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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1,850 | $1.30M | 1.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 1,853 | $1.30M | 0.32% | +56+3.1% | Added |
| Level Four Advisory Services, LLC | 1,856 | $1.31M | 0.04% | −1−0.1% | Reduced |
| Lyell Wealth Management, LP | 1,858 | $1.31M | 0.08% | −45−2.4% | Reduced |
| E&G Advisors, LP | 1,860 | $1.31M | 0.25% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,869 | $1.31M | 0.07% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.32M | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,870 | $1.32M | 0.08% | +30+1.6% | Added |
| Forza Wealth Management, LLC | 1,876 | $1.32M | 0.40% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.32M | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,883 | $1.32M | 0.73% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 1,887 | $1.33M | 0.51% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,887 | $1.33M | 0.02% | −6,029−76.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,897 | $1.33M | 0.45% | 00.0% | Unchanged |
| Triumph Capital Management | 1,907 | $1.34M | 0.24% | −203−9.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,910 | $1.34M | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,913 | $1.35M | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,918 | $1.35M | 0.16% | −44−2.2% | Reduced |
| Frank, Rimerman Advisors LLC | 1,934 | $1.36M | 0.08% | −21−1.1% | Reduced |
| Lavaca Capital LLC | 1,941 | $1.37M | 0.14% | −1,559−44.5% | Reduced |
| Burling Wealth Partners, LLC | 1,941 | $1.37M | 0.20% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,936 | $1.37M | 0.03% | −1,883−49.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,945 | $1.37M | 0.06% | +73+3.9% | Added |
| National Asset Management, Inc. | 1,966 | $1.37M | 0.07% | +3+0.2% | Added |
| Wealth Watch Advisors, INC | 1,957 | $1.38M | 0.45% | −299−13.3% | Reduced |
| First City Capital Management, Inc. | 1,957 | $1.38M | 0.67% | +2+0.1% | Added |
| Centiva Capital, LP | 1,960 | $1.38M | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,966 | $1.38M | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,970 | $1.39M | 0.01% | +149+8.2% | Added |
| CCG Wealth Management, LLC | 1,967 | $1.39M | 0.32% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,977 | $1.39M | 0.84% | −153−7.2% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.39M | 0.40% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,983 | $1.39M | 0.04% | −40−2.0% | Reduced |
| FF Advisors,LLC | 1,984 | $1.40M | 0.52% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,984 | $1.40M | 0.02% | −29−1.4% | Reduced |
| NCM Capital Management, LLC | 1,988 | $1.40M | 0.43% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,994 | $1.40M | 0.22% | +1+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 2,000 | $1.41M | 0.02% | +600+42.9% | Added |
| Eldridge Investment Advisors, Inc. | 2,005 | $1.41M | 0.28% | −64−3.1% | Reduced |
| Rise Advisors, LLC | 2,011 | $1.41M | 0.40% | +718+55.5% | Added |
| 3EDGE Asset Management, LP | 2,018 | $1.42M | 0.06% | +531+35.7% | Added |
| Bill Few Associates, Inc. | 2,025 | $1.42M | 0.30% | −8−0.4% | Reduced |
| Jefferies Financial Group Inc. | 2,033 | $1.43M | 0.01% | +2,033 | New |
| Fiduciary Alliance LLC | 2,036 | $1.43M | 0.10% | +475+30.4% | Added |
| Plancorp, LLC | 2,092 | $1.44M | 0.04% | −37−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 2,043 | $1.44M | 0.07% | −10−0.5% | Reduced |
| Granite Bay Wealth Management, LLC | 2,049 | $1.44M | 0.13% | −59−2.8% | Reduced |
| Orgel Wealth Management, LLC | 2,050 | $1.44M | 0.03% | +158+8.4% | Added |
| Thrivent Financial for Lutherans | 2,051 | $1.44M | 0.00% | −280−12.0% | Reduced |
