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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 16,225 | $10.0M | 0.16% | −405−2.4% | Reduced |
| First Financial Bank - Trust Division | 16,286 | $10.0M | 0.81% | −363−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,300 | $10.1M | 0.02% | +16,300 | New |
| Corsicana & Co. | 19,154 | $10.2M | 6.47% | +574+3.1% | Added |
| Brown Brothers Harriman & Co | 16,948 | $10.5M | 0.06% | −324−1.9% | Reduced |
| Granite FO LLC | 17,037 | $10.5M | 6.22% | +410+2.5% | Added |
| Hummer Financial Advisory Services Inc | 17,189 | $10.6M | 7.51% | +96+0.6% | Added |
| Dumont & Blake Investment Advisors LLC | 17,585 | $10.8M | 2.71% | −620−3.4% | Reduced |
| Wellspring Financial Advisors, LLC | 17,601 | $10.9M | 0.81% | −883−4.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,655 | $10.9M | 0.05% | +321+1.9% | Added |
| First National Bank of Omaha | 18,205 | $10.9M | 0.34% | +222+1.2% | Added |
| Ieq Capital, LLC | 17,709 | $10.9M | 0.05% | +277+1.6% | Added |
| Thrive Wealth Management, LLC | 17,760 | $11.0M | 1.63% | −425−2.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,967 | $11.1M | 2.35% | +17,967 | New |
| Csenge Advisory Group | 18,185 | $11.2M | 0.51% | −329−1.8% | Reduced |
| Lutz Financial Services LLC | 18,190 | $11.2M | 0.75% | −383−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 18,311 | $11.3M | 1.75% | −1,253−6.4% | Reduced |
| CWM, LLC | 18,355 | $11.3M | 0.03% | −193−1.0% | Reduced |
| Callan Family Office, LLC | 18,509 | $11.4M | 0.26% | −444−2.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,010 | $11.7M | 0.23% | −460−2.4% | Reduced |
| Old National Bancorp | 19,167 | $11.8M | 0.20% | −891−4.4% | Reduced |
| jvl associates llc | 19,689 | $12.1M | 4.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,434 | $12.6M | 0.03% | −3,665−15.2% | Reduced |
| Peddock Capital Advisors, LLC | 20,471 | $12.6M | 2.78% | +897+4.6% | Added |
| Ameritas Investment Partners, Inc. | 21,045 | $13.0M | 0.40% | +1,000+5.0% | Added |
| MCF Advisors LLC | 21,018 | $13.0M | 0.57% | −125−0.6% | Reduced |
| Nitorum Capital, L.P. | 21,216 | $13.1M | 11.49% | +21,216 | New |
| Caldwell Trust Co | 21,591 | $13.3M | 1.19% | +777+3.7% | Added |
| Savant Capital, LLC | 21,907 | $13.5M | 0.07% | −114−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,022 | $13.6M | 0.07% | −707−3.1% | Reduced |
| HighPoint Advisor Group LLC | 22,107 | $13.6M | 0.57% | +20.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 22,356 | $13.8M | 3.40% | −130−0.6% | Reduced |
| Glenmede Trust Co NA | 22,878 | $14.1M | 0.07% | −294−1.3% | Reduced |
| BlackRock, Inc. | 23,092 | $14.2M | 0.00% | +3,213+16.2% | Added |
| Franklin Resources Inc | 23,951 | $14.8M | 0.00% | +3,257+15.7% | Added |
| IMC-Chicago, LLC | 24,334 | $15.0M | 0.23% | +3,465+16.6% | Added |
| Simmons Bank | 24,461 | $15.1M | 1.01% | −53−0.2% | Reduced |
| Serenus Wealth Advisors, LLC | 26,012 | $16.0M | 3.20% | −333−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 26,910 | $16.6M | 0.27% | +4,910+22.3% | Added |
| Mercer Global Advisors Inc | 26,915 | $16.6M | 0.02% | −1,857−6.5% | Reduced |
| M&T Bank Corp | 27,479 | $16.9M | 0.06% | −3,846−12.3% | Reduced |
| Brookstone Capital Management | 30,417 | $18.8M | 0.21% | +14,533+91.5% | Added |
| DC Investments Management, LLC | 30,673 | $18.9M | 7.24% | +30,673 | New |
| Vestor Capital, LLC | 30,810 | $19.0M | 1.38% | +29,960+3,524.7% | Added |
| Curbstone Financial Management Corp | 31,188 | $19.2M | 3.68% | −130−0.4% | Reduced |
| Huntington National Bank | 1,818 | $19.4M | 0.11% | – | – |
| Waldron Private Wealth LLC | 31,646 | $19.5M | 0.76% | −997−3.1% | Reduced |
| Trustmark National Bank Trust Department | 31,740 | $19.6M | 1.26% | −384−1.2% | Reduced |
| AQR Capital Management LLC | 32,825 | $19.7M | 0.01% | +5,213+18.9% | Added |
