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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 725 | $447.2K | 0.05% | −23−3.1% | Reduced |
| Pioneer Trust Bank N A | 728 | $449.0K | 0.11% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 730 | $450.2K | 0.19% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 730 | $450.5K | 0.20% | −59−7.5% | Reduced |
| JDM Financial Group LLC | 26,960 | $451.2K | 0.17% | +26,271+3,812.9% | Added |
| Isthmus Partners, LLC | 733 | $452.1K | 0.05% | +15+2.1% | Added |
| Gladstone Institutional Advisory LLC | 734 | $452.7K | 0.02% | 00.0% | Unchanged |
| Arwa LLC | 702 | $452.8K | 0.22% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 742 | $457.8K | 0.01% | +294+65.6% | Added |
| Robertson Stephens Wealth Management, LLC | 741 | $458.1K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 746 | $460.1K | 0.51% | +29+4.0% | Added |
| Breachway Investments LLC | 743 | $461.9K | 0.44% | +9+1.2% | Added |
| TMB Capital Partners, LLC | 752 | $463.8K | 0.16% | +3+0.4% | Added |
| LS Investment Advisors, LLC | 753 | $464.4K | 0.07% | 00.0% | Unchanged |
| BIP Wealth, LLC | 757 | $466.8K | 0.02% | +219+40.7% | Added |
| NewEdge Wealth, LLC | 757 | $466.9K | 0.01% | −10,581−93.3% | Reduced |
| Cardiff Park Advisors, LLC | 759 | $467.8K | 0.04% | +2+0.3% | Added |
| Harbor Group, Inc. | 760 | $468.9K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 773 | $476.9K | 0.01% | +773 | New |
| Belpointe Asset Management LLC | 777 | $479.5K | 0.02% | +338+77.0% | Added |
| Ritholtz Wealth Management | 779 | $480.5K | 0.01% | +3+0.4% | Added |
| Summit Place Financial Advisors, LLC | 780 | $481.1K | 0.23% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 780 | $481.1K | 0.09% | +780 | New |
| Objectivity Squared, LLC | 783 | $482.9K | 0.30% | +3+0.4% | Added |
| Canal Capital Management, LLC | 785 | $484.3K | 0.07% | −52−6.2% | Reduced |
| One Charles Private Wealth Services, LLC | 788 | $486.2K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 790 | $487.5K | 0.01% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 791 | $487.9K | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 792 | $488.7K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 793 | $489.5K | 0.03% | +1+0.1% | Added |
| Washington Trust Bank | 794 | $489.7K | 0.04% | +145+22.3% | Added |
| Vista Investment Partners II, LLC | 796 | $490.9K | 0.22% | +796 | New |
| Invenomic Capital Management LP | 797 | $491.6K | 0.02% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $492.2K | 0.11% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 798 | $492.2K | 0.01% | +331+70.9% | Added |
| Almanack Investment Partners, LLC. | 799 | $492.8K | 0.08% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 800 | $493.4K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $493.4K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 810 | $499.6K | 0.03% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 836 | $500.8K | 0.44% | 00.0% | Unchanged |
| GK Wealth Management LLC | 836 | $500.8K | 0.44% | +836 | New |
| Midland Wealth Advisors LLC | 813 | $501.4K | 0.03% | −31−3.7% | Reduced |
| Seelaus Asset Management LLC | 814 | $502.0K | 0.36% | −125−13.3% | Reduced |
| Canvas Wealth Advisors, LLC | 816 | $503.3K | 0.09% | +816 | New |
| CoreCap Advisors, LLC | 819 | $505.1K | 0.02% | +24+3.0% | Added |
| Mairs & Power Inc | 819 | $505.2K | 0.01% | +819 | New |
| Harbour Investment Management LLC | 819 | $506.5K | 0.28% | −14−1.7% | Reduced |
| Apollon Financial, LLC | 823 | $507.8K | 0.07% | −15−1.8% | Reduced |
| Skopos Labs, Inc. | 829 | $511.3K | 0.02% | +829 | New |
| Stillwater Capital Advisors, LLC | 830 | $511.9K | 0.06% | +830 | New |
