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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 2,445 | $1.72M | 0.05% | −115−4.5% | Reduced |
| First Financial Corp | 2,453 | $1.73M | 0.60% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,453 | $1.73M | 0.27% | +894+57.3% | Added |
| BKD Wealth Advisors, LLC | 2,460 | $1.73M | 0.03% | −15−0.6% | Reduced |
| Trust Co of Vermont | 2,466 | $1.73M | 0.06% | +2,466 | New |
| Disciplined Investments, LLC | 2,468 | $1.74M | 0.56% | +4+0.2% | Added |
| Semitam Bonam LLC | 2,484 | $1.75M | 1.28% | −39−1.5% | Reduced |
| Ullmann Financial Group, Inc. | 2,489 | $1.75M | 0.16% | 00.0% | Unchanged |
| MidFirst Bank | 2,494 | $1.75M | 0.12% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,497 | $1.76M | 0.08% | +29+1.2% | Added |
| Peterson Wealth Management | 2,499 | $1.76M | 0.82% | −19−0.8% | Reduced |
| XML Financial, LLC | 2,504 | $1.76M | 0.13% | −52−2.0% | Reduced |
| Financial Network Wealth Management LLC | 2,500 | $1.76M | 0.50% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,507 | $1.76M | 0.02% | +1,414+129.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,516 | $1.77M | 0.38% | −361−12.5% | Reduced |
| Tower Bridge Advisors | 2,516 | $1.77M | 0.16% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,525 | $1.78M | 0.07% | −15−0.6% | Reduced |
| Deutsche Bank AG | 2,565 | $1.80M | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,571 | $1.81M | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,575 | $1.81M | 0.14% | −300−10.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,595 | $1.83M | 0.03% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,606 | $1.83M | 0.11% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,613 | $1.84M | 0.26% | −81−3.0% | Reduced |
| ARK & TLK Investments, LLC | 2,617 | $1.84M | 0.45% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 2,608 | $1.84M | 0.42% | −102−3.8% | Reduced |
| Meridian Financial, LLC | 2,622 | $1.84M | 0.89% | −25−0.9% | Reduced |
| Aprio Wealth Management, LLC | 2,635 | $1.85M | 0.09% | +908+52.6% | Added |
| Northwest Bancshares, Inc. | 2,635 | $1.85M | 0.33% | −235−8.2% | Reduced |
| GW&K Investment Management, LLC | 2,658 | $1.87M | 0.01% | −10.0% | Reduced |
| Neuberger Berman Group LLC | 2,664 | $1.87M | 0.00% | +151+6.0% | Added |
| Essex Financial Services, Inc. | 2,684 | $1.89M | 0.09% | −2−0.1% | Reduced |
| TruNorth Capital Management, LLC | 2,698 | $1.90M | 0.30% | +1,433+113.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.90M | 0.19% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.90M | 0.10% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,730 | $1.92M | 0.44% | 00.0% | Unchanged |
| Harbor Advisory Corp | 2,743 | $1.93M | 0.52% | 00.0% | Unchanged |
| TSFG, LLC | 2,760 | $1.94M | 0.24% | −13−0.5% | Reduced |
| Gould Asset Management LLC | 2,766 | $1.95M | 0.31% | −15−0.5% | Reduced |
| Fiducient Advisors LLC | 2,767 | $1.95M | 0.28% | −24−0.9% | Reduced |
| Coyle Financial Counsel LLC | 2,773 | $1.95M | 0.36% | +26+0.9% | Added |
| Hardy Reed LLC | 2,775 | $1.95M | 0.13% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,786 | $1.96M | 1.19% | −59−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,808 | $1.98M | 0.08% | −34−1.2% | Reduced |
| CSS LLC | 2,810 | $1.98M | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,810 | $1.98M | 0.09% | −26−0.9% | Reduced |
| Nuveen, LLC | 2,844 | $2.00M | 0.00% | +2,844 | New |
| Stratos Wealth Advisors, LLC | 2,864 | $2.01M | 0.11% | −313−9.9% | Reduced |
| Carolina Wealth Management Inc | 2,888 | $2.03M | 0.93% | +2,888 | New |
| Axxcess Wealth Management, LLC | 2,901 | $2.04M | 0.03% | +2,901 | New |
| Summit Trail Advisors, LLC | 2,901 | $2.04M | 0.03% | +10.0% | Added |
