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 |
|---|---|---|---|---|---|
| Jacksonville Wealth Management, LLC | 1,126 | $679.5K | 0.48% | −10−0.9% | Reduced |
| Nemes Rush Group LLC | 1,121 | $676.4K | 0.06% | −17−1.5% | Reduced |
| City National Bank of Florida | 1,119 | $675.1K | 0.44% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 1,054 | $670.5K | 0.31% | +1,054 | New |
| BLB&B Advisors, LLC | 1,110 | $669.6K | 0.03% | +3+0.3% | Added |
| Summit Asset Management, LLC | 1,108 | $668.4K | 0.09% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,105 | $666.6K | 0.00% | +1,105 | New |
| Advocacy Wealth Management Services, LLC | 1,104 | $666.0K | 0.03% | +1,104 | New |
| Ronald Blue Trust, Inc. | 1,102 | $664.6K | 0.01% | +205+22.9% | Added |
| Vise Technologies, Inc. | 1,093 | $659.5K | 0.01% | +1,093 | New |
| Valeo Financial Advisors, LLC | 1,089 | $657.0K | 0.01% | +106+10.8% | Added |
| Kanawha Capital Management LLC | 1,086 | $655.2K | 0.05% | −38−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,083 | $653.6K | 0.05% | −2−0.2% | Reduced |
| Howland Capital Management LLC | 1,077 | $652.1K | 0.02% | −10−0.9% | Reduced |
| Fagan Associates, Inc. | 1,077 | $650.0K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,075 | $648.5K | 0.03% | −25−2.3% | Reduced |
| McIlrath & Eck, LLC | 1,075 | $648.5K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,075 | $648.5K | 0.06% | +1,075 | New |
| Certified Advisory Corp | 1,072 | $646.4K | 0.06% | +3+0.3% | Added |
| Mirador Capital Partners LP | 1,067 | $643.9K | 0.09% | +6+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $641.9K | 0.05% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,063 | $641.3K | 0.24% | −6−0.6% | Reduced |
| Fortress Private Ledger, LLC | 1,059 | $638.8K | 0.21% | −246−18.9% | Reduced |
| First Western Trust Bank | 1,055 | $636.5K | 0.03% | 00.0% | Unchanged |
| Cypress Capital, LLC | 1,054 | $636.1K | 0.18% | −52−4.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,054 | $635.9K | 0.18% | +1,054 | New |
| WSFS Capital Management, LLC | 1,053 | $635.4K | 0.03% | +6+0.6% | Added |
| Daytona Street Capital LLC | 1,050 | $633.4K | 0.52% | +1,050 | New |
| WBH Advisory Inc | 1,046 | $630.8K | 0.05% | +1+0.1% | Added |
| Citizens Business Bank | 1,041 | $628.0K | 0.10% | +566+119.2% | Added |
| GSB Wealth Management, LLC | 1,040 | $627.5K | 0.14% | +37+3.7% | Added |
| First National Trust Co | 1,039 | $626.8K | 0.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,032 | $622.6K | 0.16% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,031 | $622.0K | 0.03% | −124−10.7% | Reduced |
| MEMBERS Trust Co | 1,030 | $621.4K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,027 | $619.6K | 0.02% | +1,027 | New |
| United Bank | 1,025 | $618.4K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $617.2K | 0.07% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,000 | $615.3K | 0.95% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,017 | $613.7K | 0.09% | +1+0.1% | Added |
| Fortress Wealth Group, LLC | 977 | $613.0K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,016 | $612.9K | 0.01% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,011 | $609.9K | 0.02% | −3,792−79.0% | Reduced |
| Spire Wealth Management | 1,010 | $609.6K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,007 | $607.8K | 0.03% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,007 | $607.5K | 0.05% | +92+10.1% | Added |
| Avalon Trust Co | 1,000 | $603.3K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,000 | $603.3K | 0.14% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 999 | $602.8K | 0.01% | −450−31.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 994 | $599.7K | 0.40% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 993 | $598.9K | 0.01% | −20−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 992 | $598.5K | 0.04% | +3+0.3% | Added |
