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 | 1,127 | $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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 2,019 | $1.35M | 0.41% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,202 | $1.36M | 0.12% | −55−2.4% | Reduced |
| Cary Street Partners Financial LLC | 2,208 | $1.36M | 0.03% | −310−12.3% | Reduced |
| Kennebec Savings Bank | 2,210 | $1.36M | 1.22% | 00.0% | Unchanged |
| Plancorp, LLC | 2,129 | $1.37M | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,226 | $1.37M | 0.04% | +1,199+116.7% | Added |
| Tompkins Financial Corp | 2,241 | $1.38M | 0.11% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2,256 | $1.39M | 0.58% | +113+5.3% | Added |
| Allred Capital Management, LLC | 2,263 | $1.40M | 0.51% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,283 | $1.41M | 0.57% | +4+0.2% | Added |
| WJ Financial Advisors LLC | 2,306 | $1.42M | 1.15% | +70+3.1% | Added |
| Sequoia Financial Advisors, LLC | 2,316 | $1.43M | 0.01% | +869+60.1% | Added |
| Beaumont Financial Advisors, LLC | 2,318 | $1.43M | 0.10% | −43−1.8% | Reduced |
| Thrivent Financial for Lutherans | 2,331 | $1.44M | 0.00% | −4−0.2% | Reduced |
| Virtue Asset Management LLC | 2,351 | $1.45M | 1.15% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,353 | $1.45M | 0.17% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,369 | $1.46M | 0.06% | +166+7.5% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,374 | $1.46M | 0.49% | +63+2.7% | Added |
| Capital Investment Counsel, LLC | 2,379 | $1.47M | 0.20% | +152+6.8% | Added |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.47M | 0.14% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,395 | $1.48M | 0.61% | −40−1.6% | Reduced |
| Golden State Wealth Management, LLC | 2,398 | $1.48M | 0.16% | −13−0.5% | Reduced |
| Cozad Asset Management Inc | 2,403 | $1.48M | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,439 | $1.50M | 0.04% | +152+6.6% | Added |
| Private Trust Co NA | 2,452 | $1.51M | 0.14% | +23+0.9% | Added |
| First Financial Corp | 2,453 | $1.51M | 0.59% | +762+45.1% | Added |
| Bedminster, LLC | 2,457 | $1.52M | 1.41% | −272−10.0% | Reduced |
| Disciplined Investments, LLC | 2,464 | $1.52M | 0.55% | −9−0.4% | Reduced |
| Accredited Investors Inc. | 2,468 | $1.52M | 0.08% | +25+1.0% | Added |
| Equitable Trust Co | 2,470 | $1.52M | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,474 | $1.53M | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,475 | $1.53M | 0.03% | −286−10.4% | Reduced |
| Insigneo Advisory Services, LLC | 2,480 | $1.53M | 0.11% | −107−4.1% | Reduced |
| Ullmann Financial Group, Inc. | 2,489 | $1.54M | 0.16% | −16−0.6% | Reduced |
| MidFirst Bank | 2,494 | $1.54M | 0.13% | −28−1.1% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.54M | 0.49% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,513 | $1.55M | 0.00% | −20−0.8% | Reduced |
| Tower Bridge Advisors | 2,516 | $1.55M | 0.15% | +2,516 | New |
| Peterson Wealth Management | 2,518 | $1.55M | 0.90% | +23+0.9% | Added |
| Semitam Bonam LLC | 2,523 | $1.56M | 1.27% | −65−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,540 | $1.57M | 0.07% | −14−0.5% | Reduced |
| XML Financial, LLC | 2,556 | $1.58M | 0.13% | +445+21.1% | Added |
| Focus Financial Network, Inc. | 2,560 | $1.58M | 0.06% | −237−8.5% | Reduced |
| Deutsche Bank AG | 2,565 | $1.58M | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,571 | $1.59M | 0.05% | −20−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 2,595 | $1.60M | 0.02% | −30−1.1% | Reduced |
| Patriot Investment Management Inc. | 2,606 | $1.61M | 0.10% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,607 | $1.61M | 0.03% | +57+2.2% | Added |
