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 | 1,127 | $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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 11,164 | $6.89M | 3.28% | −53−0.5% | Reduced |
| Private Advisor Group, LLC | 11,148 | $6.88M | 0.03% | −189−1.7% | Reduced |
| Hanover Advisors Inc | 11,128 | $6.86M | 2.79% | +10.0% | Added |
| Boston Family Office LLC | 11,081 | $6.83M | 0.45% | −474−4.1% | Reduced |
| First Horizon Corp | 11,079 | $6.83M | 0.29% | −97−0.9% | Reduced |
| Yousif Capital Management, LLC | 11,012 | $6.79M | 0.08% | +4,043+58.0% | Added |
| Dakota Wealth Management | 11,004 | $6.79M | 0.15% | −705−6.0% | Reduced |
| Latigo Investments, LLC | 10,962 | $6.76M | 3.37% | 00.0% | Unchanged |
| Diversified Management Inc | 10,919 | $6.73M | 1.15% | +157+1.5% | Added |
| Goelzer Investment Management, Inc. | 10,874 | $6.71M | 0.32% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,836 | $6.68M | 0.03% | +10,836 | New |
| Community Bank, N.A. | 10,822 | $6.67M | 0.79% | −377−3.4% | Reduced |
| CIBC Bancorp USA Inc. | 10,821 | $6.67M | 0.01% | +10,821 | New |
| Linscomb & Williams, Inc. | 10,715 | $6.61M | 0.29% | −574−5.1% | Reduced |
| G&S Capital LLC | 10,588 | $6.53M | 2.29% | +201+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,572 | $6.52M | 0.45% | −260−2.4% | Reduced |
| Summit Financial, LLC | 10,542 | $6.52M | 0.08% | +313+3.1% | Added |
| Newport Capital Group, LLC | 10,556 | $6.52M | 3.97% | +272+2.6% | Added |
| Madison Park Capital Advisors, LLC | 10,551 | $6.51M | 5.11% | −128−1.2% | Reduced |
| Lynx Capital Group Ltd | 10,482 | $6.47M | 3.01% | −121−1.1% | Reduced |
| Palisade Asset Management, LLC | 10,451 | $6.45M | 0.65% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 10,342 | $6.38M | 0.64% | −7,917−43.4% | Reduced |
| Nicolet Bankshares Inc | 10,178 | $6.32M | 0.23% | +8,943+724.1% | Added |
| Retirement Income Solutions, Inc | 10,228 | $6.31M | 1.08% | −95−0.9% | Reduced |
| Merit Financial Group, LLC | 10,221 | $6.30M | 0.05% | +594+6.2% | Added |
| Hopwood Financial Services, Inc. | 10,138 | $6.25M | 4.21% | −263−2.5% | Reduced |
| RBF Capital, LLC | 10,000 | $6.17M | 0.30% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $6.17M | 5.33% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 9,933 | $6.14M | 2.70% | −301−2.9% | Reduced |
| Allworth Financial LP | 9,850 | $6.07M | 0.02% | −7−0.1% | Reduced |
| Private Wealth Asset Management, LLC | 9,739 | $6.01M | 0.64% | −208−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,708 | $5.99M | 0.03% | +2,193+29.2% | Added |
| Central Trust Co | 9,707 | $5.99M | 0.12% | −30.0% | Reduced |
| Diversified Portfolios, Inc. | 9,679 | $5.97M | 0.49% | −386−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,602 | $5.92M | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,595 | $5.92M | 3.52% | +139+1.5% | Added |
| Adirondack Trust Co | 9,587 | $5.91M | 1.99% | −721−7.0% | Reduced |
| Sageworth Trust Co | 9,569 | $5.90M | 0.25% | 00.0% | Unchanged |
| Barclays PLC | 9,561 | $5.90M | 0.00% | −15,415−61.7% | Reduced |
| SRS Capital Advisors, Inc. | 9,493 | $5.86M | 0.17% | +8,713+1,117.1% | Added |
| Resonant Capital Advisors, LLC | 9,339 | $5.77M | 0.30% | +141+1.5% | Added |
| Laird Norton Trust Company, LLC | 9,326 | $5.77M | 0.13% | −45−0.5% | Reduced |
| Barrett & Company, Inc. | 9,214 | $5.68M | 1.96% | −63−0.7% | Reduced |
| Winter & Associates, Inc. | 9,050 | $5.66M | 4.95% | −1,658−15.5% | Reduced |
| Balboa Wealth Partners | 9,166 | $5.65M | 0.95% | −11−0.1% | Reduced |
| Motco | 9,148 | $5.64M | 0.52% | −118−1.3% | Reduced |
| Firestone Capital Management | 8,999 | $5.55M | 1.16% | −32−0.4% | Reduced |
| Flow Traders U.S. LLC | 8,921 | $5.50M | 0.17% | +8,921 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,200 | $5.45M | 1.82% | +96+1.2% | Added |
| Change Path, LLC | 8,800 | $5.43M | 0.13% | −567−6.1% | Reduced |
