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, Q1 2026
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Mar 31, 2026. 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
- 1,455
- +43 vs. Q4 2025
- Shares held
- 24.9M
- −263.5K (−1.0%) vs. Q4 2025
- Total value
- $15.3B
- +$200.7M (+1.3%) vs. Q4 2025
- New holders
- 112
- 325 more added
- Sold out
- 69
- 542 more reduced
26 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,047,984 | $1.26B | 0.09% | −72,345−3.4% | Reduced |
| Morgan Stanley | 1,543,597 | $952.0M | 0.06% | +427,942+38.4% | Added |
| Wells Fargo & Company | 1,193,336 | $736.0M | 0.15% | −149,962−11.2% | Reduced |
| Northern Trust Corp | 1,061,192 | $654.5M | 0.09% | −13,802−1.3% | Reduced |
| US Bancorp | 969,958 | $598.2M | 0.73% | −10,692−1.1% | Reduced |
| Goldman Sachs Group Inc | 881,942 | $543.9M | 0.07% | −146,259−14.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 864,768 | $533.4M | 0.33% | +34,737+4.2% | Added |
| Pathstone Holdings, LLC | 840,196 | $518.2M | 2.06% | −6,676−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 699,307 | $431.3M | 0.25% | −5,326−0.8% | Reduced |
| UBS Group AG | 640,509 | $395.0M | 0.07% | +32,057+5.3% | Added |
| Raymond James Financial Inc | 497,191 | $306.6M | 0.09% | −60,801−10.9% | Reduced |
| Bank of Montreal | 488,938 | $301.6M | 0.13% | −24,852−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 317,029 | $195.5M | 0.13% | +71,778+29.3% | Added |
| Royal Bank of Canada | 299,723 | $184.9M | 0.04% | −52,600−14.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 298,766 | $184.1M | 0.54% | −334,544−52.8% | Reduced |
| JPMorgan Chase & Co | 304,162 | $182.2M | 0.01% | −66,457−17.9% | Reduced |
| MAI Capital Management | 264,073 | $162.9M | 0.92% | −1,129−0.4% | Reduced |
| Creative Planning | 248,681 | $153.4M | 0.10% | −27,883−10.1% | Reduced |
| Alliancebernstein L.P. | 251,130 | $151.5M | 0.05% | −7,424−2.9% | Reduced |
| HighTower Advisors, LLC | 235,008 | $144.9M | 0.15% | −1,083−0.5% | Reduced |
| Susquehanna International Group, LLP | 234,686 | $144.7M | 0.19% | +57,582+32.5% | Added |
| CI Private Wealth, LLC | 229,855 | $141.7M | 0.20% | −10,881−4.5% | Reduced |
| Arvest Bank Trust Division | 227,616 | $140.4M | 7.63% | −4,291−1.9% | Reduced |
| Conservest Capital Advisors, Inc. | 211,706 | $130.6M | 11.84% | −2,613−1.2% | Reduced |
| LPL Financial LLC | 163,404 | $100.8M | 0.03% | −11,042−6.3% | Reduced |
| Bank of New York Mellon Corp | 162,619 | $100.3M | 0.02% | −1,014−0.6% | Reduced |
| Welch & Forbes LLC | 161,554 | $99.6M | 1.29% | −5,199−3.1% | Reduced |
| Generali Asset Management SPA SGR | 158,983 | $98.1M | 2.05% | +158,983 | New |
| Waddell & Associates, LLC | 153,603 | $94.7M | 5.35% | +3,271+2.2% | Added |
| SG Americas Securities, LLC | 153,398 | $94.6M | 0.10% | +67,638+78.9% | Added |
| Commerce Bank | 141,154 | $87.1M | 0.42% | +114,538+430.3% | Added |
| Cerity Partners LLC | 138,738 | $85.6M | 0.12% | +7,186+5.5% | Added |
| Whittier Trust Co | 133,073 | $83.2M | 0.94% | +5,097+4.0% | Added |
| Balyasny Asset Management LLC | 124,317 | $76.7M | 0.15% | +33,554+37.0% | Added |
| Truist Financial Corp | 118,348 | $73.0M | 0.10% | −2,580−2.1% | Reduced |
| Hills Bank & Trust Co | 115,410 | $71.2M | 3.44% | −2,176−1.9% | Reduced |
| EP Wealth Advisors, LLC | 111,747 | $68.9M | 0.34% | +78,341+234.5% | Added |
| Brown Advisory Inc | 111,398 | $68.7M | 0.11% | −2,390−2.1% | Reduced |
| Colony Group, LLC | 107,744 | $66.5M | 0.07% | −13,521−11.1% | Reduced |
| Stifel Financial Corp | 106,846 | $65.9M | 0.06% | −13,763−11.4% | Reduced |
| Mariner, LLC | 106,752 | $65.7M | 0.08% | +2,192+2.1% | Added |
| Montag A & Associates Inc | 104,126 | $64.4M | 2.99% | +660+0.6% | Added |
| Cetera Investment Advisers | 89,367 | $55.1M | 0.06% | +2,533+2.9% | Added |
| Ameriprise Financial Inc | 87,418 | $53.9M | 0.01% | +5,377+6.6% | Added |
| Washington Trust Co | 85,504 | $52.7M | 1.78% | −311−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 84,363 | $52.0M | 1.00% | −2,198−2.5% | Reduced |
| Mirae Asset Securities (USA) Inc. | 83,318 | $51.4M | 2.43% | −27,813−25.0% | Reduced |
