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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 2,591 | $1.56M | 0.06% | +140+5.7% | Added |
| Semitam Bonam LLC | 2,588 | $1.56M | 1.30% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,587 | $1.56M | 0.11% | +1,067+70.2% | Added |
| CSS LLC | 2,580 | $1.56M | 0.09% | +1,220+89.7% | Added |
| Deutsche Bank AG | 2,565 | $1.55M | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,560 | $1.54M | 0.06% | +2,560 | New |
| Kingswood Wealth Advisors, LLC | 2,554 | $1.54M | 0.07% | +1,511+144.9% | Added |
| O'Shaughnessy Asset Management, LLC | 2,551 | $1.54M | 0.01% | −86−3.3% | Reduced |
| We Are One Seven, LLC | 2,550 | $1.54M | 0.03% | −54−2.1% | Reduced |
| Neuberger Berman Group LLC | 2,533 | $1.53M | 0.00% | −67−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,522 | $1.52M | 0.05% | −25−1.0% | Reduced |
| MidFirst Bank | 2,522 | $1.52M | 0.12% | +2,522 | New |
| Cary Street Partners Financial LLC | 2,518 | $1.52M | 0.04% | +50+2.0% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.51M | 0.47% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,495 | $1.50M | 1.12% | −22−0.9% | Reduced |
| Zions Bancorporation, National Association | 2,474 | $1.49M | 0.07% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,473 | $1.49M | 0.57% | −165−6.3% | Reduced |
| Kingsview Wealth Management, LLC | 2,472 | $1.49M | 0.02% | +336+15.7% | Added |
| Equitable Trust Co | 2,470 | $1.49M | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,469 | $1.49M | 0.09% | +1,602+184.8% | Added |
| Ullmann Financial Group, Inc. | 2,505 | $1.49M | 0.15% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2,458 | $1.48M | 1.01% | +2,458 | New |
| Accredited Investors Inc. | 2,443 | $1.47M | 0.08% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,435 | $1.47M | 0.61% | −96−3.8% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.47M | 0.13% | +2,433 | New |
| Private Trust Co NA | 2,429 | $1.47M | 0.13% | −99−3.9% | Reduced |
| Triumph Capital Management | 2,413 | $1.46M | 0.31% | −52−2.1% | Reduced |
| Golden State Wealth Management, LLC | 2,411 | $1.45M | 0.15% | −754−23.8% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.45M | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,402 | $1.45M | 0.12% | −1,072−30.9% | Reduced |
| FNY Investment Advisers, LLC | 2,400 | $1.45M | 0.41% | +2,400 | New |
| Saxon Interests, Inc. | 2,375 | $1.43M | 0.51% | −13−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,373 | $1.43M | 0.03% | −273−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,365 | $1.43M | 0.00% | +2,365 | New |
| Beaumont Financial Advisors, LLC | 2,361 | $1.42M | 0.09% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,353 | $1.42M | 0.15% | −20−0.8% | Reduced |
| Virtue Asset Management LLC | 2,351 | $1.42M | 1.13% | −22−0.9% | Reduced |
| DV Trading LLC | 2,349 | $1.42M | 0.12% | +2,349 | New |
| Thrivent Financial for Lutherans | 2,335 | $1.42M | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,331 | $1.41M | 0.07% | +77+3.4% | Added |
| Quarry LP | 2,325 | $1.40M | 0.23% | +2,325 | New |
| Summit Trail Advisors, LLC | 2,310 | $1.40M | 0.02% | −164−6.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,311 | $1.39M | 0.46% | −46−2.0% | Reduced |
| Nwam LLC | 2,227 | $1.39M | 0.08% | +1,123+101.7% | Added |
| Wedbush Securities Inc | 2,287 | $1.38M | 0.04% | +2+0.1% | Added |
| American Capital Advisory, LLC | 2,279 | $1.37M | 0.60% | +5+0.2% | Added |
| Coldstream Capital Management Inc | 2,267 | $1.37M | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,263 | $1.37M | 0.49% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,257 | $1.36M | 0.11% | +285+14.5% | Added |
