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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 938 | $580.6K | 0.11% | −390−29.4% | Reduced |
| Stone Point Wealth LLC | 944 | $582.2K | 0.16% | −184−16.3% | Reduced |
| Tower View Investment Management & Research LLC | 949 | $585.1K | 0.30% | −4−0.4% | Reduced |
| Ghe, LLC | 949 | $585.3K | 0.24% | −251−20.9% | Reduced |
| Smithfield Trust Co | 955 | $586.0K | 0.03% | −29−2.9% | Reduced |
| Clear Trail Advisors, LLC | 953 | $587.8K | 0.10% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 946 | $591.3K | 0.22% | −31−3.2% | Reduced |
| BSW Wealth Partners | 960 | $592.1K | 0.07% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $594.6K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 885 | $597.7K | 0.01% | +12+1.4% | Added |
| WSFS Capital Management, LLC | 975 | $601.5K | 0.03% | −78−7.4% | Reduced |
| Glenview Trust Co | 976 | $602.0K | 0.01% | +24+2.5% | Added |
| UBS Asset Management Americas Inc | 983 | $606.3K | 0.00% | +578+142.7% | Added |
| Diversified Enterprises, LLC | 985 | $607.5K | 0.03% | +985 | New |
| SevenBridge Financial Group, LLC | 917 | $608.1K | 0.10% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $609.4K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $610.0K | 0.04% | −3−0.3% | Reduced |
| SJA Financial Advisory, LLC | 990 | $610.5K | 0.42% | +4+0.4% | Added |
| Seven Mile Advisory | 992 | $611.8K | 0.44% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 993 | $612.4K | 0.14% | −7−0.7% | Reduced |
| Mutual Advisors, LLC | 994 | $612.8K | 0.01% | +1+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 994 | $613.1K | 0.40% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,008 | $614.3K | 0.01% | −81−7.4% | Reduced |
| AlphaCore Capital LLC | 998 | $615.3K | 0.01% | −211−17.5% | Reduced |
| Grimes & Company, Inc. | 1,002 | $617.7K | 0.02% | +3+0.3% | Added |
| Greystone Financial Group, LLC | 1,004 | $619.2K | 0.18% | −523−34.3% | Reduced |
| Connors Investor Services Inc | 1,007 | $621.1K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,008 | $621.5K | 0.03% | +1+0.1% | Added |
| Nwam LLC | 1,008 | $621.7K | 0.04% | −1,219−54.7% | Reduced |
| Nemes Rush Group LLC | 1,008 | $622.0K | 0.06% | −113−10.1% | Reduced |
| First National Trust Co | 1,010 | $622.9K | 0.02% | −29−2.8% | Reduced |
| Spire Wealth Management | 1,011 | $623.7K | 0.02% | +1+0.1% | Added |
| Range Advisory, LLC | 1,014 | $625.2K | 0.12% | +23+2.3% | Added |
| TCG Advisory Services, LLC | 1,015 | $625.8K | 0.02% | +233+29.8% | Added |
| Capital Investment Advisors, LLC | 1,017 | $627.1K | 0.01% | +1+0.1% | Added |
| Baxter Bros Inc | 1,023 | $630.9K | 0.08% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $635.3K | 0.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,032 | $636.5K | 0.17% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,034 | $637.6K | 0.09% | +17+1.7% | Added |
| Congress Asset Management Co | 1,034 | $637.7K | 0.00% | +147+16.6% | Added |
| GSB Wealth Management, LLC | 1,035 | $638.4K | 0.14% | −5−0.5% | Reduced |
| River Wealth Advisors LLC | 1,036 | $639.0K | 0.07% | −135−11.5% | Reduced |
| Citizens Business Bank | 1,041 | $642.0K | 0.11% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,049 | $646.7K | 0.06% | −23−2.1% | Reduced |
| WBH Advisory Inc | 1,046 | $650.4K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 1,055 | $650.7K | 0.03% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,062 | $655.0K | 0.08% | −543−33.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $656.2K | 0.05% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,050 | $656.7K | 0.53% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,065 | $656.8K | 0.03% | −10−0.9% | Reduced |