| Abound Financial, LLC | 831 | $512.5K | 0.22% | −8−1.0% | Reduced |
| Missouri Trust & Investment Co | 836 | $515.6K | 0.15% | −5−0.6% | Reduced |
| Monograph Wealth Advisors, LLC | 835 | $516.3K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 838 | $516.8K | 0.02% | −50−5.6% | Reduced |
| Betterment LLC | 839 | $517.0K | 0.00% | +107+14.6% | Added |
| Principal Securities, Inc. | 840 | $518.0K | 0.01% | −1−0.1% | Reduced |
| Platform Technology Partners | 841 | $518.7K | 0.10% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 843 | $519.9K | 0.17% | +257+43.9% | Added |
| Genesis Wealth Advisors, LLC | 846 | $521.8K | 0.35% | −85−9.1% | Reduced |
| Montis Financial, LLC | 848 | $522.8K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 849 | $523.7K | 0.10% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 855 | $527.3K | 0.11% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 855 | $527.3K | 0.05% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 857 | $528.7K | 0.08% | −57−6.2% | Reduced |
| United Bank | 858 | $529.2K | 0.07% | −167−16.3% | Reduced |
| Leo Wealth, LLC | 865 | $533.7K | 0.04% | −55−6.0% | Reduced |
| Toth Financial Advisory Corp | 866 | $534.1K | 0.06% | +55+6.8% | Added |
| Naviter Wealth, LLC | 866 | $535.4K | 0.07% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 870 | $536.6K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 872 | $538.1K | 0.01% | −13−1.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 877 | $540.7K | 0.11% | +3+0.3% | Added |
| Flynn Zito Capital Management, LLC | 879 | $542.0K | 0.17% | −32−3.5% | Reduced |
| Coordinated Financial Services, Inc. | 883 | $544.6K | 0.31% | 00.0% | Unchanged |
| Creekside Partners | 886 | $546.3K | 0.22% | −3−0.3% | Reduced |
| Advisors Capital Management, LLC | 887 | $547.1K | 0.01% | −10−1.1% | Reduced |
| First Business Financial Services, Inc. | 887 | $547.1K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 887 | $547.2K | 0.05% | −33−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 888 | $547.7K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 888 | $547.8K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 888 | $548.0K | 0.00% | +107+13.7% | Added |
| InTrack Investment Management Inc | 889 | $548.1K | 0.31% | −710−44.4% | Reduced |
| Vertex Planning Partners, LLC | 891 | $549.7K | 0.11% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 892 | $550.3K | 0.02% | −7−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 830 | $552.4K | 0.04% | +276+49.8% | Added |
| Titleist Asset Management, LLC | 897 | $553.4K | 0.04% | −80−8.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 898 | $554.0K | 0.04% | +132+17.2% | Added |
| Eagle Strategies LLC | 900 | $555.2K | 0.07% | +34+3.9% | Added |
| First PREMIER Bank | 902 | $556.0K | 0.13% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 926 | $558.6K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 917 | $565.6K | 0.01% | −5−0.5% | Reduced |
| Trillium Asset Management, LLC | 920 | $567.0K | 0.02% | 00.0% | Unchanged |
| Sanchez Gaunt Capital Management, LLC | 922 | $568.7K | 0.36% | +922 | New |
| J.Safra Asset Management Corp | 923 | $569.3K | 0.03% | −1,099−54.4% | Reduced |
| Lee Danner & Bass Inc | 925 | $570.5K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 926 | $571.5K | 0.06% | 00.0% | Unchanged |
| Northland Securities, Inc. | 928 | $572.4K | 0.54% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 932 | $574.7K | 0.01% | −170−15.4% | Reduced |
| Bell Bank | 935 | $576.7K | 0.02% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $579.1K | 0.12% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 940 | $579.8K | 0.17% | +940 | New |