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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 3,188 | $1.97M | 0.41% | −383−10.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,229 | $2.00M | 0.05% | +2,836+721.6% | Added |
| AlTi Global, Inc. | 3,247 | $2.01M | 0.04% | 00.0% | Unchanged |
| Embree Financial Group | 3,264 | $2.01M | 0.24% | +405+14.2% | Added |
| Bank of Nova Scotia | 3,311 | $2.04M | 0.00% | −3,210−49.2% | Reduced |
| CWS Financial Advisors, LLC | 3,325 | $2.05M | 0.53% | +12+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $2.07M | 0.01% | −2,141−39.0% | Reduced |
| ZWJ Investment Counsel Inc | 3,368 | $2.08M | 0.07% | −385−10.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,369 | $2.08M | 0.54% | −27−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 3,402 | $2.10M | 0.26% | −5−0.1% | Reduced |
| Sentinus, LLC | 3,428 | $2.11M | 0.19% | −22−0.6% | Reduced |
| Lavaca Capital LLC | 3,500 | $2.16M | 0.40% | −442−11.2% | Reduced |
| Horizon Investments, LLC | 3,508 | $2.16M | 0.02% | +1,699+93.9% | Added |
| McLaughlin Asset Management, Inc. | 3,518 | $2.17M | 2.07% | −17−0.5% | Reduced |
| Red Door Wealth Management, LLC | 3,518 | $2.17M | 0.23% | +5+0.1% | Added |
| Marin Bay Wealth Advisors, LLC | 3,546 | $2.19M | 1.32% | −4−0.1% | Reduced |
| Topsail Wealth Management, LLC | 3,551 | $2.19M | 0.32% | +70+2.0% | Added |
| HRT Financial LP | 3,561 | $2.20M | 0.01% | −247,021−98.6% | Reduced |
| Trust Point Inc. | 3,584 | $2.21M | 0.19% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,598 | $2.22M | 0.35% | −21,918−85.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,608 | $2.23M | 0.16% | −150−4.0% | Reduced |
| Freestone Capital Holdings, LLC | 3,621 | $2.23M | 0.07% | +193+5.6% | Added |
| Finley Financial, LLC | 3,625 | $2.24M | 1.05% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,629 | $2.24M | 0.17% | −500−12.1% | Reduced |
| Investment Advisory Group, LLC | 3,637 | $2.24M | 0.57% | −112−3.0% | Reduced |
| Revolve Wealth Partners, LLC | 3,649 | $2.25M | 0.29% | −136−3.6% | Reduced |
| Lewis Asset Management, LLC | 3,674 | $2.27M | 0.93% | −7−0.2% | Reduced |
| Churchill Financial Advisors, LLC | 3,677 | $2.27M | 0.48% | −33−0.9% | Reduced |
| Pincus Capital Management, LP | 3,695 | $2.28M | 1.59% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,715 | $2.29M | 0.01% | −20−0.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,718 | $2.29M | 1.49% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,734 | $2.30M | 0.12% | +205+5.8% | Added |
| Wealthcare Advisory Partners LLC | 3,740 | $2.31M | 0.04% | −24−0.6% | Reduced |
| Clientfirst Wealth Management, LLC | 3,741 | $2.31M | 1.95% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,743 | $2.31M | 1.21% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,767 | $2.32M | 0.21% | +71+1.9% | Added |
| Davidson Trust Co | 3,768 | $2.32M | 1.00% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,783 | $2.33M | 0.10% | −307−7.5% | Reduced |
| PKS Advisory Services, LLC | 3,795 | $2.34M | 0.54% | −41−1.1% | Reduced |
| Financial Life Planners | 3,808 | $2.35M | 1.80% | −73−1.9% | Reduced |
| Lionsbridge Wealth Management LLC | 3,827 | $2.36M | 2.37% | −705−15.6% | Reduced |
| CAPROCK Group, Inc. | 3,819 | $2.36M | 0.06% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,855 | $2.38M | 0.03% | +10.0% | Added |
| St. Johns Investment Management Company, LLC | 3,866 | $2.38M | 1.00% | −107−2.7% | Reduced |
| Baron Financial Group, LLC | 3,887 | $2.40M | 1.29% | −62−1.6% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.40M | 0.47% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,885 | $2.40M | 0.07% | −160−4.0% | Reduced |
| Park Capital Management, LLC | 3,895 | $2.40M | 2.34% | +69+1.8% | Added |
| Weil Company, Inc. | 3,912 | $2.41M | 0.54% | −602−13.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,915 | $2.41M | 0.01% | −1,174−23.1% | Reduced |
