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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 1,250 | $771.0K | 0.05% | +250+25.0% | Added |
| Miramar Capital, LLC | 1,252 | $772.2K | 0.17% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,258 | $775.9K | 0.00% | −270−17.7% | Reduced |
| Cypress Capital, LLC | 1,261 | $777.5K | 0.22% | +207+19.6% | Added |
| Holistic Financial Partners | 1,261 | $777.5K | 0.29% | +3+0.2% | Added |
| Fiduciary Wealth Partners, LLC | 1,261 | $777.7K | 0.51% | −413−24.7% | Reduced |
| Sentinel Wealth Management, Inc. | 1,260 | $779.0K | 0.62% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,265 | $780.2K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,268 | $782.1K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,267 | $784.2K | 0.04% | −33−2.5% | Reduced |
| Prosperity Bancshares Inc | 1,277 | $787.6K | 0.63% | 00.0% | Unchanged |
| Compass Capital Corp | 1,175 | $790.8K | 0.28% | −10−0.8% | Reduced |
| Apeiron RIA LLC | 1,289 | $794.7K | 0.18% | +157+13.9% | Added |
| L & S Advisors Inc | 1,289 | $795.0K | 0.10% | −835−39.3% | Reduced |
| Schrum Private Wealth Management LLC | 1,298 | $800.8K | 0.61% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,300 | $802.0K | 0.06% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,301 | $802.4K | 0.55% | −146−10.1% | Reduced |
| Rise Advisors, LLC | 1,293 | $804.1K | 0.28% | +44+3.5% | Added |
| Dana Investment Advisors, Inc. | 1,308 | $806.9K | 0.02% | +24+1.9% | Added |
| Hohimer Wealth Management, LLC | 1,316 | $811.7K | 0.10% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,319 | $813.3K | 0.44% | +29+2.2% | Added |
| Viawealth, LLC | 1,325 | $817.2K | 0.45% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,349 | $832.4K | 0.01% | −16−1.2% | Reduced |
| McGuire Investment Group, LLC | 1,354 | $835.1K | 0.09% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,354 | $835.1K | 0.59% | −9−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 1,344 | $835.5K | 0.20% | −187−12.2% | Reduced |
| Benjamin Edwards Inc | 1,359 | $838.2K | 0.01% | +114+9.2% | Added |
| BankPlus Trust Department | 1,362 | $840.0K | 0.22% | 00.0% | Unchanged |
| Ashford Advisors, LLC | 1,361 | $841.5K | 0.20% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,369 | $844.3K | 0.26% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,370 | $845.0K | 0.27% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,373 | $846.8K | 0.11% | +1+0.1% | Added |
| M. Kraus & Co | 1,375 | $848.0K | 0.25% | 00.0% | Unchanged |
| United Community Bank | 1,377 | $849.3K | 0.28% | +40+3.0% | Added |
| Fca Corp | 1,380 | $851.1K | 0.24% | 00.0% | Unchanged |
| Andrews, Lucia Wealth Management LLC | 1,383 | $852.8K | 0.51% | +1+0.1% | Added |
| Renaissance Investment Group LLC | 1,387 | $855.4K | 0.18% | −206−12.9% | Reduced |
| Sawgrass Asset Management LLC | 1,393 | $859.1K | 0.13% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,400 | $863.5K | 0.02% | −15−1.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $863.5K | 0.02% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,400 | $863.5K | 0.47% | 00.0% | Unchanged |
| Leisure Capital Management | 1,405 | $866.5K | 0.30% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,410 | $869.6K | 0.02% | −6−0.4% | Reduced |
| Pasadena Private Wealth, LLC | 1,413 | $871.5K | 0.12% | +176+14.2% | Added |
| WealthSpring Partners, LLC | 1,417 | $874.2K | 0.80% | +3+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,424 | $880.4K | 0.14% | −2−0.1% | Reduced |
| ZRC Wealth Management, LLC | 1,429 | $881.1K | 0.32% | −70−4.7% | Reduced |
| Sachetta, LLC | 1,433 | $884.1K | 0.48% | −116−7.5% | Reduced |
| Petix & Botte Co | 725 | $894.3K | 0.20% | −725−50.0% | Reduced |
| American Money Management, LLC | 1,452 | $895.5K | 0.14% | −58−3.8% | Reduced |
