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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 9,224 | $6.49M | 0.05% | −3,288−26.3% | Reduced |
| Change Path, LLC | 9,231 | $6.49M | 0.14% | +431+4.9% | Added |
| Merit Financial Group, LLC | 9,277 | $6.53M | 0.04% | −944−9.2% | Reduced |
| Atria Investments LLC | 9,301 | $6.54M | 0.07% | +5,102+121.5% | Added |
| Resonant Capital Advisors, LLC | 9,319 | $6.57M | 0.31% | −20−0.2% | Reduced |
| Dakota Wealth Management | 9,354 | $6.58M | 0.13% | −1,650−15.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,452 | $6.65M | 0.05% | −150−1.6% | Reduced |
| Adirondack Trust Co | 9,471 | $6.66M | 1.98% | −116−1.2% | Reduced |
| Diversified Portfolios, Inc. | 9,483 | $6.67M | 0.48% | −196−2.0% | Reduced |
| Barrett & Company, Inc. | 9,494 | $6.68M | 1.87% | +280+3.0% | Added |
| Sageworth Trust Co | 9,569 | $6.73M | 0.27% | 00.0% | Unchanged |
| Allworth Financial LP | 9,668 | $6.80M | 0.03% | −182−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 9,776 | $6.88M | 0.40% | +2,119+27.7% | Added |
| Central Trust Co | 9,790 | $6.89M | 0.12% | +83+0.9% | Added |
| Beacon Pointe Advisors, LLC | 9,893 | $6.96M | 0.03% | +185+1.9% | Added |
| RBF Capital, LLC | 10,000 | $7.03M | 0.29% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $7.03M | 5.09% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 10,032 | $7.06M | 4.09% | −106−1.0% | Reduced |
| Nicolet Bankshares Inc | 10,279 | $7.17M | 0.23% | +101+1.0% | Added |
| Goelzer Investment Management, Inc. | 10,292 | $7.24M | 0.32% | −582−5.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,342 | $7.27M | 0.63% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 10,406 | $7.32M | 0.68% | −45−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,485 | $7.37M | 0.44% | −87−0.8% | Reduced |
| CIBC Bancorp USA Inc. | 10,633 | $7.48M | 0.01% | −188−1.7% | Reduced |
| Madison Park Capital Advisors, LLC | 10,644 | $7.49M | 5.34% | +93+0.9% | Added |
| G&S Capital LLC | 10,704 | $7.53M | 2.19% | +116+1.1% | Added |
| Linscomb & Williams, Inc. | 10,708 | $7.53M | 0.33% | −7−0.1% | Reduced |
| Mechanics Bank Trust Department | 10,786 | $7.59M | 0.94% | −542−4.8% | Reduced |
| Community Bank, N.A. | 10,812 | $7.60M | 0.82% | −10−0.1% | Reduced |
| Diversified Management Inc | 10,913 | $7.68M | 1.64% | −6−0.1% | Reduced |
| Alexis Investment Partners, LLC | 11,006 | $7.68M | 4.49% | −3,158−22.3% | Reduced |
| Latigo Investments, LLC | 10,962 | $7.71M | 3.44% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,983 | $7.72M | 0.03% | +147+1.4% | Added |
| Yousif Capital Management, LLC | 11,007 | $7.74M | 0.09% | −50.0% | Reduced |
| Price T Rowe Associates Inc | 11,073 | $7.79M | 0.00% | +8,284+297.0% | Added |
| Seeds Investor LLC | 11,075 | $7.79M | 0.80% | −831−7.0% | Reduced |
| Lynx Capital Group Ltd | 11,094 | $7.80M | 3.15% | +612+5.8% | Added |
| Hanover Advisors Inc | 11,128 | $7.83M | 2.82% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,121 | $7.84M | 0.09% | +579+5.5% | Added |
| First Horizon Corp | 11,177 | $7.86M | 0.30% | +98+0.9% | Added |
| Boston Family Office LLC | 11,191 | $7.87M | 0.48% | +110+1.0% | Added |
| Elyxium Wealth, LLC | 11,270 | $7.93M | 0.83% | +5,070+81.8% | Added |
| Sand Hill Global Advisors, LLC | 11,309 | $7.95M | 0.24% | −577−4.9% | Reduced |
| We Are One Seven, LLC | 11,355 | $7.99M | 0.13% | +8,748+335.6% | Added |
| CMG Global Holdings, LLC | 11,394 | $8.01M | 3.40% | +230+2.1% | Added |
| Lodestar Private Asset Management LLC | 11,608 | $8.16M | 0.71% | +247+2.2% | Added |
| Meridian Wealth Advisors, LLC | 11,736 | $8.25M | 0.94% | −170−1.4% | Reduced |
| Capital Group Private Client Services, Inc. | 11,748 | $8.26M | 0.12% | +20.0% | Added |
| Harbour Investments, Inc. | 11,785 | $8.29M | 0.11% | +53+0.5% | Added |
| Newport Capital Group, LLC | 12,055 | $8.49M | 4.76% | +1,499+14.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 12,168 | $8.58M | 0.15% | +249+2.1% | Added |