| International Assets Investment Management, LLC | 3,892 | $2.42M | 0.17% | −327−7.8% | Reduced |
| Banque Transatlantique SA | 3,963 | $2.44M | 0.06% | +3,963 | New |
| Connecticut Wealth Management, LLC | 3,985 | $2.46M | 0.10% | −559−12.3% | Reduced |
| All Terrain Financial Advisors, LLC | 3,992 | $2.46M | 0.77% | +429+12.0% | Added |
| Green Square Capital Advisors LLC | 3,995 | $2.46M | 0.26% | −299−7.0% | Reduced |
| Courier Capital LLC | 3,999 | $2.47M | 0.14% | +18+0.5% | Added |
| NorthRock Partners, LLC | 4,059 | $2.50M | 0.04% | −4−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,076 | $2.51M | 0.46% | −22−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,079 | $2.52M | 0.03% | +1,607+65.0% | Added |
| Farther Finance Advisors, LLC | 4,052 | $2.52M | 0.02% | +459+12.8% | Added |
| Sage Financial Management Group, Inc. | 4,103 | $2.53M | 0.78% | −93−2.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.56M | 0.81% | 00.0% | Unchanged |
| Atria Investments LLC | 4,199 | $2.59M | 0.03% | −5,446−56.5% | Reduced |
| Salem Investment Counselors Inc | 4,197 | $2.59M | 0.08% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,219 | $2.60M | 0.43% | +502+13.5% | Added |
| Expressive Wealth LLC | 3,831 | $2.61M | 2.49% | +70+1.9% | Added |
| Providence First Trust Co | 4,236 | $2.61M | 0.92% | −651−13.3% | Reduced |
| Victory Financial Group, LLC | 4,236 | $2.61M | 0.32% | −1,350−24.2% | Reduced |
| Blueline Advisors LLC | 4,242 | $2.62M | 2.03% | +918+27.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $2.63M | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,327 | $2.68M | 0.20% | +50+1.2% | Added |
| Veracity Capital LLC | 4,359 | $2.69M | 0.96% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,374 | $2.70M | 0.03% | −37−0.8% | Reduced |
| Diversified Trust Co | 4,403 | $2.72M | 0.05% | −191−4.2% | Reduced |
| Gilman Hill Asset Management, LLC | 4,408 | $2.72M | 0.41% | −40−0.9% | Reduced |
| WealthBridge Capital Management, LLC | 4,421 | $2.73M | 0.63% | +8+0.2% | Added |
| Winthrop Advisory Group LLC | 4,457 | $2.76M | 0.23% | −6−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,473 | $2.76M | 0.03% | +27+0.6% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.78M | 0.52% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,532 | $2.80M | 0.36% | +194+4.5% | Added |
| Shoker Investment Counsel, Inc. | 4,547 | $2.80M | 0.83% | −3−0.1% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.81M | 0.55% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,612 | $2.85M | 0.05% | −10.0% | Reduced |
| Two Sigma Securities, LLC | 4,651 | $2.87M | 0.33% | +4,651 | New |
| New England Private Wealth Advisors LLC | 4,677 | $2.88M | 0.33% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,724 | $2.91M | 0.02% | −1,332−22.0% | Reduced |
| Snowden Capital Advisors LLC | 4,720 | $2.92M | 0.08% | +10+0.2% | Added |
| Paladin Advisory Group, LLC | 4,734 | $2.92M | 2.22% | −516−9.8% | Reduced |
| Providence Financial Advisors, LLC | 4,751 | $2.93M | 1.67% | −442−8.5% | Reduced |
| Northstar Asset Management LLC | 4,755 | $2.93M | 0.66% | −60−1.2% | Reduced |
| Asset Management Group, Inc. | 4,800 | $2.96M | 0.48% | +36+0.8% | Added |
| Stephenson National Bank & Trust | 4,800 | $2.96M | 0.84% | −575−10.7% | Reduced |
| Independence Bank of Kentucky | 4,809 | $2.97M | 0.38% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,864 | $3.00M | 0.08% | −33−0.7% | Reduced |
| Meridian Wealth Management, LLC | 4,879 | $3.01M | 0.11% | +106+2.2% | Added |
| Johnson Financial Group, Inc. | 4,916 | $3.04M | 0.11% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 4,971 | $3.07M | 0.98% | −7−0.1% | Reduced |
| GLR Partners, LLC | 4,998 | $3.08M | 1.68% | +4,998 | New |
| Coastline Trust Co | 5,039 | $3.11M | 0.31% | +12+0.2% | Added |
| Spinnaker Trust | 5,055 | $3.12M | 0.17% | −10.0% | Reduced |