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 |
|---|---|---|---|---|---|
| Smithbridge Asset Management Inc | 435 | $268.3K | 0.04% | +435 | New |
| Vision Retirement, LLC | 436 | $268.6K | 0.08% | +2+0.5% | Added |
| Signaturefd, LLC | 436 | $269.0K | 0.00% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 437 | $269.5K | 0.05% | +1+0.2% | Added |
| IHT Wealth Management, LLC | 439 | $270.8K | 0.01% | −26−5.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 437 | $271.0K | 0.08% | −27−5.8% | Reduced |
| BlueChip Wealth Advisors LLC | 442 | $272.6K | 0.12% | 00.0% | Unchanged |
| TD Asset Management Inc | 442 | $272.6K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 443 | $273.2K | 0.21% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 443 | $273.2K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 444 | $273.8K | 0.07% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 445 | $274.5K | 0.03% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 445 | $274.5K | 0.07% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 445 | $274.7K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 448 | $276.1K | 0.06% | +1+0.2% | Added |
| Trexquant Investment LP | 448 | $276.3K | 0.00% | −75−14.3% | Reduced |
| Financial Partners Group, Inc | 448 | $276.3K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 449 | $277.2K | 0.05% | −20−4.3% | Reduced |
| Financial Counselors Inc | 450 | $277.5K | 0.39% | −118−20.8% | Reduced |
| Exeter Financial, LLC | 450 | $277.5K | 0.11% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $277.5K | 0.26% | 00.0% | Unchanged |
| Entrust Financial LLC | 450 | $277.7K | 0.19% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 452 | $278.8K | 0.03% | −4−0.9% | Reduced |
| Progressive Investment Management Corp | 455 | $280.6K | 0.07% | −44−8.8% | Reduced |
| Generation Capital Management LLC | 455 | $280.6K | 0.21% | +455 | New |
| Northstar Asset Management Inc | 456 | $281.2K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 456 | $281.5K | 0.02% | +456 | New |
| Adkins Seale Capital Management LLC | 458 | $282.5K | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 457 | $282.5K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 457 | $282.6K | 0.00% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $283.7K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $283.7K | 0.08% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 461 | $284.8K | 0.16% | −74−13.8% | Reduced |
| WealthTrust Axiom LLC | 462 | $285.1K | 0.07% | −4−0.9% | Reduced |
| South State Corp. | 463 | $285.6K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 463 | $286.0K | 0.09% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 464 | $286.2K | 0.20% | +20+4.5% | Added |
| Ticino Wealth | 460 | $286.3K | 0.10% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 465 | $286.6K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $287.0K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 429 | $287.0K | 0.01% | +2+0.5% | Added |
| Essex Savings Bank | 467 | $288.0K | 0.06% | 00.0% | Unchanged |
| Bensler, LLC | 468 | $288.4K | 0.03% | +2+0.4% | Added |
| PDS Planning, Inc | 468 | $288.6K | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 469 | $289.3K | 0.01% | −5−1.1% | Reduced |
| Lesa Sroufe & Co | 470 | $290.0K | 0.20% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 475 | $293.0K | 0.01% | 00.0% | Unchanged |
| CVFG LLC | 475 | $293.1K | 0.04% | +475 | New |
| Granite Harbor Advisors, Inc. | 479 | $295.3K | 0.13% | −12−2.4% | Reduced |
| Heritage Wealth Management, Inc. | 481 | $296.8K | 0.15% | +40+9.1% | Added |
| Strategic Financial Concepts, LLC | 482 | $297.0K | 0.07% | +482 | New |
| Sound Portfolio Advisors, LLC | 483 | $297.9K | 0.24% | −43−8.2% | Reduced |
| Tranquility Partners, LLC | 483 | $297.9K | 0.11% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $299.1K | 0.03% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 487 | $300.4K | 0.15% | −50−9.3% | Reduced |
| marrick wealth, LLC | 488 | $301.0K | 0.25% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 488 | $301.0K | 0.25% | 00.0% | Unchanged |
| Berkeley, Inc | 489 | $301.6K | 0.10% | −97−16.6% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 489 | $301.6K | 0.20% | −15−3.0% | Reduced |
| Trust Co of Toledo NA | 492 | $303.4K | 0.03% | +156+46.4% | Added |
| Assetmark, Inc | 497 | $306.5K | 0.00% | +109+28.1% | Added |
| Meeder Advisory Services, Inc. | 499 | $307.8K | 0.01% | −63−11.2% | Reduced |
| Evolution Wealth Advisors, LLC | 500 | $308.4K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $308.4K | 0.02% | 00.0% | Unchanged |
| Shaker Investments LLC | 501 | $309.1K | 0.14% | +1+0.2% | Added |
| Good Harbor Advisors, Inc. | 503 | $310.2K | 0.34% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 511 | $314.9K | 0.10% | −13−2.5% | Reduced |
| Strategic Advisors LLC | 511 | $315.2K | 0.05% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 511 | $315.2K | 0.33% | +511 | New |
| Redwood Park Advisors LLC | 515 | $317.5K | 0.23% | −38−6.9% | Reduced |
| Libra Wealth LLC | 515 | $317.6K | 0.09% | 00.0% | Unchanged |
| Camden National Bank | 516 | $318.2K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 516 | $318.2K | 0.12% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 515 | $318.9K | 0.08% | −2−0.4% | Reduced |
| J. Team Financial, Inc. | 518 | $319.3K | 0.36% | −47−8.3% | Reduced |
| Wealthcare Capital Management LLC | 519 | $320.1K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 521 | $321.3K | 0.03% | −47−8.3% | Reduced |
| Bank of Jackson Hole Trust | 521 | $321.3K | 0.16% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $321.9K | 0.05% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 522 | $321.9K | 0.18% | +122+30.5% | Added |
| Jackson Hole Capital Partners, LLC | 523 | $322.6K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 523 | $322.7K | 0.03% | 00.0% | Unchanged |
| Chris Bulman Inc | 524 | $323.2K | 0.14% | +524 | New |
| Visionary Wealth Advisors | 529 | $326.5K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 535 | $330.0K | 0.02% | +51+10.5% | Added |
| XY Planning Network, Inc. | 534 | $332.0K | 0.05% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 541 | $333.7K | 0.27% | −17−3.0% | Reduced |
| Empirical Asset Management, LLC | 542 | $334.5K | 0.09% | +1+0.2% | Added |
| Nations Financial Group Inc, | 543 | $334.9K | 0.02% | +49+9.9% | Added |
| Heritage Trust Co | 544 | $335.5K | 0.03% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 546 | $337.0K | 0.01% | −9−1.6% | Reduced |
| 49 Wealth Management, LLC | 548 | $337.9K | 0.03% | −2−0.4% | Reduced |
| WealthPlan Investment Management, LLC | 549 | $338.8K | 0.02% | +549 | New |
| Red Lighthouse Investment Management, LLC | 550 | $339.2K | 0.11% | +550 | New |
| Jain Global LLC | 551 | $339.8K | 0.00% | +551 | New |
| WP Advisors, LLC | 555 | $342.2K | 0.09% | +2+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 556 | $342.9K | 0.15% | −43−7.2% | Reduced |
| High Net Worth Advisory Group LLC | 557 | $343.5K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 557 | $343.5K | 0.00% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 536 | $346.6K | 0.03% | 00.0% | Unchanged |