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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 2,694 | $1.66M | 0.26% | +627+30.3% | Added |
| Essex Financial Services, Inc. | 2,686 | $1.66M | 0.09% | −23−0.8% | Reduced |
| GW&K Investment Management, LLC | 2,659 | $1.64M | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,647 | $1.63M | 0.89% | −476−15.2% | Reduced |
| GEM Asset Management, LLC | 2,622 | $1.62M | 0.71% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 2,617 | $1.61M | 0.44% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,607 | $1.61M | 0.03% | +57+2.2% | Added |
| Patriot Investment Management Inc. | 2,606 | $1.61M | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,595 | $1.60M | 0.02% | −30−1.1% | Reduced |
| Zhang Financial LLC | 2,571 | $1.59M | 0.05% | −20−0.8% | Reduced |
| Deutsche Bank AG | 2,565 | $1.58M | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,560 | $1.58M | 0.06% | −237−8.5% | Reduced |
| XML Financial, LLC | 2,556 | $1.58M | 0.13% | +445+21.1% | Added |
| Kingswood Wealth Advisors, LLC | 2,540 | $1.57M | 0.07% | −14−0.5% | Reduced |
| Semitam Bonam LLC | 2,523 | $1.56M | 1.27% | −65−2.5% | Reduced |
| Peterson Wealth Management | 2,518 | $1.55M | 0.90% | +23+0.9% | Added |
| Tower Bridge Advisors | 2,516 | $1.55M | 0.15% | +2,516 | New |
| Neuberger Berman Group LLC | 2,513 | $1.55M | 0.00% | −20−0.8% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.54M | 0.49% | 00.0% | Unchanged |
| MidFirst Bank | 2,494 | $1.54M | 0.13% | −28−1.1% | Reduced |
| Ullmann Financial Group, Inc. | 2,489 | $1.54M | 0.16% | −16−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 2,480 | $1.53M | 0.11% | −107−4.1% | Reduced |
| BKD Wealth Advisors, LLC | 2,475 | $1.53M | 0.03% | −286−10.4% | Reduced |
| Zions Bancorporation, National Association | 2,474 | $1.53M | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 2,470 | $1.52M | 0.07% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,468 | $1.52M | 0.08% | +25+1.0% | Added |
| Disciplined Investments, LLC | 2,464 | $1.52M | 0.55% | −9−0.4% | Reduced |
| Bedminster, LLC | 2,457 | $1.52M | 1.41% | −272−10.0% | Reduced |
| First Financial Corp | 2,453 | $1.51M | 0.59% | +762+45.1% | Added |
| Private Trust Co NA | 2,452 | $1.51M | 0.14% | +23+0.9% | Added |
| Wedbush Securities Inc | 2,439 | $1.50M | 0.04% | +152+6.6% | Added |
| Cozad Asset Management Inc | 2,403 | $1.48M | 0.12% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,398 | $1.48M | 0.16% | −13−0.5% | Reduced |
| Element Wealth, LLC | 2,395 | $1.48M | 0.61% | −40−1.6% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.47M | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,379 | $1.47M | 0.20% | +152+6.8% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,374 | $1.46M | 0.49% | +63+2.7% | Added |
| GM Advisory Group, Inc. | 2,369 | $1.46M | 0.06% | +166+7.5% | Added |
| Middleton & Co Inc | 2,353 | $1.45M | 0.17% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 2,351 | $1.45M | 1.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,331 | $1.44M | 0.00% | −4−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 2,318 | $1.43M | 0.10% | −43−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,316 | $1.43M | 0.01% | +869+60.1% | Added |
| WJ Financial Advisors LLC | 2,306 | $1.42M | 1.15% | +70+3.1% | Added |
| American Capital Advisory, LLC | 2,283 | $1.41M | 0.57% | +4+0.2% | Added |
| Allred Capital Management, LLC | 2,263 | $1.40M | 0.51% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2,256 | $1.39M | 0.58% | +113+5.3% | Added |
| Tompkins Financial Corp | 2,241 | $1.38M | 0.11% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,226 | $1.37M | 0.04% | +1,199+116.7% | Added |
