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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 32,253 | $21.2M | 0.37% | −735−2.2% | Reduced |
| Jump Financial, LLC | 33,832 | $20.9M | 0.31% | +33,832 | New |
| Steele Capital Management, Inc. | 33,057 | $20.4M | 0.85% | −166−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 33,113 | $20.4M | 0.28% | −1,277−3.7% | Reduced |
| Youngs Advisory Group, Inc. | 32,568 | $20.1M | 7.14% | −80−0.2% | Reduced |
| AQR Capital Management LLC | 32,825 | $19.7M | 0.01% | +5,213+18.9% | Added |
| Trustmark National Bank Trust Department | 31,740 | $19.6M | 1.26% | −384−1.2% | Reduced |
| Waldron Private Wealth LLC | 31,646 | $19.5M | 0.76% | −997−3.1% | Reduced |
| Huntington National Bank | 1,818 | $19.4M | 0.11% | – | – |
| Curbstone Financial Management Corp | 31,188 | $19.2M | 3.68% | −130−0.4% | Reduced |
| Vestor Capital, LLC | 30,810 | $19.0M | 1.38% | +29,960+3,524.7% | Added |
| DC Investments Management, LLC | 30,673 | $18.9M | 7.24% | +30,673 | New |
| Brookstone Capital Management | 30,417 | $18.8M | 0.21% | +14,533+91.5% | Added |
| M&T Bank Corp | 27,479 | $16.9M | 0.06% | −3,846−12.3% | Reduced |
| Mercer Global Advisors Inc | 26,915 | $16.6M | 0.02% | −1,857−6.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 26,910 | $16.6M | 0.27% | +4,910+22.3% | Added |
| Serenus Wealth Advisors, LLC | 26,012 | $16.0M | 3.20% | −333−1.3% | Reduced |
| Simmons Bank | 24,461 | $15.1M | 1.01% | −53−0.2% | Reduced |
| IMC-Chicago, LLC | 24,334 | $15.0M | 0.23% | +3,465+16.6% | Added |
| Franklin Resources Inc | 23,951 | $14.8M | 0.00% | +3,257+15.7% | Added |
| BlackRock, Inc. | 23,092 | $14.2M | 0.00% | +3,213+16.2% | Added |
| Glenmede Trust Co NA | 22,878 | $14.1M | 0.07% | −294−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 22,356 | $13.8M | 3.40% | −130−0.6% | Reduced |
| HighPoint Advisor Group LLC | 22,107 | $13.6M | 0.57% | +20.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,022 | $13.6M | 0.07% | −707−3.1% | Reduced |
| Savant Capital, LLC | 21,907 | $13.5M | 0.07% | −114−0.5% | Reduced |
| Caldwell Trust Co | 21,591 | $13.3M | 1.19% | +777+3.7% | Added |
| Nitorum Capital, L.P. | 21,216 | $13.1M | 11.49% | +21,216 | New |
| MCF Advisors LLC | 21,018 | $13.0M | 0.57% | −125−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 21,045 | $13.0M | 0.40% | +1,000+5.0% | Added |
| Peddock Capital Advisors, LLC | 20,471 | $12.6M | 2.78% | +897+4.6% | Added |
| MML Investors Services, LLC | 20,434 | $12.6M | 0.03% | −3,665−15.2% | Reduced |
| jvl associates llc | 19,689 | $12.1M | 4.07% | 00.0% | Unchanged |
| Old National Bancorp | 19,167 | $11.8M | 0.20% | −891−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,010 | $11.7M | 0.23% | −460−2.4% | Reduced |
| Callan Family Office, LLC | 18,509 | $11.4M | 0.26% | −444−2.3% | Reduced |
| CWM, LLC | 18,355 | $11.3M | 0.03% | −193−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 18,311 | $11.3M | 1.75% | −1,253−6.4% | Reduced |
| Lutz Financial Services LLC | 18,190 | $11.2M | 0.75% | −383−2.1% | Reduced |
| Csenge Advisory Group | 18,185 | $11.2M | 0.51% | −329−1.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,967 | $11.1M | 2.35% | +17,967 | New |
| Thrive Wealth Management, LLC | 17,760 | $11.0M | 1.63% | −425−2.3% | Reduced |
| Ieq Capital, LLC | 17,709 | $10.9M | 0.05% | +277+1.6% | Added |
| First National Bank of Omaha | 18,205 | $10.9M | 0.34% | +222+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,655 | $10.9M | 0.05% | +321+1.9% | Added |
| Wellspring Financial Advisors, LLC | 17,601 | $10.9M | 0.81% | −883−4.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,585 | $10.8M | 2.71% | −620−3.4% | Reduced |
| Hummer Financial Advisory Services Inc | 17,189 | $10.6M | 7.51% | +96+0.6% | Added |
| Granite FO LLC | 17,037 | $10.5M | 6.22% | +410+2.5% | Added |
| Brown Brothers Harriman & Co | 16,948 | $10.5M | 0.06% | −324−1.9% | Reduced |
