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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 562 | $346.6K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 563 | $347.2K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 563 | $347.2K | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 563 | $347.6K | 0.06% | −1−0.2% | Reduced |
| Well Done, LLC | 565 | $348.5K | 0.05% | −25−4.2% | Reduced |
| Ledyard National Bank | 569 | $350.9K | 0.03% | −29−4.8% | Reduced |
| Optivise Advisory Services LLC | 570 | $351.6K | 0.21% | −2−0.3% | Reduced |
| Northeast Planning Associates, Inc. | 570 | $351.6K | 0.24% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 570 | $351.6K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 571 | $352.2K | 0.01% | −65−10.2% | Reduced |
| Asset Dedication, LLC | 572 | $352.8K | 0.02% | −50−8.0% | Reduced |
| SNS Financial Group, LLC | 573 | $354.3K | 0.03% | −2−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 575 | $354.6K | 0.03% | −70−10.9% | Reduced |
| Patton Albertson Miller Group, LLC | 575 | $354.6K | 0.04% | −15−2.5% | Reduced |
| Heritage Investment Group, Inc. | 575 | $354.6K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 576 | $355.3K | 0.03% | −2−0.3% | Reduced |
| Legacy Financial Strategies, LLC | 576 | $355.3K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 578 | $356.5K | 0.04% | −14−2.4% | Reduced |
| Scarborough Advisors, LLC | 580 | $357.4K | 0.04% | −18−3.0% | Reduced |
| Institute for Wealth Management, LLC. | 582 | $358.7K | 0.04% | −30−4.9% | Reduced |
| REDW Wealth LLC | 583 | $359.5K | 0.14% | +2+0.3% | Added |
| Altfest L J & Co Inc | 584 | $360.4K | 0.04% | −8−1.4% | Reduced |
| Money Concepts Capital Corp | 585 | $360.6K | 0.02% | −116−16.5% | Reduced |
| Financial Council Asset Management Inc | 585 | $360.8K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 589 | $363.3K | 0.01% | +4+0.7% | Added |
| Wedmont Private Capital | 566 | $364.1K | 0.01% | +1+0.2% | Added |
| Corsair Capital Management, L.P. | 597 | $368.2K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 600 | $370.0K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 600 | $370.1K | 0.01% | −37−5.8% | Reduced |
| TriaGen Wealth Management LLC | 600 | $370.1K | 0.10% | 00.0% | Unchanged |
| Members Wealth LLC | 562 | $372.8K | 0.22% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 609 | $375.7K | 0.02% | +177+41.0% | Added |
| Arrowroot Family Office, LLC | 609 | $375.8K | 0.12% | −114−15.8% | Reduced |
| Summa Corp. | 600 | $377.9K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 615 | $379.3K | 0.03% | 00.0% | Unchanged |
| Cortland Associates Inc | 616 | $380.0K | 0.05% | +36+6.2% | Added |
| Sym Financial Corp | 618 | $381.2K | 0.04% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 618 | $381.2K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 621 | $383.0K | 0.17% | −80−11.4% | Reduced |
| MLP3, LLC | 623 | $384.3K | 0.42% | +1+0.2% | Added |
| Cypress Wealth Services, LLC | 626 | $386.1K | 0.05% | +141+29.1% | Added |
| Green Harvest Asset Management LLC | 627 | $386.7K | 0.01% | +8+1.3% | Added |
| Colter Lewis Investment Partners LLC | 640 | $395.7K | 0.37% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 645 | $397.8K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 644 | $398.2K | 0.04% | −54−7.7% | Reduced |
| Wilkins Investment Counsel Inc | 650 | $400.9K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 650 | $400.9K | 0.16% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 650 | $401.0K | 0.20% | +650 | New |
| Larson Financial Group LLC | 650 | $401.1K | 0.01% | −821−55.8% | Reduced |
