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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 6,518 | $4.02M | 0.06% | −298−4.4% | Reduced |
| Union Savings Bank | 6,453 | $3.98M | 1.74% | −122−1.9% | Reduced |
| Sanders Morris Harris LLC | 9,450 | $3.98M | 0.63% | +8,450+845.0% | Added |
| Charter Research & Investment Group, Inc. | 6,350 | $3.92M | 2.61% | +16+0.3% | Added |
| Great Valley Advisor Group, Inc. | 6,333 | $3.91M | 0.07% | +4,403+228.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,282 | $3.87M | 0.13% | −652−9.4% | Reduced |
| Glen Eagle Advisors, LLC | 6,250 | $3.85M | 0.54% | −69−1.1% | Reduced |
| First Citizens Bank & Trust Co | 6,222 | $3.84M | 0.08% | −256−4.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,221 | $3.84M | 0.30% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6,200 | $3.82M | 1.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,131 | $3.78M | 0.05% | −263−4.1% | Reduced |
| Segment Wealth Management, LLC | 6,093 | $3.76M | 0.22% | −215−3.4% | Reduced |
| Concurrent Investment Advisors, LLC | 6,093 | $3.76M | 0.04% | +217+3.7% | Added |
| Resources Investment Advisors, LLC. | 6,065 | $3.74M | 0.04% | −236−3.7% | Reduced |
| Woodstock Corp | 6,059 | $3.74M | 0.33% | +5+0.1% | Added |
| United Capital Financial Advisers, LLC | 6,054 | $3.73M | 0.02% | −66−1.1% | Reduced |
| CIBC World Markets Inc. | 6,018 | $3.71M | 0.01% | −27−0.4% | Reduced |
| Bailard, Inc. | 6,012 | $3.71M | 0.09% | −7−0.1% | Reduced |
| Tandem Investment Partners LLC | 6,011 | $3.71M | 3.14% | −159−2.6% | Reduced |
| Matrix Asset Advisors Inc | 5,979 | $3.69M | 0.34% | −137−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,885 | $3.63M | 0.04% | +540+10.1% | Added |
| Bryn Mawr Trust Co | 5,885 | $3.63M | 0.09% | −8−0.1% | Reduced |
| Precedent Wealth Partners, LLC | 5,880 | $3.63M | 0.73% | −6−0.1% | Reduced |
| Signature Securities Group Corporation | 5,842 | $3.61M | 1.31% | +171+3.0% | Added |
| Sagespring Wealth Partners, LLC | 5,856 | $3.61M | 0.07% | −733−11.1% | Reduced |
| Crews Bank & Trust | 5,848 | $3.61M | 0.52% | −84−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,845 | $3.61M | 0.12% | +49+0.8% | Added |
| Sepio Capital, LP | 5,810 | $3.58M | 0.19% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,738 | $3.57M | 0.32% | −132−2.2% | Reduced |
| RSM US Wealth Management LLC | 54,054 | $3.56M | 0.04% | −250.0% | Reduced |
| Apella Capital, LLC | 5,344 | $3.56M | 0.05% | −154−2.8% | Reduced |
| TD Private Client Wealth LLC | 5,745 | $3.54M | 0.07% | −638−10.0% | Reduced |
| Sowell Financial Services LLC | 5,674 | $3.50M | 0.13% | +343+6.4% | Added |
| Greenleaf Trust | 5,665 | $3.49M | 0.03% | −79−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,650 | $3.48M | 0.09% | −1,339−19.2% | Reduced |
| Whalerock Point Partners, LLC | 5,645 | $3.48M | 0.67% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,637 | $3.48M | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,599 | $3.45M | 0.39% | −31−0.6% | Reduced |
| Audent Global Asset Management, LLC | 4,582 | $3.39M | 3.38% | −1,213−20.9% | Reduced |
| Fiduciary Trust Co | 5,480 | $3.38M | 0.04% | −431−7.3% | Reduced |
| Argent Trust Co | 5,381 | $3.32M | 0.11% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,368 | $3.31M | 0.29% | −200−3.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,285 | $3.28M | 0.01% | +320+6.4% | Added |
| HB Wealth Management, LLC | 5,248 | $3.24M | 0.02% | +274+5.5% | Added |
| Roan Capital Partners | 5,216 | $3.22M | 2.97% | +5,216 | New |
| Eastern Bank | 5,194 | $3.20M | 0.05% | −142−2.7% | Reduced |
| Coldstream Capital Management Inc | 5,178 | $3.19M | 0.04% | +2,911+128.4% | Added |
| Gamco Investors, Inc. Et Al | 5,159 | $3.18M | 0.03% | −6−0.1% | Reduced |
| Vanguard National Trust Co | 5,156 | $3.18M | 0.20% | +5,156 | New |