| Plancorp, LLC | 2,129 | $1.37M | 0.04% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,210 | $1.36M | 1.22% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,208 | $1.36M | 0.03% | −310−12.3% | Reduced |
| Journey Advisory Group, LLC | 2,202 | $1.36M | 0.12% | −55−2.4% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.35M | 0.41% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,188 | $1.35M | 0.08% | −11,444−83.9% | Reduced |
| Moors & Cabot, Inc. | 2,181 | $1.35M | 0.06% | +639+41.4% | Added |
| GAMMA Investing LLC | 2,167 | $1.34M | 0.06% | −164−7.0% | Reduced |
| 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 |
| Sunflower Bank, N.A. | 2,148 | $1.32M | 0.34% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,984 | $1.32M | 0.53% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2,130 | $1.31M | 0.81% | −328−13.3% | Reduced |
| TCTC Holdings, LLC | 2,127 | $1.31M | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 2,123 | $1.31M | 0.12% | −226−9.6% | Reduced |
| Triumph Capital Management | 2,110 | $1.30M | 0.27% | −303−12.6% | Reduced |
| Rockland Trust Co | 2,109 | $1.30M | 0.05% | +278+15.2% | Added |
| Granite Bay Wealth Management, LLC | 2,108 | $1.30M | 0.28% | −8−0.4% | Reduced |
| Sentinel Trust Co Lba | 2,104 | $1.30M | 0.13% | −20−0.9% | Reduced |
| Emprise Bank | 2,096 | $1.29M | 0.52% | −25−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,095 | $1.29M | 0.04% | +345+19.7% | Added |
| Evanson Asset Management, LLC | 2,092 | $1.29M | 0.07% | +21+1.0% | Added |
| Bank of Hawaii | 2,087 | $1.29M | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,067 | $1.28M | 0.27% | +6+0.3% | Added |
| Eldridge Investment Advisors, Inc. | 2,069 | $1.28M | 0.28% | −51−2.4% | Reduced |
| Sunbeam Capital Management, LLC | 2,063 | $1.27M | 0.73% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,058 | $1.27M | 0.09% | −73−3.4% | Reduced |
| Oxford Financial Group Ltd | 2,055 | $1.27M | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,053 | $1.27M | 0.07% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,050 | $1.26M | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 2,048 | $1.26M | 0.02% | +120+6.2% | Added |
| Bill Few Associates, Inc. | 2,033 | $1.25M | 0.30% | −3−0.1% | Reduced |
| Gator Capital Management, LLC | 2,028 | $1.25M | 0.27% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,023 | $1.25M | 0.04% | −499−19.8% | Reduced |
| VestGen Advisors, LLC | 1,858 | $1.24M | 0.03% | +827+80.2% | Added |
| Choate Investment Advisors | 2,013 | $1.24M | 0.02% | −44−2.1% | Reduced |
| Gryphon Financial Partners LLC | 2,005 | $1.24M | 0.13% | −36−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1.24M | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,993 | $1.24M | 0.22% | +2+0.1% | Added |
| Capital Planning Advisors, LLC | 2,000 | $1.23M | 0.18% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,988 | $1.23M | 0.44% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,978 | $1.22M | 0.05% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,967 | $1.22M | 0.33% | +465+31.0% | Added |
| Clear Harbor Asset Management, LLC | 1,966 | $1.21M | 0.08% | −15−0.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,962 | $1.21M | 0.17% | −21−1.1% | Reduced |
| Centiva Capital, LP | 1,960 | $1.21M | 0.06% | +1,000+104.2% | Added |
| First City Capital Management, Inc. | 1,955 | $1.21M | 0.64% | +45+2.4% | Added |
| Frank, Rimerman Advisors LLC | 1,955 | $1.21M | 0.08% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,941 | $1.20M | 0.19% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,919 | $1.19M | 0.26% | +53+2.8% | Added |
| Runnymede Capital Advisors, Inc. | 1,927 | $1.19M | 1.02% | +1,927 | New |