| Pacific Center for Financial Services | 12,312 | $8.66M | 1.93% | −41−0.3% | Reduced |
| Cresset Asset Management, LLC | 12,497 | $8.81M | 0.03% | −2,271−15.4% | Reduced |
| Staley Capital Advisers Inc | 12,594 | $8.86M | 0.35% | −250−1.9% | Reduced |
| Grove Bank & Trust | 12,709 | $8.94M | 0.89% | +519+4.3% | Added |
| Equitable Holdings, Inc. | 12,960 | $9.12M | 0.05% | −173−1.3% | Reduced |
| Busey Wealth Management | 12,968 | $9.12M | 0.22% | −102−0.8% | Reduced |
| RMR Wealth Builders | 13,395 | $9.42M | 0.59% | −571−4.1% | Reduced |
| Point72 Asset Management, L.P. | 13,580 | $9.55M | 0.01% | +13,580 | New |
| Bearing Point Capital, LLC | 13,581 | $9.55M | 1.29% | −155−1.1% | Reduced |
| TKG Advisors, LLC | 13,629 | $9.59M | 3.33% | +394+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 13,739 | $9.66M | 0.46% | −2,334−14.5% | Reduced |
| Paulson Wealth Management Inc. | 13,887 | $9.77M | 2.07% | +1,422+11.4% | Added |
| Boyd Watterson Asset Management LLC | 13,936 | $9.80M | 2.64% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,972 | $9.83M | 0.29% | −40−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 14,018 | $9.86M | 0.06% | +1,893+15.6% | Added |
| Pensionmark Financial Group, LLC | 16,124 | $9.95M | 0.16% | −101−0.6% | Reduced |
| Terry L. Blaker | 14,160 | $9.96M | 0.35% | −1,354−8.7% | Reduced |
| Legal & General Group Plc | 14,200 | $9.99M | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 14,342 | $10.1M | 0.39% | −20−0.1% | Reduced |
| Wealthspire Advisors, LLC | 14,361 | $10.1M | 0.06% | +2,508+21.2% | Added |
| Ieq Capital, LLC | 14,582 | $10.3M | 0.05% | −3,127−17.7% | Reduced |
| Granite FO LLC | 14,702 | $10.3M | 5.47% | −2,335−13.7% | Reduced |
| Howard Capital Management Inc. | 14,723 | $10.4M | 0.12% | −241−1.6% | Reduced |
| NBT Bank N A | 14,809 | $10.4M | 0.69% | −400−2.6% | Reduced |
| Jones Financial Companies LLLP | 15,050 | $10.5M | 0.00% | +2,640+21.3% | Added |
| Canopy Partners, LLC | 14,921 | $10.5M | 3.16% | −627−4.0% | Reduced |
| Capstone Financial Advisors, Inc. | 14,956 | $10.5M | 0.51% | −222−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 15,045 | $10.6M | 0.28% | −6,000−28.5% | Reduced |
| Evercore Wealth Management, LLC | 15,125 | $10.6M | 0.15% | −265−1.7% | Reduced |
| Agf Management Ltd | 15,289 | $10.8M | 0.04% | −280−1.8% | Reduced |
| Arvest Investments, Inc. | 15,536 | $10.9M | 1.32% | +31+0.2% | Added |
| Harbour Trust & Investment Management Co | 15,597 | $11.0M | 1.06% | −305−1.9% | Reduced |
| Brown Brothers Harriman & Co | 15,676 | $11.0M | 0.05% | −1,272−7.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,755 | $11.1M | 1.09% | +15,755 | New |
| Montz Harcus Wealth Management LLC | 15,925 | $11.2M | 3.99% | −146−0.9% | Reduced |
| Legacy Advisors, LLC | 15,938 | $11.2M | 1.05% | +60.0% | Added |
| Torrey-Payne Wealth Management, LLC | 15,961 | $11.2M | 9.23% | +125+0.8% | Added |
| Barclays PLC | 15,989 | $11.2M | 0.00% | +6,428+67.2% | Added |
| Central Bank & Trust Co | 17,010 | $12.0M | 1.70% | +1,450+9.3% | Added |
| First Financial Bank - Trust Division | 17,093 | $12.0M | 0.86% | +807+5.0% | Added |
| Hummer Financial Advisory Services Inc | 17,189 | $12.1M | 7.97% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,337 | $12.2M | 0.80% | −264−1.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,394 | $12.2M | 2.75% | −191−1.1% | Reduced |
| Jump Financial, LLC | 17,602 | $12.4M | 0.11% | −16,230−48.0% | Reduced |
| First National Bank of Omaha | 17,947 | $12.5M | 0.35% | −258−1.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,873 | $12.6M | 2.35% | −94−0.5% | Reduced |
| Franklin Resources Inc | 18,000 | $12.7M | 0.00% | −5,951−24.8% | Reduced |
| Thrive Wealth Management, LLC | 18,001 | $12.7M | 1.63% | +241+1.4% | Added |
| Corsicana & Co. | 18,003 | $12.7M | 6.14% | −1,151−6.0% | Reduced |