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 |
|---|---|---|---|---|---|
| Ssa Swiss Advisors AG | 5,082 | $3.13M | 1.45% | +415+8.9% | Added |
| Sigma Planning Corp | 5,101 | $3.15M | 0.09% | +138+2.8% | Added |
| Crescent Sterling, Ltd. | 5,118 | $3.16M | 3.05% | +154+3.1% | Added |
| Centaurus Financial, Inc. | 5,126 | $3.16M | 0.15% | −397−7.2% | Reduced |
| Arkadios Wealth Advisors | 5,142 | $3.17M | 0.05% | −495−8.8% | Reduced |
| Vanguard National Trust Co | 5,156 | $3.18M | 0.20% | +5,156 | New |
| Gamco Investors, Inc. Et Al | 5,159 | $3.18M | 0.03% | −6−0.1% | Reduced |
| Coldstream Capital Management Inc | 5,178 | $3.19M | 0.04% | +2,911+128.4% | Added |
| Eastern Bank | 5,194 | $3.20M | 0.05% | −142−2.7% | Reduced |
| Roan Capital Partners | 5,216 | $3.22M | 2.97% | +5,216 | New |
| HB Wealth Management, LLC | 5,248 | $3.24M | 0.02% | +274+5.5% | Added |
| TD Waterhouse Canada Inc. | 5,285 | $3.28M | 0.01% | +320+6.4% | Added |
| Means Investment Co., Inc. | 5,368 | $3.31M | 0.29% | −200−3.6% | Reduced |
| Argent Trust Co | 5,381 | $3.32M | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,480 | $3.38M | 0.04% | −431−7.3% | Reduced |
| Audent Global Asset Management, LLC | 4,582 | $3.39M | 3.38% | −1,213−20.9% | Reduced |
| Romano Brothers and Company | 5,599 | $3.45M | 0.39% | −31−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 5,637 | $3.48M | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,645 | $3.48M | 0.67% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,650 | $3.48M | 0.09% | −1,339−19.2% | Reduced |
| Greenleaf Trust | 5,665 | $3.49M | 0.03% | −79−1.4% | Reduced |
| Sowell Financial Services LLC | 5,674 | $3.50M | 0.13% | +343+6.4% | Added |
| TD Private Client Wealth LLC | 5,745 | $3.54M | 0.07% | −638−10.0% | Reduced |
| Apella Capital, LLC | 5,344 | $3.56M | 0.05% | −154−2.8% | Reduced |
| RSM US Wealth Management LLC | 54,054 | $3.56M | 0.04% | −250.0% | Reduced |
| Salomon & Ludwin, LLC | 5,738 | $3.57M | 0.32% | −132−2.2% | Reduced |
| Sepio Capital, LP | 5,810 | $3.58M | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,845 | $3.61M | 0.12% | +49+0.8% | Added |
| Crews Bank & Trust | 5,848 | $3.61M | 0.52% | −84−1.4% | Reduced |
| Sagespring Wealth Partners, LLC | 5,856 | $3.61M | 0.07% | −733−11.1% | Reduced |
| Signature Securities Group Corporation | 5,842 | $3.61M | 1.31% | +171+3.0% | Added |
| Precedent Wealth Partners, LLC | 5,880 | $3.63M | 0.73% | −6−0.1% | Reduced |
| Bryn Mawr Trust Co | 5,885 | $3.63M | 0.09% | −8−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 5,885 | $3.63M | 0.04% | +540+10.1% | Added |
| Matrix Asset Advisors Inc | 5,979 | $3.69M | 0.34% | −137−2.2% | Reduced |
| Tandem Investment Partners LLC | 6,011 | $3.71M | 3.14% | −159−2.6% | Reduced |
| Bailard, Inc. | 6,012 | $3.71M | 0.09% | −7−0.1% | Reduced |
| CIBC World Markets Inc. | 6,018 | $3.71M | 0.01% | −27−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 6,054 | $3.73M | 0.02% | −66−1.1% | Reduced |
| Woodstock Corp | 6,059 | $3.74M | 0.33% | +5+0.1% | Added |
| Resources Investment Advisors, LLC. | 6,065 | $3.74M | 0.04% | −236−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 6,093 | $3.76M | 0.04% | +217+3.7% | Added |
| Segment Wealth Management, LLC | 6,093 | $3.76M | 0.22% | −215−3.4% | Reduced |
| Advisory Services Network, LLC | 6,131 | $3.78M | 0.05% | −263−4.1% | Reduced |
| Elyxium Wealth, LLC | 6,200 | $3.82M | 1.23% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,221 | $3.84M | 0.30% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,222 | $3.84M | 0.08% | −256−4.0% | Reduced |
| Glen Eagle Advisors, LLC | 6,250 | $3.85M | 0.54% | −69−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,282 | $3.87M | 0.13% | −652−9.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,333 | $3.91M | 0.07% | +4,403+228.1% | Added |
