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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.

Institutional holdersQ1 2026: 1,455 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ1 2026: $15.3B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Atomic Invest LLC1$3390.00%+1New
Cary Street Partner Investment Advisory LLC1$6170.00%00.0%Unchanged
Lodestone Wealth Management LLC2$1.23K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$1.25K0.00%−6−75.0%Reduced
IFG Advisory, LLC3$1.85K0.01%−4,560−99.9%Reduced
Coston, McIsaac & Partners6$3.00K0.00%−1−14.3%Reduced
Heritage Wealth Advisors5$3.08K0.00%−2,555−99.8%Reduced
Van Hulzen Asset Management, LLC5$3.08K0.00%+5New
LM Advisors LLC2,407$3.90K0.08%+67+2.9%Added
Caldwell Sutter Capital, Inc.7$4.32K0.00%00.0%Unchanged
Fairscale Capital, LLC8$4.95K0.00%00.0%Unchanged
Timmons Wealth Management, LLC9$5.41K0.01%−75−89.3%Reduced
Halbert Hargrove Global Advisors, LLC9$5.55K0.00%+9New
Solstein Capital, LLC10$6.17K0.00%00.0%Unchanged
Rossby Financial, LCC10$6.22K0.00%00.0%Unchanged
Oakworth Capital, Inc.11$6.78K0.00%00.0%Unchanged
Roble, Belko & Company, Inc11$7.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.12$7.40K0.00%00.0%Unchanged
Dunhill Financial, LLC14$8.63K0.00%00.0%Unchanged
Global Wealth Strategies & Associates14$8.63K0.00%−6−30.0%Reduced
Chapman Financial Group, LLC14$8.63K0.01%+14New
Kentucky Trust Co16$9.87K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.16$9.87K0.01%00.0%Unchanged
Valley National Advisers Inc17$10.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$10.3K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp18$11.1K0.01%00.0%Unchanged
Gill Capital Partners, LLC18$11.1K0.00%+18New
CKW Financial Group20$12.0K0.00%00.0%Unchanged
Olistico Wealth, LLC20$12.3K0.01%00.0%Unchanged
Ballast Advisors LLC20$12.3K0.00%+20New
Capital Analysts, LLC23$14.0K0.00%−6−20.7%Reduced
CVA Family Office, LLC23$14.2K0.00%+23New
Activest Wealth Management24$14.8K0.00%−30−55.6%Reduced
Bullseye Investment Management, LLC25$15.4K0.01%00.0%Unchanged
CGC Financial Services, LLC25$15.4K0.00%00.0%Unchanged
Signature Equity Partners, LLC25$15.4K0.01%00.0%Unchanged
Burkett Financial Services, LLC25$15.8K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC27$16.5K0.00%00.0%Unchanged
Gables Capital Management Inc.27$16.7K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.28$17.3K0.05%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.30$18.5K0.00%00.0%Unchanged
Webster Bank, N. A.35$21.6K0.00%00.0%Unchanged
Versant Capital Management, Inc36$22.2K0.00%+36New
Chilton Capital Management LLC36$22.2K0.00%−59−62.1%Reduced
Cornerstone Planning Group LLC34$22.3K0.00%+1+3.0%Added
SHP Wealth Management37$22.8K0.00%00.0%Unchanged
Monetary Solutions, Ltd40$24.7K0.02%00.0%Unchanged
Curio Wealth, LLC41$25.3K0.01%00.0%Unchanged
UMA Financial Services, Inc.42$25.9K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$27.1K0.01%00.0%Unchanged
Alerus Financial NA47$29.0K0.00%00.0%Unchanged
POM Investment Strategies, LLC47$29.0K0.04%+47New
PlanVest Financial, Inc47$29.2K0.02%+47New
Security National Bank48$29.6K0.00%00.0%Unchanged
Clean Yield Group49$30.2K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$30.6K0.00%00.0%Unchanged
Colonial Trust Advisors50$30.8K0.00%00.0%Unchanged
Sunbelt Securities, Inc.50$30.8K0.00%00.0%Unchanged
Aviso Financial Inc.50$30.8K0.00%00.0%Unchanged
Hollencrest Capital Management50$31.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC50$31.1K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC50$31.1K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$31.5K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)53$32.7K0.00%−2,320−97.8%Reduced
Evolution Advisers, Inc.54$33.0K0.01%00.0%Unchanged
Forum Finance Group S.A.66$33.0K0.02%+66New
Piscataqua Savings Bank56$34.5K0.02%00.0%Unchanged
High Point Wealth Management, LLC56$34.8K0.03%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.56$34.8K0.01%−15−21.1%Reduced
Marshall Investment Management, LLC61$37.6K0.02%+61New
Quest 10 Wealth Builders, Inc.62$38.2K0.03%−2−3.1%Reduced
Wall Street Access Asset Management, LLC70$39.7K0.01%+70New
Golden State Equity Partners66$40.7K0.00%+66New
Hanson & Doremus Investment Management69$43.0K0.00%−156−69.3%Reduced
St Germain D J Co Inc70$43.2K0.00%00.0%Unchanged
CoreFirst Bank & Trust70$43.2K0.02%00.0%Unchanged
MPWM Advisory Solutions, LLC70$43.2K0.02%00.0%Unchanged
Banque Cantonale Vaudoise74$46.0K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC76$47.1K0.00%−103−57.5%Reduced
Synergy Investment Management, LLC77$47.8K0.02%+77New
Acumen Wealth Advisors, LLC79$48.8K0.01%00.0%Unchanged
Bollard Group LLC80$49.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC79$49.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp80$49.3K0.01%00.0%Unchanged
Monetary Management Group Inc80$49.3K0.01%00.0%Unchanged
Southern Michigan Bank & Trust80$49.3K0.02%+80New
Dorato Capital Management77$49.6K0.04%−29−27.4%Reduced
Tripletail Wealth Management, LLC82$51.0K0.07%00.0%Unchanged
Perkins Coie Trust Co85$52.4K0.01%00.0%Unchanged
RMG Wealth Management LLC78$52.5K0.01%+78New
Smartleaf Asset Management LLC88$52.7K0.00%00.0%Unchanged
Albion Financial Group85$52.7K0.00%00.0%Unchanged
LRI Investments, LLC87$53.7K0.00%−445−83.6%Reduced
Islay Capital Management, LLC88$54.3K0.03%00.0%Unchanged
GGM Financials LLC89$54.8K0.03%00.0%Unchanged
First Community Trust NA90$55.5K0.04%00.0%Unchanged
Smallwood Wealth Investment Management, LLC90$55.5K0.03%00.0%Unchanged
Main Street Group, LTD90$55.5K0.02%+90New
1 North Wealth Services LLC98$60.4K0.02%00.0%Unchanged
Anchor Investment Management, LLC100$61.7K0.01%00.0%Unchanged