| Cypress Capital Advisors, LLC | 1,068 | $658.7K | 0.36% | +190+21.6% | Added |
| Vise Technologies, Inc. | 1,093 | $659.5K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,075 | $662.7K | 0.05% | −8−0.7% | Reduced |
| McIlrath & Eck, LLC | 1,075 | $663.0K | 0.05% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,075 | $663.0K | 0.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,077 | $664.3K | 0.05% | −9−0.8% | Reduced |
| Fagan Associates, Inc. | 1,078 | $664.6K | 0.09% | +1+0.1% | Added |
| Howland Capital Management LLC | 1,077 | $665.9K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,084 | $668.9K | 0.00% | −395−26.7% | Reduced |
| Carrera Capital Advisors | 1,091 | $674.7K | 0.10% | −336−23.5% | Reduced |
| Peak Planning Group, LLC | 1,097 | $676.3K | 0.19% | −110−9.1% | Reduced |
| River Street Advisors LLC | 1,098 | $677.2K | 0.23% | +35+3.3% | Added |
| Round Rock Advisors, LLC | 1,101 | $679.2K | 0.10% | −43−3.8% | Reduced |
| BLB&B Advisors, LLC | 1,107 | $682.8K | 0.03% | −3−0.3% | Reduced |
| Summit Asset Management, LLC | 1,108 | $683.4K | 0.10% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 1,109 | $683.9K | 0.46% | −17−1.5% | Reduced |
| Marion Wealth Management | 1,114 | $687.3K | 0.15% | +3+0.3% | Added |
| City National Bank of Florida | 1,119 | $690.2K | 0.41% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,124 | $693.5K | 0.10% | +57+5.3% | Added |
| Single Point Partners, LLC | 1,131 | $697.6K | 0.14% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $699.4K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 1,054 | $700.2K | 0.29% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,140 | $703.1K | 0.00% | 00.0% | Unchanged |
| Livet Wealth, LLC | 1,141 | $703.9K | 0.45% | −9−0.8% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,142 | $704.4K | 0.67% | −30−2.6% | Reduced |
| CX Institutional | 1,142 | $705.0K | 0.02% | −34−2.9% | Reduced |
| Pacific Sun Financial Corp | 1,142 | $705.4K | 0.34% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,144 | $705.6K | 0.02% | −13−1.1% | Reduced |
| North Star Asset Management Inc | 1,151 | $709.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,152 | $710.5K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,154 | $711.9K | 0.02% | −8−0.7% | Reduced |
| Stanich Group LLC | 1,156 | $712.8K | 0.54% | −5−0.4% | Reduced |
| STAR Financial Bank | 1,167 | $719.8K | 0.34% | −78−6.3% | Reduced |
| Cascade Financial Partners, LLC | 1,175 | $724.7K | 0.07% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,178 | $726.5K | 0.27% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,179 | $727.4K | 0.24% | −182−13.4% | Reduced |
| Sage Mountain Advisors LLC | 1,190 | $733.9K | 0.05% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,197 | $738.3K | 0.49% | +20+1.7% | Added |
| Exencial Wealth Advisors, LLC | 1,208 | $744.8K | 0.02% | 00.0% | Unchanged |
| FCG Investment Co | 1,210 | $746.3K | 0.33% | +1,210 | New |
| Financial Advisory Service, Inc. | 1,215 | $749.5K | 0.05% | +1+0.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,216 | $750.0K | 0.89% | −8−0.7% | Reduced |
| Kaydan Wealth Management, Inc. | 1,220 | $752.4K | 0.25% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,224 | $754.8K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,225 | $755.5K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 1,228 | $757.4K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,235 | $761.5K | 0.02% | +50+4.2% | Added |
| Urban Financial Advisory Corp | 1,241 | $765.1K | 0.27% | +5+0.4% | Added |
| Ground Swell Capital, LLC | 1,241 | $765.4K | 1.51% | +1,241 | New |
| German American Bancorp, Inc. | 1,242 | $766.4K | 0.07% | 00.0% | Unchanged |