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, Q2 2026
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 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
- 1,542
- +109 vs. Q1 2026
- Shares held
- 24.7M
- −60.9K (−0.2%) vs. Q1 2026
- Total value
- $17.3B
- +$2.08B (+13.6%) vs. Q1 2026
- New holders
- 156
- 346 more added
- Sold out
- 47
- 537 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 613 | $431.1K | 0.15% | −37−5.7% | Reduced |
| Howard Capital Management Group, LLC | 615 | $432.6K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 618 | $434.6K | 0.01% | −397−39.1% | Reduced |
| Sym Financial Corp | 618 | $434.7K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 618 | $434.7K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 621 | $436.8K | 0.21% | 00.0% | Unchanged |
| Cortland Associates Inc | 621 | $437.0K | 0.06% | +5+0.8% | Added |
| Cypress Wealth Services, LLC | 626 | $440.3K | 0.05% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 627 | $441.0K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 631 | $444.9K | 0.04% | −13−2.0% | Reduced |
| Amplius Wealth Advisors, LLC | 633 | $445.2K | 0.03% | +633 | New |
| Assetmark, Inc | 634 | $445.9K | 0.00% | +137+27.6% | Added |
| Gillespie Robinson & Grimm Inc | 636 | $447.3K | 0.03% | +61+10.6% | Added |
| Larson Financial Group LLC | 637 | $447.9K | 0.01% | −13−2.0% | Reduced |
| Colter Lewis Investment Partners LLC | 640 | $451.2K | 0.20% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 642 | $451.5K | 0.21% | −25−3.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 644 | $453.0K | 0.39% | −572−47.0% | Reduced |
| Spears Abacus Advisors LLC | 650 | $457.2K | 0.01% | −5−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 650 | $457.2K | 0.06% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $460.0K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 662 | $465.6K | 0.03% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 666 | $468.4K | 0.26% | −3−0.4% | Reduced |
| Wealth Architects, LLC | 666 | $468.4K | 0.04% | 00.0% | Unchanged |
| McMillan Office, Inc. | 670 | $471.2K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 674 | $473.7K | 0.04% | −798−54.2% | Reduced |
| Commonwealth Financial Services, LLC | 674 | $474.1K | 0.06% | −10−1.5% | Reduced |
| Selby Wealth Management, LLC | 674 | $474.2K | 0.17% | −23−3.3% | Reduced |
| Carret Asset Management, LLC | 675 | $474.8K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 681 | $478.6K | 0.06% | −5−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 681 | $479.0K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 683 | $480.1K | 0.17% | −5−0.7% | Reduced |
| Capital Advisors Inc | 683 | $480.4K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 686 | $482.5K | 0.06% | −36−5.0% | Reduced |
| CM Wealth Advisors LLC | 685 | $483.0K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 687 | $483.2K | 0.05% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 687 | $483.2K | 0.14% | +78+12.8% | Added |
| Heartwood Wealth Advisors LLC | 688 | $483.9K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 689 | $484.6K | 0.17% | −26,271−97.4% | Reduced |
| Steinberganna Wealth Management | 690 | $485.1K | 0.20% | +2+0.3% | Added |
| Arwa LLC | 702 | $486.4K | 0.20% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 692 | $486.5K | 0.24% | −197−22.2% | Reduced |
| Keudell/Morrison Wealth Management | 692 | $486.7K | 0.09% | +10+1.5% | Added |
| Brand Asset Management Group, Inc. | 693 | $487.4K | 0.11% | −8−1.1% | Reduced |
| WealthPLAN Partners, LLC | 698 | $490.9K | 0.09% | +15+2.2% | Added |
| Catalyst Financial Partners LLC | 699 | $491.6K | 0.05% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 699 | $491.6K | 0.14% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $494.4K | 0.30% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $495.2K | 0.10% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 704 | $495.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 705 | $495.6K | 0.01% | −85−10.8% | Reduced |
