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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 8,638 | $5.33M | 0.02% | 00.0% | Unchanged |
| Paller Financial Services Inc | 8,671 | $5.35M | 4.42% | −512−5.6% | Reduced |
| North Star Investment Management Corp. | 8,729 | $5.38M | 0.33% | +433+5.2% | Added |
| Highview Capital Management LLC | 8,763 | $5.40M | 1.96% | +669+8.3% | Added |
| Change Path, LLC | 8,800 | $5.43M | 0.13% | −567−6.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,200 | $5.45M | 1.82% | +96+1.2% | Added |
| Flow Traders U.S. LLC | 8,921 | $5.50M | 0.17% | +8,921 | New |
| Firestone Capital Management | 8,999 | $5.55M | 1.16% | −32−0.4% | Reduced |
| Motco | 9,148 | $5.64M | 0.52% | −118−1.3% | Reduced |
| Balboa Wealth Partners | 9,166 | $5.65M | 0.95% | −11−0.1% | Reduced |
| Winter & Associates, Inc. | 9,050 | $5.66M | 4.95% | −1,658−15.5% | Reduced |
| Barrett & Company, Inc. | 9,214 | $5.68M | 1.96% | −63−0.7% | Reduced |
| Laird Norton Trust Company, LLC | 9,326 | $5.77M | 0.13% | −45−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,339 | $5.77M | 0.30% | +141+1.5% | Added |
| SRS Capital Advisors, Inc. | 9,493 | $5.86M | 0.17% | +8,713+1,117.1% | Added |
| Barclays PLC | 9,561 | $5.90M | 0.00% | −15,415−61.7% | Reduced |
| Sageworth Trust Co | 9,569 | $5.90M | 0.25% | 00.0% | Unchanged |
| Adirondack Trust Co | 9,587 | $5.91M | 1.99% | −721−7.0% | Reduced |
| Ti-Trust, Inc | 9,595 | $5.92M | 3.52% | +139+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 9,602 | $5.92M | 0.05% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 9,679 | $5.97M | 0.49% | −386−3.8% | Reduced |
| Central Trust Co | 9,707 | $5.99M | 0.12% | −30.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,708 | $5.99M | 0.03% | +2,193+29.2% | Added |
| Private Wealth Asset Management, LLC | 9,739 | $6.01M | 0.64% | −208−2.1% | Reduced |
| Allworth Financial LP | 9,850 | $6.07M | 0.02% | −7−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 9,933 | $6.14M | 2.70% | −301−2.9% | Reduced |
| RBF Capital, LLC | 10,000 | $6.17M | 0.30% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $6.17M | 5.33% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 10,138 | $6.25M | 4.21% | −263−2.5% | Reduced |
| Merit Financial Group, LLC | 10,221 | $6.30M | 0.05% | +594+6.2% | Added |
| Retirement Income Solutions, Inc | 10,228 | $6.31M | 1.08% | −95−0.9% | Reduced |
| Nicolet Bankshares Inc | 10,178 | $6.32M | 0.23% | +8,943+724.1% | Added |
| Prescott Group Capital Management, L.L.C. | 10,342 | $6.38M | 0.64% | −7,917−43.4% | Reduced |
| Palisade Asset Management, LLC | 10,451 | $6.45M | 0.65% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 10,482 | $6.47M | 3.01% | −121−1.1% | Reduced |
| Madison Park Capital Advisors, LLC | 10,551 | $6.51M | 5.11% | −128−1.2% | Reduced |
| Newport Capital Group, LLC | 10,556 | $6.52M | 3.97% | +272+2.6% | Added |
| Summit Financial, LLC | 10,542 | $6.52M | 0.08% | +313+3.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,572 | $6.52M | 0.45% | −260−2.4% | Reduced |
| G&S Capital LLC | 10,588 | $6.53M | 2.29% | +201+1.9% | Added |
| Linscomb & Williams, Inc. | 10,715 | $6.61M | 0.29% | −574−5.1% | Reduced |
| CIBC Bancorp USA Inc. | 10,821 | $6.67M | 0.01% | +10,821 | New |
| Community Bank, N.A. | 10,822 | $6.67M | 0.79% | −377−3.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,836 | $6.68M | 0.03% | +10,836 | New |
| Goelzer Investment Management, Inc. | 10,874 | $6.71M | 0.32% | 00.0% | Unchanged |
| Diversified Management Inc | 10,919 | $6.73M | 1.15% | +157+1.5% | Added |
| Latigo Investments, LLC | 10,962 | $6.76M | 3.37% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,004 | $6.79M | 0.15% | −705−6.0% | Reduced |
| Yousif Capital Management, LLC | 11,012 | $6.79M | 0.08% | +4,043+58.0% | Added |
| First Horizon Corp | 11,079 | $6.83M | 0.29% | −97−0.9% | Reduced |
