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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 63,092 | $41.7M | 0.53% | −225−0.4% | Reduced |
| Captrust Financial Advisors | 67,864 | $41.9M | 0.07% | −130−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 72,103 | $44.5M | 0.06% | +1,582+2.2% | Added |
| Henshaw Capital LLC | 75,050 | $46.3M | 1.72% | 00.0% | Unchanged |
| Blair William & Co | 75,677 | $46.7M | 0.13% | +309+0.4% | Added |
| Advisor Group Holdings, Inc. | 75,901 | $46.9M | 0.07% | −14,037−15.6% | Reduced |
| Envestnet Asset Management Inc | 80,527 | $49.7M | 0.01% | +1,782+2.3% | Added |
| Mirae Asset Securities (USA) Inc. | 83,318 | $51.4M | 2.43% | −27,813−25.0% | Reduced |
| Atlantic Union Bankshares Corp | 84,363 | $52.0M | 1.00% | −2,198−2.5% | Reduced |
| Washington Trust Co | 85,504 | $52.7M | 1.78% | −311−0.4% | Reduced |
| Ameriprise Financial Inc | 87,418 | $53.9M | 0.01% | +5,377+6.6% | Added |
| Cetera Investment Advisers | 89,367 | $55.1M | 0.06% | +2,533+2.9% | Added |
| Montag A & Associates Inc | 104,126 | $64.4M | 2.99% | +660+0.6% | Added |
| Mariner, LLC | 106,752 | $65.7M | 0.08% | +2,192+2.1% | Added |
| Stifel Financial Corp | 106,846 | $65.9M | 0.06% | −13,763−11.4% | Reduced |
| Colony Group, LLC | 107,744 | $66.5M | 0.07% | −13,521−11.1% | Reduced |
| Brown Advisory Inc | 111,398 | $68.7M | 0.11% | −2,390−2.1% | Reduced |
| EP Wealth Advisors, LLC | 111,747 | $68.9M | 0.34% | +78,341+234.5% | Added |
| Hills Bank & Trust Co | 115,410 | $71.2M | 3.44% | −2,176−1.9% | Reduced |
| Truist Financial Corp | 118,348 | $73.0M | 0.10% | −2,580−2.1% | Reduced |
| Balyasny Asset Management LLC | 124,317 | $76.7M | 0.15% | +33,554+37.0% | Added |
| Whittier Trust Co | 133,073 | $83.2M | 0.94% | +5,097+4.0% | Added |
| Cerity Partners LLC | 138,738 | $85.6M | 0.12% | +7,186+5.5% | Added |
| Commerce Bank | 141,154 | $87.1M | 0.42% | +114,538+430.3% | Added |
| SG Americas Securities, LLC | 153,398 | $94.6M | 0.10% | +67,638+78.9% | Added |
| Waddell & Associates, LLC | 153,603 | $94.7M | 5.35% | +3,271+2.2% | Added |
| Generali Asset Management SPA SGR | 158,983 | $98.1M | 2.05% | +158,983 | New |
| Welch & Forbes LLC | 161,554 | $99.6M | 1.29% | −5,199−3.1% | Reduced |
| Bank of New York Mellon Corp | 162,619 | $100.3M | 0.02% | −1,014−0.6% | Reduced |
| LPL Financial LLC | 163,404 | $100.8M | 0.03% | −11,042−6.3% | Reduced |
| Conservest Capital Advisors, Inc. | 211,706 | $130.6M | 11.84% | −2,613−1.2% | Reduced |
| Arvest Bank Trust Division | 227,616 | $140.4M | 7.63% | −4,291−1.9% | Reduced |
| CI Private Wealth, LLC | 229,855 | $141.7M | 0.20% | −10,881−4.5% | Reduced |
| Susquehanna International Group, LLP | 234,686 | $144.7M | 0.19% | +57,582+32.5% | Added |
| HighTower Advisors, LLC | 235,008 | $144.9M | 0.15% | −1,083−0.5% | Reduced |
| Alliancebernstein L.P. | 251,130 | $151.5M | 0.05% | −7,424−2.9% | Reduced |
| Creative Planning | 248,681 | $153.4M | 0.10% | −27,883−10.1% | Reduced |
| MAI Capital Management | 264,073 | $162.9M | 0.92% | −1,129−0.4% | Reduced |
| JPMorgan Chase & Co | 304,162 | $182.2M | 0.01% | −66,457−17.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 298,766 | $184.1M | 0.54% | −334,544−52.8% | Reduced |
| Royal Bank of Canada | 299,723 | $184.9M | 0.04% | −52,600−14.9% | Reduced |
| BNP Paribas Arbitrage, SA | 317,029 | $195.5M | 0.13% | +71,778+29.3% | Added |
| Bank of Montreal | 488,938 | $301.6M | 0.13% | −24,852−4.8% | Reduced |
| Raymond James Financial Inc | 497,191 | $306.6M | 0.09% | −60,801−10.9% | Reduced |
| UBS Group AG | 640,509 | $395.0M | 0.07% | +32,057+5.3% | Added |
| The PNC Financial Services Group, Inc. | 699,307 | $431.3M | 0.25% | −5,326−0.8% | Reduced |
| Pathstone Holdings, LLC | 840,196 | $518.2M | 2.06% | −6,676−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 864,768 | $533.4M | 0.33% | +34,737+4.2% | Added |
| Goldman Sachs Group Inc | 881,942 | $543.9M | 0.07% | −146,259−14.2% | Reduced |
| US Bancorp | 969,958 | $598.2M | 0.73% | −10,692−1.1% | Reduced |
| Northern Trust Corp | 1,061,192 | $654.5M | 0.09% | −13,802−1.3% | Reduced |
| Wells Fargo & Company | 1,193,336 | $736.0M | 0.15% | −149,962−11.2% | Reduced |
| Morgan Stanley | 1,543,597 | $952.0M | 0.06% | +427,942+38.4% | Added |
| Bank of America Corp | 2,047,984 | $1.26B | 0.09% | −72,345−3.4% | Reduced |
| Nichols & Pratt Advisers LLP | 335 | – | – | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,082−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,671−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −9,648−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −7,476−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −5,904−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −4,917−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Sollinda Capital Management LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Cfo Capital Management LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| KWMG, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Golden Road Advisors LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| William Mack & Associates, Inc. | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CapWealth Advisors, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −420−100.0% | Sold out |