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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 1,463 | $882.6K | 0.17% | −14−0.9% | Reduced |
| Rialto Wealth Management, LLC | 1,463 | $882.6K | 0.21% | −8−0.5% | Reduced |
| Tritonpoint Wealth, LLC | 1,457 | $882.2K | 0.09% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,457 | $878.9K | 0.21% | +4+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,455 | $877.5K | 0.11% | −10−0.7% | Reduced |
| Petix & Botte Co | 1,450 | $874.8K | 0.20% | 00.0% | Unchanged |
| Park National Corp | 1,450 | $874.8K | 0.03% | +171+13.4% | Added |
| Sequoia Financial Advisors, LLC | 1,447 | $873.2K | 0.00% | −34−2.3% | Reduced |
| MontVue Capital Management, Inc. | 1,447 | $872.9K | 0.58% | +30+2.1% | Added |
| BigSur Wealth Management LLC | 1,440 | $871.9K | 0.21% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,427 | $864.1K | 0.15% | −5−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,426 | $863.5K | 0.14% | +23+1.6% | Added |
| Panoramic Capital Partners, LLC | 1,429 | $862.2K | 0.53% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,426 | $860.3K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,416 | $854.2K | 0.02% | −115−7.5% | Reduced |
| Alesco Advisors LLC | 1,415 | $853.6K | 0.02% | −4−0.3% | Reduced |
| WealthSpring Partners, LLC | 1,414 | $852.9K | 0.87% | +1,414 | New |
| Leisure Capital Management | 1,405 | $847.6K | 0.28% | 00.0% | Unchanged |
| LCNB Corp | 1,405 | $847.6K | 0.28% | −35−2.4% | Reduced |
| Samalin Investment Counsel, LLC | 1,402 | $845.8K | 0.30% | −25−1.8% | Reduced |
| Lam Group, Inc. | 1,400 | $844.6K | 0.48% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,400 | $844.6K | 0.01% | +326+30.4% | Added |
| Fiduciary Alliance LLC | 1,398 | $843.5K | 0.06% | +111+8.6% | Added |
| Sawgrass Asset Management LLC | 1,393 | $840.4K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,388 | $837.4K | 0.04% | −5−0.4% | Reduced |
| Andrews, Lucia Wealth Management LLC | 1,382 | $833.8K | 0.50% | 00.0% | Unchanged |
| Fca Corp | 1,380 | $832.5K | 0.24% | 00.0% | Unchanged |
| M. Kraus & Co | 1,375 | $829.5K | 0.23% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,372 | $827.7K | 0.11% | +1+0.1% | Added |
| Old Point Trust & Financial Services N A | 1,370 | $826.5K | 0.26% | −34−2.4% | Reduced |
| Harmony Asset Management LLC | 1,369 | $825.9K | 0.28% | 00.0% | Unchanged |
| Ashford Advisors, LLC | 1,361 | $824.0K | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,365 | $823.7K | 0.01% | −28−2.0% | Reduced |
| Opulen Financial Group LLC | 1,363 | $822.4K | 0.60% | +196+16.8% | Added |
| BankPlus Trust Department | 1,362 | $821.7K | 0.21% | −18−1.3% | Reduced |
| Omega Financial Group, LLC | 1,361 | $821.3K | 0.27% | −52−3.7% | Reduced |
| McGuire Investment Group, LLC | 1,354 | $816.8K | 0.09% | −17−1.2% | Reduced |
| Impact Capital Partners LLC | 1,345 | $811.4K | 0.24% | +542+67.5% | Added |
| Glaxis Capital Management, LLC | 1,340 | $808.4K | 1.38% | −610−31.3% | Reduced |
| United Community Bank | 1,337 | $806.6K | 0.30% | −34−2.5% | Reduced |
| 3EDGE Asset Management, LP | 1,334 | $805.0K | 0.04% | +245+22.5% | Added |
| Aspen Grove Capital, LLC | 1,328 | $804.8K | 0.14% | +827+165.1% | Added |
| Viawealth, LLC | 1,325 | $799.3K | 0.45% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,316 | $793.9K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,300 | $784.5K | 0.04% | +1,300 | New |
| Appleton Partners Inc | 1,300 | $784.0K | 0.05% | −140−9.7% | Reduced |
| TradeLink Capital LLC | 1,300 | $784.0K | 6.27% | +390+42.9% | Added |
| Schrum Private Wealth Management LLC | 1,298 | $783.3K | 0.58% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,290 | $778.4K | 0.43% | −451−25.9% | Reduced |