| Boston Family Office LLC | 11,081 | $6.83M | 0.45% | −474−4.1% | Reduced |
| Hanover Advisors Inc | 11,128 | $6.86M | 2.79% | +10.0% | Added |
| Private Advisor Group, LLC | 11,148 | $6.88M | 0.03% | −189−1.7% | Reduced |
| CMG Global Holdings, LLC | 11,164 | $6.89M | 3.28% | −53−0.5% | Reduced |
| Mechanics Bank Trust Department | 11,328 | $6.99M | 0.97% | −214−1.9% | Reduced |
| Lodestar Private Asset Management LLC | 11,361 | $7.01M | 0.69% | +36+0.3% | Added |
| Harbour Investments, Inc. | 11,732 | $7.24M | 0.11% | +2,023+20.8% | Added |
| Capital Group Private Client Services, Inc. | 11,746 | $7.24M | 0.12% | −10.0% | Reduced |
| Wealthspire Advisors, LLC | 11,853 | $7.31M | 0.06% | +31+0.3% | Added |
| Sand Hill Global Advisors, LLC | 11,886 | $7.33M | 0.25% | −43−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 11,906 | $7.34M | 0.97% | +153+1.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,919 | $7.37M | 0.15% | +441+3.8% | Added |
| Warren Averett Asset Management, LLC | 12,125 | $7.48M | 0.06% | −422−3.4% | Reduced |
| Jones Financial Companies LLLP | 12,410 | $7.50M | 0.00% | +1,973+18.9% | Added |
| Grove Bank & Trust | 12,190 | $7.52M | 0.85% | −237−1.9% | Reduced |
| Sanctuary Advisors, LLC | 12,193 | $7.52M | 0.04% | +1,178+10.7% | Added |
| Pacific Center for Financial Services | 12,353 | $7.62M | 1.93% | −557−4.3% | Reduced |
| Paulson Wealth Management Inc. | 12,465 | $7.69M | 1.80% | +1,044+9.1% | Added |
| Buckingham Strategic Partners | 12,512 | $7.72M | 0.08% | −410−3.2% | Reduced |
| Seeds Investor LLC | 11,906 | $7.78M | 1.06% | −974−7.6% | Reduced |
| Renaissance Technologies LLC | 12,720 | $7.85M | 0.01% | +12,720 | New |
| Staley Capital Advisers Inc | 12,844 | $7.92M | 0.34% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,133 | $7.94M | 0.05% | +3,430+35.3% | Added |
| Busey Wealth Management | 13,070 | $8.06M | 0.22% | 00.0% | Unchanged |
| TKG Advisors, LLC | 13,235 | $8.16M | 3.37% | −74−0.6% | Reduced |
| Bearing Point Capital, LLC | 13,736 | $8.47M | 1.33% | −72−0.5% | Reduced |
| Alexis Investment Partners, LLC | 14,164 | $8.48M | 5.84% | +2,594+22.4% | Added |
| Mill Creek Capital Advisors, LLC | 13,787 | $8.50M | 0.17% | −207−1.5% | Reduced |
| AMG National Trust Bank | 13,814 | $8.52M | 0.18% | +5,360+63.4% | Added |
| Boyd Watterson Asset Management LLC | 13,936 | $8.60M | 2.64% | 00.0% | Unchanged |
| RMR Wealth Builders | 13,966 | $8.61M | 0.68% | −429−3.0% | Reduced |
| KCM Investment Advisors LLC | 14,012 | $8.64M | 0.29% | −444−3.1% | Reduced |
| Legal & General Group Plc | 14,200 | $8.76M | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 14,362 | $8.86M | 0.37% | −206−1.4% | Reduced |
| Cresset Asset Management, LLC | 14,768 | $9.13M | 0.04% | −11,526−43.8% | Reduced |
| Howard Capital Management Inc. | 14,964 | $9.23M | 0.15% | −229−1.5% | Reduced |
| Quantinno Capital Management LP | 15,027 | $9.27M | 0.02% | −1,197−7.4% | Reduced |
| Capstone Financial Advisors, Inc. | 15,178 | $9.36M | 0.50% | −30.0% | Reduced |
| NBT Bank N A | 15,209 | $9.38M | 0.61% | −521−3.3% | Reduced |
| Evercore Wealth Management, LLC | 15,390 | $9.49M | 0.15% | −170−1.1% | Reduced |
| Arvest Investments, Inc. | 15,505 | $9.56M | 1.30% | −642−4.0% | Reduced |
| Terry L. Blaker | 15,514 | $9.57M | 0.36% | −53−0.3% | Reduced |
| Canopy Partners, LLC | 15,548 | $9.59M | 3.29% | −959−5.8% | Reduced |
| Central Bank & Trust Co | 15,560 | $9.60M | 1.51% | +719+4.8% | Added |
| Agf Management Ltd | 15,569 | $9.60M | 0.04% | −225−1.4% | Reduced |
| Torrey-Payne Wealth Management, LLC | 15,836 | $9.77M | 8.96% | +36+0.2% | Added |
| Harbour Trust & Investment Management Co | 15,902 | $9.81M | 1.04% | −77−0.5% | Reduced |
| Legacy Advisors, LLC | 15,932 | $9.83M | 1.16% | +10+0.1% | Added |
| Montz Harcus Wealth Management LLC | 16,071 | $9.91M | 4.00% | +34+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 16,073 | $9.91M | 0.52% | −200−1.2% | Reduced |