| Highview Capital Management LLC | 8,763 | $5.40M | 1.96% | +669+8.3% | Added |
| North Star Investment Management Corp. | 8,729 | $5.38M | 0.33% | +433+5.2% | Added |
| Paller Financial Services Inc | 8,671 | $5.35M | 4.42% | −512−5.6% | Reduced |
| Gotham Asset Management, LLC | 8,638 | $5.33M | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 8,550 | $5.27M | 1.26% | −15−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 8,540 | $5.27M | 0.17% | −1,676−16.4% | Reduced |
| Flputnam Investment Management Co | 8,516 | $5.25M | 0.08% | −138−1.6% | Reduced |
| Bank of New Hampshire | 8,479 | $5.23M | 1.20% | −47−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $5.21M | 2.41% | +8,441 | New |
| Leavell Investment Management, Inc. | 8,416 | $5.20M | 0.21% | −1,850−18.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,298 | $5.12M | 0.12% | −210−2.5% | Reduced |
| Oppenheimer & Co Inc | 8,273 | $5.10M | 0.06% | −5,959−41.9% | Reduced |
| Bay Rivers Group | 8,166 | $5.04M | 2.10% | +194+2.4% | Added |
| Fifth Third Securities, Inc. | 7,936 | $4.89M | 0.32% | −1,497−15.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,917 | $4.88M | 0.04% | +1,201+17.9% | Added |
| RFG Advisory, LLC | 7,916 | $4.88M | 0.09% | −118−1.5% | Reduced |
| Colorado Capital Management, Inc. | 7,906 | $4.88M | 1.82% | −294−3.6% | Reduced |
| Prospera Financial Services Inc | 7,892 | $4.87M | 0.08% | +15+0.2% | Added |
| Apollon Wealth Management, LLC | 7,890 | $4.87M | 0.08% | −411−5.0% | Reduced |
| Haverford Trust Co | 7,832 | $4.83M | 0.04% | −56−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 7,829 | $4.83M | 1.65% | −619−7.3% | Reduced |
| HSBC Holdings PLC | 7,831 | $4.82M | 0.00% | −854−9.8% | Reduced |
| Perigon Wealth Management, LLC | 7,794 | $4.81M | 0.09% | +150+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,753 | $4.78M | 0.06% | +145+1.9% | Added |
| Peak Asset Management, LLC | 7,737 | $4.77M | 0.84% | −1,095−12.4% | Reduced |
| Crestwood Advisors Group LLC | 7,721 | $4.76M | 0.08% | −284−3.5% | Reduced |
| Financial & Tax Architects, LLC | 7,690 | $4.74M | 1.06% | +7,690 | New |
| Fidelis Capital Partners, LLC | 7,657 | $4.72M | 0.34% | +317+4.3% | Added |
| Bokf, NA | 7,653 | $4.72M | 0.07% | −327−4.1% | Reduced |
| Associated Banc-Corp | 7,643 | $4.71M | 0.12% | −39−0.5% | Reduced |
| Sonata Capital Group Inc | 7,620 | $4.70M | 1.73% | +182+2.4% | Added |
| Nixon Peabody Trust Co | 7,556 | $4.66M | 0.37% | −7,389−49.4% | Reduced |
| KMG Fiduciary Partners, LLC | 7,552 | $4.66M | 0.34% | −30.0% | Reduced |
| Intrepid Financial Planning Group LLC | 7,541 | $4.65M | 1.88% | −171−2.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,510 | $4.63M | 0.25% | −58−0.8% | Reduced |
| Breakwater Capital Group | 7,432 | $4.58M | 0.61% | −72−1.0% | Reduced |
| Modera Wealth Management, LLC | 7,412 | $4.57M | 0.05% | −1,706−18.7% | Reduced |
| GWM Advisors LLC | 7,402 | $4.57M | 0.02% | −171−2.3% | Reduced |
| Brevan Howard Capital Management LP | 7,391 | $4.56M | 0.05% | +7,391 | New |
| Financial Engines Advisors L.L.C. | 7,378 | $4.55M | 0.01% | −935−11.2% | Reduced |
| Midwest Financial Group LLC | 7,276 | $4.49M | 1.91% | −54−0.7% | Reduced |
| Evensky & Katz LLC | 7,239 | $4.46M | 0.25% | −269−3.6% | Reduced |
| Keybank National Association | 7,007 | $4.32M | 0.02% | −320−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,890 | $4.25M | 0.14% | −403−5.5% | Reduced |
| Mayflower Financial Advisors, LLC | 6,823 | $4.21M | 0.51% | −100−1.4% | Reduced |
| Davis R M Inc | 6,800 | $4.20M | 0.07% | −7−0.1% | Reduced |
| JMG Financial Group, Ltd. | 6,786 | $4.19M | 0.12% | −267−3.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,562 | $4.05M | 1.12% | −141−2.1% | Reduced |
| Keystone Financial Group | 6,364 | $4.04M | 0.28% | −91−1.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,533 | $4.03M | 1.57% | −114−1.7% | Reduced |