| Compass Capital Corp | 1,185 | $776.5K | 0.30% | −1,486−55.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,284 | $774.4K | 0.02% | −1−0.1% | Reduced |
| Prosperity Bancshares Inc | 1,277 | $770.4K | 0.70% | +1,277 | New |
| TCI Wealth Advisors, Inc. | 1,268 | $765.0K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,265 | $763.1K | 0.14% | 00.0% | Unchanged |
| Sentinel Wealth Management, Inc. | 1,260 | $762.9K | 0.63% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,258 | $759.2K | 0.28% | −30−2.3% | Reduced |
| Miramar Capital, LLC | 1,252 | $755.3K | 0.17% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,249 | $753.6K | 0.27% | +214+20.7% | Added |
| STAR Financial Bank | 1,245 | $751.1K | 0.38% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,245 | $751.1K | 0.01% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,242 | $749.7K | 0.06% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,237 | $746.3K | 0.10% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,236 | $745.8K | 0.29% | +3+0.2% | Added |
| Nicolet Bankshares Inc | 1,235 | $745.1K | 0.12% | −6−0.5% | Reduced |
| HM Payson & Co | 1,228 | $740.8K | 0.01% | −166−11.9% | Reduced |
| Garrett Investment Advisors LLC | 1,225 | $739.0K | 0.06% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 1,224 | $738.4K | 0.64% | −430−26.0% | Reduced |
| Simon Quick Advisors, LLC | 1,224 | $738.3K | 0.03% | +11+0.9% | Added |
| Kaydan Wealth Management, Inc. | 1,220 | $736.0K | 0.21% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,214 | $732.6K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,209 | $729.5K | 0.02% | +673+125.6% | Added |
| Exencial Wealth Advisors, LLC | 1,208 | $728.5K | 0.02% | −38−3.0% | Reduced |
| Peak Planning Group, LLC | 1,207 | $728.4K | 0.20% | −31−2.5% | Reduced |
| Ghe, LLC | 1,200 | $723.9K | 0.24% | +1,200 | New |
| First American Trust, FSB | 1,195 | $720.9K | 0.05% | +800+202.5% | Added |
| Sage Mountain Advisors LLC | 1,190 | $717.9K | 0.04% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,132 | $715.8K | 0.15% | +165+17.1% | Added |
| Mission Wealth Management, LP | 1,185 | $714.7K | 0.01% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,178 | $710.7K | 0.27% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,177 | $710.1K | 0.48% | −21−1.8% | Reduced |
| CX Institutional | 1,176 | $709.0K | 0.02% | +100+9.3% | Added |
| Cascade Financial Partners, LLC | 1,175 | $708.9K | 0.07% | −88−7.0% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,172 | $707.0K | 0.66% | +1,172 | New |
| Marion Wealth Management | 1,111 | $706.8K | 0.16% | +3+0.3% | Added |
| River Wealth Advisors LLC | 1,171 | $706.4K | 0.08% | −2−0.2% | Reduced |
| XTX Topco Ltd | 1,171 | $706.4K | 0.02% | +1,171 | New |
| WealthPLAN Partners, LLC | 1,165 | $702.8K | 0.10% | −106−8.3% | Reduced |
| Venture Visionary Partners LLC | 1,162 | $701.1K | 0.02% | 00.0% | Unchanged |
| Stanich Group LLC | 1,161 | $700.6K | 0.53% | +1+0.1% | Added |
| Truepoint, Inc. | 1,157 | $698.0K | 0.02% | −19−1.6% | Reduced |
| Parkside Financial Bank & Trust | 1,152 | $695.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,151 | $694.4K | 0.03% | 00.0% | Unchanged |
| Finivi Inc. | 1,151 | $694.3K | 0.40% | +360+45.5% | Added |
| Livet Wealth, LLC | 1,150 | $693.8K | 0.43% | +1,150 | New |
| Pacific Sun Financial Corp | 1,142 | $690.4K | 0.33% | −22−1.9% | Reduced |
| Round Rock Advisors, LLC | 1,144 | $690.2K | 0.10% | −9−0.8% | Reduced |
| Rathbone Brothers plc | 1,140 | $687.7K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $684.1K | 0.13% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,131 | $682.3K | 0.13% | −117−9.4% | Reduced |
| Stone Point Wealth LLC | 1,128 | $680.5K | 0.18% | −55−4.6% | Reduced |