| ARK & TLK Investments, LLC | 2,617 | $1.61M | 0.44% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,622 | $1.62M | 0.71% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,647 | $1.63M | 0.89% | −476−15.2% | Reduced |
| GW&K Investment Management, LLC | 2,659 | $1.64M | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,686 | $1.66M | 0.09% | −23−0.8% | Reduced |
| Summit Wealth Partners, LLC | 2,694 | $1.66M | 0.26% | +627+30.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.67M | 0.18% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.67M | 0.09% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,712 | $1.67M | 1.00% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,730 | $1.69M | 0.64% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.69M | 0.89% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.69M | 0.51% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 2,710 | $1.69M | 0.47% | +10+0.4% | Added |
| Coyle Financial Counsel LLC | 2,747 | $1.69M | 0.36% | −2−0.1% | Reduced |
| TSFG, LLC | 2,773 | $1.71M | 0.26% | −4−0.1% | Reduced |
| Hardy Reed LLC | 2,775 | $1.71M | 0.12% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,781 | $1.72M | 0.30% | −475−14.6% | Reduced |
| Price T Rowe Associates Inc | 2,789 | $1.72M | 0.00% | +1,295+86.7% | Added |
| Fiducient Advisors LLC | 2,791 | $1.72M | 0.23% | −28−1.0% | Reduced |
| CSS LLC | 2,810 | $1.73M | 0.10% | +230+8.9% | Added |
| Integrated Advisors Network LLC | 2,836 | $1.75M | 0.09% | −387−12.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $1.75M | 0.08% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,845 | $1.75M | 1.19% | −84−2.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,847 | $1.76M | 0.02% | −8,388−74.7% | Reduced |
| Alpha Wealth Funds, LLC | 2,870 | $1.77M | 1.26% | −161−5.3% | Reduced |
| Northwest Bancshares, Inc. | 2,870 | $1.77M | 0.35% | −46−1.6% | Reduced |
| SlateStone Wealth, LLC | 2,875 | $1.77M | 0.15% | −10−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,877 | $1.77M | 0.42% | −81−2.7% | Reduced |
| Berman McAleer LLC | 2,885 | $1.78M | 0.24% | −825−22.2% | Reduced |
| Summit Trail Advisors, LLC | 2,900 | $1.79M | 0.03% | +590+25.5% | Added |
| Tiemann Investment Advisors, LLC | 2,906 | $1.79M | 0.70% | −33−1.1% | Reduced |
| Quantbot Technologies LP | 2,914 | $1.80M | 0.07% | +2,914 | New |
| O'Shaughnessy Asset Management, LLC | 2,921 | $1.80M | 0.01% | +370+14.5% | Added |
| GenTrust, LLC | 2,914 | $1.80M | 0.08% | +45+1.6% | Added |
| Bitterroot Capital Advisors LLC | 2,929 | $1.81M | 1.10% | 00.0% | Unchanged |
| Regions Financial Corp | 2,960 | $1.83M | 0.01% | +60+2.1% | Added |
| Jane Street Group, LLC | 3,022 | $1.86M | 0.00% | −29,798−90.8% | Reduced |
| Independent Financial Group, LLC | 3,028 | $1.87M | 0.04% | −979−24.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,039 | $1.87M | 0.27% | −51−1.7% | Reduced |
| Aspiriant, LLC | 3,063 | $1.89M | 0.05% | −60−1.9% | Reduced |
| Finivi Inc. | 3,069 | $1.89M | 1.03% | +1,918+166.6% | Added |
| Jones Kertz & Associates, Inc. | 3,070 | $1.89M | 1.01% | −9−0.3% | Reduced |
| Junk Investment Group, LLC | 3,071 | $1.89M | 0.99% | +3,071 | New |
| Valmark Advisers, Inc. | 3,092 | $1.91M | 0.02% | −46−1.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.92M | 0.11% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 3,123 | $1.93M | 1.18% | −41−1.3% | Reduced |
| Venturi Wealth Management, LLC | 3,150 | $1.94M | 0.09% | −600−16.0% | Reduced |
| Caliber Wealth Management, LLC | 3,157 | $1.95M | 0.21% | −104−3.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,170 | $1.95M | 0.12% | −613−16.2% | Reduced |
| Gsa Capital Partners LLP | 3,169 | $1.96M | 0.12% | +767+31.9% | Added |
| Acorn Wealth Advisors, LLC | 3,171 | $1.96M | 0.57% | +1,365+75.6% | Added |
| Stratos Wealth Advisors, LLC | 3,177 | $1.96M | 0.12% | +425+15.4% | Added |