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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 3,992 | $2.46M | 0.77% | +429+12.0% | Added |
| Connecticut Wealth Management, LLC | 3,985 | $2.46M | 0.10% | −559−12.3% | Reduced |
| Banque Transatlantique SA | 3,963 | $2.44M | 0.06% | +3,963 | New |
| International Assets Investment Management, LLC | 3,892 | $2.42M | 0.17% | −327−7.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,915 | $2.41M | 0.01% | −1,174−23.1% | Reduced |
| Weil Company, Inc. | 3,912 | $2.41M | 0.54% | −602−13.3% | Reduced |
| Park Capital Management, LLC | 3,895 | $2.40M | 2.34% | +69+1.8% | Added |
| Becker Capital Management Inc | 3,885 | $2.40M | 0.07% | −160−4.0% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.40M | 0.47% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,887 | $2.40M | 1.29% | −62−1.6% | Reduced |
| St. Johns Investment Management Company, LLC | 3,866 | $2.38M | 1.00% | −107−2.7% | Reduced |
| Adviser Investments LLC | 3,855 | $2.38M | 0.03% | +10.0% | Added |
| CAPROCK Group, Inc. | 3,819 | $2.36M | 0.06% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 3,827 | $2.36M | 2.37% | −705−15.6% | Reduced |
| Financial Life Planners | 3,808 | $2.35M | 1.80% | −73−1.9% | Reduced |
| PKS Advisory Services, LLC | 3,795 | $2.34M | 0.54% | −41−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,783 | $2.33M | 0.10% | −307−7.5% | Reduced |
| Davidson Trust Co | 3,768 | $2.32M | 1.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,767 | $2.32M | 0.21% | +71+1.9% | Added |
| Intelligent Financial Strategies | 3,743 | $2.31M | 1.21% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 3,741 | $2.31M | 1.95% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,740 | $2.31M | 0.04% | −24−0.6% | Reduced |
| ARS Investment Partners, LLC | 3,734 | $2.30M | 0.12% | +205+5.8% | Added |
| American Institute for Advanced Investment Management, LLP | 3,718 | $2.29M | 1.49% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,715 | $2.29M | 0.01% | −20−0.5% | Reduced |
| Pincus Capital Management, LP | 3,695 | $2.28M | 1.59% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 3,677 | $2.27M | 0.48% | −33−0.9% | Reduced |
| Lewis Asset Management, LLC | 3,674 | $2.27M | 0.93% | −7−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,649 | $2.25M | 0.29% | −136−3.6% | Reduced |
| Investment Advisory Group, LLC | 3,637 | $2.24M | 0.57% | −112−3.0% | Reduced |
| RVW Wealth, LLC | 3,629 | $2.24M | 0.17% | −500−12.1% | Reduced |
| Finley Financial, LLC | 3,625 | $2.24M | 1.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,621 | $2.23M | 0.07% | +193+5.6% | Added |
| Capital Investment Advisory Services, LLC | 3,608 | $2.23M | 0.16% | −150−4.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,598 | $2.22M | 0.35% | −21,918−85.9% | Reduced |
| Trust Point Inc. | 3,584 | $2.21M | 0.19% | 00.0% | Unchanged |
| HRT Financial LP | 3,561 | $2.20M | 0.01% | −247,021−98.6% | Reduced |
| Topsail Wealth Management, LLC | 3,551 | $2.19M | 0.32% | +70+2.0% | Added |
| Marin Bay Wealth Advisors, LLC | 3,546 | $2.19M | 1.32% | −4−0.1% | Reduced |
| Red Door Wealth Management, LLC | 3,518 | $2.17M | 0.23% | +5+0.1% | Added |
| McLaughlin Asset Management, Inc. | 3,518 | $2.17M | 2.07% | −17−0.5% | Reduced |
| Horizon Investments, LLC | 3,508 | $2.16M | 0.02% | +1,699+93.9% | Added |
| Lavaca Capital LLC | 3,500 | $2.16M | 0.40% | −442−11.2% | Reduced |
| Sentinus, LLC | 3,428 | $2.11M | 0.19% | −22−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 3,402 | $2.10M | 0.26% | −5−0.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,369 | $2.08M | 0.54% | −27−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 3,368 | $2.08M | 0.07% | −385−10.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $2.07M | 0.01% | −2,141−39.0% | Reduced |
