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 |
|---|---|---|---|---|---|
| Darrow Company, Inc. | 1,683 | $1.04M | 0.47% | 00.0% | Unchanged |
| Aegis Wealth Management, Inc. | 1,687 | $1.04M | 0.82% | +71+4.4% | Added |
| Cannon Capital Management, Inc. | 1,691 | $1.04M | 0.85% | −430−20.3% | Reduced |
| Steel Peak Wealth Management LLC | 1,687 | $1.04M | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,697 | $1.05M | 0.02% | +1,697 | New |
| Paragon Capital Management Ltd | 1,700 | $1.05M | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,727 | $1.06M | 0.06% | +90+5.5% | Added |
| Moment Partners, LLC | 1,728 | $1.07M | 0.19% | 00.0% | Unchanged |
| Park National Corp | 1,738 | $1.07M | 0.03% | +288+19.9% | Added |
| Lynch & Associates | 1,740 | $1.07M | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,740 | $1.07M | 0.29% | +269+18.3% | Added |
| Integrated Wealth Concepts LLC | 1,741 | $1.07M | 0.01% | +780+81.2% | Added |
| BigSur Wealth Management LLC | 1,740 | $1.08M | 0.30% | +300+20.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,753 | $1.08M | 0.02% | +1,753 | New |
| Mason Investment Advisory Services, Inc. | 1,758 | $1.08M | 0.05% | 00.0% | Unchanged |
| SFM, LLC | 1,764 | $1.09M | 0.66% | −1−0.1% | Reduced |
| Parsons Capital Management Inc | 1,768 | $1.09M | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,769 | $1.09M | 0.27% | +254+16.8% | Added |
| Credit Agricole S A | 1,776 | $1.10M | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,780 | $1.10M | 0.36% | −25−1.4% | Reduced |
| Capital Advantage, Inc. | 1,784 | $1.10M | 0.14% | −2−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.10M | 0.18% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,796 | $1.11M | 0.24% | −32−1.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,797 | $1.11M | 0.30% | +743+70.5% | Added |
| Manchester Capital Management LLC | 1,799 | $1.11M | 0.16% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,821 | $1.12M | 0.01% | +187+11.4% | Added |
| Dynamic Advisor Solutions LLC | 1,834 | $1.13M | 0.04% | +41+2.3% | Added |
| Glassman Wealth Services | 1,836 | $1.13M | 0.15% | +97+5.6% | Added |
| Blue Zone Wealth Advisors, LLC | 1,840 | $1.13M | 0.23% | −4−0.2% | Reduced |
| Howe & Rusling Inc | 1,840 | $1.13M | 0.07% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,843 | $1.14M | 0.06% | −191−9.4% | Reduced |
| SkyView Investment Advisors, LLC | 1,850 | $1.14M | 0.15% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,850 | $1.14M | 0.45% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,857 | $1.15M | 0.04% | +1,462+370.1% | Added |
| E&G Advisors, LP | 1,860 | $1.15M | 0.26% | +25+1.4% | Added |
| Saxon Interests, Inc. | 1,860 | $1.15M | 0.40% | −515−21.7% | Reduced |
| Boston Private Wealth LLC | 1,867 | $1.15M | 0.08% | −65−3.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,869 | $1.15M | 0.07% | −600−24.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.15M | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,788 | $1.15M | 0.07% | −99−5.2% | Reduced |
| Braun Stacey Associates Inc | 1,871 | $1.15M | 0.04% | +322+20.8% | Added |
| Jennison Associates LLC | 1,874 | $1.16M | 0.00% | −1,654−46.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,872 | $1.16M | 0.06% | −50−2.6% | Reduced |
| Forza Wealth Management, LLC | 1,876 | $1.16M | 0.40% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.16M | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,883 | $1.16M | 0.70% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $1.16M | 0.54% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,892 | $1.17M | 0.03% | +278+17.2% | Added |
| Maltin Wealth Management, Inc. | 1,897 | $1.17M | 0.45% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,903 | $1.17M | 0.22% | −43−2.2% | Reduced |
