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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 3,589 | $2.52M | 0.03% | −1,589−30.7% | Reduced |
| McLaughlin Asset Management, Inc. | 3,610 | $2.54M | 1.75% | +92+2.6% | Added |
| Farther Finance Advisors, LLC | 3,621 | $2.55M | 0.02% | −431−10.6% | Reduced |
| Cercano Management LLC | 3,636 | $2.56M | 0.34% | +3,636 | New |
| Investment Advisory Group, LLC | 3,637 | $2.56M | 0.55% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 3,643 | $2.56M | 2.51% | −184−4.8% | Reduced |
| Revolve Wealth Partners, LLC | 3,649 | $2.57M | 0.27% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 3,667 | $2.58M | 0.50% | −10−0.3% | Reduced |
| Lewis Asset Management, LLC | 3,674 | $2.58M | 0.91% | 00.0% | Unchanged |
| Weil Company, Inc. | 3,685 | $2.59M | 0.46% | −227−5.8% | Reduced |
| Intelligent Financial Strategies | 3,678 | $2.59M | 1.25% | −65−1.7% | Reduced |
| PKS Advisory Services, LLC | 3,687 | $2.59M | 0.41% | −108−2.8% | Reduced |
| Expressive Wealth LLC | 3,693 | $2.60M | 2.45% | −138−3.6% | Reduced |
| Pincus Capital Management, LP | 3,695 | $2.60M | 1.55% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,696 | $2.60M | 1.50% | −22−0.6% | Reduced |
| Davidson Trust Co | 3,738 | $2.63M | 1.03% | −30−0.8% | Reduced |
| Clientfirst Wealth Management, LLC | 3,741 | $2.63M | 2.16% | 00.0% | Unchanged |
| Financial Life Planners | 3,755 | $2.64M | 1.70% | −53−1.4% | Reduced |
| RVW Wealth, LLC | 3,770 | $2.65M | 0.17% | +141+3.9% | Added |
| Walleye Trading LLC | 3,777 | $2.66M | 0.04% | +3,777 | New |
| St. Johns Investment Management Company, LLC | 3,819 | $2.69M | 1.02% | −47−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,820 | $2.69M | 0.05% | +591+18.3% | Added |
| Integrated Wealth Concepts LLC | 3,832 | $2.70M | 0.02% | +2,091+120.1% | Added |
| Victory Financial Group, LLC | 3,864 | $2.72M | 0.29% | −372−8.8% | Reduced |
| Integrity Alliance, LLC. | 3,872 | $2.72M | 0.09% | +3,301+578.1% | Added |
| International Assets Investment Management, LLC | 3,908 | $2.72M | 0.16% | +16+0.4% | Added |
| ARS Investment Partners, LLC | 3,875 | $2.73M | 0.12% | +141+3.8% | Added |
| LM Advisors LLC | 3,872 | $2.73M | 0.31% | +1,465+60.9% | Added |
| Baron Financial Group, LLC | 3,880 | $2.73M | 1.30% | −7−0.2% | Reduced |
| Park Capital Management, LLC | 3,892 | $2.74M | 1.61% | −3−0.1% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.74M | 0.47% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 3,918 | $2.76M | 0.58% | −74−1.9% | Reduced |
| Banque Transatlantique SA | 3,963 | $2.79M | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 3,977 | $2.80M | 0.12% | +1,507+61.0% | Added |
| Sage Financial Management Group, Inc. | 3,981 | $2.80M | 0.77% | −122−3.0% | Reduced |
| Brinker Capital Investments, LLC | 3,996 | $2.81M | 0.02% | −728−15.4% | Reduced |
| Courier Capital LLC | 4,013 | $2.82M | 0.14% | +14+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 4,026 | $2.83M | 0.47% | −50−1.2% | Reduced |
| Green Square Capital Advisors LLC | 4,038 | $2.84M | 0.27% | +43+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,100 | $2.87M | 0.02% | +4,100 | New |
| NorthRock Partners, LLC | 4,090 | $2.88M | 0.04% | +31+0.8% | Added |
| Empowered Funds, LLC | 4,095 | $2.88M | 0.02% | +3,413+500.4% | Added |
| Cambria Investment Management, L.P. | 4,095 | $2.88M | 0.14% | +4,095 | New |
| Providence First Trust Co | 4,114 | $2.89M | 0.81% | −122−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,143 | $2.91M | 0.03% | +50+1.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.92M | 0.83% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4,183 | $2.94M | 0.29% | +3,317+383.0% | Added |
| Salem Investment Counselors Inc | 4,195 | $2.96M | 0.07% | −20.0% | Reduced |
| Providence Financial Advisors, LLC | 4,218 | $2.97M | 1.69% | −533−11.2% | Reduced |