| Youngs Advisory Group, Inc. | 32,568 | $20.1M | 7.14% | −80−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 33,113 | $20.4M | 0.28% | −1,277−3.7% | Reduced |
| Steele Capital Management, Inc. | 33,057 | $20.4M | 0.85% | −166−0.5% | Reduced |
| Jump Financial, LLC | 33,832 | $20.9M | 0.31% | +33,832 | New |
| Hancock Whitney Corp | 32,253 | $21.2M | 0.37% | −735−2.2% | Reduced |
| Bessemer Group Inc | 34,643 | $21.4M | 0.03% | −54,594−61.2% | Reduced |
| TSG Advice Partners, LLC | 35,383 | $21.8M | 3.27% | −67,768−65.7% | Reduced |
| 1st Source Bank | 35,980 | $22.2M | 1.14% | −60.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,048 | $22.9M | 0.06% | +3,212+9.5% | Added |
| Johnson Investment Counsel Inc | 37,076 | $22.9M | 0.18% | −650−1.7% | Reduced |
| Kestra Advisory Services, LLC | 37,293 | $23.0M | 0.09% | +11,174+42.8% | Added |
| Conning Inc. | 38,022 | $23.5M | 0.78% | −574−1.5% | Reduced |
| RMB Capital Management, LLC | 38,039 | $23.5M | 0.42% | +207+0.5% | Added |
| FMR LLC | 39,253 | $24.2M | 0.00% | +2,503+6.8% | Added |
| GFS Advisors, LLC | 63,009 | $24.7M | 1.75% | +47,381+303.2% | Added |
| Marshall Wace, LLP | 40,412 | $24.9M | 0.03% | +8,350+26.0% | Added |
| Tandem Wealth Advisors LLC | 40,661 | $25.1M | 11.18% | −638−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 41,532 | $25.6M | 2.98% | −22,796−35.4% | Reduced |
| Klingman & Associates, LLC | 41,668 | $25.7M | 1.23% | −160−0.4% | Reduced |
| Clearstead Advisors, LLC | 43,688 | $26.9M | 0.25% | −676−1.5% | Reduced |
| LCM Capital Management Inc | 43,713 | $27.0M | 13.53% | +140+0.3% | Added |
| Millennium Management LLC | 44,240 | $27.3M | 0.02% | +35,665+415.9% | Added |
| IFG Advisors, LLC | 44,274 | $27.3M | 4.47% | −1,348−3.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,301 | $27.3M | 3.68% | −99−0.2% | Reduced |
| Janney Montgomery Scott LLC | 44,437 | $27.4M | 0.07% | −8,233−15.6% | Reduced |
| Cumberland Advisors Inc | 44,807 | $27.6M | 10.82% | +860+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,685 | $28.4M | 0.06% | −41,266−47.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 47,547 | $29.3M | 0.22% | +2,953+6.6% | Added |
| Fifth Third Bancorp | 47,882 | $29.5M | 0.05% | +39,984+506.3% | Added |
| GTS Securities LLC | 47,969 | $29.6M | 1.05% | +47,969 | New |
| Chicago Partners Investment Group LLC | 45,646 | $30.3M | 0.68% | +64+0.1% | Added |
| Heritage Investors Management Corp | 49,152 | $30.3M | 0.92% | −769−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 49,887 | $30.8M | 0.39% | −3,271−6.2% | Reduced |
| Crewe Advisors LLC | 50,125 | $30.9M | 2.64% | 00.0% | Unchanged |
| SCS Capital Management LLC | 50,341 | $31.0M | 0.33% | −2,112−4.0% | Reduced |
| Citigroup Inc | 51,445 | $31.7M | 0.02% | +18,838+57.8% | Added |
| SummitTX Capital, L.P. | 53,484 | $33.0M | 1.05% | +15,617+41.2% | Added |
| Baird Financial Group, Inc. | 53,888 | $33.2M | 0.05% | +3,386+6.7% | Added |
| Lido Advisors, LLC | 54,342 | $33.6M | 0.13% | −192−0.4% | Reduced |
| MetLife Investment Management | 55,700 | $34.4M | 0.18% | +3,400+6.5% | Added |
| OFS Enterprise LLC | 56,110 | $34.6M | 10.17% | +56,110 | New |
| Rockefeller Capital Management L.P. | 56,520 | $34.9M | 0.06% | +3,171+5.9% | Added |
| Massmutual Trust Co FSB | 57,054 | $35.2M | 0.96% | −1,095−1.9% | Reduced |
| Pinnacle Associates Ltd | 57,380 | $35.4M | 0.45% | −371−0.6% | Reduced |
| Pittenger & Anderson Inc | 58,782 | $36.3M | 1.44% | −6,050−9.3% | Reduced |
| Citizens Financial Group Inc | 59,036 | $36.4M | 0.51% | −177−0.3% | Reduced |
| Madison Asset Management, LLC | 59,247 | $36.5M | 0.45% | −24,094−28.9% | Reduced |
| Smith, Moore & Co. | 61,527 | $37.9M | 2.76% | +1,632+2.7% | Added |
| Midwest Trust Co | 63,739 | $39.3M | 0.49% | −1,276−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 63,514 | $39.7M | 0.81% | −4,316−6.4% | Reduced |
| Portland Global Advisors LLC | 65,441 | $40.4M | 4.30% | −1,064−1.6% | Reduced |