| Tiemann Investment Advisors, LLC | 2,902 | $2.04M | 0.74% | −4−0.1% | Reduced |
| GenTrust, LLC | 2,914 | $2.05M | 0.08% | 00.0% | Unchanged |
| Bitterroot Capital Advisors LLC | 2,929 | $2.06M | 1.24% | 00.0% | Unchanged |
| Regions Financial Corp | 2,939 | $2.07M | 0.01% | −21−0.7% | Reduced |
| Jones Kertz & Associates, Inc. | 2,953 | $2.08M | 0.96% | −117−3.8% | Reduced |
| IMC-Chicago, LLC | 2,972 | $2.09M | 0.02% | −21,362−87.8% | Reduced |
| Quantbot Technologies LP | 3,000 | $2.11M | 0.08% | +86+3.0% | Added |
| Caliber Wealth Management, LLC | 3,006 | $2.11M | 0.20% | −151−4.8% | Reduced |
| Kelman-Lazarov, Inc. | 3,014 | $2.12M | 0.28% | −25−0.8% | Reduced |
| Valmark Advisers, Inc. | 3,038 | $2.14M | 0.02% | −54−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 3,042 | $2.14M | 0.12% | −128−4.0% | Reduced |
| Aspiriant, LLC | 3,063 | $2.15M | 0.05% | 00.0% | Unchanged |
| Junk Investment Group, LLC | 3,077 | $2.16M | 0.96% | +6+0.2% | Added |
| Finivi Inc. | 3,080 | $2.17M | 1.11% | +11+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 3,107 | $2.19M | 0.11% | −4−0.1% | Reduced |
| Gridiron Partners, LLC | 3,123 | $2.20M | 1.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,130 | $2.20M | 0.04% | +102+3.4% | Added |
| City National Bank of Florida | 3,142 | $2.21M | 0.93% | +2,023+180.8% | Added |
| Venturi Wealth Management, LLC | 3,150 | $2.22M | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,185 | $2.24M | 0.42% | −3−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 3,231 | $2.27M | 0.07% | −137−4.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,232 | $2.27M | 0.55% | −137−4.1% | Reduced |
| AlTi Global, Inc. | 3,247 | $2.29M | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,262 | $2.29M | 0.18% | +810+33.0% | Added |
| Kingsview Wealth Management, LLC | 3,283 | $2.31M | 0.03% | −796−19.5% | Reduced |
| Embree Financial Group | 3,293 | $2.32M | 0.23% | +29+0.9% | Added |
| CWS Financial Advisors, LLC | 3,332 | $2.34M | 0.52% | +7+0.2% | Added |
| Glaxis Capital Management, LLC | 3,340 | $2.35M | 4.72% | +3,000+882.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $2.36M | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,397 | $2.39M | 0.27% | −5−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,427 | $2.41M | 0.05% | +1,800+110.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,427 | $2.41M | 0.09% | −356−9.4% | Reduced |
| Action Point Financial Planning, LLC | 3,437 | $2.42M | 0.25% | +3,437 | New |
| Vestmark Advisory Solutions, Inc. | 3,455 | $2.43M | 0.02% | +608+21.4% | Added |
| Gryphon Financial Partners LLC | 3,470 | $2.44M | 0.22% | +1,465+73.1% | Added |
| Finley Financial, LLC | 3,475 | $2.44M | 0.98% | −150−4.1% | Reduced |
| Sentinus, LLC | 3,478 | $2.45M | 0.20% | +50+1.5% | Added |
| Global Retirement Partners, LLC | 3,483 | $2.45M | 0.04% | +3,483 | New |
| Wealthcare Advisory Partners LLC | 3,513 | $2.47M | 0.05% | −227−6.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,514 | $2.47M | 0.06% | −107−3.0% | Reduced |
| Red Door Wealth Management, LLC | 3,522 | $2.48M | 0.23% | +4+0.1% | Added |
| Marin Bay Wealth Advisors, LLC | 3,524 | $2.48M | 1.33% | −22−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 3,542 | $2.49M | 0.09% | −443−11.1% | Reduced |
| Squarepoint Ops LLC | 3,548 | $2.50M | 0.00% | +3,548 | New |
| Topsail Wealth Management, LLC | 3,551 | $2.50M | 0.32% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,553 | $2.50M | 1.14% | +811+29.6% | Added |
| Scotia Capital Inc. | 3,552 | $2.50M | 0.01% | −163−4.4% | Reduced |
| Acorn Wealth Advisors, LLC | 3,555 | $2.50M | 0.61% | +384+12.1% | Added |
| Becker Capital Management Inc | 3,568 | $2.52M | 0.07% | −317−8.2% | Reduced |
| Trust Point Inc. | 3,583 | $2.52M | 0.21% | −10.0% | Reduced |