| Adviser Investments LLC | 4,256 | $2.99M | 0.03% | +401+10.4% | Added |
| IFG Advisory, LLC | 4,265 | $3.00M | 0.11% | +4,262+142,066.7% | Added |
| Naples Global Advisors, LLC | 4,312 | $3.04M | 0.19% | −15−0.3% | Reduced |
| DV Trading LLC | 4,353 | $3.06M | 0.25% | +2,230+105.0% | Added |
| Diversified Trust Co | 4,358 | $3.07M | 0.05% | −45−1.0% | Reduced |
| Veracity Capital LLC | 4,359 | $3.07M | 0.83% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,364 | $3.07M | 0.03% | −10−0.2% | Reduced |
| Ghe, LLC | 30,067 | $3.07M | 1.16% | +29,118+3,068.3% | Added |
| D. E. Shaw & Co., Inc. | 4,370 | $3.07M | 0.00% | +4,370 | New |
| Arkadios Wealth Advisors | 4,371 | $3.07M | 0.05% | −771−15.0% | Reduced |
| Gilman Hill Asset Management, LLC | 4,408 | $3.10M | 0.42% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,421 | $3.11M | 0.19% | +813+22.5% | Added |
| WealthBridge Capital Management, LLC | 4,438 | $3.12M | 0.62% | +17+0.4% | Added |
| Element Pointe Advisors, LLC | 4,500 | $3.17M | 0.51% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,509 | $3.17M | 0.46% | +290+6.9% | Added |
| Hudson Valley Investment Advisors Inc | 4,519 | $3.18M | 0.39% | −13−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,520 | $3.18M | 0.03% | +47+1.1% | Added |
| Shoker Investment Counsel, Inc. | 4,552 | $3.20M | 0.80% | +5+0.1% | Added |
| New England Private Wealth Advisors LLC | 4,677 | $3.23M | 0.31% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,590 | $3.24M | 0.22% | +133+3.0% | Added |
| Blueline Advisors LLC | 4,617 | $3.25M | 2.25% | +375+8.8% | Added |
| West Paces Advisors Inc. | 4,671 | $3.29M | 0.55% | +109+2.4% | Added |
| Meridian Wealth Management, LLC | 4,687 | $3.30M | 0.10% | −192−3.9% | Reduced |
| Stephenson National Bank & Trust | 4,733 | $3.33M | 0.84% | −67−1.4% | Reduced |
| Paladin Advisory Group, LLC | 4,733 | $3.33M | 2.21% | −10.0% | Reduced |
| Asset Management Group, Inc. | 4,751 | $3.34M | 0.49% | −49−1.0% | Reduced |
| Gsa Capital Partners LLP | 4,759 | $3.35M | 0.21% | +1,590+50.2% | Added |
| Whalerock Point Partners, LLC | 4,763 | $3.35M | 0.57% | −882−15.6% | Reduced |
| Snowden Capital Advisors LLC | 4,761 | $3.36M | 0.08% | +41+0.9% | Added |
| Independence Bank of Kentucky | 4,809 | $3.38M | 0.38% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,843 | $3.41M | 0.08% | −21−0.4% | Reduced |
| Johnson Financial Group, Inc. | 4,914 | $3.46M | 0.11% | −20.0% | Reduced |
| Northstar Asset Management LLC | 5,030 | $3.47M | 0.65% | +275+5.8% | Added |
| Great Valley Advisor Group, Inc. | 4,960 | $3.49M | 0.06% | −1,373−21.7% | Reduced |
| Pegasus Asset Management, Inc. | 4,966 | $3.49M | 1.00% | −5−0.1% | Reduced |
| Spinnaker Trust | 5,055 | $3.56M | 0.17% | 00.0% | Unchanged |
| GLR Partners, LLC | 5,060 | $3.56M | 1.66% | +62+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,138 | $3.61M | 0.02% | +1,223+31.2% | Added |
| Vanguard National Trust Co | 5,156 | $3.63M | 0.20% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 5,163 | $3.63M | 3.25% | +45+0.9% | Added |
| Apella Capital, LLC | 5,280 | $3.63M | 0.05% | −64−1.2% | Reduced |
| Ssa Swiss Advisors AG | 5,198 | $3.66M | 1.37% | +116+2.3% | Added |
| Winter & Associates, Inc. | 5,228 | $3.68M | 2.76% | −3,822−42.2% | Reduced |
| RSM US Wealth Management LLC | 53,516 | $3.68M | 0.04% | −538−1.0% | Reduced |
| Centaurus Financial, Inc. | 5,242 | $3.69M | 0.14% | +116+2.3% | Added |
| Coastline Trust Co | 5,243 | $3.69M | 0.33% | +204+4.0% | Added |
| Fiduciary Trust Co | 5,274 | $3.71M | 0.04% | −206−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 5,366 | $3.74M | 0.01% | +81+1.5% | Added |
| HB Wealth Management, LLC | 5,326 | $3.75M | 0.02% | +78+1.5% | Added |
| Sigma Planning Corp | 5,384 | $3.79M | 0.10% | +283+5.5% | Added |
| Eastern Bank | 5,448 | $3.83M | 0.06% | +254+4.9% | Added |