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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 5,452 | $3.83M | 0.39% | −147−2.6% | Reduced |
| Audent Global Asset Management, LLC | 5,472 | $3.86M | 4.31% | +890+19.4% | Added |
| Silvercrest Asset Management Group LLC | 5,542 | $3.90M | 0.03% | −95−1.7% | Reduced |
| Roan Capital Partners | 5,554 | $3.91M | 3.24% | +338+6.5% | Added |
| Salomon & Ludwin, LLC | 5,616 | $3.91M | 0.32% | −122−2.1% | Reduced |
| Greenleaf Trust | 5,597 | $3.94M | 0.04% | −68−1.2% | Reduced |
| Sowell Financial Services LLC | 5,626 | $3.96M | 0.13% | −48−0.8% | Reduced |
| Crews Bank & Trust | 5,751 | $4.04M | 0.53% | −97−1.7% | Reduced |
| Sepio Capital, LP | 5,810 | $4.09M | 0.21% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,829 | $4.10M | 0.06% | −27−0.5% | Reduced |
| Bryn Mawr Trust Co | 5,835 | $4.10M | 0.09% | −50−0.8% | Reduced |
| Precedent Wealth Partners, LLC | 5,880 | $4.14M | 0.69% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,903 | $4.15M | 0.02% | −151−2.5% | Reduced |
| Signature Securities Group Corporation | 5,891 | $4.15M | 1.25% | +49+0.8% | Added |
| Kestra Private Wealth Services, LLC | 5,909 | $4.16M | 0.05% | +24+0.4% | Added |
| Woodstock Corp | 5,919 | $4.16M | 0.35% | −140−2.3% | Reduced |
| Tandem Investment Partners LLC | 5,923 | $4.17M | 3.21% | −88−1.5% | Reduced |
| Matrix Asset Advisors Inc | 5,926 | $4.17M | 0.34% | −53−0.9% | Reduced |
| Paller Financial Services Inc | 5,952 | $4.19M | 3.13% | −2,719−31.4% | Reduced |
| HSBC Holdings PLC | 5,968 | $4.20M | 0.00% | −1,863−23.8% | Reduced |
| Bailard, Inc. | 5,978 | $4.20M | 0.09% | −34−0.6% | Reduced |
| Argent Trust Co | 6,009 | $4.23M | 0.12% | +628+11.7% | Added |
| Clear Point Advisors Inc. | 6,023 | $4.24M | 3.75% | +6,023 | New |
| Joel Isaacson & Co., LLC | 6,042 | $4.25M | 0.12% | +197+3.4% | Added |
| First Citizens Bank & Trust Co | 6,052 | $4.26M | 0.06% | −170−2.7% | Reduced |
| Segment Wealth Management, LLC | 6,078 | $4.27M | 0.22% | −15−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 6,083 | $4.28M | 0.04% | +18+0.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,106 | $4.29M | 1.06% | −456−6.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,173 | $4.34M | 0.35% | +6,173 | New |
| Glen Eagle Advisors, LLC | 6,196 | $4.36M | 0.55% | −54−0.9% | Reduced |
| TD Private Client Wealth LLC | 6,209 | $4.37M | 0.08% | +464+8.1% | Added |
| Penobscot Investment Management Company, Inc. | 6,221 | $4.38M | 0.30% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,253 | $4.40M | 2.67% | −97−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,281 | $4.42M | 0.12% | −10.0% | Reduced |
| Union Savings Bank | 6,347 | $4.46M | 1.79% | −106−1.6% | Reduced |
| Keybank National Association | 6,347 | $4.46M | 0.01% | −660−9.4% | Reduced |
| Keystone Financial Group | 6,364 | $4.48M | 0.27% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 6,475 | $4.55M | 1.62% | −58−0.9% | Reduced |
| Ballentine Partners, LLC | 6,518 | $4.58M | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,722 | $4.73M | 0.04% | +629+10.3% | Added |
| Mayflower Financial Advisors, LLC | 6,746 | $4.74M | 0.41% | −77−1.1% | Reduced |
| JMG Financial Group, Ltd. | 6,786 | $4.77M | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 6,779 | $4.78M | 0.08% | −21−0.3% | Reduced |
| Flow Traders U.S. LLC | 6,967 | $4.90M | 0.20% | −1,954−21.9% | Reduced |
| Modera Wealth Management, LLC | 7,047 | $4.96M | 0.05% | −365−4.9% | Reduced |
| J.W. Cole Advisors, Inc. | 7,093 | $4.99M | 0.09% | +203+2.9% | Added |
| Colorado Capital Management, Inc. | 7,098 | $4.99M | 1.70% | −808−10.2% | Reduced |
| Financial Engines Advisors L.L.C. | 7,173 | $5.05M | 0.01% | −205−2.8% | Reduced |
| Hilltop Holdings Inc. | 7,222 | $5.08M | 0.41% | +3,455+91.7% | Added |
| Bokf, NA | 7,272 | $5.11M | 0.07% | −381−5.0% | Reduced |