| Seven Mile Advisory | 992 | $598.5K | 0.10% | +305+44.4% | Added |
| Range Advisory, LLC | 991 | $597.5K | 0.15% | +991 | New |
| Tanager Wealth Management LLP | 988 | $596.0K | 0.06% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 986 | $595.1K | 0.40% | −6−0.6% | Reduced |
| Pollock Investment Advisors, LLC | 985 | $594.2K | 0.44% | 00.0% | Unchanged |
| Smithfield Trust Co | 984 | $591.0K | 0.03% | −375−27.6% | Reduced |
| Titleist Asset Management, LLC | 977 | $589.5K | 0.05% | −1−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 917 | $583.1K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 888 | $582.1K | 0.08% | +1+0.1% | Added |
| Maren Capital LLC | 964 | $581.6K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 961 | $579.8K | 0.01% | −795−45.3% | Reduced |
| BSW Wealth Partners | 960 | $579.1K | 0.07% | −151−13.6% | Reduced |
| Centiva Capital, LP | 960 | $579.1K | 0.04% | +960 | New |
| Clear Trail Advisors, LLC | 953 | $574.9K | 0.13% | +953 | New |
| Tower View Investment Management & Research LLC | 953 | $574.6K | 0.28% | −44−4.4% | Reduced |
| Glenview Trust Co | 952 | $574.3K | 0.01% | +62+7.0% | Added |
| HBK Sorce Advisory LLC | 873 | $571.9K | 0.01% | −21−2.3% | Reduced |
| Evernest Financial Advisors, LLC | 871 | $571.2K | 0.12% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 935 | $566.9K | 0.16% | −46−4.7% | Reduced |
| Seelaus Asset Management LLC | 939 | $566.5K | 0.45% | 00.0% | Unchanged |
| Bell Bank | 935 | $564.1K | 0.02% | −200−17.6% | Reduced |
| Cfo Capital Management LLC | 932 | $562.3K | 0.42% | +932 | New |
| Genesis Wealth Advisors, LLC | 931 | $561.7K | 0.38% | −30−3.1% | Reduced |
| Northland Securities, Inc. | 928 | $559.8K | 0.54% | +928 | New |
| HCR Wealth Advisors | 926 | $558.8K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 926 | $558.6K | 0.03% | −174−15.8% | Reduced |
| Lee Danner & Bass Inc | 925 | $558.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 | $556.2K | 0.01% | −3−0.3% | Reduced |
| JNBA Financial Advisors | 920 | $555.2K | 0.05% | −4−0.4% | Reduced |
| Leo Wealth, LLC | 920 | $555.1K | 0.04% | −53−5.4% | Reduced |
| Trillium Asset Management, LLC | 920 | $555.0K | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 914 | $551.5K | 0.09% | +50+5.8% | Added |
| Flynn Zito Capital Management, LLC | 911 | $549.7K | 0.20% | +2+0.2% | Added |
| Dentgroup LLC | 904 | $545.5K | 0.37% | −568−38.6% | Reduced |
| First PREMIER Bank | 902 | $544.0K | 0.12% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 899 | $542.5K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 897 | $541.1K | 0.01% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 891 | $537.6K | 0.12% | 00.0% | Unchanged |
| Creekside Partners | 889 | $536.2K | 0.23% | −6−0.7% | Reduced |
| Eagle Global Advisors LLC | 888 | $535.7K | 0.02% | −7−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 888 | $535.7K | 0.01% | +100+12.7% | Added |
| Congress Asset Management Co | 887 | $535.1K | 0.00% | −727−45.0% | Reduced |
| First Business Financial Services, Inc. | 887 | $535.1K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 885 | $534.2K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 880 | $532.9K | 0.02% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 883 | $532.6K | 0.31% | +77+9.6% | Added |
| Guyasuta Investment Advisors Inc | 879 | $530.0K | 0.03% | +1+0.1% | Added |
| Cypress Capital Advisors, LLC | 878 | $529.7K | 0.28% | −42−4.6% | Reduced |