| Envestnet Asset Management Inc | 80,527 | $49.7M | 0.01% | +1,782+2.3% | Added |
| Advisor Group Holdings, Inc. | 75,901 | $46.9M | 0.07% | −14,037−15.6% | Reduced |
| Blair William & Co | 75,677 | $46.7M | 0.13% | +309+0.4% | Added |
| Henshaw Capital LLC | 75,050 | $46.3M | 1.72% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 72,103 | $44.5M | 0.06% | +1,582+2.2% | Added |
| Captrust Financial Advisors | 67,864 | $41.9M | 0.07% | −130−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 63,092 | $41.7M | 0.53% | −225−0.4% | Reduced |
| Portland Global Advisors LLC | 65,441 | $40.4M | 4.30% | −1,064−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 63,514 | $39.7M | 0.81% | −4,316−6.4% | Reduced |
| Midwest Trust Co | 63,739 | $39.3M | 0.49% | −1,276−2.0% | Reduced |
| Smith, Moore & Co. | 61,527 | $37.9M | 2.76% | +1,632+2.7% | Added |
| Madison Asset Management, LLC | 59,247 | $36.5M | 0.45% | −24,094−28.9% | Reduced |
| Citizens Financial Group Inc | 59,036 | $36.4M | 0.51% | −177−0.3% | Reduced |
| Pittenger & Anderson Inc | 58,782 | $36.3M | 1.44% | −6,050−9.3% | Reduced |
| Pinnacle Associates Ltd | 57,380 | $35.4M | 0.45% | −371−0.6% | Reduced |
| Massmutual Trust Co FSB | 57,054 | $35.2M | 0.96% | −1,095−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 56,520 | $34.9M | 0.06% | +3,171+5.9% | Added |
| OFS Enterprise LLC | 56,110 | $34.6M | 10.17% | +56,110 | New |
| MetLife Investment Management | 55,700 | $34.4M | 0.18% | +3,400+6.5% | Added |
| Lido Advisors, LLC | 54,342 | $33.6M | 0.13% | −192−0.4% | Reduced |
| Baird Financial Group, Inc. | 53,888 | $33.2M | 0.05% | +3,386+6.7% | Added |
| SummitTX Capital, L.P. | 53,484 | $33.0M | 1.05% | +15,617+41.2% | Added |
| Citigroup Inc | 51,445 | $31.7M | 0.02% | +18,838+57.8% | Added |
| SCS Capital Management LLC | 50,341 | $31.0M | 0.33% | −2,112−4.0% | Reduced |
| Crewe Advisors LLC | 50,125 | $30.9M | 2.64% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 49,887 | $30.8M | 0.39% | −3,271−6.2% | Reduced |
| Heritage Investors Management Corp | 49,152 | $30.3M | 0.92% | −769−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 45,646 | $30.3M | 0.68% | +64+0.1% | Added |
| GTS Securities LLC | 47,969 | $29.6M | 1.05% | +47,969 | New |
| Fifth Third Bancorp | 47,882 | $29.5M | 0.05% | +39,984+506.3% | Added |
| Pinnacle Financial Partners, Inc. | 47,547 | $29.3M | 0.22% | +2,953+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,685 | $28.4M | 0.06% | −41,266−47.5% | Reduced |
| Cumberland Advisors Inc | 44,807 | $27.6M | 10.82% | +860+2.0% | Added |
| Janney Montgomery Scott LLC | 44,437 | $27.4M | 0.07% | −8,233−15.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,301 | $27.3M | 3.68% | −99−0.2% | Reduced |
| IFG Advisors, LLC | 44,274 | $27.3M | 4.47% | −1,348−3.0% | Reduced |
| Millennium Management LLC | 44,240 | $27.3M | 0.02% | +35,665+415.9% | Added |
| LCM Capital Management Inc | 43,713 | $27.0M | 13.53% | +140+0.3% | Added |
| Clearstead Advisors, LLC | 43,688 | $26.9M | 0.25% | −676−1.5% | Reduced |
| Klingman & Associates, LLC | 41,668 | $25.7M | 1.23% | −160−0.4% | Reduced |
| Ascent Wealth Partners, LLC | 41,532 | $25.6M | 2.98% | −22,796−35.4% | Reduced |
| Tandem Wealth Advisors LLC | 40,661 | $25.1M | 11.18% | −638−1.5% | Reduced |
| Marshall Wace, LLP | 40,412 | $24.9M | 0.03% | +8,350+26.0% | Added |
| GFS Advisors, LLC | 63,009 | $24.7M | 1.75% | +47,381+303.2% | Added |
| FMR LLC | 39,253 | $24.2M | 0.00% | +2,503+6.8% | Added |
| RMB Capital Management, LLC | 38,039 | $23.5M | 0.42% | +207+0.5% | Added |
| Conning Inc. | 38,022 | $23.5M | 0.78% | −574−1.5% | Reduced |
| Kestra Advisory Services, LLC | 37,293 | $23.0M | 0.09% | +11,174+42.8% | Added |
| Johnson Investment Counsel Inc | 37,076 | $22.9M | 0.18% | −650−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,048 | $22.9M | 0.06% | +3,212+9.5% | Added |
| 1st Source Bank | 35,980 | $22.2M | 1.14% | −60.0% | Reduced |
| TSG Advice Partners, LLC | 35,383 | $21.8M | 3.27% | −67,768−65.7% | Reduced |
| Bessemer Group Inc | 34,643 | $21.4M | 0.03% | −54,594−61.2% | Reduced |