| Breakwater Capital Group | 7,297 | $5.13M | 0.62% | −135−1.8% | Reduced |
| Means Investment Co., Inc. | 7,308 | $5.14M | 0.39% | +1,940+36.1% | Added |
| Moneta Group Investment Advisors LLC | 7,373 | $5.19M | 0.04% | −544−6.9% | Reduced |
| Crestwood Advisors Group LLC | 7,419 | $5.22M | 0.08% | −302−3.9% | Reduced |
| Midwest Financial Group LLC | 7,459 | $5.25M | 1.84% | +183+2.5% | Added |
| Bank of New Hampshire | 7,460 | $5.25M | 1.09% | −1,019−12.0% | Reduced |
| Intrepid Financial Planning Group LLC | 7,464 | $5.25M | 1.78% | −77−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,510 | $5.28M | 0.27% | 00.0% | Unchanged |
| Associated Banc-Corp | 7,528 | $5.29M | 0.13% | −115−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 7,544 | $5.31M | 0.49% | −8−0.1% | Reduced |
| GTS Securities LLC | 7,546 | $5.31M | 0.11% | −40,423−84.3% | Reduced |
| Nixon Peabody Trust Co | 7,556 | $5.31M | 0.38% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,597 | $5.34M | 0.08% | −197−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,629 | $5.37M | 0.06% | −124−1.6% | Reduced |
| Evensky & Katz LLC | 7,654 | $5.38M | 0.28% | +415+5.7% | Added |
| Peak Asset Management, LLC | 7,699 | $5.42M | 0.80% | −38−0.5% | Reduced |
| GWM Advisors LLC | 7,708 | $5.42M | 0.02% | +306+4.1% | Added |
| Prospera Financial Services Inc | 7,710 | $5.42M | 0.08% | −182−2.3% | Reduced |
| Sonata Capital Group Inc | 7,834 | $5.51M | 1.78% | +214+2.8% | Added |
| Haverford Trust Co | 7,912 | $5.56M | 0.05% | +80+1.0% | Added |
| Fifth Third Securities, Inc. | 7,973 | $5.61M | 0.32% | +37+0.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,189 | $5.65M | 1.82% | −11−0.1% | Reduced |
| Oppenheimer & Co Inc | 8,039 | $5.65M | 0.06% | −234−2.8% | Reduced |
| Apollon Wealth Management, LLC | 8,047 | $5.66M | 0.07% | +157+2.0% | Added |
| Nicollet Investment Management, Inc. | 8,059 | $5.67M | 1.75% | +230+2.9% | Added |
| Founders Financial Securities LLC | 8,113 | $5.71M | 0.29% | +6,325+353.7% | Added |
| Meridian Investment Counsel Inc. | 8,192 | $5.76M | 1.24% | −358−4.2% | Reduced |
| Bay Rivers Group | 8,290 | $5.83M | 1.99% | +124+1.5% | Added |
| Synergy Financial Management, LLC | 8,398 | $5.91M | 0.56% | +8,398 | New |
| Ashton Thomas Private Wealth, LLC | 8,411 | $5.92M | 0.12% | +113+1.4% | Added |
| Leavell Investment Management, Inc. | 8,403 | $5.92M | 0.22% | −13−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,433 | $5.93M | 2.41% | −8−0.1% | Reduced |
| AMG National Trust Bank | 8,449 | $5.94M | 0.12% | −5,365−38.8% | Reduced |
| Flputnam Investment Management Co | 8,453 | $5.95M | 0.07% | −63−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 8,610 | $6.06M | 0.15% | +70+0.8% | Added |
| Private Advisor Group, LLC | 8,655 | $6.09M | 0.03% | −2,493−22.4% | Reduced |
| Estate Counselors, LLC | 8,681 | $6.11M | 0.52% | +8,256+1,942.6% | Added |
| Highview Capital Management LLC | 8,748 | $6.15M | 1.77% | −15−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 8,797 | $6.19M | 2.49% | −1,136−11.4% | Reduced |
| Ti-Trust, Inc | 8,799 | $6.19M | 3.33% | −796−8.3% | Reduced |
| Gotham Asset Management, LLC | 8,864 | $6.23M | 0.01% | +226+2.6% | Added |
| Firestone Capital Management | 8,893 | $6.25M | 1.16% | −106−1.2% | Reduced |
| Retirement Income Solutions, Inc | 10,145 | $6.26M | 1.08% | −83−0.8% | Reduced |
| North Star Investment Management Corp. | 8,898 | $6.26M | 0.34% | +169+1.9% | Added |
| Ameritas Advisory Services, LLC | 8,908 | $6.27M | 0.13% | +6,930+350.4% | Added |
| Motco | 8,972 | $6.31M | 0.54% | −176−1.9% | Reduced |
| Laird Norton Trust Company, LLC | 8,972 | $6.33M | 0.12% | −354−3.8% | Reduced |
| Private Wealth Asset Management, LLC | 9,113 | $6.41M | 0.62% | −626−6.4% | Reduced |
| Advisory Services Network, LLC | 9,113 | $6.41M | 0.07% | +2,982+48.6% | Added |
| Balboa Wealth Partners | 9,148 | $6.43M | 0.88% | −18−0.2% | Reduced |