| First Financial Bankshares Inc | 654 | $403.4K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 655 | $404.0K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 609 | $404.9K | 0.09% | +58+10.5% | Added |
| Clearwater Capital Advisors, LLC | 662 | $408.3K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 665 | $410.1K | 0.04% | −1,020−60.5% | Reduced |
| Wealth Architects, LLC | 666 | $410.8K | 0.04% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 667 | $411.4K | 0.21% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 669 | $412.6K | 0.26% | −149−18.2% | Reduced |
| McMillan Office, Inc. | 670 | $413.2K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 671 | $413.6K | 0.03% | +92+15.9% | Added |
| Carret Asset Management, LLC | 675 | $416.3K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 676 | $417.0K | 0.02% | −45−6.2% | Reduced |
| Grant Street Asset Management, Inc. | 678 | $418.4K | 0.08% | +678 | New |
| BCJ Capital Management, LLC | 680 | $419.4K | 0.02% | +680 | New |
| Newman Dignan & Sheerar, Inc. | 681 | $420.0K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 682 | $420.6K | 0.09% | +24+3.6% | Added |
| Empowered Funds, LLC | 682 | $420.6K | 0.00% | +682 | New |
| WealthPLAN Partners, LLC | 683 | $421.2K | 0.08% | −482−41.4% | Reduced |
| Capital Advisors Inc | 683 | $421.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 684 | $421.9K | 0.07% | −15−2.1% | Reduced |
| Colonial Trust Co | 686 | $423.4K | 0.06% | −3−0.4% | Reduced |
| CM Wealth Advisors LLC | 685 | $423.5K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 687 | $423.7K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 688 | $424.1K | 0.17% | −10−1.4% | Reduced |
| Heartwood Wealth Advisors LLC | 688 | $424.3K | 0.04% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 688 | $424.3K | 0.16% | +85+14.1% | Added |
| Steinberganna Wealth Management | 688 | $424.4K | 0.20% | +2+0.3% | Added |
| True North Advisors, LLC | 689 | $424.9K | 0.05% | +689 | New |
| Waters Parkerson & Co., LLC | 690 | $425.6K | 0.02% | 00.0% | Unchanged |
| Selby Wealth Management, LLC | 697 | $429.8K | 0.17% | −9−1.3% | Reduced |
| Watershed Private Wealth LLC | 699 | $431.1K | 0.13% | −3−0.4% | Reduced |
| Catalyst Financial Partners LLC | 699 | $431.1K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 700 | $431.7K | 0.13% | −50−6.7% | Reduced |
| Black Diamond Financial, LLC | 700 | $431.7K | 0.05% | −2−0.3% | Reduced |
| First Trust Advisors LP | 700 | $431.7K | 0.00% | +325+86.7% | Added |
| Brand Asset Management Group, Inc. | 701 | $432.3K | 0.11% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 702 | $432.8K | 0.03% | −177−20.1% | Reduced |
| Hickory Point Bank & Trust | 703 | $433.6K | 0.29% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $434.2K | 0.10% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 704 | $434.2K | 0.02% | 00.0% | Unchanged |
| Napier Financial, LLC | 705 | $434.8K | 0.10% | +705 | New |
| Coquina Private Wealth LLC | 706 | $435.4K | 0.35% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 707 | $436.0K | 0.14% | −40−5.4% | Reduced |
| Prosperity Consulting Group, LLC | 708 | $436.7K | 0.02% | 00.0% | Unchanged |
| Lawood & Co | 710 | $437.9K | 0.41% | 00.0% | Unchanged |
| Field & Main Bank | 714 | $440.4K | 0.13% | 00.0% | Unchanged |
| Ellerson Group Inc | 715 | $441.0K | 0.29% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 717 | $442.0K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 722 | $445.3K | 0.02% | −19−2.6% | Reduced |
| CRA Financial Services, LLC | 722 | $445.3K | 0.06% | −31−4.1% | Reduced |
| Wagner Wealth Management, LLC | 722 | $445.3K | 0.09% | 00.0% | Unchanged |