| CWS Financial Advisors, LLC | 3,325 | $2.05M | 0.53% | +12+0.4% | Added |
| Bank of Nova Scotia | 3,311 | $2.04M | 0.00% | −3,210−49.2% | Reduced |
| Embree Financial Group | 3,264 | $2.01M | 0.24% | +405+14.2% | Added |
| AlTi Global, Inc. | 3,247 | $2.01M | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,229 | $2.00M | 0.05% | +2,836+721.6% | Added |
| Old Second National Bank of Aurora | 3,188 | $1.97M | 0.41% | −383−10.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,177 | $1.96M | 0.12% | +425+15.4% | Added |
| Acorn Wealth Advisors, LLC | 3,171 | $1.96M | 0.57% | +1,365+75.6% | Added |
| Gsa Capital Partners LLP | 3,169 | $1.96M | 0.12% | +767+31.9% | Added |
| Woodmont Investment Counsel LLC | 3,170 | $1.95M | 0.12% | −613−16.2% | Reduced |
| Caliber Wealth Management, LLC | 3,157 | $1.95M | 0.21% | −104−3.2% | Reduced |
| Venturi Wealth Management, LLC | 3,150 | $1.94M | 0.09% | −600−16.0% | Reduced |
| Gridiron Partners, LLC | 3,123 | $1.93M | 1.18% | −41−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1.92M | 0.11% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,092 | $1.91M | 0.02% | −46−1.5% | Reduced |
| Junk Investment Group, LLC | 3,071 | $1.89M | 0.99% | +3,071 | New |
| Jones Kertz & Associates, Inc. | 3,070 | $1.89M | 1.01% | −9−0.3% | Reduced |
| Finivi Inc. | 3,069 | $1.89M | 1.03% | +1,918+166.6% | Added |
| Aspiriant, LLC | 3,063 | $1.89M | 0.05% | −60−1.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,039 | $1.87M | 0.27% | −51−1.7% | Reduced |
| Independent Financial Group, LLC | 3,028 | $1.87M | 0.04% | −979−24.4% | Reduced |
| Jane Street Group, LLC | 3,022 | $1.86M | 0.00% | −29,798−90.8% | Reduced |
| Regions Financial Corp | 2,960 | $1.83M | 0.01% | +60+2.1% | Added |
| Bitterroot Capital Advisors LLC | 2,929 | $1.81M | 1.10% | 00.0% | Unchanged |
| GenTrust, LLC | 2,914 | $1.80M | 0.08% | +45+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,921 | $1.80M | 0.01% | +370+14.5% | Added |
| Quantbot Technologies LP | 2,914 | $1.80M | 0.07% | +2,914 | New |
| Tiemann Investment Advisors, LLC | 2,906 | $1.79M | 0.70% | −33−1.1% | Reduced |
| Summit Trail Advisors, LLC | 2,900 | $1.79M | 0.03% | +590+25.5% | Added |
| Berman McAleer LLC | 2,885 | $1.78M | 0.24% | −825−22.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,877 | $1.77M | 0.42% | −81−2.7% | Reduced |
| SlateStone Wealth, LLC | 2,875 | $1.77M | 0.15% | −10−0.3% | Reduced |
| Alpha Wealth Funds, LLC | 2,870 | $1.77M | 1.26% | −161−5.3% | Reduced |
| Northwest Bancshares, Inc. | 2,870 | $1.77M | 0.35% | −46−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,847 | $1.76M | 0.02% | −8,388−74.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,845 | $1.75M | 1.19% | −84−2.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $1.75M | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,836 | $1.75M | 0.09% | −387−12.0% | Reduced |
| CSS LLC | 2,810 | $1.73M | 0.10% | +230+8.9% | Added |
| Fiducient Advisors LLC | 2,791 | $1.72M | 0.23% | −28−1.0% | Reduced |
| Price T Rowe Associates Inc | 2,789 | $1.72M | 0.00% | +1,295+86.7% | Added |
| Gould Asset Management LLC | 2,781 | $1.72M | 0.30% | −475−14.6% | Reduced |
| Hardy Reed LLC | 2,775 | $1.71M | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 2,773 | $1.71M | 0.26% | −4−0.1% | Reduced |
| Coyle Financial Counsel LLC | 2,747 | $1.69M | 0.36% | −2−0.1% | Reduced |
| SK Wealth Management, LLC | 2,710 | $1.69M | 0.47% | +10+0.4% | Added |
| Harbor Advisory Corp | 2,743 | $1.69M | 0.51% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 2,742 | $1.69M | 0.89% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,730 | $1.69M | 0.64% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,712 | $1.67M | 1.00% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.67M | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.67M | 0.18% | 00.0% | Unchanged |