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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 1,913 | $1.18M | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,910 | $1.18M | 0.03% | −25−1.3% | Reduced |
| National Asset Management, Inc. | 1,963 | $1.18M | 0.08% | +1+0.1% | Added |
| Lyell Wealth Management, LP | 1,903 | $1.17M | 0.09% | −10−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,903 | $1.17M | 0.22% | −43−2.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,897 | $1.17M | 0.45% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,892 | $1.17M | 0.03% | +278+17.2% | Added |
| Private Wealth Group, LLC | 1,887 | $1.16M | 0.54% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,883 | $1.16M | 0.70% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.16M | 0.02% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.16M | 0.40% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,872 | $1.16M | 0.06% | −50−2.6% | Reduced |
| Jennison Associates LLC | 1,874 | $1.16M | 0.00% | −1,654−46.9% | Reduced |
| Braun Stacey Associates Inc | 1,871 | $1.15M | 0.04% | +322+20.8% | Added |
| Founders Financial Securities LLC | 1,788 | $1.15M | 0.07% | −99−5.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.15M | 0.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,869 | $1.15M | 0.07% | −600−24.3% | Reduced |
| Boston Private Wealth LLC | 1,867 | $1.15M | 0.08% | −65−3.4% | Reduced |
| Saxon Interests, Inc. | 1,860 | $1.15M | 0.40% | −515−21.7% | Reduced |
| E&G Advisors, LP | 1,860 | $1.15M | 0.26% | +25+1.4% | Added |
| Level Four Advisory Services, LLC | 1,857 | $1.15M | 0.04% | +1,462+370.1% | Added |
| Long Road Investment Counsel, LLC | 1,850 | $1.14M | 0.45% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,850 | $1.14M | 0.15% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,843 | $1.14M | 0.06% | −191−9.4% | Reduced |
| Howe & Rusling Inc | 1,840 | $1.13M | 0.07% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 1,840 | $1.13M | 0.23% | −4−0.2% | Reduced |
| Glassman Wealth Services | 1,836 | $1.13M | 0.15% | +97+5.6% | Added |
| Dynamic Advisor Solutions LLC | 1,834 | $1.13M | 0.04% | +41+2.3% | Added |
| QRG Capital Management, Inc. | 1,821 | $1.12M | 0.01% | +187+11.4% | Added |
| Manchester Capital Management LLC | 1,799 | $1.11M | 0.16% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 1,797 | $1.11M | 0.30% | +743+70.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,796 | $1.11M | 0.24% | −32−1.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.10M | 0.18% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,784 | $1.10M | 0.14% | −2−0.1% | Reduced |
| Sunpointe, LLC | 1,780 | $1.10M | 0.36% | −25−1.4% | Reduced |
| Credit Agricole S A | 1,776 | $1.10M | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,769 | $1.09M | 0.27% | +254+16.8% | Added |
| Parsons Capital Management Inc | 1,768 | $1.09M | 0.05% | 00.0% | Unchanged |
| SFM, LLC | 1,764 | $1.09M | 0.66% | −1−0.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,758 | $1.08M | 0.05% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,753 | $1.08M | 0.02% | +1,753 | New |
| BigSur Wealth Management LLC | 1,740 | $1.08M | 0.30% | +300+20.8% | Added |
| Integrated Wealth Concepts LLC | 1,741 | $1.07M | 0.01% | +780+81.2% | Added |
| Lynch & Associates | 1,740 | $1.07M | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,740 | $1.07M | 0.29% | +269+18.3% | Added |
| Park National Corp | 1,738 | $1.07M | 0.03% | +288+19.9% | Added |
| Moment Partners, LLC | 1,728 | $1.07M | 0.19% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,727 | $1.06M | 0.06% | +90+5.5% | Added |
| Paragon Capital Management Ltd | 1,700 | $1.05M | 0.22% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,697 | $1.05M | 0.02% | +1,697 | New |