| Arkadios Wealth Advisors | 5,142 | $3.17M | 0.05% | −495−8.8% | Reduced |
| Centaurus Financial, Inc. | 5,126 | $3.16M | 0.15% | −397−7.2% | Reduced |
| Crescent Sterling, Ltd. | 5,118 | $3.16M | 3.05% | +154+3.1% | Added |
| Sigma Planning Corp | 5,101 | $3.15M | 0.09% | +138+2.8% | Added |
| Ssa Swiss Advisors AG | 5,082 | $3.13M | 1.45% | +415+8.9% | Added |
| Spinnaker Trust | 5,055 | $3.12M | 0.17% | −10.0% | Reduced |
| Coastline Trust Co | 5,039 | $3.11M | 0.31% | +12+0.2% | Added |
| GLR Partners, LLC | 4,998 | $3.08M | 1.68% | +4,998 | New |
| Pegasus Asset Management, Inc. | 4,971 | $3.07M | 0.98% | −7−0.1% | Reduced |
| Johnson Financial Group, Inc. | 4,916 | $3.04M | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,879 | $3.01M | 0.11% | +106+2.2% | Added |
| Wesbanco Bank Inc | 4,864 | $3.00M | 0.08% | −33−0.7% | Reduced |
| Independence Bank of Kentucky | 4,809 | $2.97M | 0.38% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,800 | $2.96M | 0.84% | −575−10.7% | Reduced |
| Asset Management Group, Inc. | 4,800 | $2.96M | 0.48% | +36+0.8% | Added |
| Northstar Asset Management LLC | 4,755 | $2.93M | 0.66% | −60−1.2% | Reduced |
| Providence Financial Advisors, LLC | 4,751 | $2.93M | 1.67% | −442−8.5% | Reduced |
| Paladin Advisory Group, LLC | 4,734 | $2.92M | 2.22% | −516−9.8% | Reduced |
| Snowden Capital Advisors LLC | 4,720 | $2.92M | 0.08% | +10+0.2% | Added |
| Brinker Capital Investments, LLC | 4,724 | $2.91M | 0.02% | −1,332−22.0% | Reduced |
| New England Private Wealth Advisors LLC | 4,677 | $2.88M | 0.33% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,651 | $2.87M | 0.33% | +4,651 | New |
| Evoke Wealth, LLC | 4,612 | $2.85M | 0.05% | −10.0% | Reduced |
| West Paces Advisors Inc. | 4,562 | $2.81M | 0.55% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 4,547 | $2.80M | 0.83% | −3−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,532 | $2.80M | 0.36% | +194+4.5% | Added |
| Element Pointe Advisors, LLC | 4,500 | $2.78M | 0.52% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,473 | $2.76M | 0.03% | +27+0.6% | Added |
| Winthrop Advisory Group LLC | 4,457 | $2.76M | 0.23% | −6−0.1% | Reduced |
| WealthBridge Capital Management, LLC | 4,421 | $2.73M | 0.63% | +8+0.2% | Added |
| Gilman Hill Asset Management, LLC | 4,408 | $2.72M | 0.41% | −40−0.9% | Reduced |
| Diversified Trust Co | 4,403 | $2.72M | 0.05% | −191−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,374 | $2.70M | 0.03% | −37−0.8% | Reduced |
| Veracity Capital LLC | 4,359 | $2.69M | 0.96% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,327 | $2.68M | 0.20% | +50+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $2.63M | 0.03% | 00.0% | Unchanged |
| Blueline Advisors LLC | 4,242 | $2.62M | 2.03% | +918+27.6% | Added |
| Victory Financial Group, LLC | 4,236 | $2.61M | 0.32% | −1,350−24.2% | Reduced |
| Providence First Trust Co | 4,236 | $2.61M | 0.92% | −651−13.3% | Reduced |
| Expressive Wealth LLC | 3,831 | $2.61M | 2.49% | +70+1.9% | Added |
| Blue Fin Capital, Inc. | 4,219 | $2.60M | 0.43% | +502+13.5% | Added |
| Salem Investment Counselors Inc | 4,197 | $2.59M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 4,199 | $2.59M | 0.03% | −5,446−56.5% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.56M | 0.81% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 4,103 | $2.53M | 0.78% | −93−2.2% | Reduced |
| Farther Finance Advisors, LLC | 4,052 | $2.52M | 0.02% | +459+12.8% | Added |
| Kingsview Wealth Management, LLC | 4,079 | $2.52M | 0.03% | +1,607+65.0% | Added |
| Sterling Investment Advisors, Ltd. | 4,076 | $2.51M | 0.46% | −22−0.5% | Reduced |
| NorthRock Partners, LLC | 4,059 | $2.50M | 0.04% | −4−0.1% | Reduced |
| Courier Capital LLC | 3,999 | $2.47M | 0.14% | +18+0.5% | Added |
| Green Square Capital Advisors LLC | 3,995 | $2.46M | 0.26% | −299−7.0% | Reduced |