| Tompkins Financial Corp | 2,241 | $1.35M | 0.11% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 2,236 | $1.35M | 1.20% | +150+7.2% | Added |
| Capital Investment Counsel, LLC | 2,227 | $1.34M | 0.19% | +132+6.3% | Added |
| Kennebec Savings Bank | 2,210 | $1.33M | 1.15% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,203 | $1.33M | 0.05% | −197−8.2% | Reduced |
| Signal Tree Financial Partners LLC | 2,189 | $1.32M | 1.01% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 2,163 | $1.31M | 0.12% | +2,163 | New |
| Montecito Bank & Trust | 2,161 | $1.30M | 0.21% | −239−10.0% | Reduced |
| Sunflower Bank, N.A. | 2,148 | $1.30M | 0.33% | −58−2.6% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.30M | 0.42% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2,143 | $1.29M | 0.48% | +58+2.8% | Added |
| AlphaStar Capital Management, LLC | 2,131 | $1.29M | 0.09% | −151−6.6% | Reduced |
| Plancorp, LLC | 2,129 | $1.28M | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,127 | $1.28M | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,125 | $1.28M | 0.12% | 00.0% | Unchanged |
| L & S Advisors Inc | 2,124 | $1.28M | 0.12% | +29+1.4% | Added |
| Sentinel Trust Co Lba | 2,124 | $1.28M | 0.13% | −10.0% | Reduced |
| Toronto Dominion Bank | 2,123 | $1.28M | 0.00% | +2,023+2,023.0% | Added |
| Cannon Capital Management, Inc. | 2,121 | $1.28M | 1.13% | +2,121 | New |
| Emprise Bank | 2,121 | $1.28M | 0.53% | +25+1.2% | Added |
| Eldridge Investment Advisors, Inc. | 2,120 | $1.28M | 0.28% | −176−7.7% | Reduced |
| Granite Bay Wealth Management, LLC | 2,116 | $1.28M | 0.31% | +5+0.2% | Added |
| XML Financial, LLC | 2,111 | $1.27M | 0.10% | −591−21.9% | Reduced |
| Bank of Hawaii | 2,087 | $1.26M | 0.06% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,071 | $1.25M | 0.07% | +4+0.2% | Added |
| Summit Wealth Partners, LLC | 2,067 | $1.25M | 0.23% | −1,165−36.0% | Reduced |
| Sunbeam Capital Management, LLC | 2,063 | $1.24M | 0.74% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,061 | $1.24M | 0.28% | +5+0.2% | Added |
| Choate Investment Advisors | 2,057 | $1.24M | 0.02% | −232−10.1% | Reduced |
| Oxford Financial Group Ltd | 2,055 | $1.24M | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,053 | $1.24M | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 2,053 | $1.24M | 0.00% | +2,053 | New |
| TruWealth Advisors, LLC | 2,050 | $1.24M | 0.06% | −51−2.4% | Reduced |
| Gryphon Financial Partners LLC | 2,041 | $1.23M | 0.13% | −95−4.4% | Reduced |
| Bill Few Associates, Inc. | 2,036 | $1.23M | 0.30% | +6+0.3% | Added |
| Osborne Partners Capital Management, LLC | 2,034 | $1.23M | 0.06% | −381−15.8% | Reduced |
| Gator Capital Management, LLC | 2,028 | $1.22M | 0.25% | +221+12.2% | Added |
| J.Safra Asset Management Corp | 2,022 | $1.22M | 0.06% | +1,099+119.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.21M | 0.06% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.21M | 0.16% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 2,000 | $1.21M | 0.90% | +1,000+100.0% | Added |
| Arthur M. Cohen & Associates, LLC | 1,991 | $1.21M | 0.20% | +771+63.2% | Added |
| NCM Capital Management, LLC | 1,988 | $1.20M | 0.44% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,984 | $1.20M | 0.53% | −9−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,983 | $1.20M | 0.19% | +1+0.1% | Added |
| Clear Harbor Asset Management, LLC | 1,981 | $1.20M | 0.08% | −45−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,978 | $1.19M | 0.04% | −6,550−76.8% | Reduced |
| National Asset Management, Inc. | 1,962 | $1.18M | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,955 | $1.18M | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,946 | $1.17M | 0.20% | −27−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,866 | $1.17M | 0.25% | +131+7.6% | Added |