +148+4.1% | Added |
| Venturi Wealth Management, LLC | 3,750 | $2.26M | 0.10% | +10.0% | Added |
| Investment Advisory Group, LLC | 3,749 | $2.26M | 0.58% | +78+2.1% | Added |
| Clientfirst Wealth Management, LLC | 3,741 | $2.26M | 1.81% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,735 | $2.25M | 0.01% | +217+6.2% | Added |
| American Institute for Advanced Investment Management, LLP | 3,718 | $2.24M | 1.44% | −13−0.3% | Reduced |
| Blue Fin Capital, Inc. | 3,717 | $2.24M | 0.35% | +182+5.1% | Added |
| Berman McAleer LLC | 3,710 | $2.24M | 0.31% | −280−7.0% | Reduced |
| Churchill Financial Advisors, LLC | 3,710 | $2.24M | 0.68% | +3,710 | New |
| Hilltop Holdings Inc. | 3,696 | $2.23M | 0.13% | −161−4.2% | Reduced |
| Pincus Capital Management, LP | 3,695 | $2.23M | 1.49% | +3,695 | New |
| Lewis Asset Management, LLC | 3,681 | $2.22M | 0.90% | +18+0.5% | Added |
| Global Retirement Partners, LLC | 3,654 | $2.20M | 0.04% | +136+3.9% | Added |
| Finley Financial, LLC | 3,625 | $2.19M | 1.00% | −20−0.5% | Reduced |
| Farther Finance Advisors, LLC | 3,593 | $2.17M | 0.02% | +286+8.6% | Added |
| Trust Point Inc. | 3,584 | $2.16M | 0.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,571 | $2.15M | 0.43% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 3,563 | $2.15M | 0.66% | −117−3.2% | Reduced |
| Marin Bay Wealth Advisors, LLC | 3,550 | $2.14M | 1.23% | +3,550 | New |
| McLaughlin Asset Management, Inc. | 3,535 | $2.13M | 1.91% | +3,535 | New |
| ARS Investment Partners, LLC | 3,529 | $2.13M | 0.12% | +239+7.3% | Added |
| Jennison Associates LLC | 3,528 | $2.13M | 0.00% | +3,071+672.0% | Added |
| Red Door Wealth Management, LLC | 3,513 | $2.12M | 0.22% | +5+0.1% | Added |
| Graham Capital Management, L.P. | 3,500 | $2.11M | 0.07% | +3,500 | New |
| Topsail Wealth Management, LLC | 3,481 | $2.10M | 0.31% | +20+0.6% | Added |
| Sentinus, LLC | 3,450 | $2.08M | 0.20% | −29−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 3,428 | $2.07M | 0.06% | +24+0.7% | Added |
| Northern Oak Wealth Management Inc | 3,407 | $2.06M | 0.26% | −124−3.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,396 | $2.05M | 0.47% | −182−5.1% | Reduced |
| Blueline Advisors LLC | 3,324 | $2.01M | 1.64% | +3,324 | New |
| CWS Financial Advisors, LLC | 3,313 | $2.00M | 0.54% | +9+0.3% | Added |
| Caliber Wealth Management, LLC | 3,261 | $1.97M | 0.21% | −839−20.5% | Reduced |
| AlTi Global, Inc. | 3,247 | $1.97M | 0.04% | +398+14.0% | Added |
| Gould Asset Management LLC | 3,256 | $1.96M | 0.35% | −30−0.9% | Reduced |
| Integrated Advisors Network LLC | 3,223 | $1.94M | 0.09% | +73+2.3% | Added |
| Gambit Capital Management, LLC | 3,207 | $1.93M | 1.38% | +3,207 | New |
| Gridiron Partners, LLC | 3,164 | $1.91M | 1.09% | −302,438−99.0% | Reduced |
| Valmark Advisers, Inc. | 3,138 | $1.89M | 0.02% | +57+1.9% | Added |
| Aspiriant, LLC | 3,123 | $1.88M | 0.05% | −98−3.0% | Reduced |
| Meridian Financial, LLC | 3,123 | $1.88M | 1.03% | −63−2.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.88M | 0.10% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 3,107 | $1.87M | 0.48% | +3,107 | New |
| Kelman-Lazarov, Inc. | 3,090 | $1.86M | 0.27% | −24−0.8% | Reduced |
| Jones Kertz & Associates, Inc. | 3,079 | $1.86M | 0.95% | +3,079 | New |
| Alpha Wealth Funds, LLC | 3,031 | $1.83M | 1.23% | +3+0.1% | Added |
| Intrua Financial, LLC | 2,970 | $1.79M | 0.20% | +2,970 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1.78M | 0.41% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,939 | $1.77M | 0.69% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $1.77M | 1.16% | +2+0.1% | Added |
| Bitterroot Capital Advisors LLC | 2,929 | $1.77M | 1.21% | +2,929 | New |
| Northwest Bancshares, Inc. | 2,916 | $1.76M | 0.34% | −40−1.4% | Reduced |
| Regions Financial Corp | 2,900 | $1.75M | 0.01% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,895 | $1.75M | 0.33% | −191−6.2% | Reduced |
| SlateStone Wealth, LLC | 2,885 | $1.74M | 0.15% | 00.0% | Unchanged |
| GenTrust, LLC | 2,869 | $1.74M | 0.08% | −269−8.6% | Reduced |
| Embree Financial Group | 2,859 | $1.72M | 0.21% | +38+1.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $1.71M | 0.08% | −10.0% | Reduced |
| SK Wealth Management, LLC | 2,700 | $1.71M | 0.48% | −31−1.1% | Reduced |
| Fiducient Advisors LLC | 2,819 | $1.70M | 0.21% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,797 | $1.69M | 0.06% | +98+3.6% | Added |
| TSFG, LLC | 2,777 | $1.68M | 0.25% | −183−6.2% | Reduced |
| Hardy Reed LLC | 2,775 | $1.67M | 0.12% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,761 | $1.67M | 0.03% | −58−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 2,752 | $1.66M | 0.08% | −2−0.1% | Reduced |
| Coyle Financial Counsel LLC | 2,749 | $1.66M | 0.35% | +8+0.3% | Added |
| Harbor Advisory Corp | 2,743 | $1.65M | 0.50% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,742 | $1.65M | 0.70% | −34−1.2% | Reduced |
| Pacific Point Advisors, LLC | 2,742 | $1.65M | 0.89% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,730 | $1.65M | 0.59% | 00.0% | Unchanged |
| Bedminster, LLC | 2,729 | $1.65M | 1.51% | +2,729 | New |
| Millstone Evans Group, LLC | 2,712 | $1.64M | 0.96% | −45−1.6% | Reduced |
| GEM Asset Management, LLC | 2,622 | $1.64M | 0.73% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,709 | $1.63M | 0.09% | +97+3.7% | Added |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.63M | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.63M | 0.17% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,659 | $1.60M | 0.01% | +436+19.6% | Added |
| Bradley Foster & Sargent Inc | 2,625 | $1.58M | 0.02% | −38−1.4% | Reduced |
| ARK & TLK Investments, LLC | 2,617 | $1.58M | 0.43% | −48−1.8% | Reduced |
| Patriot Investment Management Inc. | 2,606 | $1.57M | 0.10% | +2,606 | New |