| Pettinga Financial Advisors, LLC | 1,453 | $896.2K | 0.17% | −10−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,455 | $897.2K | 0.11% | 00.0% | Unchanged |
| LCNB Corp | 1,455 | $897.4K | 0.30% | +50+3.6% | Added |
| Prosperity Planning, Inc. | 1,460 | $900.5K | 0.23% | −37−2.5% | Reduced |
| Tritonpoint Wealth, LLC | 1,457 | $900.8K | 0.10% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,463 | $902.3K | 0.20% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,466 | $904.4K | 0.32% | +64+4.6% | Added |
| Rothschild Capital Partners, LLC | 1,468 | $905.1K | 0.22% | +11+0.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,469 | $906.0K | 0.69% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,472 | $907.9K | 0.08% | −326−18.1% | Reduced |
| First American Trust, FSB | 1,476 | $910.3K | 0.06% | +281+23.5% | Added |
| Coastal Bridge Advisors, LLC | 1,484 | $915.0K | 0.06% | +2+0.1% | Added |
| General Partner, Inc. | 1,484 | $915.3K | 0.56% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,487 | $917.3K | 0.04% | +153+11.5% | Added |
| Pure Financial Advisors, Inc. | 1,491 | $919.7K | 0.01% | −21−1.4% | Reduced |
| Gambit Capital Management, LLC | 1,491 | $919.7K | 0.66% | −1,716−53.5% | Reduced |
| Vista Investment Management | 1,494 | $921.4K | 0.31% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 1,500 | $925.1K | 0.71% | −500−25.0% | Reduced |
| Retirement Capital Strategies | 1,502 | $926.4K | 0.35% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,504 | $927.0K | 0.26% | −12−0.8% | Reduced |
| Warner Financial, Inc | 1,505 | $928.0K | 0.32% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 1,507 | $929.5K | 0.29% | −6−0.4% | Reduced |
| Panoramic Capital Partners, LLC | 1,526 | $941.0K | 0.58% | +97+6.8% | Added |
| Clarendon Private LLC | 1,528 | $942.2K | 0.72% | +6+0.4% | Added |
| Foundations Investment Advisors, LLC | 1,536 | $947.6K | 0.01% | −229−13.0% | Reduced |
| StoneX Group Inc. | 1,549 | $956.4K | 0.05% | +669+76.0% | Added |
| Cornerstone Wealth Management, LLC | 1,552 | $957.3K | 0.05% | +164+11.8% | Added |
| Bridgewater Advisors Inc. | 1,435 | $957.7K | 0.06% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,559 | $962.1K | 0.18% | −1,336−46.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,571 | $968.9K | 0.01% | −16−1.0% | Reduced |
| OneAscent Financial Services LLC | 1,572 | $969.2K | 0.05% | +873+124.9% | Added |
| Beacon Financial Advisory LLC | 1,589 | $980.0K | 0.22% | +3+0.2% | Added |
| Henderson Brothers Financial Partners, LLC | 1,592 | $981.9K | 0.25% | +1,592 | New |
| Sig Brokerage, LP | 1,600 | $986.8K | 0.28% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,600 | $986.8K | 0.18% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,607 | $991.4K | 0.17% | −5−0.3% | Reduced |
| Fortress Private Ledger, LLC | 1,613 | $994.9K | 0.31% | +554+52.3% | Added |
| Atomi Financial Group, Inc. | 1,620 | $998.9K | 0.03% | +67+4.3% | Added |
| M3 Advisory Group, LLC | 1,621 | $999.6K | 0.62% | +40+2.5% | Added |
| Vaughan David Investments LLC | 1,626 | $1.00M | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,627 | $1.00M | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,630 | $1.01M | 0.06% | −10−0.6% | Reduced |
| White Pine Capital LLC | 1,646 | $1.02M | 0.28% | −164−9.1% | Reduced |
| Old North State Trust, LLC | 1,648 | $1.02M | 0.60% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,561 | $1.02M | 0.06% | +163+11.7% | Added |
| Financial Solutions Advisory Group, Inc. | 1,657 | $1.02M | 0.14% | +1,657 | New |
| Jordan Park Group LLC | 1,664 | $1.03M | 0.05% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,665 | $1.03M | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,671 | $1.03M | 0.03% | −134−7.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.03M | 0.65% | 00.0% | Unchanged |