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 | 1,126 | $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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 340 | $209.7K | 0.03% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 342 | $210.8K | 0.06% | +1+0.3% | Added |
| One Capital Management, LLC | 342 | $211.4K | 0.01% | −23−6.3% | Reduced |
| JB Capital LLC | 343 | $211.8K | 0.01% | −30−8.0% | Reduced |
| Guardian Wealth Advisors, LLC | 344 | $212.3K | 0.01% | −33−8.8% | Reduced |
| First Interstate Bank | 346 | $213.4K | 0.01% | 00.0% | Unchanged |
| Great Waters Wealth Management | 348 | $214.9K | 0.02% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 349 | $215.2K | 0.09% | −82−19.0% | Reduced |
| Breakwater Investment Management | 349 | $215.3K | 0.08% | −31−8.2% | Reduced |
| Silverlake Wealth Management LLC | 350 | $215.7K | 0.05% | +1+0.3% | Added |
| Madden Advisory Services, Inc. | 350 | $215.9K | 0.09% | −14−3.8% | Reduced |
| Purkiss Capital Advisors LLC | 350 | $215.9K | 0.09% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 348 | $216.4K | 0.00% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $216.5K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $216.5K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 351 | $216.5K | 0.09% | +7+2.0% | Added |
| Vivaldi Capital Management, LLC | 352 | $216.8K | 0.03% | −39−10.0% | Reduced |
| Kapstone Financial Advisors LLC | 352 | $217.1K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 352 | $217.2K | 0.04% | −1−0.3% | Reduced |
| Cadinha & Co LLC | 353 | $217.7K | 0.04% | 00.0% | Unchanged |
| American Capital Management Inc | 353 | $217.7K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 353 | $217.7K | 0.03% | +353 | New |
| Proficio Capital Partners LLC | 353 | $218.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $218.9K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 356 | $219.3K | 0.00% | −53−13.0% | Reduced |
| Nordwand Advisors, LLC | 357 | $220.2K | 0.04% | +15+4.4% | Added |
| Forbes J M & Co LLP | 358 | $220.8K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 359 | $221.6K | 0.02% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 360 | $222.0K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $222.9K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 363 | $223.9K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 365 | $225.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 365 | $225.1K | 0.04% | +365 | New |
| Enclave Advisors LLC | 366 | $225.7K | 0.03% | +366 | New |
| Financial Futures Ltd Liability Co. | 368 | $227.2K | 0.10% | +7+1.9% | Added |
| Jacobs & Co | 370 | $228.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 370 | $228.2K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 370 | $228.2K | 0.09% | +370 | New |
| Northeast Investment Management | 372 | $229.4K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 372 | $229.4K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 356 | $229.5K | 0.03% | +10+2.9% | Added |
| Atwood & Palmer Inc | 373 | $229.7K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 373 | $230.2K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 374 | $230.4K | 0.08% | 00.0% | Unchanged |
| Team Hewins, LLC | 373 | $230.6K | 0.07% | +373 | New |
| Fulton Breakefield Broenniman LLC | 374 | $230.7K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 375 | $231.3K | 0.02% | 00.0% | Unchanged |
| Arjuna Capital | 375 | $231.3K | 0.06% | +375 | New |
| Edgestream Partners, L.P. | 377 | $232.5K | 0.01% | −46−10.9% | Reduced |
| Confluence Wealth Services, Inc. | 377 | $232.5K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 380 | $234.4K | 0.03% | −50−11.6% | Reduced |
| Foster Group, Inc. | 381 | $235.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 380 | $235.6K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 383 | $236.2K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 384 | $236.8K | 0.16% | −86−18.3% | Reduced |
| Quadrant Capital Group LLC | 385 | $237.4K | 0.01% | +10+2.7% | Added |
| Private Capital Management, LLC | 385 | $237.5K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 387 | $238.4K | 0.02% | −49−11.2% | Reduced |
| Milestone Asset Management Group, LLC | 387 | $238.8K | 0.14% | +14+3.8% | Added |
| King Luther Capital Management Corp | – | $240.5K | 0.00% | – | – |
| IAG Wealth Partners, LLC | 392 | $241.8K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 392 | $241.8K | 0.03% | −2−0.5% | Reduced |
| Ruggiero Investments, Inc. | 393 | $242.4K | 0.23% | −65−14.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 394 | $243.2K | 0.03% | +1+0.3% | Added |
| FSM Wealth Advisors, LLC | 395 | $243.6K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 397 | $244.9K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 398 | $245.5K | 0.21% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $246.7K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $246.7K | 0.05% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $246.7K | 0.02% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $246.7K | 0.12% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 400 | $246.7K | 0.06% | +400 | New |
| Keel Point, LLC | 400 | $246.8K | 0.02% | −84−17.4% | Reduced |
| Alexander Randolph Advisory, Inc. | 404 | $249.2K | 0.21% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 405 | $249.6K | 0.01% | +1+0.2% | Added |
| Sheets Smith Wealth Management | 406 | $250.2K | 0.03% | +406 | New |
| First Pacific Financial | 409 | $252.3K | 0.03% | +1+0.2% | Added |
| S&A Financial Services, Inc. | 410 | $252.6K | 0.17% | +410 | New |
| Advisory Alpha, LLC | 410 | $253.3K | 0.01% | +410 | New |
| Trust Co | 411 | $253.5K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 411 | $253.5K | 0.00% | +411 | New |
| Charter Trust Co | 414 | $255.3K | 0.01% | 00.0% | Unchanged |
| Powerhouse Assets LLC | 418 | $257.8K | 0.22% | +10+2.5% | Added |
| Lowery Thomas, LLC | 421 | $259.4K | 0.15% | +2+0.5% | Added |
| Excalibur Management Corp | 421 | $259.7K | 0.09% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 422 | $260.3K | 0.01% | −238−36.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 422 | $260.3K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 429 | $261.0K | 0.03% | +2+0.5% | Added |
| Investment Partners, Ltd. | 424 | $261.5K | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 424 | $261.5K | 0.00% | −19−4.3% | Reduced |
| First Nebraska Trust Co | 425 | $262.1K | 0.02% | 00.0% | Unchanged |
| Estate Counselors, LLC | 425 | $262.1K | 0.02% | +425 | New |
| Legacy Trust | 426 | $262.7K | 0.05% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 427 | $263.4K | 0.14% | 00.0% | Unchanged |
| Unified Investment Management | 427 | $263.4K | 0.27% | +2+0.5% | Added |
| OxenFree Capital LLC | 405 | $263.8K | 0.13% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 430 | $265.2K | 0.08% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 432 | $266.7K | 0.04% | +1+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 433 | $267.1K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 434 | $267.9K | 0.03% | 00.0% | Unchanged |