| Steel Peak Wealth Management LLC | 1,687 | $1.04M | 0.03% | 00.0% | Unchanged |
| Cannon Capital Management, Inc. | 1,691 | $1.04M | 0.85% | −430−20.3% | Reduced |
| Aegis Wealth Management, Inc. | 1,687 | $1.04M | 0.82% | +71+4.4% | Added |
| Darrow Company, Inc. | 1,683 | $1.04M | 0.47% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.03M | 0.65% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,671 | $1.03M | 0.03% | −134−7.4% | Reduced |
| Legacy Private Trust Co. | 1,665 | $1.03M | 0.06% | 00.0% | Unchanged |
| Jordan Park Group LLC | 1,664 | $1.03M | 0.05% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 1,657 | $1.02M | 0.14% | +1,657 | New |
| Fiduciary Alliance LLC | 1,561 | $1.02M | 0.06% | +163+11.7% | Added |
| Old North State Trust, LLC | 1,648 | $1.02M | 0.60% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,646 | $1.02M | 0.28% | −164−9.1% | Reduced |
| Berger Financial Group, Inc | 1,630 | $1.01M | 0.06% | −10−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,627 | $1.00M | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,626 | $1.00M | 0.02% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,621 | $999.6K | 0.62% | +40+2.5% | Added |
| Atomi Financial Group, Inc. | 1,620 | $998.9K | 0.03% | +67+4.3% | Added |
| Fortress Private Ledger, LLC | 1,613 | $994.9K | 0.31% | +554+52.3% | Added |
| Sovereign Financial Group, Inc. | 1,607 | $991.4K | 0.17% | −5−0.3% | Reduced |
| Sig Brokerage, LP | 1,600 | $986.8K | 0.28% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,600 | $986.8K | 0.18% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 1,592 | $981.9K | 0.25% | +1,592 | New |
| Beacon Financial Advisory LLC | 1,589 | $980.0K | 0.22% | +3+0.2% | Added |
| OneAscent Financial Services LLC | 1,572 | $969.2K | 0.05% | +873+124.9% | Added |
| Aptus Capital Advisors, LLC | 1,571 | $968.9K | 0.01% | −16−1.0% | Reduced |
| Harvest Investment Services, LLC | 1,559 | $962.1K | 0.18% | −1,336−46.1% | Reduced |
| Bridgewater Advisors Inc. | 1,435 | $957.7K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,552 | $957.3K | 0.05% | +164+11.8% | Added |
| StoneX Group Inc. | 1,549 | $956.4K | 0.05% | +669+76.0% | Added |
| Foundations Investment Advisors, LLC | 1,536 | $947.6K | 0.01% | −229−13.0% | Reduced |
| Clarendon Private LLC | 1,528 | $942.2K | 0.72% | +6+0.4% | Added |
| Panoramic Capital Partners, LLC | 1,526 | $941.0K | 0.58% | +97+6.8% | Added |
| Gen-Wealth Partners Inc | 1,507 | $929.5K | 0.29% | −6−0.4% | Reduced |
| Warner Financial, Inc | 1,505 | $928.0K | 0.32% | +1+0.1% | Added |
| Wood Tarver Financial Group, LLC | 1,504 | $927.0K | 0.26% | −12−0.8% | Reduced |
| Retirement Capital Strategies | 1,502 | $926.4K | 0.35% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 1,500 | $925.1K | 0.71% | −500−25.0% | Reduced |
| Vista Investment Management | 1,494 | $921.4K | 0.31% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 1,491 | $919.7K | 0.66% | −1,716−53.5% | Reduced |
| Pure Financial Advisors, Inc. | 1,491 | $919.7K | 0.01% | −21−1.4% | Reduced |
| 3EDGE Asset Management, LP | 1,487 | $917.3K | 0.04% | +153+11.5% | Added |
| General Partner, Inc. | 1,484 | $915.3K | 0.56% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,484 | $915.0K | 0.06% | +2+0.1% | Added |
| First American Trust, FSB | 1,476 | $910.3K | 0.06% | +281+23.5% | Added |
| Koss-Olinger Consulting, LLC | 1,472 | $907.9K | 0.08% | −326−18.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,469 | $906.0K | 0.69% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,468 | $905.1K | 0.22% | +11+0.8% | Added |
| Samalin Investment Counsel, LLC | 1,466 | $904.4K | 0.32% | +64+4.6% | Added |
| Rialto Wealth Management, LLC | 1,463 | $902.3K | 0.20% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,457 | $900.8K | 0.10% | 00.0% | Unchanged |