| Oxford Financial Group Ltd | 2,055 | $1.45M | 0.07% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,076 | $1.45M | 0.28% | +157+8.2% | Added |
| Wealth Alliance | 2,060 | $1.45M | 0.12% | +1,395+209.8% | Added |
| Sunbeam Capital Management, LLC | 2,063 | $1.45M | 0.66% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,065 | $1.45M | 0.28% | +2,051+14,650.0% | Added |
| Frisch Financial Group, Inc. | 2,066 | $1.46M | 0.25% | −10.0% | Reduced |
| Peterson Wealth Services | 2,081 | $1.46M | 0.32% | +312+17.6% | Added |
| Emprise Bank | 2,096 | $1.47M | 0.54% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,100 | $1.48M | 0.13% | −298−12.4% | Reduced |
| Sentinel Trust Co Lba | 2,104 | $1.48M | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 2,109 | $1.48M | 0.06% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,113 | $1.49M | 1.19% | −97−4.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,125 | $1.49M | 0.07% | +121+6.0% | Added |
| TCTC Holdings, LLC | 2,127 | $1.50M | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,128 | $1.50M | 0.10% | +70+3.4% | Added |
| Cozad Asset Management Inc | 2,148 | $1.51M | 0.10% | −255−10.6% | Reduced |
| Sunflower Bank, N.A. | 2,148 | $1.51M | 0.36% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,151 | $1.51M | 0.06% | −16−0.7% | Reduced |
| Stephens Inc | 2,152 | $1.51M | 0.02% | +104+5.1% | Added |
| Signal Tree Financial Partners LLC | 2,155 | $1.52M | 1.00% | −2−0.1% | Reduced |
| Element Wealth, LLC | 2,157 | $1.52M | 0.57% | −238−9.9% | Reduced |
| Compass Wealth Management LLC | 2,163 | $1.52M | 0.29% | +2,163 | New |
| Tiaa Trust, National Association | 2,170 | $1.53M | 0.09% | −18−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,181 | $1.53M | 0.10% | −137−5.9% | Reduced |
| Bank of Hawaii | 2,187 | $1.54M | 0.08% | +100+4.8% | Added |
| Cary Street Partners Financial LLC | 2,188 | $1.54M | 0.03% | −20−0.9% | Reduced |
| Savvy Advisors, Inc. | 2,197 | $1.55M | 0.03% | −29−1.3% | Reduced |
| Moors & Cabot, Inc. | 2,205 | $1.55M | 0.06% | +24+1.1% | Added |
| Millstone Evans Group, LLC | 2,218 | $1.56M | 0.84% | −494−18.2% | Reduced |
| Evanson Financial, LLC | 2,237 | $1.57M | 0.08% | +2,237 | New |
| Bedminster, LLC | 2,238 | $1.57M | 1.34% | −219−8.9% | Reduced |
| Tompkins Financial Corp | 2,239 | $1.57M | 0.11% | −2−0.1% | Reduced |
| Millennium Management LLC | 2,251 | $1.58M | 0.00% | −41,989−94.9% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.59M | 0.52% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,275 | $1.60M | 0.58% | −8−0.4% | Reduced |
| CX Institutional | 2,285 | $1.61M | 0.05% | +1,143+100.1% | Added |
| Insigneo Advisory Services, LLC | 2,293 | $1.61M | 0.06% | −187−7.5% | Reduced |
| Montecito Bank & Trust | 2,304 | $1.62M | 0.24% | +147+6.8% | Added |
| WJ Financial Advisors LLC | 2,306 | $1.62M | 1.19% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,328 | $1.64M | 0.13% | +126+5.7% | Added |
| Saxon Interests, Inc. | 2,329 | $1.64M | 0.45% | +469+25.2% | Added |
| Alpha Wealth Funds, LLC | 2,334 | $1.64M | 1.02% | −536−18.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,345 | $1.65M | 0.07% | +793+51.1% | Added |
| Virtue Asset Management LLC | 2,347 | $1.65M | 1.16% | −4−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,356 | $1.66M | 0.14% | +2,356 | New |
| Capital Investment Counsel, LLC | 2,359 | $1.66M | 0.21% | −20−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,375 | $1.67M | 0.01% | −546−18.7% | Reduced |
| Zions Bancorporation, National Association | 2,420 | $1.70M | 0.10% | −54−2.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.71M | 0.19% | 00.0% | Unchanged |
| Berman McAleer LLC | 2,435 | $1.71M | 0.20% | −450−15.6% | Reduced |
| Wedbush Securities Inc | 2,445 | $1.72M | 0.04% | +6+0.2% | Added |