| Corsicana & Co. | 19,154 | $10.2M | 6.47% | +574+3.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,300 | $10.1M | 0.02% | +16,300 | New |
| First Financial Bank - Trust Division | 16,286 | $10.0M | 0.81% | −363−2.2% | Reduced |
| Pensionmark Financial Group, LLC | 16,225 | $10.0M | 0.16% | −405−2.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,073 | $9.91M | 0.52% | −200−1.2% | Reduced |
| Montz Harcus Wealth Management LLC | 16,071 | $9.91M | 4.00% | +34+0.2% | Added |
| Legacy Advisors, LLC | 15,932 | $9.83M | 1.16% | +10+0.1% | Added |
| Harbour Trust & Investment Management Co | 15,902 | $9.81M | 1.04% | −77−0.5% | Reduced |
| Torrey-Payne Wealth Management, LLC | 15,836 | $9.77M | 8.96% | +36+0.2% | Added |
| Agf Management Ltd | 15,569 | $9.60M | 0.04% | −225−1.4% | Reduced |
| Central Bank & Trust Co | 15,560 | $9.60M | 1.51% | +719+4.8% | Added |
| Canopy Partners, LLC | 15,548 | $9.59M | 3.29% | −959−5.8% | Reduced |
| Terry L. Blaker | 15,514 | $9.57M | 0.36% | −53−0.3% | Reduced |
| Arvest Investments, Inc. | 15,505 | $9.56M | 1.30% | −642−4.0% | Reduced |
| Evercore Wealth Management, LLC | 15,390 | $9.49M | 0.15% | −170−1.1% | Reduced |
| NBT Bank N A | 15,209 | $9.38M | 0.61% | −521−3.3% | Reduced |
| Capstone Financial Advisors, Inc. | 15,178 | $9.36M | 0.50% | −30.0% | Reduced |
| Quantinno Capital Management LP | 15,027 | $9.27M | 0.02% | −1,197−7.4% | Reduced |
| Howard Capital Management Inc. | 14,964 | $9.23M | 0.15% | −229−1.5% | Reduced |
| Cresset Asset Management, LLC | 14,768 | $9.13M | 0.04% | −11,526−43.8% | Reduced |
| Chesley Taft & Associates LLC | 14,362 | $8.86M | 0.37% | −206−1.4% | Reduced |
| Legal & General Group Plc | 14,200 | $8.76M | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 14,012 | $8.64M | 0.29% | −444−3.1% | Reduced |
| RMR Wealth Builders | 13,966 | $8.61M | 0.68% | −429−3.0% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $8.60M | 2.64% | 00.0% | Unchanged |
| AMG National Trust Bank | 13,814 | $8.52M | 0.18% | +5,360+63.4% | Added |
| Mill Creek Capital Advisors, LLC | 13,787 | $8.50M | 0.17% | −207−1.5% | Reduced |
| Alexis Investment Partners, LLC | 14,164 | $8.48M | 5.84% | +2,594+22.4% | Added |
| Bearing Point Capital, LLC | 13,736 | $8.47M | 1.33% | −72−0.5% | Reduced |
| TKG Advisors, LLC | 13,235 | $8.16M | 3.37% | −74−0.6% | Reduced |
| Busey Wealth Management | 13,070 | $8.06M | 0.22% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,133 | $7.94M | 0.05% | +3,430+35.3% | Added |
| Staley Capital Advisers Inc | 12,844 | $7.92M | 0.34% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,720 | $7.85M | 0.01% | +12,720 | New |
| Seeds Investor LLC | 11,906 | $7.78M | 1.06% | −974−7.6% | Reduced |
| Buckingham Strategic Partners | 12,512 | $7.72M | 0.08% | −410−3.2% | Reduced |
| Paulson Wealth Management Inc. | 12,465 | $7.69M | 1.80% | +1,044+9.1% | Added |
| Pacific Center for Financial Services | 12,353 | $7.62M | 1.93% | −557−4.3% | Reduced |
| Sanctuary Advisors, LLC | 12,193 | $7.52M | 0.04% | +1,178+10.7% | Added |
| Grove Bank & Trust | 12,190 | $7.52M | 0.85% | −237−1.9% | Reduced |
| Jones Financial Companies LLLP | 12,410 | $7.50M | 0.00% | +1,973+18.9% | Added |
| Warren Averett Asset Management, LLC | 12,125 | $7.48M | 0.06% | −422−3.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,919 | $7.37M | 0.15% | +441+3.8% | Added |
| Meridian Wealth Advisors, LLC | 11,906 | $7.34M | 0.97% | +153+1.3% | Added |
| Sand Hill Global Advisors, LLC | 11,886 | $7.33M | 0.25% | −43−0.4% | Reduced |
| Wealthspire Advisors, LLC | 11,853 | $7.31M | 0.06% | +31+0.3% | Added |
| Capital Group Private Client Services, Inc. | 11,746 | $7.24M | 0.12% | −10.0% | Reduced |
| Harbour Investments, Inc. | 11,732 | $7.24M | 0.11% | +2,023+20.8% | Added |
| Lodestar Private Asset Management LLC | 11,361 | $7.01M | 0.69% | +36+0.3% | Added |
| Mechanics Bank Trust Department | 11,328 | $6.99M | 0.97% | −214−1.9% | Reduced |