| Lyell Wealth Management, LP | 1,903 | $1.17M | 0.09% | −10−0.5% | Reduced |
| National Asset Management, Inc. | 1,963 | $1.18M | 0.08% | +1+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,910 | $1.18M | 0.03% | −25−1.3% | Reduced |
| Fiera Capital Corp | 1,913 | $1.18M | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 1,927 | $1.19M | 1.02% | +1,927 | New |
| Castle Rock Wealth Management, LLC | 1,919 | $1.19M | 0.26% | +53+2.8% | Added |
| Burling Wealth Partners, LLC | 1,941 | $1.20M | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,955 | $1.21M | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,955 | $1.21M | 0.64% | +45+2.4% | Added |
| Centiva Capital, LP | 1,960 | $1.21M | 0.06% | +1,000+104.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,962 | $1.21M | 0.17% | −21−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 1,966 | $1.21M | 0.08% | −15−0.8% | Reduced |
| CCG Wealth Management, LLC | 1,967 | $1.22M | 0.33% | +465+31.0% | Added |
| Ameritas Advisory Services, LLC | 1,978 | $1.22M | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,988 | $1.23M | 0.44% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,000 | $1.23M | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,993 | $1.24M | 0.22% | +2+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.24M | 0.07% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,005 | $1.24M | 0.13% | −36−1.8% | Reduced |
| Choate Investment Advisors | 2,013 | $1.24M | 0.02% | −44−2.1% | Reduced |
| VestGen Advisors, LLC | 1,858 | $1.24M | 0.03% | +827+80.2% | Added |
| Stock Yards Bank & Trust Co | 2,023 | $1.25M | 0.04% | −499−19.8% | Reduced |
| Gator Capital Management, LLC | 2,028 | $1.25M | 0.27% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,033 | $1.25M | 0.30% | −3−0.1% | Reduced |
| Stephens Inc | 2,048 | $1.26M | 0.02% | +120+6.2% | Added |
| TruWealth Advisors, LLC | 2,050 | $1.26M | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,053 | $1.27M | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,055 | $1.27M | 0.07% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,058 | $1.27M | 0.09% | −73−3.4% | Reduced |
| Sunbeam Capital Management, LLC | 2,063 | $1.27M | 0.73% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,069 | $1.28M | 0.28% | −51−2.4% | Reduced |
| Frisch Financial Group, Inc. | 2,067 | $1.28M | 0.27% | +6+0.3% | Added |
| Bank of Hawaii | 2,087 | $1.29M | 0.07% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,092 | $1.29M | 0.07% | +21+1.0% | Added |
| EverSource Wealth Advisors, LLC | 2,095 | $1.29M | 0.04% | +345+19.7% | Added |
| Emprise Bank | 2,096 | $1.29M | 0.52% | −25−1.2% | Reduced |
| Sentinel Trust Co Lba | 2,104 | $1.30M | 0.13% | −20−0.9% | Reduced |
| Granite Bay Wealth Management, LLC | 2,108 | $1.30M | 0.28% | −8−0.4% | Reduced |
| Rockland Trust Co | 2,109 | $1.30M | 0.05% | +278+15.2% | Added |
| Triumph Capital Management | 2,110 | $1.30M | 0.27% | −303−12.6% | Reduced |
| DV Trading LLC | 2,123 | $1.31M | 0.12% | −226−9.6% | Reduced |
| TCTC Holdings, LLC | 2,127 | $1.31M | 0.04% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2,130 | $1.31M | 0.81% | −328−13.3% | Reduced |
| FF Advisors,LLC | 1,984 | $1.32M | 0.53% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,148 | $1.32M | 0.34% | 00.0% | Unchanged |
| Signal Tree Financial Partners LLC | 2,157 | $1.33M | 1.00% | −32−1.5% | Reduced |
| Montecito Bank & Trust | 2,157 | $1.33M | 0.22% | −4−0.2% | Reduced |
| GAMMA Investing LLC | 2,167 | $1.34M | 0.06% | −164−7.0% | Reduced |
| Moors & Cabot, Inc. | 2,181 | $1.35M | 0.06% | +639+41.4% | Added |
| Tiaa Trust, National Association | 2,188 | $1.35M | 0.08% | −11,444−83.9% | Reduced |