| Charter Research & Investment Group, Inc. | 6,350 | $3.92M | 2.61% | +16+0.3% | Added |
| Sanders Morris Harris LLC | 9,450 | $3.98M | 0.63% | +8,450+845.0% | Added |
| Union Savings Bank | 6,453 | $3.98M | 1.74% | −122−1.9% | Reduced |
| Ballentine Partners, LLC | 6,518 | $4.02M | 0.06% | −298−4.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,533 | $4.03M | 1.57% | −114−1.7% | Reduced |
| Keystone Financial Group | 6,364 | $4.04M | 0.28% | −91−1.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,562 | $4.05M | 1.12% | −141−2.1% | Reduced |
| JMG Financial Group, Ltd. | 6,786 | $4.19M | 0.12% | −267−3.8% | Reduced |
| Davis R M Inc | 6,800 | $4.20M | 0.07% | −7−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 6,823 | $4.21M | 0.51% | −100−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,890 | $4.25M | 0.14% | −403−5.5% | Reduced |
| Keybank National Association | 7,007 | $4.32M | 0.02% | −320−4.4% | Reduced |
| Evensky & Katz LLC | 7,239 | $4.46M | 0.25% | −269−3.6% | Reduced |
| Midwest Financial Group LLC | 7,276 | $4.49M | 1.91% | −54−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 7,378 | $4.55M | 0.01% | −935−11.2% | Reduced |
| Brevan Howard Capital Management LP | 7,391 | $4.56M | 0.05% | +7,391 | New |
| GWM Advisors LLC | 7,402 | $4.57M | 0.02% | −171−2.3% | Reduced |
| Modera Wealth Management, LLC | 7,412 | $4.57M | 0.05% | −1,706−18.7% | Reduced |
| Breakwater Capital Group | 7,432 | $4.58M | 0.61% | −72−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,510 | $4.63M | 0.25% | −58−0.8% | Reduced |
| Intrepid Financial Planning Group LLC | 7,541 | $4.65M | 1.88% | −171−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 7,552 | $4.66M | 0.34% | −30.0% | Reduced |
| Nixon Peabody Trust Co | 7,556 | $4.66M | 0.37% | −7,389−49.4% | Reduced |
| Sonata Capital Group Inc | 7,620 | $4.70M | 1.73% | +182+2.4% | Added |
| Associated Banc-Corp | 7,643 | $4.71M | 0.12% | −39−0.5% | Reduced |
| Bokf, NA | 7,653 | $4.72M | 0.07% | −327−4.1% | Reduced |
| Fidelis Capital Partners, LLC | 7,657 | $4.72M | 0.34% | +317+4.3% | Added |
| Financial & Tax Architects, LLC | 7,690 | $4.74M | 1.06% | +7,690 | New |
| Crestwood Advisors Group LLC | 7,721 | $4.76M | 0.08% | −284−3.5% | Reduced |
| Peak Asset Management, LLC | 7,737 | $4.77M | 0.84% | −1,095−12.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,753 | $4.78M | 0.06% | +145+1.9% | Added |
| Perigon Wealth Management, LLC | 7,794 | $4.81M | 0.09% | +150+2.0% | Added |
| HSBC Holdings PLC | 7,831 | $4.82M | 0.00% | −854−9.8% | Reduced |
| Nicollet Investment Management, Inc. | 7,829 | $4.83M | 1.65% | −619−7.3% | Reduced |
| Haverford Trust Co | 7,832 | $4.83M | 0.04% | −56−0.7% | Reduced |
| Apollon Wealth Management, LLC | 7,890 | $4.87M | 0.08% | −411−5.0% | Reduced |
| Prospera Financial Services Inc | 7,892 | $4.87M | 0.08% | +15+0.2% | Added |
| Colorado Capital Management, Inc. | 7,906 | $4.88M | 1.82% | −294−3.6% | Reduced |
| RFG Advisory, LLC | 7,916 | $4.88M | 0.09% | −118−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,917 | $4.88M | 0.04% | +1,201+17.9% | Added |
| Fifth Third Securities, Inc. | 7,936 | $4.89M | 0.32% | −1,497−15.9% | Reduced |
| Bay Rivers Group | 8,166 | $5.04M | 2.10% | +194+2.4% | Added |
| Oppenheimer & Co Inc | 8,273 | $5.10M | 0.06% | −5,959−41.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,298 | $5.12M | 0.12% | −210−2.5% | Reduced |
| Leavell Investment Management, Inc. | 8,416 | $5.20M | 0.21% | −1,850−18.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $5.21M | 2.41% | +8,441 | New |
| Bank of New Hampshire | 8,479 | $5.23M | 1.20% | −47−0.6% | Reduced |
| Flputnam Investment Management Co | 8,516 | $5.25M | 0.08% | −138−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 8,540 | $5.27M | 0.17% | −1,676−16.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,550 | $5.27M | 1.26% | −15−0.2% | Reduced |