| Napier Financial, LLC | 705 | $495.9K | 0.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 706 | $496.6K | 0.02% | −28−3.8% | Reduced |
| Coquina Private Wealth LLC | 706 | $496.6K | 0.34% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 707 | $497.3K | 0.15% | 00.0% | Unchanged |
| Lawood & Co | 710 | $499.4K | 0.34% | 00.0% | Unchanged |
| Ellerson Group Inc | 711 | $500.1K | 0.30% | −4−0.6% | Reduced |
| Field & Main Bank | 714 | $502.2K | 0.10% | 00.0% | Unchanged |
| marrick wealth, LLC | 715 | $502.9K | 0.36% | +227+46.5% | Added |
| Capital Advisors, Ltd. LLC | 717 | $505.0K | 0.05% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 720 | $506.4K | 0.20% | −10−1.4% | Reduced |
| Harbour Investment Management LLC | 719 | $507.1K | 0.26% | −100−12.2% | Reduced |
| Wagner Wealth Management, LLC | 722 | $507.8K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 725 | $509.9K | 0.05% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 725 | $510.0K | 0.28% | +725 | New |
| Fisher Asset Management, LLC | 726 | $511.2K | 0.00% | +726 | New |
| Pioneer Trust Bank N A | 728 | $512.0K | 0.12% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 730 | $513.4K | 0.21% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 733 | $515.5K | 0.03% | −192−20.8% | Reduced |
| Isthmus Partners, LLC | 733 | $515.5K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 736 | $517.4K | 0.02% | +14+1.9% | Added |
| Macquarie Group Ltd | 736 | $517.7K | 0.00% | +736 | New |
| Strategic Wealth Partners, Ltd. | 741 | $521.0K | 0.03% | +70+10.4% | Added |
| Measured Risk Portfolios, Inc. | 741 | $521.2K | 0.46% | −5−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 741 | $522.4K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 751 | $528.3K | 0.01% | −6−0.8% | Reduced |
| LS Investment Advisors, LLC | 753 | $529.6K | 0.07% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 754 | $530.2K | 0.17% | +2+0.3% | Added |
| Maxele Advisors, LLC | 758 | $533.1K | 0.37% | +758 | New |
| NewEdge Wealth, LLC | 759 | $533.9K | 0.01% | +2+0.3% | Added |
| Cardiff Park Advisors, LLC | 759 | $534.2K | 0.04% | 00.0% | Unchanged |
| Harbor Group, Inc. | 761 | $534.9K | 0.06% | +1+0.1% | Added |
| UBS Asset Management Americas Inc | 761 | $535.2K | 0.00% | −222−22.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 764 | $537.4K | 0.18% | +76+11.0% | Added |
| Ritholtz Wealth Management | 772 | $543.0K | 0.01% | −7−0.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 773 | $543.7K | 0.01% | −25−3.1% | Reduced |
| Deltec Asset Management LLC | 780 | $548.6K | 0.08% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $548.6K | 0.24% | 00.0% | Unchanged |
| Apollon Financial, LLC | 781 | $549.6K | 0.06% | −42−5.1% | Reduced |
| Objectivity Squared, LLC | 785 | $552.0K | 0.31% | +2+0.3% | Added |
| Canal Capital Management, LLC | 787 | $553.5K | 0.07% | +2+0.3% | Added |
| CoreCap Advisors, LLC | 788 | $554.2K | 0.02% | −31−3.8% | Reduced |
| One Charles Private Wealth Services, LLC | 788 | $554.4K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 790 | $555.6K | 0.04% | −4−0.5% | Reduced |
| Orleans Capital Management Corp | 791 | $556.3K | 0.29% | 00.0% | Unchanged |
| First National Trust Co | 792 | $557.0K | 0.02% | −218−21.6% | Reduced |
| Verdence Capital Advisors LLC | 793 | $557.7K | 0.03% | +1+0.1% | Added |
| Rehmann Capital Advisory Group | 793 | $558.4K | 0.03% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 796 | $559.9K | 0.27% | −796−50.0% | Reduced |
| Invenomic Capital Management LP | 797 | $560.6K | 0.03% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 798 | $561.3K | 0.11% | 00.0% | Unchanged |